Tuesday, September 5, 2023

Paxon Impeachment Trial

Mr. president, senators today is an important day on this day in 1836 Sam Houston who's Bible you used for your oaths today was elected president of the Republic of Texas. Today is also an important day because we begin this impeachment trial while impeachment is rare the drafters of our state constitution recognize that there are times when this extraordinary remedy is needed to protect the state and its citizens from the public office holder who has abused the power of his office by putting self-interest above that of the people of Texas the drafters concluded that this great deliberative body the Texas Senate is best positioned to determine what when this remedy is appropriate earlier this year Mr. Paxton came to the legislature seeking $3.3 million in taxpayer money to settle whistleblower lawsuit Mr. Paxton would not answer any questions about the underlying claims he had successfully blocked any discovery in the case for almost two years and he refused to justify the settlement the house investigated the serious allegations raised by the whistleblowers the house uncovered egregious misconduct and abuse of office by the attorney general of the state of Texas and voted overwhelmingly to prefer articles of impeachment to the Senate This is why we are here the allegations in the articles revealed that the state's top lawyer engaged in conduct designed to advance the economic interests positions of a friend and donor to the detriment of innocent Texans Mr. Paxton turned the keys of the office of attorney general over to Nate Paul so that Mister Paul could use the awesome power of the people's law firm to punish and harass perceived enemies I was raised in rural Texas or a person’s honor is more important than money, where integrity matters, by a family deeply affected by political corruption. This is precisely the type of grave official wrong that our Texas supreme court don't use devices that are created for a different purpose to clean your house it's more likely to break something than make it shine cleaning my house the state of Texas for many years had a favorite quote from Abraham Lincoln “nearly all men can stand adversity but if you really want to test a man's character give him power” Mr. Paxton has been entrusted with great power unfortunately rather than rise to the occasion he's revealed his true character and as the overwhelming evidence will show he is not fit to be the attorney general for the state of Texas Mr. Paxton argues that the Senate should not exercise its constitutional duty to decide whether its conduct merits impeachment because governors were aware of the allegations and still reelected him he claims that the Senate should abide by the alleged will of the voters however this ignores the intent of our framers of the constitution. Impeachment was included in the constitution after the founding fathers debated and rejected the idea that elections could singularly protect the public against abusive office holders in other words drafters agreed that impeachment was and is necessary to protect against abusive officials because it was simply too easy for them to use the powers of their office to conceal the truth until after the next election the concept of the forgiveness doctrine is not in our constitution and does not apply here the courts have made that very clear and even if it did the doctrine presumes that voters know all the facts the voters did not and do not know the whole truth Mr. Paxon went to great lengths to hide his misconduct from the public the evidence will show that he used massive resources of his office to prepare and issue a sham report that allegedly exonerated him the evidence will show that this report contains false and misleading information about the allegations against him and about the whistleblowers themselves and he also lied about the independent nature of this investigation documents will show that he played a key role in drafting that report. The constitution says the Senate has the power and the duty to decide this case and to protect the people of Texas from someone who has violated his oath and has shown he does not respect the law the witnesses and the evidence will show you that Mr. Paxton's conduct merits the exercise of that power and the witnesses and the evidence will show and prove beyond a reasonable doubt that he should be removed from office and prevented from ever holding a position of trust in the state of Texas again. Mr. Paxton argues that the articles do not allege impeachable conduct because they do not allege that he committed a crime we do allege that he committed crimes we have detailed the Mr. Paxon received favors including home renovations and helping concealing and continuing an extramarital affair in exchange for the office of attorney general punishing Nate Paul's enemies however we don't have to show some type of quid pro quo to establish that his conduct should result in impeachment. As the Texas Supreme Court made clear regarding the impeachment governor Ferguson 160 years ago. Wrongs justifying impeachment don't have to be crimes. Wrongs justifying impeachment or broader than that because they have the purpose of protecting the state not punishing the offender. Mr. Paxton should be removed from office because he failed to protect the state and instead used the power of his elected office for his own benefit and this was wrong the oath of office that we all took to protect the citizens of state into a pole the laws of this state in this constitution means something it isn't just words on paper literally an oath to God and Mr. Paxon had an obligation not to abuse his office for his own benefit. He betrayed his constituents and the sacred public trust that's been given him and in Texas we require more from our public officials than to merely avoid being a criminal. The witnesses you will hear from our remarkable people until they refused to follow Mr. Paxton wrongful demands. They were his most trusted and hand-picked advisors and they believed in his conservative mission for the office of the attorney general the problem isn't that their commitment to conservative governance changed it is at the end of the day Mr. Paxon wasn't the man they thought he was and he wasn't the man he publicly proclaimed to be. His trusted advisors are not rhinos or part of some deep state storyline they are movement conservatives guided by their faith this witness is really explains step by step having discovered that Mister Paxton grew increasingly intense and passionate about helping his partner Nate Paul escaped civil and criminal legal troubles that he was facing they will describe in chilling detail when they connected the dots of Mr. Paxton's slow creep of corruption the senior staff were outraged when they discovered that Mister Paxton had directed a young inexperienced outside attorney to obtain grand jury subpoenas to harass and interfere with an ongoing criminal investigation. Subpoenas that had been improperly issued to the DPS officers a federal judge, attorneys involved in a civil lawsuit against Nate Paul and even port staff and it's being assault intensely personal information including cell phone and e-mail records. Now, I'm not going to detail in this opening all the allegations against Mr. Paxson. You're aware of any of them you said as a unique jury having known Mr. Paxton and familiar with some of the facts but even a quick summary of some of the evidence that you're going to hear is shock one of Mr. Paxton 's many acts of deceit involved a member of this chamber hey Cortana when the policy of the state was Texas is open for business during COVID Mr. Paxton directed his staff to issue a legal opinion advising that statewide forfeiture sales excuse me statewide foreclosure sales not move forward Mr. Paxton was adamant at the opinion which came to be known as the midnight opinion the issue before the end of the weekend just in time for Nate Paul to use it to avoid a foreclosure sale the following Tuesday this conduct benefited Nete Paul and harmed businesses and people impacted by foreclosure Mr. Paxson also used the power of his office to harm a charity solely to benefit nightfall the office of the attorney general is charged with the responsibility of intervening and lawsuits when it's necessary to assist a charitable organization as you will hear the first and only charitable case Mr. Paxton took a personal interest in was that many foundations lawsuit against Nate Paul's entities as an investor the evidence will show that Mister Paxon directed his office to intervene in the lawsuit and stay the case and allow the AG's office the opportunity to pressure this charity to accept a low ball settlement offer this would have saved Nate Paul millions of dollars the Creek of corruption continues when Nate Paul wanted access to confidential investigation materials related to police raids on his home and businesses to learn what the police knew and how they do it Mr. ball submitted multiple open records requests seeking the full police file even though no police file may be disclosed due to the well established law enforcement exception Mr. Baxter pressured his deputies to authorize the release of this information but in his investigations their contact Mr. Paxton simply did not care that his request to release information to Naipaul would have put police and victims unfortunately the house investigation revealed that Mister Paxton 's relationship with Mr. Paul was far more extensive than even his closest advisors knew over the course of three months Mr. Investigations of their conduct Mr. Paxton simply did not care that his request to release information to Nate Paul would have put police and victims across the state at risk unfortunately the house investigation revealed that Mister Paxton 's relationship with Mr. Paul was far more extensive than even his closest advisors live over the course of three months Mr. Paxton personally met with napalm more than 20 times many times Mr. Paxton would ditch his security detail and they fall even set up a secret Uber account that allowed Mr. Paxton to secretly visit Nate Paul and others to conceal his efforts Mr. Paxton communicated in off the book ways using burner phones encrypted messaging apps and secret e-mail address Mr. Paxson's brazen abuse of the criminal justice division of the office of attorney general is finally will cost 8 senior staff to report him to the police the question that haunts them it should frighten all of us what would have happened if they had not reported him how far would Mr. Paxton have gone and using the power with the attorney general's office to harass and punish his and they pause perceived enemies and hurt innocent Mr. Faxon tried to defend his actions by isolating each event and claiming that standing alone they can't support it you cannot and should not be detached in the vacuum the evidence will show that they are all connected they're all connected from Mr. Patterson and his desire to deliver for his partner may fall Mr. Paxton will also argue that the acts represent differences of opinion on policy or efforts to help a constituent but the witnesses will explain to you and Mr. Paxton 's actions have nothing to do with implementing conservative policy and in fact his efforts violated those very principles Mr. Paxson's senior advisers were fully aware of the dire consequences of reporting into law enforcement retribution would be swift and fish the choice they made to report him to the police was one of the hardest of their lives but they will tell you that there really wasn't a choice at all say it here on this day in 1836 was elected president of a new and free Republic reminder text do right the consequences do right the consequences doing the right thing is sometimes not easy sometimes we must do the right thing in the face of enormous pressure to remain silent the house and the finish is feeling this fresh it's unfair it's wrong the forces that seek to intimidate the Senate you have taken the first steps toward the truth by giving the people who did the right thing the chance to testify despite the attacks that they know will continue to come do the right thing once more witness stand and it will provide the clarity that the house and the Senate is feeling this pressure it's a fair and it's wrong but despite the forces that seek to intimidate the Senate you have taken the first steps toward the truth by giving the people who did the right thing a chance to testify despite the attacks that they know will continue to come won't do the right thing once more and they will take this witness stand and they will provide the clarity that the Senate needs and that the public deserves to find out what was really happening behind closed doors as chair I resolutely give this statement with the support of and on behalf of the board of managers and over half of the Texas House you won't provided us with an hour to make an opening statement but we prefer the yield back the rest of that time so the most important folks that will show up in this room the same witnesses that Mister Paxton has been so desperate to discredit and intimidate and to silence. we are honored to be able to give them their day and this honored and rare court we simply seek justice on behalf of the people of Texas. 總統先生,今天的參議員們是1836年這一天的重要一天,山姆·休斯頓(Sam Houston)今天用聖經宣誓當選為德克薩斯共和國總統。 今天也是一個重要的日子,因為我們開始了彈劾審判,而彈劾很少見我們州憲法的起草者認識到,有時需要這種特殊的補救措施來保護州及其公民免受公職人員的侵害,公職人員濫用職權,將自身利益置於德克薩斯州人民之上,起草者得出結論,德克薩斯州參議院這個偉大的審議機構是今年早些時候,派克斯頓先生來到立法機關,尋求330萬美元的納稅人資金來解決舉報人訴訟。 派克斯頓先生不會回答任何問題 關於潛在的主張,他成功地阻止了該案近兩年的任何發現,他拒絕證明和解的合理性 眾議院調查了舉報人提出的嚴重指控 眾議院發現了德克薩斯州總檢察長令人震驚的不當行為和濫用職權,並以壓倒性多數投票贊成彈劾條款而不是參議院 這就是為什麼我們在這裡 文章中的指控該州的最高律師從事旨在促進朋友和捐助者的經濟利益地位的行為,損害無辜的德克薩斯人 派克斯頓先生將總檢察長辦公室的鑰匙交給內特·保羅,以便保羅先生可以利用人民律師事務所的強大權力來懲罰和騷擾被認為是敵人的敵人。 我在德克薩斯州農村長大,或者一個人的榮譽比錢,在誠信很重要的地方,來自一個深受政治腐敗影響的家庭。這正是我們德克薩斯州最高法院的嚴重官員錯誤類型

