Goldman Sachs SELL

China 2026 Outlook Exploring New Growth Engines (1)

Jul 24, 2026

From the report报告摘录China 2026 GDP Growth Beat: Projected 4.8% real GDP growth (vs consensus 4.5%), driven by policy easing (two 10bp rate cuts, fiscal deficit widening to 4.0% GDP) offsetting consumption weakness.

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