奔驰宝马服务中心的个人主页 - 老虎社区

奔驰宝马服务中心

奔驰宝马服务中心

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IP属地：浙江

57关注

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4主题

0勋章

奔驰宝马服务中心

09-29

回光返照

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奔驰宝马服务中心

05-08

跌跌不休

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奔驰宝马服务中心

02-14

初五接财神，太他妈讽刺了！

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奔驰宝马服务中心

02-14

初五接财神，太他妈讽刺了！

抱歉，原内容已删除

奔驰宝马服务中心

01-02

林园马上就破产了，还出来BB？谁信啊？！

抱歉，原内容已删除

奔驰宝马服务中心

2023-12-07

一丘之貉

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奔驰宝马服务中心

2023-11-17

看看谁赢？

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奔驰宝马服务中心

2023-11-03

乐视

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奔驰宝马服务中心

2023-10-20

贾跃亭说:我为什么这么**，谁能告诉我？

抱歉，原内容已删除

奔驰宝马服务中心

2023-09-21

仿佛看到贾跃亭的乐视[开心] [开心]

抱歉，原内容已删除

奔驰宝马服务中心

2023-08-27

学A股，延长交易时间，哈哈哈哈哈哈

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奔驰宝马服务中心

2022-10-19

乌鸦说猪黑，实在是丢人

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奔驰宝马服务中心

2022-10-19

相比中国股民，韩国股民太幸福了！

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奔驰宝马服务中心

2022-08-26

越描越黑

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奔驰宝马服务中心

2022-06-02

新加坡的经验~学得会，做不来！

@财经十一人:在十字路口的房地产

奔驰宝马服务中心

2021-11-27

回复 @FM996:这还不是最夸张的，我还有一个朋友能影响国内的房地产市场，他一买就跌，一卖就涨，次次都在拐点上。//@FM996:我朋友几万块就能控制A股市场，他一买就跌，他一卖就涨

@左股票右期权:这是本系列的第三节，说说基本面和技术面的结合，属于概述性质的，将来有时间可以一一给大家展开来讲解，希望对大家有帮助。$阿里巴巴(BABA)$ $腾讯控股(00700)$ $京东健康(06618)$

奔驰宝马服务中心

2021-11-27

我还有一个朋友，只用一两百万就能影响中国的房地产价格，他一买房就跌价，一卖就涨。每次都是拐点，太牛了！半年多前他买了房，现在想卖呢！

@左股票右期权:这是本系列的第三节，说说基本面和技术面的结合，属于概述性质的，将来有时间可以一一给大家展开来讲解，希望对大家有帮助。$阿里巴巴(BABA)$ $腾讯控股(00700)$ $京东健康(06618)$

奔驰宝马服务中心

2021-11-27

我朋友几万块就能控制A股市场，他一买就跌，他一卖就涨

@左股票右期权:这是本系列的第三节，说说基本面和技术面的结合，属于概述性质的，将来有时间可以一一给大家展开来讲解，希望对大家有帮助。$阿里巴巴(BABA)$ $腾讯控股(00700)$ $京东健康(06618)$

