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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦-行業數據

作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦
作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦
因此我們更傾向于今年年初美國新政府的政策組合是偏滯脹的。而馬斯克和貝森特等人偏促增長、降通脹的政策則落地和起效會更慢。
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第1頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第2頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第3頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第4頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第5頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第6頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第7頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第8頁
作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第9頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第10頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第11頁
作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第12頁
作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第13頁
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作為財政部長的溫和商人貝森特，他的政策訴求可能和其他陣營會有不少摩擦_第14頁
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所屬報告： 大類資產系列：2025“美國例外論”的“例外”？-250103（15頁）.pdf
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