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China's Stock Market Will Change Forever In The Next Few Years.
＜p＞ 如果我們足夠尊重＜a href="http://m.pmae.cn"＞市場(chǎng)＜/a＞，那么就應(yīng)該從市場(chǎng)的現(xiàn)實(shí)表現(xiàn)中探尋發(fā)展的脈絡(luò)和蹤跡，而不是從簡(jiǎn)單的估值角度出發(fā)，埋怨市場(chǎng)的無效和失真，因?yàn)楣乐凳且粋€(gè)滯后的表達(dá)，它的參考意義是相對(duì)的，絕對(duì)的判斷依據(jù)從來都不是估值第一，或者技術(shù)分析第一，而是發(fā)展第一，估值和技術(shù)分析是可以量化的，發(fā)展不可以，證券投資難在哪里?難就難在最核心的東西不可量化，所以那些技術(shù)分析，那些基本面數(shù)據(jù)分析，根本就實(shí)實(shí)在在的測(cè)不準(zhǔn)原理，最多是相對(duì)接近，99%的人為之窮盡精力，以為捧到了圣杯，其實(shí)多數(shù)是無用功，對(duì)對(duì)錯(cuò)錯(cuò)，時(shí)對(duì)時(shí)錯(cuò)，一部分人正加負(fù)大于零，一部分人正加負(fù)等于零，更多的人正加負(fù)小于零。 < /p >
＜p＞ 把握資本市場(chǎng)的密鑰不在市場(chǎng)本身，而在市場(chǎng)之外，實(shí)際上就是對(duì)發(fā)展趨勢(shì)的把握，這個(gè)趨勢(shì)，小到產(chǎn)業(yè)發(fā)展，技術(shù)進(jìn)展，大到經(jīng)濟(jì)周期和社會(huì)發(fā)展;所以看市場(chǎng)，應(yīng)該盡可能的遠(yuǎn)，盡可能的高，證券市場(chǎng)的設(shè)計(jì)，短期看是順人性的，長期則是反人性的，白話說就是你最喜歡什么，什么最能吸引你，什么就能立即呈現(xiàn)，所以多數(shù)人一開始很容易就進(jìn)入了，很容易就嘗到一點(diǎn)甜頭了，并樂此不疲，操勞不斷，但這基本是情緒主導(dǎo)的，理性很弱勢(shì)，幾乎毫無定性，人們被市場(chǎng)操練的像膝跳反映那么機(jī)械，小到散戶，大到一些機(jī)構(gòu)，都是如此，因此中短期市場(chǎng)行為成為資本市場(chǎng)的主流，無數(shù)投資個(gè)體的短期市場(chǎng)行為，造就資本市場(chǎng)的波動(dòng)，就像完成一幅工筆畫的過程，每一個(gè)細(xì)小的線條，無數(shù)個(gè)密密麻麻的組成，隨著不斷的積累，終于讓人們看清了輪廓，看清了 Appearance, clear look, the opportunity is still dangerous, and finally the world; /p
< p > Buffett said: the role of the stock market is the center of a reconfiguration of resources, which is spanferred from the frequently traded short term traders to the long-term investors' pocket of patience. < /p >
< p > this sentence is indeed the core of winning the investment. Therefore, it is really ridiculous to see the stock market review, see what main force, big capital, pull up, shipment, purchase, and so on. Stock ratings need ratings, so close to the audience, but often a small stock assessment program, valuable information will not exceed three minutes. < /p >
< p > however, the stock review is still to be seen. The key lies in how to look at it. The highly consistent things need to be reversed. Experience shows that for those who are too resonant, generally speaking, the probability of winning is very high. In the recent comments, the highly consistent opinion is that 2014 will be very bad. The spring market is an important food market. This opinion is broad and representative, and many forum V also holds this view, to March, or optimistic to April, and so on. < /p >
Fundamentally speaking, this bull market, especially the bull market that the United States has repeatedly broken the historical high, is somewhat puzzling, but the sensitivity of the capital market has always been 100% accurate. It shows that there must be major industrial spanformation events in the future economy. In fact, for the United States, the replacement of the energy industry, the elimination and integration of the financial industry, the gradual realization of the electric vehicle and the