【最新上傳火爆版】羅家聰：中企急囤美金？樓債燒到金融 老拜登勇武貿易戰 KO習冇招架力？習大救爛尾樓 越救越衰 #Lucy連線

Surrounded, there is not much silence No matter what the US does, this matter must be dealt with The US Secretary of State is still in the room at night Dr, you have said twice on our channel He signed a letter of threat to the CCP When he returned to the US, he kept talking about China's disaster He talked for a whole week Now everyone is speculating whether the Sino-US trade war is going to start Is it going to start? Because the US Trade Representative Should start the war Because before he returned, his statement had already changed When he first landed, he was very polite He thought he would talk when he arrived But in fact, when he left, he had already changed his mind Because I think the US has already predicted It is expected that the mainland will be able to support If you can support He has to go through the procedure The so-called procedure is called He has to do a lot of things For example, if he comes to talk to you Don't say he hasn't talked to you He has come to talk to you He has invited you to talk to him After the talk, you don't want to Then he may have prepared a set of things You are good, the evidence is good Then he will go to work Of course, these things may also be taken by the WTO There are news reports that have been said And he is now at the level of Daqi Has been handed over to the technical officials to do things In fact, it should be action If you look at it from this point of view The signal on the mainland is very clear Because these days you see There are some foreign spokesmen coming out Is to criticize back If you criticize back, you don't plan to punish If you don't plan to punish, don't move In fact, I think This time the U.S. cut a knife This is inevitable But how big the knife is It seems to be in the field of the past It's not the first time that the miners have been taxed I think it's easier to deal with Because the U.S. has done it before You have been beaten by him But if the first knife is cut The family may not have a statement Because the reaction is not ideal I believe there are still second and third knives If you come again If he goes down to some really important areas He is now playing cards It will be relatively difficult for you to pay the price And I guess In fact, this may also be a bit targeted Because, for example, Tesla went to the mainland to produce After making it, it was sold at a low price In fact, some American senior officials It doesn't look good If a U.S. company goes over there It's like a finger biting So if you work in the field of electric vehicles You can see that Tesla's stock price has dropped by half From beginning to end This is obviously the U.S. I think it's not just targeting China Also targeting this type of company There was a trade war before The U.S. fought alone against the CCP Now I really see the U.S. and the Western camp It seems to be united Will this fight feel like You are right, he learned Because last time Trump did it himself Because Trump didn't just hit China All of them Trump's method at the time was the same as now In short, the surrounding enemies are also enemies But now you see Biden is a little smarter He is pulling other Western friends together Even some friends in Asia who belong to the West Pulled together It's really a siege Surrounding you There is not much left Let him circle around So if you fight like this The effect will be a bit different from that year If you say Fight alone A vs B Of course there is also CDEFG There are many countries like this Can be cut off by you Through the third party Exit At most the cost is higher But if you surround Basically buy the market When it is monopolized by the U.S. or U.S. friends Then it's hard for you to face I don't know where your stuff is So you really can't get out So the CCP doesn't know how to bargain There was a message in the news last week There is nothing to bargain about Now the only thing he wants you to do Don't negotiate I think it's the amount You have to restrict Otherwise, you have to adjust the price Adjust it, it's like What is it? Tax It's his tax If you adjust the price yourself You take it yourself But In either case In fact, the amount of export is reduced It's up to you to control Just press the amount Or by price Either raise or lower the tax Or you sell it yourself The motive is also very clear The U.S. in the general election Even he has to protect his dignity You can see it yourself It's starting to get a little sticky To protect or even stimulate This is not just the U.S. election You know this year is the election Many Western countries are also elected this year Since everyone is four-letter When it comes to elections Let's work together This is relatively easy to talk about So everyone is on the same line For the CCP It's bad news Especially Don't be so happy It's bad news for them It may not be good First, the global inflation will return Because If he really reduces the amount Or raise the price or lower the tax In fact, if you do this It's not good for you The West has to face the inflation pressure This is the first Second, he is already poor If you force him to jump off the wall He is like a Russian You don't know what he is doing For the time being It's rational You force him When he does something out of control In fact, it's also bad I think he is now As far as possible In the field of national security Some targeted Items to do things If you really Like Trump Do it all over I don't know if Trump will play his old game If he alone The mainland is not afraid of him But if you pull the West Do it all over I don't think the rest of the West will follow Even if the United States Do it all over There are political obstacles Even if he can do it The mainland's reaction is very big You don't know what he is doing A lot of things are more difficult For me I don't think everyone in the world has any benefits You can also see Now it seems that the mainland wants to push A nationwide company to acquire South American properties So now Xi Jinping said that the number of years is still changing At that time, China also had some Economic policy Still changing Forcing to tear down the property Give some new I don't know if it's new If you build it well, give it to others But if you don't build it well I don't know how to communicate This is a bit of a headache Now there are many Developers have no money A lot of reasons Can't pay Even if you build a lot How do you live Now the whole You have to collect Not so fast Began to aspire to do this What kind of insurance But even if I let you do it It's okay to tear it down First There are really a lot of vacancies Unless you really tear down enough properties So that's about The vacancy can be A little bit Your vacancy may be Counted by double More than 100 million people may have 300 million I don't know how much to tear down Second This way The house must be down Because if you talk about what Security That is, Hong Kong's public housing Or cheap Throw it out First of all, the amount is large If the amount is large, the price must be bad When the price is not good I don't think You can handle the property market Other areas can handle Everyone's house If it falls