r****r
发帖数: 378 | 1 请教中国为何不能不买美国的国债，外汇不能投资国内企业吗?
买了美国国债就会亏
国内中小企业发展不起来，还要去国外融资
国家的外汇储备不能扶持投资国内的中小企业吗?
仅仅迫于美国的压力还是有别的什么原因?
谢谢 |
s****i
发帖数: 2993 | 2 You can't spend foreign money inside china. |
M*****8
发帖数: 17722 | 3
...................
No, actually you can, if
1. the government allows it, and
2. businesses also accept it.
But there are no benefits for any
government to allow this, and most
businesses don't like inconvenience.
Exception occurs when local currency
depreciates too rapidly, as happened
in Zimbabwe.
【在 s****i 的大作中提到】
: You can't spend foreign money inside china.
|
d*b
发帖数: 21830 | 4 因为中国有外汇管制。
企业卖东西给美国人，企业拿到的美元进入中国时被强制换成了人民币，这样，政府手
里就有了多余的等值的美元。如果把中国比作食堂，这部分美元就像钞票，而人民币就
像是饭票。
现在的问题是，这个食堂越做越大，外面一块钱一个馒头，里面只要一毛饭票就可以了
，这样饭票也越来越吃香，这样无数人进来吃，把周围整个产业全挤垮了。
于是，饭票就有了跟钞票一样的地位，本来饭票只是钞票的替代品，但现在饭票可以当
钞票一样用了。
食堂的手里本来一分钱就成了2分，食堂狂印饭票，拿饭票到附件买大米猪肉，
再把多余的钞票借给周围的吃客，让他们挤垮附近的饭店。
接下去的故事就不用我说了。反正，总有一天饭票跟钞票一样硬通。。。
【在 r****r 的大作中提到】
: 请教中国为何不能不买美国的国债，外汇不能投资国内企业吗?
: 买了美国国债就会亏
: 国内中小企业发展不起来，还要去国外融资
: 国家的外汇储备不能扶持投资国内的中小企业吗?
: 仅仅迫于美国的压力还是有别的什么原因?
: 谢谢
|
M*****8
发帖数: 17722 | 5
....................
当然可以不买国债，买别的东西，
例如其他金融物品，包括股票，
期货，其它货币，贵金属，等等。
但这些其它金融物品，价格波动大，
风险和机会也相对比债卷大的多。
这就需要高超的操盘本事去应付。
但在操盘能力和金融市场预测方面，
中国根本没人才没技术，基本是反指。
所谓反指，就是买高卖低，输钱亏损。
【在 r****r 的大作中提到】
: 请教中国为何不能不买美国的国债，外汇不能投资国内企业吗?
: 买了美国国债就会亏
: 国内中小企业发展不起来，还要去国外融资
: 国家的外汇储备不能扶持投资国内的中小企业吗?
: 仅仅迫于美国的压力还是有别的什么原因?
: 谢谢
|
f**k
发帖数: 15238 | 6 货币渗透不是个办法
再多也是买的印刷品
【在 M*****8 的大作中提到】
:
: ....................
: 当然可以不买国债，买别的东西，
: 例如其他金融物品，包括股票，
: 期货，其它货币，贵金属，等等。
: 但这些其它金融物品，价格波动大，
: 风险和机会也相对比债卷大的多。
: 这就需要高超的操盘本事去应付。
: 但在操盘能力和金融市场预测方面，
: 中国根本没人才没技术，基本是反指。
|
s**********a
发帖数: 3273 | 7 There is no other market big enough to absorb the huge trade surplus.
I say it again -- no other market except US Treasury.
If you have even a little common sense about the size of different
financial markets, you won't say any of these naive words.
【在 M*****8 的大作中提到】
:
: ....................
: 当然可以不买国债，买别的东西，
: 例如其他金融物品，包括股票，
: 期货，其它货币，贵金属，等等。
: 但这些其它金融物品，价格波动大，
: 风险和机会也相对比债卷大的多。
: 这就需要高超的操盘本事去应付。
: 但在操盘能力和金融市场预测方面，
: 中国根本没人才没技术，基本是反指。
|
M*****8
发帖数: 17722 | 8
.......................
Only a fool moves all his position at once.
If your volume is 10% or less of daily volume,
it it quite OK, and liquidity is not an issue.
Your ability to buy low and sell/short high is
the only limiting factor.
Just because you don't have the ability or do
not know how to, don't say it is not possible,
because there are others who do it every day.
【在 s**********a 的大作中提到】
: There is no other market big enough to absorb the huge trade surplus.
