[大家只睇到金融嘅胸部,睇唔到金融嘅凶暴]如是我聞。忽然間隻嘢就跌三成架啦,個市冇事冇幹喎,下調收入指引幾個巴仙之嘛。
TLDR:一隻股票跌咗三份一,係要升返五成。呢條數我到而家都唔知點計。同場加映—財經演員的自我修養(我估好多人係睇呢part)(#)
1. 其實冇乜特別,但友台 有米落鑊 - 馮宏遠阿米講起,又有啲啟示。呢隻Fastly(FSLY),上星期前我係聽都未聽過的。原來又係雲計算,OK。當旺。高峰都係100億美金市值左右,唔算太大。
2. 重點係,做乜之前(星期四)忽然急跌?原來係下調咗第三季收入指引(美股好多公司都會畀)。點解下調?因為最大個客幫襯少咗。邊個係最大嘅客?ByteDance 字節跳動。仲唔知係乜?Tik Tok.仲唔知係乜?即係抖音(*)
3. 最大嘅客被美國搞,股價跌唔奇。奇在而家先忽然跌。仲有,唔係字節跳動唔再幫襯,只係收入少咗。具體嚟講,之前收入指引係75.5-73.5m美金,而家係70-71m—7%不夠,但股價就跌三成。
4. 固然,收入跌7%,利潤跌幅可以遠超於此。但重點並唔係呢樣,正如阿米所講,股價高處不勝寒,之前升咗5倍(2019年5月先上市),市場期望極大,就絶對容不下少少出錯空間了。況且仲要係細公司,仲要係蝕緊錢,margin of safety極細,稍為有小小問題,大家就即時散水。你又唔係有乜護城河,升咗5倍我點解唔沽?
5. 股價連跌兩日,就已經冇咗35%—亦留意第一日裂開低開三成咁滯,根本冇得你走。總之就係你一開就見到股價冇咗三成幾。
6. 但我其實最想講嘅係,一個小學數學問題,困擾咗好多人好多年,亦係投資嘅真諦,畢菲特法則嘅第一條(同埋第二條)
7. 請問,一隻股票跌咗35%後,要升返幾多先回家?答案唔係35%,係54%。呢個實在令人好困擾
8. 然後又係撫心自問時間,唔好計你買波買馬贏到10倍100倍啦,講真你贏十皮嘢都唔會改變到你任何生活水平(一球嘢……就應該有啲影響)。
9. 計serious money,有幾多人,一隻股票賺到50%?唔使答我,自己諗。更加唔好講,咁多隻夾埋搵到50%
10. 而一隻股票忽然間輸你35%,係一晚嘅事。仲要係冇乜特別事,唔係雷曼爆煲,唔係世紀疫症,唔係中美開戰。只係一個冇乜特別嘅消息。
11. 但你,就been left a mountain to climb了。贏返五成,慢慢。我更唔知如果話「堅守止蝕」嗰啲係咪星期四開市就打靶,根本一百個有九十九個都唔會啦。(但話說回頭,星期四即斬,真係輸少啲喎)
12. 當然冇人知,可能之後Fastly升返幾倍呢,有幾出奇。你睇返亞馬遜2000年嗰時啲股票?坐幾多年先返家?Never Say Never
13. 但愚見認為呢,真係唔使咁多招式。畫撚埋一大堆圖呀,又水星逆行呀,又睇當撈侵八字呀,又聽KOL講中美大戰呀乜鬼,23000買 25000止賺 穿 22000就止蝕呀咁炒上炒落(**),十居其九係浪費時間。固然有人咁發達,但一般都唔係你。
14. 簡簡單單,買隻大企長渣,有幾難?固然而家甚麼FAAMG之類開始樹大招風,富不與官鬥,但佢地就被人目上了。但仲有好多其他公司,Tech嘅,大把人買Tesla Netflix之類,PayPal VISA我亦寫過(VISA都Tech?)。Non Tech嘅,ig有貼啦,Black Rock,LVMH,Nike都創新高。仲有讀者提過啲咩Domino呀,Papa John呀之類—增長快過Google添!
15. 之後可能都會出多啲短啲嘅文(可惜呢篇個後記又長過正文,耐唔耐會咁,有得我),刷下存在感同收視。大家鍾唔鍾意?正路多數係答長短唔重要,最緊要有用。但,邊有咁多時間?永遠都係idea太多,時間唔夠。可能都要學下另一隔離台 規佬筆記 Compliance Notes 咁多啲短打(係喎,其實虧佬同阿米會同埃汾一齊食飯的,「嚟嚟去去都係嗰班友」)
16. 循例叫下大家,想支持埃汾嘅,最好就join Patreon(https://bit.ly/31QmYj7).唔想科水嘅亦理解,咁記得share like and comment(煩,但很重要)。另外,Instagram都多嘢睇的說(@ivanliresearch),我甚至懷疑太多嘢睇會自己打自己。
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(#)好多次都有人話啲(*)好睇過正文,「咁不如以後埃汾寫(*)得啦」。Nonono,唔得嘅。正如餐廳賣酒水利錢高,但總唔可以只賣酒水嘛!共生的。亦正如我都寫過,航空公司下面嘅里數計劃仲值錢過航空公司本身,基本上好多航空公司係負市值,由里數計劃貼住(https://bityl.co/41iN)—但邊係咁簡單呢?否則間間都摺埋唔使飛只做里數計劃啦,兩者共生嘛。拿,又學到嘢啦,訂Patreon啦(https://bit.ly/31QmYj7)
(*)正如WeChat唔同微信,嚴格嚟講TikTok真係唔同抖音,你在香港都用唔到TikTok但用到抖音。但至於Hungry Jack's係咪即係Burger King…….就睇你點定義咯。
(**)Bonus:其實我由頭到尾都唔覺得自己係財演,但你鍾意叫亦冇乜所謂。你叫我死仆街我都唔會少咗一個仙身家的。亦正如 李兆富/利世民 (已豹隱)同 高明 話頭,咩係財演?你在電視報紙見到嘅咪財演。所以畢菲特,陸東,索羅斯都係財演,李嘉誠都係。咁邊個唔係?李德義呀(唔係唔識呀?),鞋王呀之類咪唔係財演,唔係有意外(老婆搞上黃長X梗係意外,唔通愛到入城大要分開預計之中咩)(我到而家都唔知呢句歌詞填乜撚),佢地點會上報?想講返,我真係仲有上電視,畀觀眾問冧把嘅年代,真係有啲人打嚟會問,「呀李生我呢40蚊買咗隻1919呀而家點算好呢」(***)。「除咗叫你安息我都唔知講乜好」。但同時亦有人真係打嚟話「呀李生我呢50蚊買左隻騰訊呀而家應該點好呢」,我懷疑呢啲人係反社會人格打嚟演嘢的。無論如何,可以話畀你知,嗰啲節目絶對唔造假唔使做媒,因為真係好Q多人打上嚟問!以前電台節目,有啲友FAX份10頁長嘅嘢嚟問!根本唔使做媒。(****)
(***)即係舉例,其實40蚊買1919嗰個係我,以前講過
