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卖欧洲电信,卖巴拿马港口,卖英国电网,李嘉诚密集抛售国外资产,生怕被收割
Sou Hu Cai Jing· 2026-02-27 12:00
谁是中国最有钱的商人? 那时国内非常不支持李嘉诚把包括巴拿马港口在内的这个关乎全球贸易重要枢纽的资产交易给美国财团。 但是李嘉诚却依旧坚持出售的想法,一直在国内外斡旋谈判,为了减少政治阻力,甚至中途还传出了要更换出售对象。 去年也是二三月之间,李嘉诚不出手则已,一出手就是千亿的大买卖。 直接把自己旗下,不包括内地香港在内的43个港口全部出售,作价228亿美元,卖给了美国的财团贝莱德。 随即此消息传出后,被国内以国家安全的名义严厉抨击。 大多数中国人的第一印象,恐怕就是非李嘉诚莫属了。 2025年,福布斯把李嘉诚的身家评定为373亿美元,连续蝉联香港首富。 可是在不少人心中,认为福布斯远远低估了李嘉诚,一些人甚至认为李嘉诚背地里持有的资产破万亿,足以和现如今的世界首富埃隆.马斯克相抗衡。 这个说法到底是不是真的,除了李嘉诚,恐怕也没谁能够查证。 可是有一点毫无疑问,那就是李嘉诚的财富深不可测。 这一点在近期再次得到证实,据港交所最新公告显示,2026年2月26日,李嘉诚出售了自己持有的英国电网所有股份,一把就套现了1,100亿港币。 李嘉诚大举套现国外资产 十几年前,李嘉诚在国内房地产行业兴盛时期,果断大量抛售 ...
东欧与苏联地区地缘冲突升级,乌克兰重建成本达5880亿美元
Xin Lang Cai Jing· 2026-02-24 19:18
以上内容基于公开资料整理,不构成投资建议。 乌克兰经济危机深化:根据世界银行、欧盟委员会等机构2月23日联合报告,乌克兰冲突直接损失达 1950亿美元,未来十年重建成本约5880亿美元(约为2025年GDP的3倍)。国际货币基金组织预测2025 年乌公共债务占GDP比重达108.6%,2026年预算赤字约450亿美元,依赖外部援助维持运转。 俄乌谈判进程与冲突升级:2月18日三方会谈未取得实质成果,新一轮会谈预计于2月27日举行。期间军 事行动持续,乌方袭击俄军工厂,俄方反击基础设施,冲突延宕加剧区域不确定性。匈牙利因能源争端 阻挠欧盟900亿欧元对乌贷款,暴露欧盟内部分歧。 欧元区连带波动:地缘风险推升避险情绪,欧元兑美元跌至近一个月低点(如2月20日报1.1765),德 国国债收益率小幅下行(2月24日10年期收益率报2.704%)。欧尔班与图斯克围绕对乌援助的公开交锋 进一步放大政治风险。 经济观察网 近一周(2026年02月18日至02月24日),东欧与苏联地区(尤其乌克兰)热点聚焦于地缘 政治冲突与经济压力,可能影响相关区域投资情绪。 近期事件 ...
参考消息:古巴航空燃油24小时内耗尽
Xin Lang Cai Jing· 2026-02-09 13:07
【参考消息:#古巴航空燃油24小时内耗尽#】#古巴政府发出警告# 参考消息援引埃菲社2月8日报道, 埃菲社从两个消息来源证实,古巴政府已向在该国运营的多家国际航空公司发出警告,称受美国石油封 锁影响,该国的航空燃油将于9日开始出现短缺。目前,受影响的航空公司主要是美国、西班牙、巴拿 马和墨西哥的航司,但这些航司尚未公开宣布将如何应对这一局面。至少在短期内,此举可能导致航 线、航班频次和时刻表发生变动。美国总统特朗普于1月29日签署一项行政命令,威胁对向古巴供应石 油的国家加征关税,称古巴对美国构成国家安全威胁。这一决定是美国自1月3日以来对古巴能源施压的 又一升级举措。当时,在美国发动军事行动强行控制并带走委内瑞拉总统马杜罗后,美国宣布中止委内 瑞拉对古巴的石油供应。特朗普敦促古巴政府"在为时已晚之前"进行谈判。古巴政府则表示愿与美国对 话,但多次否认双方已进入谈判阶段。古巴的能源需求仅能自给约三分之一,其余则依赖进口,其中, 2025年委内瑞拉的进口量约占总量的30%。为应对无原油及衍生品进口的困境,古巴政府近期宣布了一 项严苛的应急计划,包括停止柴油销售、缩短医院和国家机关的办公时间,以及关停部分酒店。古 ...