large-scale industrial spanformation triggered by the mobile Internet all present unprecedented subversion expectations, and their endogenous and derivative forces are all unparalleled and unprecedented. The bull market is not only real, but also will last for a long time, and its influence is huge, so it has the ability to lead the global stock market to a positive trend. < p > since 2013, the major capital markets in the world have begun to enter a distinct bull market under the guidance of the US stock market, with a static economy. < /p >
P > has become the world's second largest economy in China. In the face of this change, there is a bit of confusion in the pace, chaos and chaos, and the pace of follow up has not stopped. The gem which represents the advanced productive forces and production relations has followed up very positively. The situation is better than that of the leading big brother Nasdaq, and the small board is also good. It has broken through a solid bottom, and only the motherboard has not followed up. For one reason, I tried to analyze the two articles of "efficiency of China's stock market" and "from chips to equity", but the observation angles of the two articles were relatively static, so they could not be the basis for the trend judgement. If we elongate the observation line and look at the problem more dynamically, it might help to judge the trend. < < /p >
The conclusion is based on the judgement of American Industrial Development and spanformation in the past twenty years and the geopolitical accumulation results of the US operation for many years. This article will not elaborate on it. Only the conclusion is drawn that China's gem will be able to follow the NASDAQ step by step on the basis of the economic spanformation expected from the business similarity and the strong demand of the national conditions and the gradual opening of the new stock market (mainly the GEM). The SME board and the gem have complementary effects, and the overall pace will gradually follow up the growth enterprise market. < p > first, the United States is a super long cycle of a href= "http://m.pmae.cn/news/index_s.asp" > bull market < /a >. < /p >
＜p＞ 當(dāng)前的實(shí)體經(jīng)濟(jì)數(shù)據(jù)，不論是CPI、PPI、GDP增速還是什么克強(qiáng)指數(shù)，都不具很強(qiáng)的參考意義，轉(zhuǎn)型時(shí)期，本來這些數(shù)據(jù)就是弱參考，因?yàn)樗芊从超F(xiàn)實(shí)，卻不是反映預(yù)期的強(qiáng)勢(shì)數(shù)據(jù)，這是轉(zhuǎn)型所特有的狀態(tài);而中國經(jīng)濟(jì)的轉(zhuǎn)型，并不是新經(jīng)濟(jì)所能完全代表的，新經(jīng)濟(jì)只要給點(diǎn)陽光，自己及就燦爛了，因?yàn)樗緛砭褪欠浅３浞值氖袌?chǎng)化;更重要的是那些老舊勢(shì)力的傳統(tǒng)經(jīng)濟(jì)能不能順利完成轉(zhuǎn)型，這才是轉(zhuǎn)型的攻堅(jiān)戰(zhàn)，是需要?jiǎng)佑猛饬Φ?，也是所謂十八大改革最核心的部分，股市表現(xiàn)的盛與衰，就是這個(gè)改革的直觀寫照，如果主板向1600乃至1400發(fā)展下去，那就是直接宣告習(xí)李新政三年不鳴，直接死掉，也別指望一鳴驚人了;同時(shí)也是向世界宣告，中國的銀行體系，凈資產(chǎn)之下有風(fēng)險(xiǎn)，凈資產(chǎn)再腰斬，還是有風(fēng)險(xiǎn)，如果國家金融體系重鎮(zhèn)在還未接受變革之前就死翹翹了 The eighteen big and nineteen most of them are not open. Let's call it a day.
