新台币/人民币 (TWDCNY) 加自选

台湾广义M2货币供应量在上月增长6.2%后，于2024年8月同比增长5.8%，达到631790亿新台币，主要是由于资本净流出。考虑到今年前八个月，累计年均增长率为5.94%。

Broad M2 Money Supply in Taiwan increased by 5.8% year-on-year to TWD 63,179 billion in August 2024, following a 6.2% rise in the previous month, mainly due to net capital outflows. Considering the first eight months of the year, the cumulative average annual growth rate was 5.94%.

台湾共和国中央银行在2024年9月的会议上将其关键贴现率保持在2%不变，符合市场预期。政策制定者表示，维持目前的利率将支持整体经济和金融稳定的稳定发展。2024年1月至8月，居民消费价格平均上涨2.32%，核心CPI年均增长1.97%。该行预计，下半年通胀将略有缓解，预计年CPI增长率为2.16%，核心CPI为1.94%，均低于此前预测的2.49%和2.58%。与此同时，在出口强劲增长、资本设备进口大幅增加以及私人投资和消费强劲势头的推动下，本行预计下半年经济增长率为1.99%，全年为3.82%，但与上一时期相比，比较基数有所上升，略有缓和。

The Central Bank of the Republic of Taiwan kept its key discount rate unchanged at 2% during its September 2024 meeting, in line with market expectations. Policymakers stated that maintaining the current rate would support the steady development of both the overall economy and financial stability. From January to August 2024, consumer prices increased by an average of 2.32%, while core CPI grew at an annual rate of 1.97%. The Bank projected that inflation would ease slightly in the second half of the year, forecasting annual CPI growth at 2.16% and core CPI at 1.94%, both lower than the previous forecasts of 2.49% and 2.58%, respectively. Meanwhile, the Bank expected the economic growth rate to be 1.99% in the second half of the year and 3.82% for the full year, driven by robust export growth, a significant increase in capital equipment imports, and strong momentum in private investment and consumption, though slightly tempered by a higher comparison base from the previous period.

离岸人民币兑美元汇率在早盘短暂回落后，升至7.06左右，达到2023年5月以来的最高水平。尽管人们预计中国央行即将降息，但随着美联储决定将基准利率大幅下调50个基点至4.75%-5%，全球风险情绪有所改善，这一回升还是发生了。因此，这一政策举措为中国人民银行在不严重影响货币的情况下进一步放松货币政策提供了一些喘息的空间。现在，人们的注意力转向了中国央行将于明天公布的1年期和5年期贷款最优惠利率的决定，这将为中国是否会继续降息提供见解。与此同时，中国央行周三通过七天反向回购注入5682亿元人民币，以提高流动性。该行还计划在9月25日展期MLF贷款，推迟货币政策改革的变化，使短期利率成为更具影响力的市场动态指南。

The offshore yuan strengthened to around 7.06 per dollar, reaching its highest level since May 2023, after a brief retreat in the earlier session. This upturn occurred despite expectations of the PBoC's imminent interest rate cut, as global risk sentiment improved following the Fed's decision to cut its benchmark interest rate by a significant 50bps to 4.75%–5%. Consequently, this policy move provided some breathing room for the PBoC to further ease monetary policy without heavily impacting the currency. Attention now turns to the PBoC’s decisions on the 1-year and 5-year loan prime rates, due tomorrow, which will offer insights into whether China will follow through on rate cuts. Meanwhile, China's central bank injected CN¥568.2 billion through seven-day reverse repos on Wednesday to boost liquidity. The bank also plans to roll over MLF loans on September 25, delaying changes amid a monetary policy overhaul to make short-term rates a more influential guide for market dynamics.

在中国，上海综合指数周四上涨19点，涨幅0.71%。涨幅最大的是中国钼业（6.53%）、中国铝业（5.62%）和海尔智能家居（3.60%）。跌幅最大的是中石油（-2.48%）、中航沈阳飞机（-2.42%）和中煤（-2.07%）。

In China, the Shangai Composite Index rose 19 points or 0.71 percent on Thursday. Leading the gains are China Molybdenum (6.53%), Aluminum Corporation of China (5.62%) and Haier Smart Home (3.60%). Top losers were Petrochina (-2.48%), Avic Shenyang Aircraft (-2.42%) and China Coal (-2.07%).