高盛股票雷达：聚焦中国竞争格局及本周核心研究-GS Equity Radar_ China competition in focus and key research from the week

5 December 2025 | 6:20PM GMT Equity Research GS EQUITY RADAR China competition in focus and key research from the week China competition in focus. Our economists think that China will grow faster in an export driven way which will hurt European growth, especially Germany. We remain constructive on Germany's fiscal boost but given this structural drag from China, we are likely to see more focus on China competition for various sectors. Some reading / listening to help you frame the debate: Goldman Sachs does ...