{"id":131125,"date":"2025-05-07T04:41:46","date_gmt":"2025-05-06T20:41:46","guid":{"rendered":"http:\/\/www.gocpmall.com\/?p=131125"},"modified":"2025-05-07T04:41:46","modified_gmt":"2025-05-06T20:41:46","slug":"%e5%a4%a7%e6%b6%a8%ef%bc%81%e4%ba%ba%e6%b0%91%e5%b8%81%e5%88%9b%e8%bf%916%e4%b8%aa%e6%9c%88%e6%96%b0%e9%ab%98","status":"publish","type":"post","link":"https:\/\/www.gocpmall.com\/?p=131125","title":{"rendered":"\u5927\u6da8\uff01\u4eba\u6c11\u5e01\u521b\u8fd16\u4e2a\u6708\u65b0\u9ad8"},"content":{"rendered":"

\"news
5月5日，离岸人民币兑美元升穿7.20关口，为去年11月以来首次，日内涨超100点。 富时中国A50指数期货直线拉升，最新报涨0.84%。 美元指数盘中跳水，再度跌破100大关，最低下探至99.673。 今年4月初，美国所谓“对等关税”政策引发市场对美国经济的滞涨预期，作为传统避险资产的美国国债（又称“美债”）遭受到了较大的抛压，投资者对美国国债避险属性的质疑和担忧也在加大。国信证券认为，4月初美债遭遇历史性抛售，主要是多重因素叠加。首先，美国政府“对等关税”政策，对多国加征高额关税，引发市场对滞胀和融资成本飙升的恐慌，投资者转向黄金、非美货币等避险资产。其次，高杠杆交易破裂，对冲基金通过高杠杆的“基差交易”押注收益率下降，但因美债利率快速上升而被迫平仓，引发连锁抛售，甚至导致部分基金破产。 上周人民币大涨近700点。随着离岸人民币走强，港股在节日期间也表现强势，香港恒生指数在5月2日反弹1.74%报22504.68点。 建银国际首席港股策略师赵文利表示，中央政治局会议整体定调积极，稳定了市场情绪，指出“外部冲击影响加大”，并强调要加紧实施更加积极有为的宏观政策，预计相关政策将在6月底以前陆续落地。若经济有超预期走弱的现象，中央还有充足增量政策工具以稳市场、稳预期。短期来看，预计恒生指数将在22000点上下波动，建议投资者采取区间交易策略，并密切关注中美关税谈判进展以及非关税壁垒的变化，配置上以具备防御属性的红利板块为主。 【未经授权，严禁转载！联系电话028-86968276】
阅读更多（Read More）<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

5月5日，离岸人&#276 […]<\/p>\n","protected":false},"author":1,"featured_media":131126,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[6],"tags":[],"class_list":["post-131125","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"_links":{"self":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/131125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=131125"}],"version-history":[{"count":0,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/posts\/131125\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=\/wp\/v2\/media\/131126"}],"wp:attachment":[{"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=131125"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=131125"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.gocpmall.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=131125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}