Monday, September 4, 2023

The Impact on Washington

华府的震撼 謝謝大家的支援,今天還是要從華為開始,大家都在談華為,我還在華為震撼當中,除了技術面,華為官宣之後,什麼時候把一些的隱藏版的一些的性能,一些能夠表現,不過我們在關注的是說華為不僅是在華人圈子裡面,在大陸市場熱議,最重要的是西方國家特別是美國,真的被震撼到了,而且他必須要開始重新思考就是說科技戰還要著么打下去,包括了華盛頓郵報, 他是屬於政治性的可能更強一些,bloomburg可能產業具體來講更強一些,但是這兩個媒體,其實在週末的時候,對於華為震撼,都做了全方位的報導,所以我們今天的這個標題,我們的重心點是放在華府的震撼,那這件事情呢它因為他們直接說Washing Post認為在這個時間點所公佈的華為手機其實就是挑釁蕾多,但到目前為止, 拜登政府還沒有對這件事情有任何的回應, 那麼現在我相信對於拜登政府來講它擺放在兩難當中一邊的聲音是認為你已經阻擋不了中國大陸的科技了嗯所以這個時候如果說你要繼續的維持你的制裁的話其結果是你讓美國的企業完全的失去中國大陸的市場啊這個是一部分的看法另外一部分呢是說我開解他拆解它拆解完了之後看看還有什麼地方可以卡脖子的因為卡得更深一點更強一點讓這個事情不能夠再發生但是比Bloomburg來講它裡面就提到了一件事情,他說如果真的按照他現在在網路上面所凸顯出來,他那個晶片是麒麟晶片,麒麟9000我上禮拜四的時候跟大家提過,如果規格真的是如此的話,那麼這一位Bloomburg的科技專家他直接講說這代表著是美國對華科技全面絞殺完全全的失敗,這話說的非常的重,所以可以想像華府的震撼有多大,我們大家快來解析那過去這一段期間,還有幾個事情非常有趣, 一個是艾司摩爾,他說從九月開始,我們又延長了,我們很高興,好開心啊,慶祝! 華為的又推新機子S more很高興對第三個呢是你看到中東呃就是有關於中東下了非常多的跟一百H100的這一些AI晶片的大單現在美國商務部到底有沒有相關的管制措施呢我認為是有的只是他們不能夠明說這是對中東國家的制裁我等一下會提到說如果中東真的作為美國制裁中國大陸而中國大陸取得的一個第三的的轉運站的話假設真的是如此的話那我跟你講美國很為難因為他重不得輕不得那還有包括了就是呃雷蒙德達高鐵的一些人的消息第二部分當然要來談這個禮拜最熱門的一個話題當然就是東協峰會然後以及緊接著下來在印度所要舉行的G20,拜登選擇不出席東協峰會,但本是去參加印度的G20,然後結束了之後刻意去一趟越南訪問這代表著美國的戰略是如何而中國大陸的應對又如何,那第三個部分,我們其實要來看最近西方媒體都在唱衰烏克蘭的反攻,真的就普遍性而且都是引用異名的或具名的國防專家,然後來唱衰說烏克蘭的反攻, 然後指指點點說,你這個不對,那個也不對,但是烏克蘭其實他們強烈的反擊,而這個反擊背後,他們自己也說,這代表著美國正在為烏克蘭可能反攻失敗這件事情,明年的選舉產生的衝擊,正在做輿論準備,他們真的準備要放棄我來了嗎這才是烏克蘭心中最大的夢魘,不過我們先從華為開始,我們看道washington post, bloomburg, 在周末的時候都報導了自己看看最近有很多屬於科技上面的一個解析跟我們上個禮拜四所說的內容其實大致是類似的大概就是三個重點第一個重點就是他到底是不是5g手機答案是就包括了華為然後還有包括了華盛頓郵報還有Bloomburg測試過程他們都邀請了科技專家想盡辦法去拿到了一隻去測試之後呢認為它是身體談判有引用到中國大陸的這些科技博主們他們所發的這些影片其中有一支影片呢他把iPhone 14Pro嗯然後去跟Mate60 Pro這兩支手機在同樣的環境之下同樣的電信設備的環境之下在香港去做測試之後的結果,發現網速是相同的,所以這才真的震撼了華府的原因 The Impact on Washington Thank you for your support. Today, I want to start with Huawei. Everyone is talking about Huawei, and I am still amazed by Huawei. Besides the technical aspects, after Huawei's official announcement, when will they reveal some hidden performance, something that can shine? What we are focusing on is that Huawei is not only a topic in the Chinese community but also a hot topic in the mainland market. Most importantly, it's making waves in Western countries, especially in the United States. They are truly shocked, and they must reconsider how to continue the technology war. 對華盛頓的影響 感謝您的支援。今天,我想從華為開始。每個人都在談論華為,我仍然對華為感到驚訝。除了技術方面,華為官宣之後,他們什麼時候會露出一些隱藏的性能,可以大放異彩的東西?我們關注的是,華為不僅是華人社會的話題,也是大陸市場的熱門話題。最重要的是,它正在西方國家掀起波瀾,尤其是在美國。他們真的很震驚,他們必須重新考慮如何繼續技術戰爭。 This includes The Washington Post, which is more political in nature, and Bloomberg, which may be more industry-specific. However, both of these media outlets have provided comprehensive coverage of Huawei's impact over the weekend. So, the main focus of our discussion today is on the shockwaves in Washington.這包括更具政治性的《華盛頓郵報》和可能更具行業針對性的彭博社。然而,這兩家媒體都在週末全面報導了華為的影響。因此,我們今天討論的主要焦點是華盛頓的衝擊波。 This matter has raised questions because The Washington Post directly stated that the Huawei phone announced at this time is actually a provocation to the U.S. government. However, as of now, the Biden administration has not responded to this matter. So, I believe that for the Biden administration, they are in a dilemma. On one hand, some voices suggest that they can no longer stop Chinese mainland technology, so if they continue with sanctions, it will result in American companies completely losing the Chinese market. On the other hand, some suggest that they should dissect it and see where they can tighten the screws further to prevent such incidents from happening again.此事引發質疑,因為《華盛頓郵報》直接表示,此時公佈的華為手機實際上是對美國政府的挑釁。不過,截至目前,拜登政府尚未對此事作出回應。所以,我相信對於拜登政府來說,他們處於兩難境地。一方面,一些聲音暗示他們無法再停止中國大陸技術,因此如果他們繼續制裁,將導致美國公司徹底失去中國市場。另一方面,有些人建議他們應該解剖它,看看他們可以在哪裡進一步擰緊螺絲,以防止此類事件再次發生。 However, Bloomberg mentioned something interesting. They said that if what is highlighted on the internet right now is true, and the chip is the Kirin 9000 as mentioned, then a Bloomberg technology expert directly stated that this represents a complete failure of the United States in strangling Chinese technology. This statement carries significant weight, which gives you an idea of the magnitude of the shock in Washington.然而,彭博社提到了一些有趣的事情。他們表示,如果現在網上高亮的都是真的,晶元就是提到的麒麟9000,那麼彭博社的一位技術專家直接表示,這代表了美國扼殺中國技術徹底失敗。這句話具有重要的分量,它讓你瞭解華盛頓震驚的程度。 During this period, a few other interesting things have happened. Firstly, ASML extended its cooperation with Huawei, which is significant. Secondly, there have been many large orders for AI chips related to the H100 series in the Middle East. Does the U.S. Department of Commerce have any related control measures? I believe they do, but they cannot openly state that these are sanctions against Middle Eastern countries. If the Middle East becomes a transfer station for China as a result of these actions, it puts the U.S. in a difficult position.在此期間,還發生了一些有趣的事情。首先,ASML擴大了與華為的合作,意義重大。其次,中東地區與H100系列相關的AI晶元已經有很多大訂單。美國商務部是否有任何相關的控制措施?我相信他們這樣做,但他們不能公開說這是對中東國家的制裁。如果中東因為這些行動而成為中國的中轉站,這將使美國陷入困境。 Lastly, the most discussed topic this week is the ASEAN Summit and the upcoming G20 in India. Biden chose not to attend the ASEAN Summit but will attend the G20 in India and then make a deliberate visit to Vietnam. This represents the U.S. strategy, and we'll have to see how China responds.最後,本周討論最多的話題是東盟峰會和即將在印度舉行的G20峰會。拜登選擇不參加東盟峰會,但將出席在印度舉行的G20峰會,然後有意訪問越南。這代表了美國的戰略,我們必須看看中國如何回應。 In the third part, we need to address the recent negative coverage in Western media about Ukraine's counteroffensive. They have been criticizing Ukraine's counterattack, citing defense experts, and suggesting that it may fail. This is seen as media preparation for the impact of Ukraine's potential failure on the next year's elections, as they might consider giving up on Ukraine. This is the biggest nightmare for Ukraine.在第三部分中,我們需要解決西方媒體最近對烏克蘭反攻的負面報導。他們一直在批評烏克蘭的反擊,引用國防專家的話,並暗示它可能會失敗。這被視為媒體為烏克蘭潛在失敗對明年選舉的影響做準備,因為他們可能會考慮放棄烏克蘭。這是烏克蘭最大的噩夢。 But let's start with Huawei. We see that The Washington Post and Bloomberg have both reported on it recently. There's been a lot of analysis related to technology, and it's quite similar to what I discussed last Thursday, with three main points. The first point is whether it is a 5G phone, including Huawei. The Washington Post and Bloomberg invited tech experts to test it and found that the network speed is the same as iPhone 14 Pro, which has truly shocked Washington.但讓我們從華為開始。我們看到《華盛頓郵報》和彭博社最近都對此進行了報導。有很多與技術相關的分析,這與我上週四討論的非常相似,有三個要點。第一點是它是否是5G手機,包括華為。《華盛頓郵報》和彭博社邀請科技專家對其進行測試,發現網速與iPhone 14 Pro相同,著實震驚了華盛頓。

