索羅斯:今天的中國(guó)類似于金融危機(jī)時(shí)的美國(guó)

喬治?索羅斯針對(duì)中國(guó)經(jīng)濟(jì)發(fā)出了又一次警告:中國(guó)的情況看起來(lái)像是2007年和2008年的美國(guó),。 2015年年中,中國(guó)經(jīng)濟(jì)增速開始減緩,,政府竭盡全力讓GDP的增速達(dá)到目標(biāo),。今年3月,他們?nèi)〉昧顺醪匠晒?,第一季度的GDP增長(zhǎng)達(dá)到6.7%,,超過(guò)了6.5%的全年增長(zhǎng)目標(biāo)。不過(guò)數(shù)據(jù)顯示,,這次增長(zhǎng)部分要?dú)w功于大規(guī)模的新信貸刺激,,中國(guó)人民銀行的數(shù)據(jù)表明,當(dāng)月的刺激規(guī)模高達(dá)3,610億美元,,遠(yuǎn)遠(yuǎn)超出預(yù)估中值的2,160億美元,。 這是一個(gè)警報(bào),即中國(guó)政府可能會(huì)冒著債務(wù)膨脹的危險(xiǎn)提高增長(zhǎng)速度,。 據(jù)彭博社報(bào)道,,最近,在紐約舉行的亞洲協(xié)會(huì)(Asia Society)會(huì)議上,,索羅斯表示中國(guó)的經(jīng)濟(jì)形勢(shì)“讓人不安地類似于美國(guó)2007年和2008年經(jīng)濟(jì)危機(jī)時(shí)的情況,,當(dāng)時(shí)美國(guó)同樣是由信貸增長(zhǎng)推動(dòng)發(fā)展”。他說(shuō):“銀行供應(yīng)的大部分錢都被用于填補(bǔ)壞賬,,讓虧損企業(yè)繼續(xù)存活下去,。” 今年早些時(shí)候,,索羅斯認(rèn)為世界第二大經(jīng)濟(jì)體中國(guó)將會(huì)“硬著陸”,,引起了中國(guó)政府的不滿。索羅斯還表示他正在做空亞洲貨幣,,盡管他沒(méi)有明說(shuō)是人民幣還是港幣,。而中國(guó)媒體也對(duì)他的預(yù)測(cè)進(jìn)行了回應(yīng)?!度嗣袢?qǐng)?bào)》在1月份的文章中寫道:唱衰中國(guó)者“注定失敗”,。 索羅斯在1992年做空英鎊,,一日內(nèi)凈賺10億美元,又在1997年做空泰銖,,他的這些事跡廣為人知,。索羅斯與其他許多投資者一樣,不看好中國(guó)的未來(lái),。這些人中還包括杰弗里?岡德拉奇,、大衛(wèi)?泰珀和比爾?阿克曼。(財(cái)富中文網(wǎng)) 譯者:嚴(yán)匡正 |
George Soros has issued another warning regarding China’s economy: It looks like America in 2007 and 2008. Since the Chinese economic machine began slowing mid-2015, the communist-run government has been trying desperately to hit its domestic growth targets. The nation succeeded in March, when it reported that first-quarter GDP rose 6.7%—in line with its year-long target of 6.5%. But data suggests the expansion was partly driven by a massive surge of new credit which totaled $361 billion that month according to the People’s Bank of China—far exceeding the median forecast of $216 billion. That’s a red flag that the Chinese government may be fueling growth at the risk of ballooning debt. China’s economic situation “eerily resembles what happened during the financial crisis in the U.S. in 2007 and 2008, which was similarly fueled by credit growth,” Soros said during Wednesday’s Asia Society event in New York, according to Bloomberg. “Most of money that banks are supplying is needed to keep bad debts and loss-making enterprises alive,” he said. Earlier this year, Soros drew the ire of the Chinese government after saying the world’s second-largest economy was headed for a “hard landing.” Soros also revealed that he was shorting Asian currencies, though he never specified either the Chinese Yuan or the Hong Kong Dollar. Chinese state media responded to his prediction with one of its own: Investors betting against China are “doomed to fail,” the People’s Daily wrote in January. Soros is widely known for making $1 billion in a single day after shorting the British pound in 1992, and later shorting the Thai Baht in 1997. He joins a host of other investors who have professed bearish sentiments regarding China. That list includes Jeffrey Gundlach, David Tepper, and Bill Ackman. |