潮新闻客户端 记者 俞萍丽 数据显示，美元兑人民币汇率从4月中旬的1：7.42一路下行至目前的1：7.21，短短一个月内跌幅超过 3%，创下近半年新高。 "这一轮人民币升值，主要受内外双重因素影响。"我省一家国有大行国际业务部外汇分析师表示，外部 来看，美联储加息周期接近尾声，市场预期美国利率见顶，美元指数从高位回落；而国内经济基本面企 稳回升，加上政策利好不断，增强了市场对人民币的信心。 更关键的是，近期中美经贸关系出现积极信号。商务部日前透露，中美双方就关税问题进行了"建设性 沟通"，市场预期部分对华加征关税可能取消或降低。"若关税壁垒减少，中国出口压力减轻，人民币自 然会获得更多支撑。"上述专家分析。 此外，美元存款利率的下降也削弱了部分投资者的持汇意愿。年初不少银行美元存款利率还能达到4% 以上，如今普遍降至2字头，吸引力大不如前。"利率差缩小，汇率又下跌，持有美元的性价比明显降 低。"杭州某城商行客户经理张先生坦言。 杭州王女士的购汇焦虑： "真是没想到，一个多月时间，换10万美元就'亏'了近3万人民币！"杭州市民陈先生看着手机上的汇率 走势图，连连摇头。一个月前，美元兑人民币汇率还在7.42的价位 ...

廖市无双：补缺过后，大势结构如何演化？20250511 摘要 如何看待当前市场风险和机会？ 当前市场风险主要集中在尖峰筹码带形成的阻力区域，即 3,357 点附近。在此 区域内可能会有解套筹码涌出，对指数构成压力。同时，上证指数和恒生科技 指数均显示出需要进行回踩确认动作。例如，上证指数预计将在 3,040 至 3,357 点之间波动，而恒生科技从 6,185 跌至 4,300，下行深度较大，需要通 过 B 浪反弹确认 C 浪调整。 机会方面，由于人民币升值及港股表现对节后 A 股 走势产生积极影响，加之中美谈话利好叠加，使得近期市场表现较为强劲。投 资者可以关注短期内由于这些因素带来的交易机会，但需谨慎应对潜在阻力区 域及震荡行情。 本周市场出现了哪些显著变化？ 本周市场经历了显著的波动，尤其是周五出现了冲高回落的情况，这符合预期。 自 4 月 7 日以来，市场一直在反弹，但随着中美双方刚开始谈判，关税战仍在 持续，仅有沟通渠道，但结果尚不明确。在这种情况下，大盘已经转回，这是 一种非常强劲的表现。之前一些套牢筹码离场是可以理解的，因为劫后余生和 大的不确定性仍然存在。本周市场结构需要仔细分析。前两个交易日 ...

Group 1 - The core viewpoint of the articles indicates that despite the announcement of a rate cut by major financial leaders, the market experienced a high open followed by a decline, suggesting potential risks ahead [1] - The meeting held by the three major financial leaders did not yield substantial positive outcomes, with the rate cut being only 0.5%, leading to a market correction [1] - The market's performance is characterized as strong despite the decline, as there remains an unfilled gap from the high open, indicating underlying strength [1] Group 2 - The appreciation of the RMB and the overall positive national economic outlook remain unchanged, with no external bearish logic supporting a market downturn [2] - Sectors such as military, agriculture, and consumer goods are experiencing a rotation and rebound, primarily as a response to previous underperformance since April [2] - The technology sector, despite some adjustments, continues to show a positive trend, indicating that the rebound in this sector is not yet complete [2] - The chemical industry is highlighted as a potential area for investment, with specific stocks showing significant upward movement, suggesting opportunities for low-position rebounds [2]

Group 1 - China's macroeconomic policies will become more proactive, aiming for a GDP growth target of around 5% by 2025, with a strong start in Q1 2025 showing a 5.4% year-on-year growth [1] - The positive economic outlook is expected to boost market confidence, particularly in sectors closely related to macroeconomic performance such as finance, infrastructure, and consumption [1] - The People's Bank of China and other financial regulatory bodies will introduce a comprehensive financial policy package to stabilize the market and manage expectations [2] Group 2 - The onshore RMB appreciated significantly, rising nearly 600 points to its highest level since November 2024, closing at 7.2169 against the USD, which is seen as a stabilizing factor for the financial market [3] - During the May Day holiday, UnionPay and NetUnion processed 23.439 billion payment transactions amounting to 7.64 trillion yuan, reflecting a year-on-year increase of 20.49% in transaction volume and 3.21% in value [4] - The significant growth in payment transactions from foreign visitors during the holiday indicates a strong recovery in domestic consumption and enhances the attractiveness of China's tourism market [4] Group 3 - Following the May Day holiday, international gold prices surged, with COMEX gold reaching $3,390 per ounce and spot gold surpassing $3,380 per ounce, reflecting increased demand for safe-haven assets amid global economic uncertainties [5] - The rise in gold prices is expected to benefit gold-related companies, enhancing their performance expectations, although it may pressure profit margins for jewelry brands unless they can maintain pricing power [5]

