1.房即是债，债即是房，居民信用扩张，债务驱动房价。2.增量决定价格，新增居民贷款决定房价未来走势，而不是存量。3.居民杠杆空间决定房价上涨空间。居民债务/GDP的比例不断上涨，说明在GDP高速增长之上，居民的杠杆更快增长。目前居民最新的杠杆数据是64%左右。4.未来如果居民杠杆持平，但由于增量资金停滞，减少，房价也可能剧烈下跌。
What the chain says
- Block
- 677 166
- Time
- 2021-03-05T23:39:44Z
- Signer
- 14Y2eVGjUesTrN9HpeyFvVraYEA1dxjfTm
- App
- twetch
- Type
- post
- Content type
- text/plain
Fields the transaction did not carry are omitted. Open the payload to see the bytes as stored.
Signed by
14Y2eVGjUesTrN9HpeyFvVraYEA1dxjfTm Verified