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《大行报告》花旗:美国将中国剔除货币操控国名单 料人民币汇价短期转强
阿思达克 01-14 15:15

花旗发表报告表示,就中美两国签订首阶段贸易协议前两天,美国财政部在其半年度汇率报告中,把中国剔出货币操控国名单,将其於去年8月将中国列为「汇率操纵国」後行动逆转,该行相信美国今次行动对市场情绪的影响,多於最终实际的影响,并料人民币汇价短期转强。

该行指,当美国总统特朗普早前指中美首阶段贸易谈判近达成协议,人民币兑美元汇价由7.18,到目前转强至6.9水平以下,随着中美两国局部下调去年9月加徵关税幅度,估计可提振中国经济增长0.15个百分点,发展对市场有利。

花旗指,CFETS人民币汇率指数已达92.3,至返回去年8月水平,相信受到中美两国签订首阶段贸易协议预期所支持,亦会吸引资金流入债券及股票市场。随着内地经济基本面见改善迹象,该行相信人民币兑美元汇价短期会呈升值,但从结构而言仍存中美两国的不明朗因素,该行对人民币汇价未来6至12个月走势仍持审慎看法。

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