【全哥爱分享】我的最新作品，快来一睹为快！

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美股的总市值75万亿

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外资呢占了将近20%

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日本总市值8万多亿

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外资占了35%

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韩股总市值4万多亿美金

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外资总比例占了39%

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我们A股呢市值将近15万亿美金啊

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但是呢外资占了仅仅3.4%

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说明什么呢

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说明呵呵

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我们对外面并没有怎么开放啊

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其实来讲

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如果说想着把这个市场做好的话

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大家一定要合伙对吧

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那大家都有钱

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都是股东

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那自然而然愿意推了

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那如果说不是股东跟他没有一毛钱关系

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那谁也不愿意推

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对不对

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所以这是必然的

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知道吗

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然后很多兄弟说

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那以后不让闯美股

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特别原因是什么呢

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就是SPEEX还有二手配合

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还有车DEBT马上上市了

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上市的话40多万亿美金啊

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如果你打新

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你按照是吧

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比如说3万亿美金啊

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留个5%

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1000多亿美金流出来了

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流出来之后

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那这不支持美国的科技公司了嘛

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嘿嘿这是我觉得这是根本原因啊

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还有一个呢就是很多人说

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那是不是意味着说学校的饭不好吃

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也不让点外卖啊

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那其实肯定这样的呀

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那那现在学校确实不让点外卖啊

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你点外卖食堂怎么赚钱啊

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对不对

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还有一条呢

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呵呵还有兄弟说是吧

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如果说这个事呵呵

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如果超不能赚钱

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你连开会的资格都没了哈

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那这个也是这个也是一个必然的

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知道吗

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就是嘿就是我们这边哈哈哈哼哼哼

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就是大家去想吧

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如果说这事一对比是吧

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那那那容容易让你比出来谁好谁坏

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那还不如不让你知道对吧

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其实我觉得这个事呢

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最后啊哎呀

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反正以后可能各种情况越来越严重嘛

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对也不是说个例吧

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啊你从这个20年以来发生的事

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反正我自己看到的哈

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比如说互联网对吧

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你看阿里腾讯当时被罚千亿的时候

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那股价腾讯从750跌到了198啊

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阿里呢就是从8000多亿跌到了1000多亿对吧

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多少股民的心血基本上就亏光了

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那还有一个滴滴啊

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滴滴当时强行退市的时候

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大概是亏多少啊对吧

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也亏了四五百亿美金嘛

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都是股民的钱啊

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那还有一个呢

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就是当时这个K2K2当时清退的时候哇

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反正我们周末班有个同学呢

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他是K2的一个学校

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600多个人啊

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但估值都到1亿美金了

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反正第二天就破产了

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然后借贷为生哈哈欠了班就不少钱啊

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那再谈还有很多啊

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比如说我们地产不行

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地产的话

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那死有余过啊

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地产这个确实杠杆太多了

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其实包括我呃

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包括这个哈哈恒大哈

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碧桂园这东西其实他们也应该的

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因为它不符合这个商业的逻辑对吧

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你这个杠你的杠杆量太大了

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对不对

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但是你要再看那小企业

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你觉得有就很可惜

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比如说啊你你看你还做电商的啊

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这个哼是吧

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就是蜂拥而上搞得电商小镇啊

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搞了大量的无用建筑

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你看那产业园搞了多少

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产业园的话

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在我印象中哇

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那到处都是天然的资金砸进去没有产出

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其实我们这些年老百姓创造的财富真的不少

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但是呢这些钱浪费的有点多

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就是他没有产生真实的效应

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比如说这建筑物

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你你看看我们从乡镇到县城

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到市里面

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到省会哇

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到任何地方大量的建筑啊

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大量的产业园

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产业园

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剧毒产业园干嘛呢

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这是资金投进去之后

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其实根本没有这么多企业

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你就拿不用说别的

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就拿我们济南那个华润吉利广场那边

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你一说那个地方说真的啊

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就少个2/3楼都是绰绰有余对吧

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我就很后悔当时18年为什么啊

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然后把这个美国的这个房子退掉啊

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去济南买了一城3000万的哈

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那3000万腰斩了

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就但凡我知道那个地方能盖这么多

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我都不会买

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嘿嘿对吧

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我我我就是觉得可能就那么一解冻对吧

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就像我们的天条似的

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我犯了经验

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有一错误

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当时没有打听好

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说到底盖多少

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其实我打听我也不知道

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因为没有人知道能盖多少

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到后面你知道盖到什么程度啊

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就是那一片的楼

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我觉得可以把济南所有的办公室全装进去

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都绰绰有余

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就这么夸张

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你知道吗

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太多了

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所以这就过剩

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你知道吗

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因为过剩导致什么呢

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就大量的资金沉淀在一些没有现金流的

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一些业务上

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跟一个企业一样

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你赚钱了赚钱了

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但是钱呢都存在固定资产上了

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那固定资产的钱呢全拿走了呀

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大家想嘛

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对不对

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那卖地的钱拿走了很多对吧

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审批的拿走了很多对吧

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税也交了很多

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但最后买单的人呢都没有政治服务

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所有的钱都被焊在了这个固定资产上啊

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这个事我也不能怪任何人啊

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我就觉得你你反正在在在在这边买东西的时候

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你要想好对吧

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还会不会过剩啊

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如果过剩最好别干啊

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就是我这些年呢我觉得我所有犯的错误就是捐

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反正我现在不参与任何内卷

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只要卷我就不干

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要任何的同质化

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我都不搞好

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任何的参与了这种同质化竞争我都不碰对

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这个就是我这些年吸取的教训啊

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而且如果量过大

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我绝对不碰

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你看美国的审批很慢

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使命曼有好处是什么呢

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就是我今天跟啊一个这个一个哥们啊

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现金流过过亿美金啊

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人家是正儿八经的这种赚了过亿美金的哈

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在美股上我跟他聊

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他现在也做一些地产业务

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他说在美国呢

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你你这个做地产风险很小

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在哪呢

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还有债权人

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第一债权

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第二债权人对吧

183
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你借了钱啊

184
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这个房产证上写了你的名字啊

185
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如果他还不上

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唉不好意思

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这房子是你的了

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在美国这边借贷成为债主

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其实还是挺好的

190
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保护资本对吧

191
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保护资本它不像我们似的啊

192
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像碧桂园恒大

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它掉不出来

194
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那那那光是个楼花

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你还得还房贷

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这边不会对

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所以说这个是哎呀

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这就是不一样的地方

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就是所以有的时候哼在中国有句话就是我品质

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我凭本事借的钱

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为什么还你啊

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所以你做个好人

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其实来讲还是挺累的

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他做个坏人呢

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他是很好

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但他短期的因为好人都有

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创造价值的人或者好人都都都没了对吧

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大家都都发现了

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这个是吧

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越越干越越亏钱的话

211
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那那坏人也没有机会了对吧

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就像这个我在济南爬山的时候

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我经常讲这个偷食者和这个植物的区别对吧

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你透视日过猛

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你把这个植物都给吃食了

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那你透视日最后也死了

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所以我盘的时候我经常看到这种情况

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就是因为他这个啊透视日过过狠啊

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过猛

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把那些植被啊

221
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那些树啊全部铲扫完之后

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第2年也都是死的

223
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差不多是吧

224
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子孙后代也都绝了

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所以这就是哎呀

226
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我每次爬山我都会想

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我说这个事哼哼跟创业不一样嘛

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所以很多兄弟说强哥

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你怎么这么及时的哈哈撤退

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呵呵我说我说我不

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我不想成为被厨师子惨死的那个树啊

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