中國經濟50人論壇2008年年會於2008年2月2日下午,在北京釣魚台國賓館隆重開幕。今年年會的主題是“世界經濟展望與中國麵對的重大問題”。新浪財經獨家網絡直播本次盛會。以下為論壇學術委員會成員、中國改革基金會國民經濟研究所所長樊綱與新浪的對話。
主持人:樊綱老師認為這一次新浪網和50人經濟論壇達成協議,50人經濟論壇是看重了新浪網的什麼呢?
樊綱:我想還是,當然是新浪網受眾範圍廣,而且是新媒體,這個網絡的優勢吧!50人(ren)論(lun)壇(tan)這(zhe)些(xie)專(zhuan)家(jia)都(dou)做(zuo)了(le)很(hen)多(duo)的(de)研(yan)究(jiu),那(na)麼(me)長(chang)安(an)講(jiang)壇(tan)原(yuan)來(lai)就(jiu)是(shi)一(yi)個(ge)麵(mian)對(dui)公(gong)眾(zhong)的(de),一(yi)個(ge)公(gong)眾(zhong)講(jiang)壇(tan),參(can)加(jia)者(zhe)都(dou)是(shi)免(mian)費(fei)的(de)這(zhe)樣(yang)一(yi)個(ge)公(gong)眾(zhong)講(jiang)壇(tan),想(xiang)法(fa)就(jiu)是(shi)把(ba)這(zhe)些(xie)經(jing)濟(ji)學(xue)的(de)知(zhi)識(shi),把(ba)這(zhe)些(xie)經(jing)濟(ji)學(xue)家(jia)所(suo)研(yan)究(jiu)的(de)成(cheng)果(guo)更(geng)多(duo)的(de)向(xiang)社(she)會(hui)介(jie)紹(shao),那(na)當(dang)中(zhong)有(you)一(yi)些(xie)是(shi)媒(mei)體(ti)的(de)記(ji)者(zhe)、編(bian)輯(ji),參(can)加(jia)這(zhe)個(ge)活(huo)動(dong),但(dan)是(shi)畢(bi)竟(jing)局(ju)限(xian)性(xing)還(hai)是(shi)大(da)了(le)點(dian),想(xiang)通(tong)過(guo)跟(gen)新(xin)浪(lang)網(wang)這(zhe)樣(yang)一(yi)個(ge)大(da)的(de)媒(mei)體(ti)網(wang)絡(luo)合(he)作(zuo),可(ke)以(yi)使(shi)更(geng)多(duo)的(de)人(ren)知(zhi)道(dao),這(zhe)些(xie)研(yan)究(jiu)成(cheng)果(guo),這(zhe)些(xie)觀(guan)點(dian),特(te)別(bie)是(shi)對(dui)一(yi)些(xie)大(da)家(jia)所(suo)關(guan)心(xin)的(de)問(wen)題(ti)的(de)比(bi)較(jiao)係(xi)統(tong)性(xing)的(de)分(fen)析(xi),有(you)的(de)時(shi)候(hou)網(wang)上(shang)是(shi)一(yi)些(xie)隻(zhi)言(yan)片(pian)語(yu),往(wang)往(wang)抓(zhua)住(zhu)一(yi)些(xie)極(ji)端(duan)的(de)東(dong)西(xi),但(dan)是(shi)缺(que)一(yi)些(xie)係(xi)統(tong)性(xing)的(de)分(fen)析(xi),那(na)麼(me)在(zai)長(chang)安(an)講(jiang)壇(tan)做(zuo)的(de)都(dou)是(shi)係(xi)統(tong)性(xing)的(de)分(fen)析(xi),都(dou)是(shi)對(dui)一(yi)方(fang)麵(mian)的(de)問(wen)題(ti)經(jing)過(guo)研(yan)究(jiu),經(jing)過(guo)深(shen)入(ru)的(de)長(chang)期(qi)的(de)研(yan)究(jiu),展(zhan)現(xian)給(gei)聽(ting)眾(zhong),展(zhan)現(xian)給(gei)讀(du)者(zhe)這(zhe)樣(yang)的(de)一(yi)種(zhong)係(xi)統(tong)性(xing)的(de)分(fen)析(xi),這(zhe)也(ye)是(shi)我(wo)們(men)媒(mei)體(ti)現(xian)在(zai)所(suo)需(xu)要(yao)的(de),也(ye)是(shi)我(wo)們(men)公(gong)眾(zhong)對(dui)關(guan)心(xin)這(zhe)些(xie)問(wen)題(ti)的(de)公(gong)眾(zhong)所(suo)需(xu)要(yao)的(de),通(tong)過(guo)這(zhe)樣(yang)一(yi)個(ge)合(he)作(zuo),我(wo)想(xiang)通(tong)過(guo)新(xin)浪(lang)網(wang)直(zhi)播(bo)的(de)形(xing)式(shi),大(da)概(gai)是(shi)直(zhi)播(bo)的(de)形(xing)式(shi)吧(ba),使(shi)大(da)家(jia)能(neng)夠(gou)更(geng)係(xi)統(tong)的(de)了(le)解(jie)我(wo)們(men)現(xian)在(zai)麵(mian)臨(lin)的(de)各(ge)種(zhong)經(jing)濟(ji)問(wen)題(ti)。
主持人:tidaodangqiandehongguantiaokongzhengce,womenzhidaoxianzaihuobizhengceshiyigecongjindetiaokongdejitiao,nadangqianmianduiguoneidexuezaihaiyouguojizibenshichangdenaxieweiji,ninjiaodedangqiandehuobizhengceyoumeiyouzuoyixieweitiaone?
