中国经济的新动力
中国未来经济的发动机一定是资本市场，依靠房地产投资拉动的时代已经成为了过去式，今年房价不跌能稳住就已经是万幸了，更别说基建投资、城投地方债、非标理财、银行刚兑这些衍生的玩意了。
因为受限于严格的外汇管制，之前的百万亿大资管时代下的资金很难找到很好的出处，配置优质有潜力公司呢股权是下一个时代的出路。
随着科创板的建立，国家会更加注重战略新兴产业对于经济的拉动作用，更加正视市场经济制度下核心市场资本市场的作用，唯有创新是一个国家的灵魂，唯有企业是一个国家经济细胞健康的关键。
同时国企产权改革、更多领域的放开，减税让利、私有财产的保护会更加贯彻，从这次两会就可见一斑。
我个人对中国未来经济是充满信心的，对中国股市的未来也是充满信心的。
Reprinted from 知乎，the copyright all reserved by the original author.
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