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每周报告阅读分享(2024-011):中国经济的熟悉节奏;欧洲货币宽松与政坛风险;AI依然是主角;调研外资反馈 episode artwork

EPISODE · Jun 16, 2024 · 22 MIN

每周报告阅读分享(2024-011):中国经济的熟悉节奏;欧洲货币宽松与政坛风险;AI依然是主角;调研外资反馈

from 全球经济与市场随谈

作者星球:全球经济与市场随笔,加听友群请联系作者微信。 本周阅读清单: 0:00 未兑现的宏观叙事:两周年 5:30 国内经济又陷入熟悉节奏 9:31 全球央行纷纷转向,美联储点阵图转鹰 12:47 马克龙解散国民议会,欧洲市场受到冲击 17:41 AI前一切宏观叙事让道 19:51 调研分享:外资热情不高 不提供版权受限的任何文件,请谅解。 对节目中提及的观点作者持保留意见。 在小宇宙查看该单集文稿

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每周报告阅读分享(2024-011):中国经济的熟悉节奏;欧洲货币宽松与政坛风险;AI依然是主角;调研外资反馈

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