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YouTube19 Aug 2025
16m

「野村研报解读」20250814：本轮反内卷不但无法走出通缩，还将导致“国进民退”深化，软预算约束挤压民营经济生存空间｜外资研报｜野村证券｜陆挺｜中国经济｜民营经济｜需求断崖｜通缩｜反内卷｜股市｜消费

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「野村研报解读」20250814：本轮反内卷不但无法走出通缩，还将导致“国进民退”深化，软预算约束挤压民营经济生存空间｜外资研报｜野村证券｜陆挺｜中国经济｜民营经济｜需求断崖｜通缩｜反内卷｜股市｜消费