因为中国人是不吃这一套的

The translation of "因为中国人是不吃这一套的" into English is: "Because Chinese people don't buy into this."“因為中國人是不吃這一套的”翻譯成英文是:“因為中國人不買帳。

Sunday, September 3, 2023

刘祖恩要去当达达

刘祖恩要去当达达,但是总部的达达要刘祖恩见到巴巴说:“他只有29岁半”。 因为照规定超过三十岁就不能当达达。 刘祖恩开始不答应,他说我不能在巴巴面前说谎,我已经31岁。总部达达一直劝刘祖恩改口,刘祖恩不肯,一直坚持着说31岁,最后刘祖恩答应了,之前总部的达达还让刘祖恩练习多次,直到熟记於心。他们就安排刘祖恩去见巴巴,巴巴开始问他一些常问的问题,中间巴巴就问他几岁了?刘祖恩回答说:“巴巴,29岁半”。巴巴回答说:“很好啊29岁半”。爸爸继续问道:“家里还有些什么人?有没有弟弟妹妹?” 刘祖恩回答说:“有一个妹妹和一个弟弟“。巴巴马上又问:”弟弟几岁啦?回答说:“三十一岁” “三十一岁“? 巴巴再也没有说什么了。故事就此打住。刘祖恩就这样没有当成达达。后来,巴巴跟总部的达达说:“我抓到他了”。 巴巴说了中国人是不会说谎的。 Janaka wanted to become a Dada, but headquarter's dada wanted Janaka to tell Baba that he was 29 and half years old. When Baba asked him how old he was. There was a rule that anyone wasnted to become a dada have to be under 30. Janaka initially refused by saying that I can't lie in front of Baba; I'm already 31 years old." The headquarters dada tried to persuade Janaka changed his answer, but he insisted on saying he was 31 years old. Finally, Janaka agreed, and the headquarters dada made him practice his answer multiple times until he had it memorized. They then arranged Janaka to meet Baba. In the beginning, Baba started to ask him some common questions, and in the middle of the conversation, Baba asked, "How old are you?" Janaka replied, "Baba, I'm 29 and a half." Baba continued to ask, "Who else is in your family? Do you have any brothers and sisters?" Janaka answered, "I have one younger sister and one younger brother." Baba immediately asked, "How old is your brother?" Janaka replied, "He's 31 years old." "31 years old?" The story ends here and Janaka didn't become a Dada. Later, Baba told Dada, "I caught him." Baba said that Chinese people don't lie. Janaka wanted to become a Dada, but the headquarters' Dada wanted Janaka to tell Baba that he was 29 and a half years old. There was a rule that anyone who wanted to become a Dada had to be under 30. Janaka initially refused, saying, "I can't lie in front of Baba; I'm already 31 years old." The headquarters' Dada tried to persuade Janaka to change his answer, but he insisted on saying he was 31 years old. Finally, Janaka agreed, and the headquarters' Dada made him practice his answer multiple times until he had it memorized. They then arranged for Janaka to meet Baba. In the beginning, Baba started asking him some common questions, and in the middle of the conversation, Baba asked, "How old are you?" Janaka replied, "Baba, I'm 29 and a half." Baba continued to ask, "Who else is in your family? Do you have any brothers and sisters?" Janaka answered, "I have one younger sister and one younger brother." Baba immediately asked, "How old is your brother?" Janaka replied, "He's 31 years old. The story ends here, and Janaka didn't become a Dada. Later, Baba told Dada, "I caught him." Baba said that Chinese people don't lie.

10 phrasal verb

Get on and there's many more phrasal verbs with the word get so each of these have a different meaning they are phrasal verbs because they each have a preposition the preposition changes the meaning of the verb get so get up means something completely different than get off get over and get on so in today's lesson we are going to cover ten of the most common phrasal verbs we use in daily conversation and talking about our daily routines so the first phrasal verb I'm going to teach you today is one of my favorites and that is because it is my favorite thing to do in the world what am I talking about sleep in so I love to sleep and I love to sleep as late as possible on the weekend so that's what I mean by sleep in on the weekend I sleep in until well for me maybe not 11 AM but 10 AM on the weekend I sleep in until 10 AM what does this mean well usually I wake up very early usually I wake up at 6:00 AM but on the weekend I sleep longer than usual I stay in my bed longer than usual so that's what I mean by sleep in it's when you stay in your bed later than usual so you'll notice the preposition here is in the the verb is sleep together sleep in makes appraisal verb and here I have the definition again it means to stay in bed asleep longer than usual do you like to sleep in maybe you can write about that in the comments below the next phrasal verb I have here is get up so get up is usually the next thing we do in the morning when we get up it means we leave our bed I don't know about you I usually get up at 6:00 AM and that's because I have a dog who wakes me up so I get up at 6:00 AM maybe some people get up at 7:00 AM but this is again a really important phrasal verb to learn because every day we talk about what time did we get up I got up at 6:00 AM today yesterday I got up at 8:00 AM so the very important phrasal verb the next phrasal verb is one that maybe many of you don't know and that is the phrasal verb head so when you say the word head you probably think of this thing that's your head but head can also be a verb the verb head has different meanings in this case the verb head plus out means to leave the house so for many people who have work they head out in the morning I head out at 8:00 AM that's the time I leave my house so head out has a similar meaning to leave. And again in this case what is the preposition our preposition is out what is the verb head together head and out equals a phrasal verb so I head out at 8:00 AM what time do you head out at in the morning alright now let's look at some other phrasal verbs we use when we talk about our everyday routines this next phrasal verb I use a lot because it has to do with lunch so every day at lunch I take my lunch out of the refrigerator I go to the microwave and I heat up my lunch So what does this mean heat up has the word heat in it heat is a verb and it means to make something hot there's different ways to make food hot for example you might use an oven or a microwave but heat up means that you are making food hot and usually that food is leftovers leftovers is food that you have already cooked and put in the fridge now you are taking that food out of the fridge and making it hot again so if you think about this you make your lunch maybe the night before work then you go to work you put your lunch in the refrigerator when you take out your lunch and you put it in the microwave we call that heating up our food so I heat up my lunch in a microwave I might say to my friends at work oh you know I'll meet you for lunch soon I need to heat up my lunch so this means I need to make my lunch warm or hot by using a microwave or an apple OK the next phrasal verb is a very important one I talked to many learners about exercise and I know many of you like to exercise which is great there is a great phrasal verb we can use that has the same meaning as exercise and that is the phrasal verb work out so workout in this case work is the verb out is the preposition together they make a phrasal verb so workout means exercise I work out every day and workout can be different types of exercise it might be lifting weights it might be running or jogging so there are different ways to work out now this next word actually has to do with working out as well and that is the word warm up so warm can be it it's a verb up it's a preposition together these make up phrasal verbs warm up So what is the meaning of the phrasal verb warm up well it means preparing for an activity so for example before I workout or before I run I might walk this is preparing me for running so that is an example of warming up sometimes before I work out I stretch my arms I might do some jumping jacks so it's light activity or light exercise to prepare for working out we also use this maybe in the classroom your teacher might give you some exercises or activities to do to to wake up your brain so if your teacher might give you something too warm to help you warm up so it's a light or an easy version of an activity that you do to prepare yourself so we've now covered six different phrasal verbs we're going to cover four more that are very important to your everyday routine So this next phrasal verb I use a lot and that is meet up with somebody so we have here the verb meet we have a preposition up together they make a phrasal verb the meaning of the phrasal verb meet up is essentially it's the same like meat but we use it more informally so this is the type of verb we will use when we talk about seeing our friends or seeing people socially it's a very social burg we use it when we're talking about seeing people in a social context so I meet up with my friends at the cafe one way to remember this verb is if you think about the TV show friends the fixed friends Rachel Ross Monica Chandler Joey and Phoebe every day I think they would meet up at a coffee shop so if you can think about what those friends did every day you can remember this verb they meet up at a coffee shop the next phrasal verb is an important one as well go out so you probably know the verb go though is a very important verb in English it's usually one of the first birds people learn go out has a bit of a different meaning because remember when we take a verb and we add a preposition we create a new phrasal verb So what does go out mean well it means to leave the house specifically so I go out at 8:30 PM this means I leave my house at 8:30 PM you know sometimes we talk about teenagers what time are you going out at if you have if you know a teenager teenagers love going out this means they love leaving the house to see their friends the next phrasal verb is sort of along the same lines go out means to leave the house get in means to return to your home so this one is to leave where I get in is to return home so I get in at 10:00 PM you might talk about this in the past last night I went to a party I I got in at about midnight so this means return home and again we have that word get which is you know the verb we have in which is the preposition together what do we call them we call get in a phrasal verb OK so now we are going to look at the very last phrasal verb of our daily routines that we will talk about today so this next phrasal verb is my momma's favorite favorite phrasal verb and that is the phrasal verb tidy up So what does it mean to tidy up well it means to organize your things and to put things in the proper place so if you are a messy person maybe you have an apartment and it's a little messy and you have people coming to visit you probably want to tidy up your apartment so it's another way to say clean but we're talking more about organizing and putting you know your clothes into the closet maybe if you have the books on the table you pick them up and put them on the bookcase so when you tidy up you put things into the right place where they're supposed to go so here's a simple example I tidy up my apartment especially before people come over so we have covered 10 important phrasal verbs we use in everyday conversation so I wanted to thank you for watching and I also would like to invite you to take our quiz so you can get more practice on these verbs you can take our quiz at www.ingrid.com you can also subscribe to my YouTube channel there you will find a lot more resources and videos on all sorts of topics related to learning languages and learning English you can also check out my website at www.teacheremma.com there you can find some free resources on a variety of different English topics so thank you so much for watching and until next time take care

