Episode cover
YouTube24 May 2026
16m

「德银」20260522:一季度5%增速是今年峰值,担心失业、收入放缓、房价下跌、AI替代均导致消费低迷,70%投资人认为房价27年前无法企稳,缺少需求支持政策的输入性通胀只是昙花一现,外资未撤离中国

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.

「德银」20260522:一季度5%增速是今年峰值,担心失业、收入放缓、房价下跌、AI替代均导致消费低迷,70%投资人认为房价27年前无法企稳,缺少需求支持政策的输入性通胀只是昙花一现,外资未撤离中国