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野村:美元兑人民币定价模型 - 预测值_7.2967
野村·2025-04-27 03:56

Investment Rating - The report does not explicitly provide an investment rating for the industry or specific securities [1]. Core Insights - The model projection for USD/CNY fix is 7.2967, which is 912 pips higher than the previous projection of 7.2055, and 87 pips higher from the previous official spot close [1]. - The model projection with the counter-cyclical factor is 7.2484, indicating a 429 pips increase from the previous fix [1]. Summary by Sections - Model Projections: The USD/CNY fix model indicates a significant increase in projections, reflecting market expectations and potential currency fluctuations [1]. - Analyst Contributions: The report includes contributions from multiple analysts, indicating a collaborative approach to the analysis of the Asia FX strategy [2]. - Event Calendar: Key upcoming events involving China include the G-24 Finance Ministers and Central Bank Governors' Meeting on April 22, 2025, and a Politburo meeting for economic work at the end of April 2025 [9].