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【高盛:特朗普上台后债市暴跌没错,但股市大涨就...】高盛认为,美国债券走势已经真实计入特朗普的影响,但股市却没有。因为#特朗普新政#最终只会提升通胀,而不是经济增长。他限制移民的政策将降低经济的潜在增速,美国长期潜在增长仍处于“低速”。

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