奔驰宝马服务中心

2021-08-06

买老虎、买比特币、买腾讯、买滴滴……

@Buy_Sell:🚀【8月6日】看市场聊交易，今天买/卖什么？

奔驰宝马服务中心

2021-07-25

想想吉利，别人都不能海外收购，他买沃尔沃买奔驰，凭什么？只许州官放火，不许百姓点灯！

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这个判断也非常重要，决定了房地产是慢慢调理，还是要马上送进ICU，如果错过上呼吸机的最佳时刻，中国经济在很短的时间内（可能）会急剧恶化。现在房地产已经波及金融系统，去年以来，国家经济增速下滑，绝大部分是由房地产下滑引起的。尽管中央一再强调防止系统性风险，最新的经济数据显示，系统性风险的可能性还是加大了，触发点就是房地产。 第二季度突如其来的新冠疫情和急剧变化的国际局势，对中国经济带来的冲击毋庸质疑的。但这些都不是中国经济的“基础疾病”，而是皮外伤——看上去满脸是血，皮破骨折，但实际上这些影响都是表层性和一次性的。 只要金融系统不出问题，中国经济立刻就会满血复活。屡次走出危机的中国经济发展表明，能否抵抗不确定的外部冲击，关键还是取决于自身的抵抗力。 而以房地产为核心的资本市场，决定了中国能具有多大的抵抗力。这就是第三个关键判断。 现在有一种危险，就是用疫情或国际关系恶化等外部冲击来解释最近的经济下滑。过分夸大疫情影响，过于专注俄乌冲突等突发事件，会导致对中国经济形势的致命误诊。这些因素对中国经济的影响固然不可忽视，但只有通过金融系统传导，才会引发经济全局性的混乱。 这种混乱反过来会放大外部冲击的后果，甚至诱发本可避免的外部冲击。而现在金融系统混乱的根源，就是中国主要的资本来源地——房地产。房地产危机一天不解除，货币政策就是无源之水，财政政策就是无本之木。2008年","text":"“能否抵抗不确定的外部冲击，关键还是取决于自身的抵抗力。而以房地产为核心的资本市场，决定了中国能具有多大的抵抗力” 文 | 赵燕菁 对当前形势的判断 四月份房地产数据出来了，看上去房价受到抑制，但完全没有达到“平稳健康可持续”。最新经济数据表明，房地产崩盘是否会对经济产生全面冲击已经不是一个需要讨论的问题了。事实是，房价下跌既没有拉动实体经济，也没有解决住房问题。 目前中国房地产处在什么形势？ 我的判断是“危机”。 这个判断也非常重要，决定了房地产是慢慢调理，还是要马上送进ICU，如果错过上呼吸机的最佳时刻，中国经济在很短的时间内（可能）会急剧恶化。现在房地产已经波及金融系统，去年以来，国家经济增速下滑，绝大部分是由房地产下滑引起的。尽管中央一再强调防止系统性风险，最新的经济数据显示，系统性风险的可能性还是加大了，触发点就是房地产。 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这种混乱反过来会放大外部冲击的后果，甚至诱发本可避免的外部冲击。而现在金融系统混乱的根源，就是中国主要的资本来源地——房地产。房地产危机一天不解除，货币政策就是无源之水，财政政策就是无本之木。2008年","images":[{"img":"https://static.tigerbbs.com/f730eca119ba487183cea7c6b721ab42","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/90d81ab1a426448fba22e3b1d59a729f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b83dc39c4a6441e6a8474160cf2de2b1","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614483547","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600024673,"gmtCreate":1638015514192,"gmtModify":1638015514192,"author":{"id":"3549410429387771","authorId":"3549410429387771","name":"奔驰宝马服务中心","avatar":"https://static.tigerbbs.com/6c2f8e1e32dd4895d7fc9e96991242b6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549410429387771","idStr":"3549410429387771"},"themes":[],"htmlText":"回复 <a href=\"https://laohu8.com/U/3549410429387771\">@FM996</a>:这还不是最夸张的，我还有一个朋友能影响国内的房地产市场，他一买就跌，一卖就涨，次次都在拐点上。