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Even writing ahead of the weekend’s update, Nguyen wrote: “This is no recipe for rate cuts in the short term, barring an unexpected shock. In our opinion, July would likely be the earliest date to revisit rate-cut conditions. From now to July, we see more tailwinds for spending than headwinds and, as a result, more reasons for inflation to pick up than to fall.”
智能涌现:具身智能行业从去年下半年开始,就非常注重“商业化落地”,但你指出今年更考验的是“复购”?
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