#到底我地係咪行緊雨傘條舊路【#AntiELAB Movement vs #UmbrellaMovement: are #HKers walking on the old path?】
5/ Global reach for visiting Taiwan. Heiko Maas criticized with an open letter.t 11 pm on 30 June 2020:
1/ HK's protests have indeed reduced due to the COVID19 and the National Security Law. Hong Kong Government mass arrests protestors, and crackdown on the education, mass media, medical and judicial industries. But, NO, we're not walking the old path of division between different sides in the pro-democracy bloc. In fact, we're winning. Here's why:
2/ In 2014,
- 70% of polls call for the occupation to stop
- Division within Pro-democracy bloc
- Average results in the District Council Election
- Pro-Beijing bloc gained 57% seats in Legislative Council
- CCP's economic diplomacy is doing well
- Few countries support HK
3/ From 2019 till now,
- Pro-democracy bloc swept 85% of the seats in the District Council Election
- it's likely for the pro-democracy bloc to gain more than half of the seats in the Legislative Council Election, which forced the #CCP to cancel the election
Polls did by 香港民意研究計劃 HKPOP request by Reuters showed that
- 70% support an independent investigation committee
- 63% support universal suffrage of the Legislative Council and Chief Executive
- 58% support Carrie Lam to step down
- 56% oppose the riot characterization of the antiELAB Movement
- 49% support the release of the arrested people
- 60% oppose the NationalSecurityLaw
- 31% support the NationalSecurityLaw
- 57% vote for pro-democracy candidates
- 25% vote for pro-government candidates
4/ Normally, public opinion of social movements will reverse after a while, like the #UmbrellaMovement, #BlackLivesMatter and the #YellowVests. But after a year, the majority of public opinion is still on the protestors' side ...
5/ Global reac for visiting Taiwan. Heiko Maas criticized with an open letter.t 11 pm on 30 June 2020:
- Jul 1: over 100k people took to the streets
- Jul 11-12: over 610k people vote in the democratic preliminary election
- Aug 12: 530k copies of 香港蘋果日報 Apple Daily were sold & 282 tocks are sold after Jimmy Lai was arrested
- Aug 27: all HKers dressed in black to say no to the Police rewriting what happened on 21 Jul 2019
- Aug 31: hundreds mourned for the #831PrinceEdwardAttack
6/ Gobal reactions
🇺🇸: Sanctioning HK and CCP officials and change "made in HK" to "made in China"
🇬🇧: Banned the buying of Huawei and offering HKers "lifeboats"
🇦🇺: US-Japan South China Sea military exercise took place in Australia. CCP intimidated journalists in Beijing
🇪🇺: Stop exporting sensitive tech and treat HK the same way as China
🇩🇪: Wang Yi intimidated Czech Senate speaker
Miloš Vystrčil for visiting Taiwan. Heiko Maas criticized with an open letter.
🇫🇷: Forced telcos to ditch @Huawei and announced of won't treat China naively
🇨🇦: Showed no sign of thawing with China. Hostage diplomacy continues to deadlock.
🇯🇵: partnered closely with the Five Eyes and acted tougher after 周庭 Agnes Chow Ting was arrested
🇮🇳: border clashes continued and ditched Chinese mobile apps like WeChat, Alipay and Tik Tok.
🇹🇼: international reputation continued to rise after having the least COVID19 confirmed cases in the world with its anti-pandemic policy
🇭🇰: US, UK, Canada, Australia, New Zealand, France and Germany ended extradition agreements
7/ #HongKongers have achieved remarkable results fighting against the second-largest, evilest country in the world in just one year. The idea of phoenixism is that we know the chance of winning is low, so we try to increase the costs beard by the #CCP to achieve what we demand.
8/ Everyday we are guided by our thirst for freedom and a sense of duty to bring democracy to our children and grandchildren. So long as we follow that path, we will always be on the right side of history. The island of HK may be small the resolve of its people is anything but.
中文:https://www.facebook.com/200976479994868/posts/3332039616888523/
原文:https://twitter.com/samuelharrendel/status/1306608431139155969
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💪支持我向世界展現香港人頑強抵抗的意志:https://bit.ly/joshuawonghk
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╞#存亡號召 #絕處逢生
╞🌐https://twitter.com/joshuawongcf
╞📷https://www.instagram.com/joshua1013
╞📧joshua@joshuawongcf.com
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low tech中文 在 君子馬蘭頭 - Ivan Li 李聲揚 Facebook 的最佳貼文
[是日發財大計]加個液精體顯示,成件事就high tech晒,賣貴幾十倍!
