• 微博
  • 微信微信二维码

广东省人民政府首页  >  要闻动态  >  广东要闻

【招商宏观】汇率“阴谋论”再度升温——全球视野看中国资产周报

来源: 南方日报网络版     时间: 2019年07月23日 06:22:08
【字体:

求北京赛车微信群平台直招龙虎代理客服QQ【3512✰280158】诚招代理【在线开户网址um996.com】龙虎和龙虎1赔2.211合1赔9.95,定位胆1赔9.95腾讯分分彩,5分,10分彩,最高返水100反9快,最高赔率,正规信誉大平台平台24h提供注册及登录。【招商宏观】汇率“阴谋论”再度升温——全球视野看中国资产周报

5亿分手费仅剩1.5亿!赵薇前嫂子也宣布出手套现了….. 不敢相信!别了,飞机;别了,高房价?! 网传锤子楼下有人拉横幅还我血汗钱锤子尚未回应 扎心了!昔日与梅西齐名的英超巨星如今已沦为交易“添头”? 罗旭东刘炜先后受伤,后卫线三选一,李秋平只能被迫重用此人? 拳王血战到底!八人战刘中带伤夺冠赢三万奖金 阿里巴巴与比利时政府签署谅解备忘录 推动跨境贸易 曝皇马又一大将寻求离队 曾助球队夺3冠王如今被无情被抛弃 eBay启动为期12天的圣诞促销活动 多款产品5折销售 亚洲杯倒计时1个月!中韩足球狭路相逢,里皮曾在长沙破解恐韩症 阿森纳备好3000万转会费,与巴萨拜仁竞争法甲天才飞翼 SD:杰夫再次大战兰迪!AJ今天遭到重创! 年度最佳比赛再度上演?巨石强森表妹大战十字固女王,究竟谁更胜一筹? 寒光扬言要干掉全体训练生,强弱不等赛正式敲定! 国足球员围攻伊朗裁判,前足协主席:我坚决反对你们这种做法!

(G20峰)(会)(上)(中)(美)(两)(国)(元)(首)(会)(谈)(取)(得)(一)(定)(成)(果)(,使)(得)(全)(球)(避)(险)(情)(绪)(出)(现)(一)(定)(回)(落)(,虽)(然)(后)(续)(90天)(的)(谈)(判)(仍)(有)(较)(大)(不)(确)(定)(性)(,但)(贸)(易)(摩)(擦)(的)(边)(际)(缓)(和)(仍)(一)(定)(程)(度)(上)(提)(振)(了)(全)(球)(风)(险)(偏)(好)(。12月)(3日)(VIX指)(数)(收)(于)(16.44。
上)(周)(央)(行)(继)(续)(暂)(停)(公)(开)(市)(场)(操)(作)(,截)(至)(本)(周)(二)(已)(连)(续)(28个)(交)(易)(日)(暂)(停)(操)(作)(,但)(资)(金)(面)(整)(体)(上)(仍)(偏)(宽)(松)(,月)(末)(财)(政)(支)(出)(是)(其)(中)(一)(个)(重)(要)(的)(因)(素)(。债)(券)(市)(场)(受)(益)(于)(不)(达)(预)(期)(的)(PMI数)(据)(影)(响)(以)(及)(对)(美)(联)(储)(的)(“鸽)(派)(”解)(读)(,中)(国)(10年)(期)(国)(债)(收)(益)(率)(12月)(3日)(收)(于)(3.35%,相)(较)(11月)(23日)(下)(行)(4bp。12月)(3日)(美)(国)(10年)(期)(国)(债)(收)(益)(率)(相)(较)(11月)(23日)(下)(行)(7bp至)(2.98%。中)(美)(利)(差)(相)(较)(23日)(小)(幅)(走)(扩)(3bp至)(37bp,仍)(在)(较)(低)(水)(平)(。
中)(美)(贸)(易)(摩)(擦)(的)(边)(际)(缓)(和)(使)(得)(市)(场)(对)(于)(中)(国)(经)(济)(基)(本)(面)(的)(担)(忧)(减)(轻)(,同)(时)(避)(险)(情)(绪)(有)(所)(降)(温)(以)(及)(国)(际)(资)(金)(的)(流)(入)(,导)(致)(人)(民)(币)(汇)(率)(出)(现)(明)(显)(升)(值)(,从)(中)(国)(外)(汇)(市)(场)(交)(易)(量)(指)(数)(来)(看)(,12月)(开)(始)(也)(出)(现)(较)(为)(明)(显)(反)(弹)(。