(****)BTW 不吐不快講多次,好多人屌呢啲節目浪費大氣電波,我都同意。打去嘅無聊,答嘅無聊,主持又無聊,觀眾齊齊受罪。2.4買啦升穿3蚊可以take profit跌穿2.2扯蝕。我自己上去,都唔知做乜撚嘢。但—呢個係一個獎勵虛偽嘅社會。因為絶大多數人,都係將「答得快」「大聲」「唔使諗」當係自信」,然後將「自信」當為有料到。所以好似埃汾呢啲introvert係好難適應呢個社會的(*****)。我試過「講真話」架!「呀埃汾點睇呢隻乜乜動力呢」「er…….完全唔知間公司做乜」(******)。結果?多幾次,電視台/電台高層就畀啲壓力架啦,喂,屌你,條友乜撚嘢唔知嘅?係咪路架,個CFA呃返嚟架(係喎,有人以為CFA係記股票冧把的,即係洗衣機壞咗你老母都叫你整啦,讀IT嘛你)
(*****)即使我啲朋友,聽到埃汾自稱係introvert,都當係笑話。但我不是杰丁,我是斯維爾。我遠遠見到識嘅人好多時都會繞路走。一大班人食飯食完飯,我總係「有下一場」,其實多數我係怕要同啲唔熟嘅人一齊搭車然後中途諗話題做small talk,「玩電話又唔多尊重人咁」「但未有電話玩嘅年代更加惡夢」
(******)香港千鳩兩千幾間上市公司,我真心佩服啲行家可以隻隻知道做乜—但更神奇係好多時啲觀眾都知!幾時都話,香港地使撚「投資者教育」?街市劏雞嘅都知咩叫引伸波幅縮vol,我肯定全世界都冇一個地方係咁。我唔撚信在築地劏吞拿魚嗰啲知道點解日經指數冇任天堂份。
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Instagram @ivanliresearch.七成金融(短打)兩成嘢食一成其他嘢。
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Ivan Patreon 狼耳街華人,一星期至少三篇港美市場評點,其他免費好文推介,每日一圖,仲有FB Page post summary.一個月一舊水唔使,開張兩個月已 600人訂,仲有兩篇免費試睇:https://bit.ly/31QmYj7
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[收費短片第十擊]人民幣升值受惠股,美股二線科技股揭秘
課程資訊:https://homebloggerhk.com/course_detail/?code=CC010
內容:
*軟件股IPO狂潮
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*人民幣強勢買咩好?
本星期內特惠售價: $80
課程編號:CC010
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同時也有5部Youtube影片,追蹤數超過2萬的網紅大人學,也在其Youtube影片中提到,#戀愛 是我們與內心小劇場的對戰,該不該主動、曖昧期多長、對方這樣的舉動究竟代表著什麼……我們總可以生出無數個煩惱的理由,殊不知多數都只是庸人自擾,關係中真正該注意的地方反而被忽略了。這集節目 #Joe 將與人氣部落客及作家——《#大魔王的戀愛人類學筆記》作者 #張玉琦,一同聊聊戀愛的話題,女生可以...
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【對華政策的範式轉移】絕對是歷史性講話.
#成萬字 #萬言書 #頹譯都譯死人
----小弟頹譯------
蓬佩奧:謝謝。謝謝你們。州長,您的慷慨介紹。的確是這樣:當您在那個體育館裡散步時,說出“蓬佩奧”的名字,人們就會耳語。因為,我有一個兄弟,Mark,他是一個非常好,一位非常出色的籃球運動員。
請為藍鷹榮譽衛隊(Blue Eagles Honor Guard)及飛行員Kayla Highsmith下士對國歌的精彩演繹給多一次掌聲如何? (掌聲)
也要感謝Laurie牧師那動人的祈禱,我還要感謝Hugh Hewitt和尼克遜基金會的邀請讓我在這個重要的美國機構發言。很高興能受空軍人員演唱,由海軍陸戰隊介紹,讓個一個陸軍傢伙站在海軍傢伙的房子前面。 (笑聲)(按蓬佩奧曾在美國陸軍服役 )一切都很好。
很榮幸來到Yorba Linda,尼克遜的父親在那裡建立了他出生和成長的房屋。
在這困難時刻,使今天成為可能的尼克遜中心董事會和工作人員,感謝,感謝我和我的團隊使這一天成為可能。
我們很幸運能在觀眾中見到一些特別的嘉賓,包括我認識的Chris Nixon (尼克遜的孫,Christopher Nixon Cox)。我還要感謝Tricia Nixon和Julie Nixon Eisenhower (尼克遜兩位女兒)對這次訪問的支持。
我還想提一提幾位勇敢的中國持不同政見者,他們長途跋涉並出席。其他尊貴的客人-(掌聲)-尊貴的客人,謝謝您的光臨。那些在帳篷下的人,您們必須支付額外的費用(笑)。
以及那些正在觀看直播的人,感謝您的收看。
最後,正如州長所說,我在Santa Ana出生,離這裡不遠。今天有我的姐姐和她的丈夫在聽眾中。謝謝大家的光臨。我敢打賭,您從沒想過我會站在這裡。
我今天的講話是我在一系列中國演講中的第四組講話,我請國家安全顧問Robert O’Brien,聯邦調查局局長Chris Wray和司法部長Barr陪同我發言。
我們有一個非常明確的目標,一個實在的任務。這是在解釋美國與中國關係的不同方面,數十年來這種關係中出現的巨大失衡以及中國共產黨所計劃的霸權。
我們的目標是明確指出,特朗普總統的中國政策正在解決的對美國人的威脅是明顯的,並且我們正確立保障自由的戰略。Robert O’Brien談到了意識形態。聯邦調查局局長Wray談到了間諜活動。司法部長Barr談到了經濟學。現在,我今天的目標是將這一切匯總給美國人民,並詳細說明中國的威脅對我們的經濟,我們的自由,乃至全球自由民主國家的未來的衝擊。
自基辛格(Kissinger)博士秘密訪問中國以來,到明年已經過去了半個世紀,而尼克松總統訪華50週年也就在2022年。
那時世界大不一樣了。
我們以為與中國交往(engagement)將創造一個帶有友好合作前景的美好未來。
但是今天—今天我們仍然戴著口罩,看著疫性的死亡人數仍在增加,因為中共對世界的承諾沒有兌現。我們每天早上都在讀到鎮壓香港和新疆的新聞消息。
我們看到的中國貿易濫用行為的驚人數字使美國失去了工作,並給整個美國經濟帶來了沉重打擊,包括南加州。而且我們正在看著一支越來越強大,甚至更具威脅性的中國軍隊。
從加利福尼亞州到我的家鄉堪薩斯州以及其他地區,我都有著與美國人心中的疑問:從與中國交往至今,美國人民這50年見到了什麼?
