🌻台灣仍在居家隔離期. 台灣居住空間較小, 居家隔離難度較高. 尤其這次面對的病毒也比較凶猛. 祝大家平安. 在此提供一些當時我居家隔離時所做的一些事情, 供大家參考:
--對家人睜一隻眼, 閉一隻眼. 一家人天天在一起難免會有不順的時候, 不過能夠在一起很珍貴.
--買香料公司已經調好的香料包做料理. 這樣省時間, 也可以不用傷腦筋, 也讓煮飯多了點變化(可參考這網站: https://www.mccormick.com/spices-and-flavors/recipe-mixes/mccormick-one)
--做手工藝(當時有做一個花圈wreath)
--看書, 看劇, 在線上與股友聊天, 看年報, 整理財報內容
--多睡覺
--研究園藝, 在家裡養了很多綠色植物
--整理家裡, 做收納, 移動家具
--晚上喝點小酒, 解壓助眠(不過要注意有可能會胡言亂語😅)
🌻Docusign(DOCU), Crowdstrike(CRWD)的電話會議內容已整理好. 有興趣的讀者可以到部落格那邊去看:
https://makingsenseofusastocks.blogspot.com/
🌻附上本周發表財報公司一覽表(請見附圖)
🌻U.S. 10-Year Treasury Yield Slips Below 1.5%
https://www.wsj.com/articles/10-year-treasury-yield-dips-below-1-5-11623256393
🌻俄亥俄州 躍全球太陽能重鎮
顧問公司Wood Mackenzie統計,去年美國太陽能新增發電量創新高,且2030年前將再增加三倍。First Solar表示,俄亥俄州太陽能面板園區未來主要供應美國市場。近年太陽能產業多數零件來自中國,尤其在去年疫情爆發後,美國重大產業過度依賴海外供應鏈的風險激增,令拜登政府誓言重振美國製造業,並大力推動綠能產業發展。
https://www.chinatimes.com/newspapers/20210611000866-260203?chdtv
🌻華爾街日報》美國經濟快速復甦,就業成長為何沒跟上?工作機會被科技進步吃掉了!
https://www.storm.mg/article/3743297
"其中一個受益者是CardFree Inc.,該公司為餐飲經營者設計和運營線上和移動點餐系統。CardFree的首席執行官Jon Squire稱,該公司的應用軟體讓餐館能夠更好地預測和管理收到的訂單,以優化人員和產能調配。"
🌻現金太多 美銀行業者向企業喊話:別來存款
https://www.worldjournal.com/wj/story/121477/5524281
🌻華爾街日報選文(中文)
最近花了不少時間看報紙, 發現報紙還真好看, 除了學到不少財經知識外, 華爾街日報(WSJ)有些文章都挺有深度的. 有時候還一邊看一邊畫重點.
Anyway. 發現這個中文網站, 會翻譯一些WSJ的好文章. 值得書籤(bookmark)起來:
https://www.storm.mg/category/173479
🌻去年很多EV方面的新公司或是小公司. 這篇文章的觀點挺好, 說做EV, 要能夠scale(規模化地拓展)也很重要: https://www.wsj.com/articles/why-electric-vehicle-stocks-are-stuck-in-reverse-11622709998
"Still, the classic Silicon Valley disruption story isn’t playing out in the auto industry as once expected. With their big batteries, EVs are shaping up to be an industrial product that benefits from the kind of industrial scale 20th century manufacturers are good at. This advantage may not persist as other, software-based automotive technologies take off—in-vehicle internet and ultimately automated driving. But these are probably questions for another year."
可以跟這篇一起看:
Lordstown Motors的預警凸顯電動汽車初創公司的資金難題
https://cn.wsj.com/articles/lordstown-motors%E7%9A%84%E9%A0%90%E8%AD%A6%E5%87%B8%E9%A1%AF%E9%9B%BB%E5%8B%95%E6%B1%BD%E8%BB%8A%E5%88%9D%E5%89%B5%E5%85%AC%E5%8F%B8%E7%9A%84%E8%B3%87%E9%87%91%E9%9B%A3%E9%A1%8C-11623304812
🌻
即便亞馬遜和沃爾瑪也難理順美國醫療健康亂局
美國企業有無數個理由進軍甚至顛覆醫療健康行業,但即使是技術天才也會發現這個領域令人費解。
https://cn.wsj.com/articles/%E5%8D%B3%E4%BE%BF%E4%BA%9E%E9%A6%AC%E9%81%9C%E5%92%8C%E6%B2%83%E7%88%BE%E7%91%AA%E4%B9%9F%E9%9B%A3%E7%90%86%E9%A0%86%E7%BE%8E%E5%9C%8B%E9%86%AB%E7%99%82%E5%81%A5%E5%BA%B7%E4%BA%82%E5%B1%80-11622432113
🌻信任(trust)
這兩天看了一部電影and一本書的評論, 發現觸及的主題是一樣的: 信任.
