Open
Episode cover
YouTube14 Aug 2025
8m

「大摩研报解读」20250813：贴息消费贷大概率用于提前偿还房贷，刺激消费不能靠贷款，彭博报道的央企下场收房可行性存疑｜摩根士丹利｜外资研报｜中国经济｜房地产｜消费｜贷款｜贴息｜消费贷｜利息｜利率｜

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」20250813：贴息消费贷大概率用于提前偿还房贷，刺激消费不能靠贷款，彭博报道的央企下场收房可行性存疑｜摩根士丹利｜外资研报｜中国经济｜房地产｜消费｜贷款｜贴息｜消费贷｜利息｜利率｜