12月)(招)(商)(外)(汇)(供)(求)(强)(弱)(指)(标)(明)(显)(跳)(升)(,但)(由)(于)(样)(本)(时)(间)(较)(短)(相)(关)(数)(据)(可)(能)(存)(在)(一)(定)(偏)(误)(,G20峰)(会)(之)(后)(外)(资)(增)(持)(人)(民)(币)(资)(产)(可)(能)(是)(外)(汇)(供)(应)(方)(面)(的)(一)(个)(有)(力)(支)(撑)(。但)(从)(整)(体)(上)(看)(,我)(国)(的)(外)(汇)(供)(求)(形)(势)(仍)(未)(到)(明)(显)(改)(善)(的)(时)(点)(,经)(济)(增)(速)(的)(进)(一)(步)(回)(落)(也)(将)(拖)(累)(汇)(率)(走)(势)(。亚)(洲)(新)(兴)(市)(场)(资)(金)(流)(动)(指)(标)(近)(期)(也)(出)(现)(边)(际)(改)(善)(。
近)(期)(港)(元)(有)(所)(走)(强)(。截)(至)(12月)(4日)(盘)(中)(,港)(元)(兑)(美)(元)(汇)(率)(相)(较)(11月)(23日)(升)(值)(224pips至)(7.8034。
陆)(股)(通)(北)(向)(上)(周)(累)(计)(流)(入)(资)(金)(109.85亿)(元)(,本)(周)(前)(两)(日)(流)(入)(164.33亿)(元)(,中)(美)(贸)(易)(摩)(擦)(边)(际)(缓)(和)(刺)(激)(了)(外)(资)(大)(幅)(增)(持)(人)(民)(币)(资)(产)(,上)(周)(五)(至)(本)(周)(二)(的)(3个)(交)(易)(日)(内)(外)(资)(通)(过)(陆)(股)(通)(累)(计)(买)(入)(超)(过)(200亿)(元)(。近)(7日)(外)(资)(增)(持)(的)(板)(块)(集)(中)(于)(金)(融)((中)(国)(平)(安)(、招)(商)(银)(行)(、平)(安)(银)(行)(、中)(信)(证)(券)(、兴)(业)(银)(行)()、食)(品)(饮)(料)((贵)(州)(茅)(台)(、五)(粮)(液)(、伊)(利)(股)(份)()、家)(电)((美)(的)(集)(团)()、电)(子)((海)(康)(威)(视)()等)(。
近)(日)(将)(公)(布)(11月)(外)(资)(买)(债)(数)(据)(,11月)(全)(月)(的)(增)(持)(情)(况)(很)(可)(能)(仍)(较)(弱)(。
近)(期)(资)(金)(面)(整)(体)(仍)(维)(持)(较)(为)(宽)(松)(的)(状)(态)(,截)(至)(12月)(3日)(,DR007相)(较)(11月)(23日)(上)(行)(2bp,R007则)(上)(行)(6bp。
12月)(3日)(中)(国)(10年)(国)(债)(利)(率)(收)(于)(3.3500%,相)(较)(11月)(23日)(下)(行)(4bp,短)(端)(收)(益)(率)(下)(行)(幅)(度)(略)(小)(,期)(限)(利)(差)(小)(幅)(收)(窄)(1bp至)(87bp。
不)(同)(等)(级)(信)(用)(利)(差)(均)(有)(所)(抬)(升)(。截)(至)(12月)(3日)(,高)(等)(级)(信)(用)(利)(差)(相)(较)(11月)(23日)(抬)(升)(11bp,中)(低)(等)(级)(信)(用)(利)(差)(抬)(升)(10bp。
上)(周)(A股)(市)(场)(维)(持)(震)(荡)(,本)(周)(开)(始)(出)(现)(大)(幅)(反)(弹)(。A股)(上)(周)(累)(计)(上)(涨)(8.7点)(,涨)(幅)(为)(0.34%,上)(证)(50指)(数)(上)(周)(累)(计)(上)(涨)(28.84点)(,涨)(幅)(为)(1.2%,创)(业)(板)(指)(数)(上)(周)(涨)(幅)(为)(1.58%。本)(周)(上)(证)(综)(指)(出)(现)(明)(显)(反)(弹)(,累)(计)(上)(涨)(3.0%,上)(证)(50本)(周)(前)(两)(日)(累)(计)(上)(涨)(2.8%。