: I say it again -- no other market except US Treasury.
: If you have even a little common sense about the size of different
: financial markets, you won't say any of these naive words.
|
s**********a
发帖数: 3273 | 9 Right... so you want to run the central bank of a country like
a hedge fund. That's just so brilliant by itself.
your volume is 10% of daily volume and it's okay????
do you really know what you are talking about?
And how do you do it? open an account in a broker? Buy AAPL or whatever
with 10% daily volume and you think any government will let you do that?
Do you know as soon as Hu HINTs China is going to buy some portugal
government bonds, the whole European markets from FX to commodities to
stocks to bonds everything just get boiled? and even US markets follow?
I am so tired of your stupidity and ignorance. As I said, stop your
dreaming in your own imaginary world. Open your eyes and try to
understand the real world.
【在 M*****8 的大作中提到】
:
: .......................
: Only a fool moves all his position at once.
: If your volume is 10% or less of daily volume,
: it it quite OK, and liquidity is not an issue.
: Your ability to buy low and sell/short high is
: the only limiting factor.
: Just because you don't have the ability or do
: not know how to, don't say it is not possible,
: because there are others who do it every day.
|
d*******l
发帖数: 2567 | 10 Explain this,please:
>>>>>>>>>>>>>>
Do you know as soon as Hu HINTs China is going to buy some portugal
government bonds, the whole European markets from FX to commodities to
stocks to bonds everything just get boiled? and even US markets follow?
【在 s**********a 的大作中提到】
: Right... so you want to run the central bank of a country like
: a hedge fund. That's just so brilliant by itself.
: your volume is 10% of daily volume and it's okay????
: do you really know what you are talking about?
: And how do you do it? open an account in a broker? Buy AAPL or whatever
: with 10% daily volume and you think any government will let you do that?
: Do you know as soon as Hu HINTs China is going to buy some portugal
: government bonds, the whole European markets from FX to commodities to
: stocks to bonds everything just get boiled? and even US markets follow?
: I am so tired of your stupidity and ignorance. As I said, stop your
|
|
|
b*******a
发帖数: 675 | 11 经济学基本常识NX=NFI,外贸顺差等于对国外净投资。
因为中国的结汇制度，实际上这个外贸顺差是印成人民币付了工钱或者投资了国内。
结汇的另一面就是中国积累起来的外汇储备，大多投了风险最低的外国债券。
这个债券投资风险小，但是回报有限，而且受制于人。
想投资别的战略性的资源没那么容易，也不是没有尝试过。
你想买高科技产品都不行，人家有出口限制，更别说你想买别人的高科技企业了。
反正具有市场战略价值的东西就别想了，基本不可能。
反观由外企主导的外资进中国来投资，虽然也受各种限制，但却取得了实实在在的财富
各行各业，产业链的各个环节，国外来的投资都获得了成功
而且按现在的趋势是咱们的大门越开越大，别人那边呵呵，最高兴的就是你接着买债券
【在 r****r 的大作中提到】
: 请教中国为何不能不买美国的国债，外汇不能投资国内企业吗?
: 买了美国国债就会亏
: 国内中小企业发展不起来，还要去国外融资
: 国家的外汇储备不能扶持投资国内的中小企业吗?
: 仅仅迫于美国的压力还是有别的什么原因?
: 谢谢
|
M*****8
发帖数: 17722 | 12
The Japanese bought seats (in fact multiple ones)
in all major financial exchanges, as early as the
late 1970s and early 1980s. They can protect all
their trades by using their own member firms.
The Chinese have yet to do this, 30 years late.
Now you complain about being transparent because
all your trades have to go through third parties,
and blame losses on liquidity as a lame excuse.
You're an idiot! Don't blame others exploiting
and front-running you if you're so miserly and so
lacking in foresight and planning as to be stingy
about buying million-dollar one-time-cost exchange
membership seats, and suffer losses in $billions.
People like you are incompetent except for making
lame excuses. If you say you can't I do agree.
But don't assume others are also incompetent and
miserable, because they are not. There are many
firms that move $billions a day and have net gains
of multiple $billions per quarter. That's fact!
I fear for the Chinese masses, if it is people like
you that would be running China's High Finance. It
will be a catastrophe, not by accident, by design.
【在 s**********a 的大作中提到】
: Right... so you want to run the central bank of a country like
: a hedge fund. That's just so brilliant by itself.
: your volume is 10% of daily volume and it's okay????
: do you really know what you are talking about?
: And how do you do it? open an account in a broker? Buy AAPL or whatever
: with 10% daily volume and you think any government will let you do that?
