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蜡笔小六
#美国中期选举:民主党赢得国会两院控制权 这次是“白宫与国会对立”,市场主线从“大规模财政扩张预期”转向“政策僵持,新增刺激很难落地”但美联储、美国通胀、企业盈利才是决定趋势的核心,选举更多改变节奏、行业溢价和阶段性波动,很难扭转大趋势。
对黄金偏友好
美元走弱+长端美债收益率上行受限,实际利率更容易回落,利好金价;同时债务上限、政府停摆这类政治风险,也会阶段性提振黄金避险买盘 。$XAG
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