關於 so far so long意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment　(此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間９點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)

🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition

https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook

🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.

"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."

全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.

We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.

And we're still standing, yeah, yeah, yeah.

Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.

There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.

When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.

You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.

I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.

So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .

I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.

Here's some that I have been telling people I like:

First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.

Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.

The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.

I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.

So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.

Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.

Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.

There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.

So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.

https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051

Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.

翻聽Bob Dylan的《Desolation Row》湧起一股莫名的觸動，感覺就像走過了一條漫長的荒涼之路。頭兩句不知怎的讓我想到最近的香港：

They’re selling postcards of the hanging
They’re painting the passports brown

他們販售吊刑的名信片
他們把護照髹成啡色

然後我便分外留神聽接下來發生甚麼事：

The beauty parlor is filled with sailors
The circus is in town
Here comes the blind commissioner
They’ve got him in a trance
One hand is tied to the tight-rope walker
The other is in his pants
And the riot squad they’re restless
They need somewhere to go
As Lady and I look out tonight
From Desolation Row

美髮店擠滿了水手
馬戲團就在城後
然後來了一個特首
他們將他發入吽竇
一隻手綁住走鋼線高手
另一隻插在褲袋裡頭
還有防暴警察全在煩躁無休
他們需要某個地方抖抖
像這位小姐和我遍夜尋求
由荒涼之路口

然後找到哪裡去？似乎是酒館。

Cinderella, she seems so easy
“It takes one to know one,” she smiles
And puts her hands in her back pockets
Bette Davis style
And in comes Romeo, he’s moaning
“You Belong to Me I Believe”
And someone says, “You’re in the wrong place my friend
You better leave”
And the only sound that’s left
After the ambulances go
Is Cinderella sweeping up
On Desolation Row

灰姑娘，她似乎幾開放
「講嗰個就係嗰個。」佢笑咗
然後將雙手插進後袋
貝蒂戴維斯的風格
然後來了個羅密歐，佢喺度呻吟
「你係屬於我㗎我相信！」
然後有人話：「你來錯地方喇朋友，
你最好離開。」
然後唯一留低的聲音
在救護車走了之後
是灰姑娘的掃地聲
在荒涼之道上

我很喜歡這一種講故事的歌，因為這才叫做「吟遊」。當現在的歌失去了這種吟遊性，就空餘下一堆感質。我們已經不再用灰姑娘來形容負責打掃地方的女人，我喜歡這樣的形容，但設定跟原著是反轉的：掃完地，一到十二點，她就準時穿回自己的玻璃鞋。

然後已經好夜好夜了：

Now the moon is almost hidden
The stars are beginning to hide
The fortune-telling lady
Has even taken all her things inside
All except for Cain and Abel
And the hunchback of Notre Dame
Everybody is making love
Or else expecting rain
And the Good Samaritan, he’s dressing
He’s getting ready for the show
He’s going to the carnival tonight
On Desolation Row

現在月亮就快都看不見
繁星也開始隱淡
占卜未來的女人
甚已將她的所有東西收起
所有除了該隱和亞伯
以及聖母院的鐘樓佗俠
人人都在做愛
或其餘的在等雨
然後有個好撒馬利亞人，他在換裝
他已經準備好出騷
今晚他將會前往嘉年華
在荒涼之道上

突然輪到《哈姆雷特》的女主角奧菲利亞登場：

Now Ophelia, she’s ’neath the window
For her I feel so afraid
On her twenty-second birthday
She already is an old maid
To her, death is quite romantic
She wears an iron vest
Her profession’s her religion
Her sin is her lifelessness
And though her eyes are fixed upon
Noah’s great rainbow
She spends her time peeking
Into Desolation Row

現在奧菲利亞，她就倚在窗旁
我真為她擔心
在她廿二歲生日時
她已經是一個老女僕
對她，死亡是幾浪漫
她穿了一件鐵的背心
信仰就是她的自白
白活就是她的罪名
雖然她已定睛望着上方
那道挪亞的偉大彩虹
但她仍是費上時間來偷望
那條荒涼之路

而你有沒有聽過愛恩斯坦拉小提琴？這一個卻不是那一個，因為他太潦倒了：

Einstein, disguised as Robin Hood
With his memories in a trunk
Passed this way an hour ago
With his friend, a jealous monk
He looked so immaculately frightful
As he bummed a cigarette
Then he went off sniffing drainpipes
And reciting the alphabet
Now you would not think to look at him
But he was famous long ago
For playing the electric violin
On Desolation Row

