凡事最怕联系上下文，_老虎社区_美港股上老虎

不二说价值

2021-06-06

凡事最怕联系上下文，涉及地产的政策，先是集中供地，再是出让金改由税爹代收。

这显然是一套组合拳，是“房住不炒”从口号变为行动的开始。中央知道土地是地方政府的水龙头，在让地方自己控制水量失败后，只能亲自下场去抓开关。

一套组合拳只有两招是不可能的，土地控制权的转变是个逐步的过程，未来还会有配套政策出来。

本以捉襟见肘的地方财政未来该怎么办？真是一场大戏！

$中国恒大(03333)$$纳斯达克(.IXIC)$$拼多多(PDD)$$AMC院线(AMC)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

需要猎人的耐心
2021-07-09
需要猎人的耐心
水滴筹这样的公司能入么？
- 不二说价值:
  这类公司属于动了保险的蛋糕，做的又够不规范国家已经在掐了
- 不二说价值:
  长线看不能短期涨跌我管不了
屷夃
2021-06-07
屷夃
是REITS吗
- 不二说价值:
  提的好 REITS可能是中央的一种妥协，地方未来基建的一个融资渠道。这个时间点很巧
蔷薇花开不开
2021-06-07
蔷薇花开不开
地产股会怎么走？
- 不二说价值:
  短期影响不会太大吧土地这块钱给地方是给给中央也是给
管好自己不要瞎积极
2021-06-10
管好自己不要瞎积极
没罩就更好了
- 3736c685:
  没罩
刀锋战士阿尔法
2021-06-10
刀锋战士阿尔法
地方烂，女人靓，你说到底干不干？
好事连轴转
2021-06-10
好事连轴转
配图💯分

发表看法

132

549

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