【中金：关注“Trump 2.0”交易方向的新线索】智通财经APP获悉，中金发布研报称，结合特朗普政策主张的新线索和影响主线，Trump 2.

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【中金：关注“Trump 2.0”交易方向的新线索】智通财经APP获悉，中金发布研报称，结合特朗普政策主张的新线索和影响主线，Trump 2.0交易的大概率和更可能的方向有1)美债：通胀性政策限制利率下行空间。2)美股：整体不悲观，但短期回调后再介入；科技龙头有产业优势，但相比周期有更多政策压力。3)黄金：降息兑现后和特朗普刺激政策都将使其承压，但受益于避险情绪。4)美元：不论降息还是特朗普...

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