愛恩斯坦扮成羅賓漢
帶着他車尾廂的回憶
在一小時前才經過這裡
和他的朋友、來自善妒寺的僧侶
他看起來不染得可怕
尤其在他討煙的時候
接着他走去嗅着水喉
叨唸着字母
現在你不會想望到他
但好耐之前他都風光過
奏着電子提琴
在那荒涼之路

從荒涼到荒淫？

Dr. Filth, he keeps his world
Inside of a leather cup
But all his sexless patients
They’re trying to blow it up
Now his nurse, some local loser
She’s in charge of the cyanide hole
And she also keeps the cards that read
“Have Mercy on His Soul”
They all play on pennywhistles
You can hear them blow
If you lean your head out far enough
From Desolation Row

猥褻醫生，他將他的世界
藏在一隻皮杯裡
但他所有無性的病人
他們正嘗試吹起它
現在他的護士，某個本地的失敗者
她是山埃孔的話事人
而她亦藏了一張卡片寫着
「願主垂憐他的靈魂」
他們全都玩着尖哨
你可以聽到他們在吹
如果你把頭傾得夠遠
從荒涼之道

卡薩諾瓦是意大利聞名的詩人情聖，這一段特別令我着迷：

Across the street they’ve nailed the curtains
They’re getting ready for the feast
The Phantom of the Opera
A perfect image of a priest
They’re spoonfeeding Casanova
To get him to feel more assured
Then they’ll kill him with self-confidence
After poisoning him with words
And the Phantom’s shouting to skinny girls
“Get Outa Here If You Don’t Know
Casanova is just being punished for going
To Desolation Row”

對面街他們已釘上帷幕
他們已準備好一場盛宴
《歌聲魅影》
牧師的完美形象
他們用湯匙向卡薩諾瓦灌藥
讓他稍為有安全感
然後他們用自信來殺掉他
之前用文字毒害他
然後魅影向瘦削的女孩們喊道：
「如果你不知道就請你們離開
卡薩諾瓦已經受罪因他
前往荒涼之道。」

接下來這一段，我懷疑是在描寫納粹的集中營：

Now at midnight all the agents
And the superhuman crew
Come out and round up everyone
That knows more than they do
Then they bring them to the factory
Where the heart-attack machine
Is strapped across their shoulders
And then the kerosene
Is brought down from the castles
By insurance men who go
Check to see that nobody is escaping
To Desolation Row

現在午夜所有特工
和超人類團隊
出來圍住了所有人
因為知道了不該知道的
然後把他們帶到工廠
那裡有心臟病機器
綁在他們的肩膊上
然之後那煤油
從城堡裡帶下來
有人會以防萬一
檢查一下看看是否無人能逃
逃往荒涼之路

Bob Dylan這首歌可能戲仿了英國詩人ES艾略特的長詩《荒原》，這首詩的一大特色是沒有人能看懂一個字——每個字都懂，湊起來卻不成意思。之前跟大家介紹過的艾茲拉龐德，勉強把《荒原》翻改成可讀的版本，加了很多註腳，務求令世人讀得通它的真意。這個情節，Bob Dylan也收錄在《Desolation Row》第九節裡面：

Praise be to Nero’s Neptune
The Titanic sails at dawn
And everybody’s shouting
“Which Side Are You On?”
And Ezra Pound and T. S. Eliot
Fighting in the captain’s tower
While calypso singers laugh at them
And fishermen hold flowers
Between the windows of the sea
Where lovely mermaids flow
And nobody has to think too much
About Desolation Row

讚美歸於尼祿的海王星
鐵達尼啟程於黎明
而每個人都發出喊聲
「你到底站哪一邊？」
而艾茲拉龐和ES艾略
在船長的塔上決鬥
卡利索普歌手取笑他們
漁民手執鮮花
在大海的窗戶之間
那裡有可愛的美人魚流過
此際沒有人想太多
關於那荒涼之路

是的，Bob Dylan是在模仿ES艾略特式的混亂，而在最後一節揭曉了混亂的原因：

Yes, I received your letter yesterday
(About the time the doorknob broke)
When you asked how I was doing
Was that some kind of joke?
All these people that you mention
Yes, I know them, they’re quite lame
I had to rearrange their faces
And give them all another name
Right now I can’t read too good
Don’t send me no more letters, no
Not unless you mail them
From Desolation Row