TLDR:「數碼」驗孕棒,賣貴幾十倍,其實就係用返low tech驗孕紙,不過加個display話你知有冇中獎。真係冇誠意,至少都識發聲先係嘛。或者會識去通知經手人。
BBC 原文:The surprising secret hidden in a pregnancy test(https://bityl.co/3Tkx)。係喎,BBC我都睇的。除咗要睇得多,仲要睇得快。但睇得多自然睇得快。
1. 人生除咗金融,仲有好多嘢好有意義好過癮嘅。例如繁殖下一代(特別係個過程)。唔過癮就唔會有你同我啦,對不?
2. 周末輕鬆啲,睇呢啲。不過驗孕呢啲嘢,搞錯咗就可大可小,都係小心啲好。
3. 埃汾就肯定唔係專家,照計女讀者一定清楚過我。男讀者嘛?我估十居其九都唔識,除非係醫生,或者播落好多種。
4. 驗孕棒,或紙,我就真係唔熟。唯一見過就係睇戲,或者睇漫畫(有集金田一用呢個做主題!)。咩一條線定兩條線之類,唔識。有錯請諒
5. 但,話說家陣外國(唔知香港興唔興?)有「數碼驗孕棒」?咩東西?幸好唔係「智能驗孕棒」或者「大數據驗孕棒」(開個Excel儲起佢),「雲端驗孕棒」(放上Dropbox通知經手人)甚至「區塊鏈驗孕棒」(屙咗落去冇得改掛)。
6. 「數碼驗孕棒」是甚麼東西?就係圖中呢支嘢。價值7蚊美金,兩支。一支25蚊港紙左右,當然係不能循環使用啦(唔得架?)。有啲貴啲嘅牌子,賣到成舊水港紙一支。而聽聞傳統嘅非數碼low tech驗孕紙,應該兩蚊港紙搞掂。
7. 咁但,當然有人玩開箱文,仲係男人(!)(其實冇講明係男人,但我估係)。但佢冇屙落去(佢話),只係淋水,同埋拆開嚟睇下!(成個開箱文詳情可睇https://bityl.co/3Tlg)
8. 拆開,發現係乜?哈哈,基本上就係low tech驗孕紙!再加堆LED(發光二極管,簡單嘢,你見啲指示燈嘅紅色就係,用嚟照明都得)同Photodetector(光敏電阻之類?)。用嚟做乜?就用嚟讀下張low tech驗孕紙係一條線定兩條線。應該係如果有條線就會阻咗光,之類。
9. 然後?再加個LCD(液晶體顯示器,可惜唔係精液體顯示器),顯示畀你睇,有咗,定冇(英文啦,不過照計中文都唔難)。
10. 係咪十分低能呢!
11. 聽聞入面仲有粒IC(集成電路,亦即係晶片,芯片),Holtek HT48C06(唔知係乜),8-bit microcontroller. 64 bytes of RAM(唔識,照抄),唔係流嘢嚟架!勁過元祖IBM PC,不過你就在上面屙篤尿然後掉走,so sad.但反正,求其一部早期嘅智能電話(埃瘋科或快乎之類),運算功能都係當年NASA阿波羅11號登月部電腦幾千倍了。而你拎嚟玩Candy Crush或者當鬧鐘
12. 但,完全唔知塊晶片係用嚟做乜的。咁當然,仲要有電池啦,唔係水力發電。
13. 結論?咪就係why bother,扮high tech,根本個核心技術(!)就係同個幾兩蚊low tech驗孕紙一樣。買一支high tech嘢,夠你用low tech驗孕紙驗幾十次,仲唔使生產咁多電子垃圾。
14. 埃汾感想?呢個年代,咁呃人唔得嘅,硬件實畀人拆開。即係你話銀行搵條友縮在櫃員機入面都仲得啫,因為人地冇得拎你部機返屋企拆。但賣畀零售客嘅,實畀人拆開睇。其實以前都會,但以前資訊唔流通咁解。即係你咩智能咖啡機都係,如果係縮條女在入面(鄭融?)沖嘅,你Demo都仲呃到人,但賣出街實死啦
15. 所以,雖則我唔識,但呃人都係整software好啲。啲乜鬼大數據機器學習AI,你唔公開個梳屎code,應該可以呃一段時間掛?冇咁快reverse engineer 到?
16. 不過,都係有啲人仲係覺得「數碼嘢」令佢安心啲。話傳統驗孕紙條線,唔同人可能睇到唔同結果喎(埃汾按:舍利子咩)。有啲人可能見到條線,有人話唔係,咁喎。有個LCD Display安心啲,pregnant or not pregnant,如是我聞。畀多一百幾十買個安心都好喎。再一次見到,tech人嘅諗法,同真正用家又未必一樣
16.5 但開箱男反駁,我都同意。其實只係個精液體顯示,畀啲假嘅安全感你。你肉眼會睇錯,唔通入面堆cheap雞 photo senor 就唔會錯咩!好平架咋
17. 同場加映,其實數碼驗孕棒,入面仲有粒藥丸狀嘅東西—有人以為係事後丸!(https://bityl.co/3To7).大佬,防潮珠嚟的……唔食得的說(*).防止個電路板受潮生鏽的
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[收費短片第九擊]美股科技股是否泡沫爆破?價值投資之選
課程資訊:https://homebloggerhk.com/course_detail/?code=CC009
內容:
*美股急跌點算好
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*有乜價值投資之選?
