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财信证券研究指出,海外局势动荡加剧,中东冲突、美国关税走势均存在较大不确定性,将对市场风险偏好产生影响。回顾历史,在经济周期及货币信用周期共同作用下,大宗商品涨价延续从贵金属、到工业金属、再到能源及农产品的顺序。
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