＜p＞ 傳統(tǒng)勢(shì)力和體制的改變是漫長而充滿了折磨體驗(yàn)的，中國資本市場(chǎng)的二十多年就是一個(gè)典型的驗(yàn)證，過程是：為國企解困(純粹的奪民利益)----股權(quán)分置改革(與民讓利)----中小板開市(資本市場(chǎng)不再為國企獨(dú)占)----重量級(jí)國企央企大面積上市(與民讓利后的對(duì)沖，再次奪利)----創(chuàng)業(yè)板開市(充分鼓勵(lì)創(chuàng)業(yè))，總體上看，這個(gè)過程是一個(gè)進(jìn)步的過程，也是破冰之旅，只是傳統(tǒng)或既得利益勢(shì)力很強(qiáng)勢(shì)，把持國民經(jīng)濟(jì)重要資源卻又低效率，在實(shí)體經(jīng)濟(jì)中部分核心人員獲益很大;但在資本市場(chǎng)上整體產(chǎn)業(yè)卻逐漸遁形，因?yàn)橘Y本市場(chǎng)是未來的預(yù)言師，超長期的萎靡不振，無視與之相配的所謂較好投資數(shù)據(jù)，就是宣告未來的死亡信息，不論是機(jī)構(gòu)還是個(gè)人都用腳投票，漫長跌勢(shì)，把它們的主要代表打到凈資產(chǎn)下，實(shí)體經(jīng)濟(jì)中，新產(chǎn)業(yè)的蓬勃發(fā)展又在蠶食他們的壟斷地盤，兩廂夾 擊，迫使傳統(tǒng)頑固勢(shì)力必須做出抉擇，不改變等崩潰利益歸零，重新洗牌，還是主動(dòng)求變，學(xué)會(huì)妥協(xié)，答案應(yīng)該是比較明確的，市場(chǎng)經(jīng)濟(jì)的優(yōu)勢(shì)就是它有能力讓各方自然達(dá)成最優(yōu)化選擇，這是計(jì)劃經(jīng)濟(jì)完全的盲點(diǎn)，如果市場(chǎng)經(jīng)濟(jì)沒有這樣的必殺技，整個(gè)世界的經(jīng)濟(jì)體系也不可能在經(jīng)歷半個(gè)世紀(jì)的冷戰(zhàn)相持后，以一方幾乎全面的崩塌而告終，中國的央企國企其實(shí)骨子里還是計(jì)劃經(jīng)濟(jì)模式，效率低下是必然的，無非是受益于壟斷，和整體國民經(jīng)濟(jì)的大踏步上位，這個(gè)過程中，它沒有產(chǎn)生領(lǐng)航型產(chǎn)業(yè)的真正實(shí)力，禁絕于自由競(jìng)爭(zhēng)的市場(chǎng)之外，至今居然還是政黨力量主導(dǎo)企業(yè)管理，所以發(fā)展到今天，成為整體經(jīng)濟(jì)再上一層樓的滯后元素，而那些在自由經(jīng)濟(jì)海洋里遨游出來的產(chǎn)業(yè)，不過是十年左右的時(shí)間，其實(shí)力和影響力居然已經(jīng)達(dá)到完全可以與之相持競(jìng)爭(zhēng)的程度，銀行業(yè)好 Two barrels of oil business, if there is no policy resistance, Tencent, Baidu and Ali such new economic predators want to involve in related businesses, breaking the bureau is almost easy, and in the long run, there is no strength to contain it. Unless you do not develop, so when the balance is tilted to the interests of the entire system are threatened, the demand for change naturally arises. < /p >
The issue of programmatic expression is not whether you want to change it or not. It is inevitable that how to change it is the focus of attention. So last week's two oil trading limit is not the same as before. According to inertia, the so-called market manipulation thinking is misreading. Now, just like the end of the Qing Dynasty, if the court of Emperor Guangxu is willing to change, learn from the British initiative to accept the constitutional monarchy, accept the bus book, do not kill six gentlemen, maybe it will not go back to the point of collapse completely. In fact, the opinions and opinions of the six gentlemen were adopted by the Qing court after their death. Unfortunately, the situation is over, and the opportunity can not be repeated; < /p > < p > since last year, the establishment of the Shanghai free trade area and the operation of the pilot reform of state-owned enterprises have been gradually changing to the two largest oil enterprises in the state owned enterprises.
