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華爾街見聞
2024.04.07 01:50

近期金、銅、原油等大宗商品價格持續走高，今年以來美股能源股表現甚至超過了科技業。

在商品為代表的通脹因子與科技為代表的增長因子之間，這一輪對決誰會贏？

科技對商品在過去一個長週期內的絕對優勢是否面臨又一個拐點？

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