「高盛&野村」20260305：“两会”财政政策低于预期，提振消费停留在口号上，民生仍以托底为主，短期做好经济下行压力加大的准备，q2或有刺激政策出台，决策层偏好科技与投资｜外资研报｜财经｜中国经济｜

2026 21:32
Synopsis
本期研报Google Drive下载链接：https://drive.google.com/file/d/16xRIjiZcknErQWLm7-Oi2Sub9Ib6kJIa/view?usp=drive_link.

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