陈果:美国出手压制长端利率很可能只是个开始

格隆汇
Aug 20
东方财富证券研究所副所长、首席策略官陈果:美国如期出手压制长端利率,利好黄金、数字货币和人民币资产。对A股来说,利好黄金股乃至有色、医药股、必选消费股、红利股和稳定增长蓝筹股。利空美元汇率,而且这次出手很可能只是个开始,美国几乎别无选择。

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