市场的交易逻辑从滞胀走向了衰退？

36氪2021-10-16

进入十月之后，受到电力短缺、大宗商品涨价和美联储即将收紧货币等因素，整个市场突然走向风险厌恶情绪，交易逻辑也发生了变化。美林时钟进入衰退期？美林时钟，作为传统的投资模型，将经济周期分为：复苏→过热→滞胀→衰退，四个周期的循环。在每一个阶段之中，美林时钟都有一整套资产配置的优先顺序，随着通胀压力的逐渐加大，特别是欧美的经济开始逐渐走向了滞胀，而国内的交易逻辑，更是超前了一步。以煤炭股为例，虽然...

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Sen001
2021-10-17
Sen001
[财迷]
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2021-10-17
Sen001
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Youn7276
2021-10-17
Youn7276
阅
Diaschy
2021-10-17
Diaschy
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2021-10-16
Schemppho
說說你對這篇新聞的看法...
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安安之佛系投資篇
2021-10-16
安安之佛系投資篇
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href=https://mp.weixin.qq.com/s/NYBR-f61XBMhOQbQlEpBkw><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>进入十月之后，受到电力短缺、大宗商品涨价和美联储即将收紧货币等因素，整个市场突然走向风险厌恶情绪，交易逻辑也发生了变化。\n美林时钟进入衰退期？\n美林时钟，作为传统的投资模型，将经济周期分为：复苏→过热→滞胀→衰退，四个周期的循环。在每一个阶段之中，美林时钟都有一整套资产配置的优先顺序，随着通胀压力的逐渐加大，特别是欧美的经济开始逐渐走向了滞胀，而国内的交易逻辑，更是超前了一步。\n以煤炭股为例，虽然...</p>\n\n<a 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