长安柚子的个人主页 - 老虎社区

长安柚子

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IP属地：陕西

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2021-06-23

准备清仓观望吧

小鹏汽车已获得港交所批准上市

2021-03-06

$唯品会(VIPS)$越空越涨，跟GSX好像。

2020-07-08

$跟谁学(GSX)$拉爆了，拉总你厉害。认栽！

2020-07-02

$跟谁学(GSX)$刚看了下，GSX的市值（147亿）现在是60%个惠普（248亿）。你们信吗？

2020-06-30

$跟谁学(GSX)$成本49做空你，不平仓的理由只有一条，你的交易量不足以匹配现在股价上涨的趋势。除非强平，否则宁死而已！

2020-06-15

$跟谁学(GSX)$明天会不会有大事发生？

2020-05-11

$晨鸣纸业(01812)$MD套了一年多了。3.5就上去？

2020-03-09

$唯品会(VIPS)$真妖。15.5空。今天居然这么坚挺？

2020-01-30

以退税和补贴的方式，绝不能补贴到企业的手里，而是要直接补贴给个人。否则就是无底洞。国家出了不少钱，个人得不了多少钱。长点记性吧，贪污赈灾款项的事情不绝于史。

“新冠”疫情不可怕！我们该全面操心经济了

2018-07-25

$唯品会(VIPS)$就知道你个傻逼阳痿，所以老子每次买你都是论个买。你跌呀，反正我就几股

2018-06-27

$唯品会(VIPS)$ 留给唯品会的时间不多了

2018-06-06

$唯品会(VIPS)$刚开盘有个11万的单子，哪个货？

2018-05-30

$唯品会(VIPS)$九阴真经？

2017-10-13

$唯品会(VIPS)$ 真是没底

2017-07-10

$唯品会(VIPS)$ 大家跟着我的操作反向操作，我买就跌，卖就涨

2017-04-24

空军上校

$阿里巴巴(BABA)$ 别看你涨的凶，还是空

2017-04-19

空军上校

$阿里巴巴(BABA)$ 不管怎么样，坚定空你

2017-04-14

空军上校

$阿里巴巴(BABA)$ 继续空你

2017-04-11

空军上校

$阿里巴巴(BABA)$ 空你

2017-03-31

$唯品会(VIPS)$ 这傻逼票就适合空

去老虎APP查看更多动态

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Morgan Securities (Far East) Limited和Merrill Lynch (Asia Pacific) Limited为其联席保荐人。</p>\n<p>小鹏汽车本次港股上市为“双重主要上市”，也是三年内首个香港、美国两地重大中概股双重上市。与其他港股“二次上市”的中概股无法通过沪港通、深港通接入不同，小鹏汽车本次港股IPO将以“双重主要上市”方式回归港股，可满足沪港通和深港通的接入条件，便于A股投资者借助港股通投资，活跃股票成交。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccf08a65163213fb22b4f94f7fb404e8","relate_stocks":{"XPEV":"小鹏汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115789925","content_text":"6月23日，小鹏汽车通过港交所上市聆讯，港股迎来“智能电动车第一股”。\n\n据悉，小鹏汽车已于日前正式通过港交所上市聆讯，冲刺港交所“智能电动车第一股”。J.P. 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href=\"https://laohu8.com/S/01812\">$晨鸣纸业(01812)$</a>MD套了一年多了。3.5就上去？","text":"$晨鸣纸业(01812)$MD套了一年多了。3.5就上去？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/950027483","isVote":1,"tweetType":1,"viewCount":1765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981547538,"gmtCreate":1583768483624,"gmtModify":1704350901971,"author":{"id":"342104344734918","authorId":"342104344734918","name":"长安柚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"342104344734918","authorIdStr":"342104344734918"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a>真妖。15.5空。今天居然这么坚挺？","listText":"<a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a>真妖。15.5空。今天居然这么坚挺？","text":"$唯品会(VIPS)$真妖。15.5空。今天居然这么坚挺？