Group 1 - The core viewpoint is that economic growth is not a single-choice question, and both new and traditional sectors must be balanced for sustainable development [1][26] - The AI sector is experiencing significant investment and growth, which is driving demand in related industries, particularly in the U.S. where tech-related investments contributed over 90% to GDP growth in the first half of the year [5][12] - The wealth effect from stock market gains is less pronounced in certain markets, where real estate remains the primary asset class influencing consumer behavior [9][11] Group 2 - The article emphasizes the importance of not discarding traditional industries but rather enhancing them with new technologies, as seen in Germany's Industry 4.0 approach [21] - The balance between new and old industries is crucial, with emerging sectors needing to thrive while traditional sectors stabilize to ensure economic resilience [24][26] - The upcoming 14th Five-Year Plan aims to foster both emerging industries and the upgrading of traditional sectors, indicating a dual approach to economic growth [19][26]
美国科技撑半壁江山，中国房市仍在调整，伍戈点透均衡关键
Sou Hu Cai Jing·2025-12-02 18:56