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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
2026.05.20 00:24
有2个解释逻辑～ 1，G7主权债崩盘资金流向美国 2，美元股债平衡基金，配置策略因为美债跌，把债砍掉，进入股或类现金 So非美非科技资产出现股债😅
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