杨六郎

:杨老令公你久经沙场未尝一败,如今身陷这两狼山,想必你也清楚,这一劫是逃不过去了, :我要拔箭了号 :老令公,我大辽自萧太后以下无人敢出,无人敢不敬仰,本帅久慕老令公英名,还希望你能审时度势,我耶律休对天发誓, 只要老令公归顺我大辽,你的部下,本帅必定会网开一面, :七郎生死未卜,你再不下山,其中是有有劲挡不住他可能潘仁美居心叵测,七郎迟迟不归,恐怕他已经, :爹 :战前,智通大师曾说金沙滩双龙会, 七子去,六子回,原以为,有一子回不来了,如今,为父终于明白了,七子去,六子回,你可曾想过你武功不及你兄长,论神勇不及你七郎,为何只有你一个人活着,在众兄弟之中你最顺从为父,儿啊!你的毅力和隐忍超乎常人, :就因为孩儿是从小不曾违抗过爹,所以爹这回是要成全孩儿, :你可知道,北斗七星中,第六星开阳,主镇幽云之地,正是辽国克星,这才是玄机所在,

Saturday, September 2, 2023

America wants to keep No 1

He killed Japanese semiconducter business, Taiwan, Korea, Europian dollar, exploded Nord Gas Pipe, Made NATO toward Easternward, caused Russia had to have war with Ukraine,use 301 to fine many countries. Use American dollars as weapon, kill TSMC use Chip4, made TSMC has to move to America, made them lose money, 1. 本来就没有的事,美国可以把它炒成自己的筹码,中国要如何应对,是个难题。台積電是台湾的护户国神山,华为是中国精神的代表,看到他们各自是如何应对美国的打压,台湾多是殖民地的人,殖民心态表现无疑,没有自尊,把美国当爸爸,小日本当哥哥, 将亡之日可期, 2. 我想要来谈一下华为的最新手机MATE 60 PRO这件事情, 我不知道说是什么样子的情绪,我知道了各方的讨论度很高有些人呢是很开心啊有些人呢可能会觉得说哼有什么了不起之类的哈但是我这边呢先说一 个我对这件事情看法一个结论华为是不死鸟,而它现在呢, 已经展现出浴火重生的面貌,在过去这一段期间因为它是被美国从上到下然后全世界全方位打压的最重要的一家企业,你不管现在它的5G的基地台的这些项目或者是有关于华为的手机业务的这些晶片组的这些来源,它是方方面面各式各样全方位的打压,更不要忘了加拿大施压, 扣押孟晚舟,华为作为一个被美国这个全世界第一霸权所打压的一家企业,他现在能够浴火重生这些事情,这一段过程我对他报以高度的尊敬而且你可以预测到从它推出了Mate60Pro,它的在中国大陆内部的热销的一个状况来看的话,他的财务已经稳了,他的最坏状况已经过去了,那未来它的发展其实是相当惊人的所以我觉得我是从这个角度来看它的那个过程其实是很让人尊敬的好所以我今天就来谈一下就是华为这个整个的这个过程,其实我先从华为的财务状况说起如果你去把它过去这五年的财务报表就从2018, 2019,2000,2021年,到2022年这五年的财务报表,从美国开始制裁华为, 第一时间影响是有限,因为华为在5G基地台,有关于通讯的业务上面在全世界是独霸全球的,非常多的5G基地台的一些相关的专利,所以它的这些系统,设备,不管是ERICSSON 或者是Nokia只要跟华为打对台,其困难度都非常的高,但是美国在这一方面花了很大的精神, 不只是自己制栽华为,更重要的是他把所有他能够影响得到的国家,要求这些国家全部都不要用华为的基地台,这件事情它就会变成有一点蚕食的效应, 影响华为在全世界基地台的一些相关业务的推展,但是有真的打死吗?其实没有,原因很简单,因为终究其实美国能够施压的盟友国有限,因为华为的基地台这个部分,它确实是好用,同时可靠度特别的高,同时价钱又比较便宜, 所以对很多的国家来讲,它没有办法放弃华为的基地台, 但终究让他的成长受到限制第二个很重要的一个业务是手机,如果你摊开他过去的财务状况来看的话,华为最赚钱的业务其实是手机,过去有一段期间,他的手机一直都是中国大陆的No.1,尤其是高阶品牌,华为手机对于苹果在中国大陆的威胁性是有的,但是我觉得美国出手不纯粹是为了这件事情,他的出手是我要断掉你的金鸡母,我只有断掉你的金鸡母,你才没有钱去做更多的研发, 而这个时候对于美国的威胁性才能够降低,所以从基地台然后一直到5G的通信网路,然后再到手机,它各有不同的考量点,而目的就是只有把华为打死了,那它的展现出来的那一些研发能力才能够被让美国放心,第一时间那么华为做的事情就是手机的部分大量的收购手机芯片组,然后囤货或者库存到最高,可是你随着时间的流失,当然还是会受到影响,所以他在2020年的时候,当时他的整个的营业收入呢一口气蹿升到了8900多亿人民币的最高峰,可是2021年这些手机业务,他的晶片组就已经无以为继,它的手机业务也有点卖不动,加上说连这个作业系统, 然后这个应用软体也制裁,就是说包括了YouTube,FB,也不可以安装等等,这些都让华为的手机受到了重创,所以到了2021年的时候它的整个营收从8900多亿就立刻掉到了六千多亿,确实是华为很凄惨的谷底,当时这个黑暗隧道能不能走得出去,其实是要打一个问号的,到了去年公布了它的这个财报,其实在公布财报的时候,我就已经预判他的谷底已经快要过去了,因为2022年的总营收其实已经超越了2021年,虽然成长的幅度并不是很高,大概就是3.5%的成长,有了回升的一个基础,对华为而言,是重要的,当然过去这五年的财报当中,其实华为都是赚钱的,只不过他去年虽然营收有成长但他的获利只有四百多亿人民币,这个对华为来说是获利的谷底,所以营收的谷底在2021,获利的谷底在2022年,到了今年的上半年,他刚才公布了财报他的上半年的营收其实比去年的上半年又成长了,虽然成长的幅度不高,大概4%的成长,但他的获利很惊人,营收成长有限,获利很惊人代表他找到了更多其实获利薄利率很高的一些产业可能也意味着他之前的很多业务有一些很大的调整,他的获利是去年同期的两倍,他今年上半年获利460多亿人民币,比去年全年的420多亿人民币都还要来得高,所以又能够赚钱这个时候其实从财务的角度来讲他已经不死了,他已经是不死鸟了,他已经是没有办法被制裁到死的一家企业,但是现在关键点来了,因为对于这个美国而言他最忌惮的除了你的基地这些除了你的5g的这些通讯网络设备之外呢他最忌惮的其实还是华为的手机,因为中国大陆是一个很大的市场那么在这个市场当中呢其实他的手机就足以让他获利生存,而且生存得很好,所以他很忌惮华为的手机,华为的手机其实在第一时间因为晶片组买不到等等,所以他必须要把一部分的这一个品牌整个给移出华为,他的手机的销售量也不断不断的下滑,从本来在中国大陆的排名第一然后一路的下滑一度还排到十名之外但是呢他在去年他在中国大陆的手机销售量其实已经占比回升到了第六名,第六名当然也并不高,市占率其实也非常的低,可是到了今年上半年第二季的时候,他的手机市占率其实已经来到了第五名,前面当然还有好几家的公司好几家的品牌,可是你不要忘了其实一直到今年上半年为止,华为都只能够生产4G手机,在5G的时代他卖4G手机,可以卖到第五名,你必须说中国大陆整个人民,对于华为的支持,那真的是非常非常的强烈,其实在今年上半年的成绩单出炉之前,我们就看到说在今年的七月的时候,路透社就有内幕消息,指出华为非常有可能会在年底之前就推出5g手机,所以其实全世界的这一些科技业界的人也都在观察说,因为是5G跟4G终究在很多的科技的能量上面是有很大的差别的,所以路透社的讯息,背后一定有他的基础在,大家就在观察说华为真的能够推出5g手机吗?这才是所有的关键点当中的关键点,现在看到华为8月29号突然在它的官网当中,没有太多的宣传,就是一个简单的网页说这个它的Mate60Pro开卖,然后正式的这个销售时间是9月12号,就这么一个简单的一件事情,就立刻引起了震撼,因为它前面还在是试卖期,8月29号是试卖,那么抢到的人当然都是科技迷或者我们必须说可能绝大多数是华为迷,那么在第一时间就要去做各式各样的测试,测试什么呢?