市场一夜之间，政策预期突然转变，金银领跌商品市场，并引发美股一系列连锁反应，核心因特朗普提名凯文沃什担任美联储主席。沃什倡导“缩表 + 降息”的政策组合，偏鹰派的策略给市场浇一盆冷水，金银等品种出现杠杆杀多现象。短期沃什的提名受阻风险高，5 月任期交接前均有变数。总之，在政策未完全明朗前，短期金属可能高波震荡，需注意控制风险。当前可关注受宏观影响较小的板块（稀土、钨、钽），以及春节后的工业金属（铜...
Source Link市场一夜之间，政策预期突然转变，金银领跌商品市场，并引发美股一系列连锁反应，核心因特朗普提名凯文沃什担任美联储主席。沃什倡导“缩表 + 降息”的政策组合，偏鹰派的策略给市场浇一盆冷水，金银等品种出现杠杆杀多现象。短期沃什的提名受阻风险高，5 月任期交接前均有变数。总之，在政策未完全明朗前，短期金属可能高波震荡，需注意控制风险。当前可关注受宏观影响较小的板块（稀土、钨、钽），以及春节后的工业金属（铜...
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