鑫新闻 研究所日报 2026 年 01 月 08 日 星期四 1. 截至2025年12月末，我国外汇储备规模为33579亿美元，环比上升115亿美元，再创2015年12月以 来新高；黄金储备规模为7415万盎司，环比增加3万盎司，为连续第14个月增加。点评：我国外汇储 备规模创出2015年末以来的最高值，主要得益于我国贸易差额持续攀升。另外人民银行持有黄金数量 持续攀升，官方储备资产多元化趋势明显。从全球范围看，2022年以来全球央行总体加速购进黄金， 根据wind统计数据，2022年全球央行净购金量1080吨，2023年1050吨，2024年1089吨，系自有数据以 来的全球央行增持黄金最高的三年，此前最高年度为2018年净购金合计656吨，2025年全球央行购金量 环比降低至634吨，虽然环比下降明显，但对比历史数据仍然居于高位。作为央行储备资产之一，黄金 正在不断挤压美元份额。 2. 央行公告，1月8日将开展11000亿元3个月期买断式逆回购操作。点评：1月8日有11000亿元3个月 期买断式逆回购到期，此次操作将实现等量对冲，也是该政策工具连续第三个月等量续作。央行月初 快速回收OMO存量，其规模降至 ...

（文章来源：每日经济新闻） 每经AI快讯，12月23日，欧洲斯托克50指数平开，德国DAX指数平开，英国富时100指数跌0.15%，法 国CAC 40指数跌0.1%。 ...

（文章来源：每日经济新闻） 每经AI快讯，周二（12月9日），欧洲三大股指收盘涨跌不一，德国DAX指数涨0.45%报24153.3点，法 国CAC40指数跌0.69%报8052.51点，英国富时100指数跌0.03%报9642.01点。 ...

Group 1 - European stock markets opened with slight gains, with the Euro Stoxx 50 index up by 0.1% [1] - The German DAX index opened flat, indicating a stable market sentiment [1] - The UK FTSE 100 index increased by 0.2%, reflecting positive investor sentiment [1] - The French CAC 40 index also rose by 0.1%, contributing to the overall positive trend in European markets [1]

Group 1 - European stock markets opened positively with the Euro Stoxx 50 index rising by 0.6% [1] - The German DAX index increased by 0.55% [1] - The UK FTSE 100 index saw a rise of 0.2% [1] - The French CAC 40 index also gained 0.6% [1]

Group 1 - European stock markets opened higher on November 24, with the Euro Stoxx 50 index rising by 0.8% [1] - The German DAX index also increased by 0.8% [1] - The UK FTSE 100 index saw a rise of 0.5% [1] - The French CAC 40 index experienced a gain of 0.3% [1]

Group 1 - European stock indices collectively rose on Thursday, November 20, with the German DAX index increasing by 1.11% to 23,419.35 points [1] - The French CAC40 index saw a gain of 0.34%, closing at 7,981.07 points [1] - The UK FTSE 100 index experienced a modest rise of 0.21%, ending at 9,527.65 points [1]

Core Insights - The German DAX volatility index decreased by 13%, marking the largest drop in 17 weeks, while the German DAX index simultaneously rose [1] Group 1 - The significant decline in the DAX volatility index indicates a reduction in market uncertainty and investor anxiety [1] - The concurrent rise in the DAX index suggests positive market sentiment and potential bullish trends among investors [1]

Group 1 - European stock markets opened higher, with the German DAX index rising by 0.86% [1] - The Italian FTSE MIB index increased by 0.94% [1] - The Euro Stoxx 50 index saw a gain of 0.64% [1]

Core Viewpoint - The DAX index in Germany has experienced a significant decline, with a drop of 2%, reaching 23,786.07 points on October 17 [1] Group 1 - The DAX index's decline indicates a bearish trend in the German stock market [1]