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Richard凉介
2023-12-08

，

逆向思考：大摩2024预判背后的深渊。

@船长每日观察：

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。”

逆向思考：大摩2024预判背后的深渊。

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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