《宏观经济数据分析手册》读后感1000字

《宏观经济数据分析手册》是一本由李奇霖著作，上海财经大学出版社出版的平装图书，本书定价：128.00，页数：2021-9，特精心收集的读后感，希望对大家能有帮助。

《宏观经济数据分析手册》读后感(一)：就是笔者自己学习笔记的整理，像个字典，缺乏系统性。

感觉就是笔者自己学习笔记的整理，像个字典，缺乏系统性，新入门可以当手册查。找了一下，没找到作者在资本市场实战的产品或者风评，看了作者的公众号，宏观数据的分析也就是随大流，口水话比较多，参考价值不大。希望作者以后的分析能有更多的干货，错也要错的有态度吧，不会错的话讲了也没用。

祝各位书友龙年大吉，学习有成。

《宏观经济数据分析手册》读后感(二)：数据之于金融，就像地图之于战争。

受益匪浅，宏观入门科普+分析，作者是红塔证券副总裁，就像前言里说的，作为财经院校的专硕导师，因为感到经济金融的研究生教育和实际的脱节，做此书。本书内容很多应该是以往研报直接搬运。主题上，自上而下，从GDP，工业企业数据分析，固定资产投资（制造业、基建、房地产）、社会消费、进出口、物价CPI社融PMI，外汇，财政四本账，做了统计口径的科普和案例分析，可以增长从整体上把握经济运行的能力。宏观研究的基础工作，是在宏观层面上预期差，并找到超预期或低于预期的逻辑和投资依据，实现盈利的关键就是市场重新定价的过程。另外，也是提高大类资产配置研判能力。但是，宏观预测，就像在站在山底看云遮雾罩的山顶，看不真切。但对入门者而言，形成自己的观点，并且想办法验证，才是最重要的。本书的最大价值就是给你验证判断的数据（结合统计局、央行、海关、外管局等等）。数据对于金融，就像地图对于战争，战争是艺术，但也是专业。

《宏观经济数据分析手册》读后感(三)：推荐一本可以结合起来看的新书

书中对宏观经济指标的分析非常细致，如果结合《读懂中国经济：格局、周期和趋势》一书来看，不仅能够对常用指标，而且对中国经济的周期位置和长期趋势能够有一个更为全面的认识。 这本书不仅是介绍了常用指标，还分析了创新周期、猪周期、房地产周期等不同类型的经济周期，以及长期经济增长趋势，经济结构的演变规律，对中国经济的分析更有系统性。

