作者： 苏月、徐天辰、李子谦、张滢、续田曾摘要：保守的增长目标为中国调整供给侧驱动增长模式所带来的国内失衡提供政策空间。一年一度的全国人民代表大会和中国人民政治协商会议（简称“两会”）于3月4日拉开帷幕。本报告是对会议期间发布的重要政府文件（特别是《政府工作报告》）主要内容的分析和总结。总体而言，政...
🌍 市场动态全球经济增长在动荡中保持稳定尽管世界主要经济体和贸易集团持续面临不利因素，我们预计2026-2027年全球经济将保持韧性。我们预计2026年全球增长率将仅小幅放缓至2.7%，并于2027年回升至2.8%，但认为基线预测面临的风险较之前更为平衡。美国经济正在经受贸易和政策带来的影响，与人工智能相关的投...
🌍 市场动态美伊直接对抗与地区震荡2月28日，美以联合针对伊朗军事和安全目标发动了代号为“史诗怒火”的军事行动，此后德黑兰迅速对以色列及地区目标发动导弹和无人机报复，中东地区局势升级风险急剧攀升。尽管来袭的多数投射物被成功拦截，但伊朗此次反击的规模、速度和协同程度，展现出较2025年6月更为强硬的姿态，这与经济...
🌍 市场动态Videos of influencers hitting it big on Stake.com are all over the internet. But at least some of those wins are statistically unlikely, a Bloomberg a...
🌍 市场动态After making its name on millennials and meme stocks, the popular brokerage app is riding its Trump bump into the S&P 500 and beyond....
🌍 市场动态U.S. stocks were mostly lower, with the Nasdaq leading declines as makers of AI infrastructure suffered steep falls, many in the double digits. Nvidia...
🌍 市场动态Gold settled 1.4% lower, down two of the past three sessions, and silver fell 2.5%, down three of the past four sessions....
🌍 市场动态Panic fueling the selloff of Nvidia, Broadcom and other tech giants is overblown....
🌍 市场动态Gain insight on Experian, SoFi Technologies and more in the latest Market Talks covering Financial Services....
🌍 市场动态Arabica coffee prices hit a record level, as traders digested the withdrawal of President Trump’s threats to impose tariffs and economic sanctions on ...