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陽明現增股大換手 中多繼續 - 財經

這件事攸關到兩個議題,一是通膨暫時論,如果鮑爾沒有連任的話,金融市場會懷疑聯準會是否準備轉換立場,由鴿轉鷹。二是如果鮑爾連任失敗的話,將不利民主黨二○二二年的中期選舉,從歷史經驗來看,中期選舉往往不利於執政黨,執政黨總統的各項國內外政策都會讓市場重新審視。 對金融市場而言,穩定是最受歡迎的選項,尤其此時市場質疑聯準會堅持的通膨暫時論...
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