上)(周)(全)(球)(市)(场)(均)(出)(现)(不)(同)(程)(度)(的)(上)(涨)(,累)(计)(4周)(的)(情)(况)(来)(看)(则)(涨)(跌)(不)(一)(,A股)(表)(现)(较)(弱)(。本)(周)(A股)(继)(续)(反)(弹)(,日)(经)(指)(数)(在)(样)(本)(中)(表)(现)(最)(弱)(。
12月)(4日)(人)(民)(币)(汇)(率)(收)(于)(6.8401,相)(较)(11月)(23日)(收)(盘)(大)(幅)(升)(值)(1020pips,其)(中)(近)(两)(日)(累)(计)(升)(值)(1035pips。境)(外)(机)(构)(对)(冲)(人)(民)(币)(汇)(率)(风)(险)(的)(成)(本)(仍)(维)(持)(在)(负)(值)(。
美)(元)(指)(数)(再)(度)(跌)(落)(97下)(方)(以)(及)(风)(险)(偏)(好)(的)(回)(暖)(,导)(致)(新)(兴)(市)(场)(与)(亚)(洲)(货)(币)(均)(出)(现)(升)(值)(。
核)(心)(观)(点)(:
本)(周)(前)(两)(日)(人)(民)(币)(持)(续)(大)(幅)(升)(值)(,累)(计)(升)(值)(1035pips,升)(值)(幅)(度)(超)(过)(1.5%,而)(与)(此)(同)(时)(,美)(元)(指)(数)(虽)(再)(度)(跌)(落)(97关)(口)(但)(仅)(累)(计)(贬)(值)(0.7%,在)(6个)(月)(之)(后)(人)(民)(币)(再)(次)(呈)(现)(“相)(对)(强)(势)(”。而)(每)(当)(汇)(率)(出)(现)(大)(幅)(波)(动)(时)(,市)(场)(往)(往)(乐)(于)(将)(背)(后)(的)(原)(因)(归)(结)(于)(诸)(如)(政)(治)(妥)(协)(之)(类)(的)(阴)(谋)(论)(,今)(年)(以)(来)(市)(场)(大)(致)(经)(历)(了)(3轮)(阴)(谋)(论)(的)(冲)(击)(,4月)(份)(的)(“广)(场)(协)(议)(”,6月)(份)(的)(“贬)(值)(促)(出)(口)(”,近)(日)(再)(次)(回)(到)(“广)(场)(协)(议)(”,其)(背)(后)(不)(断)(变)(换)(的)(逻)(辑)(,每)(次)(都)(看)(似)(在)(理)(但)(却)(也)(找)(不)(到)(支)(撑)(的)(证)(据)(,这)(也)(是)(我)(们)(认)(为)(阴)(谋)(论)(最)(不)(可)(取)(的)(一)(个)(方)(面)(。
应)(当)(如)(何)(看)(待)(近)(两)(日)(人)(民)(币)(的)(强)(势)(?我)(们)(认)(为)(外)(资)(在)(我)(国)(资)(本)(市)(场)(的)(流)(入)(流)(出)(很)(可)(能)(仍)(是)(主)(导)(因)(素)(,这)(与)(资)(本)(市)(场)(逐)(步)(开)(放)(条)(件)(下)(我)(国)(外)(汇)(供)(求)(形)(势)(所)(出)(现)(的)(新)(变)(化)(密)(不)(可)(分)(。市)(场)(对)(美)(联)(储)(官)(员)(近)(期)(讲)(话)(解)(读)(“偏)(鸽)(”,而)(G20峰)(会)(后)(中)(美)(贸)(易)(摩)(擦)(出)(现)(边)(际)(缓)(和)(,全)(球)(避)(险)(情)(绪)(有)(所)(回)(落)(,在)(一)(定)(程)(度)(上)(也)(缓)(解)(了)(外)(资)(对)(我)(国)(经)(济)(下)(行)(的)(担)(忧)(,这)(可)(能)(都)(促)(使)(外)(资)(阶)(段)(性)(增)(配)(人)(民)(币)(资)(产)(,进)(而)(可)(能)(影)(响)(到)(资)(本)(流)(动)(与)(汇)(率)(走)(势)(。本)(周)(前)(两)(日)(陆)(股)(通)(累)(计)(流)(入)(资)(金)(164.33亿)(元)(增)(持)(A股)(,这)(在)(历)(史)(上)(已)(是)(较)(快)(的)(流)(入)(速)(度)(,从)(债)(券)(交)(易)(员)(反)(馈)(的)(情)(况)(来)(看)(,人)(民)(币)(债)(券)(近)(日)(也)(同)(样)(得)(到)(了)(境)(外)(机)(构)(的)(积)(极)(增)(持)(,当)(然)(债)(市)(方)(面)(数)(据)(有)(待)(后)(续)(验)(证)(。
