近期,人民币汇率持续升值,9月17日,离岸人民币兑美元升破7.10关口,为去年11月以来首次。分析指出,人民币合理升值有望加速全球经济“再平衡”,而对于A股市场来说,人民币的升值,意味着外资流入增加、市场资金量变多、交易活跃。对航空、旅游、进口依赖型消费等板块较为有利。部分航司业绩改善乃至扭亏人民币汇率持续升值对哪些板块影响较大呢?据了解,航空行业属于典型的外汇负债类行业,尤其是美元负债,人民币...
Source Link近期,人民币汇率持续升值,9月17日,离岸人民币兑美元升破7.10关口,为去年11月以来首次。分析指出,人民币合理升值有望加速全球经济“再平衡”,而对于A股市场来说,人民币的升值,意味着外资流入增加、市场资金量变多、交易活跃。对航空、旅游、进口依赖型消费等板块较为有利。部分航司业绩改善乃至扭亏人民币汇率持续升值对哪些板块影响较大呢?据了解,航空行业属于典型的外汇负债类行业,尤其是美元负债,人民币...
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