逆向思考：大摩2024预判背后的深渊。_老虎社区_美港股上老虎 - 老虎社区

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逆向思考：大摩2024预判背后的深渊。

船长每日观察
2023-12-04

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$阿里巴巴(BABA)$ 、再通胀-债务重组$拼多多(PDD)$ 。

理性看待短期经济波动，

应更多关注中长期经济周期分。

阅读提示：“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。”

# 淘宝开放微信支付！两家股价大涨吗？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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布莱登森林
·2023-12-04
别人的意见不好说，但是大摩的观点还是要参考的
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高富不帅W
·2023-12-04
只要恒大的股票不走好，房地产就不会有机会
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会唱歌的小包子
·2023-12-04
大漂亮那边走好之后咱们这边才会好
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砖头和花朵
·2023-12-04
新一轮的大放水已经开始了
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Richard凉介
·2023-12-08
，
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src=\"https://static.tigerbbs.com/ae21c59ecaa90c764ea6d2c84ede1ccc\" tg-width=\"1080\" tg-height=\"916\"><span></span></p>\n<p class=\"t-img-caption\" style=\"display: flex;flex-direction: column;align-items: center;\"><img src=\"https://static.tigerbbs.com/0b0365819a9b45de9da722d0e75ad141\" tg-width=\"1080\" tg-height=\"2306\"><span></span></p>\n<p class=\"t-img-caption\" style=\"display: flex;flex-direction: column;align-items: center;\"><img src=\"https://static.tigerbbs.com/4cc25015ecf7a63a42f85982b7aefc8d\" tg-width=\"1080\" tg-height=\"1116\"><span></span></p>\n<p class=\"t-img-caption\" style=\"display: flex;flex-direction: column;align-items: center;\"><img src=\"https://static.tigerbbs.com/64750751203327ea8bc9acf21a287fb8\" tg-width=\"1080\" 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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