: Do you know as soon as Hu HINTs China is going to buy some portugal
: government bonds, the whole European markets from FX to commodities to
: stocks to bonds everything just get boiled? and even US markets follow?
: I am so tired of your stupidity and ignorance. As I said, stop your
|
b*******a
发帖数: 675 | 13 中国的问题还不是具体什么措施上的问题。
首先在心态上，就已经把自己放在弱者的位置上了（虽然实际上自己确实比较弱）
接受了不对等的市场条件，按流行说法就是买办接轨先富
看看自己国家的公司能去别的国家投资啥，同样的别的国家来的公司能在国内投资啥
这种情况在刚开始改革开放经济发展初期尚可接受，现在已经越来越不合时宜了
【在 M*****8 的大作中提到】
:
: The Japanese bought seats (in fact multiple ones)
: in all major financial exchanges, as early as the
: late 1970s and early 1980s. They can protect all
: their trades by using their own member firms.
: The Chinese have yet to do this, 30 years late.
: Now you complain about being transparent because
: all your trades have to go through third parties,
: and blame losses on liquidity as a lame excuse.
: You're an idiot! Don't blame others exploiting
|
M*****8
发帖数: 17722 | 14
......................
中国在金融的方方面面，
不是单单“蠢”可以形容的。
中国要做什么，就先宣布，
让对手有时间预先布局下套。
美名为“负责任的大国形象”。
而人家米国外国呢？声东击西。
另外，太懒惰不肯建立自己的系统，
还守财奴的不肯花小钱买交易所席位。
结果金融市场买卖都要交给洋人代理。
要买什么，卖什么，外人都预先洞悉。
结果造成几十几百亿的损失，也甘愿。
当然不排除其中有回扣和舞弊加洗钱。
这种不负责任的态度是中国官僚的特色，
宁可不干实事，找各种借口掩饰无能腐败。
【在 b*******a 的大作中提到】
: 中国的问题还不是具体什么措施上的问题。
: 首先在心态上，就已经把自己放在弱者的位置上了（虽然实际上自己确实比较弱）
: 接受了不对等的市场条件，按流行说法就是买办接轨先富
: 看看自己国家的公司能去别的国家投资啥，同样的别的国家来的公司能在国内投资啥
: 这种情况在刚开始改革开放经济发展初期尚可接受，现在已经越来越不合时宜了
|
M*****8
发帖数: 17722 | 15
.....................
越是无能的掌权，他/她越忌有本事的。
而有本事的也不会犯贱去给无能的迫害。
所以腐败的体制就物以类聚的恶性循环。
这情形全世界都有，只是国内更严重。
外国人也说了：
"First Class Hire First Class,
Second Class Hire Third Class。"
【在 b*******a 的大作中提到】
: 中国的问题还不是具体什么措施上的问题。
: 首先在心态上，就已经把自己放在弱者的位置上了（虽然实际上自己确实比较弱）
: 接受了不对等的市场条件，按流行说法就是买办接轨先富
: 看看自己国家的公司能去别的国家投资啥，同样的别的国家来的公司能在国内投资啥
: 这种情况在刚开始改革开放经济发展初期尚可接受，现在已经越来越不合时宜了
|
s**********a
发帖数: 3273 | 16 Your point is clear: I say you can't do it and you say that's because
I am not good enough. You don't have to repeat this again and again.
Maybe God is good enough. You can let God do it as far as I know. Good
luck to you. I am done with you.
For anybody else reading this:
If you really care what is right and wrong, what can be done and what
cannot be done, go talk with somebody who has real world experience
in global financial markets, read some history and learn econ 101 at
least.
FYI: I sit in the center of Manhattan and my job is a financial
derivative consultant with all my clients in the big banks and hedge
funds. I have a MS degree in Economics. 80% of my friends work either
on the Wall Street or in funds or banks in China. (I am not in
Manhattan right now if you bother to check IP since I am on a
business trip in Canada. You can check back next Monday if you
want.)
Now you MB80528, sitting somewhere in Bay area, being most likely
an engineer in some IT company, don't try to tell me what can
and cannot be done. The only reason I am even wasting my time with
you is I hate to see an idiot fooling around.
【在 M*****8 的大作中提到】
:
: .....................
