Friday, August 2, 2019
One Country Two Systems
港人不好好维護你的金融中心的地位,日本,韩國,新加波,现正在一边摩拳擦掌準備要代替香港的位置,到那個时候,悔之晚矣。
One country can have many different systems. Like Canada, America, a state have their own law but one constitution. Senator is running their own state.
日韓鬥要学到的教训 Tokki 不出台,大陆出不了好貨,京东方能趕得上嗎?
Both are Bad. You are bitten by a dog. You have to admit you have bad luck, but you don't bite the dog back. Dance with the wolf, no, no, no, don't do that. Years ago, KMT did the same mistake and went into the trap. Now they are not better than the green group.
一個國家和公司不缺有经验的领袖,只缺有道德的领袖。
美國人會来台湾代替台湾人死吗?不會的。
贸易戰打到陆股价,外资可以買到便宜的公司;如三星是美國的,台积电美國的。
G20的結果
普会后表态,将允许美国企业継续為华为供货,这等於是解除了禁令,美方在重啓貿易談判上,会几乎答应了習近平先决條件的要求,加碼採購农业,这該是會后談判重啓,川普适当时机收割政績,美中贸易戰再度按下暂停键,
Futurewei 华为在美研发部门 专利無數。对futurewei 发佈了出口禁令,
7/12 台股漲
7/15 tonight taipei market will be up
7/15 廖英强給抓
7/17 -1373,比-500 還要低,可以買7/16一大口空单, 台指會跌了。
(9000 vs -500)
FED lower down the interest rate, bank's stocks will fall.
American dollar is down, others will be up, oil price will go up, gold and silver price will go up; Japanese currency will go up; the market is not good, people use gas less than usual, oil price will go down;
oil is down, air flight company stocks will be up; RMB is up, China's stocks will be up, Chinese air flight company will be up.
8/1 Tonight it will fall.
Yesterday, FED interest lower down 0.25 so interest rate from 2.25 to 2.5 lower down to 2 to 2.25%
money will go into 5G and concepts stocks for the next few years.
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