周四，离岸人民币兑美元汇率突破7.14，延续了前一交易日的涨幅，并在对美中贸易谈判日益乐观的情况下达到2024年11月以来的最高水平。本周早些时候，美国财政部长斯科特·贝森特证实，美国和中国官员将于下周在斯德哥尔摩举行第三轮高级别讨论，这可能会导致目前贸易紧张局势的暂停延长，暂停将于8月12日到期。一系列区域贸易协议进一步提振了市场情绪，这些协议为几个亚洲经济体提供了缓解，其中最著名的是日本、印度尼西亚和菲律宾，而其他经济体则持观望态度。与此同时，唐纳德·特朗普总统暗示可能访问中国，这标志着朝着稳定双边贸易关系迈出了一步。投资者现在正密切关注本周末的工业利润报告，以寻找中国企业如何应对挥之不去的关税压力的线索。

The offshore yuan strengthened past 7.14 per dollar on Thursday, extending gains from the previous session and hitting its strongest level since November 2024 amid growing optimism over US-China trade negotiations. Earlier this week, US Treasury Secretary Scott Bessent confirmed that American and Chinese officials are set to meet in Stockholm next week for a third round of high-level discussions, which could result in an extension of the current pause in trade tensions, set to expire on August 12. Market sentiment was further lifted by a series of regional trade deals that have offered relief to several Asian economies—most notably Japan, Indonesia, and the Philippines—while others remain on the sidelines. Meanwhile, President Donald Trump hinted at a possible visit to China, signaling a step toward stabilizing bilateral trade relations. Investors are now closely watching this weekend’s industrial profits report for clues on how Chinese firms are coping with lingering tariff pressures.