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日本銀行預計在下次會議升息,市場已經至少預期了這一點一個月,但所謂的「聰明」分析師卻為此瘋狂。
讓我明確說明:
如果日本升息,已經大多被市場預期。
如果日本未升息,對風險偏好資產來說是看漲的。
已不存在更看空的情景。