Entering 2021, the trend of Internet public opinion has changed.
Ma Yun, who was originally touted as the "Godfather of Entrepreneurship", fell into the clouds and disappeared from public view.
Ren Zhengfei , who has always been low-key, rarely accepts interviews and gives speeches, is still highly sought after. Huawei can cause waves in the field of public opinion every time the "Internal Letter".
Jack Ma and Ren Zhengfei were once the darlings of the public. In just one year, the situation reversed. Ma Yun has become a capitalist who everyone calls and beats in some self-media writings, and the argument that "the young dragon slayer has finally become an evil dragon" keeps appearing.
In all fairness, both of them are trendies in their respective fields. When Ma Yun was in the desert of e-commerce, he built an e-commerce empire from nothing; Ren Zhengfei, in the era of lack of communication technology, made a single mind and realized curve overtaking on 5G. How many people can do it in the whole country?
Jack Ma’s biggest mistake is to be too superstitious about finance, to push the Chinese economy into an American model, and to break from the real to the virtual. Without a strong manufacturing industry, what about the employment of 1.4 billion people?
Gaining wealth from the people
Jack Ma almost started from scratch and founded the story of Ali . I believe most people will hear the callus on their ears. This article discusses what Ali did after going public in the United States? How to take wealth from the people?
In 2014, Alibaba officially entered the US stock market. In the United States, Jack Ma received the heroic courtesy of Wall Street. According to Jack Ma himself, Wall Street wanted to see his investors line up from the top floor of the hotel to the first floor.
"Washington Post" used "China's business legend" to describe his changes to China's business map.
The U.S. stock market has a very bad problem. It only looks at short-term earnings. As long as a company does not make money for a quarter, major investment banks will lower their purchase ratings.This led to an avalanche of stock prices.
Tesla has been short-selling by Wall Street, so angry Musk tweeted that it is going to be privatized.
After listing, Ali apparently suffered from the "stock price disease" in the United States. In order to maintain a high stock price, it continuously launched new projects and extended its tentacles to all corners of the retail industry.
Take selling vegetables as an example. Because of the timeliness, the e-commerce of fruits and vegetables is not easy. Ali forcibly used money to burn the market and subsidized users in a short period of time. If this is done, what will be the result?
The vegetable farm business has dropped by at least 20%-30%, which means that the same number of vegetable farmers are facing the risk of unemployment. A single vegetable farmer has no ability to fight back in the face of the attack of big capital. This is a typical example of taking wealth from the people.
Ali is still promoting the "unmanned store" model. "Unmanned store" means unemployment for individuals and cost reduction for enterprises. Capital likes this operation very much. Capital can use money to make money, and ordinary people can't afford it and are not eligible.
Let’s look at the ant financial , which completely replicates the American “ financial leverage ” set of play.
First loan a sum of money from the bank, lend it to individual consumers, then package the money lent by individual consumers into bonds, sell them to various financial institutions, and get a sum of funds, and then take the funds to the bank As a deposit, a new loan was made and continued to lend to individual consumers. So repeatedly.
After a set of operations, Ant Financial actually contributed only the first margin, but the entire loan scale was enlarged by 5-6 times, and the risks spread simultaneously. Once there is a problem, the unfortunate thing is the bank, and Ant Financial directly declared bankruptcy.
Such a trick that is almost "empty glove white wolf" is called "financial innovation" by Jack Ma. Isn't it absurd?
Only R&D can save Huawei
Currently,The situation of Huawei's mobile phones in overseas markets can only be described as "crash". Huawei's mobile phones, which originally sat firmly in the top three in the European market, disappeared from the list. The reason is well known, there is no mobile phone chip.
Does Trump's "stuck neck" move conform to international trade rules? Obviously not, but it is in the interests of the United States. Huawei has mastered 5G technology, which poses a serious threat to the US high-tech industry.
5G technology belongs to basic technology research, with total investment, high risk, loss of money for failure, and success to win everything. How can FaceBooK, , Google develop an APP to harvest users' money quickly?
Under the frantic instigation of Wall Street investment banks, Google, , Microsoft , and FaceBook are only willing to spend a small part of the money to invest in basic technology research. As a result, the United States has some hindsight in 5G technology and missed the golden time for 5G research and development.
5G is so important that some scientists even call it " the key to the fourth industrial revolution ". The first industrial revolution broke out in the United Kingdom, and Britain dominated the world for two hundred years; The second industrial revolution broke out in Germany and the United States, the two countries have risen one after another;
The third industrial revolution broke out In the United States, the United States eventually became a hegemony.
If the Fourth Industrial Revolution breaks out in China, the death knell for American hegemony will be sounded. That's why Trump is almost crazy, not talking about any international trade laws, and sanctioning Huawei. The Republican and Democratic parties reached the " Washington Consensus " to contain China's development.
Technological leadership is something that Americans are truly afraid of. Ali's "financial innovation", Americans don't worry at all, it's what they play with.
a week ago,Ren Zhengfei issued a new internal letter "It's Time for Huawei to Blow up the R&D Pyramid." The article pointed out that in the first half of this year, Huawei's sales revenue was RMB 320.4 billion, net profit was 31.4 billion, and net profit was less than 10%.
Japan Sun Zhengyi invested US$20 million in Alibaba that year. After Alibaba went public, 20 million became US$54 billion. How many times is this rate of return?
Huawei's consumer business was affected by the "stuck neck", with revenue of 135.7 billion yuan, a year-on-year decrease of 46.95%.
In such a severe environment, Ren Zhengfei still emphasizes R&D, pointing out that Huawei R&D has three problems: the disconnection between design and development, the low salary of R&D personnel, and the waste caused by internal multi-head management.
Sometimes, we have to secretly rejoice. Fortunately, Huawei has not been listed, and mobile phone revenue has fallen by 46.95%. This result has been achieved in the stock market, and the stock price has to fall. Huawei's precious funds will be used to maintain the stock price. , The money invested in research and development will become less.
Only R&D can enable Huawei to walk through the current predicament and use technology to defeat the Americans.
Finance, not financialization
Finance is self-evident to the manufacturing industry. Without financial support, R&D without capital, it is impossible to do it. But we don't want to be financialized, and worship finance as a "god", and finance is pervasive.
Marx said that the ultimate goal of capitalism is to turn everything in the world into "capital alienation" and to clearly mark everything in the world.
Finance should be the lubricant of manufacturing, accelerating the take-off of China's industry. Idling funds can only create a gap between the rich and the poor and a bubble economy. The improvement of people's lives still depends on the products produced by the manufacturing industry.
The result of America’s over-financialization is that blue-collar workers are unemployed and the middle class goes bankrupt.Wall Street is making a lot of money, and the gap between the rich and the poor continues to widen.
data surface, starting from the Clinton period, the income of the middle class in the United States has not increased for more than 20 years.
The middle class that the United States was once proud of went bankrupt, and their lives fell into trouble. When the United States wants to return to the manufacturing industry and there are many resistances, financial capitalists have actually kidnapped the United States. Professor Wen Tiejun attributed this phenomenon to "fascism of financial capital".
Lessons learned from the past are more worthy of our reflection.
Author: Jiang Zuo Youan
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