在国家计委宏观经济研究院经济所主办的第二届“国宏论坛”上,刘国光提出,导致目前总需求不足的主要原因,既不是外需。也不是消费,同时也不是公共投资,而是竞争性领域的投资特别是民间投资需求不足;而造成竞争性民间投资需求不足的直接原因,主要是偏紧的货币、信贷政策操作。因此,在货币、信贷政策的取向和操作上.应在“稳健”框架内实行 At the second “Guohong Forum” sponsored by the Macroeconomic Research Institute of the State Planning Commission, Liu Guoguang pointed out that the main reason leading to the current lack of overall demand is neither external demand nor demand. Nor is it consumption, nor is it public investment, but investment in competitive areas, especially private investment demand is not enough; and the direct causes of the lack of competitive private investment, mainly the tight monetary and credit policy operations. Therefore, in terms of the orientation and operation of monetary and credit policies, they should be implemented within the framework of “soundness”