港币两轮“撞强方”全景对照:2020 vs 2025

贝叶斯之美
06 May

近期因为美元持续弱势,加之港币需求抬升(出口商抛美元、港股IPO大年等)导致港币结余持续走低,并触发港币强方,金管局需要不断买入美元,释放港币来维持港币的流动性,具体参考昨天的文章新兴货币升值狂潮背后,台币狂飙与寿险“双杠杆”危机。那么,本轮港币强方兑换与2020年的港币强方有什么异同呢?彼时2020年,港币触发强方,金管局不断释放港币流动性,当然在国内整体经济向好的背景下,2020-2021年,...

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