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/981547538","isVote":1,"tweetType":1,"viewCount":2389,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912423774,"gmtCreate":1580398772898,"gmtModify":1704341494182,"author":{"id":"342104344734918","authorId":"342104344734918","name":"长安柚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"342104344734918","authorIdStr":"342104344734918"},"themes":[],"htmlText":"以退税和补贴的方式，绝不能补贴到企业的手里，而是要直接补贴给个人。否则就是无底洞。国家出了不少钱，个人得不了多少钱。长点记性吧，贪污赈灾款项的事情不绝于史。","listText":"以退税和补贴的方式，绝不能补贴到企业的手里，而是要直接补贴给个人。否则就是无底洞。国家出了不少钱，个人得不了多少钱。长点记性吧，贪污赈灾款项的事情不绝于史。","text":"以退税和补贴的方式，绝不能补贴到企业的手里，而是要直接补贴给个人。否则就是无底洞。国家出了不少钱，个人得不了多少钱。长点记性吧，贪污赈灾款项的事情不绝于史。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912423774","repostId":"1139503311","repostType":4,"repost":{"id":"1139503311","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1580369141,"share":"https://www.laohu8.com/m/news/1139503311?lang=&edition=full","pubTime":"2020-01-30 15:25","market":"sh","language":"zh","title":"“新冠”疫情不可怕！我们该全面操心经济了","url":"https://stock-news.laohu8.com/highlight/detail?id=1139503311","media":"格隆汇","summary":"企业，尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。","content":"<p><img src=\"https://static.tigerbbs.com/791a7ad4ff412aa090638a75f9ee16aa\" /></p><p><b><span>直接说重点：</span></b></p><p><span>1，只要地方官吏放下了所谓的面子与政绩，新冠就一定会控制住。时间问题。</span><b><span>所有可预判的问题都不可怕，包括新冠</span></b><span>。</span></p><p><span>2，现在开始，我们应该自上而下，全面操心经济。经济不可能一直停下去。企业，尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。</span><b><span>家庭的资产负债表再恶化，家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长，一口气缓不过来，这个企业就可能没有回头路了</span></b><span>。救它们，更需要争分夺秒；</span></p><p><span>3，2003年非典，四个季度GDP增速分别为11.1%、9.1%、10%和10%，非典主要影响了2季度GDP增速约1.5个百分点。全年看，受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%，也即非典大致影响当年GDP增速0.3—0.5个百分点，并不算大。</span><b><span>绝大多数人正是依据SARS的经验来判断新冠对经济的影响，但这会带来重大误判与误导；</span></b></p><p><span>4，</span><span><b>2003年，中国经济还是一个睡凉席都不感冒的二十岁小伙</b></span><span>。彼时GDP总量仅11.7万亿，2019年已是99万亿。而且，彼时最易受病毒冲击的三产规模不大，其增加值占GDP比重仅为32%，三分之一不到。但同样的数据，2019年已经达到54%，超过一半——仅按这个数据，</span><span><b>新冠就可以轻松拉低全年GDP一个点。</b></span></p><p><span>更关键的是，</span><span><b>2003年中国刚加入WTO不久</b></span><span>，正在全面享受融入全球分工与市场的红利——</span><span><b>这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件，同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段，内外的修复能力与上升动能都堪称充足。</b></span></p><p><span>但现如今的经济身体素质，早已今非昔比。具体数据我不展开了，在我过去的分析里很详尽；</span></p><p><span>5，</span><span><b>还有一个巨大的黑天鹅变量，多数人都还没有纳入考量模型</b></span><span>。世卫组织(WHO)将于近日召开紧急会议，以确定是否把中国新冠纳入“国际关注的突发公共卫生事件&quot; ——用普通话粗暴翻译，就是是否把中国纳入疫区，而考量的核心因素，就是病毒持续人传人的能力。事实上，柳叶刀确定的新冠病毒R值(平均每个病毒患者（携带者）要传染的人数)为2.90——3.1，远超非典1.77和1.85的R值。</span></p><p><span>纳入公共卫生事件，意味着如果没有大规模的应对行动，疫情将无法被妥善控制  。</span><b><span>这个纳入是一把双刃剑</span></b><span>，一方面有助于全世界高度重视疫情防控，疫区国家也能得到更多支援，但另一方面，</span><span><b>世界其他国家大概率会对疫区实行旅行和贸易限制，形同实际意义上的经济制裁</b></span><span>。