不要被短期的涨跌遮住眼,能源和大宗商品的涨势并未结束,反而才刚开始。原因不仅限于全球疫情有望得到控制,还因为去年全球央行集体防水后,催生通胀不可避免,更是因为大量资本逐渐撤离负债资产(房地产)开始进军大宗商品领域。
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