EPISODE · Mar 29, 2026 · 9 MIN
新债王:保全模式 美联储或加息
from 深度
新债王冈拉克进入“保全资本”模式,风险仓位砍至历史最低。他警告美联储或加息,私人信贷如次贷危机前,美债或软违约,建议配置非美股票、短期固收等资产。
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新债王:保全模式 美联储或加息
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