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共和党与民主党人士的消费信心表现分化
共和党与民主党人士的消费信心表现分化
行业数据
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图片格式：PNG
图片大小：119KB
图片尺寸：1210*961
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所属报告：
2025年下半年宏观、政策及资产配置展望：拨云见日-250606（120页）.pdf
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行业数据
2026-07-10
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截至2026年5月民主党赢得众院的概率远超共和党
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行业数据
2026-06-12
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民主党国会支持率48.1%，共和党42.7%
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行业数据
2026-03-16
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图表34）。此外，共和党是否会在ePTC上妥协也会对2026
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行业数据
2025-11-04
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美国政府停摆结束的四种可能情景（*特朗普将所有后果归咎于民主党）
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行业数据
2025-10-14
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图31.特朗普在共和党初选支持率中领先（%）
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行业数据
2025-02-06
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图32.拜登在民主党初选支持率中领先（%）
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行业数据
2025-02-06
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2024共和党纲领
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行业数据
2024-12-09
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民主党vs.共和党执政期间，页岩油气产量及CAGR增速比较（左轴：页岩油产量，mmb/d；右轴：页岩气产量，bcf/d）
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行业数据
2024-10-28
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历史经验来看，共和党执政时期财政赤字扩张居多（%）
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其它
2024-07-22
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历史经验来看，共和党执政时期通胀相对更低（%）
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2024-07-22
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共和党2016和2024年纲领对比
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2024-07-16
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历届总统执政时期金价走势（灰色为共和党）（单位：美元/盎司）
fCDml6XmnJ8gfCDkvKbmlZnnjrDotKfpu4Tph5HvvIjnvo7lhYMv55uO5Y+477yJIHwKfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS18CnwgMTk4MC0wMS0wMSB8IDYxMC4wMCB8CnwgMTk4MC0wMi0wMSB8IDYyMC4wMCB8CnwgLi4uIHwgLi4uIHwKfCAyMDIzLTEyLTAxIHwgMTk4MC4wMCB8CgrotYTmlpnmnaXmupDvvJpXaW5k77yM5Lit6YKu6K+B5Yi456CU56m25omA
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2024-06-06
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历届总统执政时期黄金涨幅（红色为共和党）
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2024-06-06
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全球全年龄段奶粉市场规模（亿美元）
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2026-07-30
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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总的来说，我们认为特朗普的关税政策犹如一剂“甜蜜毒药”，虽然能够在短期通过强硬贸易姿态博取利益，但在长期却可能是在以经济失衡、社会成本激增和国际信任崩塌为代价。如果持续推行下去，不仅无法根治美国的结构性痼疾（如制造业空心化、社会不平等），反而可能成为加速其霸权衰落的催化剂，这可能也是近期中美发布联合声明、关税谈判重归原点的最重要原因之一。
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2025年下半年宏观、政策及资产配置展望：拨云见日-250606（120页）.pdf
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