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After Meeting EP. 97｜恆大2.0 雷曼 2.0

EPISODE · Aug 20, 2023 · 30 MIN

After Meeting EP. 97｜恆大2.0 雷曼 2.0

from MacroMicro 財經M平方 · host MacroMicro

本週話題就中國房地產莫屬了。除了地產公司碧桂園財務暴雷外，民營最大的資產管理公司中植系，旗下中融信託也暫停兌付信託產品。 這次碧桂園事件將是恆大 2.0 嗎？ 房市債務與衍伸商品問題將會演變成中國版的「雷曼風暴」嗎？本集我們邀請研究員 Danny 來跟大家聊聊這次的房企事件與中國經濟觀察。 📌碧桂園暴雷始末，未來的房市衝擊與爛尾樓效應 📌恆大 2.0？碧桂園曾為房企模範生，兩者最大差異 📌中國流動性觀察，兩大曝險領域：房企、城投債券 📌月中數據加乘房市危機，中國經濟結構性問題正浮現？ 📌身為全球消費大與製造業關鍵大國，這次風暴將帶來什麼影響？ #精華搶先看 ✨MM Prime 限時買年送月｜現省近 2000 元 x 加贈懶人投資儀表板 x 全球財經日曆 https://pse.is/58etnh ✍️一週一圖表 | 中國-GDP各細項比重 https://pse.is/58knvn ✍️部落格 | 碧桂園引爆「恆大 2.0」，中國困境是否拖垮全球景氣？ https://pse.is/57rtgg ✍️部落格 | 寫在中國 20 大後：舊問題與新困境的兩難 https://pse.is/56tvpq 🎧 錄音時間：08/17 15:30 🎙 研究員：Danny -- Hosting provided by SoundOn

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After Meeting EP. 97｜恆大2.0 雷曼 2.0

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