第一个要测试他的网速,有网速来决定它到底是4G手机还是5g手机,第二个就是他的官宣的重点,他没有再去特别的宣传说我的晶片组是什么样的晶片组,然后我里面的工艺制程到什么样的制程你知道在台湾最在乎的就是你是几奈米? 你是5奈米的,还是7奈米的?还14奈米的?他的工艺制程, 晶片组的工艺制程,因为它会牵涉到他的推动的力量,这些事情也是科技迷最关注的,第三件事情他的官宣重点是卫星手机,所以如果说是卫星手机的话它其实也是一个极大的科技突破,很的手机厂商都在尝试着希望能够推动卫星手机,虽然短期之内看卫星手机的用途并不是很大,尤其在中国大陆内部它的5g的网路其实是非常密密麻麻的,密布在全中国大陆地方,那所以你真的要用到说没有基地台,我要用卫星手机那个几率是不大的,但是呢卫生总结和象征的是一个极大的科技突破,去年华为当时就提出来说它在卫星通话上面有所突破,那时候呢大陆的科技专家还有一点点半信半疑地说恐怕只是很简单的一些功能比如说传传讯息而已,你要到我能够通话,有几个科技上面的突破口是很难突破的,比如说你要跟这么高的卫星要去通话对不起那个手机的天线必须要很长很长很长,你要收在一个小小的手机里头,几乎是不可能的事情,所以你要把天线,强而有力的天线微型化到一个手机能够几乎看不出来,可得是个很大很大的科技突破,才能够做得到,第二个要突破的事情是,你要跟这么远的卫星去连线,然后而不是跟附近的基地台连线,通常来讲要耗很大的功耗,那你要怎么去做到说我能够跟卫星通话的时候还能够低功耗,而不至于让手机过热到几乎无法运作,这件事情本身也是一个很大的一个困难点,所以很多专家认为五到十年之内,所有的手机厂都无法突破,没想到这一次他宣布他突破了,所以这三个很重要的观察点,也是所有的科技的这些极客们,他们最主要的这个去测试的点,那第一个5g手机测试点, 我现在看到的所有的资料包括台湾的资料也都认为他确实是5g手机,当然我必须说台湾没有实际上没有人拿到手机可以做测试所以必须要引入的都是中国大陆的这些测试,而中国大陆这些科技人的测试,他们其实都有很明确的这种科技的资料来做佐证,并不是随便的说他真的是,那种因为有太多的来源而且都有一些实测的数据资料所以大致说起来也没有人怀疑他不是5G手机所以第一个他确实是5g手机,那第二个部分在卫星手机的部分实测的结果他也确实是卫星手机,当然有一些实测认为卫星手机的状态之下,似乎有过热的压力在, 这件事情确实等到未来会有更多更多的这些数据出来,第三个部分是他的官宣没有特别重视,但是台湾最重视的就是啊你的晶片组到底哪里来的?你是不是又依赖台积电,你能摆脱对台积电的依赖吗?我觉得到目前为止这个是华为在官宣上面没有特别声明的地方,所以留下了很多疑问,不过至少到目前为止,那么大陆的科技人, 他们所做的测试看到后面的晶片组第一它是中国大陆制造而并不是台积电所制造的它是麒麟9000没有错,那么所以呢这整个的过程可能它已经不再依赖台积电,因为台积电也不能出货给华为,很多人认为这是不是早年的库存,我必须要说你如果去盘点他过去的4G手机的出货量来看的话它库存量应该都已经消耗殆尽,所以要说他是台积电以前的库存货,我是要打一个大的问号的,第三件事情我觉得还要等到他大量出货了之后呢大家会有更多更多比较详细的一些报道,但无论如何我在这边从财务的角度来讲我刚刚讲就总营收来讲他已经经历过了谷底,从获利的角度来讲他也经历过了谷底的,而以他现在所公布的五大业务来看,第一大业务当然都是属于这一些机器台设备,就是5g设备的这些相关的这一些收入。第二名其实就是终端收入,也就是手机收入,开启手机收入,谷底已过像我刚刚提到的他在手机的业务上在中国大陆其实他在第二季已经爬升到了第五名,市占率已经爬升到了第五名,如果以高阶手机而言,他已经回升到了第一名,那么现在这个mate60Pro在中国大陆引起的那个震撼程度是很惊人的,很多人都不断地说买不到买不到怎么订不到订不到,他的官网上面的预订量现在是一亿,一亿台的预购量,当然这里面可能有over booking的部分,但是你即便去除掉那个over booking的部分,你要知道华为今年呢他预测它的全年的手机出货量上修了,但上修也只有四千万台,那现在9月12号推出的Mate六十Pro,按照中国大陆这样子的疯狂的抢购的这样一个状况,我可以预料得到大概他出货多少就能够卖掉多少,而这对于他的业务收入的进补程度是很难想象的, 我们光是从财务的状况来讲,他已经打不死了,而第二部分在科技突破的部分,它有几个重要的科技突破,不管我们刚刚所提到的5G手机在美国的全力的制裁之下,它的5g手机还是推出来了,然后他的卫星手机这件事情至少是所有的手机品牌当中,大概最早突破的,至於工艺制成的部分,等到他开始就销售的时候后面的这一个晶片我相信很多人会有很多很多的检测,那时候会有更多的讯息出来,所以这三个领域来看, 你都可以看出来在全面科技制裁的情况之下,科技突破的部分他已经展现出了成绩,所以不管是财务成绩,科技突破的成绩,这些成绩单来看的话,这件事情都显现出他已经打不死,我最后要提一点就是,其实我对他最尊敬的一件事情是他不管在任何情况之下,他不放弃研发,所以我们看到美国商务部长雷蒙多在访问中国大陆之前,还警告华为说你继续研发的话,我们要更加重对你的制裁,可是恐怕这个制裁已经不再发挥它的效果了,在过去这一段期间那么华为本来就是中国大陆的企业当中研发占营收的比重最高的一个企业,按照最新的数据来看它的研发的经费是它营收的25%,因为它每收入一百元不是赚到的是每收入一百元,至少有250元是投入研发的,这个比他的获利都还要来得多,像他今年上半年它的营收是3000亿人民币,而他的获利是460亿人民币,它的研发经费超过800亿人民币比他的获利都还要来得多,所以他愿意投入这么多的研发经费,所以他今天能够在被制裁的情况之下才有所突破的一个最重要的关键点,台湾的企业,在研发的比例一直不是太高,当然有跟我们的中小企业结构其实是有很大的关系,我们研发经费最大的其实就是台积电,大家非常熟悉台积电的研发比例其实占营收的比重一直是最高的,其实它在过去这一段期间研发经费比如说的比重也一直在成长,今年第二季已经是他最近这几年这个研发经费占营收比重最高的一季,8.9%不到10%,当然台积电的研发是很有成效的,可是当你看到华为可以在被打压前途未明的情况之下,他还愿意全力的去衝刺它的研发,而目前成绩看起来,也确实有一定的成绩单,所以你可以对华为有各种情绪,但是从我的角度来讲,就是我尊敬一个爱遇到逆境而绝不退缩的企业,这种企业精神才是我今天要谈华为的重要原因。 本来就没有的事,美国可以把它炒成自己的筹码,中国要如何应对,是个难题。台极电是台湾的户国神山,华为是中国精神的代表,看到他们各自是如何应对美国的打压,台湾多是殖民地的人,殖民心态表现无疑,没有自尊,把美国当爸爸,小日本当哥哥, 将亡之日可以期, 我想要来谈一下华为的最新手机MAT 60 PRO这件事情, 我不知道说是什么样子的情绪,我知道了各方的讨论度很高有些人呢是很开心啊有些人呢可能会觉得说哼有什么了不起之类的哈但是我这边呢先说一 个我对这件事情看法一个结论华为是不死鸟,而它现在呢, 已经展现出浴火重生的面貌,在过去这一段期间因为它是被美国从上到下然后全世界全方位打压的最重要的一家企业,你不管现在它的5G的基地台的这些项目或者是有关于华为的手机业务的这些晶片组的这些来源,它是方方面面各式各样全方位的打压,更不要忘了加拿大施压, 扣押孟晚舟,华为作为一个被美国这个全世界第一霸权所打压的一家企业,他现在能够浴火重生这些事情,这一段过程我对他报以高度的尊敬而且你可以预测到从它推出了Mate60Pro,它的在中国大陆内部的热销的一个状况来看的话,他的财务已经稳了,他的最坏状况已经过去了,那未来它的发展其实是相当惊人的所以我觉得我是从这个角度来看它的那个过程其实是很让人尊敬的好所以我今天就来谈一下就是华为这个整个的这个过程,其实我先从华为的财务状况说起如果你去把它过去这五年的财务报表就从2018, 2019,2000,2021年,到2022年这五年的财务报表,从美国开始制裁华为, 第一时间影响是有限,因为华为在5G基地台,有关于通讯的业务上面在全世界是独霸全球的,非常多的5G基地台的一些相关的专利,所以它的这些系统,设备,不管是ERICSSON 或者是Nokia只要跟华为打对台,其困难度都非常的高,但是美国在这一方面花了很大的精神, 不只是自己制栽华为,更重要的是他把所有他能够影响得到的国家,要求这些国家全部都不要用华为的基地台,这件事情它就会变成有一点蚕食的效应, 影响华为在全世界基地台的一些相关业务的推展,但是有真的打死吗?