美联储高官Goolsbee警告AI生产率预期可能推升利率，挑战沃什的降息叙事；下周中美CPI数据、特朗普访华预期、腾讯阿里等财报密集发布；特斯拉最后一辆Model S/X下线，VLCC运价回归理性。
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