短期或有震荡,无碍中期行情外部汇率仍是有利条件,推动跨年行情延续近期美元指数有所反弹,主要受地缘政治风险推升避险需求,以及美联储政策预期分歧带来阶段性支撑。但另一方面,人民币汇率仍然坚挺,出口韧性与贸易顺差提供基础支撑,叠加岁末年初企业集中结汇释放外汇流动性,以及人民币国际地位提升、人民币资产吸引力上升,共同导致近期人民币汇率表现较强。对A股而言,人民币升值有望吸引海外资金,并对A股估值中枢提供...
Source Link短期或有震荡,无碍中期行情外部汇率仍是有利条件,推动跨年行情延续近期美元指数有所反弹,主要受地缘政治风险推升避险需求,以及美联储政策预期分歧带来阶段性支撑。但另一方面,人民币汇率仍然坚挺,出口韧性与贸易顺差提供基础支撑,叠加岁末年初企业集中结汇释放外汇流动性,以及人民币国际地位提升、人民币资产吸引力上升,共同导致近期人民币汇率表现较强。对A股而言,人民币升值有望吸引海外资金,并对A股估值中枢提供...
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