展)(望)(后)(市)(,美)(联)(储)(加)(息)(未)(止)(,我)(国)(经)(济)(增)(长)(仍)(面)(临)(下)(行)(压)(力)(,中)(美)(90天)(贸)(易)(谈)(判)(也)(具)(有)(较)(大)(不)(确)(定)(性)(,目)(前)(我)(们)(仍)(看)(不)(到)(人)(民)(币)(继)(续)(趋)(势)(性)(升)(值)(的)(可)(能)(,对)(于)(“猴)(性)(”外)(资)(所)(引)(发)(的)(汇)(率)(波)(动)(,我)(们)(都)(应)(当)(避)(免)(“大)(惊)(小)(怪)(”。
以)(下)(为)(正)(文)(内)(容)(:
国)(际)(资)(本)(流)(动)(的)(决)(定)(因)(素)(、传)(导)(渠)(道)(与)(中)(国)(资)(产)(价)(格)(表)(现)(
市)(场)(对)(于)(近)(期)(美)(联)(储)(官)(员)(谈)(话)(的)(理)(解)(“偏)(鸽)(”,美)(元)(指)(数)(以)(及)(美)(债)(收)(益)(率)(受)(此)(影)(响)(表)(现)(较)(为)(疲)(弱)(,美)(元)(指)(数)(上)(周)(反)(复)(试)(探)(97关)(口)(,上)(周)(五)(在)(中)(美)(贸)(易)(摩)(擦)(缓)(和)(消)(息)(支)(撑)(下)(再)(度)(冲)(上)(97,此)(后)(重)(新)(回)(落)(。后)(续)(需)(要)(关)(注)(市)(场)(理)(解)(与)(美)(联)(储)(实)(际)(操)(作)(之)(间)(是)(否)(存)(在)(预)(期)(差)(。12月)(4日)(盘)(中)(美)(元)(指)(数)(报)(96.56,相)(较)(12月)(23日)(贬)(值)(0.4%。
G20峰)(会)(上)(中)(美)(两)(国)(元)(首)(会)(谈)(取)(得)(一)(定)(成)(果)(,使)(得)(全)(球)(避)(险)(情)(绪)(出)(现)(一)(定)(回)(落)(,虽)(然)(后)(续)(90天)(的)(谈)(判)(仍)(有)(较)(大)(不)(确)(定)(性)(,但)(贸)(易)(摩)(擦)(的)(边)(际)(缓)(和)(仍)(一)(定)(程)(度)(上)(提)(振)(了)(全)(球)(风)(险)(偏)(好)(。12月)(3日)(VIX指)(数)(收)(于)(16.44。
上)(周)(央)(行)(继)(续)(暂)(停)(公)(开)(市)(场)(操)(作)(,截)(至)(本)(周)(二)(已)(连)(续)(28个)(交)(易)(日)(暂)(停)(操)(作)(,但)(资)(金)(面)(整)(体)(上)(仍)(偏)(宽)(松)(,月)(末)(财)(政)(支)(出)(是)(其)(中)(一)(个)(重)(要)(的)(因)(素)(。债)(券)(市)(场)(受)(益)(于)(不)(达)(预)(期)(的)(PMI数)(据)(影)(响)(以)(及)(对)(美)(联)(储)(的)(“鸽)(派)(”解)(读)(,中)(国)(10年)(期)(国)(债)(收)(益)(率)(12月)(3日)(收)(于)(3.35%,相)(较)(11月)(23日)(下)(行)(4bp。12月)(3日)(美)(国)(10年)(期)(国)(债)(收)(益)(率)(相)(较)(11月)(23日)(下)(行)(7bp至)(2.98%。中)(美)(利)(差)(相)(较)(23日)(小)(幅)(走)(扩)(3bp至)(37bp,仍)(在)(较)(低)(水)(平)(。
