2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融 资产价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。我国经济运行 稳中有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。 央视网消息：国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美 元，较2025年12月末上升412亿美元，升幅为1.23%。 ...

国家外汇管理局统计数据显示，截至2026年1月末，我国外汇储备规模为33991亿美元，较2025年12月末 上升412亿美元，升幅为1.23%。 2026年1月，受主要经济体财政政策、货币政策及预期等因素影响，美元指数下跌，全球主要金融资产 价格总体上涨。汇率折算和资产价格变化等因素综合作用，当月外汇储备规模上升。我国经济运行稳中 有进，发展韧性进一步彰显，为外汇储备规模保持基本稳定提供支撑。 ...

智通财经APP获悉，香港金管局今日公布，香港于2026年1月底的官方外汇储备资产为4356亿美元 （2025年12月底为4279亿美元）。2026年1月底及2025年12月底并无未交收外汇合约。为数4356亿美元 的外汇储备资产总额，相当于香港流通货币5倍多，或港元货币供应M3约38%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com ...

每经AI快讯，2月6日，日本1月外汇储备13948亿美元，前值13698亿美元。 ...

阿塞拜疆"趋势"网1月27日报道，截至2026年1月1日，阿塞拜疆外汇储备 达850.6亿美元，同比增长19.8%。其中，央行储备115.2亿美元，国家石油基金 （SOFAZ）储备735.4亿美元，同比增长22.5%。2025年，SOFAZ收入375.9亿 马纳特（221.1亿美元），其中油气合同收入102.7亿马纳特（60.4亿美元）。 同期，SOFAZ支出146.3亿马纳特（86.1亿美元），其中144.8亿马纳特（85.2亿 美元）转入国家预算，1.1亿马纳特（6500万美元）用于项目实施。 （原标题：截至2026年1月1日阿塞拜疆外汇储备达850.6亿美元） ...

Core Viewpoint - The recent significant rally of the Indian rupee, the largest in seven years, may provide the Reserve Bank of India (RBI) with the opportunity to rebuild its foreign-exchange reserves, although this could limit further gains following the India-US trade deal [1]. Group 1: Market Predictions and Strategies - Barclays Bank Plc and Nomura Holdings Inc. predict that the RBI will utilize the rupee's recovery to purchase dollars, with Nomura forecasting the rupee to reach 94 to a dollar by May, while Barclays aims for the same level through a three-month offshore position [2]. - Barclays advises clients to tactically short the rupee, anticipating that the current rally will not be sustainable and that equity outflows will not fully reverse [9]. - MUFG Bank Ltd. recommends clients to build long dollar/rupee positions in the medium term [9]. Group 2: RBI's Intervention and Market Dynamics - The rupee experienced a slight decline of 0.1% to 90.40 against the dollar, following a 1.4% increase attributed to a US tariff cut, which helped it recover from being Asia's worst performer last month to the region's top gainer [3]. - The RBI has a significant negative short forwards book of $62.4 billion as of December, indicating a need to repay these dollars, which contributed to the rupee's underperformance in the second quarter of 2025 [5]. - The RBI sold a net $49.5 billion in dollars in 2025 to support the rupee, while forex reserves reached a record $709 billion, aided by a weaker dollar, rising gold prices, and RBI's forex swaps [6]. Group 3: Future Outlook and Analyst Opinions - Analysts at Societe Generale predict the rupee could strengthen to 87-88 in the coming weeks, while HSBC forecasts a move to 88 by the end of March [10]. - Standard Chartered Plc suggests that while the RBI may eventually rebuild reserves, it seems unlikely at current levels, with HSBC expecting the central bank to allow the rupee to recover in the March quarter before rebuilding reserves [7]. - The RBI's recent interventions have aimed to buy rupees as the currency tested lows, with officials stating that the exchange rate is market-determined and their role is to ensure orderly movements and curb excess volatility [8].

