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人民幣近期強勢 十一長假拉動中概股發燒
Sep 18th 2013, 11:19

中國8月的出口年增率達7.2%，明顯優於市場所預期的5.5%，外貿數據好轉。在美國退出量化寬鬆（QE）的預期下，新興市場國家貨幣紛紛走貶，但人民幣兌美元依然保持強勢。人民幣升值可期，中概族群將成為最大受惠者，統一（1216）、潤泰全、裕隆、櫻花與亞泥等中概類股都備受市場矚目。

人民幣近期強勢，9月16日人民幣兌美元匯率中間價再創匯改以來新高，初步擺脫了6至8月間的區間波動型態。法人指出，人民幣走強有助中國消費能力提升，隨著中秋節、十一長假接續到來，中概股可望受惠。

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