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吴晓波:2018年来了 这个世界会更美好吗?
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Topic: 吴晓波:2018年来了 这个世界会更美好吗? (Read 90 times)
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吴晓波:2018年来了 这个世界会更美好吗?
January 01, 2018, 02:45:39 PM
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改革开放四十年,中国经济总量从全球占比1.8%增长至全球的14.8%,人均GDP从384美元增长到了9280美元,世界500强从0家增长至115家,中产阶层从0增加到2.3亿,汽车产量从10万增长至2940万辆,消费了全球每年奢侈品的70%。
这个国家的所有人、所有家庭、每一条街道、每一栋大楼,都发生了巨大的变化。几乎所有的历史学家,都看到了中国的变化,但是不知道该怎么解释它。西方学者对中国经济崩溃的至少五次预言,也至今通通失效了。那么,我们到底做对了什么?
“中国改革的成功,是人类行为的意外后果。”在2017年12月30日的吴晓波年终秀上,财经作家吴晓波在他的跨年演讲中给出了答案。
“我们真的非常非常幸运,生活在一个好的商业时代。”吴晓波认为,过去四十年的中国改革,中国需要向一些人致敬:农民工、企业家、奉行地方政府公司主义的地方干部以及创业者。同时,他表示中国的现代化道路具有她自身的内在性和动力源,改革开放的四大动力是:制度创新、容忍非均衡、巨国效应、技术破壁。
这其中,制度变革是这个国家经济发展的第一动力源;容忍发展的非均衡让最想致富的人先致富了;巨国效应下的人口基数、人口红利,给很多中国企业造就了巨大的优势;而作为一种不可逆的动力,技术破壁成了中国这一后进国家、发展中国家,不断进步迭代的重要原因。
此外,吴晓波还认为这四十年来,中国的发展,是一轮接一轮浪潮的结果。
1980年代,中国制造业的发展是一个全球化背景下产业大转移的结果;
1990年代中期,中国劳动力成本也开始提高,制造业开始出现饱和了,互联网经济的出现让中国赶上了产业革命的末班车,同时赶上了互联网革命的头班车;
在全球制造业产能过剩的背景下,中国又出现了中产崛起和供需错配;
瞭望未来,以新能源革命、材料革命、基因革命等等为代表的技术革命,与中国的资本和内需增长,发生着重大的应和。
从1990年代中后期以后,互联网对中国发起了一次又一次的冲击,改变了人和消费的关系、人和商品的关系、人和服务的关系、人和金融的关系,从去年开始改变了人和资本的关系。
而到了2018年,随着2017年新中产的崛起,跨境并购倍级增长,人工智能穿透产业,整个IPO市场出现了量级的增长,垄断的加剧,吴晓波对2018年中国与世界的发展趋势做出了自己的预测:
1、美国挖坑全球竞填;
2、买好资产投穷国家;
3、大城聚能中部崛起;
4、屌丝谢幕零售再造;
5、机器人重构制造业;
6、5G商用想象物联;
7、创业降温;
8、足球街舞文娱狂欢。
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