$美团-W(0369_老虎社区_美港股上老虎

2024-12-19

$美团-W(03690)$ 现在的当务之急是赶紧拉内需，发钱给内需消费性企业，因为已经确实别无他法，首先：美联储降息预期放缓，一方面美联储也要磨合特朗普团队上台的不确定性手里不敢打太多牌，一方面在国内就业ok的情况下要抑制热钱流入中国，因此降息预期只能放缓，降息的放缓会导致rmb贬值预期增强，而美国加关税让出口愈加艰难，对冲了贬值的优点，但降低了国内企业盈利能力，导致税收下滑，地方债高筑，螺旋下滑趋势愈加明显，经济下行就像癌症，刚开始就要下定决心上猛药，犹豫不决就晚了

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。

精彩评论

大音仔
2024-12-19
大音仔
钱应该发到老百姓手上。给我一万块我马上出去消费。
- 大音仔回复不高兴的小欣:
  人多可以按年龄段划分，年龄大的少发，中年人多发，总归有办法的，全世界都验证了钱发到人民手上的效果最直接，药效最显著。发多发少总好过不发，总好过发消费券吧，人民缺的是消费券吗，缺的是消费信心吧。
- kasea回复不高兴的小欣:
  明明所有国家都应验的方法一直说不可能 [笑哭]发给企业，我是企业直接换成美刀🔪放银行躺着吃利息不香吗？这么破的环境里创业等于赔钱，而且国内是产能过剩……全球加关税还扩展市场?喝了多少假酒
- 不高兴的小欣:
  这是不可能的，人太多，财政做不到的。但发给平台，让平台用政府补贴温和通胀，老百姓领券补贴消费，企业增加了营收,市盈率就会下降，就可以无损扩大市场，老百姓有了补贴就有了消费欲望，这个过程要好几轮，随着经济的变好逐步递减，带动信心，增加gdp，印钱，最终通过税收反馈政府化解地方债务，一层层的递进通过3年把经济内需拉回来。
亿千
2024-12-19
亿千
对不起，老爷们就喜欢打应付，觉得自己见招拆招很牛逼，实则就是一个脑瘫
kasea
2024-12-23
kasea
能把地方官老爷救活已经实属不易了。

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