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柬埔寨将黄金储备放在中国,意味着什么?
商业洞察· 2025-11-21 09:23
Core Viewpoint - Cambodia has decided to store 54 tons of gold in the Shanghai Gold Exchange, marking the first instance of a country storing gold in China, which is a significant step towards promoting the internationalization of the Renminbi and establishing a financial system independent of the West [4][6][10]. Group 1 - The 54 tons of gold are newly purchased by Cambodia, not transferred from other countries [5]. - This event is part of a broader strategy to encourage friendly nations to store their gold reserves in China, thereby indirectly linking the Renminbi with gold reserves [10][12]. - The strategic value of gold is increasing as the dominance of the US dollar in global reserves is declining, with its share expected to drop from approximately 72% in 2000 to about 58% by Q1 2025 [10]. Group 2 - Cambodia's decision to store gold abroad is influenced by security concerns, as smaller nations face risks of geopolitical conflicts and instability [16][20]. - The freezing of $15 billion in Bitcoin assets belonging to a Cambodian group by the US has prompted the need for secure storage options outside the US [20]. - The lack of neutral countries in Europe due to the Russia-Ukraine conflict further solidifies China's position as a viable option for gold storage [21][22]. Group 3 - There is a growing consensus globally regarding China's rising power, with a recent report indicating an increase in positive perceptions of China among various countries [25][26]. - Low-income countries, particularly in Africa and Southeast Asia, view China more favorably due to its more favorable lending conditions compared to Western nations [30][32]. - Cambodia's choice to store gold in China reflects both its immediate needs and China's increasing international standing, serving as a potential model for other countries with similar foreign exchange reserve sizes [33].
单月抛1829亿元,创16年新低!美方通告全球:中国大规模减持美债,连续10个月增持黄金
Sou Hu Cai Jing· 2025-09-21 04:20
金融地震!中国单月狂抛1829亿美债,美国财政部的报告撕开了一道惊心动魄的口子。 十六年最低持仓,七千三百零七亿美元,这不是普通的市场波动,而是一场静默却坚决的金融突围。数字背后,是一个大国在重新定义自己的安全边界。 当美元潮汐反复无常,当美国国债突破三十四万亿美元天花板,世界终于开始觉醒。债务堆不出永恒信任,霸权终会反噬信用。中国连续十个月将黄金纳入 怀抱,这不是一时冲动,而是穿越周期的深谋远虑。 黄金沉默,但从不撒谎。它不依附于任何国家的承诺,不屈服于任何政策的变卦。央行增持的不是金属,而是自主权的砝码。当越来越多的国家抬头看路, 美元独舞的时代正在落下帷幕。 放眼全球,去美元化已不是边缘思潮,而是各国心照不宣的集体动作。欧盟、金砖国家、东南亚联盟……越来越多的经济体在跨境交易中另辟蹊径。世界苦 美元霸权久矣,而中国这次调整,恰似推倒了第一张多米诺骨牌。 没有人愿意把全部家当放在别人的赌桌上。美国一轮又一轮的制裁、一次再一次的债务违约危机,早已透支了它的信誉。金融武器化,终会招致反噬;无限 量宽松,终究稀释了信任。 中国不是在逃离市场,而是在重构逻辑。外汇储备的多元化,绝非简单的资产腾挪,而是面向未来的风 ...