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勒米
09-27
$房多多(DUO)$
@夜行美股
勒米
2021-03-01
转发,虽然看不懂
@许亚鑫:起风了,万亿财政刺激和大宗商品上涨都是刚刚开始
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实际上,这一场风暴,从除夕那天的那一通长达两个小时的通话,就拉开了序幕: 此前两国外交系统的领导人之间已经通了电话,然后向各自国内的媒体通报了对话的内容。有人对比了中美媒体的报道文本,概括为:“一次通话,各自表述”,“看了自己的媒体,都会觉得电话那头被我方好好地训了一顿”。由此,有观点认为对未来四年的中美关系感到担忧。 美国重回世界舞台,拜登试图重构中美关系 这个世界真奇妙,每个人都像是一个虚拟的人物,比如拜登就像《终结者》一样吼出那句:“美国又回来了!”那么,特朗普内心独白肯定就像灰太狼一样:“我还会回来的!” 是的,正如拜登吼出那句一样,美国之后的动作也是这么进行的,从上台后积极与之前盟友进行联系,到2月召开G7会议时大笔一挥,洒出了大笔疫苗订单给欧洲来看,美国方面也是倾尽所有了,而且美国还要拉拢日、澳、印一同加入到G7会议中,在此次会议上,美国提议了对中方新的对策,其中一条就是在科技上继续进行遏制的策略,不仅如此,拜登在G7上要重建北约,继续在军事上保持话语权(目前美国在联合国式微),不过令人觉得有意思的是,在G7会议结束后,默克尔的发言要继续加强和中国的合作,还劝拜登认清形势,而马克龙直接放话欧洲还是不要依赖美国(我怎么觉得这句话含沙射影的说给英国听的呢?),由此可见,美国这次联系欧洲的盟友,实在是谈不上成功,只能说露个脸,但是盟友也不傻,美国国内情况那么糟糕,疫苗产能都不够,万一大笔一挥的疫苗其实画出来呢?还得罪了实实在在的中国,别忘记了下个月我们人大就要","listText":"过去的一个月,美债收益率飙升,风险类资产纷纷回调,无论是港股,美股,还是A股的投资朋友们,均被最近的这一波“资产重估”折腾得活来死去。以黄金价格为例,更是在铜,铝,锡等价格迭创新高的背景之下,令人咂舌的跌到了1717美元/盎司的半年多新低,很多投资者被市场这样的极度分裂走势撞得七荤八素,纷纷表示“看不懂”。 实际上,这一场风暴,从除夕那天的那一通长达两个小时的通话,就拉开了序幕: 此前两国外交系统的领导人之间已经通了电话,然后向各自国内的媒体通报了对话的内容。有人对比了中美媒体的报道文本,概括为:“一次通话,各自表述”,“看了自己的媒体,都会觉得电话那头被我方好好地训了一顿”。由此,有观点认为对未来四年的中美关系感到担忧。 美国重回世界舞台,拜登试图重构中美关系 这个世界真奇妙,每个人都像是一个虚拟的人物,比如拜登就像《终结者》一样吼出那句:“美国又回来了!”那么,特朗普内心独白肯定就像灰太狼一样:“我还会回来的!” 是的,正如拜登吼出那句一样,美国之后的动作也是这么进行的,从上台后积极与之前盟友进行联系,到2月召开G7会议时大笔一挥,洒出了大笔疫苗订单给欧洲来看,美国方面也是倾尽所有了,而且美国还要拉拢日、澳、印一同加入到G7会议中,在此次会议上,美国提议了对中方新的对策,其中一条就是在科技上继续进行遏制的策略,不仅如此,拜登在G7上要重建北约,继续在军事上保持话语权(目前美国在联合国式微),不过令人觉得有意思的是,在G7会议结束后,默克尔的发言要继续加强和中国的合作,还劝拜登认清形势,而马克龙直接放话欧洲还是不要依赖美国(我怎么觉得这句话含沙射影的说给英国听的呢?),由此可见,美国这次联系欧洲的盟友,实在是谈不上成功,只能说露个脸,但是盟友也不傻,美国国内情况那么糟糕,疫苗产能都不够,万一大笔一挥的疫苗其实画出来呢?还得罪了实实在在的中国,别忘记了下个月我们人大就要","text":"过去的一个月,美债收益率飙升,风险类资产纷纷回调,无论是港股,美股,还是A股的投资朋友们,均被最近的这一波“资产重估”折腾得活来死去。以黄金价格为例,更是在铜,铝,锡等价格迭创新高的背景之下,令人咂舌的跌到了1717美元/盎司的半年多新低,很多投资者被市场这样的极度分裂走势撞得七荤八素,纷纷表示“看不懂”。 实际上,这一场风暴,从除夕那天的那一通长达两个小时的通话,就拉开了序幕: 此前两国外交系统的领导人之间已经通了电话,然后向各自国内的媒体通报了对话的内容。有人对比了中美媒体的报道文本,概括为:“一次通话,各自表述”,“看了自己的媒体,都会觉得电话那头被我方好好地训了一顿”。由此,有观点认为对未来四年的中美关系感到担忧。 美国重回世界舞台,拜登试图重构中美关系 这个世界真奇妙,每个人都像是一个虚拟的人物,比如拜登就像《终结者》一样吼出那句:“美国又回来了!”那么,特朗普内心独白肯定就像灰太狼一样:“我还会回来的!” 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