一点想法:中国现在是被逼上梁山的节奏。全世界经济不景气的时候都期望中国来拉动,中国想的办法就是汇率贬值和信贷放水,然而汇率贬值的溢出效应高于政府预期,外汇保不稳,又加强资本管制;信贷放水原本是想鼓励服务业,高新科技产业发展,结果钱都通过各种渠道进入了金融和房地产市场,继续陷入困局
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