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疫苗一旦问世将“治本”化解全球经济困局,欧系货币料因此跑赢美元;① 花旗集团分析师称,疫苗研发取得突破性进展的消息,对市场乐观情绪的影响甚至要超过出台更多财政与货币宽松措施的影响,因为相比前两者的“治标”,这是从“治本”层面化解了过去近一年来全球经济面临的困境。② 而花旗同时指出,在此状况下,欧洲及亚太地区风险资产市场的表现仍要强过北美市场,因美股许多科技大公司之前在疫情当中业务本已保持稳健甚至部分“因祸得福”。对应地,在疫情有望彻底结束的背景下,欧元与英镑兑美元的汇价也将录得进一步应声上行

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