中)(美)(贸)(易)(摩)(擦)(的)(边)(际)(缓)(和)(使)(得)(市)(场)(对)(于)(中)(国)(经)(济)(基)(本)(面)(的)(担)(忧)(减)(轻)(,同)(时)(避)(险)(情)(绪)(有)(所)(降)(温)(以)(及)(国)(际)(资)(金)(的)(流)(入)(,导)(致)(人)(民)(币)(汇)(率)(出)(现)(明)(显)(升)(值)(,从)(中)(国)(外)(汇)(市)(场)(交)(易)(量)(指)(数)(来)(看)(,12月)(开)(始)(也)(出)(现)(较)(为)(明)(显)(反)(弹)(。
12月)(招)(商)(外)(汇)(供)(求)(强)(弱)(指)(标)(明)(显)(跳)(升)(,但)(由)(于)(样)(本)(时)(间)(较)(短)(相)(关)(数)(据)(可)(能)(存)(在)(一)(定)(偏)(误)(,G20峰)(会)(之)(后)(外)(资)(增)(持)(人)(民)(币)(资)(产)(可)(能)(是)(外)(汇)(供)(应)(方)(面)(的)(一)(个)(有)(力)(支)(撑)(。但)(从)(整)(体)(上)(看)(,我)(国)(的)(外)(汇)(供)(求)(形)(势)(仍)(未)(到)(明)(显)(改)(善)(的)(时)(点)(,经)(济)(增)(速)(的)(进)(一)(步)(回)(落)(也)(将)(拖)(累)(汇)(率)(走)(势)(。亚)(洲)(新)(兴)(市)(场)(资)(金)(流)(动)(指)(标)(近)(期)(也)(出)(现)(边)(际)(改)(善)(。
近)(期)(港)(元)(有)(所)(走)(强)(。截)(至)(12月)(4日)(盘)(中)(,港)(元)(兑)(美)(元)(汇)(率)(相)(较)(11月)(23日)(升)(值)(224pips至)(7.8034。
陆)(股)(通)(北)(向)(上)(周)(累)(计)(流)(入)(资)(金)(109.85亿)(元)(,本)(周)(前)(两)(日)(流)(入)(164.33亿)(元)(,中)(美)(贸)(易)(摩)(擦)(边)(际)(缓)(和)(刺)(激)(了)(外)(资)(大)(幅)(增)(持)(人)(民)(币)(资)(产)(,上)(周)(五)(至)(本)(周)(二)(的)(3个)(交)(易)(日)(内)(外)(资)(通)(过)(陆)(股)(通)(累)(计)(买)(入)(超)(过)(200亿)(元)(。近)(7日)(外)(资)(增)(持)(的)(板)(块)(集)(中)(于)(金)(融)((中)(国)(平)(安)(、招)(商)(银)(行)(、平)(安)(银)(行)(、中)(信)(证)(券)(、兴)(业)(银)(行)()、食)(品)(饮)(料)((贵)(州)(茅)(台)(、五)(粮)(液)(、伊)(利)(股)(份)()、家)(电)((美)(的)(集)(团)()、电)(子)((海)(康)(威)(视)()等)(。
近)(日)(将)(公)(布)(11月)(外)(资)(买)(债)(数)(据)(,11月)(全)(月)(的)(增)(持)(情)(况)(很)(可)(能)(仍)(较)(弱)(。
近)(期)(资)(金)(面)(整)(体)(仍)(维)(持)(较)(为)(宽)(松)(的)(状)(态)(,截)(至)(12月)(3日)(,DR007相)(较)(11月)(23日)(上)(行)(2bp,R007则)(上)(行)(6bp。
12月)(3日)(中)(国)(10年)(国)(债)(利)(率)(收)(于)(3.3500%,相)(较)(11月)(23日)(下)(行)(4bp,短)(端)(收)(益)(率)(下)(行)(幅)(度)(略)(小)(,期)(限)(利)(差)(小)(幅)(收)(窄)(1bp至)(87bp。
不)(同)(等)(级)(信)(用)(利)(差)(均)(有)(所)(抬)(升)(。截)(至)(12月)(3日)(,高)(等)(级)(信)(用)(利)(差)(相)(较)(11月)(23日)(抬)(升)(11bp,中)(低)(等)(级)(信)(用)(利)(差)(抬)(升)(10bp。
