镜鉴日本06 日本外需救国的幻觉 episode artwork

EPISODE · Aug 3, 2026 · 17 MIN

镜鉴日本06 日本外需救国的幻觉

from 深蓝趋势:未来十年投资机会与风险

【本期主题】拆解日本"外需救国"战略的致命幻觉——从2002年后73个月的经济复苏神话到2008年雷曼风暴后的自由落体,揭示汇率操纵、日元套利交易与美国房地产泡沫如何共同编织了一场建立在流沙上的全球化狂欢。【核心案例】新日铁如何在日元贬值后让原本计划改建成游乐园的废弃钢厂利润翻番?日本政府如何在一年多内抛售35万亿日元干预汇市?美国"现金再融资"如何让没有稳定收入的美国人凭空获得购买丰田车的资金?雷曼破产后日元为何从123狂飙至100以上,导致丰田70年来首次亏损?

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镜鉴日本06 日本外需救国的幻觉

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