Chapter 316 The Dust of History
We are just a speck of dust in history, negligible in the vast tide of history.
But, we as individuals.
Even a speck of dust from history, falling on our heads, is a calamity.
Therefore, we must follow the general trend, take the main road, and respond to the tide of history in order to realize the value of life and achieve greater returns on investment.
Looking back at the first eighty years of our country's economy, we were first dependent on and then de-dependent on the Soviet Union, and then became fully dependent on Europe and the United States.
Now, it is time to get rid of dependence again.
Standing at this great crossroads, if you still fantasize about relying on European and American capital in your thinking and actions, only failure awaits you.
Even a catastrophic disaster.
It’s not that you didn’t try, but that you went against the trend.
Just like the crackdown on over-financialized sectors such as real estate, education and training, Internet finance, and even medical care in 2021.
This is why, in the past few years, many manufacturing companies that have experienced a sharp drop have slowly recovered, while many companies in these industries have been wiped out.
Either go bankrupt or delist.
Because nowadays, whether internationally or domestically, the biggest background is the dispute between China and the United States and the decoupling of China and the United States.
Therefore, all our investment premises must revolve around this.
We must stay away from industries that are still dependent on Europe and the United States, because they may decouple at any time, either actively or passively.
For example, education, culture, medical care, and even finance, and so on.
European and American capital has been operating in these areas for many years, but there has not yet been a thorough reform. However, in the future, they will definitely become completely dependent on European and American capital.
We need to be close to industries that can completely replace European and American capital at reasonable prices and on a large scale, especially manufacturing.
And this is also the reason why our public opinion is so confused now.
Because European and American capital and industries are struggling.
The meeting ended yesterday.
Today, the detailed conference introduction content will be released.
Fundamentally, it means being myself, completely independent, taking a path that no one has taken and that cannot be learned from others, and taking a path to build a community with a shared future for mankind.
Seek within, and you will be able to bestow upon the outside.
my country is about to undergo major changes in finance, taxation and other fields.
In addition, urban-rural integration must be achieved in the national economic layout.
This is because my country's urbanization has been basically completed.
In the city, hundreds of meters high buildings have been built upwards, subways have been dug dozens of meters downwards, and both sides of the road are covered with tiles. The potential of space has basically disappeared.
The future growth is here in the countryside.
This can be traced back to the regulations on collective economy that were issued a few days ago and are to be implemented.
In the future, we need to achieve urban-rural integration and allow population and capital to flow freely between urban and rural areas.
And, we can also trace back to the news of the auction of that small plot of land,
It is very likely that the future direction of real estate development will be to work in the city and live in the countryside.
In this way, on the one hand, urban pressure is relieved, on the other hand, the quality of living is improved, and people and capital are brought to the countryside.
This is a grand and huge project, and it is also the realization of the promise of letting the rich help the poor, and it is also a practice that conforms to economic laws.
After all, with the same one million, whether you buy a house in the city or own a villa in the countryside, most people will not refuse the latter on the basis of relatively equal education and medical care in the future.
In the future, with the support of financial and tax measures, a large number of enterprises will move to the countryside.
By then, everyone can be a farmer or a worker, work in the city or in the countryside, do business or do commerce, and truly realize the comprehensive modernization of urban and rural areas.
As for the market,
In recent days, against the backdrop of the Sino-US dispute, Biden's assassination, Trump's policy announcement, and the announcement of important meetings, the market has been extremely fierce between bulls and bears.
From the overall market perspective, the chip sector is showing strong momentum due to the chip war, as well as the background of chip production capacity and technological breakthroughs.
Amidst the renewed trade war, uncertain expectations for interest rate cuts, and the disappointment of strong stimulus expectations at the conference, commodity prices have plummeted, and the shipping sector has retreated.
Only the shipbuilding sector has shown strong momentum under the expectation of an upward cycle in the next 20 years.
However, given the trend of the US dollar weakening in the future, although the exchange rate gains have been hedged by 80%, this potential risk point must also be considered.
In addition, regarding the automotive sector, in the context of smart cars and new energy vehicles subverting traditional fuel vehicles and realizing the comprehensive overseas expansion and upgrading of my country's automotive field,
Companies with technological advantages and guaranteed future performance are relatively strong.
These are some of my thoughts from last night.
Today, the details of the meeting came out. I will continue to share them with my fellow shareholders when I have new insights.
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