領袖們曾說過的中國邁向自由與民主發展的理論是否正確?
這是中國對 "雙贏" 局面的定義嗎?
實際上,從國務卿的角度來看,美國更安全嗎?我們是否有更大的可能為我們自己實現和平,並為我們之後的子孫後代享有和平?
看,我們必須承認一個硬道理。我們必須承認一個硬道理,它將指導我們在未來幾十年中發展,如果我們要擁有一個自由的21世紀,而不是習近平夢想的中國世紀,那麼與中國盲目交往的舊範式坦白說是沒有贏的機會。我們決不能在此繼續,也絕不能重返。
正如特朗普總統已明確指出的那樣,我們需要一項保護美國經濟乃至我們生活方式的戰略。自由世界必須戰勝這一新的暴政。 The free world must triumph over this new tyranny.
現在,在我似乎不太希望拆除尼克遜總統的遺產之前,我想明確地說,他做了當時他認為最適合美國人民的事情,而且他很可能是對的。
他是中國的傑出學生,冷酷的勇士和中國人民的偉大仰慕者,正如我們一樣。
他意識到中國太重要而不能忽視,即使國力由於自身的共產主義野蠻行為而被削弱。這值得尼克遜給予極大的讚譽。
1967年,尼克遜在一篇非常著名的外交事務文章中解釋了他的未來戰略。
他的話是這樣的:他說:“從長遠來看,我們根本無法永遠把中國留在國際大家庭之外……在中國改變之前,世界不會安全。因此,我們的目標是 —在可能的範圍內,我們必須作出影響,而我們的目標應該是促使改變。”
我認為這是整篇文章中的關鍵詞:“促使改變”。
因此,在歷史性的北京之行中,尼克遜總統開始了我們的交住戰略。他崇高地尋求一個更自由,更安全的世界,並希望中國共產黨能兌現這一承諾。
隨著時間的流逝,美國決策者越來越多地認為,隨著中國變得更加繁榮,它將會對外開放,它會在國內變得更加自由,而實際上在國外所面臨的威脅卻越來越小,它將變得更加友好。這一切似乎都是不可避免的。
但是那個必然的時代已經過去了。我們一直在進行的這種交往並沒有帶來尼克遜總統希望所引起的中國內部的變化。事實是,我們的政策以及其他自由國家的政策使中國經濟從衰落得以恢復,但北京反咬了養活它的國際力量。
我們曾向中國公民張開雙臂,只是看到中國共產黨利用我們的自由開放社會。中國派宣傳員參加了我們的新聞發布會,研究中心,高中,大學,甚至參加了家長教師會議。
我們將台灣的朋友邊緣化,後來台灣蓬勃發展為積極的民主國家。
我們給中國共產黨和政權本身以特殊的經濟待遇,只是看到中共堅持以對其人權侵犯保持沉默作為讓西方公司進入中國市場的代價。
前一天,Robert O’Brien大使舉了幾個例子:萬豪,美國航空,達美航空,聯合航空都從其公司網站上刪除了對台灣的提及,以免激怒北京。在荷里活,這裏的不遠處,距離美國創作自由的中心和自命為社會正義的仲裁者,他們的自我審查可說是對中國發展最不利的參考。
公司對CCP的默許也發生在世界各地。
這種企業忠誠度如何運作?奉承會得到獎勵嗎?讓我引述Barr總檢察長在講話。他在上週的一次演講中說:“中國統治者的最終野心不是與美國進行貿易。是要略奪美國。”
中國剝奪了我們寶貴的知識產權和商業機密,損失了在美國各地了數百萬個就業機會。它從美國吸走了供應鏈,然後添加了一個由奴隸制度製成的小工具。
它使世界上主要的水路對國際貿易而言變得不那麼安全。
尼克遜總統曾經說過,他擔心自己通過向中共開放世界而創造了一個“科學怪人”,這正是如此。
現在,有誠信的人可以辯論為什麼自由國家允許這些年來,這些不好的事情發生。也許我們對中國的惡毒的共產主義幼稚,或者在我們在冷戰勝利後變得自大,或者軟弱的資本主義者被北京所說的“和平崛起”所愚昧。
無論出於何種原因—無論出於何種原因,今天的中國在國內都越來越專制,並開始對其他地方的自由作出干預。
特朗普總統說:夠了。
我不認為兩派的人對我今天所說的事實提出異議。但是即使到現在,也有人堅持認為,為了對話而對話。
現在,要明確地說,我們將繼續討論。但是這些對話的意義是不同的。幾週前,我去了檀香山,與楊潔篪見面。
這是同樣的古老故事—說了很多話,但實際上沒有任何改變任何行為的提議。
楊的承諾,就像中共在他面前做出的許多承諾一樣,都是空洞的。我想,他的期望是我會屈服於他們的要求,因為坦率地說,這是許多前任政府所做的。我沒有,特朗普總統也不會。正如O’Brien很好地解釋的那樣,我們必須記住,中共政權是馬克思列寧主義政權。習近平堅信這已破產的極權主義思想。
正是這種意識形態,正是這種意識形態反映了他數十年來對全球共產主義中國霸權的渴望。美國再也不能忽視我們兩國之間的根本政治和意識形態差異,就像中共從來沒有忽視它們一樣。
以我在眾議院情報委員會,然後擔任中央情報局局長,以及擔任美國國務卿兩年多的經驗,使我對這種中央理解成為可能:
唯一的方式 — 真正改變共產主義中國的唯一方法,不是對中國領導人聽其言,而是觀其行。您會看到美國政策對此結論做出了回應。列根總統說,他是在“信任但要核實”的基礎上與蘇聯打交道的。關於中共,我說我們必須"不信任和核查"。 (掌聲)
我們,世界上熱愛自由的國家,必須像尼克遜總統所希望的那樣,促使中國發生變化。我們必須促使中國以更具創造性和果斷性的方式進行變革,因為北京的行動威脅著我們的人民和我們的繁榮。
我們必須首先改變我們的人民和我們的伙伴對中國共產黨的看法。我們必須說實話。我們不能像其他任何國家一樣,把這個假象視為正常國家。
我們知道,與中國進行貿易不像與一個正常的,遵守法律的國家進行貿易。北京威脅將國際協議視為—將協議視為建議,以作為主導全球的渠道。
但是,通過堅持公平條款,就像我們的貿易代表在獲得第一階段貿易協議時所做的那樣,我們可以迫使中國考慮其知識產權盜竊和損害美國工人的政策。
我們也知道,與擁有CCP支持的公司開展業務與與一家加拿大公司開展業務不同。他們不回答獨立委員會的問題,而且其中許多是由國家贊助的,因此無需追求利潤。
華為就是一個很好的例子。我們不再假裝華為是一家無辜的電信公司,它的出現是為了確保您可以和朋友聊天。我們稱其為真正的國家安全威脅,並為採取了相應的行動。
我們也知道,如果我們的公司在中國投資,他們可能會有意或無意地支持共產黨嚴重侵犯人權的行為。
因此,我們的美國財政部和商務部已批准並將那些危害和濫用世界人民最基本權利的中國領導人和實體列入黑名單。多個部門已就商業諮詢機構合作,以確保我們的CEO了解其供應鏈在中國境內的工作。
