近期,一个有意思但又让人意外的现象是:一方面,人民币持续走强迭创新高,离岸人民币兑美元汇率10月初以来升值1.3%,距离7的整数关口只有“一步之遥”;但另一方面,股市却持续回调,尤其是原本应该对汇率和资金流向更敏感的港股市场,跌幅反而更大,恒科从10月初高点下跌15%。历史上,汇率走势与AH两地市场都有较强的正相关性,因为汇率走强往往意味着外资流入和中国基本面向好,更不用说港股还有人民币走强折算到...
Source Link近期,一个有意思但又让人意外的现象是:一方面,人民币持续走强迭创新高,离岸人民币兑美元汇率10月初以来升值1.3%,距离7的整数关口只有“一步之遥”;但另一方面,股市却持续回调,尤其是原本应该对汇率和资金流向更敏感的港股市场,跌幅反而更大,恒科从10月初高点下跌15%。历史上,汇率走势与AH两地市场都有较强的正相关性,因为汇率走强往往意味着外资流入和中国基本面向好,更不用说港股还有人民币走强折算到...
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