QDII额度扩容带动美元理财升温 专家提醒要算清汇率账

智通财经
Sep 11
【QDII额度扩容带动美元理财升温 专家提醒要算清汇率账】新一批合格境内机构投资者额度落地后,美元理财产品加速上新。记者获悉,近期12家理财公司合计新增9.4亿美元额度。此后不到10天,市场上已有28只美元理财产品密集发行。受访专家认为,本轮美元理财升温,最直接的推动因素是QDII额度扩容。展望后市,若美联储进入降息周期,新发产品的业绩比较基准可能随之下行,已经持有存量高息资产的产品,则有望在资产到期前继续获得原有票息。如果同期人民币资产收益率也继续下行,两类产品之间仍可能保留一定利差,美元理财的配置价值不会立即消失。

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