The Internet market is no longer the focus, China's technological layout is betting on this matter   Huang Qinyong, the author and president of "Digital Times", has 36 years of experience as an industry analyst. Following the two masterpieces of "Technology Island Chain" (2019) and "After the Chain" (2020), which brilliantly analyze the supply chain before and after the epidemic, "Oriental Shield: The Frontiers of Geopolitics and the Technology Industry" deeply analyzes the current world economic situation in this book, and rethinks the new positioning of Taiwan's industrial development. The following is an excerpt from the highlights of the book: China provides an excellent network environment and has cultivated a large number of Internet companies. Alibaba’s e-commerce revenue is twice that of Amazon. Tencent’s WeChat users have reached 1.2 billion. Now there are more than 73 companies with a market value of more than 10 billion US dollars in China. Internet companies, these Internet companies have brought huge wealth to China, and the fields of development have also expanded from traditional Internet businesses to emerging fields such as artificial intelligence, big data, and robots. They have also become extremely important drivers of China's economy today, and even The background strength that can challenge the United States. However, the Chinese government knows that these traditional industrial cultivation mechanisms will only put China in a passive second-tier role in an environment dominated by the US dollar and international politics. The key. The Chinese government controls the data and the rules of the game. In fact, it allows all Internet companies to operate in a "birdcage". We have to think of the gap between Deng Xiaoping and Chen Yun in economic theory in the 1980s. Chen Yun's "birdcage economy" Hiddenly reappearing in modern times. There are only two Internet markets in the world, one is China and the other is Beyond China. China is an isolated market from the rest of the world. It is China’s own market no matter how you choose. Control valve. We reasonably doubt that China will nationalize enterprises such as Alibaba and Tencent, and shape them into "central enterprises" controlled by the central government. Based on the consideration of maintaining stability, only Internet enterprises with tens of millions of users will be opened, or they will be monitored by central enterprises and local governments. , but the Internet business that can provide basic services allows Internet companies and innovative applications to bloom everywhere, but it will not be too rich to rival the country, or large enough to shake the foundation of the country. This can also be said to be the practice of socialism and Internet with Chinese characteristics. The economy, and the price is the loss of entrepreneurship and the suppression of the 90s. But now the CCP continues to raid Internet companies, causing losses of at least US$1 trillion. What is the plan? Some people say that this is intended to guide social resources, from social networks, games, and new innovations in the past to "hard technology" semiconductors. If this is the case, this is of course a big gamble. You can say that Xi Jinping put himself to death and survived, or you can say that he tempered his competitiveness through the process of "seeking defeat alone". The attention and the ambition that must be obtained.  

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