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陈明坤宏观观察
前伦敦宏观对冲基金交易员 从事复杂系统科学 研究宏观地缘政治与大类资产分析。
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War is not news, but an asset repricing machine.
War does not directly determine the rise and fall of assets, but rather restructures pricing by changing the "ranking of variables".
陈明坤宏观观察
3 hours ago
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