其实没有,原因很简单,因为终究其实美国能够施压的盟友国有限,因为华为的基地台这个部分,它确实是好用,同时可靠度特别的高,同时价钱又比较便宜, 所以对很多的国家来讲,它没有办法放弃华为的基地台, 但终究让他的成长受到限制第二个很重要的一个业务是手机,如果你摊开他过去的财务状况来看的话,华为最赚钱的业务其实是手机,过去有一段期间,他的手机一直都是中国大陆的No.1,尤其是高阶品牌,华为手机对于苹果在中国大陆的威胁性是有的,但是我觉得美国出手不纯粹是为了这件事情,他的出手是我要断掉你的金鸡母,我只有断掉你的金鸡母,你才没有钱去做更多的研发, 而这个时候对于美国的威胁性才能够降低,所以从基地台然后一直到5G的通信网路,然后再到手机,它各有不同的考量点,而目的就是只有把华为打死了,那它的展现出来的那一些研发能力才能够被让美国放心,第一时间那么华为做的事情就是手机的部分大量的收购手机芯片组,然后囤货或者库存到最高,可是你随着时间的流失,当然还是会受到影响,所以他在2020年的时候,当时他的整个的营业收入呢一口气蹿升到了8900多亿人民币的最高峰,可是2021年这些手机业务,他的晶片组就已经无以为继,它的手机业务也有点卖不动,加上说连这个作业系统, 然后这个应用软体也制裁,就是说包括了YouTube,FB,也不可以安装等等,这些都让华为的手机受到了重创,所以到了2021年的时候它的整个营收从8900多亿就立刻掉到了六千多亿,确实是华为很凄惨的谷底,当时这个黑暗隧道能不能走得出去,其实是要打一个问号的,到了去年公布了它的这个财报,其实在公布财报的时候,我就已经预判他的谷底已经快要过去了,因为2022年的总营收其实已经超越了2021年,虽然成长的幅度并不是很高,大概就是3.5%的成长,有了回升的一个基础,对华为而言,是重要的,当然过去这五年的财报当中,其实华为都是赚钱的,只不过他去年虽然营收有成长但他的获利只有四百多亿人民币,这个对华为来说是获利的谷底,所以营收的谷底在2021,获利的谷底在2022年,到了今年的上半年,他刚才公布了财报他的上半年的营收其实比去年的上半年又成长了,虽然成长的幅度不高,大概4%的成长,但他的获利很惊人,营收成长有限,获利很惊人代表他找到了更多其实获利薄利率很高的一些产业可能也意味着他之前的很多业务有一些很大的调整,他的获利是去年同期的两倍,他今年上半年获利460多亿人民币,比去年全年的420多亿人民币都还要来得高,所以又能够赚钱这个时候其实从财务的角度来讲他已经不死了,他已经是不死鸟了,他已经是没有办法被制裁到死的一家企业,但是现在关键点来了,因为对于这个美国而言他最忌惮的除了你的基地这些除了你的5g的这些通讯网络设备之外呢他最忌惮的其实还是华为的手机,因为中国大陆是一个很大的市场那么在这个市场当中呢其实他的手机就足以让他获利生存,而且生存得很好,所以他很忌惮华为的手机,华为的手机其实在第一时间因为晶片组买不到等等,所以他必须要把一部分的这一个品牌整个给移出华为,他的手机的销售量也不断不断的下滑,从本来在中国大陆的排名第一然后一路的下滑一度还排到十名之外但是呢他在去年他在中国大陆的手机销售量其实已经占比回升到了第六名,第六名当然也并不高,市占率其实也非常的低,可是到了今年上半年第二季的时候,他的手机市占率其实已经来到了第五名,前面当然还有好几家的公司好几家的品牌,可是你不要忘了其实一直到今年上半年为止,华为都只能够生产4G手机,在5G的时代他卖4G手机,可以卖到第五名,你必须说中国大陆整个人民,对于华为的支持,那真的是非常非常的强烈,其实在今年上半年的成绩单出炉之前,我们就看到说在今年的七月的时候,路透社就有内幕消息,指出华为非常有可能会在年底之前就推出5g手机,所以其实全世界的这一些科技业界的人也都在观察说,因为是5G跟4G终究在很多的科技的能量上面是有很大的差别的,所以路透社的讯息,背后一定有他的基础在,大家就在观察说华为真的能够推出5g手机吗?这才是所有的关键点当中的关键点,现在看到华为8月29号突然在它的官网当中,没有太多的宣传,就是一个简单的网页说这个它的Mate60Pro开卖,然后正式的这个销售时间是9月12号,就这么一个简单的一件事情,就立刻引起了震撼,因为它前面还在是试卖期,8月29号是试卖,那么抢到的人当然都是科技迷或者我们必须说可能绝大多数是华为迷,那么在第一时间就要去做各式各样的测试,测试什么呢?第一个要测试他的网速,有网速来决定它到底是4G手机还是5g手机,第二个就是他的官宣的重点,他没有再去特别的宣传说我的晶片组是什么样的晶片组,然后我里面的工艺制程到什么样的制程你知道在台湾最在乎的就是你是几奈米? 你是5奈米的,还是7奈米的?还14奈米的?他的工艺制程, 晶片组的工艺制程,因为它会牵涉到他的推动的力量,这些事情也是科技迷最关注的,第三件事情他的官宣重点是卫星手机,所以如果说是卫星手机的话它其实也是一个极大的科技突破,很的手机厂商都在尝试着希望能够推动卫星手机,虽然短期之内看卫星手机的用途并不是很大,尤其在中国大陆内部它的5g的网路其实是非常密密麻麻的,密布在全中国大陆地方,那所以你真的要用到说没有基地台,我要用卫星手机那个几率是不大的,但是呢卫生总结和象征的是一个极大的科技突破,去年华为当时就提出来说它在卫星通话上面有所突破,那时候呢大陆的科技专家还有一点点半信半疑地说恐怕只是很简单的一些功能比如说传传讯息而已,你要到我能够通话,有几个科技上面的突破口是很难突破的,比如说你要跟这么高的卫星要去通话对不起那个手机的天线必须要很长很长很长,你要收在一个小小的手机里头,几乎是不可能的事情,所以你要把天线,强而有力的天线微型化到一个手机能够几乎看不出来,可得是个很大很大的科技突破,才能够做得到,第二个要突破的事情是,你要跟这么远的卫星去连线,然后而不是跟附近的基地台连线,通常来讲要耗很大的功耗,那你要怎么去做到说我能够跟卫星通话的时候还能够低功耗,而不至于让手机过热到几乎无法运作,这件事情本身也是一个很大的一个困难点,所以很多专家认为五到十年之内,所有的手机厂都无法突破,没想到这一次他宣布他突破了,所以这三个很重要的观察点,也是所有的科技的这些极客们,他们最主要的这个去测试的点,那第一个5g手机测试点, 我现在看到的所有的资料包括台湾的资料也都认为他确实是5g手机,当然我必须说台湾没有实际上没有人拿到手机可以做测试所以必须要引入的都是中国大陆的这些测试,而中国大陆这些科技人的测试,他们其实都有很明确的这种科技的资料来做佐证,并不是随便的说他真的是,那种因为有太多的来源而且都有一些实测的数据资料所以大致说起来也没有人怀疑他不是5G手机所以第一个他确实是5g手机,那第二个部分在卫星手机的部分实测的结果他也确实是卫星手机,当然有一些实测认为卫星手机的状态之下,似乎有过热的压力在, 这件事情确实等到未来会有更多更多的这些数据出来,第三个部分是他的官宣没有特别重视,但是台湾最重视的就是啊你的晶片组到底哪里来的?你是不是又依赖台积电,你能摆脱对台积电的依赖吗?我觉得到目前为止这个是华为在官宣上面没有特别声明的地方,所以留下了很多疑问,不过至少到目前为止,那么大陆的科技人, 他们所做的测试看到后面的晶片组第一它是中国大陆制造而并不是台积电所制造的它是麒麟9000没有错,那么所以呢这整个的过程可能它已经不再依赖台积电,因为台积电也不能出货给华为,很多人认为这是不是早年的库存,我必须要说你如果去盘点他过去的4G手机的出货量来看的话它库存量应该都已经消耗殆尽,所以要说他是台积电以前的库存货,我是要打一个大的问号的,第三件事情我觉得还要等到他大量出货了之后呢大家会有更多更多比较详细的一些报道,但无论如何我在这边从财务的角度来讲我刚刚讲就总营收来讲他已经经历过了谷底,从获利的角度来讲他也经历过了谷底的,而以他现在所公布的五大业务来看,第一大业务当然都是属于这一些机器台设备,就是5g设备的这些相关的这一些收入。