聚焦高盛:AI会吃掉软件吗?(英)-2026.3.9。Shunto negotiations; we expect a base pay rise of 3.2-3.5%.China growth; we expect real GDP growth to fall to 4.8%yoy this year (from 5% in 2025), in line with the recentlyannounced official growth target of 4.5-5% this year.GS base case scenario Strait of Hormuz disruption for 5 weeks GS forecasts。
聚焦高盛:AI会吃掉软件吗?(英)-2026.3.9。Shunto negotiations; we expect a base pay rise of 3.2-3.5%.China growth; we expect real GDP growth to fall to 4.8%yoy this year (from 5% in 2025), in line with the recentlyannounced official growth target of 4.5-5% this year.GS base case scenario Strait of Hormuz disruption for 5 weeks GS forecasts。
聚焦高盛:AI会吃掉软件吗?(英)-2026.3.9。Shunto negotiations; we expect a base pay rise of 3.2-3.5%.China growth; we expect real GDP growth to fall to 4.8%yoy this year (from 5% in 2025), in line with the recentlyannounced official growth target of 4.5-5% this year.GS base case scenario Strait of Hormuz disruption for 5 weeks GS forecasts。
覆盖 2026 年,全文共 31 页。
本报告为付费报告,可在资料宝站内下单后获取完整内容。
适合战略规划、产品经理、行业研究员等读者参考。
重点分析了AI、软件、高盛、AI会吃掉软件吗?等议题。