//<a href=\"https://laohu8.com/U/3549410429387771\">@FM996</a>:我朋友几万块就能控制A股市场，他一买就跌，他一卖就涨","listText":"回复 <a href=\"https://laohu8.com/U/3549410429387771\">@FM996</a>:这还不是最夸张的，我还有一个朋友能影响国内的房地产市场，他一买就跌，一卖就涨，次次都在拐点上。//<a href=\"https://laohu8.com/U/3549410429387771\">@FM996</a>:我朋友几万块就能控制A股市场，他一买就跌，他一卖就涨","text":"回复 @FM996:这还不是最夸张的，我还有一个朋友能影响国内的房地产市场，他一买就跌，一卖就涨，次次都在拐点上。//@FM996:我朋友几万块就能控制A股市场，他一买就跌，他一卖就涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/600024673","repostId":"874581255","repostType":1,"repost":{"id":874581255,"gmtCreate":1637801559736,"gmtModify":1637821710793,"author":{"id":"3580101537589413","authorId":"3580101537589413","name":"左股票右期权","avatar":"https://static.tigerbbs.com/9611e8b7fb58df6a2c9bf9689071c9b3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580101537589413","idStr":"3580101537589413"},"themes":[],"title":"基本面和技术面结合-每天赚1%有可能吗?说说技术分析和基本面分析哪个靠谱","htmlText":"\n \n \n  这是本系列的第三节，说说基本面和技术面的结合，属于概述性质的，将来有时间可以一一给大家展开来讲解，希望对大家有帮助。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a>&nbsp;\n \n","listText":"这是本系列的第三节，说说基本面和技术面的结合，属于概述性质的，将来有时间可以一一给大家展开来讲解，希望对大家有帮助。<a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/06618\">$京东健康(06618)$</a>&nbsp;","text":"这是本系列的第三节，说说基本面和技术面的结合，属于概述性质的，将来有时间可以一一给大家展开来讲解，希望对大家有帮助。$阿里巴巴(BABA)$ $腾讯控股(00700)$ 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港股市场 8月6日讯，港股三大指数高开，恒指涨0.22%报26262点，国指涨0.1%报9305点，恒生科技指数涨0.6%报6755点。 盘面上，半导体股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 业绩超预期，大幅高开8.6%，二季净利润同比增近400%，<a target=\"_blank\" href=\"https://laohu8.com/S/01347\">$华虹半导体(01347)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/02878\">$晶门半导体(02878)$</a> 均涨近4%；汽车股、医药股、纸业股、手机概念股、濠赌股、光伏玻璃股普遍上扬，<a target=\"_blank\" href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$</a> 高开近4%；大型科技股涨跌参半，<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 大涨超4%，<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 高开1.32%，<a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 延续昨日大跌，低开超6%；官媒点名配方奶营销，乳业股大跌，","listText":"聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 8月6日讯，港股三大指数高开，恒指涨0.22%报26262点，国指涨0.1%报9305点，恒生科技指数涨0.6%报6755点。 