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资本市场是有泡沫,但最大的泡沫在实体经济,主要表现为产能过剩。如果不把过剩的产能消除掉,价格起不来,企业经营会很困难,经济就会长期低位运行中国经济走到了今天,不靠创新,已经走不下去了。从过去一两年里的宏观数据里不难发现,经济的增长速度是在不断地放慢。虽然统计出来2015年一季度、二季度的GDP全是7%,但电力的指标、运输货运量的增长率和企业的层面等各方面的情况都很清楚地告诉我们,经济正在衰退。
The capital market is a bubble, but the biggest bubble in the real economy is mainly the overcapacity. If we do not eliminate the excess capacity, the price will not rise, the business operation will be very difficult and the economy will run low for a long time. The Chinese economy has come to today and is not relying on innovation. It has gone a long way. It is not hard to find from the macro data in the past year or two that the rate of economic growth is constantly slowing down. Although the GDP of the first quarter of 2015 was 7% of that of the second quarter of 2015, the indicators of electricity, the growth rate of the volume of freight and the level of the enterprises all clearly tell us that the economy is in recession.