中美内需的命门_老虎社区_美港股上老虎 - 老虎社区

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中美内需的命门

人生舵手__小琳
04-09

美国内需的命门是美债的维持（有人买、付息压力）+ 美股的财富效应（信心支撑、定期取款）

中国内需的命们是老百姓收入+房产的财富效应（信心支撑、月供压力）

如果这是一场长期战争，正确的做法不是补贴生产、不是加大供给更不是继续依赖基建和少部分产业，正确的做法只能是让受到外需收缩冲击的产品有新的买家出现。因此消费，特别是主要集中在国内市场，受到国际关税直接影响的程度相对较低的部分可以多多关注

# 恒指冲上2W2！你会进场做多吗？

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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小岛大浪
·04-09
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国内消费也低迷，这个就是比较难解的问题
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- 人生舵手__小琳:
  放假+发钱哈哈哈
  04-10
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抱歉，当前请求异常(-1)

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