EPISODE · Jan 2, 2024 · 1H 8M
第一百零四期：告別2023年
from 智本社 · host 清和
2023年，一切經濟敘事從債務開始。過去十年中國宏觀槓桿率大幅度上升，政府、企業和居民三大部門的負債率都不低。到2023年，過度借債問題已迫在眉睫，關鍵指標「借新還舊」占比快速攀升，化債已成為政府重要任務之一。
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第一百零四期：告別2023年
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