这对疫区经济是不可承受之重。过去十年WHO宣布过五起 纳入，最近一次是去年七月针对刚果(金)的埃博拉疫情，该疫情超过2500例感染。</span></p><p><span>6，回到我文首说的，新冠并不可怕，现在我们自上而下，应该开始全方位操心经济，行动越快越好。</span><b><span>乱世重典，现在小修小补已于事无补</span></b><span>。</span></p><p><b><span>我的建议是：</span></b></p><p><b><span>首先，动用所有官方力量与<a href=\"https://laohu8.com/S/01051\">国际资源</a>，绝对不能让WHO将新冠纳入公共卫生事件，绝对不能；</span></b></p><p><b><span>其次，捆住地方政府的手，缩减和砍削所有基建开支，将钱通过退税和补贴的方式，直接返还给企业与个人，以最大程度修复家庭和企业的资产负债表，增加民间投资与消费信心；</span></b></p><p><b><span>第三，才是大规模减税。税收返还是即期的，减税是未来，于当下，助力不大。当下是要输血救人。</span></b></p><p><b><span>第四，才是考虑增加财政赤字到3以上，让政府花钱</span></b><span>。没有前面的输血，老套路的政府花钱，极大可能吃力不讨好——企业太虚，根本无力承接。</span></p><p><b><span>7，再强调一遍：</span></b></p><p><b><span>经济是主战场！</span></b></p><p><b><span>有经济，才有未来！</span></b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“新冠”疫情不可怕！我们该全面操心经济了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“新冠”疫情不可怕！我们该全面操心经济了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2020-01-30 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/791a7ad4ff412aa090638a75f9ee16aa\" /></p><p><b><span>直接说重点：</span></b></p><p><span>1，只要地方官吏放下了所谓的面子与政绩，新冠就一定会控制住。时间问题。</span><b><span>所有可预判的问题都不可怕，包括新冠</span></b><span>。</span></p><p><span>2，现在开始，我们应该自上而下，全面操心经济。经济不可能一直停下去。企业，尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。</span><b><span>家庭的资产负债表再恶化，家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长，一口气缓不过来，这个企业就可能没有回头路了</span></b><span>。救它们，更需要争分夺秒；</span></p><p><span>3，2003年非典，四个季度GDP增速分别为11.1%、9.1%、10%和10%，非典主要影响了2季度GDP增速约1.5个百分点。全年看，受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%，也即非典大致影响当年GDP增速0.3—0.5个百分点，并不算大。</span><b><span>绝大多数人正是依据SARS的经验来判断新冠对经济的影响，但这会带来重大误判与误导；</span></b></p><p><span>4，</span><span><b>2003年，中国经济还是一个睡凉席都不感冒的二十岁小伙</b></span><span>。彼时GDP总量仅11.7万亿，2019年已是99万亿。而且，彼时最易受病毒冲击的三产规模不大，其增加值占GDP比重仅为32%，三分之一不到。但同样的数据，2019年已经达到54%，超过一半——仅按这个数据，</span><span><b>新冠就可以轻松拉低全年GDP一个点。</b></span></p><p><span>更关键的是，</span><span><b>2003年中国刚加入WTO不久</b></span><span>，正在全面享受融入全球分工与市场的红利——</span><span><b>这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件，同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段，内外的修复能力与上升动能都堪称充足。</b></span></p><p><span>但现如今的经济身体素质，早已今非昔比。具体数据我不展开了，在我过去的分析里很详尽；</span></p><p><span>5，</span><span><b>还有一个巨大的黑天鹅变量，多数人都还没有纳入考量模型</b></span><span>。世卫组织(WHO)将于近日召开紧急会议，以确定是否把中国新冠纳入“国际关注的突发公共卫生事件&quot; ——用普通话粗暴翻译，就是是否把中国纳入疫区，而考量的核心因素，就是病毒持续人传人的能力。事实上，柳叶刀确定的新冠病毒R值(平均每个病毒患者（携带者）要传染的人数)为2.90——3.1，远超非典1.77和1.85的R值。</span></p><p><span>纳入公共卫生事件，意味着如果没有大规模的应对行动，疫情将无法被妥善控制  。