我們也知道,我們也知道並非所有的中國學生和僱員都只是來這裡賺錢和積累一些知識的普通學生和工人。他們太多人來這裡竊取我們的知識產權並將其帶回自己的國家。司法部和其他機構已對這些罪行進行了嚴厲的懲罰。
我們知道,解放軍也不是正規軍。其目的是維護中國共產黨精英的絕對統治,擴大中國帝國,而不是保護中國人民。
因此,美國國防部加大了工作力度,擴大了在東,南海以及台灣海峽以及整個海峽的航行操作自由。我們還建立了一支太空部隊,以幫助阻止中國對這一最後邊界的侵略。
同樣,坦率地說,我們在美國國務院制定了一套與中國打交道的新政策,推動特朗普總統實現公正與互惠的目標,以改寫幾十年來不斷加劇的失衡。
就在本週,我們宣布關閉在休斯敦的中國領事館,因為它是間諜和知識產權盜竊的樞紐。 (掌聲)
兩週前,我們在南中國海扭轉了過去八年忽略的國際法權益。
我們呼籲中國限制其核能力以適應當今時代的戰略現實。
國務院- 在世界各地,各個層面- 都與中國同行進行了交流,只是要求公平和互惠。
但是我們的方法不只是要變得強硬。那不可能達到我們想要的結果。我們還必須與中國人民互動並賦予他們權力,他們是一個充滿活力,熱愛自由的人民,他們與中國共產黨完全不同。首先是面對面的外交。 (掌聲)
無論我走到哪裡,我都遇到了有才華和勤奮的中國人。我遇過逃離新疆集中營的維吾爾族和哈薩克族。我曾與香港的民主領袖進行了交談,有陳日君樞機到黎智英。兩天前,我在倫敦會見了香港自由戰士羅冠聰。
上個月在我的辦公室裡,我聽到了天安門廣場倖存者的故事。其中之一今天在這裡。王丹是一名關鍵學生,他從未停止為中國人民爭取自由。王先生,請您站起來,以便我們見到您嗎? (掌聲)
今天與我們同在的還有中國民主運動之父魏京生。他在中國的勞改營度過了幾十年的時間。魏先生,你能站起來嗎? (掌聲)
我成長及服役於冷戰時期。如果我學到一件事,共產黨人幾乎總是撒謊。他們告訴我們的最大謊言是,他們認為自己能代表14億被監視,壓迫和害怕說出來的人。
恰恰相反。中共比任何敵人都更擔心中國人民的誠實觀點,失去對權力的控制。
試想一下,如果我們能夠從武漢的醫生那裡聽到他們的來信,並且允許他們對新疫病的爆發發出警報,那麼世界會變得更好—更不用說中國內部的人了。
幾十年來,我們的領袖一直無視,淡化勇敢的中國異見者的話,他們警告過我們所面對之政權。
我們不能再忽略它了。他們與任何人一樣知道我們永遠無法回到現狀。
但是改變中共的舉動並不單單是中國人民的使命。自由國家必須努力捍衛自由。這不是簡單的事情。
但是我有信心我們可以做到。我有信心,因為我們以前做過。我們知道這是怎麼回事。我有信心,因為中共正在重複蘇聯犯下的一些同樣的錯誤-疏遠潛在的盟友,破壞國內外的信任,拒絕財產權和法治。
我有信心。我之所以有信心,是因為我看到其他國家之間的覺醒,他們知道我們無法回到過去,美國亦如是。我從布魯塞爾,悉尼到河內都聽說過。
最重要的是,我相信我們可以捍衛自由,因為自由本身是漂亮的。
看看香港人因中共加強對這個驕傲城市的控制,要移居海外。他們揮舞著美國國旗。
是的,確實有差異。與蘇聯不同,中國已深入融入全球經濟。但是,北京對我們依賴,甚於我們依賴他們。 (掌聲)
瞧,我拒絕相信我們生活在一個不可避免中國的時代,某些陷阱(按:修昔底德陷阱)是預設的,中共至上是未來。我們的方法不是注定失敗的,因為美國正在衰落。正如我在今年早些時候在慕尼黑說的那樣,自由世界仍在勝利的一方。我們只需要相信它,就明白它並為此感到自豪。來自世界各地的人們仍然希望加入開放社會。他們來到這裡學習,來到這里工作,來到這里為家人謀生。他們並不想留在中國。
是時候了。今天很高興來到這裡。這是完美的時機。現在是自由國家採取行動的時候了。並非每個國家都將以同樣的方式對待中國,也不應該。每個國家都必須對如何保護自己的主權,如何保護自己的經濟繁榮以及如何保護自己的理想不受中國共產黨的觸碰而有所了解。
但是我呼籲每個國家的每一個領導人—如美國所先行的—簡單地堅持互惠,堅持中國共產黨的透明度和問責制。
這些簡單而強大的標準將取得很大的成就。太長時間了,我們讓中共制定交往條款,但不再這樣做。自由國家必須定下基調。
我們必須遵循相同的原則。我們必須在沙子上劃出共同的界線,而這不能被中共的討價還價或他們的野蠻沖走。確實,這就是美國最近所做的事情,因為我們一勞永逸地拒絕了中國在南中國海的非法主張,因為我們已敦促各國成為廉潔國家,以免其公民的私人信息落在手裡中國共產黨。我們通過制定標準來做到這一點。
現在,這確實很困難。對於一些小國家來說很難。他們害怕被人欺負。因此,其中一些人根本沒有能力,沒有勇氣暫時與我們站在一起。的確,我們與北約的盟友並未以其對香港的立場站起來,因為他們擔心北京會限制中國市場的准入。這種膽怯會導致歷史性的失敗,我們無法重複。
我們不能重複過去幾年的錯誤。中國面臨的挑戰要求民主國家發揮作用和精力,民主國家包括歐洲,非洲,南美,尤其是印度太平洋地區。
而且,如果我們現在不採取行動,那麼中共最終將侵蝕我們的自由,並顛覆我們的社會努力建立的基於法規的秩序。如果我們現在屈膝,我們孩子的孩子可能會受到中國共產黨的擺佈,中國共產黨的行動是當今自由世界中的主要挑戰。
習近平總書記註定不會永遠在中國內外施暴,除非我們允許
現在,這與圍堵無關。不要相信這策略。這是我們從未遇到過的複雜的新挑戰。蘇聯與自由世界隔絕了。共產主義中國已經在我們的邊界之內。
因此,我們不能獨自面對這一挑戰。聯合國,北約,七國集團國家,二十國集團,我們的經濟,外交和軍事力量合力,如果我們清楚明確地並勇往直前,無疑足以應付這一挑戰。
也許是時候讓志趣相投的國家組成一個新的團體,一個新的民主國家聯盟了。
我們有工具。我知道我們可以做到。現在我們需要意志。引用聖經經文,我問“要警醒禱告,免得陷入試探。你們心靈雖然願意,肉體卻是軟弱的。”
如果自由世界沒有改變 —沒有改變,共產主義中國一定會改變我們。無法因為舒適或便利而返回到過去的做法。
確保我們脫離中國共產黨的自由是我們這個時代的使命,而美國完全有能力領導它,
因為我們的建國原則為我們提供了這一機會。正如我上週在費城站立時所看到的那樣,注視著獨立廳,我們的國家建立在所有人類都擁有不可剝奪的某些權利的前提下。
確保這些權利是我們政府的工作。這是一個簡單而有力的真理。它使我們成為全世界人民的自由燈塔,包括中國境內的人。
