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 总体而言,这次非农数据的变差符合我们预期,算是给接下来美联储降息铺好了路,但是降50个点还是25是不确定的,其实现在很多资产价格已经充分计价了降息50的利好,如果低于这个水平,近期的涨幅必然会被回吐。

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