＜p＞ 如果我們整理整個(gè)中國經(jīng)濟(jì)改革的大線條，就會(huì)看的很清楚，什么在進(jìn)，什么在退，期間的反復(fù)和曲折又是什么，《從籌碼到股權(quán)》一文中列舉的數(shù)字說明，不斷在進(jìn)的民營經(jīng)濟(jì)已經(jīng)成為中國經(jīng)濟(jì)的中堅(jiān)力量，這就是趨勢(shì)，異常強(qiáng)勁的，資本市場(chǎng)已經(jīng)給了很好的展現(xiàn);主板市場(chǎng)要涅磐重生的核心就在如何求變，不再是外在的給幾個(gè)銅板的股權(quán)分置改革，而是內(nèi)生體制上的變化，引入民營經(jīng)濟(jì)成分，引入市場(chǎng)競(jìng)爭(zhēng)機(jī)制，淡化黨政力量在企業(yè)經(jīng)營權(quán)上的介入程度，還企業(yè)一個(gè)純粹的市場(chǎng)運(yùn)作環(huán)境，這必將是習(xí)李新政在未來十年要積極推進(jìn)的核心，這樣去做，無非是順勢(shì)而為，因?yàn)槊裰且呀?jīng)真正開啟，誰會(huì)放棄這種順?biāo)浦劬湍軗P(yáng)名立萬的機(jī)會(huì)呢?＜/p＞
＜p＞ 胡溫十年，是房地產(chǎn)的十年，到了中后期房地產(chǎn)的財(cái)富效應(yīng)令人瘋狂，整個(gè)社會(huì)除了資本市場(chǎng)和一些電子產(chǎn)品是降價(jià)的，幾乎全部商品都完成了價(jià)格飛漲，好在，歷史經(jīng)驗(yàn)表明，最終資本市場(chǎng)是不會(huì)錯(cuò)過這場(chǎng)價(jià)格盛宴的，一旦其財(cái)富效應(yīng)被激發(fā)起來，它的膨脹力乃至泡沫化程度都是空前的，當(dāng)前中國經(jīng)過了十年的財(cái)富增長和積累，資金總量巨大，一方面房地產(chǎn)被推高再推高，另一方面真正具有長效財(cái)富增值能力的資本市場(chǎng)卻冷寂一旁，今天從創(chuàng)業(yè)板開始逐漸推暖資本市場(chǎng)的財(cái)富效應(yīng)，外部資本市場(chǎng)的全面激活也將不斷加強(qiáng)人們的心理暗示，況且時(shí)至今日全球經(jīng)濟(jì)一體化的態(tài)勢(shì)下，資產(chǎn)價(jià)格的上升效應(yīng)早晚會(huì)傳導(dǎo)，在總體經(jīng)濟(jì)發(fā)展趨勢(shì)向上，政治相對(duì)穩(wěn)定的前提下，繁榮也是會(huì)傳染的，一旦資本市場(chǎng)的財(cái)富效應(yīng)開始擴(kuò)大和深化，在目前中國資金潮的規(guī)模下 It is absolutely sufficient to push up the upward energy of the capital market, that is, when the equilibrium point breaks through. < /p >
＜p＞ ?。糰 href="http://m.pmae.cn/news/index_cj.asp"＞創(chuàng)業(yè)板＜/a＞是引領(lǐng)這個(gè)變局的引線和主導(dǎo)，它將貫穿整個(gè)牛市被引爆的全程，早就沒有二八了，因?yàn)槎年嚑I不再具備其應(yīng)有的實(shí)力，除非變革，變革成功，也就進(jìn)入到八的行列中，也就開始了新的估值歷程，資本市場(chǎng)自然也就有了新的動(dòng)力和引擎，中國經(jīng)濟(jì)的格局和政治體制，雖有高效率，但這個(gè)效率是雙刃劍，發(fā)展快和破壞力大是一樣的強(qiáng)，而且它沒有自我更新和升級(jí)的內(nèi)生力，正常市場(chǎng)經(jīng)濟(jì)下，發(fā)展與回撤是并存的，發(fā)展產(chǎn)生新的經(jīng)濟(jì)元素，回撤消滅過剩產(chǎn)能，但是中國模式顯然不能容忍回撤，這是違背經(jīng)濟(jì)發(fā)展規(guī)律的，死亡的公司，死亡的股票，都將在未來的變革中出現(xiàn)，也會(huì)盡可能的接近真正的市場(chǎng)經(jīng)濟(jì)模式。 < /p >
If you have enough knowledge of culture, you will recognize that the symbol of the most representative Chinese culture is the Great Wall. You will also understand that you will eventually lose to a completely open, free expression and self competitive system. The difference is the most valuable asset for human beings. Opening up, freedom and competition are the necessary tools for gold exploration from the treasure of diversity. It is the unyielding source of human creation and progress. Any culture or system that is harmful to people's access to these three tools is destined to be eliminated. As a small mirror, China's capital market will eventually draw its twists and turns for this process! < /p > < p > if the history of China
