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I saw an interesting point of view: wealth still accumulates in the hands of real estate developers because these property tycoons, after making money, go to the stock market, drink Maotai, dine at fancy restaurants, buy luxury cars, purchase mansions, and raise illegitimate children from Sanhe, all of which feeds back into the economy.
Now that money is in the hands of tech elites, they only work overtime, play games, at most upgrade to a new phone and new computer, and do not consume at all, making it impossible to drive the economy.
Some people's perspective is that they are not optimistic about consumer stocks of old tycoons because today's tech elites simply do not consume old tycoon products.
This view is more about sensationalism; the main reason is that the real estate industry chain is long, and when real estate is good, all sectors of society can make money; but tech is different, with a shorter and narrower industry chain, leading to the current situation where droughts are deadly and floods are disastrous.
This is the so-called K-shaped economy: those in the tech industry chain are the upward leg of the K, moving upward; those outside the tech industry chain are the downward leg of the K, moving downward.
How to break out of the K-shaped economy? There is only one solution—everyone, leave your comments below! #分享美股交易赢英伟达股票