電影是Disney Plus上面的"巡龍使者: 拉雅". 書是一本新書"The Power of Giving Away Power".
我發現一個團體要把事情做好, 重要的不是每個人的能力有多強, 而是彼此能否信任. 當大家都有共識(英文有個片語是, "on the same page"), 有同樣的目標的時候, 事情會好辦很多. 但這其實不容易做到(就像電影中的Raya一樣, 還必須先犧牲自己, 才能說服夥伴.)
Anyway. 覺得這題材挺有趣的, 也是生活中常碰到的事情. 分享給大家.
"巡龍使者: 拉雅"影評: https://movie1314.pixnet.net/coblog/post/353485640
"The Power of Giving Away Power"書評:
https://www.wsj.com/articles/the-power-of-giving-away-power-review-the-stars-look-down-11623277080
Pictures: 網路, Amazon, earningswhispers.com
同時也有1部Youtube影片,追蹤數超過9萬的網紅DREAM清醒夢LUCID,也在其Youtube影片中提到,中國的崛起和西方的衰落.... 我相信英國將成為第一個淪陷的歐洲國家 歐洲地區成為第三世界國家時將會使世界大跌眼鏡 警察將不再管用、通貨膨脹和暴動是日常 中國要做的就是等待,並撿拾殘局 不幸的是,這些中國的作品之一將是台灣 在超高福利的國家發起大規模移民政策的政客們,他們不了解人民 這些都將導致...
take advantage from中文 在 黃之鋒 Joshua Wong Facebook 的精選貼文
【Joshua Wong speaking to the Italian Senate】#意大利國會研討會演說 —— 呼籲世界在大學保衛戰一週年後與香港人站在同一陣線
中文、意大利文演說全文:https://www.patreon.com/posts/44167118
感謝開創未來基金會(Fondazione Farefuturo)邀請,讓我透過視像方式在意大利國會裡舉辦的研討會發言,呼籲世界繼續關注香港,與香港人站在同一陣線。
意大利作為絕無僅有參與一帶一路發展的國家,理應對中共打壓有更全面的理解,如今正值大學保衛戰一週年,以致大搜捕的時刻,當打壓更為嚴峻,香港更需要世界與我們同行。
為了讓各地朋友也能更了解香港狀況,我已在Patreon發佈當天演說的中文、英文和意大利文發言稿,盼望在如此困難的時勢裡,繼續讓世界知道我們未曾心息的反抗意志。
【The Value of Freedom: Burning Questions for Hong Kongers】
Good morning. I have the privilege today to share some of my thoughts and reflections about freedom, after taking part in social activism for eight years in Hong Kong. A movement calling for the withdrawal of the extradition law starting from last year had escalated into a demand for democracy and freedom. This city used to be prestigious for being the world’s most liberal economy, but now the infamous authoritarian government took away our freedom to election, freedom of assembly, freedom of expression and ideas.
Sometimes, we cannot avoid questioning the cause we are fighting for, the value of freedom. Despite a rather bleak prospect, why do we have to continue in this struggle? Why do we have to cherish freedom? What can we do to safeguard freedom at home and stay alert to attacks on freedom? In answering these questions, I hope to walk through three episodes in the previous year.
Turning to 2020, protests are not seen as frequently as they used to be on the media lens, partly because of the pandemic, but more importantly for the authoritarian rule. While the world is busy fighting the pandemic, our government took advantage of the virus to exert a tighter grip over our freedom. Putting the emergency laws in place, public assemblies in Hong Kong were banned. Most recently, a rally to support press freedom organized by journalists was also forbidden. While many people may ask if it is the end of street activism, ahead of us in the fight for freedom is another battleground: the court and the prison.