係呀，我尋日收到你嘅信
（大概在門鎖壞了的時候）
你問我最近過成怎樣
是一個需要笑的笑話嗎？
全部這些你所提及的人
係呀，我知道佢哋，佢哋都幾無趣
我需要重新構建他們的臉容
給他們全都搞混了名字
此際我已經不太擅於閱讀
不要再寄更多的信給我了，不要
除非它們是你寄自
於荒涼之路

聽過這麼多段，就像走完了一段漫長的荒涼的路，有一種想哭的感覺。Bob Dylan的音樂經常都給予的這種荒涼感，只有經歷很多的人才會有這種感覺，寫得出這種詞，流下了這滴淚。

作者

台灣最大公約數 – 反共去統不反中
The True Common Denominator of Taiwan

我察覺到一個新的台灣共識（最大公約數）正在成形，而且已經接近完成。雖然許多人還沒意識到這點，也還有一些人尚處在無感、或雖然有感但心理上拒絕的階段。

I sensed a New Taiwan Consensus is forming and near completion, although many are still not fully aware of it, some at the psychological stage of ignoring it and some even in total denial .

這新共識可以用三個原素的一句話來總結：反共、去統、不反中國平民。三元素環環相扣，構成了一個具有主旋律的直白命題：那些已經把台灣視為自己家鄉的人，已經把台灣當成一個與他方無涉的主體。

This New Consensus can be summarized in one expression with three parallel elements: opposing communism, de-unification and neutralness toward Chinese civilians. These three elements constitute an organic whole with a common theme that simply says, people who took Taiwan as their home deemed themselves as one distinct entity .

為了讓人們充分理解這三元素的意義，需要做一些進一步闡釋。我們這就開始。

I understand some elaboration may be needed to allow the three elements to be fully appreciated, especially the third one. Let me begin.

1. 反共。台灣其實並沒有那麼反對自由的社會主義；事實上，台灣社會本身在日常生活型態中就含有明顯的自由社會主義的痕跡。但是，台灣絕不會容忍社會主義精神脫序到共產主義的地步。若然，那種社會主義就是敵人，沒有討論的餘地。台灣海峽彼岸的中國共產黨（CCP），就屬於這一類。

1. Opposing Communism – Taiwan is not that much against liberal socialism. In fact,there is a rather obvious strain of it already existing in its social life. However, Taiwan would not tolerate socialism when carried away to the extent of communism, and would take it as enemy. Period. Chinese Communist Party (CCP) on the other end of the Strait falls into this category.

2. 去統。在台灣，不但老一輩了解中共天天掛在嘴邊玩弄的「統一」，只不過是其用來維持政權、控制已經被洗過腦平民的一種虛偽口號，而年輕一輩只會以荒謬視之。因而，此處並沒有用過去的「反統」一詞，而是用「去統」，表示了一種將「統一」概念徹底由腦中去除的意思。就像「大掃除」的意思一樣，老早就該扔掉的東西就把它扔掉。

2. De-Unification – Not only do the older generations realize that the jingling of
“unification” of the CCP is just a bogus slogan for upholding its regime’s control
over the brain-washed civilians, the young generation of Taiwan simply finds the
slogan ridiculous. Therefore, rather than using the term “anti-Unification” as people used to do in the past, I think “De-Unification” – the unshackling of the very idea of unification, as one can relate with the word “de-clutter”- is a better suited term.

3. 不反中，指的是對中國平民保持中性的態度。過去三年間，包括我自己以及國際輿論，已經破除了那個存在已久的迷思 – 中共CCP就等同中國。情況根本不是這樣的。中共不等同中國，更不用說等同中國人民了。中共是一個具有9千8百萬黨員的巨大政黨，但那只是住在那塊土地上的14億人當中的7%。

3. Neutralness towards Chinese Civilians – In the past three years, people in Taiwan including myself, as well as the international community, have debunked the long-existed myth that CCP Is China. No, far from it. CCP is NOT equivalent to China, let alone the Chinese people. CCP is a huge party of 98 million members and that accounts for only 7% of the 1.4 billion Chinese people living on that landmass.

簡單的算數就可以呈現真相。對任何國家，如果僅佔7%的人口可以在政治上完全控制100%的人口，唯一的可能就是實施殘酷暴力或通過暴力改變人的頭腦。

Simple math would tell the truth. In any nation, when 7% of the population politically controls 100% of the population, it would be an impossibility unless by brutal violence or total brain coercion.

