China, Innovation & Investment
BLN 🇩🇪 SHZ 🇨🇳 MIL 🇮🇹
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Too bad for American customers, that they’ll never be able to get this quality at affordable prices.
ShanghaiPanda （ Account deactivation）
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Intimate insight of Xi lecturing Trudeau at G20. Xi said it was not ok, to leak their previous discussion points to newspapers.
“That’s not the way the conversation was conducted”
Annie Bergeron-Oliver
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Chinese Trump Sketch has better summary of current affairs than any Doomberg article out there.
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When the “China is best buddies with Russia” narrative doesn’t work anymore - and China doesn’t move on Taiwan, then why not create a new narrative: China invades Russia.
😂 😂 😂 😂
Sorry, I can’t read this garbage anymore …
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A Neocon’s Nightmare:
Western and Chinese mixed crowd dancing in front of Shanghai Skyline together in harmony, enjoying life.
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Could you do the same where you live?
I just grabbed a seat at this table in a Mall in Shenzhen. The girl beside me left her belongings like laptop and Christian Dior bag unattended.
She didn’t ask anyone to take care of it and she hasn’t returned for more than 30 minutes …
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Americans are great at big words and marketing.
Chinese are great at delivering results.
OK OK enough polarization for today .. last few days just all been soooo much fun 😂
I’ll return to sober analysis. Promised!
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BRI, tariffs, Ursula .. all forgotten.
Let's talk about Chinese factories in Italy. Shall we?
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Deepseek fundamentally broke the AI CAPEX narrative:
Soon management of AI hype companies need to explain why there are Chinese competitors doing the same stuff at 1/10th the cost.
And why we’ve spent Billions in a fast depreciating asset that may not immediately return profits
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Investors lament Xi doesn’t care about the economy:
🇨🇳 Since Xi took power in 2013 China’s GDP rose from $9T to $19T
🇮🇳 Since Modi took office in 2014, India’s GDP grew from $2T to $3.5T
India’s Stock Market is up 200% and China’s 35%
= GDP & economy is meaningless to stocks.
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The Chinese already have escooter that can balance and be remote controlled by app, while the Italians still pollute their cities with Vespa noise and exhaust fumes 🤭
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China screams Automatisation.
Just look at Xiaomi car production as an example, almost no human in sight.
Demography will enter a managed process of robots replacing human work force to increase productivity, wages and conditions for a smaller population that is more wealthy.
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🇩🇪 German Government is not even trying to help our struggling Automotive Industry anymore. Example:
German brands that have Chinese chips & software are being restricted to unload off US ports for imports.
Now German OEM have to completely turn production and R&D upside down. Try to make a car nowadays without China.
There is zero security issue with a German car in the US!
But Germany submits to ideological economic warfare, willingly sacrificing its biggest companies for it.
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Johannes Maria
🚨 Attention Please:
Chinese Washing Machine maker Mijia just came out with a Washing Machine that features an additional compartment for underwear.
This type of Chinese innovation should be nipped in the bud. As I publish this, I fully expect Raimondo has already gathered a task force of US lawmakers looking into sanctions and bans of such products and prevent imports into the US. Several things come to my mind:
- Overcapacity of Chinese laundry and dirty underwear might flood overseas markets
- As can be seen this laundromat can be remote controlled via app. We can't have potential national security risks hidden in our homes - imagine if our dirty underwear blows up in an orchestrated attack!
- We've all seen what role washing machines played in the Russian invasion of Ukraine
- I am not sure how much information this smart device gathers about our ordinary citizen. American underpants first!
With that, I also think we should make American washing machines great again and introduce 3 washing compartments to out-innovate the Chinese!
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Finally 🇩🇪 Germany and 🇯🇵 Japan are teaming up again .. this time in the Indo-Pacific.
This can only be good news. Right? … right?
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Wasn’t on my 2024 Bingo Card:
🇺🇸 US Lawmakers: We need to ban $NVDA GPUs sales into China, or else they will lead in AI and boost their military.
🇨🇳 Chinese social meme accounts burns through valuable Huawei Ascend compute, to make Biden and Trump sing Chinese folk songs about the Motherland.
😂
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wasn’t Grok supposed to be neutral and “truth” AI?
While that take might not be inaccurate, it still does sound a bit biased and emotionally opinionated rather than analytical.
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China is building an entirely new open-source AI tech stack.
DeepSeek is only symptom of it.
Next, they’ll strip $NVDA off of CUDA.
Open source RISC-V chips coming, too.
The whole stack is being re-engineered for breaking AI monopolies.
Only China can and will do this.
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X is allowed to operate in China ..
but needs a local variant in Mainland China that COMPLIES with local law & censorship, which X for obvious reasons refuses.
While TikTok is a local variant in the US, which COMPLIES /w local laws, but gets banned for national security reasons anyways.
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My humble prediction: Huawei HarmonyOS will be running 20%-40% of all cars in China within the next decade.