</span><b><span>这个纳入是一把双刃剑</span></b><span>，一方面有助于全世界高度重视疫情防控，疫区国家也能得到更多支援，但另一方面，</span><span><b>世界其他国家大概率会对疫区实行旅行和贸易限制，形同实际意义上的经济制裁</b></span><span>。这对疫区经济是不可承受之重。过去十年WHO宣布过五起 纳入，最近一次是去年七月针对刚果(金)的埃博拉疫情，该疫情超过2500例感染。</span></p><p><span>6，回到我文首说的，新冠并不可怕，现在我们自上而下，应该开始全方位操心经济，行动越快越好。</span><b><span>乱世重典，现在小修小补已于事无补</span></b><span>。</span></p><p><b><span>我的建议是：</span></b></p><p><b><span>首先，动用所有官方力量与<a href=\"https://laohu8.com/S/01051\">国际资源</a>，绝对不能让WHO将新冠纳入公共卫生事件，绝对不能；</span></b></p><p><b><span>其次，捆住地方政府的手，缩减和砍削所有基建开支，将钱通过退税和补贴的方式，直接返还给企业与个人，以最大程度修复家庭和企业的资产负债表，增加民间投资与消费信心；</span></b></p><p><b><span>第三，才是大规模减税。税收返还是即期的，减税是未来，于当下，助力不大。当下是要输血救人。</span></b></p><p><b><span>第四，才是考虑增加财政赤字到3以上，让政府花钱</span></b><span>。没有前面的输血，老套路的政府花钱，极大可能吃力不讨好——企业太虚，根本无力承接。</span></p><p><b><span>7，再强调一遍：</span></b></p><p><b><span>经济是主战场！</span></b></p><p><b><span>有经济，才有未来！</span></b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139503311","content_text":"直接说重点：1，只要地方官吏放下了所谓的面子与政绩，新冠就一定会控制住。时间问题。所有可预判的问题都不可怕，包括新冠。2，现在开始，我们应该自上而下，全面操心经济。经济不可能一直停下去。企业，尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。家庭的资产负债表再恶化，家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长，一口气缓不过来，这个企业就可能没有回头路了。救它们，更需要争分夺秒；3，2003年非典，四个季度GDP增速分别为11.1%、9.1%、10%和10%，非典主要影响了2季度GDP增速约1.5个百分点。全年看，受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%，也即非典大致影响当年GDP增速0.3—0.5个百分点，并不算大。绝大多数人正是依据SARS的经验来判断新冠对经济的影响，但这会带来重大误判与误导；4，2003年，中国经济还是一个睡凉席都不感冒的二十岁小伙。彼时GDP总量仅11.7万亿，2019年已是99万亿。而且，彼时最易受病毒冲击的三产规模不大，其增加值占GDP比重仅为32%，三分之一不到。但同样的数据，2019年已经达到54%，超过一半——仅按这个数据，新冠就可以轻松拉低全年GDP一个点。更关键的是，2003年中国刚加入WTO不久，正在全面享受融入全球分工与市场的红利——这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件，同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段，内外的修复能力与上升动能都堪称充足。但现如今的经济身体素质，早已今非昔比。具体数据我不展开了，在我过去的分析里很详尽；5，还有一个巨大的黑天鹅变量，多数人都还没有纳入考量模型。世卫组织(WHO)将于近日召开紧急会议，以确定是否把中国新冠纳入“国际关注的突发公共卫生事件\" 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大家跟着我的操作反向操作，我买就跌，卖就涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/73263","isVote":1,"tweetType":1,"viewCount":1300,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456273750388534","authorId":"3456273750388534","name":"张小严","avatar":"https://static.laohu8.com/12f5a6156b540de867adc63e0dade382","crmLevel":2,"crmLevelSwitch":0,"idStr":"3456273750388534","authorIdStr":"3456273750388534"},"content":"你是买了还是卖了？","text":"你是买了还是卖了？","html":"你是买了还是卖了？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912423774,"gmtCreate":1580398772898,"gmtModify":1704341494182,"author":{"id":"342104344734918","authorId":"342104344734918","name":"长安柚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"342104344734918","authorIdStr":"342104344734918"},"themes":[],"htmlText":"以退税和补贴的方式，绝不能补贴到企业的手里，而是要直接补贴给个人。