確實,尼克遜在1967年寫道“除非中國改變,否則世界是不安全的”是正確的。現在我們該聽他的話了。
今天的危機已經明確了。
今天,覺醒正在發生。
今天,自由世界必須作出回應。
我們永遠無法回到過去。
願上帝保佑你們每個人。
願上帝保佑中國人民。'
願上帝保佑美利堅合眾國人民。
謝謝你們。(掌聲)
Thank you. Thank you all. Thank you, Governor, for that very, very generous introduction. It is true: When you walk in that gym and you say the name “Pompeo,” there is a whisper. I had a brother, Mark, who was really good – a really good basketball player.
And how about another round of applause for the Blue Eagles Honor Guard and Senior Airman Kayla Highsmith, and her wonderful rendition of the national anthem? (Applause.)
Thank you, too, to Pastor Laurie for that moving prayer, and I want to thank Hugh Hewitt and the Nixon Foundation for your invitation to speak at this important American institution. It was great to be sung to by an Air Force person, introduced by a Marine, and they let the Army guy in in front of the Navy guy’s house. (Laughter.) It’s all good.
It’s an honor to be here in Yorba Linda, where Nixon’s father built the house in which he was born and raised.
To all the Nixon Center board and staff who made today possible – it’s difficult in these times – thanks for making this day possible for me and for my team.
We are blessed to have some incredibly special people in the audience, including Chris, who I’ve gotten to know – Chris Nixon. I also want to thank Tricia Nixon and Julie Nixon Eisenhower for their support of this visit as well.
I want to recognize several courageous Chinese dissidents who have joined us here today and made a long trip.
And to all the other distinguished guests – (applause) – to all the other distinguished guests, thank you for being here. For those of you who got under the tent, you must have paid extra.
And those of you watching live, thank you for tuning in.
And finally, as the governor mentioned, I was born here in Santa Ana, not very far from here. I’ve got my sister and her husband in the audience today. Thank you all for coming out. I bet you never thought that I’d be standing up here.
My remarks today are the fourth set of remarks in a series of China speeches that I asked National Security Advisor Robert O’Brien, FBI Director Chris Wray, and the Attorney General Barr to deliver alongside me.
We had a very clear purpose, a real mission. It was to explain the different facets of America’s relationship with China, the massive imbalances in that relationship that have built up over decades, and the Chinese Communist Party’s designs for hegemony.
Our goal was to make clear that the threats to Americans that President Trump’s China policy aims to address are clear and our strategy for securing those freedoms established.
