YouTube15 May 2025
23m

李蓓打算清仓银行股,房价下跌即将触及银行平仓线,断供、坏账风险将加速暴露;深铁又加仓15亿万科,越套越深;大摩提示五六月份房地产将进一步恶化

Podcast cover

蛋小黄

Open in Podwise to generate AI notes

Sign in to process this episode and unlock summaries, transcripts, highlights and translations.

Open in Podwise

Shownotes are not generated by Podwise.

李蓓打算清仓银行股,房价下跌即将触及银行平仓线,断供、坏账风险将加速暴露;深铁又加仓15亿万科,越套越深;大摩提示五六月份房地产将进一步恶化