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YouTube15 Apr 2026
22m

「大摩」20260412：经济预期边际回暖，但仍担忧失业降薪，房价预期继续恶化，赔钱卖房接受度提升，旅游出行预算持续下行，消费降级延续｜外资研报｜摩根士丹利｜alpha wise｜财经｜投资｜中国经济

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「大摩」20260412：经济预期边际回暖，但仍担忧失业降薪，房价预期继续恶化，赔钱卖房接受度提升，旅游出行预算持续下行，消费降级延续｜外资研报｜摩根士丹利｜alpha wise｜财经｜投资｜中国经济