欧洲缺乏生产力，且并未准备好应对进入现代重商主义时代的风险。尽管近期对俄乌冲突以及美国可能会削减对欧洲防务支持的担忧，引发了欧洲的关注，但我们认为欧洲面临的最大风险是长期经济停滞。虽然德国受到最多关注（自2020年初以来经济基本没有增长），但过去15年以来整个欧洲的增长都异常疲弱。 然而，2025年初至2月底，欧洲股市表现在全球范围内位居前列，欧洲斯托克50指数（Stoxx 50）上涨超过10%，...
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