＜p＞ 把握資本市場(chǎng)的密鑰不在市場(chǎng)本身，而在市場(chǎng)之外，實(shí)際上就是對(duì)發(fā)展趨勢(shì)的把握，這個(gè)趨勢(shì)，小到產(chǎn)業(yè)發(fā)展，技術(shù)進(jìn)展，大到經(jīng)濟(jì)周期和社會(huì)發(fā)展;所以看市場(chǎng)，應(yīng)該盡可能的遠(yuǎn)，盡可能的高，證券市場(chǎng)的設(shè)計(jì)，短期看是順人性的，長期則是反人性的，白話說就是你最喜歡什么，什么最能吸引你，什么就能立即呈現(xiàn)，所以多數(shù)人一開始很容易就進(jìn)入了，很容易就嘗到一點(diǎn)甜頭了，并樂此不疲，操勞不斷，但這基本是情緒主導(dǎo)的，理性很弱勢(shì)，幾乎毫無定性，人們被市場(chǎng)操練的像膝跳反映那么機(jī)械，小到散戶，大到一些機(jī)構(gòu)，都是如此，因此中短期市場(chǎng)行為成為資本市場(chǎng)的主流，無數(shù)投資個(gè)體的短期市場(chǎng)行為，造就資本市場(chǎng)的波動(dòng)，就像完成一幅工筆畫的過程，每一個(gè)細(xì)小的線條，無數(shù)個(gè)密密麻麻的組成，隨著不斷的積累，終于讓人們看清了輪廓，看清了 Appearance, clear look, the opportunity is still dangerous, and finally the world; /p
< p > Buffett said: the role of the stock market is the center of a reconfiguration of resources, which is spanferred from the frequently traded short term traders to the long-term investors' pocket of patience. < /p >
< p > this sentence is indeed the core of winning the investment. Therefore, it is really ridiculous to see the stock market review, see what main force, big capital, pull up, shipment, purchase, and so on. Stock ratings need ratings, so close to the audience, but often a small stock assessment program, valuable information will not exceed three minutes. < /p >
< p > however, the stock review is still to be seen. The key lies in how to look at it. The highly consistent things need to be reversed. Experience shows that for those who are too resonant, generally speaking, the probability of winning is very high. In the recent comments, the highly consistent opinion is that 2014 will be very bad. The spring market is an important food market. This opinion is broad and representative, and many forum V also holds this view, to March, or optimistic to April, and so on. < /p >
Fundamentally speaking, this bull market, especially the bull market that the United States has repeatedly broken the historical high, is somewhat puzzling, but the sensitivity of the capital market has always been 100% accurate. It shows that there must be major industrial spanformation events in the future economy. In fact, for the United States, the replacement of the energy industry, the elimination and integration of the financial industry, the gradual realization of the electric vehicle and the large-scale industrial spanformation triggered by the mobile Internet all present unprecedented subversion expectations, and their endogenous and derivative forces are all unparalleled and unprecedented. The bull market is not only real, but also will last for a long time, and its influence is huge, so it has the ability to lead the global stock market to a positive trend. < p > since 2013, the major capital markets in the world have begun to enter a distinct bull market under the guidance of the US stock market, with a static economy. < /p >