中國平民本身就是受害者。其他的國家，不應該膝蓋反應式的把受害者視為天生就是邪惡的。因此，無論在心態上還是現實地緣政治考慮下，台灣社會都應該把「必反」這詞留給共產黨而不是受害的平民。

Therefore, considering the Chinese civilians are victims themselves, people from other parts of the world should not act in a knee-jerk way towards the ordinary, victimized Chinese Civilians as if they are born evil. Either under a proper mindset or the practicality associated with geopolitics, Taiwanese society should and is starting to understand this point. “Anti-“ is an attitude reserved for CCP and not intrinsically for the ordinary and mostly victimized civilians.

這才是台灣的最大公約數。然而，為了選票的政治人物及民調機構拖累了台灣。每年每月的民調都在問早已失效的問題：你偏藍還是偏綠？你贊成獨立還是統一？

Putting together the above three Elements, thus there is the New Taiwan Consensus. What’s falling behind and dragging Taiwan’s feet, are the ballot-hungry politicians and the various outdated polling agencies. They do so many so-called popular surveys every year, sometimes monthly. And they stick to the long invalid way of setting up their survey questions: Are you favoring Green (DPP) or Blue(KMT)? Are you pro-independent or Pro-unification?

這種自我設限或自我審查的問法，使得其他國家以為台灣是個分裂社會。

This kind of self-confined or self-censored surveys leave other nations the impression that Taiwan is a split society, Green or Blue, Independence or unification etc.

台灣這種導致外人認為台灣是個分裂國家的作法，實在愚蠢。如果問的問題對，台灣是沒有分裂的。例如，如果將「你贊不贊成獨立」改為「你反共不反共」，結果肯定是98%以上。

It’s such a foolish thing to do for Taiwan itself misleading outsiders into deeming Taiwan as a split country. There is absolutely no split should the right questions be asked in the surveys. For example, had the question been changed from “Are you pro-independence or anti-independence” into “Are you pro-communism or anti-communism”，then the result would have been a clear-cut 98% or even 99.5% towards “anti”.

若問「你是反中國共產黨還是反中國老百姓」，前者不會低於80%，後者不會高於20%。

Now, try this further question: “Are you anti-Chinese Communist Party, or anti-Chinese common people”, my guess is the former gets at least 80% and the latter gets 20% at most.

第三個問題：「你願不願意被共產黨統治」，保證結果是99.9%的「不願意」。
The third question: “Would you be willing to live under the Communist Rule”? That would guarantee a resounding NO answer of 99.9%.

這就是新台灣共識、社會的最大公約數，應該向世界大聲、清楚、不含糊的說出來。

This is exactly how the New Taiwan Consensus looks like – the true common denominator among a seemingly divided Taiwan. And the New Taiwan Consensus should be articulated to the rest of the world, no vagueness, no grey area and unambiguously.

不信的話，可以用上述問題做幾次民調。而且我保證，在不久的將來，所有民主國家都會端出類似「台灣共識」的政策原則。

For any surveyor or politician who still has doubts about this New Taiwan Consensus, he or she can just conduct new surveys with questions suggested as above. And, I myself am convinced, in a not-so-distant future, all democratic countries on the planet would issue national policies based on guidelines similar to the New Taiwan Consensus, for the goodness of their respective countries.

所以，台灣為什麼不這樣做呢？這可是台灣展示世界政治領導力的機會啊！

So, Hey, Taiwan! Why not put a thrust on this Taiwan Consensus to the world by publicizing it unambiguously and show some political leadership, just for once?

後記：以雙語向全球發聲，將是我接下致力的方向。所使用的這兩種文字，涵蓋了35億人口，接近地球的一半人數。這個行動，將以 「前哨預策」網站 為核心基地，其他的社交媒體，只要有傳播力道，都會被用為衛星來做整體運作。

個人的思考、判斷不一定對，您也不見得同意，但是，我保證這平台中的每一句話都是獨立的、出自內心的。而今天的台灣，乃至於世界，最缺的就是突破傳統成見、不受黨派左右、同時又知錯能改的獨立思考力量。不知您是否同意？

「前哨預策」平台將分為三步走：內容平台 – 互動平台 – 行動平台。剛誕生的它，當前還只是個內容平台，但達到一定數量的會員支持後，將加入各種新媒體形式，與會員就重要議題互動，並以「達成不同意見之間的最大公約數」為目標。一旦在會員內部形成「最大公約數」後，就構成了行動的基礎。至於行動的形式，也由願意推動或參與的會員決定。

