二次探底是全球经济走出危机的契机

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美债评级下调对中国经济的影响非常有限。中国没有必要采取像2008年那样的新一轮的经济刺激计划美国国债信用下调,全球金融市场剧烈震荡,把全球经济推向二次探底的边缘。国内外有声音提出,中国不可能再有能力像2008年成为全球经济的“救世主”。我们认为,中国过去不是救世主,这一次更不必采取特别“救世”政策。虽然我们认为国债评级下调 The impact of the downgrade of the U.S. debt on China’s economy is very limited. It is not necessary for China to adopt a new round of economic stimulus measures like the one in 2008 to reduce the credit rating of U.S. bonds. The global financial markets have been in turbulent turmoil, pushing the global economy to the verge of double bottoming. There are voices at home and abroad that China can no longer afford to become “the savior” of the global economy in 2008. In our opinion, China was not a savior in the past, and this time it is even less necessary to adopt a special “salvation” policy. Although we think the bond rating is down
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