Open
Episode cover
YouTube19 Jul 2026
16m

「大摩」20260716：下调全年经济增速预期至4.6%，决策层视消费为大炼科技和产业升级的结果，短期刺激消费以行政管制放松为主，财政资源优先支持科技和安全，下半年K型分化持续，7月政治局会议政策前瞻

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」20260716：下调全年经济增速预期至4.6%，决策层视消费为大炼科技和产业升级的结果，短期刺激消费以行政管制放松为主，财政资源优先支持科技和安全，下半年K型分化持续，7月政治局会议政策前瞻