中央银行，特别是中国，可能开始从美国国债转移

由贝莱德（Blackrock）主题和主动ETF负责人杰伊·雅各布斯（Jay Jacobs）撰写。 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.

据贝莱德（Blackrock）主题和主动ETF的负责人杰伊·雅各布斯（Jay Jacobs）称，中央银行可能开始从美国财政部转移，并探索诸如黄金和比特币之类的替代品。

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的采访时说，地缘政治紧张局势和全球不确定性正在加速中央银行之间的多元化策略。

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).

他指出了一个长期趋势，国家一直在减少对美元基于美元的储量的依赖，而偏爱黄金和越来越多的比特币（BTC）。

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

雅各布斯解释说：“从传统资产和黄金和加密[...]等事物的整个多元化可能始于四年前。”

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

他说，最近的地缘政治碎片加剧了朝着价值替代商店的推动。

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）提到了对乌克兰入侵3000亿美元在俄罗斯中央银行资产中冻结3000亿美元的关注，这表明此类事件促使中国这样的国家重新考虑了他们的储备战略。