樊綱:這(zhe)一(yi)塊(kuai)我(wo)首(shou)先(xian)要(yao)解(jie)釋(shi)一(yi)個(ge)問(wen)題(ti),就(jiu)是(shi)什(shen)麼(me)呢(ne)?宏(hong)觀(guan)政(zheng)策(ce)特(te)別(bie)是(shi)貨(huo)幣(bi)政(zheng)策(ce)從(cong)來(lai)就(jiu)是(shi)短(duan)期(qi)政(zheng)策(ce)。什(shen)麼(me)意(yi)思(si)呢(ne)?什(shen)麼(me)叫(jiao)短(duan)期(qi)呢(ne)?就(jiu)是(shi)說(shuo)是(shi)根(gen)據(ju)總(zong)供(gong)求(qiu)關(guan)係(xi)的(de)變(bian)化(hua)而(er)不(bu)斷(duan)的(de)要(yao)進(jin)行(xing)調(tiao)整(zheng)的(de),朝(chao)著(zhe)這(zhe)個(ge)方(fang)向(xiang)調(tiao),朝(chao)那(na)個(ge)方(fang)向(xiang)調(tiao),不(bu)僅(jin)是(shi)我(wo)們(men)中(zhong)國(guo)的(de)政(zheng)策(ce)是(shi)這(zhe)樣(yang),美(mei)國(guo)的(de)政(zheng)策(ce)也(ye)是(shi)這(zhe)樣(yang),美(mei)聯(lian)儲(chu)前(qian)些(xie)天(tian)還(hai)在(zai)升(sheng)息(xi),現(xian)在(zai)大(da)規(gui)模(mo)又(you)降(jiang)息(xi),也(ye)許(xu)過(guo)兩(liang)天(tian)情(qing)況(kuang)變(bian)化(hua)又(you)升(sheng)息(xi)了(le),就(jiu)是(shi)說(shuo)這(zhe)是(shi)一(yi)個(ge)相(xiang)機(ji)抉(jue)擇(ze)的(de)事(shi)情(qing),它(ta)不(bu)是(shi)一(yi)個(ge)一(yi)成(cheng)不(bu)變(bian)的(de)事(shi)情(qing),過(guo)去(qu)我(wo)們(men)長(chang)期(qi)的(de)基(ji)本(ben)的(de)方(fang)向(xiang)是(shi)穩(wen)定(ding)的(de)一(yi)種(zhong)政(zheng)策(ce),但(dan)是(shi)在(zai)這(zhe)當(dang)中(zhong)也(ye)是(shi)不(bu)斷(duan)的(de)發(fa)生(sheng)變(bian)化(hua),也(ye)是(shi)經(jing)常(chang)的(de)會(hui)根(gen)據(ju)供(gong)求(qiu)關(guan)係(xi)的(de)變(bian)化(hua)而(er)逐(zhu)步(bu)的(de)調(tiao)整(zheng)的(de),那(na)麼(me)目(mu)的(de)是(shi)什(shen)麼(me)?目(mu)的(de)是(shi)為(wei)了(le)中(zhong)國(guo)經(jing)濟(ji)平(ping)穩(wen)的(de)發(fa)展(zhan),目(mu)的(de)不(bu)是(shi)為(wei)了(le)把(ba)經(jing)濟(ji)搞(gao)死(si),更(geng)不(bu)是(shi)搞(gao)出(chu)一(yi)個(ge)泡(pao)沫(mo)來(lai),而(er)是(shi)為(wei)了(le)讓(rang)它(ta)減(jian)少(shao)波(bo)動(dong),能(neng)夠(gou)穩(wen)定(ding)發(fa)展(zhan),因(yin)此(ci)我(wo)個(ge)人(ren)相(xiang)信(xin),決(jue)策(ce)當(dang)局(ju)會(hui)根(gen)據(ju)情(qing)況(kuang)的(de)不(bu)斷(duan)變(bian)化(hua),也(ye)許(xu)是(shi)這(zhe)麼(me)變(bian)化(hua),也(ye)許(xu)還(hai)那(na)麼(me)變(bian)化(hua),來(lai)調(tiao)整(zheng)我(wo)們(men)的(de)宏(hong)觀(guan)經(jing)濟(ji)政(zheng)策(ce)。
