中美签订协议对中美股市，油，玉米，猪肉，黄金都有深刻的影响，但是最强的逻辑只有两个，那就是美国猪肉期货和中国股市。美国猪肉期货将走出几十年的大牛市，为什么？因为国际猪肉贸易总量不足中国猪肉缺口的5分之一，中国进去国际猪肉市场，将打破几十年来国际猪肉贸易的平衡，国际猪肉价格将坐火箭上升。那中国买猪肉干什么呢？答案是压低通胀，现在全球开启了新一轮量化宽松，中国央行受制于国内猪肉价格，将宽松政策一拖再拖，现在中美签订农产品大单，阶段性压低国内肉价已经事关一国货币政策，开启了宽松之路的同事中国堵住了资金去房地产的路，国内资金唯一的选择就是去股市啊。高层已经将股市和消费连接，股市涨，消费才能涨，消费提升才有利于经济转型的国家大战略！
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