今天我们继续讲《研报精讲》第1期(下)的内容,主题是德银的报告:《中国的斯普特尼克时刻,而不是AI》(China's, not AI's, Sputnik Moment)。报告原文小助手已经发会员群,大家可以结合报告来学习。上节课我们讲了德银看多中国经济和市场的前6个核心论点,今天继续讲剩下的几个。7、中国政府将出手整顿内卷和产能过剩,尤其是工业制造业。前面讲到的金融自由化对于刺激消费内需也有帮助...
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