{"id":52402,"date":"2026-07-23T19:21:34","date_gmt":"2026-07-23T19:21:34","guid":{"rendered":"https:\/\/www.vtmarkets.com\/zh-ca\/uncategorized\/52402\/"},"modified":"2026-07-23T19:21:34","modified_gmt":"2026-07-23T19:21:34","slug":"%e5%be%b7%e5%9c%8b%e5%95%86%e6%a5%ad%e9%8a%80%e8%a1%8c%e6%96%99%e5%a2%a8%e8%a5%bf%e5%93%a5%e5%a4%ae%e8%a1%8c%e5%8a%a0%e6%81%af%e6%8a%bc%e6%b3%a8%e9%99%8d%e6%ba%ab%e3%80%80%e7%be%8e%e5%85%83%e8%bd%89","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/zh-ca\/live-updates\/52402\/","title":{"rendered":"\u5fb7\u570b\u5546\u696d\u9280\u884c\u6599\u58a8\u897f\u54e5\u592e\u884c\u52a0\u606f\u62bc\u6ce8\u964d\u6eab\u3000\u7f8e\u5143\u8f49\u5f31\u62d6\u7d2f\u7f8e\u5143\u514c\u58a8\u897f\u54e5\u62ab\u7d22\u4e0b\u8dcc"},"content":{"rendered":"

\u5fb7\u570b\u5546\u696d\u9280\u884c\uff08Commerzbank\uff09\u8868\u793a\uff0c\u58a8\u897f\u54e5\u592e\u884c\uff08Banxico\uff09\u8fd1\u671f\u6e1b\u606f\u662f\u53d7\u901a\u8139\u653e\u7de9\u53ca\u58a8\u897f\u54e5\u7d93\u6fdf\u8f49\u5f31\u6240\u652f\u6301\uff0c\u5373\u4f7f\u5e02\u5834\u5728\u672a\u4f8612\u500b\u6708\u5df2\u8a08\u5165\u7d04\u4e09\u6b21\u3001\u6bcf\u6b2125\u500b\u57fa\u9ede\u7684\u52a0\u606f\uff0c\u8ca8\u5e63\u653f\u7b56\u6536\u7dca\u7a7a\u9593\u4ecd\u7136\u6709\u9650\u3002\u8a72\u884c\u8b66\u544a\uff0c\u4e00\u65e6\u4e0a\u8ff0\u52a0\u606f\u9810\u671f\u88ab\u5254\u9664\uff0c\u62ab\u7d22\u53ef\u80fd\u9762\u81e8\u4e0b\u884c\u58d3\u529b\uff1b\u6b64\u524d\u5728\u4f0a\u6717\u7206\u767c\u6230\u4e8b\u5f8c\u7684\u6578\u6708\uff0c\u62ab\u7d22\u5df2\u56e0\u58a8\u897f\u54e5\u8ca8\u5e63\u653f\u7b56\u76f8\u95dc\u56e0\u7d20\u800c\u8d70\u5f31\uff0c\u76f4\u81f3\u5e02\u5834\u958b\u59cb\u8a08\u5165\u52a0\u606f\u624d\u7ad9\u7a69\u3002<\/p>\n

\u8a72\u884c\u4ea6\u63d0\u5230\u7f8e\u570b\u56e0\u7d20\uff1a\u5e02\u5834\u6b63\u9810\u671f\u806f\u5132\u5c40\u5c07\u52a0\u606f\u6578\u500b\u57fa\u9ede\uff0c\u800cCommerzbank\u5247\u6307\u653f\u6cbb\u5c64\u9762\u5c0d\u6e1b\u606f\u7684\u58d3\u529b\u6b63\u5728\u589e\u52a0\u3002\u82e5\u5e02\u5834\u5c07\u806f\u5132\u5c40\u52a0\u606f\u9810\u671f\u91cd\u65b0\u5b9a\u50f9\u4e26\u5254\u9664\uff0c\u8a72\u884c\u9810\u671f\u7f8e\u5143\u5c07\u8d70\u5f31\uff0c\u7e7c\u800c\u4ee4\u7f8e\u5143\u514c\u58a8\u897f\u54e5\u62ab\u7d22\uff08USD\/MXN\uff09\u4e0b\u8dcc\uff0c\u4e26\u5df2\u628a\u6574\u500b\u9810\u6e2c\u671f\u5167\u7684USD\/MXN\u9810\u6e2c\u8f15\u5fae\u4e0b\u8abf\u3002<\/p>\n

