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人民幣創逾三年高 高盛:人幣兌美元仍被低估逾20% 上調預測料一年後升至6.5
國家外交部發言人宣布,應國家主席習近平邀請,美國總統特朗普將於5月13至15日(周三至周五)對中國進行國事訪問。人民幣兌美元中間價報6.8467,創2023年3月24日以來新高,按日上調35點。在岸人民幣最新報6.7968兌一美元,屆逾三年高位。高盛上周五(8日)發表報告,指人民幣兌美元匯率被低估逾20%,並上調了對人民幣匯率的預測。該行預計未來一年人民幣將...
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人民幣創逾三年高 高盛:人幣兌美元仍被低估逾20% 上調預測料一年後升至6.5
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國家外交部發言人宣布,應國家主席習近平邀請,美國總統特朗普將於5月13至15日(周三至周五)對中國進行國事訪問。人民幣兌美元中間價報6.8467,創2023年3月24日以來新高,按日上調35點。在岸人民幣最新報6.7968兌一美元,屆逾三年高位。

高盛上周五(8日)發表報告,指人民幣兌美元匯率被低估逾20%,並上調了對人民幣匯率的預測。該行預計未來一年人民幣將持續走強。

該行策略師Kamakshya Trivedi等表示,人民幣匯率仍遠低於中國出口實力和外部盈餘所應達到的水平。該行上調人民幣預測,他們現在預計人民幣匯率將在三個月後達到6.8兌一美元水平,六個月後達到6.7水平,一年後達到6.5兌一美元水平,此前的預測分別為6.85、6.8和6.7。

高盛稱,以佔全球GDP的百分比衡量,中國的外部盈餘正接近前所未有的水平,反映出深厚的出口競爭力,以及人民幣匯率被高度低估,人民幣升值是這些力量作用的均衡結果。

該行表示,雖然這次會晤可能對穩定美中貿易關係很重要,但人民幣走強的理據「更為基本和持久」。高盛還表示,中國人民銀行近期設定的人民幣匯率中間價走強,以及出口商結匯率上升,也表明「漸進但持續的升值仍是正確的基本假設」。(da/u)

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