YouTube02 Nov 2025
8m

「野村研报解读」20251029:下调四季度消费增速预期,经济体感将进一步恶化,Q4内需将成GDP的拖累项,因以旧换新下的前置需求释放和高基数影响|外资研报|野村证券|陆挺|经济|宏观|内需|

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.

「野村研报解读」20251029:下调四季度消费增速预期,经济体感将进一步恶化,Q4内需将成GDP的拖累项,因以旧换新下的前置需求释放和高基数影响|外资研报|野村证券|陆挺|经济|宏观|内需|