中国经济最大的风险是什么?诺贝尔经济学得主的答案,你认同吗
Sou Hu Cai Jing· 2026-02-04 13:12
也因此,我们对于经济危机的理解,常常是"以史换骨"的错位。 这话听着刺耳,但我们得承认,这是事实。 阅读须知:本文内容所有信息和数据,均为作者查阅官方信息和网络已知数据整合解析,旨 在让读者更清晰了解相应信息,如有数据错误或观点有误,请文明评论,作者积极改正! (创作不易,一篇文章需要作者查阅多方资料,整合分析、总结,望大家理解。) 说实话,当我第一次听到"中国经济最大风险,是从没经历过经济衰退萧条和危机"这句话时,我脑子里 第一反应也是:这位诺奖得主是不是太不懂中国了? 可冷静想想,经历过无数朝代更迭、文革动荡、外敌入侵、自然灾害的我们,的确从未经历过真正意义 上的西式经济危机,你没看错,这恰恰才是问题的核心。 我们有"灾荒""动乱""财政赤字",但我们从来没有经历过以市场逻辑运行中的自我崩塌:比如债务链断 裂、市场大规模抛售、产能泡沫破裂、全行业裁员等西方式标准流程。 历史周期毁的不是经济,而是政治秩序。 回望中国五千年历史,每一次改朝换代,老百姓真正的痛苦源不是"GDP下滑",而是没有饭吃。底层民 众在"生产资料"被剥夺之后流离失所,造反揭竿的导火索往往就是"活不下去了"。 归结起来,全都是那四个字:土 ...
石油出口一夜暴跌85%,伊朗背刺金主,国运由盛转衰
Sou Hu Cai Jing· 2026-01-28 00:04
你有没有想过,一个国家能在一夜之间把自己的命运玩砸到什么地步? 石油,曾经让伊朗成了中东的"土豪",也让这个国家尝尽了过山车般的滋味。 可谁能想到,靠山倒了,靠人心也散了,如今的伊朗,正经历着一场前所未有的滑铁卢。 很多人可能还记得,几年前伊朗在国际市场上还是响当当的"石油大户",原油出口是他们的命根子。 可到了2026年1月,事情急转直下,伊朗的石油出口,竟然一天暴掉了85%,从日均两百多万桶跌到还不到三十万桶。 这下子,国家就像断了粮的家,财政顿时进水,经济说塌就塌。 你想象一下,原本还能买菜买肉的钱,一转眼变成了废纸。 老百姓手里的里亚尔,兑美元的价直接跳水,黑市上一美元能换一百四十七万里亚尔,货币一年贬值了八成多。 菜市场的牛肉三十美元一公斤,想吃顿肉成了想想都流口水的事。 大家都以为,美国的制裁又起了作用。 确实,美国这些年对伊朗下了不少狠手。 但真要把锅全甩给美国,未免也太便宜伊朗自己了。 说白了,伊朗这回是自己把自己坑了,最关键的是,他们把最后的"救命稻草"中国给得罪了。 这事说出来,气得人牙痒痒。 其实早在被美国制裁得喘不过气的时候,是中国顶着压力接住了伊朗。 2021年,中伊签了4000亿大 ...
经典常谈丨重视规划 善于规划
Group 1 - The core argument of the articles revolves around the necessity of planned economic development to avoid the inherent contradictions and crises of capitalism, as highlighted by Marx and Engels [1] - Marx and Engels criticized the anarchic nature of capitalist production, emphasizing that without overall planning, economic crises are inevitable [1] - They proposed that a future society should have production means owned collectively, with a planned organization of production to ensure balanced economic development [1] Group 2 - The Chinese Communist Party has established a significant institutional advantage in planning, which has been refined through historical practices of revolution, construction, and reform [2] - Since 1953, China has implemented 14 five-year plans that have significantly contributed to economic development, national strength, and improved living standards [2] - Xi Jinping has emphasized the importance of a sound macroeconomic governance system and the strategic role of national development planning, advocating for a people-centered approach and practical implementation of plans [2]
出口下滑似“自由落体”,德国经济复苏靠谁?
