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YouTube01 Jul 2026
16m

「高盛」20260630：内资机构对中国经济的观点总结：谨慎看待短期经济前景，对增量政策不抱期望，AI加深对就业和消费的冲击，正确政绩观和地方政府集中换届拖累固投、资本跨境流动规范化、AI仍是关注焦点

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「高盛」20260630：内资机构对中国经济的观点总结：谨慎看待短期经济前景，对增量政策不抱期望，AI加深对就业和消费的冲击，正确政绩观和地方政府集中换届拖累固投、资本跨境流动规范化、AI仍是关注焦点