花旗發表報告指出，內地經濟正進行「去房地產」轉型，為脆弱的後疫情復甦創造一個「雙軌」特徵。中央政府似乎希望科技創新、先進製造及現代化基建成驅動力，以填補房地產留下的空缺。
該行認為，新興產業的規模可能與房地產規模相匹配，且都將鞏固中國作為「世界工廠」的地位。而生產經濟面臨的主要挑戰可能來自需求面。該種新增長模式的成功離不開加強對外貿易政策風險管理、進一步促進「內循環」，特別是消費的努力，否則可能會導致通貨通縮。短期而言，避免房地產過度修正應該是穩定增長的必要條件。
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- 《大行報告》花旗：中國經濟正進行「去房地產」轉型 冀科技創新、先進製造及現代化基建成驅動力
《大行報告》花旗：中國經濟正進行「去房地產」轉型 冀科技創新、先進製造及現代化基建成驅動力
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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This page is machine-translated. Futubull tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.