At the conference, the host looked at Lu Ming and said: "Where do you think the goal of my country's new economy is? In what specific directions?"
Lu Ming changed his sitting position, picked up a glass of water next to him and took a sip, and then said: "It should be said that it is a structural goal. As thinkers, we must be ahead. In fact, in a sense, we have already gone
Slow down, we know how big the resistance is, and we also know how big the pressure is."
"As mentioned before, this structural goal is that we must quickly complete the leap forward in the digital space. In other words, the proportion of our country's big data in the total social assets of our country will rise rapidly in the future. To what extent will it rise?
?Rising to more than half of the total assets of the entire society!”
The host was surprised: "50% proportion?"
Others present also expressed surprise when they heard this. Some people found it difficult to understand for a while, how could this be possible?
Lu Ming continued: "Actually, this phenomenon has already happened in North America. If you look at the top ten listed companies in the US stock market, Apple, Amazon, Microsoft, Google, Facebook, etc., they are all related to data.
Information industry, or industry information enterprise."
Companies such as Apple and Microsoft are familiar to people, and they are all huge multinational giants.
Lu Ming continued: "Compared with the traditional enterprises in China, such as banks, petroleum, shipbuilding, chemical industry, etc., the sun has gradually set. Why? Because all enterprises and everyone have witnessed the growth of digital companies.
It’s geometric, whereas for traditional companies, a few percent annual growth is pretty good, and it’s absolutely impossible to grow tenfold in ten years.”
"But the fact we see is that these digital unicorns have risen like this. I'm not just talking about their stock prices rising like this, but also their operating income."
"Our country has now entered the era of digital space. I will further elaborate and talk about a series of companies in detail. These companies are the key investments of Tiansheng Capital. But I am not asking everyone to buy the stocks of these companies.
I want everyone to know that a historic change has occurred, but many friends may not have felt it yet."
When this was mentioned, many viewers watching online lit up, even some people present.
At this moment, Lao Yang is also paying attention to this forum exchange through online live broadcast channels, and the friends in the group are also paying attention.
Group friends: "Take notes, Brother Yi is about to send out the wealth password!"
Group friend: "It's impossible to take notes. It's impossible to take notes in this life. Just study Tiansheng Holdings, perfect!"
Group friends: "Nothing wrong!"
…
At the same time, Lu Ming on the stage said methodically: "... Within Tiansheng Capital, we usually define the new economy related to data as 'two industrialization enterprises', one is 'information industrialization', and the other is 'information industrialization'.
The process of industrialization of information enterprises; the other is 'industrial informatization', which is to use information technology to transform traditional industries."
"The origins of digital information companies are similar to Huawei, Zhongxing, etc., and there are also a large number of companies that provide physical construction or physical foundation for digital information, such as IC design, such as Weier Co., Ltd., Guoke Micro, etc.; materials such as Jianghua
Wei, SH Xinyang, etc.; equipment such as Beifang Huachuang, Zhichun Technology, etc.; manufacturing such as Triamine Optoelectronics, Shilanwei, Warwick Electronics, SH Beiling, etc., packaging and testing such as Changdian Technology, Huatian Technology,
"This series of enterprises is the phalanx of information industrialization. There are about fifty or sixty unicorns in it. They are all above 10 billion. In five years, they may all be above 100 billion, and some of them will grow into
A trillion-level enterprise.”
Lu Ming paused for a moment and continued: "Industrial informatization is the use of information technology to transform traditional industries. What we are most optimistic about is undoubtedly cloud computing. Artificial intelligence is similar to ByteDance's algorithm technology.
"
"The flight control system of DJI, as well as the entire military industry industry, military industry stocks do not need to be based on performance. We want to build a beautiful and powerful motherland. Our world is not peaceful, but we are lucky to live in a peaceful country.
Therefore, the basic guarantee of military strength must be in place, and this is the basic logic of military industry stocks."
"Enterprises in the new energy field include BYD, Tianyu Yunchi, etc., and smart logistics such as Alibaba Cainiao, Jingdong Logistics, Flexible Screen Jingdongfang, Pharmaceutical Covac Biotech, Consino, etc."
“There may be two to three hundred unicorns here. If these two to three hundred unicorns grow to a tenfold or even a hundredfold level, then we can understand that the total volume of the A-share capital market will be around 2O25.
Exceeding U.S. stocks, domestic capital market stocks will account for half of the global capital market by 2O30."
Some stock investors in the audience were aroused by Lu Ming's words. Brother Yi's pie was not a big deal, but everyone was confused. Is this pie real or fake?
But there is no doubt that Tiansheng Capital has a long history of layout in the two fields of "industrial informatization" and "information industrialization" over the years. As a very large institutional fund, the gameplay is actually very simple and crude. Direct investment in the entire track
, I don’t care which company in your industry will eventually stand out. As long as you make some progress in this industry, as long as there is a possibility of success, Tiansheng Capital will throw money at you and dare to invest in you.
This is how to play with large funds, referred to as the "money power" investment method.
Because unlike traditional industries, the future growth of digital companies is exponential. Tiansheng Capital invests in a hundred companies in the industry. As long as one of them can get up, it doesn't matter if the other ninety-nine companies eventually go bankrupt.
At this moment, the host couldn't help but ask: "I just noticed, Mr. Lu, when you were explaining a series of names, I found that you did not mention the currently popular financial technologies, such as Jingdong Digits, Weizhong
Banks, Ant Financial, etc.”
Hearing this, Lu Ming suddenly smiled, but when everyone saw his smile, it looked like an intriguing smile.
After a while, Lu Ming said: "It is true that these companies are digital star companies, but in my opinion, applying technology to financial companies is more of an attempt to evade financial supervision and taxes. Finance must be supervised.
And it is strictly managed and controlled. If this is the case, Tiansheng Capital is also a financial technology company. We also have a digital technology R&D department, and the team is not small and has developed a lot of high-tech technologies."
As soon as these words came out, many people in the industry looked at him with surprise and were filled with emotion.
I am afraid that only the founder of Tiansheng Capital dares to be so open about it. He is criticizing the existence of Big Mac, and he is not polite. How can other people dare to do this? Do you still want to work in the industry in the future?
In fact, people in the industry are used to Lu Ming's "self-destruction" behavior. He is obviously the largest financial capital, and he often shouts that financial capital must be regulated.
Every capital likes a relaxed environment, except Lu Ming.
After a while, Lu Ming added: "Gongs are merits, and faults are faults, but merits and faults cannot be offset. Merits must be praised, and faults must be investigated. Of course, these so-called financial technology companies have their merits, and foreign banks do not
They like to provide loans to small and medium-sized enterprises and individuals, but they don’t like it even more in China. It is these financial technology companies that solve this problem. Their merit lies in this, but in essence they also seize the loan sharking business. As for their fault, they try to escape
Financial supervision depends on when these financial companies stop labeling themselves as technology companies."
This topic quickly passed, and soon got back to business. Lu Ming continued: "Some of the unicorns mentioned earlier are entering the digital space, and some have already entered the digital space. They are competing for our country in the digital space era. As a pioneer, my country's new economy has actually begun, but the intuition of many of our friends may not have kept up with this entire great historical process. Specifically speaking, the so-called digital space refers to computing power, algorithms, data, programs and artificial intelligence. It’s so smart.”
After hearing this, netizens on Chigua expressed their understanding and commented one after another that they heard Brother Yi’s words to tell everyone not to study finance, not to study finance, not to study finance!
You need to learn physics, mathematics, big data, artificial intelligence, etc., these represent the real future.