: 越是无能的掌权，他/她越忌有本事的。
: 而有本事的也不会犯贱去给无能的迫害。
: 所以腐败的体制就物以类聚的恶性循环。
: 这情形全世界都有，只是国内更严重。
: 外国人也说了：
: "First Class Hire First Class,
: Second Class Hire Third Class。"
|
d*******l
发帖数: 2567 | 17 日本的外汇怎么处理的？
【在 b*******a 的大作中提到】
: 经济学基本常识NX=NFI,外贸顺差等于对国外净投资。
: 因为中国的结汇制度，实际上这个外贸顺差是印成人民币付了工钱或者投资了国内。
: 结汇的另一面就是中国积累起来的外汇储备，大多投了风险最低的外国债券。
: 这个债券投资风险小，但是回报有限，而且受制于人。
: 想投资别的战略性的资源没那么容易，也不是没有尝试过。
: 你想买高科技产品都不行，人家有出口限制，更别说你想买别人的高科技企业了。
: 反正具有市场战略价值的东西就别想了，基本不可能。
: 反观由外企主导的外资进中国来投资，虽然也受各种限制，但却取得了实实在在的财富
: 各行各业，产业链的各个环节，国外来的投资都获得了成功
: 而且按现在的趋势是咱们的大门越开越大，别人那边呵呵，最高兴的就是你接着买债券
|
b*******a
发帖数: 675 | 18 日本成功和失败的经验都有，以前买了美国的房地产结果爆亏
但像索尼和丰田这样的公司现在在美国的投资应该算挺成功的
还有以前布局国际铁矿石资源也是成功的经验
【在 d*******l 的大作中提到】
: 日本的外汇怎么处理的？
|
x*********g
发帖数: 11508 | 19 日本的外汇储备总额比中国少多了，但是日本持有的美国国债数额，跟中国差不多。
以前中国第一，日本第二。最近中国减持日本增持，变成日本第一中国第二了。中国只
要维持目前的水平，保持第二的位置就可以了，国内国外的压力都会小一些。
【在 d*******l 的大作中提到】
: 日本的外汇怎么处理的？
|
M*****8
发帖数: 17722 | 20
You have no timing, but I have, the best.
I can defeat you handily if you want to
trade. Your bookish knowledge won't help.
I don't mind your arrogance at all because
it won't improve your results.
If you want to know my level, I can tell
you that I routinely exploit the MMs and
specialists for gain, and successfully.
You're so arrogant because you have not
yet met the exceptionally able.
Your knowledge of the markets is flawed
but it is not my job to correct them.
But if I had an employee who understands
the markets as you do, he/she would never
be hired in the first place, and if hired,
fired immediately without hesitation.
【在 s**********a 的大作中提到】
: Your point is clear: I say you can't do it and you say that's because
: I am not good enough. You don't have to repeat this again and again.
: Maybe God is good enough. You can let God do it as far as I know. Good
: luck to you. I am done with you.
: For anybody else reading this:
: If you really care what is right and wrong, what can be done and what
: cannot be done, go talk with somebody who has real world experience
: in global financial markets, read some history and learn econ 101 at
: least.
: FYI: I sit in the center of Manhattan and my job is a financial
|
M*****8
发帖数: 17722 | 21
...............................
心态好是很重要，尤其在国际谈判时。
但在抄盘方面，心态是次要的。
如果没有自己的平台，买卖需要中间人，
基本就没有保密可言，对大户很吃亏。
没有预测能力，在金融市场就等于赌博。
所以，除了保密，技术和人才是决定性的。
【在 b*******a 的大作中提到】
: 中国的问题还不是具体什么措施上的问题。
: 首先在心态上，就已经把自己放在弱者的位置上了（虽然实际上自己确实比较弱）
: 接受了不对等的市场条件，按流行说法就是买办接轨先富
: 看看自己国家的公司能去别的国家投资啥，同样的别的国家来的公司能在国内投资啥
: 这种情况在刚开始改革开放经济发展初期尚可接受，现在已经越来越不合时宜了
|
s**********a
发帖数: 3273 | 22 yeah, yeah, you could be the best trader in this world, running
your $100K trading account, LOL.
But you are such a hopeless retailer. You have no idea what it is
like when you are even 1% of the whole market. Sitting in your tiny
cube running your $100k account baesd on some charts or news
or whatever, made some money in this 1.5 years bull market, and
think the whole world should be trading like you?
Keep in mind that we were not talking about your personal trading
account which nobody cares except yourself. We are talking about
the roughly $2.4T foreign reserve of your motherland.
【在 M*****8 的大作中提到】
:
: ...............................
: 心态好是很重要，尤其在国际谈判时。
: 但在抄盘方面，心态是次要的。
: 如果没有自己的平台，买卖需要中间人，
: 基本就没有保密可言，对大户很吃亏。
: 没有预测能力，在金融市场就等于赌博。
: 所以，除了保密，技术和人才是决定性的。
|
