美元走弱如何影响AH溢价?

华尔街见闻
Jul 15, 2025

美元持续走弱将重塑A股与H股溢价关系,为投资者创造差异化投资机会。据追风交易台消息,瑞银最新报告预计美元将持续贬值,并对全球股市构成利好,特别是新兴市场——基于过去十年的贝塔系数,DXY美元指数下跌10%可为新兴市场带来9%的超额收益。对中国投资者而言,瑞银预计人民币兑美元将略偏向强势。A股作为新兴市场一部分,将从外资流入中获益,但因外资持股比例仅3.4%,受益空间有限。同时,AH溢价与美元指数...

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