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中金公司认为中国开放后的增长修复预期与美国通胀与加息放缓预期依然是资产表现的关键变量一方面春节期间居民出行和线下活动的修复提振了市场对于中国在优化疫情防控政策后经济修复的信心另一方面对于美联储加息节奏放缓的预期仍在继续且市场已经开始计入年底降息预期短期这一趋势并不至于逆转一季度市场积极窗口仍在但预期充分计入后也难免会有反复这体现在近期美债利率和美元的盘整上

除了国家收入,能源巨头也受到了影响。数据显示,沙特阿美一季度利润为?318.8亿美元,低于分析师预期,同比下降19%。对于业绩的下滑,沙特阿美归咎为油价下跌。沙特政府直接拥有沙特阿美90%的股份,另外8%的股份由主权财富基金持有。强劲刹车

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