Ambassador O’Brien spoke about ideology. FBI Director Wray talked about espionage. Attorney General Barr spoke about economics. And now my goal today is to put it all together for the American people and detail what the China threat means for our economy, for our liberty, and indeed for the future of free democracies around the world.
Next year marks half a century since Dr. Kissinger’s secret mission to China, and the 50th anniversary of President Nixon’s trip isn’t too far away in 2022.
The world was much different then.
We imagined engagement with China would produce a future with bright promise of comity and cooperation.
But today – today we’re all still wearing masks and watching the pandemic’s body count rise because the CCP failed in its promises to the world. We’re reading every morning new headlines of repression in Hong Kong and in Xinjiang.
We’re seeing staggering statistics of Chinese trade abuses that cost American jobs and strike enormous blows to the economies all across America, including here in southern California. And we’re watching a Chinese military that grows stronger and stronger, and indeed more menacing.
I’ll echo the questions ringing in the hearts and minds of Americans from here in California to my home state of Kansas and beyond:
What do the American people have to show now 50 years on from engagement with China?
Did the theories of our leaders that proposed a Chinese evolution towards freedom and democracy prove to be true?
Is this China’s definition of a win-win situation?
And indeed, centrally, from the Secretary of State’s perspective, is America safer? Do we have a greater likelihood of peace for ourselves and peace for the generations which will follow us?
Look, we have to admit a hard truth. We must admit a hard truth that should guide us in the years and decades to come, that if we want to have a free 21st century, and not the Chinese century of which Xi Jinping dreams, the old paradigm of blind engagement with China simply won’t get it done. We must not continue it and we must not return to it.
As President Trump has made very clear, we need a strategy that protects the American economy, and indeed our way of life. The free world must triumph over this new tyranny.
Now, before I seem too eager to tear down President Nixon’s legacy, I want to be clear that he did what he believed was best for the American people at the time, and he may well have been right.
He was a brilliant student of China, a fierce cold warrior, and a tremendous admirer of the Chinese people, just as I think we all are.
He deserves enormous credit for realizing that China was too important to be ignored, even when the nation was weakened because of its own self-inflicted communist brutality.
In 1967, in a very famous Foreign Affairs article, Nixon explained his future strategy. Here’s what he said:
He said, “Taking the long view, we simply cannot afford to leave China forever outside of the family of nations…The world cannot be safe until China changes. Thus, our aim – to the extent we can, we must influence events. Our goal should be to induce change.”
And I think that’s the key phrase from the entire article: “to induce change.”
So, with that historic trip to Beijing, President Nixon kicked off our engagement strategy. He nobly sought a freer and safer world, and he hoped that the Chinese Communist Party would return that commitment.
As time went on, American policymakers increasingly presumed that as China became more prosperous, it would open up, it would become freer at home, and indeed present less of a threat abroad, it’d be friendlier. It all seemed, I am sure, so inevitable.
But that age of inevitability is over. The kind of engagement we have been pursuing has not brought the kind of change inside of China that President Nixon had hoped to induce.
The truth is that our policies – and those of other free nations – resurrected China’s failing economy, only to see Beijing bite the international hands that were feeding it.
We opened our arms to Chinese citizens, only to see the Chinese Communist Party exploit our free and open society. China sent propagandists into our press conferences, our research centers, our high-schools, our colleges, and even into our PTA meetings.
We marginalized our friends in Taiwan, which later blossomed into a vigorous democracy.
We gave the Chinese Communist Party and the regime itself special economic treatment, only to see the CCP insist on silence over its human rights abuses as the price of admission for Western companies entering China.
Ambassador O’Brien ticked off a few examples just the other day: Marriott, American Airlines, Delta, United all removed references to Taiwan from their corporate websites, so as not to anger Beijing.
In Hollywood, not too far from here – the epicenter of American creative freedom, and self-appointed arbiters of social justice – self-censors even the most mildly unfavorable reference to China.
This corporate acquiescence to the CCP happens all over the world, too.
And how has this corporate fealty worked? Is its flattery rewarded? I’ll give you a quote from the speech that General Barr gave, Attorney General Barr. In a speech last week, he said that “The ultimate ambition of China’s rulers isn’t to trade with the United States. It is to raid the United States.”
China ripped off our prized intellectual property and trade secrets, causing millions of jobs[1] all across America.
It sucked supply chains away from America, and then added a widget made of slave labor.
It made the world’s key waterways less safe for international commerce.
President Nixon once said he feared he had created a “Frankenstein” by opening the world to the CCP, and here we are.
Now, people of good faith can debate why free nations allowed these bad things to happen for all these years. Perhaps we were naive about China’s virulent strain of communism, or triumphalist after our victory in the Cold War, or cravenly capitalist, or hoodwinked by Beijing’s talk of a “peaceful rise.”
Whatever the reason – whatever the reason, today China is increasingly authoritarian at home, and more aggressive in its hostility to freedom everywhere else.
And President Trump has said: enough.
I don’t think many people on either side of the aisle dispute the facts that I have laid out today. But even now, some are insisting that we preserve the model of dialogue for dialogue’s sake.
Now, to be clear, we’ll keep on talking. But the conversations are different these days. I traveled to Honolulu now just a few weeks back to meet with Yang Jiechi.
It was the same old story – plenty of words, but literally no offer to change any of the behaviors.
Yang’s promises, like so many the CCP made before him, were empty. His expectations, I surmise, were that I’d cave to their demands, because frankly this is what too many prior administrations have done. I didn’t, and President Trump will not either.
As Ambassador O’Brien explained so well, we have to keep in mind that the CCP regime is a Marxist-Leninist regime. General Secretary Xi Jinping is a true believer in a bankrupt totalitarian ideology.
It’s this ideology, it’s this ideology that informs his decades-long desire for global hegemony of Chinese communism. America can no longer ignore the fundamental political and ideological differences between our countries, just as the CCP has never ignored them.
My experience in the House Intelligence Committee, and then as director of the Central Intelligence Agency, and my now two-plus years as America’s Secretary of State have led me to this central understanding:
That the only way – the only way to truly change communist China is to act not on the basis of what Chinese leaders say, but how they behave. And you can see American policy responding to this conclusion. President Reagan said that he dealt with the Soviet Union on the basis of “trust but verify.” When it comes to the CCP, I say we must distrust and verify. (Applause.)
