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看多黄金,理由充分。大幅上涨预计3月中之后,不会在近一个半月出现,技术性回调月,不宜过分看多。看多美股,理由有分歧,流动性充裕,客观反映经济不一定好于预期,拜登政府能否驾驭股指继续上行,有分歧,中期偏中性,长期有悬念。原油看多,理由充分。美元指数,震荡盘整2到3个月,下行挑战85。选择擅长品种,顺势而为。个人观点,仅供参考。

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