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国外投行或媒体倾向于从,全球视角来观察中国房地产问题,但对中国市场的特殊性没有给予充分的考虑。另外,他们考察的重点往往是重要城市的中高端市场,因此他们的判断很难说是全面的。以大摩为代表的外国机构或媒体发布中国房地产泡沫论已经颇有一些时日,并以其影响力引发了市场的极大关注和讨论。国外投行或媒体在观察中国房地产市场的价格上涨时,往往把中国的情况与全球主要西方国家的新一轮资产价格泡沫进行比较,显示出他们倾向于把中国纳入到全球经济大背景中加以理解。但事实上,国内外的情况有着重要的差别。他们对中国市场的特殊性没有给予充分的考虑。另外,他们考察我国房地产市场的重点往往是重要城市的中高端市场,因此他们的判断很难说是全面的。
Foreign investment banks or media tend to observe China’s real estate issues from a global perspective, but do not give sufficient consideration to the particularity of the Chinese market. In addition, their focus is often on the high-end markets in key cities, so their judgments are hard to say comprehensive. Foreign agencies or the media, represented by Morgan Stanley, have been publishing the Chinese real estate bubble theory quite some time ago and have drawn great attention and discussion in the market with their influence. When looking at the price rise in China’s real estate market, foreign investment banks or the media often compare China’s situation with a new round of asset price bubbles in the major western countries and show that they tend to include China in the global economic context . In fact, there are important differences in the situation at home and abroad. They did not give due consideration to the particularity of the Chinese market. In addition, they examine the real estate market in our country is often the focus of high-end market in major cities, so their judgments are hard to say is comprehensive.