中国短期是通缩风险,长远则是通胀风险。
国内面对的一大问题是解决巨大的资产泡沫和债务。用通胀稀释债务可能是不得已的办法,所以我觉得大量持有现金风险很大。
本帖于 2023-08-20 15:14:34 时间, 由普通用户 whaled 编辑
中国短期是通缩风险,长远则是通胀风险。
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