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近期金、铜、原油等大宗商品价格持续走高，今年以来美股能源股表现甚至超过了科技业。
在商品为代表的通胀因子与科技为代表的增长因子之间，这一轮对决谁会赢？
科技对商品在过去一个长周期内的绝对优势是否面临又一个拐点？
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