P > has become the world's second largest economy in China. In the face of this change, there is a bit of confusion in the pace, chaos and chaos, and the pace of follow up has not stopped. The gem which represents the advanced productive forces and production relations has followed up very positively. The situation is better than that of the leading big brother Nasdaq, and the small board is also good. It has broken through a solid bottom, and only the motherboard has not followed up. For one reason, I tried to analyze the two articles of "efficiency of China's stock market" and "from chips to equity", but the observation angles of the two articles were relatively static, so they could not be the basis for the trend judgement. If we elongate the observation line and look at the problem more dynamically, it might help to judge the trend. < < /p >
The conclusion is based on the judgement of American Industrial Development and spanformation in the past twenty years and the geopolitical accumulation results of the US operation for many years. This article will not elaborate on it. Only the conclusion is drawn that China's gem will be able to follow the NASDAQ step by step on the basis of the economic spanformation expected from the business similarity and the strong demand of the national conditions and the gradual opening of the new stock market (mainly the GEM). The SME board and the gem have complementary effects, and the overall pace will gradually follow up the growth enterprise market. < p > first, the United States is a super long cycle of a href= "http://m.pmae.cn/news/index_s.asp" > bull market < /a >. < /p >
＜p＞ 當(dāng)前的實(shí)體經(jīng)濟(jì)數(shù)據(jù)，不論是CPI、PPI、GDP增速還是什么克強(qiáng)指數(shù)，都不具很強(qiáng)的參考意義，轉(zhuǎn)型時(shí)期，本來這些數(shù)據(jù)就是弱參考，因?yàn)樗芊从超F(xiàn)實(shí)，卻不是反映預(yù)期的強(qiáng)勢(shì)數(shù)據(jù)，這是轉(zhuǎn)型所特有的狀態(tài);而中國經(jīng)濟(jì)的轉(zhuǎn)型，并不是新經(jīng)濟(jì)所能完全代表的，新經(jīng)濟(jì)只要給點(diǎn)陽光，自己及就燦爛了，因?yàn)樗緛砭褪欠浅３浞值氖袌?chǎng)化;更重要的是那些老舊勢(shì)力的傳統(tǒng)經(jīng)濟(jì)能不能順利完成轉(zhuǎn)型，這才是轉(zhuǎn)型的攻堅(jiān)戰(zhàn)，是需要?jiǎng)佑猛饬Φ?，也是所謂十八大改革最核心的部分，股市表現(xiàn)的盛與衰，就是這個(gè)改革的直觀寫照，如果主板向1600乃至1400發(fā)展下去，那就是直接宣告習(xí)李新政三年不鳴，直接死掉，也別指望一鳴驚人了;同時(shí)也是向世界宣告，中國的銀行體系，凈資產(chǎn)之下有風(fēng)險(xiǎn)，凈資產(chǎn)再腰斬，還是有風(fēng)險(xiǎn)，如果國家金融體系重鎮(zhèn)在還未接受變革之前就死翹翹了 The eighteen big and nineteen most of them are not open. Let's call it a day.
