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玲峰资本
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1. 核心CPI月环比走高,代表通胀回落速度变慢,市场会下调降息预期:美联储不会那么快、大幅度降息。
2. 市场解读:偏鹰。
- 利空:美股、黄金、加密货币(降息预期减弱,美元更容易走强)
- 利好:美元。
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