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币圈露露
$SNDK $SKHY $MU 如果民主党把参众两院都拿下,对币圈会有什么影响?
美股和科技股,民主党拿下两院会引发AI监管担忧,高估值科技股容易进入震荡行情,但总统否决权很难让致命法案通过
美债,大规模刺激预期降温,长债收益率容易下行,债价偏强
美元,理论上偏弱,但最终结果还得看美联储和避险资金,未必大跌
黄金,长债实际利率下行利好黄金,但不一定会涨
共性:选举落地后不确定性降低,美股会有修复行情#美国中期选举在即,哪些结果值得关注?

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