2018恆指大牛市與中國地方債

I am very thanks your goodest english

愛巴諗為今之調整會去到幾時呢？

我認為三月中便會完結

Sorry I am recently in Hebei, I got very limited internet access here, even I go to hotel, I need to go police station to register first, then check in.

I even lost my Chinese typing here, I use Q9

As you see, adjustment end again, people now think trump just leverage his bargaining technique, it create wave for short term investment.

Please focus on Trump's twitter, it will tell you more

Okay. Thank you very much. I am appreciate your reply as you in Hebei.

I am very thanks your goodest english

回來了，回家真好

愛巴, 請問點解讀哩單news? 係咪可以理解為後市升勢訊號?

1. m2 增長8.8%, 係對比上年2月尾?咁多左又即係點?
2. 新增人仔貸款8393 即係大陸銀行一共借左咁多錢出去? 借得越多就代表經濟越活躍, 市況越好? 有無理解錯?
3. 社會融資規模又即係點? 應該點理解?

愛巴，welcome back

講下河南見聞黎聽下？霧霾勁唔勁？煤轉氣效果如何？成日聽講裝完氣管後但冇氣供到，又係要用返煤

我去既係河北，果邊氣氛好緊張，因為開兩會

半夜去到酒店，叫我地去派出所登記，去到派出所，成班公安打緊PUBG，然後話回鄉証佢地都無資料，叫我地去戶口部，但戶口部又關左門，差D要訓街

果邊而家好多燒煤都轉左做電爐，但個天一樣灰，果邊既村民話，成個冬天都無見過太陽

另外，Trump今次對鋼鋁制品既關稅，其實對中國影響好細，因為幾年前開始，中國出口去美國既鋼鋁制品已經少左好多，Market好細好細，今次Direct Impact反而係佢既盟友，呢一句Statement，係由Top 5鋁企親口講

好撚攰好撚攰

愛巴 orz

1. M2增長8.8%, 係對比上年2月尾?咁多左又即係點?
不是，係對比1月，M2 = 印銀紙數量

2. 新增人仔貸款8393 即係大陸銀行一共借左咁多錢出去? 借得越多就代表經濟越活躍, 市況越好? 有無理解錯?
是等如2月共借出8393億，借貸增長=槓杆已去=經濟活躍

3. 社會融資規模又即係點? 應該點理解?
融資 = 借貸 + 供股

息口唔可以keep高, 因為會影響股市同樓市, 所以寧願犧牲港匯

愛巴。介唔介意問個觀點。前幾日我仲見你好堅持話下半年會機會大股災。而加又見你大牛市？
媽呀。好亂呀

我觀點已變了
1月果時仲覺得年尾有得衝
2月開始就收翻下半年有得衝，要睇定D