美国政府希望美元(相对人民币)贬值，中国政府却希望人民币贬值。
对于美国来说，美国贬值可以减轻债务压力。对于中国政府来说，也是类似的道理。
川普曾说，“America first"，其他总统不管是否说过类似的话，都会把美国的利益放在首位。
我认为人民币升值后，有利于进口、消费却不利于制造、出口。我认为人民币升值会让房价跌得更惨，因为那时候外国的房子会显得更有性价比。
但我也看到不同的声音，有人说人民币升值会吸引外资来炒作房地产，虽然全球资本过剩，但我认为这种概率是极小的。傅海棠说，汇率跟房子这种不动产没啥关系。
有人说最近的日元贬值是美国在收割日本，但是日本也可以趁机抛掉美债偿还日债呀，这可是修复资产负债表的好机会。
最终谁是韭菜，我也很难看明白。
BY Know Thyself
That growth environment will include rising inflation and interest rates. Those upward shifts naturally accompany healthy growth periods as the demand for resources, products and services rise. Importantly, the Federal Reserve has laid out the rationale for not interfering with that natural growth transition.It's not exactly a fad, but there is a widespread willingness to pay up for a growth story. Classic fundamental analysis takes a back seat. Even negative earnings are ignored. In fact, positive earnings seem to be a limiting measure, producing the question, "Is that all you've got?" The preference is a vision of untold riches when the exciting story plays out as expected.
China’s stock markets are some of the largest in the world, with total market capitalization reaching RMB 79 trillion (US$12.2 trillion) in 2020. China’s stock markets are seen as a crucial tool for driving economic growth, in particular for financing the country’s rapidly growing high-tech sectors.Although traditionally closed off to overseas investors, China’s financial markets have gradually been loosening restrictions over the past couple of decades. At the same time, reforms have sought to make it easier for Chinese companies to list on onshore stock exchanges, and new programs have been launched in attempts to lure some of China’s most coveted overseas-listed companies back to the country.
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