特朗普宣誓就职,市场表现平稳
特朗普宣誓就职,重点阐述关于移民、能源、制造业相关政策,并成立国家税务局对进口产品征税,然而没有重点着墨。
美元指数下跌1.05%至108.23。11月以来上涨近4%,通胀预期下利率将保持在较高水平。美股期指涨0.4%,富时中国A50涨超1%。
离岸人民币最高涨近800点上逼7.26元。比特币触及新高后大幅转跌,特朗普代币Trump跌38%。
接下来的时间,看好a股和港股,尤其是港股。
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Edited 21 Jan 2025, 08:03
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