人民币：低迷的持仓提供了重新入场的机会 – 美国纽约银行

人民币：低迷的持仓提供了重新入场的机会 – 美国纽约银行

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BNY 的 Geoff Yu 强调，中国股票和人民币（CNY）相较于亚太（APAC）同行仍然严重被低估，跨境持有量处于非常低的水平。

纽约梅隆银行的Geoff Yu强调，与亚太地区（APAC）同行相比，中国股票和人民币（CNY）仍然严重被低配，跨境持仓处于非常低的水平。尽管基本面仍不具吸引力，但他认为，零售资金流动、持仓基础以及刺激政策讨论的增加意味着，任何数据的稳定或可信的政策支持都可能触发对中国的持仓显著重建。

中国在各资产类别中已去风险

“人民币也是亚太地区持有最少的货币，但资金流动不再显示出激烈的抛售。”

“中国在股票、外汇和固定收益领域实际上已经去风险。”

“基本面尚未明朗：数据、盈利和政策执行仍需改善。”

“但持仓结构正变得更具吸引力。”

“如果基本面稳定或出现可信的政策支持，即使是对中国的适度持仓重建，也可能从极低的持仓水平创造有意义的重新进入机会。”

（本文借助人工智能工具撰写，并由编辑审核。 了解更多。）

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