Open
Episode cover
YouTube17 Mar 2026
15m

「野村」20260316：1-2月经济数据大幅超预期，但短期增长压力将显现。油价上涨压缩下游企业利润，叠加AI推动降薪裁员，实则输入通缩而非通胀。求是呼吁加强舆论引导，内需弱归因预期管理不够｜外资研报

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」20260316：1-2月经济数据大幅超预期，但短期增长压力将显现。油价上涨压缩下游企业利润，叠加AI推动降薪裁员，实则输入通缩而非通胀。求是呼吁加强舆论引导，内需弱归因预期管理不够｜外资研报