美国:科技驱动下的“无就业增长”经济初探(东方宏观与战略 王仲尧 吴泽青)

东方宏观与战略
Oct 23

本文摘自10月20日发布的报告《美国:科技驱动下的“无就业增长”经济初探》,作者:王仲尧(执业证书编号:S0860518050001)、吴泽青(执业证书编号:S0860524100001)、孙金霞(执业证书编号:S0860515070001)研究结论在美国,本轮经济—政策—市场循环中,科技(尤其AI)已从“中观主题”上升为“宏观变量”,重塑了增长的动力结构、政策的约束边界与资产的定价框架。由此,...

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