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半盏清欢
本次非农大幅强于预期，打破就业降温的幻想，降息预期延后，美债收益率上行，属于利空风险资产。前期行情提前炒作降息利好，数据落地出现获利兑现回落。短期市场进入观望，方向要看下周CPI数据，山寨波动风险更大，不要急于抄底。
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