In our industry, the work is very rigorous, and sometimes a mistake in a thought will result in a very failure, so when I encounter failure, I need to go back to the mistake of the first thought, and figure out which point was wrong at the beginning, so as to avoid making mistakes in the future.
In fact, it is similar to a child's collection of mistakes, and it must be recorded comprehensively and meticulously. In addition to writing down your thoughts on your daily work, you will also write about your understanding of the industry, why? Because the mistakes in your work may come from a wrong judgment of the industry.
I don't know what the cost of making mistakes in your work is, anyway, in our circle, a mistake may be made up for by several million, or it may not be possible to get it back by 10 billion.
There are two areas that I am more familiar with, chips and capital, chips are the main business I rely on to survive, and capital is because, chips are a capital-intensive industry, and when you decide what kind of chip to make, you essentially decide to invest in this chip. So our circle, either they know a lot about chips, or they manage a lot of money. If you have tens of millions in your account, that's called playing; There are billions upward, which is called investment; If you don't have tens of millions, then you don't even count as playing, you're probably being played with.
Over the years, with the changes in Sino-US relations and the profound changes in international relations caused by them, I have found that national affairs are really closely related to everyone. For example, if the lockdown is lifted in Wuhan, many people think that when the epidemic is about to end, buy a mask machine, produce masks and sell them to Americans, then you can live in the Huangpu River Flat.
The basic pattern of Sino-US competition is that China has an all-round lead in various "industries," but the United States has an all-round "ideological front." One is capable, the other can blow. As a result, the people who don't know the truth receive all the wrong information.
Do you recall that at the beginning of the Russian-Ukrainian conflict, it was not the "mainstream voice" of the Internet that said that Russia would fail miserably. When the chip war began, was it the "mainstream voice" that our domestic chips were going to be finished. And then now it's time for the financial war" mainstream voice"I also told you that our capital market is going to end.
The objective status quo is that the "mainstream ** platform" is in the hands of the other party, and if you want to be more specific, it is in the hands of the Jews. Note that I don't mean "Jews" here either by international capital in general, or by Jews who have friends and relatives in Israel.
Jews are the grandfathers of the media industry. The Motion Picture Association of America was basically run by Jews. China's "media modernization process" was also driven by Jews. Bragging is a traditional art of the Jewish people.
Finance is not the main business of the Jews, but a sub-industry of the Jewish media. You're very good at bragging, you can even reverse black and white, what do you do with this ability?
At the earliest, the Jews had an idea, I could help the anti-kings everywhere advertise and fool the people into doing things, and then they really became kings, and I didn't just add officials to the knighthood? Therefore, the Jews have hardly been absent from the rebellions of various countries in history. Later, in the industrial age, they discovered a new way to make money: Daguang.
Tell. Because in essence, advertising is bragging to the public. This is our old Jewish business. There is hardly a single company in the global advertising industry that is completely unrelated to Jewish capital.
When modern communication technologies such as the telegraph appeared, the Jews discovered that changing people's perception could manipulate the ** market, and between the rise and fall of stock prices, they could make money from the ancient hundreds of years of layout in a week. So the Jews are embracing the modern financial industry. Promote the global flow of capital. The world's financial crises are all the work of the Jews. There was no plague in the world, but with the Jews, there was calamity.
What is the essence of financial warfare? It's cognitive warfare. By distorting your perceptions,Misunderstands reality, which in turn influences your decisions about the next step and affects your future reality. The financial market is the most sensitive feedback to cognition.
You might as well do a thought experiment with me. Suppose China doesn't have such a thing. There is also no GDP data. No Finance**. All the economic and financial information that you can see now is gone. You can only assess China's economy by what you see when you go out shopping every day.
And then what do you see? Is it a restaurant, supermarket cashier, train station, ** are often queued. In China, you spend money and often have to wait in line for an opportunity.
If you are allowed to make a judgment on the prospects of Chinese enterprises based on this. Will you come to the conclusion that the sales of Zhenjiang balsamic vinegar during the Spring Festival this year will be **10%? Absolutely can't be, right?
In other words, putting aside the information given by **, our perception of the economy cannot be said to be a big deal, at least it is quite normal. If you pay more attention to the automotive industry, you will definitely find that many shopping malls sell electric vehicles, and all of them are Chinese brands except Tesla. Prices for traditional joint ventures are basically decreasing. But the more domestic cars come out of the grade, the higher the grade. There are still a lot of people who buy it.
