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陈副业
特朗普又放话，共和党若拿下参众两院，就给每个美国成年人发5000美元，还限定只能在美国境内花。听着爽，算笔账就明白：美国全年关税收入约1670亿美元，对比1.3万亿的发放规模，连零头都不够，本质还是举债派钱，先喊口号、落地靠后。短期看，美股消费、科技、小盘股容易走强，加密也会跟着有一波上涨预期；但中长期通胀和美债收益率会反噬，利好和风险都得算清楚。$BTC
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