@但斌深圳东方港湾投资管理有限责任公司董事长

@ but bin shenzhen eastern bay investment management limited liability company chairman

　　昨晚和一个朋友聊投资。我让他看在美国上市的一些公司的跌幅情况，麦考林从17美元跌到不到1美元，无锡尚德从40多美元跌到1.8美元等等。

Last night, and a friend chat investment。I let him see some of the companies listed in the United States the falls of situation，Mecoxlane from us $17 fell to less than $1，Suntech from more than $40 drop to $1.8, and so on。

　　我说相比美国和香港市场决策失误的投资者，国内的投资者还是很幸运的，即便踩到地雷甚至被ST、PT了还有翻身农奴获解放的机会。

I compared with the United States and Hong Kong market decision error of investors，Domestic investors or very lucky，Even if trample a landmine or even by ST、The PT and emancipated serfs liberation of opportunities。

　　@滕泰经济学家、万博经济研究院院长

@ TengTai economists、The fair economic research institute President

　　五六月信贷才真正有所放松，六月9000多亿元，上半年4.86万亿元，经济体量大了，资本市场和资产市场体量也大了，客观上需要更多货币支撑交易。按传统货币理论分析中国货币需求是错误的，既要满足实体经济需求、又要满足虚拟经济需求，全年新增信贷须在9万亿以上。

June or may truly have to relax credit，June 9000 more than one hundred million yuan，4.86 trillion yuan in the first half，The economic dimension，The capital market and the capital market size also big，Objectively need more money to support trade。According to the analysis of the Chinese traditional monetary theory currency demand is wrong，Should not only meet the needs of the economy entities、And to meet the demand of fictitious economy，New Year must be more than 9 trillion in credit。