近期,人民币汇率持续升值,9月17日早间,离岸人民币兑美元升破7.10关口,为去年11月以来首次。分析认为,人民币汇率的走向是此轮中国资产重估的核心变量,若美元指数偏弱,同时人民币开启升值通道,外资将大概率增持中国权益资产。9月被视为一个重要的观察窗口,如果届时美联储如期降息,中美利差收窄,将为人民币升值创造有利条件。华泰证券认为,资本从4月开始已经从流出转为流入中国,人民币升值已“蓄势”数月,且...
Source Link近期,人民币汇率持续升值,9月17日早间,离岸人民币兑美元升破7.10关口,为去年11月以来首次。分析认为,人民币汇率的走向是此轮中国资产重估的核心变量,若美元指数偏弱,同时人民币开启升值通道,外资将大概率增持中国权益资产。9月被视为一个重要的观察窗口,如果届时美联储如期降息,中美利差收窄,将为人民币升值创造有利条件。华泰证券认为,资本从4月开始已经从流出转为流入中国,人民币升值已“蓄势”数月,且...
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