Is there a strong logic behind the increase in valuation of Chinese characters?
There is long-term logic behind every big bull market
After joining the WTO in the big bull market in 07, the manufacturing, commodities, and real estate bull markets
In the 15-year bull market, the state formulated industrial transformation, and Internet finance and Internet + were born
There is a long-term logic behind the new energy in the first two years, but it is difficult to see the long-term logic support in the first two years
Those who are optimistic about the increase in the valuation of Chinese characters are supported by national policies, and the direction of loans and debts is also very strong, but the real benefits can be produced very little
If you look at the number of international patent applications in these 22 years,
You look at this standard farmland.
Look at the efficiency of this R&D.
If we do not carry out in-depth reform, streamline administration, reduce gray areas, and implement modern enterprise management, we really cannot think of the logical support for the promotion of state-owned enterprises and Chinese characters. Relying only on the shouting of leaders to solve local debts and corporate debts cannot support long-term logic
Look at the trend of the Chinese character below, except for the newly listed ticket of China Mobile, most of the trends are over-bearish rebounds, and the possibility of coming out later is almost impossible
If there is a long-term logical support, after the decoupling of Sino-US technology, the replacement of hard technology has long-term logical support.
A few years ago, it should be about 16 years, and the past IOE was proposed, and the domestic replacement of information and innovation was proposed
After a period of operation in full swing, it was found that most domestic enterprises could not afford to support Adou, and they were worried that it would intensify Sino-US relations, and they did not mention it for several years
Now the United States wants to take the initiative to decouple, and hard technology must rise. The long-term logic of the current hard technology is the most reliable, and if there are ten companies like Huawei in China, it will already be able to break through the US blockade
In the past, it was a confrontation between China and the United States, but now China and Russia are forced to stand together, and they may face the encirclement and suppression of European and American countries later
I hope that more enterprises can invest heavily in basic software and hardware research and development like Huawei
Or at least support Huawei-related businesses
Don't sell vegetables like Meituan
Pinduoduo will haggle
Tencent is not only a game, but also a game
SAIC has nothing but the soul
……
Hey, there are too many such enterprises, we always say that China has gone through the road of Europe and the United States for hundreds of years, but the current situation in China is uneven and bizarre, and it is simply "chaotic flowers gradually charming eyes"
You have a company like Huawei
More companies may not be as good as European and American companies a hundred years ago in terms of management, research and development, market strategy, etc
Many of these companies still can't look at Huawei [vomiting blood], what about your "Chinese core", oh, forget that none of you are there
I have complained so much, I just want to say that the gap between us and Europe and the United States as a whole is still very large, and the road of hard technology will be difficult to take
The above is only a personal opinion and is for reference only