虚拟经济的运行方式、本质及其理论的政策含义--马克思逻辑的历史延伸

The Operation Mode,Essence and Policy Implication of Fictitious Economy--The Historical Extension of Marxist Economics

本文在梳理实体经济与非实体经济争议的基础上,概括了马克思主义经济学与西方经济学对于实体经济与非实体经济的基本共识,并归纳了马克思虚拟资本概念下虚拟经济内涵的争议与共识。虚拟经济具有三大市场特征:强调心理预期的资本化定价、追逐货币利润的最大化、独特“单一非对称性”的运行方式。由此构建的虚拟经济的三大理论模型包括:虚拟经济自我膨胀和收缩机制模型、货币与实体经济和虚拟经济互动关系模型、货币中性与非中性共存经济模型。“实体经济与虚拟经济”分析框架是马克思生产力和生产关系基本逻辑的延伸,是生产力和生产关系分析方法具象化的表现。在此分析框架下,揭示了自20世纪70年代来美国经济结构量变所带来的质变,并可提供一些新的政策措施。

Firstly,on the basis of sorting out the disputes between the real economy and the non-real economy,this paper summarizes the basic consensus of Marxist economy and western economy on the real economy and non-real economy,and the dispute and consensus on the connotation of fictitious economy under the concept of Marx’s fictitious capital.Secondly,this paper reveals the three characteristics of fictitious economy:capitalization pricing which emphasizing the psychological expectation,pursuing the maximization of money profit,and unique“single asymmetry”operation mode;it constructs three theoretical models of fictitious economy:the expansion and contraction mechanism model of fictitious economy,the interactive relationship model of currency,real economy and fictitious economy,and the neutral and non-neutral of currency co-existence economic model.Thirdly,in the framework of“real economy and fictitious economy”,this paper analyzes the qualitative changes of American economy since the 1970s,the changes in the relationship between currency and inflation,the changes of the relationship between American employment and GDP which created by the different pillar industry and structure,and the changes of the balance of payments.Lastly,the paper puts forward some suggestions to correct and prevent the negative tendency of economy“shifting from real to fictitious”,how fictitious economy promote real economy,and serve the high-quality development of economy.