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新冠疫情对全球经济政治形势造成深刻影响。宏观负债率在08年金融危机后第二次在国际间转移，未来将呈现美国加杠杆、中国稳杠杆的新格局。外需与碳中和对国内经济已经产生明显影响。我们相信监管机构会在新规出台时给出更加明确的指引，消除市场疑虑，香港金融市场将为内地企业上市融资发挥更加积极的

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