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欧洲的“觉醒”对全球配置的影响
欧洲“觉醒”的叙事给了全球资金流向变局的想象空间,但光有想象空间不够,节奏和幅度对于投资可能更加重要。这背后有两个核心问题:一是加国防军工支出、德国财政扩张不等于欧盟的财政一体化,而缺乏一体化财政才是欧元资产的核心弱点;其次增加的国防支出是主要用于发 ...
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