梁頌恆政經：撤辣！咁之前買家都係負資產！發債還不了！被逼放棄聯繫匯率 好廢！陳茂波！係唔係讀商科S巧得啖笑！個個月放煙火 同元朗圍村燒炮仗有咩分別 點解唔見國安預算 #Lucy連線

Let's talk about the chili first Because it is related The government cut the chili Sze Wing-Ching was making a fuss Asking the government to cut the chili In the end, it was really cut I think everyone may have a question Why did they cut the chili? Did they want to stabilize the price? Because the price has fallen to the level of 7 years ago If you are talking about Hong Kong If you think about it, the people who bought the property in the past 7 years Most of them have become rich So it's pretty bad So I think the reason why they cut the chili today It's obvious They want to stabilize the price Sell ​​land and help Is it a return to the era of speculation? The market is closed all day Or how to say It seems that everyone is looking forward to its effect Actually everyone Let's use some logic to think about this matter When did the chili start? I didn't remember it was around 2011-2012 The so-called chili started Originally, it was to suppress the activities of the fire To make the housing price At that time, the housing price in Hong Kong was already The most difficult to bear housing price level But after adding chili Everyone found that for 10 years In fact, the housing price did not fall particularly On the contrary, it rose sharply If you add chili Did not cause the housing price to be suppressed Why do you think that if you cut the chili today The housing price will fall back? To a certain extent In fact, that matter should be irrelevant That is to say, it has nothing to do with it That is to say, chili and housing prices There should never be anything to do with it I think the relationship is relatively high In the end, it's just a few things Are people buying houses in Hong Kong? The first is that the population is increasing The average population is increasing or decreasing Then everyone's confidence in this place If you are new to Hong Kong Do you want to rent a house or buy a house? If I am here, I will buy a house If I plan to stay here for two years I will leave Then I will rent a house It's reasonable, it's human nature So what about people all over the world? In the end, it's all about people Because people have to live in a house You don't have to live in a house So what is the confidence of people in Hong Kong? As long as this thing is not recovered In fact, I can't see the housing price Whether you cut the chili or not The housing price will have the space for rebound On the contrary, I think it may stimulate some exchanges Because you will increase the supply After you cut the chili Some of the original locked goods can be taken out I don't have to pay for the drinking water In addition, there may be some people Because the original chili was there I have to pay one more Now it's just the right amount That's OK Will there be such a situation? Make the exchange a little weak May be But if it is more than a few months In fact, there is no exchange You often look at the weekend ten big deals There is no deal Yes, now there may be some deals But you said the price is Whether the supply increases faster Or the demand increases faster I can't say But in the long run, the basic factors are also moving So it's not like there will be a big rebound Did the people who bought the house say that they became negative assets? Already negative assets Buying a house within 7 years In fact, if your supply level is not too If your supply period is not too long If it's not too short It may already be negative assets Because your property price has fallen back to the level of 7 years ago So if you have a long supply period You may be paying a lot of interest at the beginning Now you want to buy a house You have to pay money to buy a house So now it's like chili As a matter of fact, it will be taxed less It is now said that the property tax It used to be 1.6 billion in 1000 years Now you see it closed Go back to the end of March this year The land income is only 194 billion Less than 600 billion less than the original budget So now the infrastructure income is also less than 350 billion So now he has chosen this After cutting chili It's no good for the economy, it's no good for Hong Kong's recovery Is there any benefit to its recovery? It's uncertain His original budget should be You cut the chili The real estate agent will help you sell the land Then it will be better I don't know if it's more or less But if you look at the whole financial budget of Chen Hebo He didn't think about solving the problem It's basically four words Debt debt How much did you lose that year? Then you have to pay a lot of debts He paid 6,200 gigabytes in 5 years It is the most in the history of the government The most in the history of the government There is another problem Today, no matter how you say it, it is still in a high-risk environment Hong Kong government bonds In fact, there is no attraction The US government bonds for 10 years 4A3 If the Hong Kong government gives me a 10-year bond again How much money do you want to give me? Hong Kong government bonds for Hong Kong dollars In fact, it is a dollar debt Because Hong Kong dollars and US dollars are linked If you want to return Hong Kong dollars to me In fact, you have to have US dollars in the bank If you are like this Then the US government should be the safest debtor Because he is the one who is still printing money He must have money to return to me As long as he hasn't eliminated the country OK, he has no risk 4A3 10 years If you talk about 3 months, it's 5A If the Hong Kong government wants to borrow the same period 10 years Maybe you have to give a 4A3 Add a risk premium The risk premium of the market may not be able to go In the end, you have to go to the market to attract It has to go to 7A8A All institutional investors will tell you 7A8A is not enough in reality Because if you look at some American tech giants For example, Apple, Microsoft Or everyone imagines In the future, there will still be a pile of Hong Kong and Hong Kong And a pile of tech giants with a lot of cash Their company bonds are actually of the same level Apple is safer than the Hong Kong government At least Apple is making money The Hong Kong government is losing money Right? Do you think Apple will close first? Or the Hong Kong government will close first? I'm sure Apple will close later than the Hong Kong government So 7A8A may not be enough But