“经济过热”内在逻辑探幽

• 机 构: 股市在线,
• 出 处: 消费
• 发表日期: 2007年08期
• 关键词: 经济过热 国内经济运行 资本市场 经济增长 波峰 投资策略 逻辑 估值 投资思路 股指

“经济过热”这个话题就像针芒一样刺向国内的资本市场,如果所谓“经济过热”的结论成立,这就意味着国内经济运行在周期中的波峰位置,接下来可想而知,政府肯定会动用各种措施来抑制过快的经济增长,资本市场大幅振荡将不可避免。目前“经济过热”这个问题讨论不绝于耳,最近资本市场似乎也对此反

If the so-called “overheating economy” conclusion is reached, this means that the domestic economy is operating at the peak of the cycle, and the next can be thought of as “economic overheating.” However, the government will surely use various measures to curb excessive economic growth. The volatility of the capital market will be inevitable. At present, the issue of “overheating economy” has been discussed endlessly. Recently, the capital market also seems to oppose this