春节后开市至今，外汇市场迎来一轮清晰的升值行情：截至2月26日，在岸人民币兑美元收报6.8383，单日下调209个基点；离岸人民币盘中突破6.83关口，2月以来在岸、离岸汇率累计升值均超1%。美元兑人民币不断走低，背后是内外因素共振的结果。那么，这一变化会不会对A股形成利好效应？要找到答案，首先要看汇率走强的内在逻辑。笔者认为，从外部来看，美元指数持续走弱是核心推手。美国政策不确定性上升，市场对...
Source Link春节后开市至今，外汇市场迎来一轮清晰的升值行情：截至2月26日，在岸人民币兑美元收报6.8383，单日下调209个基点；离岸人民币盘中突破6.83关口，2月以来在岸、离岸汇率累计升值均超1%。美元兑人民币不断走低，背后是内外因素共振的结果。那么，这一变化会不会对A股形成利好效应？要找到答案，首先要看汇率走强的内在逻辑。笔者认为，从外部来看，美元指数持续走弱是核心推手。美国政策不确定性上升，市场对...
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