货币宽松交易下半段?交易美联储接班人海豚君在上周策略周报中说过,“TGA 重建结束、降息周期启动、关税高起轻落、减税降费政策就位,再配合一个 AI 基建的大周期…..组合一起, 2026 年看起来怎么也不像是一个会衰退的前景。”但上周市场在降息利好落地之后,除了中国成长资产的持续重估之外,全球多数市场都是下跌为主。2026 年前途虽然看着光明,但那么站在当前节点,2025 年余下时间怎么过?一、...
Source Link货币宽松交易下半段?交易美联储接班人海豚君在上周策略周报中说过,“TGA 重建结束、降息周期启动、关税高起轻落、减税降费政策就位,再配合一个 AI 基建的大周期…..组合一起, 2026 年看起来怎么也不像是一个会衰退的前景。”但上周市场在降息利好落地之后,除了中国成长资产的持续重估之外,全球多数市场都是下跌为主。2026 年前途虽然看着光明,但那么站在当前节点,2025 年余下时间怎么过?一、...
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