$20 年期以上美国国债 ETF - iShares(TLT.US) 现在有个短期与长期的预期差，长期来看，通过扩大石油或其它资源开采，最后反映到终端产品降价，降通胀的方法美国多的是。但问题在于，这是一个过程，过程需要时间，而加关税是立刻就能推高通胀。因此在这短空长多的背景下，未来会诞生美债极佳的长线买点。而我买美债的原因很简单。。就是东大利率太低，逐步把东大三十年久期国债换成美元建仓美债锁定四个多点的利率。至于汇率风险。。我一点不担心，因为我真不觉得东大这么搞下去能赢。
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