央行连续15个月增持黄金，释放重要信号

Group 1 - As of January 2026, China's foreign exchange reserves reached $3.3991 trillion, an increase of $41.2 billion from December 2025, marking a 1.23% rise and the highest level since December 2015 [1] - The increase in foreign exchange reserves is attributed to the depreciation of the US dollar and the overall rise in global financial asset prices, supported by China's stable economic performance [1][4] - The US dollar index fell 1.4% to 97.0 in January, influenced by geopolitical risks and changes in US monetary policy, leading to a positive valuation effect on non-USD assets [4][6] Group 2 - The People's Bank of China (PBOC) increased its gold reserves for the 15th consecutive month, reaching 7.419 million ounces by the end of January 2026, a slight increase of 40,000 ounces from December 2025 [2][9] - The increase in gold reserves reflects a strategic shift towards enhancing the proportion of "non-credit assets" in foreign reserves, amid a global trend of central banks increasing gold holdings to hedge against dollar volatility and geopolitical risks [2][11] - The global gold price surged over 13% in January, reaching historical highs, which underscores the importance of gold as a strategic asset in the current uncertain global environment [9][10]