每经AI快讯，美元指数7日上涨。衡量美元对六种主要货币的美元指数当天上涨0.48%，在汇市尾市收 于98.578。 ...

谈及9月外汇储备规模变动的原因，中银证券（601696）全球首席经济学家管涛分析称，这主要是受主 要经济体宏观经济数据、货币政策及预期等因素影响，美元指数小幅震荡，非美元货币涨跌互现，全球 金融资产价格总体上涨带来的正估值效应。当月，美联储开启年内首次降息，美元指数先跌后涨，收平 于月初的97.8。截至9月底，中国外汇储备余额刷新2015年12月以来新高，表明中国防范化解各种冲击 的能力继续提升。 10月7日，国家外汇管理局发布的统计数据显示，截至2025年9月末，我国外汇储备规模为33387亿美 元，较8月末上升165亿美元，升幅为0.5%。 展望下一阶段外汇储备形势，民生银行首席经济学家温彬表示，美国特朗普政府"对等关税"政策基本落 地，多数经济体税率低于4月份最初设定的水平，中美贸易谈判亦稳步推进，国际贸易环境的不确定性 有所收敛，叠加我国贸易伙伴多元化、出口商品结构优化，出口继续发挥稳定跨境资金流动的基本盘作 用。我国稳步扩大金融市场开放，拓宽跨境投融资渠道，人民币多元化资产配置功能凸显，境内证券市 场对外资吸引力有望继续增强。我国经济保持总体平稳、稳中有进，高质量发展取得新成效，有利于外 汇储备规模 ...

Core Insights - As of the end of September 2025, China's foreign exchange reserves reached 3,338.7 billion USD, an increase of 16.5 billion USD from the end of August, representing a growth rate of 0.5% [1] Group 1: Foreign Exchange Reserves - The increase in foreign exchange reserves is primarily driven by the rise in global financial asset prices [1] - The U.S. Federal Reserve's decision to restart interest rate cuts has contributed to a general rise in major global stock indices and a decline in U.S. Treasury yields, which in turn has boosted the valuation of China's foreign reserve investments [1] Group 2: Dollar Index and Asset Valuation - Despite the increase in reserves, the U.S. dollar index only fell by 0.03% compared to the end of August, indicating that the impact of previous significant dollar depreciation on the valuation of non-dollar assets in China's reserves has diminished in September [1] - This reduction in the impact of dollar depreciation is a key reason for the narrowing of the increase in foreign reserves compared to the previous month [1]

国家金融与发展实验室特聘高级研究员庞溟分析，从汇率折算角度来看，随着美联储开启降息周期消息 被市场逐渐消化，9月份美元指数震荡调整，从月中低点向上蓄力，给外汇储备中的非美货币资产估值 带来一定压力。与此同时，从资产价格变化角度来看，月内全球金融市场资产价格总体保持涨势，资产 价格重估提升了外汇储备规模。两个因素综合作用，使9月份我国外汇储备规模继续上升。 值得注意的是，9月末，我国外储规模已连续两个月升至3.3万亿美元之上，创2015年12月以来最高，较 上年末也大幅增加1363亿美元。 从控制成本角度出发暂停增持黄金的必要性下降，而从优化国际储备结构角度增持黄金的需求上升。 10月7日，国家外汇管理局统计公布数据显示，截至2025年9月末，我国外汇储备规模为33387亿美元， 较8月末上升165亿美元，升幅为0.5%。同期央行数据显示，9月末黄金储备为7406万盎司，上月末为 7402万盎司。 9月末外储规模出现一定幅度上升，主要受全球金融资产价格上涨带动。 东方金诚首席宏观分析师王青表示，首先，受美联储重启降息等带动，9月全球主要股指普遍上行，美 债收益率走低，美债价格上扬。这些都会带动我国外储投资的金融 ...

Core Viewpoint - As of September 2025, China's foreign exchange reserves reached $333.87 billion, reflecting an increase of $16.5 billion from the end of August, marking a growth rate of 0.5% [1] Economic Context - The increase in foreign exchange reserves is influenced by macroeconomic data, monetary policy, and expectations from major economies, leading to slight fluctuations in the US dollar index and an overall rise in global financial asset prices [1] - The stability and progress of China's economy, along with achievements in high-quality development, contribute positively to maintaining the stability of foreign exchange reserves [1]

每经AI快讯，10月6日纽约尾盘，美元指数涨0.39%报98.10，非美货币多数下跌，欧元兑美元跌0.25%报 1.1712，英镑兑美元涨0.04%报1.3484，澳元兑美元涨0.25%报0.6618，美元兑日元涨1.94%报150.368， 美元兑加元跌0.04%报1.3943，美元兑瑞郎跌0.04%报0.7951。 ...

Group 1 - The US dollar index decreased by 0.17% to 97.72, indicating a weakening of the dollar against other currencies [1] - Most non-US currencies appreciated, with the euro rising by 0.21% to 1.1741 against the dollar [1] - The British pound increased by 0.29% to 1.3479 against the dollar, while the Australian dollar rose by 0.08% to 0.6601 [1] Group 2 - The US dollar appreciated by 0.16% against the Japanese yen, reaching 147.5050 [1] - The US dollar declined by 0.13% against the Canadian dollar, settling at 1.3949 [1] - The US dollar fell by 0.33% against the Swiss franc, with a rate of 0.7953 [1]

Group 1 - The US dollar index has declined, currently down by 0.28% at 97.61 [1]

Core Viewpoint - The US dollar index increased by 0.15% to 97.88, while most non-US currencies experienced a decline against the dollar [1]. Currency Performance - The euro fell by 0.12% against the dollar, trading at 1.1717 [1]. - The British pound decreased by 0.28%, with a rate of 1.3439 against the dollar [1]. - The Australian dollar dropped by 0.26%, trading at 0.6596 against the dollar [1]. - The Japanese yen appreciated slightly, with the dollar rising by 0.12% to 147.2685 [1]. - The Canadian dollar also saw a rise of 0.22% against the dollar, trading at 1.3968 [1]. - The Swiss franc increased by 0.11%, with the dollar at 0.7980 [1].

Group 1 - The core point of the article is that the US dollar index experienced a short-term decline following the release of the ADP employment data for September, dropping by 0.3% to 97.55 points [1]