Core Viewpoint - South Korea's foreign exchange reserves have declined for the second consecutive month due to measures taken to stabilize the foreign exchange market, with the reserves amounting to $425.91 billion at the end of January, a decrease of $21.5 billion from the previous month [1][3]. Group 1: Foreign Exchange Reserves - As of the end of January, South Korea's foreign exchange reserves stood at $425.91 billion, down from $428.41 billion at the end of December, marking a decrease of $21.5 billion [1][3]. - The decline follows a previous drop of $26 billion at the end of December, indicating a trend of decreasing reserves over the past two months [1][3]. - The reserves had previously reached a five-year low of approximately $404.6 billion at the end of May last year, before experiencing six months of growth until November [1][3]. Group 2: Causes of Decline - The decrease in foreign exchange reserves is attributed to the significant depreciation of the Korean won since November, prompting the Bank of Korea to implement measures to manage exchange rate volatility [1][3]. - A Bank of Korea official noted that the reduction in reserves was primarily due to operations related to the National Pension Service and foreign exchange swaps aimed at market stabilization [1][3]. Group 3: Asset Composition - The composition of South Korea's foreign exchange reserves includes $377.52 billion in securities such as government and corporate bonds, which increased by $63.9 billion [1][3]. - Deposits decreased by $85.5 billion, bringing the total to $23.32 billion [1][3]. - The International Monetary Fund (IMF) Special Drawing Rights (SDR) remained unchanged at $15.89 billion, while gold reserves were stable at $4.79 billion, as they are valued at purchase price rather than current market price [1][3].

Group 1 - The National Bureau of Statistics of China will release the prices of important production materials in circulation for late January, covering nine categories and 50 products [1] - The expected SPGI services PMI for January is 51.5, slightly down from the previous value of 52.0, while the composite PMI is expected to be 51.2, down from 51.3 [1] Group 2 - The U.S. EIA will announce the crude oil inventory change for the week ending January 30, with the previous value showing a decrease of 2.295 million barrels [2] - A continued decline in crude oil inventory is anticipated to support the rise in crude oil and related commodity futures [2] Group 3 - The European Central Bank is set to announce its interest rate decision, with expectations that the main refinancing rate will remain unchanged at 2.15% [3] - The deposit facility rate and marginal lending rate are also expected to remain at 2% and 2.4%, respectively [3] Group 4 - The U.S. Department of Labor will release initial jobless claims for the week ending January 31, with expectations of 212,000 claims, up from the previous 209,000 [4] - A slight increase in jobless claims may support the rise in prices for gold, silver, platinum, and palladium futures [4] Group 5 - The University of Michigan's preliminary consumer sentiment index for February is expected to be 55, down from the previous value of 56.4 [5] - A lower than expected consumer sentiment index may suppress the rise in prices for non-ferrous metals, crude oil, and related commodity futures, while supporting gold, silver, platinum, and palladium futures [5] Group 6 - The People's Bank of China will announce the foreign exchange and gold reserves for January, with the foreign exchange reserves reported at $3,357.87 billion and gold reserves at 74.15 million ounces as of December 2025 [6]

Core Insights - Uzbekistan's international reserves reached a record high of $66.31 billion as of January 1, 2026, marking a 61% year-on-year increase [1] Group 1: International Reserves - The total international reserves of Uzbekistan increased to $66.31 billion, representing a 61% growth compared to the previous year [1] - The central bank's gold reserves have set a new record for the sixth consecutive month, valued at $55.09 billion, with gold holdings rising to 12.6 million troy ounces (approximately 391.9 tons) [1] Group 2: Foreign Currency Reserves - The total foreign exchange reserves amounted to $10.64 billion, which includes $1.48 billion held in foreign central banks and the International Monetary Fund, as well as $7.6 billion in accounts with other overseas credit institutions [1] - The central bank's holdings of foreign currency securities slightly increased to $1.53 billion, although its share in the total international reserves decreased to 2.31% [1]

马达加斯加2424新闻报道，根据马达加斯加中央银行数据，截至目前，马中央银行持有的官方外汇储备 达34亿美元，相当于6.7个月的进口额。 ...