- 随着习近平访问,美元/离岸人民币连续第三个交易日上涨,触及9月初高点。
- 习近平未带来任何关税消息,而贸易休战目前仅延长至1月10日。
中国最高领导人习近平在白宫的讲话通过路透快讯共计21行,内容涉及友谊、人工智能(AI)、禁毒工作以及对中国企业的公平待遇,但其中没有提到关税。讲话中唯一的数字是邀请10万名美国年轻人访华,而这一期限比当前贸易休战覆盖的时间更长。
美国财政部长贝森特周三表示,双方在釜山达成、原定于11月10日到期的休战协议,如今延长至1月10日,短于许多人预期的六个月或更长时间。该休战协议阻止了对中国商品关税的再次上调,因此,两个月的延期让持有美元的出口商在1月前将其兑换成人民币的理由减少。
中国人民银行(PBoC)也已停止连续十个交易日上调每日中间价——即境内人民币可在其上下2%范围内交易的汇率——。美元在美联储再次加息的押注下升至近两个月高点。
美元/离岸人民币已连续三个交易日上涨,从周一和周二接近6.6900的低点反弹,当时人民币处于三年半来最强水平。周三在休战延期消息推动下的K线是这三根中最大的一根。该货币对已收复自9月17日开始的全部跌幅,并升至6.7200,为9月初以来最高水平。汇价仍低于其50日指数移动平均线(EMA)附近的6.7300,自7月第二周以来一直在其下方交易。日线随机相对强弱指数(Stoch RSI)这一动能指标自9月中旬以来一直在区间中部上方横盘,且未随价格上行转向。
习近平要点
- 很高兴访问“美丽的”美国
- 我代表中国人民,向美国建国250周年致以问候
- 中国和美国都是伟大的国家、伟大的人民
- 我来这里是为了传递友谊、扩大合作
- 中国和美国肩负着促进人类进步的责任
- 愿同特朗普一道引领中美关系这艘大船
- 我们应加强沟通
- 坦诚、深入、持续的对话可以促进理解和互信
- 我们鼓励在外交、贸易和经济、执法方面开展交流
- 特朗普和我建立了个人友谊
- 我们应本着诚意共同努力
- 合作空间广阔
- 中国的大门是敞开的,欢迎美国企业来华投资
- 中国和美国都是人工智能大国
- 愿加强禁毒、执法合作
- 希望中国企业在美国受到公平待遇
- 我们有能力、有责任把人工智能发展好、管理好、用好
- 我们需要和平共处
- 竞争应该是积极的、有边界的
- 两军应保持定期对话
- 中国将在未来5年邀请10万名美国青年访华
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