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天的尽头是什么

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天的尽头是什么

2019-09-02

$点牛金融(DNJR)$夜观天象，点牛有利好了？

天的尽头是什么

2019-11-09

$点牛金融(DNJR)$曾而新们：脑子里的坏虫洗洗干净，在外，还钱比命yun重要！

天的尽头是什么

2020-03-23

$信而富(XRF)$就要被退，坏股就像是坏人一样，坏到心了

天的尽头是什么

2019-11-29

$点牛金融(DNJR)$全民收捕曾而新们！

天的尽头是什么

2020-04-30

$点牛金融(DNJR)$点牛金融董事长曾而新被红通！

天的尽头是什么

2020-04-23

$点牛金融(DNJR)$点牛金融的红通犯曾而新

天的尽头是什么

2020-04-06

$点牛金融(DNJR)$$点牛金融(DNJR)$ 点牛金融ceo红通犯：曾而新，片甲不留

天的尽头是什么

2020-01-30

我没找到北

抱歉，原内容已删除

天的尽头是什么

2020-01-12

$点牛金融(DNJR)$抓回曾龟，还钱！

天的尽头是什么

2019-10-28

现在也蛮可怜那些为点牛打工族，好端端的一帮之前为点牛只是打工的，都被曾莎笔拉下了水，一个个家庭面临撕裂，曾⬇️地狱！28层！

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15:25","market":"hk","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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