zaizheyikuaierwodaoyaoshuo,womenxianzaishiyudaoleyixiexindewenti,danshiyemeiyoubiyaokonghuang,meiguocianweijihenda,duimeiguojingjideyingxiangfeichangda,danshiduiwomendewentiyouduoda,yingxiangyouduoda,womenyeyaojutifenxi,duimeiguodechukoudangranyaoxiajiang,danshiduimeiguodechukouxianzaiyijingzhandaolewomenzongchukoude20%以下,它如果經濟下滑1個百分點,最多也就是影響對美國的出口下降5到6個ge百bai分fen點dian,對dui我wo們men的de影ying響xiang也ye不bu是shi特te別bie大da。歐ou盟meng可ke能neng經jing濟ji也ye會hui有you所suo下xia滑hua,因yin為wei美mei國guo的de帶dai動dong,但dan是shi我wo們men對dui歐ou元yuan還hai貶bian值zhi了le,因yin此ci現xian在zai對dui歐ou元yuan的de出chu口kou呈cheng增zeng長chang的de態tai勢shi,日ri本ben也ye可ke能neng下xia降jiang,但dan是shi日ri本ben下xia降jiang的de幅fu度du在zai亞ya洲zhou,它ta現xian在zai對dui亞ya洲zhou的de依yi賴lai非fei常chang大da,我wo們men中zhong國guo對dui亞ya洲zhou出chu口kou的de依yi賴lai也ye是shi占zhan到dao了le我wo們men全quan部bu出chu口kou的de40%以yi上shang,那na麼me如ru果guo這zhe些xie地di區qu基ji本ben都dou還hai不bu會hui出chu現xian大da的de下xia滑hua的de話hua,我wo們men這zhe些xie市shi場chang基ji本ben還hai是shi有you保bao證zheng的de,還hai有you那na些xie石shi油you輸shu出chu國guo組zu織zhi正zheng是shi我wo們men出chu口kou市shi場chang大da幅fu度du增zeng長chang的de這zhe種zhong情qing況kuang,所suo以yi我wo說shuo也ye不bu必bi“見風說雨”,我wo們men的de市shi場chang往wang往wang有you一yi些xie心xin態tai,美mei國guo那na邊bian怎zen麼me樣yang了le,香xiang港gang怎zen麼me樣yang了le,我wo們men也ye就jiu,大da家jia就jiu逃tao跑pao一yi樣yang的de,也ye沒mei必bi要yao,那na叫jiao反fan應ying過guo度du,需xu要yao認ren真zhen的de分fen析xi我wo們men的de情qing況kuang,而er且qie我wo們men是shi屬shu於yu叫jiao做zuo新xin興xing市shi場chang國guo家jia,這zhe些xie在zai老lao牌pai市shi場chang國guo家jia裏li麵mian出chu現xian金jin融rong危wei機ji了le,很hen多duo資zi金jin也ye可ke能neng更geng多duo的de是shi流liu向xiang我wo們men,這zhe些xie也ye許xu金jin融rong資zi金jin他ta們men那na邊bian少shao了le,但dan是shi很hen多duo非fei證zheng券quan性xing的de資zi金jin,像xiang直zhi接jie投tou資zi,那na種zhong股gu權quan投tou資zi,私si募mu基ji金jin,那na些xie受shou這zhe些xie影ying響xiang不bu太tai大da的de基ji金jin在zai那na邊bian的de投tou資zi機ji會hui少shao了le,可ke能neng跟gen多duo的de湧yong向xiang我wo們men,美mei元yuan進jin一yi步bu貶bian值zhi了le,美mei元yuan的de利li率lv進jin一yi步bu下xia調tiao了le,可ke能neng熱re錢qian進jin一yi步bu湧yong向xiang我wo們men,所suo以yi很hen複fu雜za。我wo們men跟gen美mei國guo經jing濟ji緊jin密mi關guan係xi越yue來lai越yue強qiang,但dan是shi這zhe個ge影ying響xiang的de渠qu道dao也ye是shi多duo方fang麵mian的de,影ying響xiang的de方fang式shi也ye是shi多duo方fang麵mian的de,當dang然ran我wo們men要yao警jing惕ti美mei國guo經jing濟ji下xia滑hua對dui我wo們men帶dai來lai的de負fu麵mian影ying響xiang,但dan是shi對dui這zhe些xie負fu麵mian影ying響xiang我wo們men也ye要yao看kan到dao,還hai有you其qi他ta的de一yi些xie很hen複fu雜za的de影ying響xiang,那na對dui我wo們men整zheng個ge總zong體ti上shang的de影ying響xiang也ye是shi一yi個ge很hen複fu雜za的de現xian象xiang,不bu必bi聽ting風feng是shi雨yu,也ye要yao做zuo一yi些xie客ke觀guan的de分fen析xi。
