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中金公司最新报告认为,市场与美联储低估了美国通胀上行风险,通胀并不是暂时的,往前看,通胀上升将给美联储带来挑战,美国货币政策不确定性也进一步上升,一个需要警惕的风险是美联储被迫提前退出宽松,进而给资产价格带来冲击

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