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在人民币加入SDR后,市场对人民币的贬值预期开始明显增加。11月外汇储备大幅减少,更加引发市场对资本大规模外流的担心。因此,市场普遍预期人民币进入了缓慢下跌之路。机构分析认为,人民币贬值将提振纺织服装出口占比较高的外向型行业。

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