2009年3月13日星期五

明年春色倍還人

今天林俊業在早上節目中,突然爆出一句:「溫總好型!」

不錯,真係好型!

華爾街日報記者問溫家寶,點評價美國依家嘅經濟,同中國喺美國嘅投資。

溫家寶回答時話希望記者幫佢再傳遞,要求美方要保障中國資產安全,特別係「信守承諾」呢個訊息!

果然,WSJ同多個國際傳媒都大篇幅報道溫家寶呢番言論,話中國對美國經濟,同美債投資唔放心。

內家而家持有七千二百幾億美元嘅美國國債,係最大債主,特別係雷曼九月倒閉後,中國仍勇於連續三個月增持,可謂仁至義盡!

由於內地舉足輕重,喺溫總言論一出之下,市場擔心中國會會暫停、甚至減持美債,十年國債息價格即時下跌。

外界另一個關注問題係人民幣。

溫家寶話,話人民幣貶值係唔符合實際情況,外界唔好再施壓。講的時候一樣好型!

事實上,金融危機以嚟,美債已經成為中美外交關係一個主要話題。

國務卿希拉莉訪華期間,一方面讚中國係唯一有實力,幫美國解決金融危機國家。另一方面就話,美債夠安全,中國會
增持。

不過溫家寶今天講明,根本唔放心。

單看今年回報,兩個月已經下跌百分之三,如果這個國債泡沬真係爆破,你又可以叫溫總如何放心?

看埋過去紀錄,除左美債,內地美國多項投資,全部見紅。

中投成立嘅頭炮,入股百仕通,同買入摩根士丹利優先股,以至投資新橋,加加埋埋用左過百億美金。

結果就蝕左一半,令中投公司決定,暫時唔投資海外,將錢轉投貨幣基金,舊年好彩因為咁,中投全年整體仍然賺廿億美金,成為表現最好主權基金。

對於經濟前景,溫家寶話用一句「心暖經濟暖」來形容。

那麼到底春天是否已來? 「莫道今年春将盡,明年春色倍還人」。

我讀讀這句話時候,反而是溫總更憂心是今年春天仍遠,於是要大打信心牌,保八實在有很大難度!

5 則留言:

匿名 說...

Just watched Money cafe (13/3). 青姐 seems to become HSBC's "好友" after meeting Sandy Flockhart... speaking in the favour of HSBC and making irrational comments ......
so disappointed!
今日的我打倒昨日的我?

匿名 說...

同意樓主~

對菁姐上去同高層傾計竟然得個坐字.一d應問都無問.仲連自己問過乜都唔記得.非常失望~

霍生本來想借此事唱好hsbc.但菁姐作一面倒支持.只會令人覺得完全不中立.好事變壞事~~本來龔生上來係理性討論.但卻遭連環無理質訊.實在不知所謂~~

我是moneycafe 長期常客.我會覺得所有cable主持都做得好好.做足準備但又不失風趣.非常專業~ 但菁姐可以話越做越hae.應該話有幾多料已經見底.經常無的放矢~
實在做moneycafe主持不應只識股票吧? 唔識可以做準備.但準備都唔做.完全無誠意~

希望有關方面要向有關主持反映.長此下去絕對會令觀眾溜走.請不要再讓我們觀眾受罪吧~

匿名 說...

Yes, agreed.
As a host, one should not be too bias and ought to let their guests to express what they want to say.
I am very disappointed that such a good chance to get the valuable information have to go down the drain. I am surprised so little were got from the dialogue with such an heavy weight from HSBC. Does it mean a single visit could change one's view on a bank? One should be well prepared for the bank visit especially for this one at this right timing and should ask for the right questions to let the readers or stockholders to get more information to decide what to do next? Should a simple handshake with Sandy Flockhart changed the picture easily? Should one even to forget one has asked in this very occassion. Next time, Cable should send the other one to attend. It seems Miss Wu fear of "GWAI LO" than one from the " CHinese Community". VERY DISAPPOINTING.

匿名 說...

Agreed! Though Miss Wu said from the beginning of the show that this time they will have a rational discussion on HSBC's issues, it was she who started to make such irrational comments such as she "feels" that the HSBC was very concern about Hong Kong shareholders..... she cut in every time when the guest, Mr. Kung wanted to make analysis or he spoke against HSBC.....
I was so surprised to see the change of attitude of Miss Wu. A simple handshaking had changed everything! Those who had watched the show would understand what we are talking about!

匿名 說...

What I observe in this issue is that Miss Wu has a little bit loss in her mind in this issue, from the disappointing HSBC performance and the manipulation in share price during stock closing period, to the unexpected show up on newspaper headline and a surprising invitation from Mr. Flockhart - all these events come together and make her behave in an irrational manner... I think it would be better to let it go, tomorrow is another day, just let 菁姐 to be herself and do what she did successfully before...