人民币/港币 (CNYHKD) 加自选

周五，恒生指数上涨366.61点，涨幅2.12%，收于17651.15点的5个月高点，随着所有板块的反弹，其上涨势头连续第五天延续。科技股领涨，在微软和Alphabet股份有限公司公布稳健盈利后上涨近5%。该指数本周上涨8.8%，创下1年半以来的最高涨幅，这得益于投资银行汇丰银行将其持有的中国股票从减持改为中性。本周早些时候，瑞银上调了对中国股票的评级，高盛认为，由于国务院的强劲盈利和财务指导方针，今年股价将上涨40%。本地方面，香港三月份出口及进口均回升，分别较去年同期上升4.7%及5.3%。2024年第一季度，出货量增长11.9%，进口增长8.0%。一些庞然大物股票涨幅巨大，比如腾讯（Tencent Hlds）。（2.5%），JD。通信（6.3%）、李汽车（6.2%）、小米公司（4.7%）和半导体制造（3.3%）。

The Hang Seng surged 366.61 points or 2.12% to finish at a 5-month peak of 17,651.15 on Friday, extending its upside momentum for the fifth day as all sectors rallied. Tech stocks led the upturn, jumping near 5% following solid earnings results from Microsoft and Alphabet Inc. The index surged 8.8% for the week, its highest gain in 1-1/2 years, boosted by a move from investment bank HSBC that changed their holdings on Chinese stocks from underweight to neutral. Earlier in the week, UBS upgraded its ratings on China's shares and Goldman Sachs viewed that stock prices will climb 40% this year because of strong earnings and financial guidelines from the State Council. Locally, exports and imports in Hong Kong bounced back in March, up by 4.7% yoy and 5.3%, each. During Q1 of 2024, shipments jumped 11.9% while imports grew 8.0%. Some behemoth stocks enjoyed big gains, such as Tencent Hlds. (2.5%), JD.Com (6.3%), Li Auto (6.2%), Xiaomi Corp. (4.7%), and Semiconductor Manufacturing (3.3%).

在中国，上海综合指数周五上涨36点，涨幅1.17%。涨幅居前的是福耀玻璃实业（10.01%）、保利地产（8.13%）和华泰证券（7.14%）。

In China, the Shangai Composite Index rose 36 points or 1.17 percent on Friday. Leading the gains are Fuyao Glass Indu (10.01%), Poly Real Estate (8.13%) and Huatai Securities (7.14%).

中国10年期国债收益率降至2.22%的历史最低点。过去4周，中国10Y债券收益率下跌2.50个基点，过去12个月下跌50.00个基点。

China 10 Year Government Bond Yield decreased to an all-time low of 2.22%. Over the past 4 weeks, China 10Y Bond Yield lost 2.50 basis points, and in the last 12 months, it decreased 50.00 basis points.

受日元持续疲软的影响，离岸人民币小幅下跌至7.24美元左右。与此同时，日元兑美元汇率跌至156左右，创下1990年5月以来的最低点，从而给包括人民币在内的其他亚洲货币带来了下行压力。日本央行将利率维持在0-0.1%的决定进一步推动了这一趋势。此外，美国国债收益率的上升和低迷股市的资本外流增加了人民币的下行压力。尽管如此，人民币还是得到了每日基准定价和国有银行旨在稳定的干预措施的支持。与此同时，投资者现在正将注意力转移到定于下周公布的中国PMI数据上。

The offshore yuan edged lower to around 7.24 dollar, influenced by the persistent weakness of the yen. In tandem, the Japanese yen weakened to around 156 per dollar, hitting its lowest point since May 1990, thereby putting downward pressure on other Asian currencies, including the yuan. The Bank of Japan's decision to maintain interest rates at 0-0.1% further contributed to this trend. Moreover, increasing U.S. treasury yields and capital outflows from a lackluster stock market added to the downward pressure on the yuan. Still, the yuan received support from daily benchmark fixings and interventions by state-owned banks aimed at stabilization. Meanwhile, investors are now shifting their focus to China's PMI data scheduled for release next week.