不要期待中美經貿對緩和衝突有過高期望 - 股票
By Puput
at 2020-08-04T03:44
at 2020-08-04T03:44
Table of Contents
美國大選是接下來的中之重。
中美之間雖然放話頻頻,海上動作不斷。
其實,都只是虛張聲勢!
中國內部水災,疫情,糧荒都無法自理的情況下,跟美國打就是直接死。
美國自己疫情沒壓低之前,也不可能真打。
中共很明顯地,開始要撐炒股市,先搞表象。(別以為韭菜漲得夠高)
等水災過去,灑幣大動員搞重建及民生
(你會看到各項經濟數據爆升)
大陸人民又會開始:相信政府~
此時,才可能會想要真打(不過機率還是低)但,要打之前,習近平自己的反對勢力還是需要
清除乾淨,不然他也會猶豫。
美國這邊,疫情壓低之後,川普就會當選。然後會噴一波慶祝行情。
選前可能會壓低美股指數,以後才好拉。
要對中共進行真正的動作,美國都會等選後自身政局穩定後,才出手。
目前就是協調各個盟友,慢慢到處剪除中共的外部力量,限縮中共的觸角範圍的階段。(菲
律賓正在討糖,印度已經加入,南韓一定歸隊,北韓一定裝死,美蘇可能會暗自有協議,歐
盟必須挺美(沒看到簡單的撤軍老大德國就哇哇叫?))
台灣這邊,基本上全球(除了中共)共識就是台積電不可被犧牲,不然依科技而生的資本金流
會忽然停滯,會導致全球經濟大回檔。此外,若台灣被拿下,中共可獲得不沉的航空母艦..
.這是各國不想要的結果(特別是美日韓)。
台灣配合美日封鎖海空領域即可(其他美國盟軍也會亂入,如印度)。中共根本無法進行陸地
戰。故台灣有機率會參加類似的聯合演習。
結論:
中美貿易戰會繼續開打(開打到最激烈不可收拾就會小熱戰),不過不是發生於美國選前。
PS:如果全球疫情結束之前,身為罪魁禍首的中共到處討打架,他應該會直接被圍攻至死。
--
中美之間雖然放話頻頻,海上動作不斷。
其實,都只是虛張聲勢!
中國內部水災,疫情,糧荒都無法自理的情況下,跟美國打就是直接死。
美國自己疫情沒壓低之前,也不可能真打。
中共很明顯地,開始要撐炒股市,先搞表象。(別以為韭菜漲得夠高)
等水災過去,灑幣大動員搞重建及民生
(你會看到各項經濟數據爆升)
大陸人民又會開始:相信政府~
此時,才可能會想要真打(不過機率還是低)但,要打之前,習近平自己的反對勢力還是需要
清除乾淨,不然他也會猶豫。
美國這邊,疫情壓低之後,川普就會當選。然後會噴一波慶祝行情。
選前可能會壓低美股指數,以後才好拉。
要對中共進行真正的動作,美國都會等選後自身政局穩定後,才出手。
目前就是協調各個盟友,慢慢到處剪除中共的外部力量,限縮中共的觸角範圍的階段。(菲
律賓正在討糖,印度已經加入,南韓一定歸隊,北韓一定裝死,美蘇可能會暗自有協議,歐
盟必須挺美(沒看到簡單的撤軍老大德國就哇哇叫?))
台灣這邊,基本上全球(除了中共)共識就是台積電不可被犧牲,不然依科技而生的資本金流
會忽然停滯,會導致全球經濟大回檔。此外,若台灣被拿下,中共可獲得不沉的航空母艦..
.這是各國不想要的結果(特別是美日韓)。
台灣配合美日封鎖海空領域即可(其他美國盟軍也會亂入,如印度)。中共根本無法進行陸地
戰。故台灣有機率會參加類似的聯合演習。
結論:
中美貿易戰會繼續開打(開打到最激烈不可收拾就會小熱戰),不過不是發生於美國選前。
PS:如果全球疫情結束之前,身為罪魁禍首的中共到處討打架,他應該會直接被圍攻至死。
--
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