至(zhi)於(yu)說(shuo)到(dao)我(wo)們(men)現(xian)在(zai)麵(mian)臨(lin)的(de)困(kun)難(nan),我(wo)想(xiang)確(que)實(shi)是(shi)很(hen)大(da)的(de)困(kun)難(nan),對(dui)當(dang)地(di)的(de)居(ju)民(min)造(zao)成(cheng)了(le)很(hen)大(da)的(de)痛(tong)苦(ku),但(dan)是(shi)從(cong)另(ling)一(yi)個(ge)角(jiao)度(du)來(lai)講(jiang)這(zhe)也(ye)是(shi)局(ju)部(bu)的(de),也(ye)是(shi)短(duan)暫(zan)的(de),對(dui)於(yu)全(quan)年(nian)的(de)經(jing)濟(ji)來(lai)講(jiang)也(ye)是(shi)短(duan)暫(zan)的(de),而(er)且(qie)應(ying)該(gai)說(shuo),它(ta)本(ben)身(shen)就(jiu)會(hui)刺(ci)激(ji)一(yi)些(xie)投(tou)資(zi),你(ni)比(bi)如(ru)說(shuo)對(dui)那(na)些(xie)電(dian)網(wang)的(de)改(gai)建(jian),對(dui)我(wo)們(men)煤(mei)和(he)電(dian)的(de)生(sheng)產(chan),本(ben)身(shen)還(hai)會(hui)有(you)一(yi)定(ding)的(de)刺(ci)激(ji)作(zuo)用(yong)。所(suo)以(yi)也(ye)不(bu)像(xiang)市(shi)場(chang)上(shang)有(you)些(xie)人(ren)說(shuo)的(de),就(jiu)好(hao)象(xiang)是(shi),這(zhe)個(ge)是(shi)多(duo)麼(me)大(da)的(de),對(dui)GDP產(chan)生(sheng)多(duo)麼(me)大(da)的(de)影(ying)響(xiang)一(yi)樣(yang),我(wo)完(wan)全(quan)不(bu)否(fou)定(ding),如(ru)果(guo)出(chu)現(xian)影(ying)響(xiang),我(wo)相(xiang)信(xin)有(you)關(guan)決(jue)策(ce)的(de)當(dang)局(ju)會(hui)做(zuo)出(chu)相(xiang)應(ying)的(de)反(fan)映(ying),這(zhe)正(zheng)像(xiang)救(jiu)災(zai)本(ben)身(shen)是(shi)要(yao)全(quan)力(li)以(yi)赴(fu)的(de)道(dao)理(li)是(shi)一(yi)樣(yang)的(de),但(dan)是(shi)我(wo)也(ye)想(xiang)說(shuo)的(de)就(jiu)是(shi),我(wo)們(men)的(de)市(shi)場(chang)也(ye)好(hao),我(wo)們(men)的(de)投(tou)資(zi)者(zhe)也(ye)好(hao),我(wo)們(men)對(dui)經(jing)濟(ji)分(fen)析(xi)的(de)總(zong)體(ti)趨(qu)勢(shi)來(lai)講(jiang)也(ye)好(hao),中(zhong)國(guo)經(jing)濟(ji)仍(reng)然(ran)是(shi)一(yi)個(ge)穩(wen)定(ding)高(gao)速(su)增(zeng)長(chang),本(ben)身(shen)的(de)市(shi)場(chang)就(jiu)支(zhi)撐(cheng)了(le)很(hen)大(da)的(de)增(zeng)長(chang),而(er)且(qie)對(dui)外(wai)經(jing)濟(ji)的(de)聯(lian)係(xi)又(you)是(shi)多(duo)方(fang)麵(mian)的(de),又(you)是(shi)廣(guang)泛(fan)的(de),而(er)且(qie)這(zhe)個(ge)情(qing)況(kuang)也(ye)是(shi)不(bu)一(yi)樣(yang)的(de),中(zhong)國(guo)經(jing)濟(ji)這(zhe)麼(me)大(da),各(ge)種(zhong)各(ge)樣(yang)的(de)困(kun)難(nan)每(mei)年(nian)都(dou)會(hui)有(you),但(dan)是(shi)總(zong)體(ti)來(lai)講(jiang)還(hai)是(shi)一(yi)個(ge)穩(wen)定(ding)高(gao)增(zeng)長(chang)的(de)一(yi)個(ge)勢(shi)頭(tou)。
主持人:中(zhong)國(guo)現(xian)在(zai)進(jin)入(ru)了(le)加(jia)息(xi)的(de)通(tong)道(dao),美(mei)國(guo)現(xian)在(zai)又(you)持(chi)續(xu)的(de)幾(ji)次(ci)降(jiang)息(xi),那(na)麼(me)中(zhong)美(mei)彙(hui)率(lv)出(chu)現(xian)一(yi)個(ge)倒(dao)掛(gua)的(de)現(xian)象(xiang),您(nin)覺(jiao)得(de)這(zhe)是(shi)否(fou)會(hui)給(gei)中(zhong)國(guo)人(ren)民(min)幣(bi)的(de)升(sheng)值(zhi)帶(dai)來(lai)更(geng)大(da)的(de)壓(ya)力(li),人(ren)民(min)幣(bi)升(sheng)值(zhi)升(sheng)到(dao)什(shen)麼(me)地(di)方(fang)您(nin)覺(jiao)得(de)是(shi)個(ge)頂(ding)點(dian)呢(ne)?
