主题：去工业化后的再工业化的可能性？ -- 夜如何其

1.

tgchina's 阵地战: 4纵 already gone

"厂房,远远望去漂亮整齐, 近看却没有门框窗户" , and a huge debt monster still eating up tgchina's capital;

2.

X's 1纵李天佑=1)民間还有钱, 2) 中央还有钱

3.

"M&A" hot, in US in particular

1 of reasons, for companies (yes, it is different for a big country like Tgchina), build or buy?

build from scratch in front of "AI(生产信息化, 生产智能化), 3D 穿插战(生产个人化, 生产个性化)"?

you are facing the risk of building something of totally BS;

so, merger and acquisitions:

if you have a good brain, and build something out of it, and capital market finds you and figures out your "value" : money falls onto your heads from sky;

and everybody is happy.

M&A: another driver of this US bull market

4.

"去工业化后的再工业化的可能性"

"M&A" globally