两大民生问题，害怕且心寒
杂谈民生，一家之言，切勿深究。
最近上班买油条，大妈说要3元一根。
我说：“昨天不才卖2.5元一根吗？”
大妈说：“因为猪肉涨价了。”
我说：“猪肉涨价，关你油条什么事，莫不是你这油条是用猪油炸的？”
大妈说：“因为我想吃猪肉。”
竟然觉得大妈说得好有道理，随即觉得大妈着实有点贪心了。要知道大妈之前为了吃上水果，已经把2元一根的油条涨到2.5元了......
2019仅剩3个来月，万万没想到最坚挺的“大类资产”竟然是猪肉。截至8月27日，猪肉批发价已经来到了近33元/公斤，疯涨的猪肉，已经摆脱了人们原来所定义的最基本的生理需求，直接跳升至归属和尊重范畴了。
现在的爱情都有点“变味”了。满手铁矿石？满手黄金？车厘子自由？甚至是换鞋不重样，都不算啥，今时今日，一个女人衡量一个男人爱不爱自己，就看他舍不舍得给你买猪肉了！
猪肉，温饱逼格两不误，所谓是猪排恒久远，一条永流传。
玩笑归玩笑，猪价上涨风雨无阻，可是惊动了上头。
8月21日，国务院为此特地召开会议，发布了5项措施来摁一摁这躁动的猪头。本质上就是鼓励多养猪，提高猪的免疫能力，确保猪肉的供应。
短期来看，这些举措难言有效。毕竟想要猪价下来，无非就是增加供给和减少消费需求。增加供给，短期是不现实的，有违生物发展规律嘛。至于减少消费需求，猪肉一直都是国民肉类消费的大头，饮食习惯也不是说改就能改的。
反正上头的态度是已经到位了，剩下的就顺其自然吧。猪肉，还是且吃且珍惜吧，你觉得现在猪价很贵了？现在可还是猪肉消费的淡季，待到秋意浓时......这猪还能摁的住吗？
CPI红线3%能守得住吗？好险阿，咱们会及时调整猪价在CPI里的权重。
感恩岁月静好如初。
至于猪肉概念股，涨价题材，一般分两步走。开始玩的是预期，市场会提前炒作一波。第二步是价格实打实已经涨了不少，玩的是上市公司业绩向好。回归到基本面，看温氏、中粮就好了。它们可能是冷经济里少有的相对坚挺的个例。
1
房企寒冬，业主心寒
2019年龙湖集团中期业绩发布会上，一名业主哭诉维权，直言龙湖在长沙的楼盘都在维权，无一例外。一边是龙湖靓丽的财报，一边是业主哭丧的脸庞。
遗憾的是，这就是当下房企与房屋消费者大致的缩影。
莫说是龙湖，哪怕是行业里的标杆，维权声亦是不绝于耳。
2018年全国受理房屋建材类的投诉近2.8万件，较去年激增30%；房屋装修、物业服务类的投诉近1.8万件，较去年同比增长超1倍。今年上半年，情况未见好转。
当下房企的生存环境空气稀薄，明面上是财报上可人的数字，实质上却是良心的泯灭，无视质量的底线，将利润建立在业主的痛苦之上。
人性使然，无一例外。利润一旦有了操作的空间，资本就会肆无忌惮。利润越大，资本的底线就越低，甚至是没有底线。
寒冬确实已至，只是不曾想，会让人如此心寒。
完。
3张图中，找自己，跪在真实
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
