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中国宏观首席投资官考察要点-China_ Macro CIO Tour Takeaways
2025-11-10 03:34
7 November 2025 | 10:28PM HKT Economics Research China: Macro CIO Tour Takeaways Goldman Sachs China On November 6, we hosted our China macro CIO tour in Beijing. Invited speakers discussed topics such as the US-China trade truce, messages from the 15th Five-Year Plan proposal, and their thoughts on next year's economic growth and policies. The overall tone was relatively cautious, with clear trends of Chinese companies "going global" and a shift in policy support toward service industries. US-China Relatio ...