Joker_Smile
2021-07-27

I agree to his view to a certain extent. As developed countries evolve from a 3G to 4G or 5G economy, companies which are hot in a 3G economy will face outcast if they leave themselves stagnant and not innovative and not wanting to explore and differentiate. As new competition arise, old companies like Zeping mentioned will fade off. Depending on the location you are in, the economy will differ from others.


To sustain and head into a new and better economy, new tools are needed. No doubt Chinese companies will flourish, but with constant intervention from authorities, even the good ones will take a hit.


I like semiconductor companies. The world needs them. I personally love $Taiwan Semiconductor Manufacturing(TSM)$and $NVIDIA Corp(NVDA)$. I feel that they are the leaders of the industry. Their prices are high, but could be higher in the future. [微笑] 

任泽平：抛弃房地产、互联网，拥抱硬科技、新能源！

@话题虎：
上周六、著名经济学家 任泽平 发表了最新微博：直言： 房地产、金融、教育、互联网等，已成为过去式； 制造业、硬科技、实体经济、新能源、资本市场等，成为百年未有之新机遇！ 本周，二级市场迅速做出反应，教育、互联网、房地产版块持续重挫，而代表硬科技的半导体，一尘崛起！ 其中，$中芯国际(00981)$ 两日暴涨23.5%，$华虹半导体(01347)$ /$兆易创新(603986)$ $北方华创(002371)$ 等跟涨：新能源的代表着，$蔚来(NIO)$ /$吉利汽车(00175)$ 等，也表现出了逆势抗跌的态势。 与之相反的，$美团-W(03690)$ $腾讯控股(00700)$ $阿里巴巴(BABA)$ 等持续下挫，已从今年高点近乎腰斩：另有一些介于互联网、制造业、硬科技之间，定位比较模糊的，比如$小米集团-W(01810)$ ，处于震荡之中，下跌不多：…… 最后，大家聊一聊： 你如何看待任泽平的观点？ 腾讯还是永远的神吗？半导体还能追吗？ 我们应该关注哪些股票？ 精彩留言用户可获得888社区积分噢！ $中芯国际(688981)$
任泽平：抛弃房地产、互联网，拥抱硬科技、新能源！

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