樊綱:zhegemeiyoupinglun,zheyoujuecezhemenlaifenxi,laidingdewenti,zhiyushuorenminbi,renminbideshengzhitashiyigejingjiguanxibianhuadejieguo,yifangmianyouwomendezhefangmiandejingjideshilidebianhua,womendeshengchanlvdetigao,womenzhexienianxiaolvdegaijin,gaigekaifangyihouwomenjishudejinbudengdeng,zhexiedoushishengchanlvzaibuduandetigao,shengchanlvzaibuduantigao,jiuxiangdangyunizhegeguojiazhexiedongxijiugengzhiqianle,nidenenglijiugengqiangle,yincijingjifazhandaoleyidingdejieduan,meigeguojiadouyouyigeshengzhideguocheng。
lingyifangmian,nixiangyixiang,yigehuilvshiliangzhonghuobidebiliguanxi,youwomenzhebianrenminbihoumiandezhexiejingjiguanxi,jingjiyinsudeyingxiang,haiyounabianmeiyuandehoumiandezhexiejingjiyinsudeyingxiang,ruguomeiyuanbuduanzaibianzhi,nishuowomenshenmeshihoushigetou?nidaotouletabudaotou,nishuoshenmeshihoudaotou,suoyixianzailaoyourenshuo,womenshibushirenminbishengzhi,dafudushengzhijiukeyidaoleyicixingjiejuewentidaoleshenmejunhengdian,nizenmezhidaoyicijiujiejuelewenti,nizenmezhidaonashijunhengdian,nagejunhengdianmeiyuanbuduanbianzhi,jinnianbiannameduo,mingnianbiannameduo,hounianzaibiannameduo,nizenmezhidaoniyicixingnengjiejuewenti,nijiejuebulewenti,suoyizhengshicongzhegejiaodulaijiang,bushiwomenyifangmiandewenti,tashiduofangmiandewenti,tashizhenggeshijiejingjigeju,jingjiguanxibianhuadezhegewenti,wangwanggengduodeshiyinweimeiyuanbianzhidaozhidehuilvbianhua,erbushiwomenzhebianzenmeyangzenmeyangdewenti,suoyicongzhegejiaodulaijiang,womentaolunhuilvwenti,taolunzijinliudongwentidouyaoyougengdadeyanguang,zhebenshenjiushiyigeguojidewenti,tajiushiyigeguojishouzhidewenti,erbushiwomendanfangmiandewenti,congzhegeyiyishanglaijiang,womenxuyaoyouchangqidesixiangzhunbei,meiguozhecicianweijidaozhijinrongdetiaozheng,jinrongdeweiji,quanshijiehuobiguanxifashengzhexiebianhua,zhexiedoushiwomenjianglaiyaomianduidexindeqingkuang。womenxiangyingdehuobizhengceyehao,huilvzhengceyehaodengdengdengdengdouxuyaogenjuzhexiexindebianhuaerzhubuzhubudelaizhaodaowomendezuidaliyidesuozai。
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主持人:美國這一次發生次按危機之後股市一直下跌,美聯儲連續降息降稅來提高市場的信心,針對目前國內A股市場下跌的情況,也有一些人呼籲政府應該適當的救市,而這並不違背經濟市場的本意,您怎麼看這個觀點?