否则就是无底洞。国家出了不少钱，个人得不了多少钱。长点记性吧，贪污赈灾款项的事情不绝于史。","listText":"以退税和补贴的方式，绝不能补贴到企业的手里，而是要直接补贴给个人。否则就是无底洞。国家出了不少钱，个人得不了多少钱。长点记性吧，贪污赈灾款项的事情不绝于史。","text":"以退税和补贴的方式，绝不能补贴到企业的手里，而是要直接补贴给个人。否则就是无底洞。国家出了不少钱，个人得不了多少钱。长点记性吧，贪污赈灾款项的事情不绝于史。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912423774","repostId":"1139503311","repostType":4,"repost":{"id":"1139503311","kind":"news","weMediaInfo":{"introduction":"格隆汇旗下公众号。分享和探讨港股、美国中概股以及少量估值确有吸引力之A股的投资线索、投资机会与投资心得.","home_visible":1,"media_name":"格隆汇","id":"3","head_image":"https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d"},"pubTimestamp":1580369141,"share":"https://www.laohu8.com/m/news/1139503311?lang=&edition=full","pubTime":"2020-01-30 15:25","market":"sh","language":"zh","title":"“新冠”疫情不可怕！我们该全面操心经济了","url":"https://stock-news.laohu8.com/highlight/detail?id=1139503311","media":"格隆汇","summary":"企业，尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。","content":"<p><img src=\"https://static.tigerbbs.com/791a7ad4ff412aa090638a75f9ee16aa\" /></p><p><b><span>直接说重点：</span></b></p><p><span>1，只要地方官吏放下了所谓的面子与政绩，新冠就一定会控制住。时间问题。</span><b><span>所有可预判的问题都不可怕，包括新冠</span></b><span>。</span></p><p><span>2，现在开始，我们应该自上而下，全面操心经济。经济不可能一直停下去。企业，尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。</span><b><span>家庭的资产负债表再恶化，家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长，一口气缓不过来，这个企业就可能没有回头路了</span></b><span>。救它们，更需要争分夺秒；</span></p><p><span>3，2003年非典，四个季度GDP增速分别为11.1%、9.1%、10%和10%，非典主要影响了2季度GDP增速约1.5个百分点。全年看，受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%，也即非典大致影响当年GDP增速0.3—0.5个百分点，并不算大。</span><b><span>绝大多数人正是依据SARS的经验来判断新冠对经济的影响，但这会带来重大误判与误导；</span></b></p><p><span>4，</span><span><b>2003年，中国经济还是一个睡凉席都不感冒的二十岁小伙</b></span><span>。彼时GDP总量仅11.7万亿，2019年已是99万亿。而且，彼时最易受病毒冲击的三产规模不大，其增加值占GDP比重仅为32%，三分之一不到。但同样的数据，2019年已经达到54%，超过一半——仅按这个数据，</span><span><b>新冠就可以轻松拉低全年GDP一个点。</b></span></p><p><span>更关键的是，</span><span><b>2003年中国刚加入WTO不久</b></span><span>，正在全面享受融入全球分工与市场的红利——</span><span><b>这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件，同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段，内外的修复能力与上升动能都堪称充足。</b></span></p><p><span>但现如今的经济身体素质，早已今非昔比。具体数据我不展开了，在我过去的分析里很详尽；</span></p><p><span>5，</span><span><b>还有一个巨大的黑天鹅变量，多数人都还没有纳入考量模型</b></span><span>。世卫组织(WHO)将于近日召开紧急会议，以确定是否把中国新冠纳入“国际关注的突发公共卫生事件&quot; ——用普通话粗暴翻译，就是是否把中国纳入疫区，而考量的核心因素，就是病毒持续人传人的能力。事实上，柳叶刀确定的新冠病毒R值(平均每个病毒患者（携带者）要传染的人数)为2.90——3.1，远超非典1.77和1.85的R值。</span></p><p><span>纳入公共卫生事件，意味着如果没有大规模的应对行动，疫情将无法被妥善控制  。</span><b><span>这个纳入是一把双刃剑</span></b><span>，一方面有助于全世界高度重视疫情防控，疫区国家也能得到更多支援，但另一方面，</span><span><b>世界其他国家大概率会对疫区实行旅行和贸易限制，形同实际意义上的经济制裁</b></span><span>。