主要是地產以及相關金融業暴雷，然後是過度封鎖和限制國內國際旅行等
https://fortune.com/2021/11/09/china-economy-growth-outlook-real-estate-crash/
"In the U.S., it was a housing debacle that unleashed the deepest crash since the Great Depression. Lured by teaser rates, folks who couldn’t afford a home left their apartments and bought a ranch, colonial, or condo. Builders kept selling to a new class of speculators who didn’t live in the sprouting subdivisions but kept watching the “value” of their empty abodes jump as nearby homes sold at higher and higher prices. When rates reset, millions of families who had moved from tenant to owner could no longer make the monthly nut. So heavy was the glut that the investors couldn’t find renters to cover mortgage payments and taxes. Millions of strapped homeowners sent their keys back to their lenders in a flood of “jingle mail” as foreclosures flooded the market.
As the “for sale” signs multiplied, housing prices dropped from October 2006 to February 2012 by 28%. The crisis sank Lehman Brothers, and saddled the banks with steep losses that crunched credit for consumers and companies. It took over a decade from the start of the downturn, until mid-2017, for home prices to return to their bubble highs. Adjusted for inflation, your house shed 30% of its value over those 11 years. GDP dropped sharply, and the economy’s output didn’t regain pre-crisis levels for around 30 months..."
https://fortune.com/2021/11/09/china-economy-growth-outlook-real-estate-crash/
"In the U.S., it was a housing debacle that unleashed the deepest crash since the Great Depression. Lured by teaser rates, folks who couldn’t afford a home left their apartments and bought a ranch, colonial, or condo. Builders kept selling to a new class of speculators who didn’t live in the sprouting subdivisions but kept watching the “value” of their empty abodes jump as nearby homes sold at higher and higher prices. When rates reset, millions of families who had moved from tenant to owner could no longer make the monthly nut. So heavy was the glut that the investors couldn’t find renters to cover mortgage payments and taxes. Millions of strapped homeowners sent their keys back to their lenders in a flood of “jingle mail” as foreclosures flooded the market.
As the “for sale” signs multiplied, housing prices dropped from October 2006 to February 2012 by 28%. The crisis sank Lehman Brothers, and saddled the banks with steep losses that crunched credit for consumers and companies. It took over a decade from the start of the downturn, until mid-2017, for home prices to return to their bubble highs. Adjusted for inflation, your house shed 30% of its value over those 11 years. GDP dropped sharply, and the economy’s output didn’t regain pre-crisis levels for around 30 months..."
锟斤拷锟洁辑时锟斤拷: 2021-11-10 04:40:36
