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中金策略:人民币走强有利港股与资金流入 _ 东方财富网

【中金策略:人民币走强有利港股与资金流入】人民币创下自2018年5月以来的最高水平,且美元兑人民币突破6.4的关口。我们将人民币升值归因于美元整体走势疲软及流动性充裕,同时中国资产吸引力上升。除中国内地市场之外,人民币走强同样利好港股市场、市盈率及海外资金流入。尽管部分投资者可能担心人民币走强背景下,潜在汇兑损失可能对南下资金流入造成不利影响...
Hong Kong B Ali Baba Square Daqi Health Science Fund In Issue Dacheng Hua B Bo The Fund China

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