这个我不是很熟悉,不过你可以先看看Acemoglu and Guerrieri (2008) 的JPE paper,还有Arnold, Nicoletti and Scarpetta (2008) 的working paper.
Acemoglu, D. and Guerrieri, V.: Capital deepening and non-balanced economic growth.
Journal of Political Economy, vol. 116, no.3, 467-498 (2008)
Arnold, J., Nicoletti,G. and Scarpetta, S.: Regulation, allocative efficiency and productivity
in OECD countries: industry and .rm-level evidence. OECD Working Paper (2008)