此平台婉拒任何政黨、政府的贊助，只接受個人會員或企業會員的贊助；所有收入及贊助，均將用於「讓台灣更好」的事務上，以及推動、發揮台灣作為東亞及世界的「關鍵少數」的槓桿角色，為人類下一波文明做出量力而為的貢獻。

我只能說，十年來的不斷保持獨立，希望能換得您對「不受任何政黨、政府左右」這一點點價值的認同。

范疇
謹上

於台灣
首頁鏈接： InsightFan.com
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不看不知道，一看嚇一跳，在台灣極缺疫苗，有企業願意出來幫忙拯救人命時，我國政府第一個想到的是透過外媒，扭曲事實真相，把功勞歸在自己身上，把陰謀栽在對方身上。

時代雜誌這一篇，在郭台銘和台積電聯手進了總統府之後，我國政府立刻放話說是政府徵召台積電和富士康（請注意，還刻意把台積電放在前面），然後內文還強調郭台銘之前選過總統？！這不就是暗示他有政治動機嗎？有哪一個在台灣看新聞看報導的路邊的狗會覺得當時都是蔡政府徵召民間單位？事實上就是民間單位主動申請主動爭取，還被擋了好幾十天啊！

問題是當時已經死了六百多人，政府在對國際媒體放話時，考慮的還只是政治鬥爭？這是甚麼樣的司馬昭之心，相信連路邊的狗都看得出來啊！

內容還說這是台灣政府從去年開始努力爭取ｂｎｔ疫苗的一環，環個屁啦，從林全要買三千萬劑開始擋起結果一劑都買不到這叫做努力？

【Taiwan Recruits TSMC, Foxconn to Secure BioNTech Vaccines】
https://time.com/6074333/taiwan-recruits-tsmc-foxconn-to-secure-biontech-vaccines/ (這篇有多噁心大家都應該看看)

https://www.reuters.com/business/healthcare-pharmaceuticals/exclusive-taiwans-terry-gou-tsmc-reach-initial-agreements-biontech-vaccines-2021-07-02/　

另外路透社這篇就是明顯台灣當局放話，想要歸功於都是德國政府施壓談判之後才成功的。

記者一查證德國外交部不予回應，結果轉移焦點失敗，而且提早曝光很有可能破局的狀況之下，ｂｎｔ也是不予回應。這種一直在放話，只想要看到破局的目的到底是甚麼，是不是很壞心啦！你有沒有看過這種政府自己弄不到疫苗，民間為了救命來弄，最後政府還要鬥爭民間單位的，丟不丟臉的啊！

