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杰克船长宏观策略
@macrotradecn
Joined September 2011
99 Following    155.1K Followers
杰克船长宏观策略@macrotradecn
2026.03.15 01:59
美国，计划降息扩表，像14-16年货币化棚改，再苟2年，2028再去杠杆 息，降不下来了。扩表，卖房比买房多60%+硅谷裁员meta裁20%… 最后，只能保AI资本开支吧❤️
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