It is simply disruptive and very good. Better than what Apple $AAPL got and will have. Can be a threat to $NIO and $TSLA and OEM will scramble over adopting it, once the first domino falls.
HarMoneyOS
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$NIO CEO Li Bin just livestreamed a 1000km ride in an ET7 with Hybrid Solid State Battery (150 kWh).
He still got 7% of charge left before he needs to charge or swap.
916 km have been driven on NIO Pilot.
Congrats to this successful launch and demonstration of tech leadership!
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To all my beloved China hawks,
Unfortunately China made it first into 2025, while the US is still in 2024.
Next year America will be first, if you just keep pushing enough bearish China stories.
Surely at some point reality can be bended enough!
😉
Cathy Yuan Zhang
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Chinese long-term thinking demonstrated.
Like when they planted the seeds of the EV industry in 2010 and no one took note but everyone else thought its enough to start to compete in 2020.
Wild.
😂
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My main takeway from $TSLA shareholder day is that Elon looked healthier.
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Had the Biden Admin not banned chips, the Chinese would still be buying $NVDA chips hand over fist every day, instead of launching DeepSeek, which now challenges the very status quo.
🥹
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Again a false China AI Narrative in this FT $NVDA article, which celebrates Nvidia's sales in China and suggests China can't do without NVidia's chips.
The reality in China instead:
1. Nvidia had to cut prices, to compete with Huawei’s Ascend AI chip which outperforms and is in higher demand than Nvidia's crippled chip versions.
2. No proof of AI chip shortage negative impact on China Tech. I see competitive offerings ranging from ChatGPT-like services by $BIDU $BABA $TCHEY or Self-Driving cars by Huawei $BIDU $NIO $XPEV as well as many other startups and AI apps that don't have to hide behind US benchmarks.
3. We saw Stanford scientists copy a Tsinghua LLM code that featured lower training cost, because China optimises models for cost efficiency, given the ban on more potent Nvidia hardware.
4. And finally, the real truth that the article fails to mention: Nvidia could have sold many more AI chips in China and stayed competitive, if there were no US sanctions.
It would also have made China tech more reliant on American hardware and software and for America to profit off of China's AI development.
But lawmakers did not think this far.
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55% tariffs on Chinese goods coming to the US, and China starts re-supplying Rare Earths, but only getting offered US universities access?
I don’t think that makes much sense.
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🚨🇨🇳 China just found a smart way for stimulating the economy and helping consumers!
While we in the West pay more and more for rent, mortgages and house prices each year, China enjoys the opposite:
Falling home prices and now the opportunity to adjust EXISTING (higher) mortgage rates for lower rates.
This must be great for family foundation, consumption and quality of life as by the end of the day the disposable income gets bigger.
Finally, this move is in line with everything they said before: Grow the Middle Class from 400M to 800M and make housing for living, instead an asset for (speculative) investing of a few.
$HSI $BABA $KWEB $NIO $JD $PGJ
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I’m on my way from Beijing to Shanghai.
Taking the high-speed 高铁🚄 train. 1300km in 4:30h.
Business class seats are comfy for a nap.
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As a European, I have no problem with forced tech transfers if Chinese invest - exactly what China made us do, too. Just shows they got the IP now.
I do have a problem with European companies disowning Chinese parent companies, based on US policies though, which just happened and why Chinese investors should stay away from Europe as basically any asset can be confiscated just because of the US.
Loser: Europe.
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It is clear the bridge has been burnt.
Everything that will be done by the US will countered by China.
The question is how much damage the US want to deal to themselves until they stop.
For now seems Trump wants to play the anger escalation game.
The fact is China holds all the cards and they will not move a bit.
Every move will be countered.
The earlier Trump finally understands this, the less the US will suffer from this escalation.
The divorce is done. 👍
$QQQ
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After @elonmusk moves to Texas, Oracle founder @larryellison who has a 1B USD stake in $TSLA is following and moves Oracle to Texas, too.
Government & officials should be more careful about their actions.
*ORACLE MOVING HEADQUARTERS TO AUSTIN, TEXAS FROM CALIFORNIA
@business
(Thank heavens Texas has plenty of space to accommodate all of these transplants!)
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Got less attention than Elon Musk’s SpaceX Starship Test Flight .. but the Chinese actually landed an unmanned spacecraft on the far side of the moon this week.
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Damn, China. Adding yoke and screen just like that?
$TSLA
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This is Trump's leverage on the Chinese economy.
The flip side of the medal is that 100% of that 100% tariffs will be paid by US consumers (and voters).
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As 🇩🇪 “Environmentalists” vs. $TSLA 🤯 continues, close-by industry water consumption compared:
- Tesla #GigaBerlin : 1.4M
- BASF chemistry plant: 3M
- Leipa Paper factory: 6M
- Steel plant: 6M
- Oil refinery: 20M
- Coal Mine LEAG: 114M
(cubic meter water per year)
@elonmusk
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🇨🇳 Chinese Exports to the 🇺🇸 United States only make up 3% of China’s GDP.
