It isn’t just celebrities like George Clooney packing up for France. Places like Portugal, Spain, and the Netherlands have seen American expat populations double lately, and Germany and Ireland both received more American arrivals last year than the other way around.
与此呼应,各省份的研发人员规模同样整体上涨,只有海南、青海出现回落情况。从增幅来看,变动较大的省份集中在腰部以下区间,这是由于规模基数较小;而北京、上海、江苏、山东四个研发人员规模已达十万级的省份,增幅也超过整体水平(43.23%)。这意味着,
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核心指标2025年预期 (中国)2026年预期 (中国)全球主要经济体趋势 (2026)政策暗示与微观影响GDP实际增速5.0%左右 [1]4.5% - 4.8% [6, 10]2.7% - 3.3% (分化显著) [11, 12]增长质量优于增长速度,寻找结构性溢价 [7]CPI通胀水平止跌企稳 [5]0.6% - 0.72% (温和回升) [8, 9]3.1% (全球平均回落) [10]消费意愿修复,有利于服务业与溢价品牌 [1, 5]制造业投资稳中向好 [13]触底回升 (拉动主力) [5]AI相关基建持续高涨 [5, 14]“数智化”技改成为制造业生存门槛 [15, 16]出口增长率5.5% [13]压力与机遇并存 [1, 17]增速放缓至0.5%-2.2% [10, 17]多元化市场(东盟、拉美)替代北美单一依赖 [13, 18]财政政策基调积极有为 [3]更加给力、投资于人 [1]普遍收紧但结构性扩张 [11]民生补贴与技能培训领域的公共支出增加 [5, 7]