like this, the wealth will shrink Assets will evaporate As a result, it is poor A big poor Equivalent to 1997 The problem of negative assets Then you have this Our experience in Hong Kong You can see that there are a few years So In his case It won't work for a few more years But his house is much bigger than Hong Kong So It may take a while How to look at Chinese enterprises Collecting US dollars They are worried that the people will be depreciated If the amount is so large Collecting US dollars What impact will it have on Chinese people? He didn't collect US dollars In case Really need Depreciation pressure Hello, Dr. Yes Bankers are worried Morgan Stanley, an American investor He has invested in the Asia-Pacific region To fire 50 bankers In fact, Hong Kong and China Occupied 80% Why did China and Hong Kong Occupy so much? And what does this fire mean? Such a big bank If you fire a few dozen people To be honest I don't know But In Hong Kong You can see Many people say business is not good It's the same as the business world Naturally Banks are serving the business community Actually business will not be good May be worse in mainland From the perspective of US For example, China and Hong Kong Doing business Of course, if there is no business, they will make trouble Especially those from the US The whole department is going to kill you if you are not careful If you are a wise person, you might be a little bit scared In this environment, you can see that the United States is also starting to have a big economic period People are starting to move. In fact, Hong Kong, especially if there is no business I don't think it's strange that there are dozens of people moving Also, for the time being, you can see that it is only moving in April It seems that it has passed the end of March and got a red The approach may be a bit more appropriate And now in this situation, usually you know that after getting a red, you will turn to work It may not be very difficult to find it again The unemployment rate is not too high for the time being, it is still low But you have to look at the environment In this environment, when everyone is doing their job Even if you can find it, you may not be able to find it in Hong Kong, you may have to go a little further The U.S. State Department has set up a list of Chinese stocks that have not been listed I also know that the U.S. has placed more than 100 or 200 Chinese companies On the list of names Now I see that the members of the U.S. Nationalist Party Also from the Executive Directorate of the Securities and Stock Exchange Asking them why Chinese companies Chinese official companies can still be listed in the U.S. Now they are chasing it They have to face it, or Trump will become a tyrant How does the situation look like when Chinese stocks are listed in the U.S.? I think this is also very correct Because in fact, it was said a few years ago that the U.S. companies were forced to leave When the U.S. stock market kept rising In fact, there are really a lot of Chinese companies who came to the U.S. In this process, no matter what you say, how much money did you get? It depends on which one you are If you say those in the mainland In the U.S., there is no excuse to drive you away If you do some general business, retail You can get a number or a result But if you say those who are relatively sensitive Especially those who have tried some technology or high-tech Communication, especially these Then they will be put in a corner Because now it is obvious that it is a blockade If it is a blockade, it will be a whole line of blockade If it is a whole line of blockade, you will naturally go up to the market to draw water It should be done Of course, if some so-called sensitive areas It's not convenient for you in the mainland Or don't want to give so much information to the U.S. I don't think it's just the U.S. Many Western systems are also expensive You have to hand over the whole set Secretly If you don't want to take it out When you don't want to take it out, you just leave If you don't leave, it's not very effective to stay here In the end, it may not necessarily have a very good ending For example, you have some people who are now in the market When your fund or other investors are really worried about this risk Won't sit for a long time Or the number of shares will not be large Then your stock price will be suppressed In fact, even if the procedure is not in place It's obvious that you have to leave If you already have a list on the net In fact, the impact on the stock price The impact on your ability to invest has already appeared So yes Now we can see that some official enterprises in China Have fallen by 21%, down by more than 20% In fact, they also said before These Chinese stocks will be listed in Hong Kong In fact, if they are listed in Hong Kong now You don't think the prospects will be too good, right? Because the IPO magazines in Hong Kong, etc. are relatively bad Very bad, very bad If you come back to Hong Kong now I think the effect is not very big, to be honest In Hong Kong's market, if the price doesn't go up What will you do? You come here, everyone will not necessarily buy If everyone doesn't buy You can see that there are a lot of IPOs in the past In fact, it's not enough to come here There are really few IPOs Even the people next to you have come here In this case I don't think it has any practical effect It's just that you were forced to leave Then you fell to the ground and picked up a bunch of sand and came back It's called having a position That's why Everyone can see that the market in Hong Kong The market is actually very bad Compared to 2007 or 2018 More than 30,000 points Only half The whole market If your stock market is only half In fact, the market value is only half When it's only half Many markets have conditions, have funds Those have been put in, have been locked I can't see It's so easy to have some new funds Or a large amount can be collected In fact, it doesn't make much sense to go to the market You just said International financial institutions In order to expand China's state-owned banks The credit rating expansion Must be adjusted for stability What does this mean? In terms of financial risks to China Financial institutions never need to be too Observe their views Because They have always been behind the scenes After the tsunami Everyone knows Unless Western companies Really have to look at the rating But Those in mainland China don't do that So The western rating of the mainland bank In fact, it doesn't make much sense You adjust it to negative Then find some Find your own rating But In this way It is also possible To see the mainland That is The problem of real estate debt Begins to spread to the financial sector This is also expected Because you have been In series So far Although you say The news is not so frequent But The recent data reflects You say The price of real estate Or the sales of real estate It can be seen that there is really Big changes In fact, it is getting worse So I think In a situation that is getting worse You can only believe That the matter Has not yet resolved It's not enough When it hasn't resolved It will spread to the financial sector There is a big chance