10/19/2024, 03:01 PM UTC
牛市炒作方向Bull Market Speculation Directions
<p>➀ 制造业和科技对于中国未来的发展至关重要；</p><p>➁ 在制造业中，通过高毛利产品赚取超额利润；</p><p>➂ 在科技行业中，高利润用于支持晶圆厂和光刻机；</p><p>➃ 如何形成正向反馈循环？华为每卖出一台百万豪车，相当于在欧美发达国家少卖出一台豪车，高级工程师岗位从欧美日转移到中国大陆；华为（高科技）及其高毛利制造业部门是本轮牛市的方向。</p><p>➀ The manufacturing industry and technology are crucial for China's future development;</p><p>➁ In the manufacturing sector, excess profits are earned through high-margin products;</p><p>➂ In the technology sector, high profits are used to support wafer fabs and photolithography machines;</p><p>➃ How to create a positive feedback loop? For every million-dollar luxury car sold by Huawei, it equals one less luxury car sold in developed countries like Europe and the US, and high-level engineer positions shift from Europe, the US, and Japan to China; Huawei (high-tech) and its high-margin manufacturing sector are the directions for this bull market.</p>
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