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[Michael Sandel很忙]TL:DR – 疫苗公司話:成本價?食慒你。股東要賺錢的。股價當然即升。兩日升5倍咁咯。
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1. 呢間公司CureVac (CVAC),聽聞就快搞得掂疫苗。但已經講到明,免費?痴線啦,開善堂咩。成本價?一樣睬你有味。唔使賺乎?講明,不能成本價賣出去。咱們上市公司,上市公司最大目的是甚麼?賺錢?(*)錯!係shareholder wealth maximization。
2. 新聞一出?股價即時升。一升就40%。唔止,上星期五已經升咗250%。上星期五16美金,昨晚(星期一)見過85蚊。股價歷史?冇喎,就係得呢兩日,新股嚟的。睇漏咗。
3. 呢隻嘢堅。我都睇漏咗,開頭仲想講香港傳媒冇乜報,只見台灣。後來發現明明信報就有,但我miss咗。鬼咩,一日睇咁多嘢。昨晚(星期日)我一晚清晒過去一個星期嘅Bloomberg Newsletter,唔係好多啫,好似兩百幾三個email,俄羅斯方塊咁,一路積住越嚟越高。好彩我昨晚再返返去Inbox Zero嘅目標
4. 其實啲人講咩「成本價」,我有時都好R頭。亦都令啲記者有時對住我扯火。因為我真係問佢,「咩係成本價」?如果你係Trading 之類,都好似仲易啲,我上網訂件波衫四百蚊,你唔識上網我五舊水賣畀你,大約咁玩。可以計埋我啲郵費車錢之類。
5. 但真實企業邊有咁簡單?你一杯星巴克「成本」幾錢?我都唔知。只計啲咖啡粉?咁租呢人工呢?果啲都係value add,否則你自己買包粉返屋企沖啦—你去茶餐廳飲好立克都係開粉之嘛,睇下收你幾錢?但基本常識都知,租呀人工呀呢啲,好大程度上fixed(with respect to 量)。起碼一定範圍內係。你一日賣得一杯咖啡,都係交咁多租架啦(如果冇分成),你賣得一杯,都要出咁多糧架啦。咁明顯地你呢啲average cost 係隨住個量會跌落去嘛。
6. 所以啲人問「成本價」,而我不知道咩係「成本」。你用易乾講,咪可能講所有成本都係機會成本,highest value 科乾。咁我寫呢篇文嘅成本價幾多?我都唔知。我拎去幫人補數學好,定寫篇Patreon好?而更重要係,啲成本同你個售價無關嘛。我寫到嘔血,你都絶對可以一個仙都唔畀,甚至要我貼錢你先肯睇。你付出幾多同個市場肯畀幾多,可以冇乜關係。全部都基本經濟嘢。
7. 咁疫苗我唔識啦,但好似都係啲化學嘢,蛋白質,加啲咩DNA—可以有幾貴?咁但,當然啦,研發成本喎。而我又唔知啲「研發成本」可以點attribute 落去。我研發失敗嗰啲又點計?冇失敗又點有成功?仲有坐冷氣房班肥佬,啲人工往往一個頂十幾廿個研發人員,但又計唔計成本?(一般計gross profit就唔計嘅)
8. 所以其實公司話計要拎返個「ethical margin」,我都唔係好知幾多先叫ethical。不過主要都係即使我們錯,不比他們多。醒目嘅,咪拎啲同業出嚟鞭屍。拿,隔離檔嘢,賣偉哥之嘛,都咁高利錢呀。喂,扯唔起之嘛,死得人咩?叫啲肥佬食清啲啦。我地賣嘢救世人喎,唔係更有貢獻?掂晒。
9. 如果要justify自己嘅margin高過人?仲簡單。唏,你唔好睇我地margin高人地成倍。人地大藥廠幾百億喎,我地幾億真係勉強夠交租架咋。仲有,成咗一隻唔知幾時先有下隻嘛,係咪咁講?
