特朗普交易：三种应对思路美国大选进入最后决胜阶段，最新的民调数据显示，特朗普在关键的七个摇摆州中全面领先，博彩网站显示其胜率上升至60.5%。大类资产方面，美债利率反弹，美元和黄金共同走高，美股震荡偏强，都在不同程度对特朗普胜率上升进行定价。针对当下的特朗普交易，我们提出三种应对思路：思路一：博弈大选结果，进一步押注特朗普获胜虽然赔率略有下降，但胜率依然可观，可以考虑围绕其政策倾向进行布局，小仓位...
Source Link特朗普交易：三种应对思路美国大选进入最后决胜阶段，最新的民调数据显示，特朗普在关键的七个摇摆州中全面领先，博彩网站显示其胜率上升至60.5%。大类资产方面，美债利率反弹，美元和黄金共同走高，美股震荡偏强，都在不同程度对特朗普胜率上升进行定价。针对当下的特朗普交易，我们提出三种应对思路：思路一：博弈大选结果，进一步押注特朗普获胜虽然赔率略有下降，但胜率依然可观，可以考虑围绕其政策倾向进行布局，小仓位...
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