我来一个跟进搬运:
恒大的角色似乎不足以像雷曼兄弟一样做个indicator,但就地产泡沫规模而言,即使算上通胀,与2000s的美国相比我墙还是赢了的✌
"Analysts have generally indicated an Evergrande default wouldn’t spur a crisis of confidence like the one that followed the Lehman Brothers collapse. But Evergrande is the largest property developer in a Chinese real-estate bubble that has been expanding for years. Investment over the past decade in China’s residential-property market has dwarfed the U.S. housing bubble of the 2000s, at least in terms of its share of domestic economic output."
https://www.wsj.com/articles/chinas-evergrande-debt-crisis-sizing-up-a-big-mess-11633253402?st=t2nmo2ub1giqvg2&reflink=desktopwebshare_permalink