上)(周)(A股)(市)(场)(维)(持)(震)(荡)(,本)(周)(开)(始)(出)(现)(大)(幅)(反)(弹)(。A股)(上)(周)(累)(计)(上)(涨)(8.7点)(,涨)(幅)(为)(0.34%,上)(证)(50指)(数)(上)(周)(累)(计)(上)(涨)(28.84点)(,涨)(幅)(为)(1.2%,创)(业)(板)(指)(数)(上)(周)(涨)(幅)(为)(1.58%。本)(周)(上)(证)(综)(指)(出)(现)(明)(显)(反)(弹)(,累)(计)(上)(涨)(3.0%,上)(证)(50本)(周)(前)(两)(日)(累)(计)(上)(涨)(2.8%。
上)(周)(全)(球)(市)(场)(均)(出)(现)(不)(同)(程)(度)(的)(上)(涨)(,累)(计)(4周)(的)(情)(况)(来)(看)(则)(涨)(跌)(不)(一)(,A股)(表)(现)(较)(弱)(。本)(周)(A股)(继)(续)(反)(弹)(,日)(经)(指)(数)(在)(样)(本)(中)(表)(现)(最)(弱)(。
12月)(4日)(人)(民)(币)(汇)(率)(收)(于)(6.8401,相)(较)(11月)(23日)(收)(盘)(大)(幅)(升)(值)(1020pips,其)(中)(近)(两)(日)(累)(计)(升)(值)(1035pips。境)(外)(机)(构)(对)(冲)(人)(民)(币)(汇)(率)(风)(险)(的)(成)(本)(仍)(维)(持)(在)(负)(值)(。
美)(元)(指)(数)(再)(度)(跌)(落)(97下)(方)(以)(及)(风)(险)(偏)(好)(的)(回)(暖)(,导)(致)(新)(兴)(市)(场)(与)(亚)(洲)(货)(币)(均)(出)(现)(升)(值)(。
33亿)(元)(增)(持)(A股)(,这)(在)(历)(史)(上)(已)(是)(较)(快)(的)(流)(入)(速)(度)(,从)(债)(券)(交)(易)(员)(反)(馈)(的)(情)(况)(来)(看)(,人)(民)(币)(债)(券)(近)(日)(也)(同)(样)(得)(到)(了)(境)(外)(机)(构)(的)(积)(极)(增)(持)(,当)(然)(债)(市)(方)(面)(数)(据)(有)(待)(后)(续)(验)(证)(。
展)(望)(后)(市)(,美)(联)(储)(加)(息)(未)(止)(,我)(国)(经)(济)(增)(长)(仍)(面)(临)(下)(行)(压)(力)(,中)(美)(90天)(贸)(易)(谈)(判)(也)(具)(有)(较)(大)(不)(确)(定)(性)(,目)(前)(我)(们)(仍)(看)(不)(到)(人)(民)(币)(继)(续)(趋)(势)(性)(升)(值)(的)(可)(能)(,对)(于)(“猴)(性)(”外)(资)(所)(引)(发)(的)(汇)(率)(波)(动)(,我)(们)(都)(应)(当)(避)(免)(“大)(惊)(小)(怪)(”。
以)(下)(为)(正)(文)(内)(容)(:
国)(际)(资)(本)(流)(动)(的)(决)(定)(因)(素)(、传)(导)(渠)(道)(与)(中)(国)(资)(产)(价)(格)(表)(现)(
市)(场)(对)(于)(近)(期)(美)(联)(储)(官)(员)(谈)(话)(的)(理)(解)(“偏)(鸽)(”,美)(元)(指)(数)(以)(及)(美)(债)(收)(益)(率)(受)(此)(影)(响)(表)(现)(较)(为)(疲)(弱)(,美)(元)(指)(数)(上)(周)(反)(复)(试)(探)(97关)(口)(,上)(周)(五)(在)(中)(美)(贸)(易)(摩)(擦)(缓)(和)(消)(息)(支)(撑)(下)(再)(度)(冲)(上)(97,此)(后)(重)(新)(回)(落)(。后)(续)(需)(要)(关)(注)(市)(场)(理)(解)(与)(美)(联)(储)(实)(际)(操)(作)(之)(间)(是)(否)(存)(在)(预)(期)(差)(。12月)(4日)(盘)(中)(美)(元)(指)(数)(报)(96.56,相)(较)(12月)(23日)(贬)(值)(0.4%。