Freedom Fighters in Courtrooms and in Jail
Part of the huge cost incurred in the fight for freedom and democracy in Hong Kong is the increasing judicial casualties. As of today, more than 10 thousand people have been arrested since the movement broke out, more than a hundred of them are already locked up in prison. Among the 2,300 protestors who are prosecuted, 700 of them may be sentenced up to ten years for rioting charges.
Putting these figures into context, I wish to tell you what life is like, as a youngster in today’s Hong Kong. I was humbled by a lot of younger protestors and students whose exceptional maturity are demonstrated in courtrooms and in prison. What is thought to be normal university life is completely out of the question because very likely the neighbour next door or the roommate who cooked you lunch today will be thrown to jail on the next.
I do prison visits a few times a month to talk to activists who are facing criminal charges or serving sentences for their involvement in the movement. It is not just a routine of my political work, but it becomes my life as an activist. Since the movement, prison visits has also become the daily lives of many families.
But it is always an unpleasant experience passing through the iron gates one after one to enter the visitors’ room, speaking to someone who is deprived of liberty, for a selflessly noble cause. As an activist serving three brief jail terms, I understand that the banality of the four walls is not the most difficult to endure in jail. What is more unbearable is the control of thought and ideas in every single part of our daily routine enforced by the prison system. It will diminish your ability to think critically and the worst of it will persuade you to give up on what you are fighting for, if you have not prepared it well. Three years ago when I wrote on the first page of prison letters, which later turned into a publication called the ‘Unfree Speech’, I was alarmed at the environment of the prison cell. Those letters were written in a state in which freedom was deprived of and in which censorship was obvious. It brings us to question ourselves: other than physical constraints like prison bars, what makes us continue in the fight for freedom and democracy?
Mutual Support to activists behind-the-scene
The support for this movement is undiminished over these 17 months. There are many beautiful parts in the movement that continue to revitalise the ways we contribute to this city, instead of making money on our own in the so-called global financial centre. In particular, it is the fraternity, the mutual assistance among protestors that I cherished the most.
As more protestors are arrested, people offer help and assistance wholeheartedly -- we sit in court hearings even if we don’t know each other, and do frequent prison visits and write letters to protesters in detention. In major festivals and holidays, people gathered outside the prison to chant slogans so that they won’t feel alone and disconnected. This is the most touching part to me for I also experienced life in jail.
The cohesion, the connection and bonding among protestors are the cornerstone to the movement. At the same time, these virtues gave so much empowerment to the mass public who might not be able to fight bravely in the escalating protests. These scenes are not able to be captured by cameras, but I’m sure it is some of the most important parts of Hong Kong’s movement that I hope the world will remember.
I believe this mutual support transcends nationality or territory because the value of freedom does not alter in different places. More recently, Twelve Hongkong activists, all involved in the movement last year, were kidnapped by China’s coastal guard when fleeing to Taiwan for political refugee in late-August. All of them are now detained secretly in China, with the youngest aged only 16. We suspect they are under torture during detention and we call for help on the international level, putting up #SAVE12 campaign on twitter. In fact, how surprising it is to see people all over the world standing with the dozen detained protestors for the same cause. I’m moved by activists in Italy, who barely knew these Hong Kong activists, even took part in a hunger strike last month calling for immediate release of them. This form of interconnectivity keeps us in spirit and to continue our struggle to freedom and democracy.
Understanding Value of freedom in the university battle
A year ago on this day, Hong Kong was embroiled in burning clashes as the police besieged the Polytechnic University. It was a day we will not forget and this wound is still bleeding in the hearts of many Hong Kongers. A journalist stationed in the university at that time once told me that being at the scene could only remind him of the Tiananmen Square Massacre 31 years ago in Beijing. There was basically no exit except going for the dangerous sewage drains.
That day, thousands of people, old or young, flocked to districts close to the university before dawn, trying to rescue protestors trapped inside the campus. The reinforcements faced grave danger too, for police raided every corner of the small streets and alleys, arresting a lot of them. Among the 800+ arrested on a single day, 213 people were charged with rioting. For sure these people know there will be repercussions. It is the conscience driving them to take to the streets regardless of the danger, the conscience that we should stand up to brutality and authoritarianism, and ultimately to fight for freedoms that are guaranteed in our constitution. As my dear friend, Brian Leung once said, ‘’Hong Kong Belongs to Everyone Who Shares Its Pain’’. I believe the value of freedom is exemplified through our compassion to whom we love, so much that we are willing to sacrifice the freedom of our own.
