【2026.8.3】中金宏观周论：长端美债投下不信任票，AI融资缺口达3.5万亿。政治局会议定调“存量发力、增量谋划”，转型容忍度不改。

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.