汇市新闻

10月外汇储备意外飙升至逾3.5万亿美元 结束五连降

日期:2015-11-09
央行11月7日发布10月份外汇储备数据显示,外汇储备意外飙升3.5255万亿美元,环比增加113.9亿美元,终结了外储连续5个月下降的记录。
对此,民生证券宏观分析师张瑜表示,在美联储9月加息再次落空,以及央行多次表示对汇率稳定的信心,是外储大幅回升的主要原因。
她预计,短期内尤其是11月底SDR水落石出之前,人民产品汇率将会继续稳定;而中长期来看,虽然人民产品不具备持续贬值的基础,但贬值预期并未销声匿迹。如果加入SDR未成功,黑天鹅事件冲击下,叠加之前或有远期协议对冲操作等,人民产品贬值预期或会卷土重来,如果顺利加入SDR,也不排除人民产品要与美元脱钩,一次性贬值校准市场预期。
自2014年6月达到3.99万亿美元峰值后,我国外储一直处于下降趋势中,今年8月末外储的减少达创纪录的939亿美元;9月末因连续5个月下降而至3.51万亿美元。
 
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