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万亿债转股钱从那里来,只能是国家扩大货币供应量,如果短期增加万亿的货币供应量再加3%的赤字,相当于货币供应量比GDP增加多10%,现在外贸出口又下降20%相当于外汇收入在减少,这样对冲下来用脚投票都知道这个国家的货币起码至少的贬值10%不至,这样人民币会不会延续去年的跌势

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