
About this episode
房地产会不会暴涨了?蓄水池的作用还会保持嘛?
我个人认为不会。 理由有以下几点:
1.人口面临负增长的问题,而高房价就是高级避孕药。
2.高额负债,从政府,到企业,到个人,负债率达到顶端了,基本贷的起的都贷了款,如果继续爆炒,那么金融风险就会持续上升,恒大只是一个开端,he nan村镇银行就会只是个开始。
3.共同富裕大背景下,房住不炒是必然的。
这三条涉及未来人口问题、金融风险问题、政治问题,哪一个都是从长远打算。
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