中美关税降级程度超预期,中美间脱钩风险下降,人民币有潜在升值空间。香港作为一个小型开放经济体,底层是人民币资产,而联系汇率制度导致港币挂钩美元,因此人民币升值通常带动香港地区的流动性提升和资产价格上涨,在股市上的体现是成交额和股价升高。另外一些大型的内地龙头企业陆续赴港IPO,或将提升内地投资者和全球投资者的交易兴趣,从而支撑港股成交额。成交额提升有望利好港交所的盈利和估值,静态测算每提升50亿...
Source Link中美关税降级程度超预期,中美间脱钩风险下降,人民币有潜在升值空间。香港作为一个小型开放经济体,底层是人民币资产,而联系汇率制度导致港币挂钩美元,因此人民币升值通常带动香港地区的流动性提升和资产价格上涨,在股市上的体现是成交额和股价升高。另外一些大型的内地龙头企业陆续赴港IPO,或将提升内地投资者和全球投资者的交易兴趣,从而支撑港股成交额。成交额提升有望利好港交所的盈利和估值,静态测算每提升50亿...
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