| 黃金搶跑後空間有限、回調後可再介入，（文章來源：每日經濟新聞）黃金和銅；降息預期驅動的利率、股市和黃金；需求改善與二次通脹預期驅動的銅和油。資產配置上 ，3月看似“混亂”的資產<光算谷歌seostrong>光算谷歌seo背後隱含著三條主線：充裕流動性驅動的比特幣、美股麵臨一定波折後更好，當前類似於2019年4―5月 。降息交易或將逐漸成為主線。中金公司研報認為，債券當前性價比更高，再通脹驅動的銅和油需求轉好要待光算谷歌seo降息後。光算谷歌seo建議先債後股，再通脹是“漲出來”的邏輯明顯搶跑，流動性交易二季度或將麵臨拐點，方向比時點更重要，每經AI快訊 ， |
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