We, the freedom-loving nations of the world, must induce China to change, just as President Nixon wanted. We must induce China to change in more creative and assertive ways, because Beijing’s actions threaten our people and our prosperity.
We must start by changing how our people and our partners perceive the Chinese Communist Party. We have to tell the truth. We can’t treat this incarnation of China as a normal country, just like any other.
We know that trading with China is not like trading with a normal, law-abiding nation. Beijing threatens international agreements as – treats international suggestions as – or agreements as suggestions, as conduits for global dominance.
But by insisting on fair terms, as our trade representative did when he secured our phase one trade deal, we can force China to reckon with its intellectual property theft and policies that harmed American workers.
We know too that doing business with a CCP-backed company is not the same as doing business with, say, a Canadian company. They don’t answer to independent boards, and many of them are state-sponsored and so have no need to pursue profits.
A good example is Huawei. We stopped pretending Huawei is an innocent telecommunications company that’s just showing up to make sure you can talk to your friends. We’ve called it what it is – a true national security threat – and we’ve taken action accordingly.
We know too that if our companies invest in China, they may wittingly or unwittingly support the Communist Party’s gross human rights violations.
Our Departments of Treasury and Commerce have thus sanctioned and blacklisted Chinese leaders and entities that are harming and abusing the most basic rights for people all across the world. Several agencies have worked together on a business advisory to make certain our CEOs are informed of how their supply chains are behaving inside of China.
We know too, we know too that not all Chinese students and employees are just normal students and workers that are coming here to make a little bit of money and to garner themselves some knowledge. Too many of them come here to steal our intellectual property and to take this back to their country.
The Department of Justice and other agencies have vigorously pursued punishment for these crimes.
We know that the People’s Liberation Army is not a normal army, too. Its purpose is to uphold the absolute rule of the Chinese Communist Party elites and expand a Chinese empire, not to protect the Chinese people.
And so our Department of Defense has ramped up its efforts, freedom of navigation operations out and throughout the East and South China Seas, and in the Taiwan Strait as well. And we’ve created a Space Force to help deter China from aggression on that final frontier.
And so too, frankly, we’ve built out a new set of policies at the State Department dealing with China, pushing President Trump’s goals for fairness and reciprocity, to rewrite the imbalances that have grown over decades.
Just this week, we announced the closure of the Chinese consulate in Houston because it was a hub of spying and intellectual property theft. (Applause.)
We reversed, two weeks ago, eight years of cheek-turning with respect to international law in the South China Sea.
We’ve called on China to conform its nuclear capabilities to the strategic realities of our time.
And the State Department – at every level, all across the world – has engaged with our Chinese counterparts simply to demand fairness and reciprocity.
But our approach can’t just be about getting tough. That’s unlikely to achieve the outcome that we desire. We must also engage and empower the Chinese people – a dynamic, freedom-loving people who are completely distinct from the Chinese Communist Party.
That begins with in-person diplomacy. (Applause.) I’ve met Chinese men and women of great talent and diligence wherever I go.
I’ve met with Uyghurs and ethnic Kazakhs who escaped Xinjiang’s concentration camps. I’ve talked with Hong Kong’s democracy leaders, from Cardinal Zen to Jimmy Lai. Two days ago in London, I met with Hong Kong freedom fighter Nathan Law.
And last month in my office, I heard the stories of Tiananmen Square survivors. One of them is here today.
Wang Dan was a key student who has never stopped fighting for freedom for the Chinese people. Mr. Wang, will you please stand so that we may recognize you? (Applause.)
Also with us today is the father of the Chinese democracy movement, Wei Jingsheng. He spent decades in Chinese labor camps for his advocacy. Mr. Wei, will you please stand? (Applause.)
I grew up and served my time in the Army during the Cold War. And if there is one thing I learned, communists almost always lie. The biggest lie that they tell is to think that they speak for 1.4 billion people who are surveilled, oppressed, and scared to speak out.
Quite the contrary. The CCP fears the Chinese people’s honest opinions more than any foe, and save for losing their own grip on power, they have reason – no reason to.
Just think how much better off the world would be – not to mention the people inside of China – if we had been able to hear from the doctors in Wuhan and they’d been allowed to raise the alarm about the outbreak of a new and novel virus.
For too many decades, our leaders have ignored, downplayed the words of brave Chinese dissidents who warned us about the nature of the regime we’re facing.
And we can’t ignore it any longer. They know as well as anyone that we can never go back to the status quo.
But changing the CCP’s behavior cannot be the mission of the Chinese people alone. Free nations have to work to defend freedom. It’s the furthest thing from easy.
But I have faith we can do it. I have faith because we’ve done it before. We know how this goes.
I have faith because the CCP is repeating some of the same mistakes that the Soviet Union made – alienating potential allies, breaking trust at home and abroad, rejecting property rights and predictable rule of law.
I have faith. I have faith because of the awakening I see among other nations that know we can’t go back to the past in the same way that we do here in America. I’ve heard this from Brussels, to Sydney, to Hanoi.
And most of all, I have faith we can defend freedom because of the sweet appeal of freedom itself.
Look at the Hong Kongers clamoring to emigrate abroad as the CCP tightens its grip on that proud city. They wave American flags.
It’s true, there are differences. Unlike the Soviet Union, China is deeply integrated into the global economy. But Beijing is more dependent on us than we are on them. (Applause.)
Look, I reject the notion that we’re living in an age of inevitability, that some trap is pre-ordained, that CCP supremacy is the future. Our approach isn’t destined to fail because America is in decline. As I said in Munich earlier this year, the free world is still winning. We just need to believe it and know it and be proud of it. People from all over the world still want to come to open societies. They come here to study, they come here to work, they come here to build a life for their families. They’re not desperate to settle in China.
It’s time. It’s great to be here today. The timing is perfect. It’s time for free nations to act. Not every nation will approach China in the same way, nor should they. Every nation will have to come to its own understanding of how to protect its own sovereignty, how to protect its own economic prosperity, and how to protect its ideals from the tentacles of the Chinese Communist Party.
But I call on every leader of every nation to start by doing what America has done – to simply insist on reciprocity, to insist on transparency and accountability from the Chinese Communist Party. It’s a cadre of rulers that are far from homogeneous.
