人民币升值不是利好,也不是利空,而是一次全球规则切换!
Xin Lang Cai Jing·2026-01-05 05:39

Core Viewpoint - The appreciation of the Renminbi (RMB) is not a positive or negative signal but represents a shift in global rules, as it breaks through the 7.0 mark and enters the "6" range [1][2]. Group 1: Market Reactions - There is a consistent narrative that regardless of whether the RMB rises or falls, the conclusion drawn is that "the Chinese economy is about to collapse," raising questions about the validity of this logic [1][2]. - The analysis highlights the absurdity of the "double standard" narrative that claims economic collapse can occur regardless of currency fluctuations [1][2]. Group 2: Currency Dynamics - The short-term fluctuations of the RMB are influenced by external factors, particularly the "tide of the US dollar," which plays a significant role in the currency's movement [1][2]. - The purchasing power disparity is emphasized, illustrating that $100 may be insufficient in the West but is considered a substantial amount in China, indicating a potential revaluation of the RMB [1][2]. Group 3: Trust and Financial Systems - The article discusses the erosion of trust in traditional financial systems, with SWIFT being weaponized and US Treasury bonds viewed as a "terrorist lover," leading to global capital concerns [1][2]. - New payment systems like CIPS and BRICS payment mechanisms are emerging as alternatives in response to these fears [1][2]. Group 4: Underlying Economic Shifts - The fundamental strength behind the RMB's appreciation is its transition from a mere financial contract to a priority claim on the "world's strongest real economy," signifying a deeper economic revolution [1][2]. - This transformation is not just numerical but represents a silent revolution regarding the sources of "security" in the future world [1][2].