整体来看,短期(3-4月)美联储降息的空间极限有限,最快变盘信号仍需密切关注油价、通胀、以及劳动力市场的数据趋势。对于市场影响,降息延后压制了美股、比特币等风险资产的上行空间,资金会更偏好短期债券等稳健品种,不过中长期降息预期没有被彻底否定
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