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杰克船长宏观策略
@macrotradecn
Joined September 2011
99 Following    155.1K Followers
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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