近期,瑞银团队解答了从投资者那里收到的最棘手的问题。一共 10 个问题,并增加了一个额外的 “附加” 问题。这 10 个问题分别是特朗普的关税提案有何经济影响?市场是否已将关税因素定价?政府效率部(DOGE)能否在财政上发挥作用?中国宣布了多少刺激措施,这些措施是否足够?货币(类似 “广场协议” 的小规模举措 )会成为关税协议的一部分吗?欧洲经济是在好转还是在恶化?尘埃落定后,DeepSeek ...
Source Link近期,瑞银团队解答了从投资者那里收到的最棘手的问题。一共 10 个问题,并增加了一个额外的 “附加” 问题。这 10 个问题分别是特朗普的关税提案有何经济影响?市场是否已将关税因素定价?政府效率部(DOGE)能否在财政上发挥作用?中国宣布了多少刺激措施,这些措施是否足够?货币(类似 “广场协议” 的小规模举措 )会成为关税协议的一部分吗?欧洲经济是在好转还是在恶化?尘埃落定后,DeepSeek ...
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