美股因降息预期上涨国内股市反弹美债中债调整黄金原油新动向金金乐道·把握市场脉搏大类资产观点总览及概要美股方面,就业市场加速放缓叠加关税通胀传导效应减弱,降息预期强化,美股上涨。日、印股市震荡收涨;国内市场回调后反弹,基本反包9月第一周跌幅,海外靴子落地在即,当前需要关注量能与结构,沿20日线震荡走强概率较高。美债受就业数据、通胀数据等影响,收益率下修,中债受短期财税政策扰动。黄金由于美联储降息预期...
Source Link美股因降息预期上涨国内股市反弹美债中债调整黄金原油新动向金金乐道·把握市场脉搏大类资产观点总览及概要美股方面,就业市场加速放缓叠加关税通胀传导效应减弱,降息预期强化,美股上涨。日、印股市震荡收涨;国内市场回调后反弹,基本反包9月第一周跌幅,海外靴子落地在即,当前需要关注量能与结构,沿20日线震荡走强概率较高。美债受就业数据、通胀数据等影响,收益率下修,中债受短期财税政策扰动。黄金由于美联储降息预期...
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