Defending freedom behind the bars
No doubt there is a terrible price to pay in standing up to the Beijing and Hong Kong government. But after serving a few brief jail sentences and facing the continuing threat of harassment, I learnt to cherish the freedom I have for now, and I shall devote every bit what I have to strive for the freedom of those who have been ruthlessly denied.
The three episodes I shared with you today -- the courtroom, visiting prisoners and the battle of university continue to remind me of the fact that the fight for freedom has not ended yet. In the coming months, I will be facing a maximum of 5 years in jail for unauthorized assembly and up to one ridiculous year for wearing a mask in protest. But prison bars would never stop me from activism and thinking critically.
I only wish that during my absence, you can continue to stand with the people of Hong Kong, by following closely to the development, no matter the ill-fated election, the large-scale arrest under National Security Law or the twelve activists in China. To defy the greatest human rights abusers is the essential way to restore democracy of our generation, and the generation following us.
.................
💪小額支持我的獨家分析及文章:https://bit.ly/joshuawonghk
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take advantage from中文 在 Eric's English Lounge Facebook 的最佳解答
[時事英文]臺灣六大戰略產業
In President Tsai’s inauguration speech, it was mentioned that Taiwan will develop six core strategic industries to transform it into a critical force in the global economy. Below are the six industries and plans for developing them.
Are you ready for the development of next generation technologies?
蔡總統於就職演說時提到,臺灣將利用當前六大戰略產業的機遇,使臺灣蛻變為全球經濟的關鍵力量。以下為六大戰略產業及其發展計劃。你準備好開發下一個世代的科技了嗎?
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Six Core Strategic Industries
First, we will continue to develop our information and digital industries. We will take advantage of Taiwan's strengths in the semiconductor and ICT industries to secure a central role in global supply chains, and make Taiwan a major base for the development of next generation technologies, including IoT and AI.
1. information and digital industries 資訊與數位產業
2. semiconductor 半導體
3. ICT (Information and Communication Technology) 資訊與通訊科技
4. secure a central role 獲得一個核心地位
5. a major base 重要的基地
6. IoT (Internet of Things) 物聯網
7. AI (Artificial Intelligence) 人工智慧
六大核心戰略產業
第一,台灣要持續強化資訊及數位相關產業發展。我們要利用半導體和資通訊產業的優勢,全力搶占全球供應鏈的核心地位,讓台灣成為下一個世代,資訊科技的重要基地,全力促進物聯網和人工智慧的發展。
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Second, we are going to develop a cybersecurity industry that can integrate with 5G, digital transformation, and our national security. We will strive to create cybersecurity systems and an industrial chain that can protect our country and earn the world's trust.
8. cybersecurity industry 資安產業
9. integrate with 結合
10. digital transformation 數位轉型
第二,台灣要發展可以結合5G時代、數位轉型、以及國家安全的資安產業。我們要全力打造可以有效保護自己,也能被世界信賴的資安系統及產業鏈。
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Third, we are going to create biotech and medical technology industries integrated with the rest of the world. Throughout this pandemic, Taiwanese teams have proven that they are capable of working with world-class technologies to produce reagents and develop new drugs and vaccines. We are going to give these industries our utmost support, and transform Taiwan into a key force in the global battle against infectious diseases.
11. biotech and medical technology 生物與醫療科技
12. capable of 有能力做……
13. world-class 世界級的;世界一流的
14. reagent 試劑;試藥
15. vaccine 疫苗
16. utmost support 全力扶持;最大的支持
17. key force 關鍵力量
18. infectious diseases 傳染病
第三,我們要打造接軌全球的生物及醫療科技產業。這次疫情中,無論是試劑製造、或是新藥和疫苗的研發,「台灣團隊」都有足夠的能力,跟全球頂尖技術接軌。我們要全力扶持相關產業,讓台灣成為全球克服疫病挑戰的關鍵力量。
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Fourth, we are going to develop national defense and strategic industries by integrating military and civilian capabilities. In addition to domestically-produced naval vessel and aircraft programs that are currently underway, we will push harder to promote technological integration between the military and the private sector, to stimulate private sector production capabilities, and advance into the aviation and space industries.