＜p＞ 傳統(tǒng)勢(shì)力和體制的改變是漫長而充滿了折磨體驗(yàn)的，中國資本市場(chǎng)的二十多年就是一個(gè)典型的驗(yàn)證，過程是：為國企解困(純粹的奪民利益)----股權(quán)分置改革(與民讓利)----中小板開市(資本市場(chǎng)不再為國企獨(dú)占)----重量級(jí)國企央企大面積上市(與民讓利后的對(duì)沖，再次奪利)----創(chuàng)業(yè)板開市(充分鼓勵(lì)創(chuàng)業(yè))，總體上看，這個(gè)過程是一個(gè)進(jìn)步的過程，也是破冰之旅，只是傳統(tǒng)或既得利益勢(shì)力很強(qiáng)勢(shì)，把持國民經(jīng)濟(jì)重要資源卻又低效率，在實(shí)體經(jīng)濟(jì)中部分核心人員獲益很大;但在資本市場(chǎng)上整體產(chǎn)業(yè)卻逐漸遁形，因?yàn)橘Y本市場(chǎng)是未來的預(yù)言師，超長期的萎靡不振，無視與之相配的所謂較好投資數(shù)據(jù)，就是宣告未來的死亡信息，不論是機(jī)構(gòu)還是個(gè)人都用腳投票，漫長跌勢(shì)，把它們的主要代表打到凈資產(chǎn)下，實(shí)體經(jīng)濟(jì)中，新產(chǎn)業(yè)的蓬勃發(fā)展又在蠶食他們的壟斷地盤，兩廂夾 擊，迫使傳統(tǒng)頑固勢(shì)力必須做出抉擇，不改變等崩潰利益歸零，重新洗牌，還是主動(dòng)求變，學(xué)會(huì)妥協(xié)，答案應(yīng)該是比較明確的，市場(chǎng)經(jīng)濟(jì)的優(yōu)勢(shì)就是它有能力讓各方自然達(dá)成最優(yōu)化選擇，這是計(jì)劃經(jīng)濟(jì)完全的盲點(diǎn)，如果市場(chǎng)經(jīng)濟(jì)沒有這樣的必殺技，整個(gè)世界的經(jīng)濟(jì)體系也不可能在經(jīng)歷半個(gè)世紀(jì)的冷戰(zhàn)相持后，以一方幾乎全面的崩塌而告終，中國的央企國企其實(shí)骨子里還是計(jì)劃經(jīng)濟(jì)模式，效率低下是必然的，無非是受益于壟斷，和整體國民經(jīng)濟(jì)的大踏步上位，這個(gè)過程中，它沒有產(chǎn)生領(lǐng)航型產(chǎn)業(yè)的真正實(shí)力，禁絕于自由競(jìng)爭(zhēng)的市場(chǎng)之外，至今居然還是政黨力量主導(dǎo)企業(yè)管理，所以發(fā)展到今天，成為整體經(jīng)濟(jì)再上一層樓的滯后元素，而那些在自由經(jīng)濟(jì)海洋里遨游出來的產(chǎn)業(yè)，不過是十年左右的時(shí)間，其實(shí)力和影響力居然已經(jīng)達(dá)到完全可以與之相持競(jìng)爭(zhēng)的程度，銀行業(yè)好 Two barrels of oil business, if there is no policy resistance, Tencent, Baidu and Ali such new economic predators want to involve in related businesses, breaking the bureau is almost easy, and in the long run, there is no strength to contain it. Unless you do not develop, so when the balance is tilted to the interests of the entire system are threatened, the demand for change naturally arises. < /p >
The issue of programmatic expression is not whether you want to change it or not. It is inevitable that how to change it is the focus of attention. So last week's two oil trading limit is not the same as before. According to inertia, the so-called market manipulation thinking is misreading. Now, just like the end of the Qing Dynasty, if the court of Emperor Guangxu is willing to change, learn from the British initiative to accept the constitutional monarchy, accept the bus book, do not kill six gentlemen, maybe it will not go back to the point of collapse completely. In fact, the opinions and opinions of the six gentlemen were adopted by the Qing court after their death. Unfortunately, the situation is over, and the opportunity can not be repeated; < /p > < p > since last year, the establishment of the Shanghai free trade area and the operation of the pilot reform of state-owned enterprises have been gradually changing to the two largest oil enterprises in the state owned enterprises.
