在全球美元主导权之争中，中国总统Xi再次推动人民币成为储备货币。中国正在加倍努力推动人民币国际化，但结构性和政策限制仍然限制了其储备货币的吸引力。

China Pres Xi revive push for yuan as reserve currency amid global dollar dominance debate.China is doubling down on its long-term push to internationalise the yuan, but structural and policy constraints still limit its reserve-currency appeal.

中国1月采购经理人指数下滑，需求疲软影响2026年初的增长前景。中国1月份的采购经理人指数数据表明，2026年开局疲软，国内需求疲软抵消了高科技制造业的弹性。

China January PMI slips into contraction as weak demand clouds early-2026 growth outlook.China's January PMI data point to a soft start to 2026, with weak domestic demand offsetting pockets of resilience in high-tech manufacturing.

2026年2月2日星期一开盘指示性外汇价格（未计入中国1月PMI）。与周一上午的惯例一样，市场流动性非常薄弱，直到随着更多亚洲中心的上线而有所改善。..价格可能会波动，所以要小心。

Monday open indicative forex prices, 02 February 2026 (ps. China January PMIs missed).As is usual for a Monday morning, market liquidity is very thin until it improves as more Asian centres come online ... prices are liable to swing around, so take care out there.

前外汇外交官渡边表示，日本市场对宽松的财政政策感到紧张。一位前高级外汇外交官表示，日本将继续面临市场对财政政策的不安，进一步税收减免的风险增加了政府债券和日元再次抛售的可能性，类似于英国的“特拉斯冲击”。

Japan markets on edge over looser fiscal policy, ex-currency diplomat Watanabe says.Japan will continue to face market jitters over fiscal policy, with the risk of further tax relief raising the prospect of a renewed selloff in government bonds and the yen similar to Britain's "Truss shock," a former top currency diplomat said.