大盘趋势符合去杠杆化的走法

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美元坚挺、黄金跌、美国债升、股市疲。因为黄金跌,不是对乌克兰的反应。因为美国债升,不完全是对QE tapering和前两天升息言论的反应。Nas弱,Dow略好,无厘头2000年式的追涨热情消退。美元、日元双双走强,看来乌克兰危机平息后的趋险交易短命,投资市场的一波去杠杆化呼之欲出。在没有消息、数据、季报等的推动下,股市吃饱了撑得,该泄啦

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