3月的地产销售数据依_老虎社区_美港股上老虎 - 老虎社区

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价值投资为王
04-01

3月的地产销售数据依然不乐观，其中，碧桂园单月下滑了82.7%，这种幅度，几乎现金流要断了，债是肯定还不上了，如果不强力抢救，基本上是锁定破产了。
地产崩，金融危，消费停滞，今年唯一能好起来的也就制造业，比如3月制造业PMI超预期了，但靠的不是内需，而是外需复苏。
世界经济的走势跟半导体景气度关联极大，从目前半导体大牛市来看，世界经济也将迎来一段复苏期。$碧桂园(02007)$ $恒生指数(HSI)$ $腾讯控股(00700)$

# PE8.5的恒指，本月能否触底反弹？

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门_7322
·04-02
地产崩是必然的，无非最后剩下几家央企罢了，过些年地产新秀还记不记得崩了的前辈们
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价值投资为王
·04-01
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