目录 第一篇 中国经济运行的格局 第一章 研判中国宏观经济的框架和指标 ···················································2 一、宏观经济如何运转 ··········································································2 二、常用的中国宏观经济指标··································································5 第二章 GDP—综合测度中国经济 ·························································8 一、GDP如何统计 ···············································································8 二、中国GDP的规模、增速与结构 ························································10 三、容易混淆的GDP与GNI ·································································15 第三章 三大产业—认清中国经济的供给侧 ············································19 一、国民经济行业如何划分 ··································································19 二、稳定中国经济基本盘的第一产业 ·······················································21 三、第二产业成就中国全球制造业大国地位 ··············································26 四、成长中的服务业 ···········································································37 五、观察行业是否景气—采购经理指数（PMI） ······································48 第四章 三大需求—读懂中国经济的需求侧 ············································54 一、14亿人口汇聚起的消费力量 ····························································54 二、投资—中国经济增长中的“关键先生” ···········································64 三、认识全球第一贸易大国的进出口 ·······················································77 读懂中国经济 格局、周期与趋势 VIII 第五章 价格—观察中国经济的通胀水平 ···············································91 一、衡量社会总体价格水平的GDP平减指数·············································91 二、与日常生活息息相关的居民消费品价格 ··············································95 三、影响企业生产经营的工业生产者价格 ················································100 第六章 就业—关注中国经济的最大民生 ·············································104 一、就业情况的整体衡量 ····································································104 二、经济增长创造的城镇新增就业机会 ···················································107 三、反映劳动力闲置状况的指标—失业率 ·············································109 四、求人倍率与工资—衡量劳动力市场的供需情况 ·································111 五、城乡“二元”结构下的农民工就业 ···················································112 第七章 财政收支—看清政府的财政政策 ·············································114 一、“四本预算”揭示财政收支路径 ······················································114 二、从财政赤字变化观察财政风险 ·························································126 三、分税制下的地方政府债务问题 ·························································128 第八章 货币调控—理解央行的货币政策 ·············································134 一、货币政策的目标与工具 ·································································134 二、我国的货币政策转型 ····································································138 三、人民币汇率的决定 ·······································································148 第一篇小结 后疫情时代中国经济的基本特征 ··········································153 一、中国经济的基本格局 ····································································153 二、后疫情时代中国经济的基本特征 ······················································155 三、疫情“后遗症”带给中国经济的新挑战 ·············································158 第二篇 中国经济波动的周期 第九章 经济周期分析框架和中国经济增长的周期波动 ·······························162 一、什么是经济周期 ··········································································162 目 录 IX 二、如何划分经济周期的阶段·······························································163 三、几种常见的经济周期 ····································································168 四、中国经济运行中的周期波动 ····························································171 第十章 农业周期—农产品供给和价格的规律性波动 ·······························175 一、气候变化与农作物生产 ·································································175 二、中国的猪周期波动 ·······································································180 第十一章 创新周期—科技革命和产业变革的发生规律 ····························186 一、科技和产业革命与创新周期 ····························································186 二、中国经济运行中的创新周期 ····························································195 三、创新周期下的能源转型 ·································································196 第十二章 房地产周期—房地产波动背后的驱动因素 ·······························199 一、人口与房地产周期 ·······································································199 二、人口因素影响下的中国房地产长周期 ················································203 三、房地产调控与房地产短周期波动 ······················································205 第十三章 设备投资周期—设备投资如何影响经济增长 ····························214 一、设备更新与设备投资周期·······························································214 二、中国的设备投资周期 ····································································217 第十四章 库存周期—存货变化与工业品价格短期波动 ····························224 一、企业存货管理与库存周期·······························································224 二、中国的库存周期 ··········································································226 三、库存周期与工业品价格、资源类周期股走势 ·······································231 第十五章 金融周期—流动性改变如何引发房价共振 ·······························235 一、信贷、资产价格与金融周期 ····························································235 二、中国的金融周期 ··········································································238 三、金融周期下的资产价格波动 ····························································247 读懂中国经济 格局、周期与趋势 第二篇小结 经济周期视角下的“十四五”时期中国经济走势 ······················249 一、中国经济运行的周期规律·······························································249 二、“十四五”时期中国经济的走势 ······················································252 三、防范化解影响我国经济平稳运行的内外部风险 ····································255 第三篇 中国经济增长的趋势 第十六章 经济增长的规律和动力机制 ···················································258 一、经济增长的一般规律 ····································································258 二、经济增长背后的动力机制·······························································261 第十七章 经济增长的不同阶段 ····························································266 一、经济增长阶段的划分 ····································································266 二、中国经济增长的二元经济阶段 ·························································270 第十八章 经济增长的动力分解 ····························································282 一、经济增长因素分解 ·······································································282 二、改革开放以来中国经济增长的动力 ···················································285 第十九章 经济增长中的产业结构变迁 ···················································296 一、经济增长过程中的产业结构演变 ······················································296 二、要素禀赋如何决定主导产业的发展 ···················································301 三、未来中国的产业发展之路·······························································307 第二十章 经济增长中的需求结构演变 ···················································316 一、经济增长过程中的需求结构变化 ······················································316 二、消费结构的长期变化规律·······························································321 三、消费升级与产业结构的调整 ····························································334 第二十一章 经济增长中的城乡结构变化 ················································337 一、城市化率的“S”形变化规律 ··························································337 目 录 二、中国改革开放以来的城镇化进程 ······················································339 三、城镇化与基础设施、住房投资前景 ···················································343 四、城镇化与未来的城市竞争·······························································348 第二十二章 经济增长中的收入分配结构变化 ··········································351 一、要素收入分配结构的变化规律 ·························································351 二、改革开放以来中国的要素收入分配结构演变 ·······································353 三、个人收入分配结构如何演变 ····························································355 四、中国的个人收入分配变化与壮大中等收入群体 ····································357 第二十三章 经济增长中的跨境贸易投资变化 ··········································362 一、对外贸易结构的变化规律·······························································362 二、中国从贸易大国走向贸易强国 ·························································367 三、跨境直接投资的变化规律·······························································372 四、中国直接投资从“引进来”到“走出去” ··········································374 第三篇小结 2035年远景目标下的中国经济增长 ······································380 一、定位长期经济增长中的中国经济 ······················································380 二、2035年远景目标下的中国经济增长 ··················································383 三、如何保障翻番目标的实现·······························································394 后记 ·······························································································399