Early
Northern Remember
In the middle of last month, a friend of my business community saw that the Chinese government's epidemic prevention policy turned sharply and urban residents had infected.He can be described as a fierce look at his eyes. He has made a fortune so far, and the stocks he holds are still strong.
His story is not alone.On Wednesday, the Chinese stocks listed in the United States rose sharply after the new year opened. The Nasdaq's Golden Dragon China Index even set the best popularity since the data, clearly portraying the optimistic emotions of investors in the prospects of Chinese corporate.
Of course, there are more than one reasons behind the rise of China stocks. Ant Group has been allowed to increase capital, and the recent release of China's high -level policies and real estate supervision policy signals are all related to the factors that cannot be ignored by China's Qing Zero policy.The Chinese government's abandonment of the clearing policy is stunning. The biggest role is to show that high -level claims to claim to revitalize consumption and economy in the New Year. This time is "playing true". As a result, it really has the effect of boosting confidence.
A political observer said to me privately: "Who said that the Chinese government does not care about the economy, who says that China only needs politics and ideology, no economy? Look at the current Beijing!"
On the first working day of the New Year, the car is horse horse on the center of the center of Beijing. Observed people and investors at home and abroad are in the eyes.Visual evaluation report, the keywords: Quickly reconnect.Several foreign executive friends claimed that around December 13 last year, more than 90 % of their employees in Beijing and Shanghai have infected. After 14 days, everyone "on time" was "on time."
At present, the search for "new crowns" on Baidu has passed the peak.At the New Year's Eve Party of Wuhan, Nanjing, Shijiazhuang and other large cities, the big scenes of the retaliatory cluster were shocking.
Even if it is not cured, the Chinese can bring out the epidemic. A new paragraph online is that some units are divided into "yang" and "yin room". Employees who have not yet turned the sun work in the "Yin" work. ""Yang Kang" and "Zhang Wuji" (rare constitution who has never been diagnosed) is in "Yang Ben".These paragraphs are actually reflected from the side. After insisting on the sealing and zero clearance for three years, the Chinese coexist with the virus in an instant, coexisting more thoroughly than some other countries.
A friend lamented: "Suddenly relaxing and preventing epidemic preventing everyone infected, the eyes closed, it seems that it is not so bad ..."
What he said is not unreasonable.Many analysts previously believed that China could have peaked the epidemic in the first quarter, and the economy could be resurrected in the second quarter, but with the amazing "China Speed in China in just a few weeks with the population of 80 % of the city's population in just a few weeks.", The peak of infection may come and past early.Some enterprises have been in the era of China's post -epidemic situation. It is said that the economic growth of the year in 2023 has reached 5%, and it can reach 6%in the fourth quarter. It seems unique in the comparison of the European and American economic recession.
Unfortunately, when the epidemic struck so rapidly, not everyone can close the eyes.The middle -aged people can recover when they are criminal, but there are no shortage of people who have been suffering from this winter and even middle -aged and middle -aged people.There are already many reports on the supply of crowding and funeral services of Chinese medical resources, so I won't go into details here.Anyway, on the one hand, the New Year's Eve party with revenge groups, on the other hand, the crowding and sorrows in the hospital and the funeral home; on the other hand, the city people who are on the street carnival are rural people in anxiety.But more people are shocked by the lack of preparations for officials ... Flame ice and snow, two scenes appear alternately in the present China.
In all fairness, "fast peak" is a risk play, and saving the economy is also a life plan. You can even be sure that the new leadership team of the Communist Party of China is bold or dare to grasp the weight, or sympathy.trick.Due to the lack of objective numbers and a caliber, it is difficult for the outside world to objectively judge whether the mortality rate is far exceeding expectations. From the perspective of public opinion, this barrier is in large cities like Beijing and Shanghai, which is considered to be in the past.
But at the same time, this process is also obvious to the deepening damage to the credibility of the Chinese government.Three years later, China eventually coexisted with the virus as other countries, and the official preparations were obviously insufficient in the early stage. It was the easiest to spread in winter when the influenza was spread.Is it just a lucky variant in China?If the virus will mutate in the next few months, the political operation and opposition atmosphere of the Western world called the "Chinese virus" in the Western world in 2020 will be again again, which is a very realistic risk.Many countries in the world have tightened the entry control of Chinese passengers. If the number of epidemics in China is still not disclosed. In case of virus mutation, the criticism and accusations of other countries will be more upright.
Chinese officials described in the New Year's congratulatory words on December 31 that the epidemic is still "working hard" and "everyone is not easy."He also rarely said: "China is so big, different people will have different demands, and there will be different views on the same thing. This is normal. It is necessary to condense consensus through communication and negotiation."Essence
Maybe, in the second season, when the country has survived this level, people will forget all of this as in the past.The other possibility is that people become more sober. In this reality, the policy changes are always suddenly around, whetherTie together, pray for the reality of the uns selected hot and cold staggered reality, to preserve yourself and your beloved physical and mental peace.
