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如是要不出意外的话,中国央行8月份会降准,以弥补流动性。近期国内数据有通缩趋势,不过人民币贬值,也推迟了美国加息的预期,商品近期会有惯性下滑,但指标已现底部现象,激进的话可以考虑轻仓进多,金价与油也已达到最大历史比值,应该会向中间值收缩。

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