美国股市的反映说明市场并不担心“两房”退市的问题,因此国内投资人也不用过于担心“两房”债券是否会给国内银行带来损失。我们需要担心的,是国家投资的债券部分——人民币对美元升值使得我国的美元债券的账面兑换损失不断增加。也许到了该开放中国的民间对外投资的时候了。 The reflection of the US stock market shows that the market is not worried about the issue of delisting of the “two rooms.” Therefore, domestic investors should not worry too much about whether “two-room” bonds will bring losses to domestic banks. What we need to worry about is the bond part of the state investment. The appreciation of the renminbi against the U.S. dollar has caused a continuous increase in the book exchange loss of our country’s U.S. dollar bonds. Perhaps it is time to open up China’s private investment abroad.