That’s why from a Chinese perspective the threat of tariffs, no matter which US President, only finds deaf ears.
From First Principles, it doesn’t even make sense to care about such paper tiger.
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China just banned US exports of a couple of “Death Metals” that go into weapons production and where China controls either extraction or refinery on a large scale.
If China can’t have chips due to potential military applications, it is reasonable to prevent US weapons production
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Triple Net Investor
The US printed 13 Trillion in new money during the pandemic, distorting (asset) prices world wide and causing the most extreme FED hike cycle.
and raised 300 Billion for the Inflation Reduction Act to ramp up US Manufacturing.
Why go to China and lecture them about prices and industry capacity?
Is it, that you can’t compete in a free market?
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Many are afraid the Chinese want to take over the world and replace the US as number one power.
Frankly, I don’t see that happening and I also don’t see it as their ambitions. It is rather a projection of our own fear.
What China and many other nations want is a fair share.
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The US President would never accept a peace agreement in Ukraine, if proposed by China. No matter what’s the nature, terms and content of that proposal.
Solely the fact that it would be China to trigger peace is enough to neglect it in the first place.
Unspoken truth.
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Watch this XPeng park itself in its memorised parking space (on another level), after getting activated via voice assistant.
Owner following on foot burning some calories is more healthy anyways 😂
$XPEV
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The US added Comac to DOD Sanctions List in 2021.
Now the company demonstrated China’s first homegrown commercial airliner maiden flight.
What does it tell us about the chip sanctions?
ChinaAviationReview
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3. China is adding open-source value for free to the world. Except for the Monopolies and AI Investors stuck with gigantic failed allocated investments, everyone wins.
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Elon going for hot pot.
I hope he’s got no meetings scheduled tomorrow 😅nitter.app/Bitz5731703249/status/…
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As I am heading out of China and going back to Germany, Beijing is welcoming Putin with a huge show off of Russian flags.
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Aww.
Seems like the US has burned too many bridges under both Trump and Biden before and Xi sees nothing to gain from attending the Inauguration in his views.
It was a nice gesture from Trump though and I believe Xi should have taken that hand …
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Mass gatherings and celebrations in Shanghai, Beijing and other Chinese cities on New Years Eve. China is back!
Restrictions got removed, even tracing apps and Health Codes are gone.
Chinese can travel abroad again, and foreigners can come to China.
Excited about 2023!
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The comments section of this Robotics demo video in Shenzhen is gold.
People who have never been to China claim the video is fake because for some reasons like it shows 3 coffee shops in a row, and the shops use English signs.
😂 besides the Robotics tech this post demonstrates many wrong China stereotypes!
Allegedly shot in Shenzhen. Is this real? Can someone verify? I've seen this company posting very natural humanoid walking gaits a couple months ago. These days, it's hard to tell CGI vs Sora vs real ...
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First look at the $NIO ET9 exterior.
What do you think?
999 pieces of the founders edition already sold out.
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The more we in the West push false narratives about China Tech, the less credibility we have as an opinion worth hearing, and the more the Chinese will turn internal and make fun of our false bias.
This is why I keep fighting for the REAL story. I am not promoting China, just telling it as it is - which already is a stark contrast to the public image.
But again: It doesn’t help, in fact it hurts the West, to keep producing false narratives.
Stop it, rather think of how to benefit from China’s tech advance!
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Brief chat with $NIO CEO Li Bin at the Shanghai Autoshow.
He said he remembered me from the Berlin event and I talked about my ET7 experience (but this was cut off due mobile lag), then I asked him for a greeting to shareholders.
Full, spontaneous livestream 📺 on our YouTube.
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Respect for these foreign entrepreneurs in Shenzhen. I hope they can make it.
Access to rapid prototyping, low cost of living and being challenged by the dynamic Chinese startup scene provides a good environment and might give them a head start.
cayden 凯登
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Uh oh.
🇨🇳 China Immigration interviewed me upon entering Mainland.
Pray 🙏 for me.
Just kidding, they just asked for feedback about the immigration process and how to make it better …
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$NIO delivered 7,257 vehicles in March 2021, increasing by 373% year-over-year
NIO delivered 20,060 vehicles in the three months ended March 2021, increasing by 423% year-over-year
Hahahaha, nice on Li Bin.
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Hey all,
Eventful & most important week of my life.
No - not the markets. The only chart I monitored was the heart rate of our newborn baby👨🏻🍼 girl. Now she is here! ❤️👏
I couldn’t be more excited to invest and to shape a better future.
Content is coming back soon … 🤗
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🚀THANK YOU for 1 Mio. views on YouTube covering $TSLA $NIO $BIDU $TCEHY $LK $HMI $XPENG $LI $MSFT ByteDance🤗 🍾
DONGXii- The China Opportunity Subscribers:
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Next goal: 10 Million views 🤪 More stocks...
ALT DONGXii the China Opportunity YouTube Channel about Investing in China Tech
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