Banxico Rate Expectations And Economic Outlook<\/h3>\n

\u6211\u5011\u76f8\u4fe1\uff0c\u884d\u751f\u54c1\u4ea4\u6613\u54e1\u61c9\u90e8\u7f72Banxico\u653f\u7b56\u8def\u5f91\u300c\u5feb\u901f\u91cd\u65b0\u5b9a\u50f9\u300d\u7684\u4ea4\u6613\uff0c\u56e0\u5e02\u5834\u9810\u671f\u672a\u4f86\u4e00\u5e74\u52a0\u606f\u4e09\u6b21\u6975\u4e0d\u73fe\u5be6\u3002\u6700\u65b0\u6578\u64da\u986f\u793a\uff0c\u58a8\u897f\u54e5\u7d93\u6fdf\u589e\u9577\u5df2\u653e\u7de9\u81f3\u5e74\u5316\u50c51.1%\uff0c\u800c\u6838\u5fc3\u901a\u8139\u5247\u6301\u7e8c\u7a69\u6b65\u56de\u843d\uff0c\u6b63\u671d4.0%\u6c34\u5e73\u4e0b\u6ed1\u3002\u77ed\u671f\u5229\u7387\u6389\u671f\uff08TIIE\uff09\u76ee\u524d\u5e7e\u4e4e\u5df2\u8a08\u5165\u7d0475\u500b\u57fa\u9ede\u7684\u6536\u7dca\u5e45\u5ea6\uff0c\u70ba\u4ea4\u6613\u54e1\u63d0\u4f9b\u300c\u6536\u53d6\u56fa\u5b9a\u5229\u7387\uff08receive fixed\uff09\u300d\u7684\u826f\u597d\u6a5f\u6703\u3002<\/p>\n

Currency Strategies And US Dollar Drivers<\/h3>\n

\u5728\u5916\u532f\u671f\u6b0a\u5e02\u5834\u65b9\u9762\uff0c\u6211\u5011\u5efa\u8b70\u63a1\u7528\u53ef\u6355\u6349USD\/MXN\u532f\u7387\u4e0b\u884c\u6f02\u79fb\u7684\u7b56\u7565\u3002\u96d6\u7136\u58a8\u897f\u54e5\u52a0\u606f\u9810\u671f\u7684\u62c6\u5009\u53ef\u80fd\u77ed\u66ab\u62d6\u7d2f\u62ab\u7d22\uff0c\u4f46\u7f8e\u5143\u8f49\u5f31\u5f88\u53ef\u80fd\u62b5\u92b7\u76f8\u95dc\u58d3\u529b\u3002\u90e8\u7f723\u500b\u6708\u81f36\u500b\u6708\u7684USD\/MXN\u300c\u718a\u5e02\u8a8d\u6cbd\u50f9\u5dee\uff08bear put spread\uff09\u300d\u53ef\u8b93\u4ea4\u6613\u54e1\u4ee5\u8f03\u4f4e\u6210\u672c\u628a\u63e1\u9019\u4e00\u8dcc\u52e2\u3002<\/p>\n

\u7f8e\u5143\u8d70\u5f31\u7684\u4e3b\u8981\u50ac\u5316\u5291\uff0c\u5c07\u662f\u5e02\u5834\u628a\u7f3a\u4e4f\u7406\u64da\u7684\u806f\u5132\u5c40\u9df9\u6d3e\u9810\u671f\u91cd\u65b0\u5b9a\u50f9\u4e26\u5254\u9664\u3002\u7f8e\u570b\u88fd\u9020\u696dPMI\u6536\u7e2e\u81f348.5\uff0c\u52a0\u4e0a\u653f\u6cbb\u4e0a\u8981\u6c42\u964d\u4f4e\u501f\u8cb8\u6210\u672c\u7684\u58d3\u529b\u4e0a\u5347\uff0c\u4ee4\u806f\u5132\u5c40\u52a0\u606f\u53ef\u80fd\u6027\u4e0d\u5927\u3002\u6211\u5011\u9810\u671f\u806f\u90a6\u57fa\u91d1\u5229\u7387\u671f\u8ca8\u5c07\u8fc5\u901f\u8abf\u6574\uff0c\u6d88\u9664\u7f8e\u5143\u6ea2\u50f9\uff0c\u4e26\u63a8\u52d5USD\/MXN\u56de\u843d\u3002<\/p>\n

\u6b64\u5916\uff0c\u58a8\u897f\u54e5\u8cbf\u6613\u52d5\u614b\u4ecd\u7136\u7570\u5e38\u6709\u5229\uff0c\u5c0d\u7f8e\u51fa\u53e3\u5e74\u984d\u5275\u65b0\u9ad8\uff0c\u5e74\u5ea6\u898f\u6a21\u8d85\u904e4,750\u5104\u7f8e\u5143\u3002\u7a69\u5b9a\u7684\u5546\u696d\u9700\u6c42\u78ba\u4fdd\u7f8e\u5143\u6301\u7e8c\u6d41\u5165\uff0c\u5f9e\u7d50\u69cb\u6027\u5c64\u9762\u7de9\u885d\u62ab\u7d22\uff0c\u5373\u4f7f\u672c\u5730\u5229\u7387\u9810\u671f\u4e0b\u8abf\u4ea6\u7136\u3002\u70ba\u628a\u63e1\u6b64\u9ede\uff0c\u4ea4\u6613\u54e1\u53ef\u900f\u904e\u300c\u98a8\u96aa\u9006\u8f49\uff08risk reversal\uff09\u300d\u58d3\u4f4e\u8cfc\u5165\u50f9\u5916\uff08out-of-the-money\uff09\u58a8\u897f\u54e5\u62ab\u7d22\u8a8d\u8cfc\u671f\u6b0a\uff08MXN call\uff09\u7684\u6210\u672c\u3002<\/p>\n\n\n\n

\u7acb\u5373\u958b\u59cb\u4ea4\u6613 \u2014 \u9ede\u64ca\u6b64\u8655<\/a>\u958b\u8a2d\u60a8\u7684 VT Markets \u771f\u5be6\u8cec\u6236\u3002<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"

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