这对疫区经济是不可承受之重。过去十年WHO宣布过五起 纳入，最近一次是去年七月针对刚果(金)的埃博拉疫情，该疫情超过2500例感染。</span></p><p><span>6，回到我文首说的，新冠并不可怕，现在我们自上而下，应该开始全方位操心经济，行动越快越好。</span><b><span>乱世重典，现在小修小补已于事无补</span></b><span>。</span></p><p><b><span>我的建议是：</span></b></p><p><b><span>首先，动用所有官方力量与<a href=\"https://laohu8.com/S/01051\">国际资源</a>，绝对不能让WHO将新冠纳入公共卫生事件，绝对不能；</span></b></p><p><b><span>其次，捆住地方政府的手，缩减和砍削所有基建开支，将钱通过退税和补贴的方式，直接返还给企业与个人，以最大程度修复家庭和企业的资产负债表，增加民间投资与消费信心；</span></b></p><p><b><span>第三，才是大规模减税。税收返还是即期的，减税是未来，于当下，助力不大。当下是要输血救人。</span></b></p><p><b><span>第四，才是考虑增加财政赤字到3以上，让政府花钱</span></b><span>。没有前面的输血，老套路的政府花钱，极大可能吃力不讨好——企业太虚，根本无力承接。</span></p><p><b><span>7，再强调一遍：</span></b></p><p><b><span>经济是主战场！</span></b></p><p><b><span>有经济，才有未来！</span></b></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“新冠”疫情不可怕！我们该全面操心经济了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“新冠”疫情不可怕！我们该全面操心经济了\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/3\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/24397cd0a72f485e9734d658c5a0841d);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">格隆汇 </p>\n<p class=\"h-time\">2020-01-30 15:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/791a7ad4ff412aa090638a75f9ee16aa\" /></p><p><b><span>直接说重点：</span></b></p><p><span>1，只要地方官吏放下了所谓的面子与政绩，新冠就一定会控制住。时间问题。</span><b><span>所有可预判的问题都不可怕，包括新冠</span></b><span>。</span></p><p><span>2，现在开始，我们应该自上而下，全面操心经济。经济不可能一直停下去。企业，尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。</span><b><span>家庭的资产负债表再恶化，家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长，一口气缓不过来，这个企业就可能没有回头路了</span></b><span>。救它们，更需要争分夺秒；</span></p><p><span>3，2003年非典，四个季度GDP增速分别为11.1%、9.1%、10%和10%，非典主要影响了2季度GDP增速约1.5个百分点。全年看，受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%，也即非典大致影响当年GDP增速0.3—0.5个百分点，并不算大。</span><b><span>绝大多数人正是依据SARS的经验来判断新冠对经济的影响，但这会带来重大误判与误导；</span></b></p><p><span>4，</span><span><b>2003年，中国经济还是一个睡凉席都不感冒的二十岁小伙</b></span><span>。彼时GDP总量仅11.7万亿，2019年已是99万亿。而且，彼时最易受病毒冲击的三产规模不大，其增加值占GDP比重仅为32%，三分之一不到。但同样的数据，2019年已经达到54%，超过一半——仅按这个数据，</span><span><b>新冠就可以轻松拉低全年GDP一个点。</b></span></p><p><span>更关键的是，</span><span><b>2003年中国刚加入WTO不久</b></span><span>，正在全面享受融入全球分工与市场的红利——</span><span><b>这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件，同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段，内外的修复能力与上升动能都堪称充足。</b></span></p><p><span>但现如今的经济身体素质，早已今非昔比。具体数据我不展开了，在我过去的分析里很详尽；</span></p><p><span>5，</span><span><b>还有一个巨大的黑天鹅变量，多数人都还没有纳入考量模型</b></span><span>。世卫组织(WHO)将于近日召开紧急会议，以确定是否把中国新冠纳入“国际关注的突发公共卫生事件&quot; ——用普通话粗暴翻译，就是是否把中国纳入疫区，而考量的核心因素，就是病毒持续人传人的能力。事实上，柳叶刀确定的新冠病毒R值(平均每个病毒患者（携带者）要传染的人数)为2.90——3.1，远超非典1.77和1.85的R值。