let's take 7A8A first 7A8A is not enough for the Hong Kong government Right? Just now I said 5 years is 6200 billion 7A8A means one year 7A8A is not enough for the Hong Kong government Just now I said 5 years is 6200 billion 7A8A is not enough for the Hong Kong government The police force budget is HK$27.8 billion Does this include the National Security Bureau? This figure has increased by 7% I'm not sure if it includes the National Security Bureau I have to look at the figures But I think the National Security Bureau is split Why? The National Security Bureau At the beginning The police force budget was HK$6 billion What did you say? Fireworks? He said fireworks He used the word Chen Laobo But I forgot it was the same thing He specifically corrected people Fireworks are cheaper than fireworks Can you imagine what it's like to set off fireworks once a month? In fact, I remember when I was in 4th grade When I started to read Econ When I got the book I think the first few months I had already started teaching The law of diminishing The World Cup Why is the World Cup so attractive? Why is the whole world getting drunk at the World Cup in that month? Why is the U.S. Cup so touching? Because it only happens once every four years If you hold the World Cup every month it won't be expensive Hongkongers… Or I can use the Chinese saying It's expensive because it's expensive I don't know if Hongkongers have thought about this or not Anyway, they are going to set off fireworks this month Setting off fireworks will attract people depending on the frequency of fireworks The more frequent, the less On the other hand, if it's 10 billion, it's not like Sydney Sydney's fireworks are very famous It's a bit similar to Hong Kong There's a sea outside the city centre If I spend more money to study how to hold a good fireworks show as a city to attract tourists Is it possible? It might be possible But on the other hand, if it's 10 billion, it won't work In the end, it becomes basically no one will come That's it In fact, I've already read the economic theory of China 4 Why? I don't know if it's because I studied business yesterday If you study business, you should know But I don't know how to come up with such ideas Now I see the difference between fireworks and fireworks Fireworks are non-air-resistant Fireworks are high-air-resistant Fireworks' frequency might be higher The explosion is pushed by fireworks I don't know what they mean by fireworks I feel like it's a firework in the park But no matter how you put it I think it's a low-cost way Every month, there will be fireworks Right? In fact, if you think about it If you run the budget once Whether it's New Year or any other time If you run a show like this If you do it well It will naturally become an event that is attractive On the other hand Every month, there will be fireworks It's the same as in Yuen Long Every day in Yuen Long, there will be fireworks Am I right? It's very popular in the US I don't know if you've seen it On President's Day or Christmas or Thanksgiving There will always be fireworks in the park There will always be fireworks in the neighbor's house Yes, there will always be fireworks Do you think it's attractive enough that I have to drive there to see it? No way! That's it If you do it well There is no benefit at all These $10 billion will be thrown into the sea Or it will benefit some prosecutors Right? It's just a benefit transfer Some prosecutors are friends with the government So they will get the $10 billion That's it Let's talk about You didn't increase the consumption tax and the high-ranking officials in the Legislative Council didn't get a raise That's outrageous To be honest Hong Kong's current salary hasn't dropped So it's not at its worst That's why Hong Kong's economy isn't at its worst You may feel it's bad But it's not the worst What's the worst? The cost of living The high salary That's the worst If you look at all the economic cycles This is the worst What has the Hong Kong government done? Inputting quotations, patents What kind of people are those patents? Li Rongji's daughter It's a patent plan Look at those patents And What kind of industry are those patents? Is it really that professional that Hong Kong has to input quotations to find them? I don't think so I don't see any talent in the Hong Kong industry that can be found In fact It's just a political mission I don't know the economic reasons Because China's population is so high Hong Kong's population is so low How can I recruit people? Or is it a plan to increase the population? In the end, I have to recruit people But those people have to eat and live in Hong Kong They have to find a job If no one hires me for $10,000 What do I do? I cut the price to $8,000 Right? If you used to make $10,000 and there's a $8,000 next to it Then the boss will naturally think that way So I'll find a cheaper one In the end, the inevitable result is that the unemployment rate will rise And then the salary will fall Because your labor The labor population is constantly increasing And there is no increase in jobs There is no increase in job opportunities Because job opportunities Hong Kong's economy is very prosperous There are more job opportunities There are many businesses and businesses So more people have to hire people But Hong Kong is not like that In the end, people keep coming in I don't know what kind of people Li Longji's daughter just went in There are still many Li Longji's daughters What are they doing? That's a big problem So why did I say at the beginning that Hong Kong people are in this situation It's very dire The worse is coming I'm talking about the economy Yes, the worse is coming It's not about whether the 23rd of August will be held or not Those are the last political missions But this government basically has no measures that can actually save or help Hong Kong's current social situation and economic situation On the contrary, the many actions it takes will actually cause a big fight So at this time I think the four words are self-improvement The three words are not to die We have to preserve our own strength When the opportunity comes We will make some more plans So if there is anything to do related to the budget Don't buy it Look for better investment opportunities Every investment is your bullet Use your bullets to shoot at better investment products Maintain your own profit Try to create more income in your field of work