智通财经 · 2020-05-23
宏观对冲陈凯丰 Kevin:如果对照欧美股市,房地产公司很难长期持续经营,周期性太强。每次遇到经济下行周期的时候都会破产倒闭一批。我相信 A 股的房地产企业这几年会有大量破产的。
宏观对冲陈凯丰 Kevin:如果对照欧美股市,房地产公司很难长期持续经营,周期性太强。每次遇到经济下行周期的时候都会破产倒闭一批。我相信 A 股的房地产企业这几年会有大量破产的。

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