樊綱:我wo對dui此ci沒mei有you評ping價jia,我wo也ye不bu研yan究jiu股gu市shi。但dan是shi美mei聯lian儲chu做zuo的de事shi情qing它ta首shou先xian是shi保bao證zheng流liu動dong性xing的de供gong給gei,它ta首shou先xian是shi保bao證zheng流liu動dong性xing的de增zeng加jia和he緩huan解jie信xin貸dai萎wei縮suo這zhe件jian事shi情qing。所suo以yi從cong經jing濟ji當dang局ju的de角jiao度du來lai,它ta在zai一yi般ban的de意yi義yi上shang去qu調tiao整zheng貨huo幣bi的de供gong給gei和he直zhi接jie去qu救jiu什shen麼me市shi這zhe不bu一yi樣yang的de。它ta是shi通tong過guo貨huo幣bi供gong給gei流liu動dong性xing的de這zhe種zhong調tiao整zheng,間jian接jie地di影ying響xiang一yi些xie市shi場chang的de供gong求qiu關guan係xi,影ying響xiang市shi場chang上shang人ren們men的de對dui經jing濟ji整zheng體ti運yun行xing的de信xin心xin、看法,這是和所謂的救市是不同的。
suoyishuo,jishizhongguohuobidangju,jishizhongguodezhengfumianduizhenggezhezhongjumianzhenggejingjijushicaiquzhengcetiaozheng,woxiangxinshouxianyeshiyinggaizuohongguanzhengcetiaozhengdeshiqing。zhengfuganyuweiguanhuodong,ganyushichanghuodong,woxiangzhegenibuguanshiyahaishida,zenmedoushiyouwentide,changqilaijiangwogerendoushi,wogerenwoyeshiduiciyebaoliukanfade。hongguanzhengceshidajiadouxuyaode,fadaguojiayexuyao,danshiquganyuweiguandeyixiehuodong,ganyuweiguandeyixiejiage,ganyuweiguandehenduoxingweideyueshuhexingweidefangshi,zongdelaijiangbushiyigehaodebanfa。zhiyushuodaoxianzaiyinggaizuoshenme,womeiyoupinglun,woyebuxiangpinglunzhejianshiqing,danshiwoxiangwomenbuyinggaiwangjilewomenhaiyaochaozheshichanghuadefangxianggengduodefazhan,womendezibenshichangyehao,gengduodehaishixuyaochaoshichanghuadefangxiangfazhan。
你別是市場好的時候要搞市場,市場不好的時候就 qingzhengfulaiganyuzhegeganyunage,daotoulaizhengfubeilebaofushichanghaishibuhao,suoyiwomenhaishiyongyizhongshichangdesiwei,danshichangxuyaohongguantiaokongzheyeshixiandaishichangdeyigeyaoqiu,danshizaiweiguancengcishang,zaishichangdezhegecengmianshangwoshuohaishirangshichangbenshenfahuizuoyongbijiaohaoyidian。
主持人:這一次雪災在某種程度上加劇了某些物價的上漲,有沒有可能覺得由於雪災帶來了更嚴重的通貨膨脹呢?