盘面上，半导体股强势，<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 业绩超预期，大幅高开8.6%，二季净利润同比增近400%，<a target=\"_blank\" 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延续昨日大跌，低开超6%；官媒点名配方奶营销，乳业股大跌，","images":[{"img":"https://static.tigerbbs.com/8c224c9889536a14f83eca563ae0bb07","width":"666","height":"284"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893003324","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232413280792600,"gmtCreate":1697777815961,"gmtModify":1697777818009,"author":{"id":"3549410429387771","authorId":"3549410429387771","name":"奔驰宝马服务中心","avatar":"https://static.tigerbbs.com/6c2f8e1e32dd4895d7fc9e96991242b6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549410429387771","idStr":"3549410429387771"},"themes":[],"htmlText":"贾跃亭说:我为什么这么**，谁能告诉我？","listText":"贾跃亭说:我为什么这么**，谁能告诉我？","text":"贾跃亭说:我为什么这么**，谁能告诉我？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232413280792600","repostId":"1128978285","repostType":2,"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":921765935,"gmtCreate":1586390956227,"gmtModify":1704361137033,"author":{"id":"3549410429387771","authorId":"3549410429387771","name":"奔驰宝马服务中心","avatar":"https://static.tigerbbs.com/6c2f8e1e32dd4895d7fc9e96991242b6","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3549410429387771","idStr":"3549410429387771"},"themes":[],"htmlText":"这在A股算个P啊，多少亿的扇贝说来就来、多少亿的现金说没就没.刚说盈利几千万，接着说亏损几十亿","listText":"这在A股算个P啊，多少亿的扇贝说来就来、多少亿的现金说没就没.刚说盈利几千万，接着说亏损几十亿","text":"这在A股算个P啊，多少亿的扇贝说来就来、多少亿的现金说没就没.刚说盈利几千万，接着说亏损几十亿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/921765935","repostId":"921530377","repostType":1,"repost":{"id":921530377,"gmtCreate":1586313972576,"gmtModify":1704360830716,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502767768442965","idStr":"3502767768442965"},"themes":[],"title":"【今日话题】中概股组团造假？这是肿么了？？","htmlText":"昨日大事件： --国内新闻： 经中央批准，从今日武汉市解除离汉通道管控措施。 海关总署：从意大利、美国、西班牙等26国回国的中国旅客需要提前填报防疫健康信息。 国家卫健委：全国和军队援鄂医疗队员达到4.26万名，其中护士2.86万名，占了近70%。从年龄来看，80后、90后占护士总数的90%。 民政部：清明节各地网络祭扫平台累计服务祭扫群众2631万余人次。 截至2020年3月末，我国外汇储备规模为30606亿美元，较年初下降1.5%。 --国际新闻： 英国：首相约翰逊因病情恶化，被转入重症监护室治疗，目前约翰逊意识清晰。 