第二名其实就是终端收入,也就是手机收入,开启手机收入,谷底已过像我刚刚提到的他在手机的业务上在中国大陆其实他在第二季已经爬升到了第五名,市占率已经爬升到了第五名,如果以高阶手机而言,他已经回升到了第一名,那么现在这个mate60Pro在中国大陆引起的那个震撼程度是很惊人的,很多人都不断地说买不到买不到怎么订不到订不到,他的官网上面的预订量现在是一亿,一亿台的预购量,当然这里面可能有over booking的部分,但是你即便去除掉那个over booking的部分,你要知道华为今年呢他预测它的全年的手机出货量上修了,但上修也只有四千万台,那现在9月12号推出的Mate六十Pro,按照中国大陆这样子的疯狂的抢购的这样一个状况,我可以预料得到大概他出货多少就能够卖掉多少,而这对于他的业务收入的进补程度是很难想象的, 我们光是从财务的状况来讲,他已经打不死了,而第二部分在科技突破的部分,它有几个重要的科技突破,不管我们刚刚所提到的5G手机在美国的全力的制裁之下,它的5g手机还是推出来了,然后他的卫星手机这件事情至少是所有的手机品牌当中,大概最早突破的,至於工艺制成的部分,等到他开始就销售的时候后面的这一个晶片我相信很多人会有很多很多的检测,那时候会有更多的讯息出来,所以这三个领域来看, 你都可以看出来在全面科技制裁的情况之下,科技突破的部分他已经展现出了成绩,所以不管是财务成绩,科技突破的成绩,这些成绩单来看的话,这件事情都显现出他已经打不死,我最后要提一点就是,其实我对他最尊敬的一件事情是他不管在任何情况之下,他不放弃研发,所以我们看到美国商务部长雷蒙多在访问中国大陆之前,还警告华为说你继续研发的话,我们要更加重对你的制裁,可是恐怕这个制裁已经不再发挥它的效果了,在过去这一段期间那么华为本来就是中国大陆的企业当中研发占营收的比重最高的一个企业,按照最新的数据来看它的研发的经费是它营收的25%,因为它每收入一百元不是赚到的是每收入一百元,至少有250元是投入研发的,这个比他的获利都还要来得多,像他今年上半年它的营收是3000亿人民币,而他的获利是460亿人民币,它的研发经费超过800亿人民币比他的获利都还要来得多,所以他愿意投入这么多的研发经费,所以他今天能够在被制裁的情况之下才有所突破的一个最重要的关键点,台湾的企业,在研发的比例一直不是太高,当然有跟我们的中小企业结构其实是有很大的关系,我们研发经费最大的其实就是台积电,大家非常熟悉台积电的研发比例其实占营收的比重一直是最高的,其实它在过去这一段期间研发经费比如说的比重也一直在成长,今年第二季已经是他最近这几年这个研发经费占营收比重最高的一季,8.9%不到10%,当然台积电的研发是很有成效的,可是当你看到华为可以在被打压前途未明的情况之下,他还愿意全力的去衝刺它的研发,而目前成绩看起来,也确实有一定的成绩单,所以你可以对华为有各种情绪,但是从我的角度来讲,就是我尊敬一个爱遇到逆境而绝不退缩的企业,这种企业精神才是我今天要谈华为的重要原因。 本來就沒有的事,美國可以把它炒成自己的籌碼,中國要如何應對,是個難題。 台極電是台灣的戶國神山,華為是中國精神的代表,看到他們各自是如何應對美國的打壓,臺灣多是殖民地的人,殖民心態表現無疑,沒有自尊,把美國當爸爸,小日本當哥哥, 將亡之日可以期, 我想要來談一下華為的最新手機MAT 60 PRO這件事情, 我不知道說是什麼樣子的情緒,我知道了各方的討論度很高有些人呢是很開心啊有些人呢可能會覺得說哼有什麼了不起之類的哈但是我這邊呢先說一 個我對這件事情看法一個結論華為是不死鳥,而它現在呢, 已經展現出浴火重生的面貌, 在過去這一段期間因為它是被美國從上到下然後全世界全方位打壓的最重要的一家企業,你不管現在它的5G的基地台的這些專案或者是有關於華為的手機業務的這些晶片組的這些來源,它是方方面面各式各樣全方位的打壓,更不要忘了加拿大施壓, 扣押孟晚舟,華為作為一個被美國這個全世界第一霸權所打壓的一家企業,他現在能夠浴火重生這些事情, 這一段過程我對他報以高度的尊敬而且你可以預測到從它推出了Mate60Pro,它的在中國大陸內部的熱銷的一個狀況來看的話,他的財務已經穩了,他的最壞狀況已經過去了,那未來它的發展其實是相當驚人的所以我覺得我是從這個角度來看它的那個過程其實是很讓人尊敬的好所以我今天就來談一下就是華為這個整個的這個過程, 其實我先從華為的財務狀況說起如果你去把它過去這五年的財務報表就從2018, 2019,2000,2021年,到2022年這五年的財務報表,從美國開始制裁華為, 第一時間影響是有限,因為華為在5G基地台,有關於通訊的業務上面在全世界是獨霸全球的,非常多的5G基地台的一些相關的專利,所以它的這些系統,設備,不管是ERICSSON 或者是Nokia只要跟華為打對台,其困難度都非常的高,但是美國在這一方面花了很大的精神, 不只是自己制栽華為,更重要的是他把所有他能夠影響得到的國家,要求這些國家全部都不要用華為的基地臺,這件事情它就會變成有一點蠶食的效應, 影響華為在全世界基地台的一些相關業務的推展,但是有真的打死嗎? 其實沒有,原因很簡單,因為終究其實美國能夠施壓的盟友國有限,因為華為的基地台這個部分,它確實是好用,同時可靠度特別的高,同時價錢又比較便宜, 所以對很多的國家來講,它沒有辦法放棄華為的基地台, 但終究讓他的成長受到限制第二個很重要的一個業務是手機,如果你攤開他過去的財務狀況來看的話,華為最賺錢的業務其實是手機,過去有一段期間, 他的手機一直都是中國大陸的No.1,尤其是高階品牌,華為手機對於蘋果在中國大陸的威脅性是有的,但是我覺得美國出手不純粹是為了這件事情,他的出手是我要斷掉你的金雞母,我只有斷掉你的金雞母,你才沒有錢去做更多的研發, 而這個時候對於美國的威脅性才能夠降低,所以從基地台然後一直到5G的通信網路,然後再到手機,它各有不同的考量點, 而目的就是只有把華為打死了,那它的展現出來的那一些研發能力才能夠被讓美國放心,第一時間那麼華為做的事情就是手機的部分大量的收購手機晶元組,然後囤貨或者庫存到最高,可是你隨著時間的流失,當然還是會受到影響,所以他在2020年的時候,當時他的整個的營業收入呢一口氣躥升到了8900多億人民幣的最高峰,可是2021年這些手機業務, 他的晶片組就已經無以為繼,它的手機業務也有點賣不動,加上說連這個作業系統, 然後這個應用軟體也制裁,就是說包括了YouTube,FB,也不可以安裝等等,這些都讓華為的手機受到了重創,所以到了2021年的時候它的整個營收從8900多億就立刻掉到了六千多億,確實是華為很淒慘的谷底,當時這個黑暗隧道能不能走得出去,其實是要打一個問號的, 到了去年公佈了它的這個財報,其實在公佈財報的時候,我就已經預判他的谷底已經快要過去了,因為2022年的總營收其實已經超越了2021年,雖然成長的幅度並不是很高,大概就是3.5%的成長,有了回升的一個基礎,對華為而言,是重要的,當然過去這五年的財報當中,其實華為都是賺錢的,只不過他去年雖然營收有成長但他的獲利只有四百多億人民幣,這個對華為來說是獲利的谷底,所以營收的谷底在2021,獲利的谷底在2022年,到了今年的上半年,他剛才公佈了財報他的上半年的營收其實比去年的上半年又成長了,雖然成長的幅度不高, 大概4%的成長,但他的獲利很驚人,營收成長有限,獲利很驚人代表他找到了更多其實獲利薄利率很高的一些產業可能也意味著他之前的很多業務有一些很大的調整,他的獲利是去年同期的兩倍,他今年上半年獲利460多億人民幣,比去年全年的420多億人民幣都還要來得高,所以又能夠賺錢這個時候其實從財務的角度來講他已經不死了,他已經是不死鳥了, 他已經是沒有辦法被制裁到死的一家企業,但是現在關鍵點來了,因為對於這個美國而言他最忌憚的除了你的基地這些除了你的5g的這些通訊網路設備之外呢他最忌憚的其實還是華為的手機,因為中國大陸是一個很大的市場那麼在這個市場當中呢其實他的手機就足以讓他獲利生存,而且生存得很好,所以他很忌憚華為的手機, 華為的手機其實在第一時間因為晶片組買不到等等,所以他必須要把一部分的這一個品牌整個給移出華為,他的手機的銷售量也不斷不斷的下滑,從本來在中國大陸的排名第一然後一路的下滑一度還排到十名之外但是呢他在去年他在中國大陸的手機銷售量其實已經佔比回升到了第六名,第六名當然也並不高,市佔率其實也非常的低,可是到了今年上半年第二季的時候, 他的手機市佔率其實已經來到了第五名,前面當然還有好幾家的公司好幾家的品牌,可是你不要忘了其實一直到今年上半年為止,華為都只能夠生產4G手機,在5G的時代他賣4G手機,可以賣到第五名,你必須說中國大陸整個人民,對於華為的支援,那真的是非常非常的強烈,其實在今年上半年的成績單出爐之前,我們就看到說在今年的七月的時候,路透社就有內幕消息,指出華為非常有可能會在年底之前就推出5g手機,所以其實全世界的這一些科技業界的人也都在觀察說,因為是5G跟4G終究在很多的科技的能量上面是有很大的差別的,所以路透社的訊息,背後一定有他的基礎在,大家就在觀察說華為真的能夠推出5g手機嗎? 