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下半年的核心机会在于减税
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下半年的核心机会在于减税 - 不管高层的预想有多么美好，在信用风险阴魂不散、美国加息的情况下，放水（包括定向降准）只会导致资金流向房地产和基建，很难给中小企业带来明显的支持。相反，减税可以一举多得：（1）降低个人和企业税负，减轻压力，促进就业；（2）进一步推高政府负债率，从而避...
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