瑞银证券董事长钱于军料中美关系将缓和 中概股来港第二上市趋势不减
瑞银集团召开大中华研讨会,瑞银证券董事长钱于军指,中美关系趋於平静,虽然拜登政府降低过去一两年内中国出口美国货物关税的可能性不高,但是中美关系不会向更坏的方向发展,而中美贸易协定应该会被继续执行,双方关系趋於缓和。
他续指,中国将以结构性改革为主,重视科技自立与内需,国家经济工作会议和後来一系列政府的文件,都着重强调了双循环、结构性改革以及科技创新的重要性,料扩大内需也是发展的重要目标,相信中国的文化行业、部分服务行业,甚至金融行业未来若干年都有非常好的前景。他相信中国会进一步开放,尤其是金融服务和资本市场方面的开放。进一步对外开放是双循环里面不可缺少的一个国际的循环。
针对制裁实体清单可能造成混乱和动荡,他认为是上一届美国政府的遗留问题,给国内外的投资人造成了一定混乱,因此还要观察新一届美国政府的态度。而中国商务部也出台了相关的法律,在某种意义上给正常投资中国市场的国内外机构一定保护,而不是允许其他国家没有限制的进行长臂监管。
他相信在美上市企业回归香港进行二次上市趋势不减,从业务情况看,很多项目正在准备中,这个趋势将保持强劲。另外他亦相信人民币将保持相对强势,交易范围更广,而各方面的数据支持着人民币保持强势的状态,不过强调人民币不会一直过於强势,宏观监管层也会充分发挥市场的作用,使汇率处在一个稳健平衡的状态。(el/u) ~
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