Core Viewpoint - The offshore RMB has surpassed the 7.0 mark against the USD for the first time since September 2024, indicating a strengthening of the Chinese currency [1] Group 1: Currency Performance - The onshore RMB reached a high of 7.0061 against the USD [1] - Historical trends show that during periods of RMB appreciation, Hong Kong assets such as the Hang Seng Index and Hang Seng Tech Index tend to perform well [1] Group 2: Economic Context - The current environment is characterized by a Federal Reserve interest rate cut cycle, which has weakened the USD and created a favorable external environment for RMB appreciation [1] - The resilience and attractiveness of the Chinese economy provide solid fundamental support for the RMB's rise [1] - The approaching year-end may lead to a release of settlement demand, further supporting the RMB's appreciation [1] Group 3: Related ETFs - Relevant ETFs include the Hang Seng Tech Index ETF (513180), which focuses on Chinese AI core assets [2] - The Hong Kong Stock Connect Technology ETF (159101) is noted for its high elasticity characteristics [2] - The Hang Seng ETF (159920) serves as a core broad-based investment in the Hong Kong market [2]
离岸人民币升破7关口!看好港股资产
Sou Hu Cai Jing·2025-12-25 03:57