核心观点 人民币今年以来兑美元升值2.8%。许多人将人民币汇率走强归因于美元走弱，但7月后，这一假设已经不再成立。美元指数7月后已反弹2%，但同期人民币兑一篮子货币的汇率（即“名义有效汇率”）攀升2.2%（图表1）。市场一致认为亚洲货币明显低估，升值潜力较大，但实际上，7月后人民币兑亚洲其他货币均开始升值，包括日元、韩元、新币、新台币等等，其中人民币兑日元从低点累积升值近12%！我们重申，人民币...
Source Link核心观点 人民币今年以来兑美元升值2.8%。许多人将人民币汇率走强归因于美元走弱，但7月后，这一假设已经不再成立。美元指数7月后已反弹2%，但同期人民币兑一篮子货币的汇率（即“名义有效汇率”）攀升2.2%（图表1）。市场一致认为亚洲货币明显低估，升值潜力较大，但实际上，7月后人民币兑亚洲其他货币均开始升值，包括日元、韩元、新币、新台币等等，其中人民币兑日元从低点累积升值近12%！我们重申，人民币...
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