每周报告阅读分享(2024-001) episode artwork

EPISODE · Feb 24, 2024 · 14 MIN

每周报告阅读分享(2024-001)

from 全球经济与市场随谈

全球制造业PMI是否见底? 贸易争端风险重燃? 逆全球化趋势下,中国出口再受指摘 英伟达和AI领衔的Mag 7行情是否是泡沫? 大盘太贵,零售投资者转向中小盘? 中美假脱钩,实质在“去风险”? 2024年的中国经济,相信龙的传说 美国市场的六万亿问题,企业和居民会增加风险偏好吗? 辜朝明对日本经济敲警钟,“节俭悖论”依然存在在小宇宙查看该单集文稿

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每周报告阅读分享(2024-001)

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