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美股风云突变?但有 Costco“稳如磐石”
拓宽视野,从公司业绩对美国整体经济,尤其是中坚中产消费的走势来看,从量的角度是稳中有升的。而价的角度,则似乎拐点性的呈现出再次通胀的迹象。这对后续美债利率的走势也有参考意义。
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