摩根士丹利：中国-关税和刺激措施的下一步走向会如何？

May 6, 2025 08:03 AM GMT Investor Presentation | Asia Pacific M Foundation What's Next for Tariffs and Stimulus? Morgan Stanley Asia Limited+ Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 For analyst certification and other important disclosures, refer to the Disclosure Section, located at the end of this report. M China's Growth to Slow to 4.2% in 2025 amid Tariff Shock Growth to soften meaningfully in Q2-Q3 Deflation pressure will remain persistent 3.5 4.0 4.5 5.0 5.5 6.0 6. ...