Chongqing VS Chengdu, who has greater potential in the future depends on the direction of the technological revolution

time:2023-01-30 05:37:46source:chakarski.com author:Individual stock analysis
Chongqing VS Chengdu, who has greater potential in the future depends on the direction of the technological revolution

Chongqing and Chengdu, as two stars in the west, have always been in love with each other on the Internet, and they always like to argue about who is ahead. Today, we will not analyze the status quo of the two. After all, the economy needs to look forward. Let us see which of the two has greater potential. In my opinion, the essence of this question is who can grasp the development direction of the next industrial revolution. . Let’s start with the conclusion, Chengdu has a very small chance, only a 20% chance. There are several possible directions for the next industrial revolution, namely new energy + electric vehicles + intelligent driving, VR + Metaverse, Industry 4.0 + Internet of Things, and artificial intelligence. As for 5G, it has basically been falsified. Artificial intelligence is still too far away, and it is estimated that it will not play a role. Look at the SenseTime of Hong Kong stocks and the Cambrian of A shares, which have fallen by more than 80%. In my opinion, if it is VR + metaverse, Chengdu has advantages in the Internet and computers, and the potential is even greater. However, in essence, the two cities are not very good in this respect, and Chengdu is only slightly stronger than Chongqing. If it is the other two directions, then Chongqing is not only far ahead of Chengdu, but is undoubtedly a first-class echelon in the whole country. I personally think that the probability of new energy + electric vehicles + intelligent driving is increasing, and the replacement rate of new energy vehicles has reached more than 20%. This trend is basically irreversible.
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