美国以超常规货币和财政政策刺激经济、对俄罗斯实施金融制裁、美联储在面对高通胀压力下持续加息等事件的发生,使得很多国家都宣布要采取政策措施以减少对美元的依赖,形成了新一轮“去美元化”浪潮。尽管“去美元化”议题的讨论热度很高,但实际数据表明,美元依然是国际货币体系中使用和影响最为广泛的主导货币,只是在作为外汇储备和锚定货币等特定方面的使用出现了收缩。“去美元化”的本质是国际社会对美元霸权体系的深刻反思,反映出各国对更加公平、安全和有效的国际货币体系的强烈需求。美元霸权的持续依赖于美国在经济实力、金融市场和主权信用等方面保持着世界领先地位,这些因素的变化也会对美元的国际地位造成冲击。“去美元化”有持续的动能,但将是一个波动反复的长期过程,对我国而言既是机遇也是挑战。
The issue of “dedollarization” has attracted heated global attention. Many countries has announced policy efforts to reduce their reliance on dollar. Despite of the popularity of “dedollarization” as a news topic,dollar remains the dominant currency in the current international monetary system according to the most recent data. The reduction of dollar usage only appears in certain area such as the share of dollar in official foreign reserves and the number of countries with a dollar-pegged exchange policy. The international movement of “dedollarization” demonstrates that countries other than the United States have a common demand for a fairer,safer and more efficient international monetary system. Although these countries have lasting driving forces to reduce their reliance on dollar,it is unlikely that “dedollarization” happen in a short time.