Huan Qiu Shi Bao· 2026-01-12 22:41
Core Insights - Germany's export data for November 2025 shows a significant decline of 2.5% month-on-month, raising concerns about the country's economic recovery in 2026 [1][2] - The decline in exports is attributed to multiple pressures, including weak overseas demand, geopolitical risks, and increasing competitive pressures [2][3] - Despite some positive signals in domestic production, the overall economic recovery remains uncertain, with industrial production expected to decline for the fourth consecutive time [3][4] Export Performance - In November 2025, Germany's exports to the United States fell by 4.2% to €10.8 billion, with a year-on-year decrease of nearly 23% [2] - Exports to EU countries also decreased by 4.2%, totaling approximately €73.1 billion, with specific declines of 3.9% to Eurozone countries and 4.8% to non-Eurozone EU members [2] - The trade surplus of Germany is narrowing, indicating that the export sector may have passed its peak [2] Economic Outlook - The German economy is facing a slow recovery, with growth forecasts for 2026 being revised down to 0.6% by the Deutsche Bundesbank and 0.8% by the Ifo Institute [4] - Structural transformation is occurring at a high cost, with challenges in unemployment, productivity, and growth persisting [4] - Some economists remain cautiously optimistic, citing government investments in defense and infrastructure as potential growth drivers [3][4] Trade Relations with China - In November 2025, Germany's exports to China increased by 3.4% to €6.5 billion, while imports from China rose by 8.0% to €14.9 billion [5][6] - China has regained its status as Germany's most important trading partner, providing a glimmer of hope amid declining exports to other markets [5][6] - Future trade prospects between Germany and China are viewed positively, with expectations for continued demand in various industrial sectors and expanding technological cooperation [6]
AI泡沫破灭?美股下跌20%?量子计算颠覆加密货币?2026年华尔街和科技圈十大预测来了
3 6 Ke· 2026-01-05 05:28
Group 1: US Stock Market Predictions - The US stock market is expected to continue its bull run in 2026, with varying predictions from Wall Street firms. Morgan Stanley forecasts the S&P 500 index to rise to 7800 points, a 14% increase from the current level of 6858 points [2] - Goldman Sachs predicts the S&P 500 will reach 7600 points by the end of 2026, while Bank of America estimates a modest increase of 4-5%, targeting 7100 points [2] - Contrarily, some analysts, like Sean Williams from Motley Fool, predict a decline of at least 20% for the S&P 500, citing historical high valuations as a key concern [4] Group 2: AI Industry Outlook - There are mixed views on the AI sector, with some experts predicting a potential bubble burst due to rising interest rates, which could end the current over-investment driven by AI capital expenditures [5] - Conversely, proponents argue that AI has initiated a new industrial era, contributing significantly to GDP growth and job creation [5] - Notable companies in the AI space expected to thrive include Microsoft, Apple, Tesla, Palantir, and CrowdStrike, with significant growth potential anticipated in the coming years [7][8] Group 3: Upcoming IPOs - Major companies like OpenAI, SpaceX, and Anthropic are planning IPOs in 2026, with SpaceX currently valued at $800 billion and OpenAI at $500 billion [6] - The backlog of IPOs due to regulatory delays in 2025 is expected to be released in 2026, with over 800 unicorns in the candidate pool [6] Group 4: Quantum Computing Developments - 2026 is projected to be a milestone year for quantum computing, with expectations that quantum computers will surpass traditional computers in specific tasks [9] - However, the rise of quantum computing may disrupt the cryptocurrency market, potentially leading to a significant drop in Bitcoin prices [9] Group 5: Federal Reserve Leadership and Market Impact - Jerome Powell's potential departure from the Federal Reserve in 2026 raises concerns about future monetary policy direction, which could lead to market volatility and a potential "flight from dollar assets" [11] - The uncertainty surrounding the Fed's leadership may impact investor confidence and lead to declines in stock and bond markets [11] Group 6: Gold and Commodity Price Predictions - Economists predict a significant rise in gold prices, with some forecasting it could reach $10,000 per ounce by 2026, driven by increased institutional demand [18] - UBS estimates gold prices will peak at $5,000 per ounce in the first three quarters of 2026 before slightly declining [18] - Copper prices are also expected to rise, with Morgan Stanley predicting an average price of $12,075 per ton in 2026 [18]
华尔街和科技圈2026年十大预测:AI泡沫恐破灭 三大超级IPO来袭 量子计算或颠覆加密货币
Mei Ri Jing Ji Xin Wen· 2026-01-03 07:07