樊綱:通(tong)貨(huo)膨(peng)脹(zhang)是(shi)一(yi)個(ge)長(chang)期(qi)的(de)概(gai)念(nian),通(tong)貨(huo)膨(peng)脹(zhang)不(bu)是(shi)因(yin)為(wei)一(yi)個(ge)雪(xue)災(zai)導(dao)致(zhi)了(le)一(yi)兩(liang)個(ge)月(yue)的(de)什(shen)麼(me)供(gong)給(gei),供(gong)求(qiu)關(guan)係(xi)的(de)暫(zan)時(shi)的(de)變(bian)化(hua),不(bu)是(shi)這(zhe)個(ge),它(ta)隻(zhi)是(shi)暫(zan)時(shi)的(de)局(ju)部(bu)的(de)這(zhe)種(zhong)價(jia)格(ge)上(shang)漲(zhang),所(suo)以(yi)通(tong)貨(huo)膨(peng)脹(zhang)包(bao)括(kuo)跟(gen)通(tong)貨(huo)膨(peng)脹(zhang)相(xiang)關(guan)的(de)什(shen)麼(me)加(jia)息(xi)不(bu)加(jia)息(xi),你(ni)都(dou)需(xu)要(yao)有(you)一(yi)個(ge)時(shi)間(jian)的(de)概(gai)念(nian),不(bu)是(shi)說(shuo)今(jin)天(tian)就(jiu)調(tiao)了(le),今(jin)天(tian)價(jia)格(ge)上(shang)漲(zhang)了(le),我(wo)馬(ma)上(shang)升(sheng)息(xi),馬(ma)上(shang)就(jiu)通(tong)貨(huo)膨(peng)脹(zhang)高(gao)了(le),第(di)二(er)天(tian)掉(diao)下(xia)來(lai)了(le),完(wan)了(le)降(jiang)息(xi),這(zhe)個(ge)振(zhen)動(dong)太(tai)大(da)了(le),所(suo)以(yi)要(yao)對(dui)此(ci)進(jin)行(xing)區(qu)分(fen)。世(shi)界(jie)糧(liang)食(shi)價(jia)格(ge)上(shang)漲(zhang),世(shi)界(jie)油(you)價(jia)上(shang)漲(zhang),導(dao)致(zhi)的(de)飼(si)料(liao)價(jia)格(ge)上(shang)漲(zhang),導(dao)致(zhi)牛(niu)、牛奶、豬肉價格,這是飼料價格上漲引起的長期的變化是一個問題,我們短期的一個局部有一點兒雪、霜shuang,交jiao通tong產chan生sheng問wen題ti等deng等deng,產chan生sheng的de一yi些xie價jia格ge的de上shang漲zhang,總zong的de來lai講jiang是shi屬shu於yu局ju部bu的de和he短duan期qi的de,這zhe還hai沒mei法fa用yong通tong貨huo膨peng脹zhang這zhe個ge詞ci,因yin為wei通tong貨huo膨peng脹zhang本ben身shen它ta是shi具ju有you一yi定ding時shi間jian趨qu勢shi的de,它ta是shi在zai一yi定ding時shi期qi之zhi內nei具ju有you總zong體ti這zhe麼me一yi個ge趨qu勢shi的de這zhe樣yang一yi種zhong價jia格ge變bian化hua,這zhe個ge我wo們men要yao加jia以yi區qu分fen,當dang然ran了le困kun難nan是shi要yao克ke服fu,問wen題ti是shi要yao努nu力li解jie決jue,但dan是shi解jie決jue的de方fang法fa要yao根gen據ju它ta性xing質zhi的de不bu同tong有you所suo不bu同tong。
主持人:您剛才也提到了
農產品(29.44,-0.34,-1.14%,
吧)的(de)價(jia)格(ge),目(mu)前(qian)農(nong)產(chan)品(pin)的(de)價(jia)格(ge)可(ke)能(neng)麵(mian)臨(lin)一(yi)個(ge)矛(mao)盾(dun),如(ru)果(guo)農(nong)產(chan)品(pin)漲(zhang)價(jia)的(de)話(hua),可(ke)能(neng)會(hui)加(jia)劇(ju)通(tong)貨(huo)膨(peng)脹(zhang),但(dan)如(ru)果(guo)農(nong)產(chan)品(pin)持(chi)續(xu)不(bu)漲(zhang)價(jia)的(de)話(hua),可(ke)能(neng)會(hui)損(sun)害(hai)農(nong)民(min)的(de)利(li)益(yi),在(zai)農(nong)產(chan)品(pin)這(zhe)個(ge)問(wen)題(ti)上(shang),您(nin)是(shi)怎(zen)麼(me)看(kan)的(de)呢(ne)?
