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    April 16

    我的看法

    说实话,理解这个世界在我是一件比较吃力的事情。我只能进行一些简单的逻辑推理,而这个世界过于复杂,很多时候也不够理性,从而不够有逻辑。
     
    当上证综指攀升至2500点,香港国企指数升至9100点,“我当时就震惊了”。对于经济危机来说,这样的点位是有点高了。从6000点下来,既没有出现像样的恐慌,也没有长时间的横盘让人绝望。这能叫经济危机吗?这样下去怎么能行呢?
     
    参考今年第一季度银行已经差不多把年度贷款额度用完了这样一个事实,让人怀疑这些主要贷给国有大中型企业的钱的去向。政府贷款确实能够改变几个重要的经济指标,也就是说救市(市场的市,不是股市的市)是可能的。但是喝过了人参汤猛补之后,药效是不是能够传递到全身去,各行各业的小企业是不是能够恢复活力。还有待观察。
     
    如果上证综指能够上到3000点,我恐怕中国的经济会变成W型走势了。

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    wrote:
    这个W一看就是隆的
    Apr. 16

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