中信证券:预计人民币汇率破7仍需要更多催化

金融界
Sep 02
中信证券研报称,8月下旬,在美元指数偏弱运行创造了相对温和的外部环境、央行中间价报价释放较强的汇率预期引导、以及近期国内权益市场表现亮眼或一定程度吸引了外资流入等内外因素共振的驱动下,人民币汇率经历了一轮快速升值,美元兑在岸人民币汇率录得年内新低。短期来看,我们认为人民币汇率有望震荡偏强,并逐步回归“三价合一”。随着年底的临近,若人民币汇率能维持偏强震荡,预计相关结汇需求有望继续支撑人民币汇率,但当前国内基本面对于汇率而言更多起到托底作用,权益市场迎来外资流入但债券市场面临一定流出压力,预计人民币汇率破7仍需要更多催化。

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