林幽沃:人民币汇率战!捍卫“七”大关
关键词:人民币,汇率
在近期的日子里非美货币并不好过,由于美元的强势攀升严重影响到其他货币的走势,美元出现一枝独秀的情况。人民币也难以逃出美元的魔掌,导致在近期美元兑人民币离岸汇率最高触碰至6.958附近,离7.00大关只有一步之遥。幸运的是,央妈曾经提及美元兑人民币汇率将不会跌破7.00的大关,所以能够看到近期人民币有所回升,暂时获得支撑。
但是,从历史上来看央行出手干预汇率最终的局面都难以得到保障,决定权依然掌握于全球市场上,那么人民币的跌势完结了吗?
大田环球贵金属林幽沃认为影响人民币的走势原因主要有两个:
其一,美国经济强劲的预期有非常强大的吸金能力,加上特朗普大力度推行的税改方案,无论是实体资金亦或是二级市场的资金都分别回流至美国。实体资金对应的是税改方案给企业带来的红利,二级市场资金对应的是美联储利率的提升带来的稳定收益。
其二,我国是典型的出口导向型经济,在特朗普施压下的关税增加令到全球贸易自由产生巨大的风险,国际市场有收紧的迹象,接连影响到我国的经济。而正在此时,我国也面临着产业升级转型的难题,这是直接影响人民币强弱的因素。
总而言之,人民币最终到达的位置其实是取决于国内产业升级转型的决心与捉紧时机的能力,虽然当前大环境比较不友好,但个人还是认为最终可以闯过难关。
人民币的走弱可以带给我们一定的警示,在目前情况下可以把资金投入到有稳定收益率的地方,亦或是进入避险资产中。没有必要在高风险时期来追求高收益的资产,更多的是跟着环境而决定决策即可。
林幽沃简介:
从事外汇、证券等不同金融产品交易多年,具备成熟的交易系统,能够精准追踪主力资金动向,把握行情变化节点与走势,对国际形势及地缘政治变化有较为敏锐的触觉。将多年外汇交易手法运用至贵金属操作当中,擅长为广大投资者提供环球股市信息与国际汇率的走势。
本文来源: 大田环球贵金属
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