10. 藥廠之類啦喎,其實未有呢啲疫情已經極其惹火,拗足幾十年。一方面會講藥廠唔應該謀暴利應該有社會責任之類。另一方面又話你知沒有錢研乜鬼發?有錢先有人做呢啲嘢。藥廠冒幾大風險呀搞幾多年先中一隻藥呀啲PhD幾貴呀如果一出嚟又畀人抄咁阿水仲同你去做研發咩齊齊搽精油攬炒周兆祥算啦。最後都係中間落墨,你見到藥廠依好然賺錢,但又唔係去到科技股果種呼風喚雨了。
11. 講到尾(拿,右翼呀),個世界話你知,多數都係錢能通神。你總唔見啲NGO研發到呢啲東西,十居其九都係商業機構,incentive唔同。你總唔見有班人唔順超我要改變呢個生態我自己搞間藥廠唔賺錢唔拎專利 — 因為你根本請唔到人。請到人研發到都冇人幫你賣。講真的,你大可以政府牽頭國營研發,但你見多數都唔多成功。人性如此。我拎你公務員人工,咪交公務員嘅貨。Elon Musk, Jeff Bezos, Steve Jobs全部都係變態老細迫到啲下屬發癲。但點解人地肯同佢癲?
12. 隨住肺炎疫苗好似真係有希望短期面世(*),呢啲爭議只會越嚟越多。畢竟邊個發明到而又批到,就真係好過印銀紙。反正而家印銀紙都唔係好值錢(?),因為銀紙都唔係好值錢。
13. 但,發明到又過到各種測試後,又應該點?你諗下口罩最初都搶到癲,但口罩明明係low tech嘢(相對啦,唔好叫我自己整個),因為供應咁樣搶上去,你啲產能都要一排先跟得上。順帶一提,人人得以誅之嘅「坐地起價」,其實又一次見到係提供咗誘因畀啲生產商去開機。如果係疫情前嗰啲價錢先冇咁多人睬你,唔係加咗價,邊有咁快人人有口罩?嗰時唔敢講,而家就可以講。
14. 而疫苗?係咪可以快速量產架呢?似乎都應該係。不過,畀咩人先?自己國家優先?定價高者得?定抽獎?畀唔畀轉售?可以嘅,咁肯定好多窮人,或者啲疫苗撚(**),實會轉賣畀人,反正自己都用唔著或者想執返一千幾百多啲。唔可以嘅,你點防止?實名制?定好似美砂酮咁要望住你打?咁你最多只係防止到埃汾賣畀第二個,但你防止唔到窮國賣去富國
15. 呢啲咁深嘅問題,就真係叫Michael Sandel講兩句了。其實眾多眾多嘅機制,都係資源分配。買口罩係,買疫苗係,入大學都係。你可以用市場機制機高者得,可以混合少少(例如有補貼,或者限買幾多),又可以純抽獎,或者只畀青年人(因為預期壽命更正),或者只畀老嘢(因為佢地更需要),甚至逆向地只畀窮人都得。冇話邊個選擇一定啱,睇你背後嘅價值觀係乜—不幸地現實就九成九都係本人優先,屁股指揮腦袋。「你畀埃汾去定規則就梗係鬥快打倉頡」。
16. 最後要講,德國公司,但美國上市呀。你懂的。其實之前好多篇文都講過,嚟緊都會講。歐洲大陸有極之源遠流長嘅反金融肥貓傳統—所以啲人才係去晒外國的。所以點解歐洲一路都冇啲好嘅科技,唔係冇人,而係冇發達嘅,搞嚟把托?你睇添曲,完全江山人地打落,做個普通CEO 食下老本(講就易),都係咁意10億美金身家啦。(後來見到好似歐洲都有上市,但你懂的)
17. 香港其實都差不多,覺得金融撚冇貢獻,不事生產。我造就你發達,咪就係貢獻。人地以為金融撚賣產品,錯了。咱們賣嘅係夢想,貪婪。呢啲需要同性愛一樣,遠古人類已經有,我唔覺得幾千年有變過,所以同娼妓一樣,金融業實在好難被淘汰。
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Ivan Patreon 狼耳街華人,一個星期至少三篇,一個月一舊水唔使,一星期已近400人訂,仲有兩篇免費試睇:https://bit.ly/31QmYj7
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(*)典型corp fin問題。上市公司唔係要profit maximization,否則你斬晒啲R&D嘅友咪得。而係要shareholder wealth maximization。所以蘋果唔使盈利新高,但年年回購股票,就幫到每股盈利,就幫到股價。呢個遊戲都未識嘅—你就真係要睇Ivan Patreon 學多啲嘢,講真的(https://bit.ly/31QmYj7)
(**)對,我同你都好似真係希望短期發達,我都幾乎入咗高盛,你都幾乎10年前買咗騰訊。
(***)中文真係博大精深,「疫苗撚」同「反疫苗撚」其實係指同一班人。因為重點唔係疫苗,係撚。
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內容:
*美元弱勢,港紙將更弱勢
*紙將將由7.75趺落7.85
*買黃金:美元受壓銀紙亂印
*買黃金的四個實戰方法
*另類疫情受惠股
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