Re: [爆卦] 中國製造業正在衰退的八卦消失
來! 我直接講重點!
首先,中國的中小銀行已出現問題,未來會造成骨牌式的倒閉或擠兌
https://i.imgur.com/UEBNBF0.jpg

M2增速下降,意味著銀行缺存款,大家都把錢拿去買商品
MPA「宏觀審慎評估體系」體系下,銀行又被迫把表外理財商品轉至表內,形成貸款
這雙重壓力的造成貸款額度不夠
存款量少貸款量增,只能變相提高貸款利率
甚至出現停貸和上調房貸幅度
https://i.imgur.com/g5GbC1h.jpg


再看看超額存款準備金1.5%
其實還可以舉證更多
港幣、人民幣以及對岸未來貨幣政策
但是有些太專業了,且容易被鄉民拿去買賣金融商品獲利,不多說
大致上就這樣,這局棋已經死
剩下的棋步,能走的棋步,全世界的菁英華爾街大頭們都早已看到了
接下來就是等時間,等大鱷表演
製造業啥的,格局都太小
直接看貨幣吧
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※ 文章網址: https://www.ptt.cc/bbs/Gossiping/M.1506007571.A.CED.html
※ 編輯: lio226 (36.234.165.93), 09/21/2017 23:28:13
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呵~官方統計房市帶動60多個行業,佔總GDP35%
矛盾點在哪知道了嗎?
※ 編輯: lio226 (36.234.165.93), 09/21/2017 23:36:36
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主要問題不是打不打房,在於貨幣
好~我們換思考方式,調控(不漲不跌)=>匯率緩貶,通膨購買力貶值,調整產業讓收
入增加,實現軟著陸
用數據成長來做思考支撐,房穩,匯率,通膨,收入未來各多少才能實現?
實現路徑政府該如何選擇,如同去產能把民間企業關閉,真的有能力實現?
成長數據符合嗎?
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專注於貨幣流向 你會得到答案
停貸無法把錢移到內需! 停貸也不是單純的"房"的問題
中小銀行貨幣不足已是事實,不需要糾結
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※ 編輯: lio226 (36.234.165.93), 09/22/2017 00:02:29
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