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《財富》水晶球:2014全球大事預測

《財富》水晶球:2014全球大事預測

Ryan Bradley, Geoff Colvin, Catherine Dunn, Leigh Gallagher, Stephen Gandel, Miguel Helft, Jessi Hempel, Marty Jones, Adam Lashinsky, JP Mangalindan, Megan McCarthy, Tory Newmyer, Jennifer Reingold, Daniel Roberts, Alex Taylor, Shawn Tully, and Jen Wieczner 2014-01-08
新的一年會不會爆出更大規模的監控丑聞?蘋果會不會推出堪與iPod、iPhone、iPad比肩的重磅新產品?北極資源爭奪戰會不會擦槍走火?電動汽車會不會大流行?比特幣能否進入主流?……新年到來之際,《財富》預測了2014年可能會發生的重大事件。

????下一個泡沫

????藝術品

????去年,本已有些膨脹的藝術品市場又被泵入大量空氣。首先,弗朗西斯?培根的一幅畫作(或者說一幅三聯畫)以1.428億美元售出,創下了有史以來單幅作品的拍賣新紀錄,足足比2008年售出的另一幅出自培根之手的三聯畫高出了165%。接著,杰夫?昆斯的一尊狗雕塑作品創下了在世藝術家作品的最高拍賣價:5,800萬美元。這兩起拍賣發生在佳士得拍賣行(Christie)舉辦的同一場晚間拍賣會上,它或許意味著以下兩件事之一:這種大肆炒作預示著各路收藏家即將爭相出售藝術品,泡沫破滅指日可待;抑或,這就是大肆炒作而已。藝術品市場今年崩盤的幾率微乎其微。這年頭,有太多的億萬富豪需要填充太多的墻壁。概率:14%

????學生貸款

????目前尚未償還的學生貸款余額預計高達1,500億美元,如此巨款猶如千鈞重擔,壓得應屆和畢業已經若干年的往屆大學畢業生苦不堪言。于數百萬美國年輕人而言,這是一個真真切切的問題。但它是一個泡沫嗎?不完全是——這至少是按歷史標準評判的結論。回望2006年和2007年,學生貸款市場協會(Sallie Mae,又稱薩利美)發行,由各大銀行交易的學生貸款支持證券( SLABS)價值近1,350億美元。如今,許多銀行已經徹底放棄了學生貸款業務,目前的SLABS交易額僅為11億美元。這個數據已經在報端引發熱議——相較于泡沫泛濫的時期,它幾乎連一個漣漪都算不上。盡管如此,估計會有許多媒體人(和一些自詡的媒體人)把它稱為泡沫。亞倫?索爾金將其寫入《新聞編輯室》(The Newsroom)劇本的幾率為:75%。

????會議

????首先要說明的是,有一個會議就叫“泡沫會議”(BubbleConf)。它的受眾群體是企業家,但更能說明問題的是,它之所以誕生,是因為其創始人需要簡單地“組織一場會議”。據美國勞工統計局(the U.S. Bureau of Labor Statistics)預計,年營收額已經高達大約800億美元的會議及會展業將在未來10年擴張44%(當然,《財富》自己也主辦好幾場會議)。但這股會議浪潮的最佳代言人莫過于美國規劃協會(American Planning Association)將于2014年在亞特蘭大舉辦的集會——從字面上看,這是一場旨在規劃更多會議的會議。精彩電視臺(Bravo)是否將圍繞這場會議之會議的出席者開發一個真人秀節目?幾乎確鑿無疑:97%。

????The next bubbles

????Art

????Plenty of air was pumped into the already tumescent market for fine art last year. First a painting (or one set of three) by Francis Bacon sold for $142.8 million, the most ever paid for a work at auction and a 165% spike in price from when the last Bacon triptych sold, in 2008. Then a dog sculpture by Jeff Koons fetched $58 million, the most ever paid for a work by a living artist. That this happened on the same night, in the same Christie's auction, could mean one of two things: rampant speculation portending the end of a bubble as everyone scrambles to sell, or just plain rampant speculation. Odds that the art market collapses this year? Only slight. Too many billionaires these days need to fill too many walls: 14%

????Student Loans

????There is an estimated $150 billion in outstanding student loans weighing down most recent and not-so-recent college graduates. For millions of young Americans, it's a genuine problem. But is it a bubble? Not really -- at least by the standards of history. Look back to 2006 and 2007, when banks traded nearly $135 billion worth of Sallie Mae's student-loan asset-backed securities (known as SLABS). Today many banks are out of the student-loan biz altogether, and just $1.1 billion in SLAB trading makes waves in the papers -- barely a ripple compared with far frothier times. Still, count on many in the media (and pretend media) to call it that. Odds that Aaron Sorkin will write it into the plot of The Newsroom:75%

????Conferences

????First thing first: There is a conference named BubbleConf; it is for entrepreneurs, but more telling, it was born out of its founders' need to simply "organize a conference." The U.S. Bureau of Labor Statistics expects the convention and event industry, which already generates an estimated $80 billion a year, to expand by 44% over the next decade --Fortune, of course, has a few conferences of its own. But nothing captures the conference proliferation quite like the American Planning Association's 2014 gathering in Atlanta -- which, literally, is a conference for planning more conferences. What are the odds that Bravo will develop a reality show around the people at the conference of conferences? A near-sure thing: 97%.

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