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@船长每日观察：逆向思考：大摩2024预判背后的深渊。

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tg-height=\"1042\"><span></span></p>\n<p>在他们眼中；</p>\n<p><b><i>中国要基本不做什么？</i></b></p>\n<p><b><i>才会让这些资本对中国经济增长很悲观。</i></b></p>\n<p><b><i>中国会很意外做什么？</i></b></p>\n<p><b><i>才会让他们对中国经济增长十分的乐观。</i></b></p>\n<p><b><i>中国大概率会折中怎么做？</i></b></p>\n<p><b><i>才符合他们对现实客观规律的逻辑推理。</i></b></p>\n<p><br></p>\n<p>秘密在图二的第二行选择里，</p>\n<p>关键词：<b><i>再次资源错配<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$ &nbsp;</a>、财政改G—社会保障体系支出<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>、再通胀-债务重组<span class=\"stock-view-wrapper\"><a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a>\n    <v-v data-views=\"1\"></v-v>。</span></i></b></p>\n<p><br></p>\n<p>理性看待短期经济波动，</p>\n<p>应更多关注中长期经济周期分。</p>\n<p>阅读提示：<i>“托底的同时，接受一定的周期波动不但不会引发系统性风险，还会给必要的资源分配调整、资产价格修正和企业优胜劣汰留下空间。”</i></p></body></html>","text":"反过来想， 总是反过来想。 以人（大摩/盎格鲁白男资本）为镜， 可以明（中国）得失。 在他们眼中； 中国要基本不做什么？ 才会让这些资本对中国经济增长很悲观。 中国会很意外做什么？ 才会让他们对中国经济增长十分的乐观。 中国大概率会折中怎么做？ 才符合他们对现实客观规律的逻辑推理。 秘密在图二的第二行选择里， 关键词：再次资源错配$中国恒大(03333)$ 、财政改G—社会保障体系支出$阿里巴巴(BABA)$ 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