传统经济学认为股市是经济的晴雨表。不过在中国,这一原理往往不生效,股市的涨跌和经济的脉搏有时出入极大。一个很重要的原因是中国的宏观信息透明度低,统计数据的公信力不高,这往往会加剧市场的波动,造成市场反应迟钝。因此,很多宏观经济分忻师不是仅仅通过“盯数据”来了解经济走势变化,还会参照政策环境等因素把脉宏观经济动向。同佯对于企业来说,也需要依靠准确可靠的数据来应对市场风 Traditional economics believes that the stock market is a barometer of the economy. However, in China, this principle often does not take effect, the stock market ups and downs and the pulse of the economy sometimes go great. A very important reason is that China’s low transparency of macroeconomic information and the low credibility of statistics have often aggravated market volatility and caused the market to become unresponsive. Therefore, many macroeconomic analysts not only understand the changes in the economy through “stare data” but also take macro-economic trends in the light of the policy environment and other factors. The same paradox for enterprises, but also need to rely on accurate and reliable data to respond to market winds