Goldman Sachs Sell-side卖方

Asia Economics Analyst China's Broad Based Export Strength to Persist Despite Limited AI Boost

Aug 23, 202619 pages页

From the report报告摘录AI Export Misleading Growth: AI-related trade drives nominal export growth (50% of Q2 2026 nominal surge) but contributes minimally to real growth (sub-1pp); real expansion stems from electrical machinery (19% EU H1…

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