离岸人民币兑美元汇率升至7.20左右,尽管中国大陆放假,但由于美元走弱,涨幅仍创六个月新高。这是因为在贸易担忧挥之不去的情况下,市场情绪仍然谨慎,投资者寻求缓解中美紧张局势的具体迹象,而不仅仅是官员的暗示。此外,有猜测称特朗普政府向亚洲国家施压,要求其货币兑美元走强,这为人民币提供了进一步的支持。尽管中国商务部表示正在考虑华盛顿关于就特朗普145%关税进行谈判的提议,但双方之间仍存在重大分歧。在周日的一次采访中,特朗普重申了他的信念,即中国希望达成协议,但没有提供具体细节,强调任何协议都必须“公平”。上周,北京强调,美国必须首先取消所有单方面关税,以示诚意。
The offshore yuan strengthened to around 7.20 per dollar, extending gains to a six-month high despite the holiday in the mainland, lifted by a weaker greenback. This came as market sentiment remained cautious amid lingering trade concerns, with investors seeking concrete signs of easing Sino-US tensions, rather than just hints from officials. Additionally, speculation that the Trump administration pressured Asian countries to strengthen their currencies against the dollar, offered further support for the yuan. While China’s Commerce Ministry indicated it was considering Washington’s proposal for talks on Trump’s 145% tariffs, significant differences still exist between the two sides. In a Sunday interview, Trump reiterated his belief that China wants a deal but provided no specifics, stressing that any agreement must be “fair.” Last week, Beijing emphasized that the US must first remove all unilateral tariffs as a sign of good faith.