日本：首相安倍晋三为应对疫情发布紧急事态宣言，宣布东京、大阪等7个都道府县进入紧急状态。 非洲疾控中心：非洲确诊病例累计超过1万例，达10075例，累计死亡487例。 以色列央行宣布，将基准利率从0.25％降至0.1％，以应对新冠疫情对经济的冲击。这是以色列5年来首次降低基准利率。 --金融&amp;企业： 理想汽车CEO李想：疫情影响远超SARS、08年金融危机 活下去最重要 中兴通讯股东减持1.06％股权 分析称对业务无实质影响 特斯拉远程版国产Model 3即将亮相 续航超过650公里 蔚来汽车3月完成1533台交付 环比上涨116.8% 阿里巴巴张勇发布内部信：再次启动“春雷计划”帮扶中小企业 三星电子第一季度营收447亿美元 同比增长5% 接下来是： 今日话题：中概股组团造假？这是肿么了？？ <a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 的造假余波还未离去，眼下多个中概股又在美国爆出数据造假，而且还都是知名企业。 昨夜，媒体爆出1： <a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>","listText":"昨日大事件： --国内新闻： 经中央批准，从今日武汉市解除离汉通道管控措施。 海关总署：从意大利、美国、西班牙等26国回国的中国旅客需要提前填报防疫健康信息。 国家卫健委：全国和军队援鄂医疗队员达到4.26万名，其中护士2.86万名，占了近70%。从年龄来看，80后、90后占护士总数的90%。 民政部：清明节各地网络祭扫平台累计服务祭扫群众2631万余人次。 截至2020年3月末，我国外汇储备规模为30606亿美元，较年初下降1.5%。 --国际新闻： 英国：首相约翰逊因病情恶化，被转入重症监护室治疗，目前约翰逊意识清晰。 日本：首相安倍晋三为应对疫情发布紧急事态宣言，宣布东京、大阪等7个都道府县进入紧急状态。 非洲疾控中心：非洲确诊病例累计超过1万例，达10075例，累计死亡487例。 以色列央行宣布，将基准利率从0.25％降至0.1％，以应对新冠疫情对经济的冲击。这是以色列5年来首次降低基准利率。 --金融&amp;企业： 理想汽车CEO李想：疫情影响远超SARS、08年金融危机 活下去最重要 中兴通讯股东减持1.06％股权 分析称对业务无实质影响 特斯拉远程版国产Model 3即将亮相 续航超过650公里 蔚来汽车3月完成1533台交付 环比上涨116.8% 阿里巴巴张勇发布内部信：再次启动“春雷计划”帮扶中小企业 三星电子第一季度营收447亿美元 同比增长5% 接下来是： 今日话题：中概股组团造假？这是肿么了？？ <a target=\"_blank\" href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a> 的造假余波还未离去，眼下多个中概股又在美国爆出数据造假，而且还都是知名企业。 昨夜，媒体爆出1： <a target=\"_blank\" href=\"https://laohu8.com/S/GSX\">$跟谁学(GSX)$</a>","text":"昨日大事件： --国内新闻： 经中央批准，从今日武汉市解除离汉通道管控措施。 海关总署：从意大利、美国、西班牙等26国回国的中国旅客需要提前填报防疫健康信息。 国家卫健委：全国和军队援鄂医疗队员达到4.26万名，其中护士2.86万名，占了近70%。从年龄来看，80后、90后占护士总数的90%。 民政部：清明节各地网络祭扫平台累计服务祭扫群众2631万余人次。 截至2020年3月末，我国外汇储备规模为30606亿美元，较年初下降1.5%。 --国际新闻： 英国：首相约翰逊因病情恶化，被转入重症监护室治疗，目前约翰逊意识清晰。 日本：首相安倍晋三为应对疫情发布紧急事态宣言，宣布东京、大阪等7个都道府县进入紧急状态。 非洲疾控中心：非洲确诊病例累计超过1万例，达10075例，累计死亡487例。 以色列央行宣布，将基准利率从0.25％降至0.1％，以应对新冠疫情对经济的冲击。这是以色列5年来首次降低基准利率。 --金融&企业： 理想汽车CEO李想：疫情影响远超SARS、08年金融危机 活下去最重要 中兴通讯股东减持1.06％股权 分析称对业务无实质影响 特斯拉远程版国产Model 3即将亮相 续航超过650公里 蔚来汽车3月完成1533台交付 环比上涨116.8% 阿里巴巴张勇发布内部信：再次启动“春雷计划”帮扶中小企业 三星电子第一季度营收447亿美元 同比增长5% 接下来是： 今日话题：中概股组团造假？这是肿么了？？ $瑞幸咖啡(LK)$ 的造假余波还未离去，眼下多个中概股又在美国爆出数据造假，而且还都是知名企业。 昨夜，媒体爆出1： 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\n \n   01 中美在阿拉斯加的第一场2+2会谈结束了，会后中方代表称： 我们希望这次对话是 真诚的、坦率的。 