我真被任正非给吓到了

共度时艰
2022-08-25
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任正非。(图片来源:JESSICA YANG/AFP via Getty Images)

2018年,万科郁亮提出活下去,很多人包括许家印当作笑话看待,现在万科没事,友商死的死、伤的伤。

2022年,华为任正非喊着活下去,局长被这表态吓到了,顿觉凉意阵阵,寒气漫天。

大家都知道现在是什么形势。

现在都在呼吁国企要敢干,民企要敢闯,外企要敢投,言外之意是经济复苏有赖企业。

如果是百度李彦宏说,那肯定是找骂。

如果是马老板说,那肯定是作为资本家典型拉出批判。

如果是柳传志说,那肯定是被指妖言惑众,扰乱民心。

活下去这句话,最终还是中美贸易战最大受害者,中国最强的科技公司等等诸多buff拉满的任老板说出来。

局长反复看到今年任总的用词,如不透露出敬畏的寒意,以下是提炼出的要点:

网络图片
网络图片

背景:全球经济将面临着衰退、消费能力下降。

时间:三年危机,十年痛苦。

解决办法:现金流、现金流、现金流。

手段:云计算、数字能源、智能汽车。

总纲领让局长感觉有两大意外:

第一、任总虽然年年喊冬天来了,但是局长从来没见过任总如此重视和强调现金流,只能说他在全力备战经济寒冬了。

局长曾经研究过超人李嘉诚一直成功的秘诀,除了他对大势的判断精准之外,最重要一点就是现金流,而且是充沛的现金流,当危机出现时候,他有钱大抄底。

第二、“我们是有边界的,华为永远不会造汽车”“以后谁再建言造车,干扰公司,可调离岗位,另外寻找岗位。”这是任总之前强硬的表态。

今天这篇文章,智能车方面着墨罕见之多,可见任总的重视程度,估计是讲给给余承东听的。

这也给普通人两点启示:

其一、任总说出未来财富密码,云计算、数字能源、智能汽车。这也是未来中国弯道超车的三大关键赛道。

其二、连华为这种巨无霸都要重视现金流,个人更不用说了。保持现金流减少支出,降杠杆,降债务。对于个人来说,非必要不理财投资。

说起理财投资,今天还要一件大事。

深圳一家叫富安娜的公司,买了中信证券1.2亿的固收理财,结果到期后90%的本金没了。

这款名为固收类的理财,被中信拿去买了垃圾债,这个垃圾债本质就是民企暴雷。然后富安娜的本金就没了90%。

富安娜还是太年轻了。只能说每一次危机,往往只能教育一代人。

60后记得价格闯关

70后遭遇国企下岗

80后记得金融危机

….

任总是40后,价格闯关、国企下岗、金融危机他都经历过,这也是他每年喊冬天来了的根源。曾经痛苦的记忆,太深刻了。

我们90后们没有遇到真正的危机,30年的景气经济周期,在我们这一代人意识里面,经济永远增长,京沪也永远涨,疯狂借贷,疯狂加杠杆。

但是这一次,因为路径依赖,我们终于遭遇苦日子。

(全文转自微信公众号贩财局)

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