＜p＞ 如果我們整理整個(gè)中國經(jīng)濟(jì)改革的大線條，就會(huì)看的很清楚，什么在進(jìn)，什么在退，期間的反復(fù)和曲折又是什么，《從籌碼到股權(quán)》一文中列舉的數(shù)字說明，不斷在進(jìn)的民營經(jīng)濟(jì)已經(jīng)成為中國經(jīng)濟(jì)的中堅(jiān)力量，這就是趨勢(shì)，異常強(qiáng)勁的，資本市場(chǎng)已經(jīng)給了很好的展現(xiàn);主板市場(chǎng)要涅磐重生的核心就在如何求變，不再是外在的給幾個(gè)銅板的股權(quán)分置改革，而是內(nèi)生體制上的變化，引入民營經(jīng)濟(jì)成分，引入市場(chǎng)競(jìng)爭(zhēng)機(jī)制，淡化黨政力量在企業(yè)經(jīng)營權(quán)上的介入程度，還企業(yè)一個(gè)純粹的市場(chǎng)運(yùn)作環(huán)境，這必將是習(xí)李新政在未來十年要積極推進(jìn)的核心，這樣去做，無非是順勢(shì)而為，因?yàn)槊裰且呀?jīng)真正開啟，誰會(huì)放棄這種順?biāo)浦劬湍軗P(yáng)名立萬的機(jī)會(huì)呢?＜/p＞
＜p＞ 胡溫十年，是房地產(chǎn)的十年，到了中后期房地產(chǎn)的財(cái)富效應(yīng)令人瘋狂，整個(gè)社會(huì)除了資本市場(chǎng)和一些電子產(chǎn)品是降價(jià)的，幾乎全部商品都完成了價(jià)格飛漲，好在，歷史經(jīng)驗(yàn)表明，最終資本市場(chǎng)是不會(huì)錯(cuò)過這場(chǎng)價(jià)格盛宴的，一旦其財(cái)富效應(yīng)被激發(fā)起來，它的膨脹力乃至泡沫化程度都是空前的，當(dāng)前中國經(jīng)過了十年的財(cái)富增長和積累，資金總量巨大，一方面房地產(chǎn)被推高再推高，另一方面真正具有長效財(cái)富增值能力的資本市場(chǎng)卻冷寂一旁，今天從創(chuàng)業(yè)板開始逐漸推暖資本市場(chǎng)的財(cái)富效應(yīng)，外部資本市場(chǎng)的全面激活也將不斷加強(qiáng)人們的心理暗示，況且時(shí)至今日全球經(jīng)濟(jì)一體化的態(tài)勢(shì)下，資產(chǎn)價(jià)格的上升效應(yīng)早晚會(huì)傳導(dǎo)，在總體經(jīng)濟(jì)發(fā)展趨勢(shì)向上，政治相對(duì)穩(wěn)定的前提下，繁榮也是會(huì)傳染的，一旦資本市場(chǎng)的財(cái)富效應(yīng)開始擴(kuò)大和深化，在目前中國資金潮的規(guī)模下 It is absolutely sufficient to push up the upward energy of the capital market, that is, when the equilibrium point breaks through. < /p >
＜p＞ ?。糰 href="http://m.pmae.cn/news/index_cj.asp"＞創(chuàng)業(yè)板＜/a＞是引領(lǐng)這個(gè)變局的引線和主導(dǎo)，它將貫穿整個(gè)牛市被引爆的全程，早就沒有二八了，因?yàn)槎年嚑I不再具備其應(yīng)有的實(shí)力，除非變革，變革成功，也就進(jìn)入到八的行列中，也就開始了新的估值歷程，資本市場(chǎng)自然也就有了新的動(dòng)力和引擎，中國經(jīng)濟(jì)的格局和政治體制，雖有高效率，但這個(gè)效率是雙刃劍，發(fā)展快和破壞力大是一樣的強(qiáng)，而且它沒有自我更新和升級(jí)的內(nèi)生力，正常市場(chǎng)經(jīng)濟(jì)下，發(fā)展與回撤是并存的，發(fā)展產(chǎn)生新的經(jīng)濟(jì)元素，回撤消滅過剩產(chǎn)能，但是中國模式顯然不能容忍回撤，這是違背經(jīng)濟(jì)發(fā)展規(guī)律的，死亡的公司，死亡的股票，都將在未來的變革中出現(xiàn)，也會(huì)盡可能的接近真正的市場(chǎng)經(jīng)濟(jì)模式。 < /p >
If you have enough knowledge of culture, you will recognize that the symbol of the most representative Chinese culture is the Great Wall. You will also understand that you will eventually lose to a completely open, free expression and self competitive system. The difference is the most valuable asset for human beings. Opening up, freedom and competition are the necessary tools for gold exploration from the treasure of diversity. It is the unyielding source of human creation and progress. Any culture or system that is harmful to people's access to these three tools is destined to be eliminated. As a small mirror, China's capital market will eventually draw its twists and turns for this process! < /p > < p > if the history of China
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