一路走来cd
05-19
虽然原油持续高价已经不被宣传，但是影响持续恶化。推高通胀苗头不减，适当压住高分红的价值股。
黄金破4400白银上66,CPI前抢跑抢什么?
黄金期货周一大涨3.32%至4484美元/盎司,一举突破4400关口并刷新七周高位,白银涨4.70%至66.31美元,涨势比黄金更急。逻辑仍是上周非农留下的那条链:就业减少2.3万、时薪只增3.2%,9月加息押注被压下去,油价回落先缓和通胀担忧,收益率与美元预期同步下行,贵金属的主线已从避险彻底切到"实际利率回落"。周三的CPI是这条链的下一个验证点。当买盘在数据公布前就先抢跑,金银赌的是通胀降温还是政策转向?
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MorganHope
05-19
MorganHope
高分红也压啊 那公用事业更难顶？
LeonaClemens
05-19
LeonaClemens
油价这么黏 价值股真压得住吗
什么也没有了～
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