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特朗普关税威胁下美债避险效应凸显,60/40策略将持续有效?
与之形成鲜明对比的是,美债近期由于避险效应凸显,维持强劲表现。10年期美债收益率周四虽然出现七个交易日来首次上涨,但仍徘徊在年内低点附近。目前,10年期美债收益率已较1月4.8%的峰值下跌了约50个基点,本周稍早一度跌破100日移动均值4.39%。
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