</span></p><p><span>纳入公共卫生事件，意味着如果没有大规模的应对行动，疫情将无法被妥善控制  。</span><b><span>这个纳入是一把双刃剑</span></b><span>，一方面有助于全世界高度重视疫情防控，疫区国家也能得到更多支援，但另一方面，</span><span><b>世界其他国家大概率会对疫区实行旅行和贸易限制，形同实际意义上的经济制裁</b></span><span>。这对疫区经济是不可承受之重。过去十年WHO宣布过五起 纳入，最近一次是去年七月针对刚果(金)的埃博拉疫情，该疫情超过2500例感染。</span></p><p><span>6，回到我文首说的，新冠并不可怕，现在我们自上而下，应该开始全方位操心经济，行动越快越好。</span><b><span>乱世重典，现在小修小补已于事无补</span></b><span>。</span></p><p><b><span>我的建议是：</span></b></p><p><b><span>首先，动用所有官方力量与<a href=\"https://laohu8.com/S/01051\">国际资源</a>，绝对不能让WHO将新冠纳入公共卫生事件，绝对不能；</span></b></p><p><b><span>其次，捆住地方政府的手，缩减和砍削所有基建开支，将钱通过退税和补贴的方式，直接返还给企业与个人，以最大程度修复家庭和企业的资产负债表，增加民间投资与消费信心；</span></b></p><p><b><span>第三，才是大规模减税。税收返还是即期的，减税是未来，于当下，助力不大。当下是要输血救人。</span></b></p><p><b><span>第四，才是考虑增加财政赤字到3以上，让政府花钱</span></b><span>。没有前面的输血，老套路的政府花钱，极大可能吃力不讨好——企业太虚，根本无力承接。</span></p><p><b><span>7，再强调一遍：</span></b></p><p><b><span>经济是主战场！</span></b></p><p><b><span>有经济，才有未来！</span></b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139503311","content_text":"直接说重点：1，只要地方官吏放下了所谓的面子与政绩，新冠就一定会控制住。时间问题。所有可预判的问题都不可怕，包括新冠。2，现在开始，我们应该自上而下，全面操心经济。经济不可能一直停下去。企业，尤其解决了社会绝大部分就业的中小企业的承受能力是有限的。家庭的资产负债表再恶化，家庭也不会消失。但很多中小企业现金流量表与资产负债表一旦恶化超过一定时长，一口气缓不过来，这个企业就可能没有回头路了。救它们，更需要争分夺秒；3，2003年非典，四个季度GDP增速分别为11.1%、9.1%、10%和10%，非典主要影响了2季度GDP增速约1.5个百分点。全年看，受影响最大的第三产业增加值减慢0.8个百分点。当年第三产业占GDP比重为32%，也即非典大致影响当年GDP增速0.3—0.5个百分点，并不算大。绝大多数人正是依据SARS的经验来判断新冠对经济的影响，但这会带来重大误判与误导；4，2003年，中国经济还是一个睡凉席都不感冒的二十岁小伙。彼时GDP总量仅11.7万亿，2019年已是99万亿。而且，彼时最易受病毒冲击的三产规模不大，其增加值占GDP比重仅为32%，三分之一不到。但同样的数据，2019年已经达到54%，超过一半——仅按这个数据，新冠就可以轻松拉低全年GDP一个点。更关键的是，2003年中国刚加入WTO不久，正在全面享受融入全球分工与市场的红利——这是中国经济史上唯一可以与1979年中美建交并改革开放相提并论的重大拐点性事件，同时中国自身经济也正处在重化工业化、城镇化和人口红利消费升级的自我强化上升阶段，内外的修复能力与上升动能都堪称充足。但现如今的经济身体素质，早已今非昔比。具体数据我不展开了，在我过去的分析里很详尽；5，还有一个巨大的黑天鹅变量，多数人都还没有纳入考量模型。世卫组织(WHO)将于近日召开紧急会议，以确定是否把中国新冠纳入“国际关注的突发公共卫生事件\" ——用普通话粗暴翻译，就是是否把中国纳入疫区，而考量的核心因素，就是病毒持续人传人的能力。事实上，柳叶刀确定的新冠病毒R值(平均每个病毒患者（携带者）要传染的人数)为2.90——3.1，远超非典1.77和1.85的R值。纳入公共卫生事件，意味着如果没有大规模的应对行动，疫情将无法被妥善控制  。这个纳入是一把双刃剑，一方面有助于全世界高度重视疫情防控，疫区国家也能得到更多支援，但另一方面，世界其他国家大概率会对疫区实行旅行和贸易限制，形同实际意义上的经济制裁。这对疫区经济是不可承受之重。过去十年WHO宣布过五起 纳入，最近一次是去年七月针对刚果(金)的埃博拉疫情，该疫情超过2500例感染。6，回到我文首说的，新冠并不可怕，现在我们自上而下，应该开始全方位操心经济，行动越快越好。乱世重典，现在小修小补已于事无补。我的建议是：首先，动用所有官方力量与国际资源，绝对不能让WHO将新冠纳入公共卫生事件，绝对不能；其次，捆住地方政府的手，缩减和砍削所有基建开支，将钱通过退税和补贴的方式，直接返还给企业与个人，以最大程度修复家庭和企业的资产负债表，增加民间投资与消费信心；第三，才是大规模减税。税收返还是即期的，减税是未来，于当下，助力不大。当下是要输血救人。第四，才是考虑增加财政赤字到3以上，让政府花钱。没有前面的输血，老套路的政府花钱，极大可能吃力不讨好——企业太虚，根本无力承接。7，再强调一遍：经济是主战场！