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YouTube03 Jul 2026
19m

「野村」20260702：中国居民资产负债表的修复极不均衡，低收入家庭节衣缩食提前还贷，压降“负债端”；而高净值家庭金融资产膨胀，扩张“资产端”。当前贫富差距仍在扩大，此种修复反而不利于消费复苏

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「野村」20260702：中国居民资产负债表的修复极不均衡，低收入家庭节衣缩食提前还贷，压降“负债端”；而高净值家庭金融资产膨胀，扩张“资产端”。当前贫富差距仍在扩大，此种修复反而不利于消费复苏