G20峰)(会)(上)(中)(美)(两)(国)(元)(首)(会)(谈)(取)(得)(一)(定)(成)(果)(,使)(得)(全)(球)(避)(险)(情)(绪)(出)(现)(一)(定)(回)(落)(,虽)(然)(后)(续)(90天)(的)(谈)(判)(仍)(有)(较)(大)(不)(确)(定)(性)(,但)(贸)(易)(摩)(擦)(的)(边)(际)(缓)(和)(仍)(一)(定)(程)(度)(上)(提)(振)(了)(全)(球)(风)(险)(偏)(好)(。12月)(3日)(VIX指)(数)(收)(于)(16.44。
上)(周)(央)(行)(继)(续)(暂)(停)(公)(开)(市)(场)(操)(作)(,截)(至)(本)(周)(二)(已)(连)(续)(28个)(交)(易)(日)(暂)(停)(操)(作)(,但)(资)(金)(面)(整)(体)(上)(仍)(偏)(宽)(松)(,月)(末)(财)(政)(支)(出)(是)(其)(中)(一)(个)(重)(要)(的)(因)(素)(。债)(券)(市)(场)(受)(益)(于)(不)(达)(预)(期)(的)(PMI数)(据)(影)(响)(以)(及)(对)(美)(联)(储)(的)(“鸽)(派)(”解)(读)(,中)(国)(10年)(期)(国)(债)(收)(益)(率)(12月)(3日)(收)(于)(3.35%,相)(较)(11月)(23日)(下)(行)(4bp。12月)(3日)(美)(国)(10年)(期)(国)(债)(收)(益)(率)(相)(较)(11月)(23日)(下)(行)(7bp至)(2.98%。中)(美)(利)(差)(相)(较)(23日)(小)(幅)(走)(扩)(3bp至)(37bp,仍)(在)(较)(低)(水)(平)(。
中)(美)(贸)(易)(摩)(擦)(的)(边)(际)(缓)(和)(使)(得)(市)(场)(对)(于)(中)(国)(经)(济)(基)(本)(面)(的)(担)(忧)(减)(轻)(,同)(时)(避)(险)(情)(绪)(有)(所)(降)(温)(以)(及)(国)(际)(资)(金)(的)(流)(入)(,导)(致)(人)(民)(币)(汇)(率)(出)(现)(明)(显)(升)(值)(,从)(中)(国)(外)(汇)(市)(场)(交)(易)(量)(指)(数)(来)(看)(,12月)(开)(始)(也)(出)(现)(较)(为)(明)(显)(反)(弹)(。
12月)(招)(商)(外)(汇)(供)(求)(强)(弱)(指)(标)(明)(显)(跳)(升)(,但)(由)(于)(样)(本)(时)(间)(较)(短)(相)(关)(数)(据)(可)(能)(存)(在)(一)(定)(偏)(误)(,G20峰)(会)(之)(后)(外)(资)(增)(持)(人)(民)(币)(资)(产)(可)(能)(是)(外)(汇)(供)(应)(方)(面)(的)(一)(个)(有)(力)(支)(撑)(。但)(从)(整)(体)(上)(看)(,我)(国)(的)(外)(汇)(供)(求)(形)(势)(仍)(未)(到)(明)(显)(改)(善)(的)(时)(点)(,经)(济)(增)(速)(的)(进)(一)(步)(回)(落)(也)(将)(拖)(累)(汇)(率)(走)(势)(。亚)(洲)(新)(兴)(市)(场)(资)(金)(流)(动)(指)(标)(近)(期)(也)(出)(现)(边)(际)(改)(善)(。
近)(期)(港)(元)(有)(所)(走)(强)(。截)(至)(12月)(4日)(盘)(中)(,港)(元)(兑)(美)(元)(汇)(率)(相)(较)(11月)(23日)(升)(值)(224pips至)(7.8034。