言外之意——分歧很大，难以沟通： 果然会后，我方称：美方第一次会谈，既无诚意，又对我们指指点点。 目前双方已经行完第二次会谈，明天会进行最后一次会谈。 中美具体会谈结果如何？以及有哪些影响？ 我们来捋一捋双方的诉求，思路大概就清晰了。 02 大国博弈没有阴谋，都是摆在明面上的阳谋，看实力说话。 先说我们的诉求，简单而明确： 再具体点的意思就是： 通过谈判，最大限度的要求美国解除对华制裁——尤其是科技限制，为自己的产业升级争取时间。 我们虽然是世界第一大工业国，但以中低端制造业为主。 如今，中低端制造业向东南亚、印度等劳动力地区转移的趋势，很难阻挡。我们只有完成产业升级，才能保持经济持续高速增长。否则，经济衰退不可避免，伟大复兴的梦想将难以实现。 所以，无论美国制裁与否，我们产业升级的路，都会坚定不移的走下去，因为我们没有退路！ ........... 再说美国的诉求。 美国诉求比较多，要巩固老大的位子、解决国内矛盾、团结盟友等等，但最紧要的是，解决通胀，经济复苏。 解决这个问题有两个法宝，美国在双管齐下： 1、大兴土木 2008年的时候，我们就是靠着大搞基建，帮美国度过了经济危机。这次我们不愿意帮了，拜登计划自己来，推出了4万亿美元大基建计划。 2、无限QE——将通胀转移给世界 很多人都知道，美国收割全世界，但具体咋收割的，一直朦朦胧胧，我通俗易懂的讲一讲。 美国收割世界主要靠两个东西：美元+武力 举个例子： 经济不行了，国会大笔一挥，撒币！ 于是，美元到了山姆大叔手上，他去超市买衣服，超市里的衣服是中国生产的，那么这笔钱又流入到了中国工厂手里。 但是，中国工厂要美元有啥用？国内又不能花，只好拿着这笔钱去银行，把美元换成了人民币。 银行看到了从外面\n \n","listText":" 01 中美在阿拉斯加的第一场2+2会谈结束了，会后中方代表称： 我们希望这次对话是 真诚的、坦率的。 言外之意——分歧很大，难以沟通： 果然会后，我方称：美方第一次会谈，既无诚意，又对我们指指点点。 目前双方已经行完第二次会谈，明天会进行最后一次会谈。 中美具体会谈结果如何？以及有哪些影响？ 我们来捋一捋双方的诉求，思路大概就清晰了。 02 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如今，中低端制造业向东南亚、印度等劳动力地区转移的趋势，很难阻挡。我们只有完成产业升级，才能保持经济持续高速增长。否则，经济衰退不可避免，伟大复兴的梦想将难以实现。 所以，无论美国制裁与否，我们产业升级的路，都会坚定不移的走下去，因为我们没有退路！ ........... 再说美国的诉求。 美国诉求比较多，要巩固老大的位子、解决国内矛盾、团结盟友等等，但最紧要的是，解决通胀，经济复苏。 解决这个问题有两个法宝，美国在双管齐下： 1、大兴土木 2008年的时候，我们就是靠着大搞基建，帮美国度过了经济危机。这次我们不愿意帮了，拜登计划自己来，推出了4万亿美元大基建计划。 2、无限QE——将通胀转移给世界 很多人都知道，美国收割全世界，但具体咋收割的，一直朦朦胧胧，我通俗易懂的讲一讲。 美国收割世界主要靠两个东西：美元+武力 举个例子： 经济不行了，国会大笔一挥，撒币！ 于是，美元到了山姆大叔手上，他去超市买衣服，超市里的衣服是中国生产的，那么这笔钱又流入到了中国工厂手里。 但是，中国工厂要美元有啥用？国内又不能花，只好拿着这笔钱去银行，把美元换成了人民币。 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文 | 赵燕菁 对当前形势的判断 四月份房地产数据出来了，看上去房价受到抑制，但完全没有达到“平稳健康可持续”。最新经济数据表明，房地产崩盘是否会对经济产生全面冲击已经不是一个需要讨论的问题了。事实是，房价下跌既没有拉动实体经济，也没有解决住房问题。 目前中国房地产处在什么形势？ 我的判断是“危机”。 这个判断也非常重要，决定了房地产是慢慢调理，还是要马上送进ICU，如果错过上呼吸机的最佳时刻，中国经济在很短的时间内（可能）会急剧恶化。现在房地产已经波及金融系统，去年以来，国家经济增速下滑，绝大部分是由房地产下滑引起的。尽管中央一再强调防止系统性风险，最新的经济数据显示，系统性风险的可能性还是加大了，触发点就是房地产。 第二季度突如其来的新冠疫情和急剧变化的国际局势，对中国经济带来的冲击毋庸质疑的。但这些都不是中国经济的“基础疾病”，而是皮外伤——看上去满脸是血，皮破骨折，但实际上这些影响都是表层性和一次性的。 只要金融系统不出问题，中国经济立刻就会满血复活。屡次走出危机的中国经济发展表明，能否抵抗不确定的外部冲击，关键还是取决于自身的抵抗力。 而以房地产为核心的资本市场，决定了中国能具有多大的抵抗力。这就是第三个关键判断。 现在有一种危险，就是用疫情或国际关系恶化等外部冲击来解释最近的经济下滑。过分夸大疫情影响，过于专注俄乌冲突等突发事件，会导致对中国经济形势的致命误诊。这些因素对中国经济的影响固然不可忽视，但只有通过金融系统传导，才会引发经济全局性的混乱。 