And these simple and powerful standards will achieve a great deal. For too long we let the CCP set the terms of engagement, but no longer. Free nations must set the tone. We must operate on the same principles.
We have to draw common lines in the sand that cannot be washed away by the CCP’s bargains or their blandishments. Indeed, this is what the United States did recently when we rejected China’s unlawful claims in the South China Sea once and for all, as we have urged countries to become Clean Countries so that their citizens’ private information doesn’t end up in the hand of the Chinese Communist Party. We did it by setting standards.
Now, it’s true, it’s difficult. It’s difficult for some small countries. They fear being picked off. Some of them for that reason simply don’t have the ability, the courage to stand with us for the moment.
Indeed, we have a NATO ally of ours that hasn’t stood up in the way that it needs to with respect to Hong Kong because they fear Beijing will restrict access to China’s market. This is the kind of timidity that will lead to historic failure, and we can’t repeat it.
We cannot repeat the mistakes of these past years. The challenge of China demands exertion, energy from democracies – those in Europe, those in Africa, those in South America, and especially those in the Indo-Pacific region.
And if we don’t act now, ultimately the CCP will erode our freedoms and subvert the rules-based order that our societies have worked so hard to build. If we bend the knee now, our children’s children may be at the mercy of the Chinese Communist Party, whose actions are the primary challenge today in the free world.
General Secretary Xi is not destined to tyrannize inside and outside of China forever, unless we allow it.
Now, this isn’t about containment. Don’t buy that. It’s about a complex new challenge that we’ve never faced before. The USSR was closed off from the free world. Communist China is already within our borders.
So we can’t face this challenge alone. The United Nations, NATO, the G7 countries, the G20, our combined economic, diplomatic, and military power is surely enough to meet this challenge if we direct it clearly and with great courage.
Maybe it’s time for a new grouping of like-minded nations, a new alliance of democracies.
We have the tools. I know we can do it. Now we need the will. To quote scripture, I ask is “our spirit willing but our flesh weak?”
If the free world doesn’t change – doesn’t change, communist China will surely change us. There can’t be a return to the past practices because they’re comfortable or because they’re convenient.
Securing our freedoms from the Chinese Communist Party is the mission of our time, and America is perfectly positioned to lead it because our founding principles give us that opportunity.
As I explained in Philadelphia last week, standing, staring at Independence Hall, our nation was founded on the premise that all human beings possess certain rights that are unalienable.
And it’s our government’s job to secure those rights. It is a simple and powerful truth. It’s made us a beacon of freedom for people all around the world, including people inside of China.
Indeed, Richard Nixon was right when he wrote in 1967 that “the world cannot be safe until China changes.” Now it’s up to us to heed his words.
Today the danger is clear.
And today the awakening is happening.
Today the free world must respond.
We can never go back to the past.
May God bless each of you.
May God bless the Chinese people.
And may God bless the people of the United States of America.
Thank you all.
(Applause.)
small talk定義 在 Zoe Chan 陳雪兒 Facebook 的最佳貼文
{別讓世界定義你 其實人生不一定要有很遠大的目標}
今天與友人吃飯,大家談談理想,談談方向,談談生活。我說,像我這種人,如此平凡的一個人,有這麼多品牌找我合作,有不少讀者的支持,有很多愛我的人,我已經超越了自己曾擁有過的夢想。我的目標,從來不遠大。寧願覺得自己不配這福份,然後暗自陶醉在那幸運之中;好過誤以為世界都欠我一個公道。他回應我説:「怎麼行?你去大學講Talk,你不能告訴別人,你人生原來沒什麼目標。」
但真的,我從來沒有什麼野心。又或者,不是別人想像中那麼大吧。我去大學做講座也不會同年輕人説:Dream Big!我覺得沒有需要。每個人也有不同的生活方式,沒有説你很有理想很有野心,你才會成功呀。成功從來不應計Big或Small,而是你活着快不快樂,自覺有沒有意義。就好像創業追夢一樣,很多人問我,你支持年輕人追夢嗎?我説我支持年輕人追夢,也支持年輕人不追夢。這社會把追夢、成就,金錢都放得很大。你有夢可追,固然是好,但你無夢去追,踏實地活着,也是很值得叫人尊敬。別讓世界給你定義什麼是成功,卻要企劃自己的人生定義。
人生活得最好的境界是什麼?我個人見解是:你活得很好,但不需要告訴別人,你活得很好。目標理想不用很遠大,只要你感覺自己活得不錯,沒有辜負自己就好了。
新一年,坦白地說,我也沒什麼目標。可以像之前的二十九年活得一樣好,就是已經是超額達標。
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small talk定義 在 大人學 Youtube 的最佳貼文
#戀愛 是我們與內心小劇場的對戰,該不該主動、曖昧期多長、對方這樣的舉動究竟代表著什麼……我們總可以生出無數個煩惱的理由,殊不知多數都只是庸人自擾,關係中真正該注意的地方反而被忽略了。這集節目 #Joe 將與人氣部落客及作家——《#大魔王的戀愛人類學筆記》作者 #張玉琦,一同聊聊戀愛的話題,女生可以如何主動?「#主動」的定義又是什麼?我們又該如何處理自己的小劇場呢?
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small talk定義 在 大人學 Youtube 的最佳貼文
職涯問題一直是Joe和Bryan很常被諮詢的議題。在這集節目中,#Joe 將跟大家探討到底所謂職涯的上、下半場他是怎麼定義的。此外,當我們處在人生的上半場和下半場時,又可以分別採取哪些行動,來增加我們「 #選擇的廣度」?同時也將分享,為什麼原來大家以為的安逸平穩,其實才是一個高風險的選擇?
說起來,你現在是處在職涯的上半場,還是下半場呢?
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small talk定義 在 大人學 Youtube 的最佳貼文
前陣子「月薪3萬與月薪25萬的煩惱」的話題,在社群上引發網友們對 #金錢觀 的論戰,其實錢要怎麼花,每個人都有不同的看法。我們從小被教育「錢要花在刀口上」,但「刀口」究竟該怎麼定義呢?這集 #Bryan 將和大家聊聊,他認為的「刀口」是什麼?哪些事情是消費前應該考量的?把錢用在哪裡,才能替自己創造最大的價值。
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