离岸人民币兑美元两个交易日大涨近900点 分析人士解析四大原因

Core Viewpoint - The offshore RMB against the US dollar surged nearly 900 points over two trading days, driven by four main factors [1] Group 1: Economic Indicators - The travel data during the May Day holiday reached a historical high, potentially injecting more economic growth momentum [1] - The A50 index also performed well, rising over 1.5% in the last two trading days [1] Group 2: Trade Relations - Positive signals emerged from Sino-US trade negotiations during the May Day holiday, contributing to the rise in RMB assets [1] - The Chinese Ministry of Commerce noted that the US has expressed willingness to negotiate on tariff issues, indicating a potential thaw in trade tensions [1] Group 3: Market Dynamics - There is a possibility that risk-averse funds are reallocating towards RMB assets [1] - The backdrop of a declining US dollar index may be leading to a gradual release of settlement funds [1]