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Being in the transition period between older and newer iPhone models, Apple fell to the fourth place in terms of market share for 2Q21, though its release of new iPhones, if priced aggressively enough, in September will likely help it recover some market share
【校園新聞】校方今舉行諮詢會議交代Co-Curricular Support Office角色功能 以繼父及繼子比喻雙方關係
香港大學早前發表聲明宣佈不再承認香港大學學生會（作為獨立註冊社團）現有在校內的角色，其後成立由教務處管轄的Co-Curricular Support Office（下稱CCSO）處理學生會屬會及其他學生組織借用資源及場地等事宜。校方今（7月30日）舉行諮詢會議（Town Hall Meeting）介紹CCSO之角色及功能，並邀請各屬會及學生組織出席，會議參與者須遵守漆咸樓守則（Chatham House Rule）[1]。
CCSO現時工作主要為接收屬會之場地及設備申請，同時亦會為屬會提供財政支援。校方提醒屬會申請時需要提交活動計劃書，有同學擔心活動會因此受審查，校方表示屬會舉辦活動不需經審批，惟資金及場地申請須經CCSO批核（If you wish to organise activities, you don’t need our approval, is only when you need funding and space, you need to apply )。但當有屬會代表問及財政上的詳細安排，校方指暫時未知（I have no idea now）。其後有人問及會否設立不同條款讓屬會更了解校方的要求，校方表示仍在研究。校方強調一切行政工作都正值過渡期（Transition Period），故在各方細節都有所不足，望屬會可以提供協助。
同時，對於香港大學學生會的有關問題，校方未有正面回應。但強調校方不會介入或干預屬會與學生會的關係，並指屬會如何處理和學生會的關係是他們的決定，不會就此提供任何建議。
會議尾聲，有人問及將來屬會與校方所簽訂條款及使用守則之實際內容，校方回答指「試不要政治化整件事（try not to politicize the whole thing）」 ，表示條款只屬一般使用守則，籲學生「不要想得太過複雜」。CCSO承認儘管現未有實質條款，但屬會向CCSO註冊時則已承認該條款，而校方可因應情況修改條款，如屬會不同意條款則可撤回決定。
其後有同學擔心CCSO會不清楚屬會的需求，並對CCSO與屬會之關係有所顧慮，校方則以繼父及繼子比喻CCSO及學生會屬會之關係，指「 即使一位繼父也會就與繼子之關係而感到不舒服（Please remember even a stepfather is very uncomfortable with the stepchild.）」，並指「你與你的父親相處愉快，而你現在要去新的家庭，的確你會感到不舒服，但也請明白我們也會感到不舒服（ You are happy with your father, now you are going to the new home, of course you are uncomfortable, but please understand, we are also uncomfortable.）」
[1]「漆咸樓守則」﹕與會者可自由使用所接收到的信息，但不得透露發言者或任何其他與會者的身份或從屬關係
相關報道﹕
港大要求學生會於七日內交出學生會綜合大樓之使用權
https://www.instagram.com/p/CRUCrd7DTGe/?utm_source=ig_web_copy_link
港大發有關港大學生會聲明 決定收回學生會會址及不再代學生會收取會費
https://www.instagram.com/p/COR0poPBc-i/?utm_medium=copy_link
香港大學再次強烈讉責港大評議會： 不再承認學生會在校內角色
https://www.instagram.com/p/CRQZ6PWltdE/?utm_medium=copy_link
🌻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.
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#Podcast #求職 #面試 #履歷表 #面試技巧
Hey Everyone!!!! Here is another weekly Vlog. Thanks for watching & supporting my Channel.
To the Angels,
I hope I shall recieve your divine energy, & strength in order for me to go thru this waiting period & transition.
I seek the power to forgive others that done harm to me & they do not admit they done harm to me.
I pray for the power to forgive to come at godspeed. Since time is running out & I may never have the chance to forgive.
Amen
#Intel #10thgen #Corei5 powered #ASUS laptops
Intel Core系列是一款领先节能的新型微架构，设计的出发点是提供卓然出众的性能和能效，提高每瓦特性能，也就是所谓的能效比。Intel Core的微体系结构面向、台式机和笔记本电脑等多种处理器进行了多核优化，各种平台均可从中获得巨大优势。
第十代智能Intel Core 处理器的系统采用最新的英特尔®️ 锐炬®️ Plus 显卡，在游戏、流媒体和创作方面实现了巨大的飞跃，让高度便携式设备上的体验变得顺畅、详尽和生动。但对于第十代智能英特尔®️ 酷睿™️ 处理器来说，娱乐体验并不是唯一的飞跃，它们还有以下改进：电池寿命优化，能胜任超长时间工作和娱乐；内置智能功能，旨在让您比以往任何时候更轻松地完成更多任务；最新的无线和有线标准，连接速度令人难以置信。第十代智能Intel Core移动处理器让超便携设备能够畅享娱乐，并赋予更多强大功能。
第十代智能Intel Core移动式处理器优化了内置智能性能功能，使您的 PC 能够快速学习和适应您的工作。诺您的下一台电脑搭载了性能出众的第十代 Intel Core 处理器那你就能享有性能强大的电脑体验。使用 Photoshop 不再需要等到加载。Premiere Pro 剪接影片不再需要等待。使用搭载第十代 Intel Core 处理器的电脑让你生活轻松，办公更轻松。
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MEGA SALE :
15 - 30 June 2020 Promotion Period
TMT Outlets/ASUS Concept Store
WEEKEND SHOCKING SALE:
27 & 28 June 2020
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30天免費試用無版權音樂： https://goo.gl/dnYZh5
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手持相機拍出超帥轉鏡 EPIC HANDHELD SPEED RAMP TRANSITION:
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90秒學七種電影質感拍攝手法 7 CINEMATIC TIPS IN 90 SECONDS :
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