美国“60分钟”特辑:中国楼市或是最大泡沫......
片中王石现身证实主持人观点。想听听精明的四川人对此怎么看。手上有房的是不是该出货了?
另外成都周边是不是也有类似片中的鬼城?现在南三环到华阳那一片盖的房子很多住的人不多。
链接:
http://video.sina.com.cn/p/finance/20130306/054262129087.html
3日CBS(哥伦比亚广播公司,美国三大电视网之一)“60 Minutes"栏目在中国房地产特辑中,称中国楼市可能是历史上最大的地产泡沫。作为世界最大的地产商,万科董事长王石接受英文采访时表示:中国房价太高,楼市有泡沫,对经济有危险,如果破裂,那就是灾难。并称"我相信最高领导人拥有足够智慧来处理这事"。
以下为双语实录
解说
If trouble comes in threes, then what'll bethe next global market to melt down after the U.S. and Europe? Some are lookingnervously at China。
虽说事不过三,但是步美国和欧洲的后尘,谁最可能是第三个陷入困境的主要经济体呢?
很多人都紧张地把目光投向了中国。
解说
China has been nothing short of a financialmiracle. In just 30 years, this state-controlled economy became the world'ssecond largest, deftly managed by government policies and decrees。
中国从来都不缺乏经济奇迹,短短三十年时间,在政府灵活的政策和命令控制下,成长为世界第二大经济体。
解说
One sector the authorities concentrated onwas real estate and construction. But that may have created the largest housingbubble in human history. If you go to China, it's easy to see why there'sall the talk of a bubble. We discovered that the most populated nation on earthis building houses, districts and cities with no one in them。
监管的主要对象包括了房地产建筑业,但是这同时也可能制造了人类历史上最大的地产泡沫。如果你去中国,很容易听到关于泡沫的论调,我们发现世界上人口最多的国家,正在建设空无一人的房屋和城市。
同期
Lesley Stahl: So this is Zhengzhou. And weare on the major highway, or the major road. And it's rush hour。
这里是郑州,我们站在一条主干道上,现在应该是交通高峰时段。
Gillem Tulloch: Yeah –
是的。
Lesley Stahl: And it's almost empty。
这基本都是空的。
解说
Gillem Tulloch is a Hong Kong basedfinancial analyst who was one of the first to draw attention to the housingbubble in China. He's showing us around the new eastern district of Zhengzhou,in one of the most populated provinces in China - not that you'd know it. Wefound what they call a "ghost city" of new towers with no residents,desolate condos and vacant subdivisions uninhabited for miles, and miles, andmiles, and miles of empty apartments。
Gillem Tulloch是一名香港的金融分析师,并且是最早注意到中国地产泡沫的人之一。
他带领我们参观的郑东新区,位于中国人口最多的省份之一,和想象的不一样,我们看到了所谓的“鬼城”,新修的高楼却空无一人,荒芜的公寓和空荡荡的郊区,绵延一片,又一片,又一大片的空房子。
同期
Lesley Stahl: Why are they empty? I'veheard that they have actually been sold。
为什么这些都空着,听说这些都已经卖出了。
Gillem Tulloch: They've all been sold.They've all been sold。
都已经卖掉了,卖光了。
Lesley Stahl: They've all been sold?They're owned。
全卖掉了?有人买了?
Gillem Tulloch: Absolutely。
当然。
解说
Owned by people in China's emerging middleclass, who now have enough money to invest but few ways to do it. They're notallowed to invest abroad, banks offer paltry returns, and the stock market is arollercoaster. But 15 years ago, the government changed its policy and allowedpeople to buy their own homes and the flood gates opened。
是中国新兴的中产阶级买的,他们有足够的钱却无处投资,他们不允许投资海外,利息收入菲薄,股票市场则是过山车。但是15年前,政府放开政策,允许私人购买房产,就由此开闸。
同期
Gillem Tulloch: So what they do is theyinvest in property because property prices have always gone up by more thaninflation。
他们之所以投资地产是因为房价一直上涨并且跑过了通货膨胀。
Lesley Stahl: And they believe it will alwaysgo up?
并且他们认为还会一直涨下去?
Gillem Tulloch: Yeah, just like theybelieved in the U.S。
是的,就跟美国人之前的想法一样。
解说
Actually, property values have doubled andtripled and more -- so people in the middle class have sunk every last pennyinto buying five, even 10 apartments, fueling a building bonanza unprecedentedin human history. No nation has ever built so much so fast。
事实上,房价翻了两三倍甚至更高,所以中产阶级的榨干了也要买5套甚至10套房子,给人类历史上前所未有的建设潮提供燃料,从没有哪个国家建过这么多、这么快。
同期
Lesley Stahl: How important is real estateto the Chinese economy? Is it central?
地产业对中国经济有多重要?主导地位?
Gillem Tulloch: Yes. It's the main driverof growth and has been for the last few years. Some estimates have it as highas 20 or 30 percent of the whole economy。
是的,是过去几年和现在经济增长的主要动力。
有人估计占据了经济的两成到三成。
Lesley Stahl: But they're not just buildinghousing. They're building cities。
他们修的不仅仅是房子,还有城市。
Gillem Tulloch: Yes. That's right。