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现在要重点解决的问题显然不是资产荒,而是要继续推进改革的有破有立,继续给出可以落地、更有针对性的政策,继续释放经济参与者的积极性。当资金不敢进入实体而反复在金融资产间徘徊,被买入的资产其价格已经明显虚涨仍会受到追捧,这种现象常常会被解读为“资产荒”。简单地说就是,无利可图、无物可投,但资金的循环不能停。翻看最近几个月的机构报告会发现,在资产荒之下的配置组合中,重点推荐的还是房地产。机构的逻辑大体相似:
The key issue to be solved now is obviously not asset shortages. Rather, it is necessary to continue promoting the complete reform of the reform and continue to give ground-setting and more targeted policies to continuously release the enthusiasm of economic participants. When funds do not dare enter the entity and are repeatedly hovering among financial assets, the price of the assets they buy is obviously undervalued. This phenomenon is often interpreted as “asset shortage ”. Simply put, unprofitable, nothing can be cast, but the cycle of funding can not stop. Looking at institutional reports in recent months will find that in the allocation of assets under the wasteland, the key recommendation is real estate. The logic of the organization is generally similar: