First, governments need to focus on sectors in which action is likely to trigger renewed investment on a scale large enough to boost GDP – and quickly enough to enable private investment to drive the recovery. Governments often become enamored of innovative sectors, such as semiconductors, that account for only a very small share of total investment.
首先，政府需要专注于行动可能触发投资增加规模之大足以提振GDP、速度之快足以让私人投资推动复苏的部门。政府通常倾心与创新性部门，如半导体行业，这些部门往往只占总投资的一小部分。决策者可以将这些部门的发展视为创新催化剂，但不应该指望光靠这点努力就能刺激私人投资复苏。