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- songfasongfa
  ·2021-02-08
  周民主党动用了预算调整程序，这意味着民主党可以绕开共和党，直接以51票简单多数就可以在参议院通过财政刺激内容。我们预计新一轮刺激方案会在2月底、3月初通过，最终的金额应该介于1万亿-1.9万亿美元之间，总体将提振美股，我们仍看好Q1美股表现，对应标普500指数4000点。不过Q2通胀问题是否会影响宽松节奏也很关键。配置上，基于人民币升值和企业增长的长期
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