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YouTube09 Jan 2026
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「大摩研报解读」20260107：一季度依靠基建有望达成5%，但“供强需弱”进一步加深通缩循环，下半年政策将逐渐转向需求端，全年通缩缓解但内需托而不举｜外资研报｜宏观｜经济｜摩根士丹利｜财经｜消费｜

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「大摩研报解读」20260107：一季度依靠基建有望达成5%，但“供强需弱”进一步加深通缩循环，下半年政策将逐渐转向需求端，全年通缩缓解但内需托而不举｜外资研报｜宏观｜经济｜摩根士丹利｜财经｜消费｜