这种混乱反过来会放大外部冲击的后果，甚至诱发本可避免的外部冲击。而现在金融系统混乱的根源，就是中国主要的资本来源地——房地产。房地产危机一天不解除，货币政策就是无源之水，财政政策就是无本之木。2008年","listText":"“能否抵抗不确定的外部冲击，关键还是取决于自身的抵抗力。而以房地产为核心的资本市场，决定了中国能具有多大的抵抗力” 文 | 赵燕菁 对当前形势的判断 四月份房地产数据出来了，看上去房价受到抑制，但完全没有达到“平稳健康可持续”。最新经济数据表明，房地产崩盘是否会对经济产生全面冲击已经不是一个需要讨论的问题了。事实是，房价下跌既没有拉动实体经济，也没有解决住房问题。 目前中国房地产处在什么形势？ 我的判断是“危机”。 这个判断也非常重要，决定了房地产是慢慢调理，还是要马上送进ICU，如果错过上呼吸机的最佳时刻，中国经济在很短的时间内（可能）会急剧恶化。现在房地产已经波及金融系统，去年以来，国家经济增速下滑，绝大部分是由房地产下滑引起的。尽管中央一再强调防止系统性风险，最新的经济数据显示，系统性风险的可能性还是加大了，触发点就是房地产。 第二季度突如其来的新冠疫情和急剧变化的国际局势，对中国经济带来的冲击毋庸质疑的。但这些都不是中国经济的“基础疾病”，而是皮外伤——看上去满脸是血，皮破骨折，但实际上这些影响都是表层性和一次性的。 只要金融系统不出问题，中国经济立刻就会满血复活。屡次走出危机的中国经济发展表明，能否抵抗不确定的外部冲击，关键还是取决于自身的抵抗力。 而以房地产为核心的资本市场，决定了中国能具有多大的抵抗力。这就是第三个关键判断。 现在有一种危险，就是用疫情或国际关系恶化等外部冲击来解释最近的经济下滑。过分夸大疫情影响，过于专注俄乌冲突等突发事件，会导致对中国经济形势的致命误诊。这些因素对中国经济的影响固然不可忽视，但只有通过金融系统传导，才会引发经济全局性的混乱。 这种混乱反过来会放大外部冲击的后果，甚至诱发本可避免的外部冲击。而现在金融系统混乱的根源，就是中国主要的资本来源地——房地产。房地产危机一天不解除，货币政策就是无源之水，财政政策就是无本之木。2008年","text":"“能否抵抗不确定的外部冲击，关键还是取决于自身的抵抗力。而以房地产为核心的资本市场，决定了中国能具有多大的抵抗力” 文 | 赵燕菁 对当前形势的判断 四月份房地产数据出来了，看上去房价受到抑制，但完全没有达到“平稳健康可持续”。最新经济数据表明，房地产崩盘是否会对经济产生全面冲击已经不是一个需要讨论的问题了。事实是，房价下跌既没有拉动实体经济，也没有解决住房问题。 目前中国房地产处在什么形势？ 我的判断是“危机”。 这个判断也非常重要，决定了房地产是慢慢调理，还是要马上送进ICU，如果错过上呼吸机的最佳时刻，中国经济在很短的时间内（可能）会急剧恶化。现在房地产已经波及金融系统，去年以来，国家经济增速下滑，绝大部分是由房地产下滑引起的。尽管中央一再强调防止系统性风险，最新的经济数据显示，系统性风险的可能性还是加大了，触发点就是房地产。 第二季度突如其来的新冠疫情和急剧变化的国际局势，对中国经济带来的冲击毋庸质疑的。但这些都不是中国经济的“基础疾病”，而是皮外伤——看上去满脸是血，皮破骨折，但实际上这些影响都是表层性和一次性的。 只要金融系统不出问题，中国经济立刻就会满血复活。屡次走出危机的中国经济发展表明，能否抵抗不确定的外部冲击，关键还是取决于自身的抵抗力。 而以房地产为核心的资本市场，决定了中国能具有多大的抵抗力。这就是第三个关键判断。 现在有一种危险，就是用疫情或国际关系恶化等外部冲击来解释最近的经济下滑。过分夸大疫情影响，过于专注俄乌冲突等突发事件，会导致对中国经济形势的致命误诊。这些因素对中国经济的影响固然不可忽视，但只有通过金融系统传导，才会引发经济全局性的混乱。 这种混乱反过来会放大外部冲击的后果，甚至诱发本可避免的外部冲击。而现在金融系统混乱的根源，就是中国主要的资本来源地——房地产。房地产危机一天不解除，货币政策就是无源之水，财政政策就是无本之木。2008年","images":[{"img":"https://static.tigerbbs.com/f730eca119ba487183cea7c6b721ab42","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/90d81ab1a426448fba22e3b1d59a729f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/b83dc39c4a6441e6a8474160cf2de2b1","width":"-1","height":"-1"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/614483547","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}