19. national defense 國防
20. strategic industries 戰略產業
21. domestically-produced 國內製造
22. naval vessel 軍艦
23. underway 正在進行的;正在發生的
24. push harder 更加努力
25. technological integration 技術整合
26. stimulate 激發;刺激
27. private sector 私營部門(即民營);民間
28. the aviation and space industries 航空與太空產業
第四,我們要發展軍民整合的國防及戰略產業。除了已經在進行當中的國艦國造、國機國造,我們會更強力推動軍民技術整合,激發民間製造能量,更進一步進軍航空及太空產業。
★★★★★★★★★★★★
Fifth, we are going to accelerate the development of green energy and renewable energy industries. Over the past four years, renewable energy has experienced explosive growth, and Taiwan has become a hotspot for international investment. Building on this foundation, I am confident that we will achieve our goal of deriving 20% of our overall energy from green sources by 2025. We are going to make Taiwan a center for green energy in Asia.
29. green energy 綠能
30. renewable energy 再生能源
31. explosive growth 飛躍性地增長
32. hotspot 熱點
33. derive sth from sth 從…中得到,從…中獲得、取得
第五,我們要加速發展綠電及再生能源產業。過去四年,再生能源有飛躍性的發展,台灣成為國際再生能源投資的熱點。在這個基礎上,2025年綠能占整體能源百分之二十的目標,我有信心可以達成,台灣將成為亞太綠能中心。
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Sixth, we are going to establish strategic stockpile industries that can ensure the steady provision of critical supplies. Facing changes to the global order, we need to keep key industrial chains in Taiwan and maintain a certain degree of self-sufficiency in the production of face masks, medical and daily supplies, energy, and food.
34. strategic stockpile industries 戰略儲備產業
35. the steady provision of critical supplies 關鍵物資的穩定供應
36. the global order 全球秩序
37. key industrial chains 重要的產業鏈
38. a certain degree of 一定程度的……
39. self-sufficiency 自給自足
第六,我們還要建構足以確保關鍵物資供應的民生及戰備產業。面對未來的全球秩序變化,從口罩、醫療及民生用品、能源到糧食供應,我們要把重要的產業鏈留在國內,維持一定的自給率。
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蔡總統就職演說全文英文版:https://bit.ly/2AM9RFN
蔡總統就職演說全文中文版:https://bit.ly/36m0bxp
圖片出處:Google Search
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How might we develop these industries? What would be the first step to take?
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時事英文講義:https://bit.ly/2XmRYXc
時事英文大全:http://bit.ly/2WtAqop
如何使用「時事英文」:https://bit.ly/3a9rr38
take advantage from中文 在 DREAM清醒夢LUCID Youtube 的最佳貼文
中國的崛起和西方的衰落....
我相信英國將成為第一個淪陷的歐洲國家
歐洲地區成為第三世界國家時將會使世界大跌眼鏡
警察將不再管用、通貨膨脹和暴動是日常
中國要做的就是等待,並撿拾殘局
不幸的是,這些中國的作品之一將是台灣
在超高福利的國家發起大規模移民政策的政客們,他們不了解人民
這些都將導致街頭流血事件不斷發生
就算大家想看中國失敗,但中國依然屹立不搖
只要一有機會,中國便會採取迅速行動
台灣無疑是中國第一個要拿下的
如果你問文化大革命發生在西方是什麼樣子?看英國就知道了
在黑暗時代的平均壽命越來越短、創新和創造力下降
西方即將進入另一個黑暗時代
沒有人知道會持續多久
關於英國人民的下一個全面的綜合歷史將會被用中文書寫
這就是英國的離奇之死
The rise of China and the fall of the West. My belief is that Britain will be the first European country to fall. There will be shock and awe as the world watches parts of Europe become third world countries. Police overwhelmed. High levels of inflation, and daily riots. All China will have to do is to wait and pick up the pieces. Unfortunately one of those pieces will be Taiwan. The overblown welfare state, mass immigration from countries and of peoples not understood by the politicians that initiated the immigration policies. The resentment of the indigenous Brits and the weak police force will lead to bloodbaths in the streets. China despite all the wishes for it to collapse will not. There will be swift moves to take advantage of the gap in power. Taiwan will be the Suez canal of the United States of America. If Britain has a cultural revolution this is it. The dark ages saw a decline in life expectancy, innovation, creativity. The west is about to enter another dark ages. There is no telling how long it will last. The next proper comprehensive history written about the peoples of Britain will be written in Chinese. This is the strange death of Britain.
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