摩根士丹利：中国经济两会观察：适度刺激，聚焦科技
摩根·2025-03-07 07:47
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Morqan Stanley RESEARCH March 5, 2025 04:54 AM GMT China Economics │ Asia Pacific NPC: Modest Stimulus, Tech Focus Fiscal package came as expected: a Rmb2rn expansion with mild support on consumption. Policy focus is to accelerate AI adoption and autonomous driving, while make gradual progra in restructuring housing and LGFV debt. We think tech animal spirits may return but broader reflationMemains slow. NPC announces a modest fiscal expansion: The augmented fiscal deficit for t ...