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    November 26

    终于如我所愿降息了

             上个星期五交易日就跟市场打赌,周末会不会出台利好消息,降息!中央还是一点反应都没有,想想也是,市场小道消息而已,政府从来都不会被市场左右自己的政策的,星期一果然出现利好没有兑现的阴线,然后跟朋友说,降息应该会在周中就会有出现,起码会出现降准备金率,因为公司在市场上没有足够的钱过冬的话,政府也还在紧缩银根的话,难道真的要大家抱团过冬?再加上大小非解禁的话,公司还不利用这个大好时机套现,这样股市还会一直跌下去,这样会有更多的私募基金经理跳楼,更多的中小企业倒闭,政府应该不想看到这样的局面。
             报纸上说的很对,从年初的防热,到年中的一保一防,现在年底了,又开始担心减缓了,中国的经济还是存在滞后的感觉,之前美国出现经济危机的时候,都开始减息,注资的政策了,中国还是一点反应都没有,只是在留意CPI高企的局面,特别在开奥运会这段时间,甚少出台利好的政策,也没有领导人去中小企业调研,直到最近一连串的动作,感觉都是之前安排好的一样,还有1000万亿,一个月之内花完,呵呵,听起来比较搞笑,简直就是分钱嘛!大家都知道政府办事从来都是很慢的,这次真的很爽口,减息也是,一次减到位,1.08%,呵呵,专家还说到年底应该还有得减,记得每次加息,或者家准备金率都是一点一点的加上去的,但是减的话,一直都没有减,个人觉得是否不合理,特别是大小非解禁最厉害的时候,大家都知道是流动性出现了问题,在中国股市跌得最厉害最急的时候,政府却没有一点一点的把这些减下去,直到现在出现了问题,好像来不及了,那就一下子减到位吧,之前都是商业银行减,国企银行不减,市场会不会觉得这次减息会是不得已的动作呢,会不会觉得这次减息姗姗来迟呢,而且一下子减这么多。
               减税,减息都猜对了,接下来应该商机在哪里呢?会不会出现大萧条呢?国家还有什么杀手锏出台呢?

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