So what conclusions do you draw from this? The automobile is a symbol of advanced manufacturing in developed countries such as Japan, South Korea, Europe and the United States. It is also a symbol of their status as a "developed industrial country". So you will say, Japan, South Korea, Europe and the United States, I'm afraid something is wrong, right? Or is our country's industrial upgrading successful?
If you have the opportunity to get in touch with the photovoltaic industry, and have the opportunity to walk around the world, you will be surprised to find that, first of all, more than half of the world's new photovoltaic installed capacity is in China. Secondly, the small half outside the country is also made in China. Japan, South Korea, Europe and the United States seem to have disappeared in this industry.
And what conclusions will you draw? Are these so-called old industrial powers completely missing this round of green energy revolution? So you went to investigate the key elements of the new energy revolution such as wind power and lithium battery, and you looked, I relied on it, and it was fully monopolized by China, from raw materials to cost, and there was no dead end in the monopoly.
And then if you happen to know a few foreign industrial elites, and you talk to them, you will find that their vision for the future is not a matter of little hope, but only hopeless.
Taking "lithium battery" as an example, there is no link that the Chinese do not monopolize from mines to batteries. This is the real side of the world.
Then if you look at the various so-called "financial news" you have received, is it completely the opposite? The stock market crash, deflation, anyway, all kinds of unclear words are thrown out, and the new version of the collapse theory comes out. According to a friend's count, this is our twentieth crash. At the beginning of 2024, we will collapse because of the capital market. You don't even dare to talk so nonsense even if you develop a game.
Let me tell you about a particularly simple version of financial warfare. You have to remember a truth, the more **, the more you need to pretend to be unfathomable, full of professional words. The truth of the world is a simple and unpretentious logic that ordinary people can understand.
The U.S. plan is to quietly enter the ** asset market under the influence of the epidemic, when China's real economy is under pressure and the capital market is relatively sluggish. After the end of the epidemic, China sang more about China's economy, induced China to release water to stimulate, artificially created a big bull market, China's first high entry took over, and Americans made a lot of money and left the market. Then it immediately turned to attack the risk of overheating China's economy, intimidating the sell-off, and the Americans bought back China's high-quality assets at a low level. Eat two of them. A good abacus.
The realistic scenario is that it is exactly the opposite of what the Americans think. When they were desperately singing about China's economy, we performed what is called "strategic determination", and in the slow and orderly recovery, we took the opportunity to hit the real estate and remove the mountain on the heads of the people.
At the same time, by detonating the great inflation in Europe and the United States, forcing the United States to raise interest rates, American capitalists were forced to sell China's high-quality assets at a low price, and also exchanged dollars for dollars at a very poor exchange rate to return to their hometowns. Why? The U.S. interest rate hike, the U.S. market's cost of funds has increased, and if you don't go home to defend, your funds will break.
Then, by hyping up the so-called "banking crisis" in the United States, the Federal Reserve was forced to bail out the market and push up US assets**. At this time, the Chinese ** dollar assets at a high level, cut a handful of leeks, exchanged for yuan and returned to China, and took over the high-quality assets that the Americans were forced to sell at a low level.
Look at the financial war, not at your fart|In fact, foreign investors have not received due respect, what BlackRock, Pioneer Pilot, etc., are scolding and scolding to withdraw from China, when leaving, I also think so in my heart, but people are foreign capital. Never before in their investment history have they been so humiliated as we are. If you want to say that we lost the financial war, you don't see that they won.
The high interest rate environment in the United States is unsustainable, and when they are about to find an excuse to promote the so-called "inflation risk is under control", I don't know what happened to the Red Sea crisis. The situation in the Middle East is tense. The oil crisis seems to be on the verge again. The United States has been forced to continue to maintain a high interest rate environment.
That's what happened in the past. And what about the future? I estimate that China will take advantage of the downturn to promote capital market reform at low cost. To put it bluntly, it is to let those who do not deserve to enjoy China's development dividends get out, and let entities representing the Chinese people enter at a low level.
For example, those who shout that the financial war has failed, they do not deserve to stay in our market. China's rise has nothing to do with them. Those who left the market at a low level in the Chinese market and entered the market at a high level in the U.S. market, their thoughts are very much in line with the suffering they will suffer.
And what about abroad? It depends on the level of operation of the next paster of the US imperialists. Play well, linger, play badly, the federation disintegrates, they play well or not, don't you ask me, how do I know?
If you ask how I would like to see US imperialism? I love America so much, and I certainly want to see him keep going. Without the United States, how much fun is there in life?
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