Group 1: U.S. Stock Market Predictions - The U.S. stock market is expected to continue its upward trend, with varying predictions from Wall Street firms. Morgan Stanley forecasts the S&P 500 index to rise to 7800 points, a 14% increase from the current level of 6858 points [1]. - Goldman Sachs predicts the S&P 500 will reach 7600 points by the end of 2026, while Bank of America estimates a modest increase of 4-5%, targeting 7100 points [1][2]. - In contrast, bearish analysts from Motley Fool predict a decline of at least 20% for the S&P 500, citing high historical price-to-earnings ratios as a key concern [5]. Group 2: AI Industry Outlook - The AI sector faces potential challenges, with economist Ruchir Sharma suggesting a bubble may burst due to rising interest rates impacting over-investment [6]. - Lazard Investment Management warns that AI-related capital expenditures are increasingly reliant on debt financing, posing risks of overcapacity and delayed returns [6]. - Conversely, proponents argue that AI has initiated a new industrial era, with significant contributions to GDP growth from data centers and AI investments [6]. Group 3: Upcoming IPOs - Major companies like OpenAI, SpaceX, and Anthropic are planning IPOs in 2026, with SpaceX currently valued at $800 billion and OpenAI at $500 billion [6][7]. - PwC notes that a backlog of IPOs is expected to be released in 2026 due to delays from regulatory reviews, with over 800 unicorns in the candidate pool [7]. Group 4: Key AI Companies to Watch - Analysts from Wedbush highlight five AI companies poised to be market leaders by 2026: Microsoft, Apple, Tesla, Palantir, and CrowdStrike, each with unique growth drivers and market potential [8][9]. Group 5: Quantum Computing Developments - 2026 is anticipated to be a milestone year for quantum computing, with expectations that quantum computers will surpass traditional ones in specific tasks [9][10]. - However, breakthroughs in quantum technology could disrupt the cryptocurrency market, with predictions of significant declines in Bitcoin prices due to vulnerabilities in digital security standards [10]. Group 6: Federal Reserve Leadership Uncertainty - Jerome Powell's potential departure from the Federal Reserve in 2026 raises concerns about future monetary policy direction, which could lead to market volatility and a potential flight from dollar assets [11]. Group 7: Brain-Computer Interface Innovations - The brain-computer interface sector is expected to see significant advancements, with Neuralink facing competition from new startups employing less invasive technologies [12]. Group 8: AI-Induced Job Displacement - Geoffrey Hinton warns that AI could lead to widespread job displacement by 2026, as it becomes capable of performing tasks traditionally done by humans [13][14]. Group 9: Gold and Silver Price Predictions - Economist Jim Rickards predicts gold prices could reach $10,000 per ounce and silver $200 per ounce in 2026, driven by increased demand from institutional investors [14]. - UBS forecasts gold prices to peak at $5,000 per ounce in the first three quarters of 2026 before slightly declining [14]. Group 10: Economic Crisis Predictions - Jim Rogers anticipates a significant economic crisis in 2026, citing potential issues in the U.S. and Japan that could impact global markets [16][17]. - Standard Chartered outlines four major risks for 2026, including underperformance in the AI sector and potential credit defaults affecting market stability [18].
伊朗抗议示威活动演变成暴力事件,至少五人死亡
Jin Shi Shu Ju· 2026-01-02 04:10
Core Insights - The protests in Iran, triggered by a severe economic crisis, have escalated into violent clashes with police, resulting in at least five deaths [2][3] - The Iranian currency, rial, has plummeted in value, leading to widespread demonstrations as citizens express their frustrations over economic conditions [3][5] - The Iranian government is likely to respond to the protests with increased repression, as indicated by statements from officials and experts [4] Economic Conditions - Iran's food inflation rate surged to 64.2% in October, ranking second globally after South Sudan [5] - The rial has lost 60% of its value since the outbreak of war with Israel in June, exacerbating the economic crisis [5] - The failure to reach a nuclear agreement with the U.S. has intensified the economic pressures from international sanctions [5] Government Response - Iranian officials have warned that any attempts to escalate protests into actions against the regime will be met with severe legal repercussions [4] - The government has previously promised to address the economic issues highlighted by the protests, but hardliners threaten a strong backlash against any calls for regime change [4] - Reports indicate a significant increase in executions in Iran, with over 1,870 people executed in 2025, doubling the previous year's figures [5]