凯恩斯读后感——基石的掣肘

凯恩斯读后感——基石的掣肘accordingtothesituationofourcurrentrealeconomyandthevirtualeconomycontext，chinatakesont

凯恩斯读后感——基石的掣肘 accordingtothesituationofourcurrentrealeconomyandthevirtualeconomycontext， chinatakesontheexcessliquidityindeed，excessliquidityintherealeconomymainly showedasalotofliquidityinthebanking， andthissurplusisakindofmoneystocksurplusandthiskindofsurplusmainlyshowedasth edistancebetweeninthesavingsandthe expandingarebecomingbiggerthanbefore.asfortheexcessliquidityinthevirtualeconom y，itmainlyreflectedinchina'sfinancialmarkets， suchastherapidriseinhousepricesandtheinstabilityofthestockprices. theproblemofexcessliquidityhasbeenalwaysahottopicineconomicsfields， andmanycountrieshadmadelotsofresearchonthissubject.onthebackgroundofglobala ndchina’sexcessliquidity， theresearchontheexcessliquiditysetsoffanewwaveinworldwideeconomics.thestudyo fthispaperontheexcessliquidityisbasedonthekeynesians monetarydemandtheory， becausethephenomenonofexcessliquidityisakindofmonetaryphenomenoninsomeext ent，fromtheperspectiveofexternalfactors， themainfactorsaffectingexcessliquidityisthetransmissionofexcessliquidityoftheworl dandtheforeignhotmoneyspeculationbehaviorincreasingfrequency.asfortheinternalf actor，the performanceoftheexcessliquidityshowedasthemoneysupplyisincreasing， andhouseholdsavingsistendingtorisebuteffectivedemandofthecurrencyisrelativelyin sufficient.inaddition， excessliquidityinchinatakesonthecharacteristicswhichthestructureisnot balanced.sufficientliquiditycouldprovideastrongdrivingforceforeconomicdevelopme nt，however，iftheexcessliquidityoccurscontinually， itwillgenerateanenormouspotential risksforeconomicdevelopment，suchasthecurrencyinflation， thedistortionofeconomicstructureandtheimbalancesoftheregionaleconomicdevelop ment.therefore， howtocontroltheliquiditywithinareasonablerangeisnecessary.weneedtosetoutaserie sofrelatedpoliciesandmeasure， soastoensurethesustainabledevelopmentofourcountry'seconomic. 从我国当前的实体经济和虚拟经济实际情况来看，我国确实存在流动性过剩的情 况，实体经济中的流动性过剩主要表现在银行中大量流动性沉淀，且这种过剩是一 种存量上的过剩。主要表现在储蓄超过贷款的差额在不断扩大。至于虚拟经济中的 流动性过剩则主要表现在中国的资本市场上，2009年开始的这轮房地产热和股市 牛市行情的快速开启，发生于金融危机冲击下实体经济低迷和宽松经济政策下流动 性过剩的大环境中，资产价格的快速上扬体现经济泡沫边缘化的征兆已经显现。