陆)(股)(通)(北)(向)(上)(周)(累)(计)(流)(入)(资)(金)(109.85亿)(元)(,本)(周)(前)(两)(日)(流)(入)(164.33亿)(元)(,中)(美)(贸)(易)(摩)(擦)(边)(际)(缓)(和)(刺)(激)(了)(外)(资)(大)(幅)(增)(持)(人)(民)(币)(资)(产)(,上)(周)(五)(至)(本)(周)(二)(的)(3个)(交)(易)(日)(内)(外)(资)(通)(过)(陆)(股)(通)(累)(计)(买)(入)(超)(过)(200亿)(元)(。近)(7日)(外)(资)(增)(持)(的)(板)(块)(集)(中)(于)(金)(融)((中)(国)(平)(安)(、招)(商)(银)(行)(、平)(安)(银)(行)(、中)(信)(证)(券)(、兴)(业)(银)(行)()、食)(品)(饮)(料)((贵)(州)(茅)(台)(、五)(粮)(液)(、伊)(利)(股)(份)()、家)(电)((美)(的)(集)(团)()、电)(子)((海)(康)(威)(视)()等)(。
近)(日)(将)(公)(布)(11月)(外)(资)(买)(债)(数)(据)(,11月)(全)(月)(的)(增)(持)(情)(况)(很)(可)(能)(仍)(较)(弱)(。
近)(期)(资)(金)(面)(整)(体)(仍)(维)(持)(较)(为)(宽)(松)(的)(状)(态)(,截)(至)(12月)(3日)(,DR007相)(较)(11月)(23日)(上)(行)(2bp,R007则)(上)(行)(6bp。
12月)(3日)(中)(国)(10年)(国)(债)(利)(率)(收)(于)(3.3500%,相)(较)(11月)(23日)(下)(行)(4bp,短)(端)(收)(益)(率)(下)(行)(幅)(度)(略)(小)(,期)(限)(利)(差)(小)(幅)(收)(窄)(1bp至)(87bp。
不)(同)(等)(级)(信)(用)(利)(差)(均)(有)(所)(抬)(升)(。截)(至)(12月)(3日)(,高)(等)(级)(信)(用)(利)(差)(相)(较)(11月)(23日)(抬)(升)(11bp,中)(低)(等)(级)(信)(用)(利)(差)(抬)(升)(10bp。
上)(周)(A股)(市)(场)(维)(持)(震)(荡)(,本)(周)(开)(始)(出)(现)(大)(幅)(反)(弹)(。A股)(上)(周)(累)(计)(上)(涨)(8.7点)(,涨)(幅)(为)(0.34%,上)(证)(50指)(数)(上)(周)(累)(计)(上)(涨)(28.84点)(,涨)(幅)(为)(1.2%,创)(业)(板)(指)(数)(上)(周)(涨)(幅)(为)(1.58%。本)(周)(上)(证)(综)(指)(出)(现)(明)(显)(反)(弹)(,累)(计)(上)(涨)(3.0%,上)(证)(50本)(周)(前)(两)(日)(累)(计)(上)(涨)(2.8%。
上)(周)(全)(球)(市)(场)(均)(出)(现)(不)(同)(程)(度)(的)(上)(涨)(,累)(计)(4周)(的)(情)(况)(来)(看)(则)(涨)(跌)(不)(一)(,A股)(表)(现)(较)(弱)(。本)(周)(A股)(继)(续)(反)(弹)(,日)(经)(指)(数)(在)(样)(本)(中)(表)(现)(最)(弱)(。
12月)(4日)(人)(民)(币)(汇)(率)(收)(于)(6.8401,相)(较)(11月)(23日)(收)(盘)(大)(幅)(升)(值)(1020pips,其)(中)(近)(两)(日)(累)(计)(升)(值)(1035pips。境)(外)(机)(构)(对)(冲)(人)(民)(币)(汇)(率)(风)(险)(的)(成)(本)(仍)(维)(持)(在)(负)(值)(。
美)(元)(指)(数)(再)(度)(跌)(落)(97下)(方)(以)(及)(风)(险)(偏)(好)(的)(回)(暖)(,导)(致)(新)(兴)(市)(场)(与)(亚)(洲)(货)(币)(均)(出)(现)(升)(值)(。返)(回)(搜)(狐)(,查)(看)(更)(多)(
责)(任)(编)(辑)(:
)


相关文章

版权所有:南方新闻网 粤ICP备05070829 网站标识码4400000131
主办:南方新闻网 协办:广东省经济和信息化委员会 承办:南方新闻网
建议使用1024×768分辨率 IE7.0以上版本浏览器