中央銀行，特別是中國，可能開始從美國國債轉移

由貝萊德（Blackrock）主題和主動ETF負責人傑伊·雅各布斯（Jay Jacobs）撰寫。 2023年4月20日，上午1:13 PDT

According to Jay Jacobs, the head of thematics and active ETFs at BlackRock, central banks may start to shift away from US Treasurys and explore alternatives such as gold and Bitcoin.

據貝萊德（Blackrock）主題和主動ETF的負責人傑伊·雅各布斯（Jay Jacobs）稱，中央銀行可能開始從美國財政部轉移，並探索諸如黃金和比特幣之類的替代品。

In a recent interview with CNBC, Jacobs said that geopolitical tensions and rising global uncertainty are accelerating diversification strategies among central banks.

雅各布斯（Jacobs）在最近接受CNBC的採訪時說，地緣政治緊張局勢和全球不確定性正在加速中央銀行之間的多元化策略。

He pointed to a long-term trend where countries have been reducing their reliance on dollar-based reserves in favor of assets like gold and, increasingly, Bitcoin (BTC).

他指出了一個長期趨勢，國家一直在減少對美元基於美元的儲量的依賴，而偏愛黃金和越來越多的比特幣（BTC）。

“This whole diversification away from traditional assets and into things like gold and also crypto [...] probably began three, four years ago,” explained Jacobs.

雅各布斯解釋說：“從傳統資產和黃金和加密[...]等事物的整個多元化可能始於四年前。”

He said that recent geopolitical fragmentation has intensified the push toward alternative stores of value.

他說，最近的地緣政治碎片加劇了朝著價值替代商店的推動。

Jacobs referenced growing concerns about the freezing of $300 billion in Russian central bank assets following its invasion of Ukraine, suggesting that such events have prompted countries like China to rethink their reserve strategies.

雅各布斯（Jacobs）提到了對烏克蘭入侵3000億美元在俄羅斯中央銀行資產中凍結3000億美元的關注，這表明此類事件促使中國這樣的國家重新考慮了他們的儲備戰略。