11.11
这轮人民币走强主要是疫情条件下我国提前复产复工的抢订单行为，但随着疫苗预期国外产业链复工大环境下，人民币很难维持持续强势。加上大环境中国跟美国的对抗逆周期下，人民币贬值才是更为可能的事情。随着我国十年期国债见顶，低息无风险套利空间已经压缩，随着美元中期走强的话，最好的空人民币节点将会到来。💰
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