Next, be vigilant about this series of things

Tech 2023-05-16 00:33:45 Source: Network

In recent days, I have seen a series of similar events, and if they are put together, it has to make people cautious in investment.First, let's talk about itFirst thing:After the Canadian government banned Huawei from participating in the 5G network construction, it again put pressure on its universities

In recent days, I have seen a series of similar events, and if they are put together, it has to make people cautious in investment.

First, let's talk about itFirst thing:

After the Canadian government banned Huawei from participating in the 5G network construction, it again put pressure on its universities. Several Canadian universities announced that they would terminate their cooperation with Huawei.

It should be noted that Huawei is a financier of scientific research in Canadian universities, providing an annual R&D cost of 25 million US dollars, approximately 170 million RMB.

Canada currently leads the world in artificial intelligence, quantum computer, aerospace technology and other technologies. Since Huawei entered Canada in 2008, its cumulative R&D investment in Canada has exceeded $500 million. The 5G technology that makes Chinese people proud also began in Canada

The second thing:

There are rumors in the media that from the 19th to 21st of this month, at the G7 Leaders' Summit, Biden will sign a presidential ban strictly restricting American companies' investment in Chinese high-tech enterprises, which also involve fields such as artificial intelligence, quantum computing, and semiconductors.

The third thing:

According to Global Network News, Reuters revealed that the United States and the European Union will commit to joint action at a meeting this month to impose restrictions on China's exports of semiconductors and other goods in multiple fields.

This meeting will be the fourth US EU Trade and Technology Commission (TTC) meeting held in Sweden from May 30th to 31st

Reuters said that according to the draft, the United States and Europe will also impose export restrictions on military use items and "sensitive items" including semiconductors.

After reading these, what do you feel is missing?

What's missing? Um, Japan!

On April 31st, the Japanese government announced its final plan to restrict the export of 23 types of semiconductor manufacturing equipment and regulate related links and technical issues. Japan took a step forward.

Due to China Japan trade relations and Japan's dependence on China's economy and trade, the statement did not directly mention China, but everyone knows it well.

The above includes Europe, America, and Japan, and of course, there will also be younger brothers such as the Netherlands and South Korea following us to implement comprehensive technology export and cooperation bans.

In addition, the United States and the Philippines have recently resumed joint patrols in the South China Sea, and Australia is also willing to join the joint patrols. The United States and the Philippines revised the 1952 service agreement to strengthen the military alliance; South Korea and Japan have turned a historic page, and their relationship has overcome historical obstacles and quickly reconciled to deal with common threats.

We have summarized the overall impact as follows:

First, limit high-end chips and hinder the development of artificial intelligence, quantum information and supercomputers in China;

Secondly, restricting the sale of semiconductor equipment to Chinese enterprises, such as the Dutch ban on the sale of lithography machines to China, will affect the production and research and development of Chinese semiconductor enterprises, and some enterprises face the risk of stopping production or losing the market;

Thirdly, restricting Chinese designed chips from overseas OEM;

Fourthly, Americans are prohibited from participating. Chinese Americans or those with green cards are not allowed to work as executives, engineers, or technicians for Chinese companies.

Between 2015 and 2021, 167 US investors participated in 401 investment transactions in Chinese artificial intelligence companies, accounting for 17% of the 2299 global investment transactions. US investors have invested over $40 billion in 251 Chinese AI companies, accounting for 37% of the total financing of $110 billion.

For a long time, in terms of scientific research, apart from companies like Huawei, we have focused on technology research and innovation. However, more so-called technology companies are just Lenovo's ideas back then, directly using them and investing very little in scientific research.

Nowadays, people are no longer allowed to copy homework. Those pseudo technology companies that have been using it blindly and do not pay attention to research and development may be naked swimmers under these bans,This year, whether it's the ChiNext board or technology stocks, one should be extremely cautious when investing, as there may be a significant decline in the performance of some listed companies.

European and American countries have seized the soft spot of China's high-tech industry's dependence on imports for key components, and have encircled and suppressed China's high-tech industry. China has no other choice but to solve its own soft spot and no longer rely on others to provide chips.

That is to say, the only way for China to face the ban on chip sales from European and American countries is to develop and expand its chip industry. China has no other way to go.

However, even the self research of Green Factory has not been so smooth. On the surface, it may seem that it cannot afford to burn money, but in reality, the US sanctions list has always been the sword of Damocles hanging over all Chinese companies. Although OPPO's self-developed NPU is currently 6nm, in the eyes of Americans, being sanctioned is also a matter of time. Boss Duan must have received the news in advance.

Of course, Europe, the United States, South Korea and Japan also suffered serious damage due to the ban. According to the trade statistics released by the General Administration of Customs of China, South Korea's exports to Chinese Mainland in the first quarter of this year were 38.2 billion US dollars, down 28.2% from the same period last year, a sharp drop of nearly 30%, far higher than the 7.1% year-on-year decline in China's total imports in the same period.

Epilogue

In 1985, the British Wham! Band came to China. This premiere, its brokerage company invited 143 people to have dinner for two years, and then successfully let the band stand on the Beijing Gongti stage.

On site, the band desperately mobilized their emotions, and the heavy metal music almost overturned the cement roof of the workshop.

However, the audience's expressions on stage were indifferent and numb, using what they had seen live at that time:My heart is stirring, but I don't know how to express it.

On that day, the godfather of Chinese rock and roll, Cui Jian, dressed in a military green jacket, looked silly off stage, but his heart was instantly ignited. A year later, he wore long hair and a military green jacket, standing on the head stage, singing heartwarming songs in front of thousands of people:

Nothing

Similarly, off stage, there is a sixteen year old Beijing boy who no one would have expected to stand on stage in five years, with Yushu Linfeng leading the Black Panther band, singing the rare and unparalleled song "Self Confidence" in Chinese rock and roll

This is clearly a financial article, why do I want to use this pen and ink to vividly describe the scene of the beginning of Chinese rock?

Our lives, society, and country will all face unpredictable events in an instant.

We will be confused, confused, and lost.

Just like the working sports audience under the Wham

But we will bury a spark in our hearts, just like the rock passion ignited in Cui Jian and Dou Wei's hearts back then, which will erupt over time.

I believe that the ban issued by Europe, America, Japan, and South Korea will be a heavy blow to us, but perhaps it will be more of an opportunity for us to have no choice and ignite our passion for self-development and striving to catch up!

Of course, short-term difficulties cannot be avoided. In terms of investment, it is still advisable to be cautious about some of the pseudo technologies I mentioned earlier, and the listed companies that are accustomed to copying homework. The thunder of these companies cannot be overcome with any amount of passion and enthusiasm!

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