The world always feels a certain sense of fracture:
AI is changing the world—another industrial revolution has arrived. Meanwhile, transfer shops closing down and failing businesses seem to be saying that the economy is in a downturn.
AI is hot, but people are cold—why does this kind of split feeling happen?
In the real-estate era, the entire real-estate industry chain was:
Infrastructure and transportation
Rebar and cement
Renovation and brokerage
Furniture and home appliances.
These are everyday conveniences that ordinary people can feel—around you, there are people making money.
But in the AI era, the high-tech dividends are still in the upstream stage (I’m with @Mercy_okx).
Energy, AI, and advanced manufacturing
These are the combination of capital and high-end technology. They haven’t yet flowed through to the downstream in people’s lives, or to the application layer.
For ordinary participants, involvement largely happens by growing alongside the stock market and upstream companies.
And today’s technology is no longer just America’s tech hegemony—monopolizing the upstream. There are plenty of companies that can compete and leverage their own skills. Just look at the DeepSeek moment.
So, global asset allocation is even more important right now. Congratulations to
@okxchinese @Star_OKX
for having accelerated their move into Hong Kong-listed stocks.
Next, precious metals, stock options are likely on the way too—of course, compliance comes first.
As for me, I mainly plan to hold stocks long-term with a focus on cycles. I’m not very good at researching the industry chain.
Qin Ba Fan Nan customer—he’s an expert in this area. I’m planning to go listen and learn from him.
@qinbafrank
These days I’m a bit tired. Listening to the livestream is like taking a rest.
$POPMART #美国7月CPI与PPI数据本周出炉 #狗狗币日内涨近3%领涨主流币
AI is changing the world—another industrial revolution has arrived. Meanwhile, transfer shops closing down and failing businesses seem to be saying that the economy is in a downturn.
AI is hot, but people are cold—why does this kind of split feeling happen?
In the real-estate era, the entire real-estate industry chain was:
Infrastructure and transportation
Rebar and cement
Renovation and brokerage
Furniture and home appliances.
These are everyday conveniences that ordinary people can feel—around you, there are people making money.
But in the AI era, the high-tech dividends are still in the upstream stage (I’m with @Mercy_okx).
Energy, AI, and advanced manufacturing
These are the combination of capital and high-end technology. They haven’t yet flowed through to the downstream in people’s lives, or to the application layer.
For ordinary participants, involvement largely happens by growing alongside the stock market and upstream companies.
And today’s technology is no longer just America’s tech hegemony—monopolizing the upstream. There are plenty of companies that can compete and leverage their own skills. Just look at the DeepSeek moment.
So, global asset allocation is even more important right now. Congratulations to
@okxchinese @Star_OKX
for having accelerated their move into Hong Kong-listed stocks.
Next, precious metals, stock options are likely on the way too—of course, compliance comes first.
As for me, I mainly plan to hold stocks long-term with a focus on cycles. I’m not very good at researching the industry chain.
Qin Ba Fan Nan customer—he’s an expert in this area. I’m planning to go listen and learn from him.
@qinbafrank
These days I’m a bit tired. Listening to the livestream is like taking a rest.
$POPMART #美国7月CPI与PPI数据本周出炉 #狗狗币日内涨近3%领涨主流币
