中国3年期国债 (China3Y) 加自选

2024年4月，中国外汇储备减少448.3亿美元，达到3.201万亿美元，低于市场预期的3.23万亿美元，而3月为3.246万亿美元，因为美元兑其他主要货币走强。上个月，人民币兑美元贬值0.28%，而美元兑一篮子其他主要货币升值1.8%。截至4月底，中国持有7280万金衡盎司黄金，高于3月底的7274万盎司，这是连续第18个月增加，导致中国黄金储备价值从1610.7亿美元上升到1679.6亿美元。

China's foreign exchange reserves fell by $44.83 billion to reach $3.201 trillion in April 2024, missing market expectations of $3.23 trillion and compared with $3.246 trillion in March, as the US dollar strengthened against other major currencies. Last month, the yuan depreciated by 0.28% against the dollar, while the dollar strengthened by 1.8% against a basket of other major currencies. By the end of April, China held 72.8 million fine troy ounces of gold, up from 72.74 million ounces at the end of March, the 18th straight month of increase, resulting in the value of China's gold reserves rising to $167.96 billion from $161.07 billion.

在中国，上海综合指数周一上涨36点，涨幅1.16%。涨幅居前的是中航沈飞（2.98%）和中航发动机（2.49%）。

In China, the Shangai Composite Index went up by 36 points or 1.16 percent on Monday. Top gainers were Avic Shenyang Aircraft (2.98%) and Avic Aviation Engine (2.49%).

在美元稳定的情况下，离岸人民币兑美元汇率保持在7.22左右，投资者仔细分析了央行官员最近的评论，以衡量美联储未来的货币政策方向。纽约联储主席约翰·威廉姆斯强调，利率决定将取决于数据，而里士满联储主席托马斯·巴金则乐观地表示，随着紧缩措施的影响，通胀将放缓至美联储2%的目标。此外，随着美国劳动力数据疲软，投资者的乐观情绪增强，这增强了人们对美联储可能降息的希望。根据芝加哥商品交易所的FedWatch Tool，市场现在显示9月份降息的可能性为64%。与此同时，中国人民银行一直将中点利率设定得高于市场预期，目前为1美元兑7.0994，这表明其致力于货币稳定。

The offshore yuan maintained its position around 7.22 per dollar amidst a stable US dollar, with investors carefully analyzing recent comments from central bank officials to gauge the Federal Reserve's future monetary policy direction. New York Fed President John Williams emphasized that interest rate decisions would be data-dependent, while Richmond Fed President Thomas Barkin expressed optimism that inflation would moderate to the Fed's target of 2% as the impact of tightening measures takes hold. Moreover, investor optimism grew following softer US labor data, fueling hopes about a potential interest rate cut by the Federal Reserve. According to CME's FedWatch Tool, markets now indicate a 64% chance of a rate cut in September. Meanwhile, the People's Bank of China has consistently set midpoint rates higher than market expectations, currently at 7.0994 per dollar, signaling its commitment to currency stability.

周二，上证综指上涨0.1%，至3144点左右，深证成分股上涨0.1%，收于9789点，徘徊在至少五个月来的最高水平，科技股领涨大盘。大陆股市也追随华尔街的涨势，因为疲软的美国就业数据重新唤起了人们对美联储将很快开始降息的希望。与此同时，分析师对中国市场变得更加乐观，他们表示，随着宏观基本面的改善，最近的反弹可能会进一步加强。科技板块涨幅居前的是富士康工业（2.9%）、360安全科技（10%）和昆仑科技（1.9%）。其他重量级公司也大幅上涨，包括中信离岸（4.9%）、镇江万丰（2.6%）和重庆宗申（10%）。

The Shanghai Composite rose 0.1% to around 3,144 while the Shenzhen Component gained 0.1% to 9,789on Tuesday, hovering at their highest levels in at least five months, with technology stocks leading the market higher. Mainland stocks also tracked gains on Wall Street as soft US jobs data revived hopes that the Federal Reserve will start cutting interest rates soon. Meanwhile, analysts are turning more optimistic about Chinese markets, saying the recent rally could further strengthen as macro fundamentals improve. Gains in the technology sector were led by Foxconn Industrial (2.9%), 360 Security Technology (10%) and Kunlun Tech (1.9%). Other heavyweight firms also posted notable gains, including Citic Offshore (4.9%), Zhenjiang Wanfeng (2.6%) and ChongQing Zongshen (10%).