邢自强:关注全球流动性变化 辩证看待AI产业浪潮

格隆汇
Sep 30
摩根士丹利中国首席经济学家邢自强表示,此番加息改变了公司研究团队对于未来预期的判断,调整为预计今年12月和明年3月各一次加息。后续将密切关注加息等因素可能给全球流动性带来的影响。从与海外资本的交流来看,中国科技产业等景气上行投资方向更受青睐。参照历史,每轮产业革命都将极大提升生产效率,但也需未雨绸缪,平衡好期间可能对就业和收入体系产生的冲击。

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