這件事情我一定要記錄下來，講清楚，免得之後選舉又被認知作戰說又是中共害的，這裡面就是台灣政府一直放話啊，哪裡看到共產黨？


有很多時候
認知作戰不是只有在中文世界
有很多時候台灣也在做認知作戰
你知道我手上的是時代雜誌在6月18號
發的一篇專稿
請各位看
標題寫什麼
Taiwan Recruits TSMC,
Foxconn to Secure BioNTech Vaccines
給各位3秒看一看記住
123好
你知道這真的很妙
這個我們以前常就是偷龍轉鳳
就是名詞替換
各位如果你認為過去兩個月的時間
Foxconn TSMC而且請注意
在這個裡面TSMC排在Foxconn前面
T排在F前面表示這個東西不是照字母順序
而是他認為TSMC佔比較重的比例
看了過去兩個月的新聞
你怎麼會覺得是政府徵召TSMC
徵召Foxconn
how is that possible怎麼可能
你當我們都瞎了嗎
你看這篇文章寫的
真是太妙了
我懷疑這是一個平行世界
我唸第一段就好了
Taiwanese President Tsai Ing-wen
expanded efforts to buy vaccines
from Germany’s BioNTech Friday,
meeting with leaders of
two tech giants in an attempt
to reach a deal hindered by complications
involving China
我想說是不是
我今天這一個罪刑可能更重了
我揭穿台灣政府對時代雜誌的大外宣
你請這位記者去問問全台灣民眾
到底是哪來的膽子變成是
台灣政府徵召台積電跟富士康
來購買BNT疫苗
我再唸第二段
The attempt to recruit high-profile
intermediaries represents the government’s
latest move in long-running efforts
to buy vaccines from BioNTech
光這一句我就想說蛤
這是中華民國政府從去年以來的
購買BNT疫苗的努力之一環嗎
是他們主動徵召富士康跟TSMC
我怎麼知道的完全不一樣
去年10月是我國政府拒絕了林全的
東洋所買的3千萬劑BNT
是我國政府拒絕
10月拒絕12月拒絕
最後從3千萬劑砍到200萬劑
人家不爽賣
然後你說這是中華民國政府一直努力要做的
你知道各位你務必要去查這一份資料
而且這一篇有明顯的偏見
你看它的段落最後一段
Gou, who launched and then abandoned
a presidential campaign in 2019,
offered earlier this month to step
in to help with the government’s vaccine efforts
So far he hasn’t come up with any concrete results
我真希望知道底下的協力者是誰
他最後寫的
With assistance from Miaojung Lin,
Cindy Wang and Debby Wu
我這樣講有眼睛的人都知道
郭台銘沒有
come up with any concrete results
就是沒有實際的結果
是因為政府阻饒啊
你這個意思暗示說郭台銘空口說白話嗎
我整個看不出來到底怎麼寫
時代雜誌這一篇
就很明顯是台灣的大外宣
告訴大家說我台灣政府好棒棒
我努力了那麼多
最後我釜底抽薪
我把台積電跟郭台銘富士康叫來
請他們幫忙去買疫苗
這跟現實生活差多少
這是路透社幾天前寫的報導
Another source said the German government,
which has said it was trying to help Taiwan
obtain the BioNTech vaccines,
had been trying to speed up the talks
“The German government doesn’t
want to leave the impression
請注意這一段是引用的就是那一個
消息來源說的
“The German government doesn’t
want to leave the impression
that they didn’t sell vaccines to
Taiwan due to the Chinese pressure,
so it has been pushing the company
to speed up its talks with Taiwan,”
the source said, referring to BioNTech
好啦這個消息來源講說
我告訴你德國政府很幫我們
他們有施壓BioNTech讓他們加速跟我們的談判
The German Foreign Ministry declined to
immediately comment
結果記者拿這個東西去問德國外交部
德國外交部說我們不予評論
這不就我國外交部一直在唬爛的東西
說我們跟德國關係很好
德國有幫我們
但是6月3號德國駐台代表
也就是德國在台協會的處長王子陶
Thomas Prinz有講
我們注意到近來關於疫苗取得的爭議
請相信德國政府
特別是聯邦經濟部部長Altmaier本人
對於台灣與BioNTech間持續的溝通協調
盡了好一番努力
然而契約簽訂與否與條件
並非在政府的掌控下
而是取決於契約雙方
倘若契約雙方能夠達成共識
聯邦政府自然樂見其成
你看台灣這邊在對路透放話
說什麼我們跟德國關係很好
德國有幫我們
德國外交部不回應
而且6月3號的時候德國駐台代表
就等於駐台大使就講了
契約雙方能夠達成共識
聯邦政府自然樂見其成
然而契約簽訂與否與條件
並非在政府的掌控之下
你看這就是餵的啊
這就是餵的消息你知道
我今天覺得
你疫苗都還沒有進來
然後你就急著在那邊搶功
急著在那邊收割
這個就是假新聞
這個就是餵養消息
德國人的意思是
私人企業要簽合約是你們兩造的事
成不成要看契約雙方政府不能介入
結果你硬是把這個東西扭曲成說
德國政府希望大家趕快加快談判
那加快談判是什麼意思
加快談判就政府介入啊
政府介入是怎麼樣
是要讓他成功還是讓他失敗
我覺得這個東西太糟糕
郭台銘今天早上自己發布了聲明
特別強調路透引述的那個報導說
郭台銘已經跟BNT和上海復星
簽署了購買疫苗的初步協議
郭台銘四日他的辦公室直接回應
轉載國際媒體無法證實的消息來源
請注意這是路透社轉載國內的消息
國內的深喉嚨跟他講的
這是出口轉外銷
出口轉外銷之後又轉內銷
郭台銘說轉載國際媒體無法證實的消息來源
可能妨害台灣取得疫苗的時程
呼籲勿臆測BNT疫苗採購進度
要大家別上當
你看到底是誰案子不確定的時候就想要收割
就想要收割說我好棒棒
我跟德國關係很好 是誰嘛
看看林昶佐你不會覺得這動作很像是
綠營農耕隊的作風嗎