中泰证券研报指出，利率层面，各期限美债利率持续新高，其中30年期突破2008年金融危机水平，美债风险不容小觑；商品层面，美联储信誉和独立性持续受损，各类大宗商品的金融属性接连绽放。虽然9月FOMC之前，市场的实际波动或仍被压制，但水面之下的是暗流涌动。从应对中长期不确定性角度，建议关注贵金属以及受中东供给影响较高的铜、铝。
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