樊綱:zheyiciliangshizhangjiashiquanshijiexingde,zheyidianwomenyaoxiangqingchu,zhengshiyinweiquanshijiezhangle,womendenongchanpindejiageyezhangle,nongmindeshouruyetigaole,zheshiwomenqianjiniantaolunnongminshouruzenmetigaodeshihou,yourentizhangjia,nashihounizhangbulejiale,niyizhangjia,yourenjiujinkouliangshi,nanongchanpinjiageyoupingyixiaqule,suoyizaizhegeyiyishang,zhedangranshihaoshi,danshitonghuopengzhangbushihaoshi,tebieshichaochushijiefanweidetonghuopengzhangbushihaoshi,zhezhongpinghengjiushiwomentongguohuobizhengcecongkongzhixuqiudejiaodu,zhegejiage,ranhouzengjiagonggeidejiaodu,zengjiagonggeijiushijiageshanglaiyihou,xiangxingongqiuguanxihuifashengbianhua,nameruguobuchaochuquanshijiedetonghuopengzhangdeshuiping,nawomenjingjihaishiwendingde,xianzaixuyaorenshideyigefeichangzhongyaodewenti,xianzaidetonghuopengzhangshiquanshijiede,shishijiefanweidetonghuopengzhang,yuanyinshifeichangshenkede,youjia、糧liang價jia這zhe些xie都dou進jin行xing了le上shang升sheng的de周zhou期qi,那na麼me如ru果guo我wo們men因yin為wei需xu求qiu過guo大da,因yin為wei流liu動dong性xing過guo多duo,經jing濟ji過guo熱re導dao致zhi了le額e外wai的de通tong貨huo膨peng脹zhang,那na是shi我wo們men要yao特te別bie著zhe重zhong警jing惕ti的de,不bu要yao因yin為wei它ta的de通tong貨huo膨peng脹zhang來lai波bo及ji到dao其qi他ta領ling域yu,大da家jia都dou跟gen著zhe漲zhang價jia,各ge種zhong成cheng本ben都dou循xun環huan提ti高gao,如ru果guo需xu求qiu過guo大da的de話hua,貨huo幣bi過guo多duo的de話hua,所suo以yi我wo們men現xian在zai的de問wen題ti在zai於yu如ru何he控kong製zhi我wo們men的de總zong需xu求qiu,不bu使shi這zhe種zhong世shi界jie性xing的de,以yi世shi界jie通tong貨huo膨peng脹zhang為wei背bei景jing的de這zhe種zhong價jia格ge上shang漲zhang演yan變bian為wei我wo們men的de供gong求qiu關guan係xi的de嚴yan重zhong失shi調tiao導dao致zhi的de全quan麵mian的de通tong貨huo膨peng脹zhang,所suo以yi這zhe個ge是shi我wo們men現xian在zai要yao著zhe重zhong分fen析xi的de問wen題ti和he解jie決jue的de問wen題ti。
主持人:那08年的經濟走勢您怎麼看?
樊綱:還是挺好的吧!所謂受美國的影響,我們可能低一點,出口稍微少一點,這些是我們原來希望實現的,11點多的增長,太多了。降到10也還是很高,降到9yehaishihengao,jiangleyouderenhuigandaonanshou,danshimeiyouzhegexiaonanshouyihouwomenjiuhuiyoudananshou,nixianzaibutiaozheng,jianglaijingjiguorele,chuxiandadeweijile,najiushidananshou,suoyiwoshuo08nianchuyidianerxiaodetiaozheng,zheshihaoshiyeshijijide,yourenlaoshuoshifumiandewoshuoshizhengmiande,shijijide,duiwomenzhongguochangqifazhanshijijide,ranhoujiezhushijiejingjidetiaozhengwomenyejinxinglewomendetiaozheng,yeshijijide,womenjiegoudangzhongyouhenduowenti,jiezhutazhezhongtiaozhengwomenyexuyaoshixiangengduodetiaozheng,suoyicongzhegeyiyishanglaijiang,08年仍然是我們經濟持續增長的一年,也許要進行一些調整,也是在長期增長的過程當中的一定的調整,這我個人還是比較樂觀的。
主持人:謝謝樊綱老師,最後跟我們網友說幾句!
樊綱:在此給新浪網的網友們拜年,祝大家2008年工作順利,身體健康,也希望大家2008年開始到新浪網上看中國經濟50人新浪長安講壇,謝謝。