Chapter 321 Individuals also need to decouple and recouple
Yesterday's news:
1. Honda will close two factories in China.
Porsche is considering returning to fuel vehicles and hybrid vehicles in the country;
Rumor: Foxconn is considering making cars in my country.
The automobile industry is the largest industrial category in the world. It is well known that its industrial chain is extensive and the industrial output value it can drive is huge.
As the world's number one manufacturing power, we will soon become the world's number one country in the future.
This industry must and will be taken over.
In the future, among the top ten manufacturing companies in the world in the automotive industry, my country will definitely have at least five.
This is the biggest change in the global automotive industry in the future, and it's also the underlying logic behind our investment in smart cars (not just some foolish investments like Volkswagen Transportation or King Long Motors).
Let me say it again, the future route of new energy vehicles is Zengcheng vehicles and pure electric vehicles, and hybrid vehicles are just a transition.
2. Russia announced that it will transfer large enterprises to the Near East and Far East on October 1.
The atmosphere in Europe is becoming increasingly tense.
Combined with the Beijing Declaration announced a few days ago, and then linked to my country’s breakthrough in lithography technology last year, and the official release of the Hongmeng system this year.
It can be said that both China and Russia have made all preparations for decoupling step by step, both militarily and economically.
The war is about to break out.
The war economy will also be more prosperous.
3. Looking back at the history of the past few hundred years, it is a history of colonialism by the Western European and American bloc, a global history full of blood, tears and money.
Carrying, everyone.
It also laid the foundation for today's international order - the modern colonial order of Europe and the United States.
Today, we are in an era of great changes unseen in a century.
The real significance of this great change is to completely end the Western colonial history.
Therefore, in this intense and turbulent history, many events occurred that are destined to be recorded in history.
For example, the trade war, chip war, and virus war that began in 2018, the Russo-Bird War that began in 2022, and the Middle East unity and liberation that is being and will be realized in the future, the complete liberation of Africa, the liberation of East Asia, and the liberation of South America.
Completely dismantle the old colonial system.
And completely erase (decoupling) all the economic (capital), military, and political aspects based on the old colonial system.
Then unite all countries to establish a new international order (re-link).
That is to say, to achieve the goal of destroying the old world and building a new world as taught by Teacher Y.
Now, our domestic economy is a little bit difficult, this is because we are in a big fight with the United States.
It is also because many fields, such as real estate, education and training, finance, education, culture, etc., have already been and are being decoupled from the European and American capital colonial system.
So, it is normal that these fields are very difficult.
Because these old orders are anti-D and anti-trend, and they must be eliminated.
Naturally, in the future, a new order will be established to replace it.
Naturally, future opportunities will arise.
This is the general trend of history, it is so powerful that it cannot be changed by just a few complaints.
Therefore, whether in thinking, work, or investment, we should keep up with the trend thoroughly, actively decouple from European and American Western capital, and take the initiative in our lives.
Also, in terms of thinking, career, and investment, we should be one step ahead in finding a new, emerging, grand new order and a grand new trend - the rejuvenation of China!
Those who follow the trend will prosper, and those who go against the trend will perish.
Choice is greater than effort.
When the wind is blowing, even pigs can fly; when in the abyss, even cows can't walk.
Of course, we can also broaden our horizons a little further.
At present, the domestic cake has been distributed almost completely, and we have entered the stage of stock game.
In the future, once the old order established by Europe and the United States overseas collapses,
There will definitely be political, economic and military gaps in many overseas countries.
At that time, it will be the best time for our country to connect with these countries again and for enterprises to go overseas in a big way.
We can refer to the history of European and American multinational companies, which have expanded globally by taking advantage of the rise of major powers and sharing national dividends.
You can also refer to the Russian domestic automobile market, which was left blank due to sanctions from Europe and the United States. Chinese automobile companies filled the gap in just two years and made a fortune.
Shareholders exchange:
1. "Xuanwei who likes fragrant pears": So is it time to selectively buy consumer stocks at the bottom now?
Not recommended.
Now is a critical moment in the competition between China and the United States. These food, drink and entertainment projects will definitely be suppressed and limited resources will be put into hard industries.
It will be a good time to invest in these industries only after the Americans are defeated in the future.
So, from this point of view, taking Moutai as an example,
In the past, we have deduced that next year, when inflation rises, might be a better time.
However, after communicating with you today, I found that the time to invest in Moutai may have to be postponed.
Because the dispute between China and the United States may be a tug-of-war.
These consumer stocks will definitely be suppressed, and a large amount of resources will be allocated to hard industries such as new Z productivity, manufacturing, military industry, etc.
Of course, if the price of Kweichow Moutai falls to a certain level in the future, you can still consider buying some on the left side.
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