索罗斯：今天的中国类似于金融危机时的美国

乔治•索罗斯针对中国经济发出了又一次警告：中国的情况看起来像是2007年和2008年的美国。

2015年年中，中国经济增速开始减缓，政府竭尽全力让GDP的增速达到目标。今年3月，他们取得了初步成功，第一季度的GDP增长达到6.7%，超过了6.5%的全年增长目标。不过数据显示，这次增长部分要归功于大规模的新信贷刺激，中国人民银行的数据表明，当月的刺激规模高达3,610亿美元，远远超出预估中值的2,160亿美元。

这是一个警报，即中国政府可能会冒着债务膨胀的危险提高增长速度。

据彭博社报道，最近，在纽约举行的亚洲协会（Asia Society）会议上，索罗斯表示中国的经济形势“让人不安地类似于美国2007年和2008年经济危机时的情况，当时美国同样是由信贷增长推动发展”。他说：“银行供应的大部分钱都被用于填补坏账，让亏损企业继续存活下去。”

今年早些时候，索罗斯认为世界第二大经济体中国将会“硬着陆”，引起了中国政府的不满。索罗斯还表示他正在做空亚洲货币，尽管他没有明说是人民币还是港币。而中国媒体也对他的预测进行了回应。《人民日报》在1月份的文章中写道：唱衰中国者“注定失败”。

索罗斯在1992年做空英镑，一日内净赚10亿美元，又在1997年做空泰铢，他的这些事迹广为人知。索罗斯与其他许多投资者一样，不看好中国的未来。这些人中还包括杰弗里•冈德拉奇、大卫•泰珀和比尔•阿克曼。（财富中文网）

译者：严匡正

George Soros has issued another warning regarding China’s economy: It looks like America in 2007 and 2008.

Since the Chinese economic machine began slowing mid-2015, the communist-run government has been trying desperately to hit its domestic growth targets. The nation succeeded in March, when it reported that first-quarter GDP rose 6.7%—in line with its year-long target of 6.5%. But data suggests the expansion was partly driven by a massive surge of new credit which totaled $361 billion that month according to the People’s Bank of China—far exceeding the median forecast of $216 billion.

That’s a red flag that the Chinese government may be fueling growth at the risk of ballooning debt.

China’s economic situation “eerily resembles what happened during the financial crisis in the U.S. in 2007 and 2008, which was similarly fueled by credit growth,” Soros said during Wednesday’s Asia Society event in New York, according to Bloomberg. “Most of money that banks are supplying is needed to keep bad debts and loss-making enterprises alive,” he said.

Earlier this year, Soros drew the ire of the Chinese government after saying the world’s second-largest economy was headed for a “hard landing.” Soros also revealed that he was shorting Asian currencies, though he never specified either the Chinese Yuan or the Hong Kong Dollar. Chinese state media responded to his prediction with one of its own: Investors betting against China are “doomed to fail,” the People’s Daily wrote in January.

Soros is widely known for making $1 billion in a single day after shorting the British pound in 1992, and later shorting the Thai Baht in 1997. He joins a host of other investors who have professed bearish sentiments regarding China. That list includes Jeffrey Gundlach, David Tepper, and Bill Ackman.