之前我们已谈论过人民币的话题,当时除预测人民币会升值外,还预测过市场受惠者有哪些,比如香港的中资股公司,因其与大陆的A、B股一样,以人民币为功能性货币,因此同样可视为人民币资产。中资股中,我们曾预测航空、石化等公司会是最大受益者,因其拥有较多外债或原料的进口成本较 Earlier we talked about the topic of the renminbi. In addition to predicting the appreciation of the renminbi, we also predicted what market beneficiaries such as Hong Kong-based Chinese-owned companies, like the A and B shares of the mainland, functioned in the renminbi Sex money, so the same can be regarded as RMB assets. Among the Chinese stocks, we had predicted that companies such as aviation and petrochemicals would be the biggest beneficiaries because they had more foreign debt or imported raw materials at a higher cost