有经济，才有未来！","news_type":1},"isVote":1,"tweetType":1,"viewCount":1627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":41683,"gmtCreate":1484319295664,"gmtModify":1704874709371,"author":{"id":"342104344734918","authorId":"342104344734918","name":"长安柚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"342104344734918","authorIdStr":"342104344734918"},"themes":[],"htmlText":"$唯品会(VIPS)$ 操你妹的，套了半年了。没见过这么傻逼的股票","listText":"$唯品会(VIPS)$ 操你妹的，套了半年了。没见过这么傻逼的股票","text":"$唯品会(VIPS)$ 操你妹的，套了半年了。没见过这么傻逼的股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/41683","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":41348,"gmtCreate":1484090109223,"gmtModify":1704874666822,"author":{"id":"342104344734918","authorId":"342104344734918","name":"长安柚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"342104344734918","authorIdStr":"342104344734918"},"themes":[],"htmlText":"$唯品会(VIPS)$ 看看其他中概股，再看看这货。赶紧退市吧。太恶心了！","listText":"$唯品会(VIPS)$ 看看其他中概股，再看看这货。赶紧退市吧。太恶心了！","text":"$唯品会(VIPS)$ 看看其他中概股，再看看这货。赶紧退市吧。太恶心了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/41348","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":39859,"gmtCreate":1482327334334,"gmtModify":1704874475262,"author":{"id":"342104344734918","authorId":"342104344734918","name":"长安柚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"342104344734918","authorIdStr":"342104344734918"},"themes":[],"htmlText":"$唯品会(VIPS)$ 道指都快要破两万点了，sb唯品会还是跌跌不休，不对应该是中概股都怂了。","listText":"$唯品会(VIPS)$ 道指都快要破两万点了，sb唯品会还是跌跌不休，不对应该是中概股都怂了。","text":"$唯品会(VIPS)$ 道指都快要破两万点了，sb唯品会还是跌跌不休，不对应该是中概股都怂了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/39859","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":955080565,"gmtCreate":1592235513657,"gmtModify":1704198458346,"author":{"id":"342104344734918","authorId":"342104344734918","name":"长安柚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"342104344734918","authorIdStr":"342104344734918"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>明天会不会有大事发生？","listText":"<a href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>明天会不会有大事发生？","text":"$跟谁学(GSX)$明天会不会有大事发生？","images":[{"img":"https://static.tigerbbs.com/15c5856951832bfc84d65214e5cf84e6","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/955080565","isVote":1,"tweetType":1,"viewCount":2814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":195871,"gmtCreate":1527682749032,"gmtModify":1704893816196,"author":{"id":"342104344734918","authorId":"342104344734918","name":"长安柚子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"342104344734918","authorIdStr":"342104344734918"},"themes":[],"htmlText":"$唯品会(VIPS)$九阴真经？","listText":"$唯品会(VIPS)$九阴真经？","text":"$唯品会(VIPS)$九阴真经？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/195871","isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}