中信证券研究 文|杨帆 遥远 危思安尽管近期特朗普的负面表述增多,但关切与争议或限定在如稀土出口等局部且可逆的领域,再度引发经贸形势与风险偏好恶化的概率较低,日内瓦协议后的中美阶段性缓和窗口没有改变。特朗普本届任期对中期选举的重视程度高于以往,鉴于选举需要,我们认为特朗普在今年下半年既难以极端行事,但也难以放弃关键主张,中美关系更可能呈现“区间运行”的特征,近期全球市场热议的所谓TACO ...
Source Link中信证券研究 文|杨帆 遥远 危思安尽管近期特朗普的负面表述增多,但关切与争议或限定在如稀土出口等局部且可逆的领域,再度引发经贸形势与风险偏好恶化的概率较低,日内瓦协议后的中美阶段性缓和窗口没有改变。特朗普本届任期对中期选举的重视程度高于以往,鉴于选举需要,我们认为特朗普在今年下半年既难以极端行事,但也难以放弃关键主张,中美关系更可能呈现“区间运行”的特征,近期全球市场热议的所谓TACO ...
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