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戰爭衝擊導致全球能源供應鏈受損,雖然市場目前因停戰紅利出現反彈,但實質上面臨的是「長期滯脹期」。由供應端引發的通脹具備高度粘性,美聯儲(Fed)降息門檻極高。目前的市場過度樂觀,正是中長線佈局空單的絕佳時機。

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有点道理

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