Core Viewpoint - The market is experiencing a rebound, with expectations for further upward movement in the index, particularly with a focus on small-cap stocks and technology sectors [2][3]. Index Analysis - The index opened at 3295, with a pressure point identified at 3313, which was surpassed, reaching 3316-3317 by the end of the trading day [2]. - The next resistance level is projected at 3326, aligning with the 60-day moving average, indicating a potential for further gains [2][3]. - The overall market sentiment is positive, with most sectors showing gains, except for the banking sector, which was in the red [2]. Sector Performance - A shift in market style is noted, transitioning from large-cap to small-cap stocks, and from defensive to aggressive sectors, with controllable nuclear fusion leading the gains [2][3]. - Other sectors showing strong performance include humanoid robots, consumer electronics, and semiconductors [2][3]. Investment Opportunities - Two main investment opportunities are highlighted: 1. Core sectors such as computing power and humanoid robots, which are expected to lead the market [3]. 2. Potential rebound sectors that have lagged behind, such as deep-sea technology, which may catch up in the coming days [3]. Trading Strategy - The current market position suggests an opportunity to increase positions, with a focus on strong performers and avoiding distractions from weaker stocks [4]. - Emphasis is placed on aligning trading strategies with market trends rather than following popular sentiment [4]. ETF Insights - Food and Beverage ETF (515170) has seen a slight decline of 0.67% over the past five days, with a market cap of 56.9 billion and a net outflow of 247.4 million [7]. - Gaming ETF (159869) has increased by 4.17% recently, with a market cap of 62.1 billion and a net outflow of 572.3 million [7]. - Semiconductor ETF (588170) has gained 1.50%, with a market cap of 2.3 billion and a net inflow of 641.2 million [8]. - Cloud Computing ETF (516630) has risen by 5.13%, with a market cap of 5.3 billion and a net inflow of 177.8 million [8].

不过，川普现在大打贸易战，就是想让制造业回流美国，他肯定希望美元走软。从近几个月美元指数持续下跌也能看出来。所以我觉得人民币兑美元不可能 大幅升值，而是在一定区间内缓慢升值。 三、从大盘技术面看市场因为消息上证指数创业板指数都跌破60日线。 从这次发布的信号来看，央行降准降息估计很快就要来了。一旦降准降息落地，市场就会注入更多资金，资金流动性增强，这对市场来说是个中长期的利好 消息。二季度"适时降准降息"的时机已经差不多成熟了，落地时间可能会比预期提前。 国家统计局的数据显示，4月制造业PMI指数为49.0%，比上个月下降了1.5个百分点，回落到了临界点以下；服务业PMI指数为50.1%，比3月下降了0.2个百 分点，但还在扩张区间。这些数据也表明，二季度"适时降准降息"的时机已经成熟，落地时间可能会提前。 二、人民币开始升值了，美元兑人民币已经突破了7.2关口了。 在岸人民币汇率因为假期没交易，但一般来说它会比离岸人民币更强，所以明天开盘肯定会有上涨。人民币升值对中国资产来说是个好消息，短期内对市场 刺激作用会很明显。 一、央行突击降息！央行4月MLF超额续作5000亿元后，市场对二季度降息30BP的预期升 ...

人民币升值对我们来说，有好也有坏。升值会让人民币在国际上的地位提升，也会吸引外资流入股市、地产等行业，购买力也会变强。 一、中美贸易战直接掀桌子！特朗普重申：美联储应该降低利率。 昨天公布的4月非农数据超出了预期，这使得6月份美联储降息的可能性变得更小了。非农数据出来后，特朗普就表示美联储应该降息，还说关税带来了数十 亿美元的收入，现在只是过渡阶段，没有通货膨胀。 其实，特朗普呼吁降息，这给美联储出了个大难题。因为美联储得保持独立性，不能被政策左右，不然市场信心就没了。所以不管怎样，鲍威尔肯定不会听 特朗普的，直接掀桌子。现在，市场对美联储降息的预期已经从6月推迟到7月了。 二、关税之后，美国股市和债市在全球信用降低，大幅的波动也影响了人民币汇率的升值。 创业板指受新能源权重拖累，跌幅逾1.5%，市场赚钱效应明显降温。节前市场缩量整理的态势，在长假效应催化下，正演绎为新一轮的结构性分化行情。 乐观预期：若科技股（AI、机器人）持续领涨，叠加政策加码，沪指有望冲击3400-3500点，但5月底到4000点需成交量持续破1.5万亿，目前看难度较大。 四、每当A股休假之时，外围股市就集体大涨，隔夜欧美股市集体大涨收 ...

中美两国在当今国际社会上是公认的最大发展中国家和最大的发达国家，经济总量更是占据了全球的三分之一。 而这两年全球经济不景气，中美关系又有点微妙，资金流动更是暗流涌动，双方你来我往，明争暗斗，机遇与风险都在眼前，处理不好，地球都得跟着震一 震。 自从美联储开启疯狂加息之路，中国企业便将2万亿美元资金，像"肥羊"一样乖乖地放入了美国银行的"羊圈"。 随着人民币升值、美元贬值，这笔巨额资金回流中国的可能性，越来越大！这将对中美经济格局造成怎样的影响？ 本文陈述所有内容皆有可靠信息来源赘述在文章中，写作不易，文中会有5s免费广告，为了维持生活，敬请谅解，观看后可阅读全文。 这两年美元资产贬值压力山大，美国佬自己家房子都不保值了，违约率居高不下，华尔街的精英们估计做梦都想把钱搬到安全的地方。 再加上中美贸易摩擦搞得人心惶惶，一些中国企业也开始琢磨着把资金撤回来，落袋为安才是王道。 国内经济增长虽然也放缓了，但好歹人民币资产还算稳定，一些企业就想把资金转回来，寻求更高的回报率，毕竟肥水不流外人田嘛。 这么大一笔资金回流，对中国经济可以说有好有坏，好处虽然能够推高人民币汇率，同时对进口商家都有着不少的好处。 但也并不是百利 ...