欧洲央行出售部分美元资产，削减美元在储备中的比重。欧洲央行去年年初出售了部分美元资产，并降低了美元在其外汇储备中的比重，称这是其投资组合的标准再平衡。

ECB sells some dollar assets, cuts weight of dollar in reserves.The European Central Bank sold some of its dollar assets early last year and reduced the weight of the dollar in its foreign exchange reserves in what it said was a standard rebalancing of its portfolio.

美元：战术强势，结构性下跌——道明证券。美元：战术强势，结构性下跌——道明证券

USD: Tactical strength, structural decline – TD Securities.USD: Tactical strength, structural decline – TD Securities

First Light新闻：英伟达公布26财年第四季度收益；美联储讲话呼应耐心。昨天，这一切都与一家公司有关：Nvidia（NVDA）。市场收盘后不久，英伟达公布了其26财年第四季度的收益，这又是一个井喷式的季度。

First Light News: Nvidia Delivers in Q4 FY26 Earnings; Fed Speak Echoes Patience.It was all about one company yesterday: Nvidia (NVDA). Shortly after the market closed, Nvidia announced its Q4 FY26 earnings, which delivered yet another blowout quarter.

美元展望：DXY暗示高位摆动，但COT信号出现偏差。美元指数（DXY）在98附近一再被拒绝，并在外日大幅看跌后，出现了震荡高点的早期迹象。然而，期货定位告诉了一个远没有那么决定性的故事。

US Dollar Outlook: DXY Hints at a Swing High, but COT Signals Diverge.The US Dollar Index (DXY) is flashing early signs of a swing high after repeated rejection near 98 and a high-volume bearish outside day. Yet futures positioning tells a far less decisive story.