Open
Episode cover
YouTube06 Nov 2025
11m

「大摩研报解读」20251105：房价同比跌幅已超大摩年初预期，受财富效应影响，消费降级明显，股市上涨也无法刺激中国奢侈品消费复苏｜外资研报｜摩根士丹利｜房地产｜房价｜股市｜市值｜经济｜宏观｜财经｜

Podcast cover

老厉害

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.

Open in Podwise

Shownotes are not generated by Podwise.

「大摩研报解读」20251105：房价同比跌幅已超大摩年初预期，受财富效应影响，消费降级明显，股市上涨也无法刺激中国奢侈品消费复苏｜外资研报｜摩根士丹利｜房地产｜房价｜股市｜市值｜经济｜宏观｜财经｜