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财政隐忧：暂时休眠，但并未消失　　由于通胀温和，市场对财政风险的担忧暂时平息。然而，主要发达经济体的财政状况依然紧张。高盛警告，这些担忧只是“休眠而非消失”。如果出现新的大规模财政扩张计划，例如美国潜在的“关税退税”支票，很可能再次引发债券市场的“恐慌发作”。　　8． 汇市与周期：美元缓步走弱　　高盛预计2026年的外汇市场将更具“顺周期”特征。在美国、中国和多数新兴市场增长超预期的背景下，高贝塔

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