25.11.24 大摩周一宏观(通缩、消费、房地产、AI)

思维沙箱
Nov 24

中国宏观:打破通缩+楼市“三招”+社保与消费中国过去一年“表现不错”的三大事件Robin回顾:他们在上一届亚太峰会提出“中国醒了”,背后是三件事:政策端:2024年9月24日“政策转向”,核心是打破通缩、启动刺激。企业端:2025年初所谓的_deeptech时刻_,全球投资者重新认可中国的技术创新和企业家精神。外部环境端:2025年4–5月以来,中美博弈达到相对“势均力敌”的平衡,中国在产业竞赛中...

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