這才是所有的關鍵點當中的關鍵點,現在看到華為8月29號突然在它的官網當中,沒有太多的宣傳,就是一個簡單的網頁說這個它的Mate60Pro開賣,然後正式的這個銷售時間是9月12號,就這麼一個簡單的一件事情,就立刻引起了震撼,因為它前面還在是試賣期,8月29號是試賣,那麼搶到的人當然都是科技迷或者我們必須說可能絕大多數是華為迷, 那麼在第一時間就要去做各式各樣的測試,測試什麼呢? 第一個要測試他的網速,有網速來決定它到底是4G手機還是5g手機,第二個就是他的官宣的重點,他沒有再去特別的宣傳說我的晶片組是什麼樣的晶片組,然後我裡面的工藝製程到什麼樣的製程你知道在臺灣最在乎的就是你是幾奈米? 你是5奈米的,還是7奈米的? 還14奈米的?他的工藝製程, 晶片組的工藝製程,因為它會牽涉到他的推動的力量,這些事情也是科技迷最關注的,第三件事情他的官宣重點是衛星手機,所以如果說是衛星手機的話它其實也是一個極大的科技突破,很的手機廠商都在嘗試著希望能夠推動衛星手機,雖然短期之內看衛星手機的用途並不是很大,尤其在中國大陸內部它的5g的網路其實是非常密密麻麻的, 密佈在全中國大陸地方,那所以你真的要用到說沒有基地台,我要用衛星手機那個幾率是不大的,但是呢衛生總結和象徵的是一個極大的科技突破,去年華為當時就提出來說它在衛星通話上面有所突破,那時候呢大陸的科技專家還有一點點半信半疑地說恐怕只是很簡單的一些功能比如說傳傳訊息而已,你要到我能夠通話,有幾個科技上面的突破口是很難突破的, 比如說你要跟這麼高的衛星要去通話對不起那個手機的天線必須要很長很長很長,你要收在一個小小的手機裡頭,幾乎是不可能的事情,所以你要把天線,強而有力的天線微型化到一個手機能夠幾乎看不出來,可得是個很大很大的科技突破,才能夠做得到,第二個要突破的事情是,你要跟這麼遠的衛星去連線,然後而不是跟附近的基地台連線,通常來講要耗很大的功耗, 那你要怎麼去做到說我能夠跟衛星通話的時候還能夠低功耗,而不至於讓手機過熱到幾乎無法運作,這件事情本身也是一個很大的一個困難點,所以很多專家認為五到十年之內,所有的手機廠都無法突破,沒想到這一次他宣佈他突破了,所以這三個很重要的觀察點,也是所有的科技的這些極客們,他們最主要的這個去測試的點,那第一個5g手機測試點, 我現在看到的所有的資料包括臺灣的資料也都認為他確實是5g手機,當然我必須說臺灣沒有實際上沒有人拿到手機可以做測試所以必須要引入的都是中國大陸的這些測試,而中國大陸這些科技人的測試,他們其實都有很明確的這種科技的資料來做佐證,並不是隨便的說他真的是, 那種因為有太多的來源而且都有一些實測的數據資料所以大致說起來也沒有人懷疑他不是5G手機所以第一個他確實是5g手機,那第二個部分在衛星手機的部分實測的結果他也確實是衛星手機,當然有一些實測認為衛星手機的狀態之下,似乎有過熱的壓力在, 這件事情確實等到未來會有更多更多的這些數據出來,第三個部分是他的官宣沒有特別重視, 但是臺灣最重視的就是啊你的晶片組到底哪裡來的? 你是不是又依賴台積電,你能擺脫對台積電的依賴嗎? 我覺得到目前為止這個是華為在官宣上面沒有特別聲明的地方,所以留下了很多疑問,不過至少到目前為止,那麼大陸的科技人, 他們所做的測試看到後面的晶片組第一它是中國大陸製造而並不是台積電所製造的它是麒麟9000沒有錯,那麼所以呢這整個的過程可能它已經不再依賴台積電,因為台積電也不能出貨給華為,很多人認為這是不是早年的庫存, 我必須要說你如果去盤點他過去的4G手機的出貨量來看的話它庫存量應該都已經消耗殆盡,所以要說他是台積電以前的庫存貨,我是要打一個大的問號的,第三件事情我覺得還要等到他大量出貨了之後呢大家會有更多更多比較詳細的一些報導,但無論如何我在這邊從財務的角度來講我剛剛講就總營收來講他已經經歷過了谷底,從獲利的角度來講他也經歷過了谷底的, 而以他現在所公佈的五大業務來看,第一大業務當然都是屬於這一些機器台設備,就是5g設備的這些相關的這一些收入。第二名其實就是終端收入,也就是手機收入,開啟手機收入,谷底已過像我剛剛提到的他在手機的業務上在中國大陸其實他在第二季已經爬升到了第五名,市佔率已經爬升到了第五名,如果以高階手機而言,他已經回升到了第一名,那麼現在這個mate60Pro在中國大陸引起的那個震撼程度是很驚人的,很多人都不斷地說買不到買不到怎麼訂不到訂不到, 他的官網上面的預訂量現在是一億,一億台的預購量,當然這裡面可能有over booking的部分,但是你即便去除掉那個over booking的部分,你要知道華為今年呢他預測它的全年的手機出貨量上修了,但上修也只有四千萬台,那現在9月12號推出的Mate六十Pro,按照中國大陸這樣子的瘋狂的搶購的這樣一個狀況, 我可以預料得到大概他出貨多少就能夠賣掉多少,而這對於他的業務收入的進補程度是很難想像的, 我們光是從財務的狀況來講,他已經打不死了,而第二部分在科技突破的部分,它有幾個重要的科技突破,不管我們剛剛所提到的5G手機在美國的全力的制裁之下,它的5g手機還是推出來了,然後他的衛星手機這件事情至少是所有的手機品牌當中,大概最早突破的, 至於工藝製成的部分,等到他開始就銷售的時候後面的這一個晶片我相信很多人會有很多很多的檢測,那時候會有更多的訊息出來,所以這三個領域來看, 你都可以看出來在全面科技制裁的情況之下,科技突破的部分他已經展現出了成績,所以不管是財務成績,科技突破的成績,這些成績單來看的話,這件事情都顯現出他已經打不死,我最後要提一點就是, 其實我對他最尊敬的一件事情是他不管在任何情況之下,他不放棄研發,所以我們看到美國商務部長雷蒙多在訪問中國大陸之前,還警告華為說你繼續研發的話,我們要更加重對你的制裁,可是恐怕這個制裁已經不再發揮它的效果了,在過去這一段期間那麼華為本來就是中國大陸的企業當中研發占營收的比重最高的一個企業, 按照最新的數據來看它的研發的經費是它營收的25%,因為它每收入一百元不是賺到的是每收入一百元,至少有250元是投入研發的,這個比他的獲利都還要來得多,像他今年上半年它的營收是3000億人民幣,而他的獲利是460億人民幣,它的研發經費超過800億人民幣比他的獲利都還要來得多,所以他願意投入這麼多的研發經費, 所以他今天能夠在被制裁的情況之下才有所突破的一個最重要的關鍵點,台灣的企業,在研發的比例一直不是太高,當然有跟我們的中小企業結構其實是有很大的關係,我們研發經費最大的其實就是台積電,大家非常熟悉台積電的研發比例其實占營收的比重一直是最高的,其實它在過去這一段期間研發經費比如說的比重也一直在成長, 今年第二季已經是他最近這幾年這個研發經費占營收比重最高的一季,8.9%不到10%,當然台積電的研發是很有成效的,可是當你看到華為可以在被打壓前途未明的情況之下,他還願意全力的去衝刺它的研發,而目前成績看起來,也確實有一定的成績單,所以你可以對華為有各種情緒,但是從我的角度來講,就是我尊敬一個遇到逆境而絕不退縮的企業, 這種企業精神才是我今天要談華為的重要原因。 1. Originally, there was nothing, but the United States can turn it into its own bargaining chip. How China should respond is a challenging question. TSMC (Taiwan Semiconductor Manufacturing Company) is Taiwan's national treasure, while Huawei represents the spirit of China. Observing how they each respond to the pressure from the United States reveals interesting dynamics. Many in Taiwan exhibit a colonial mindset, lacking self-esteem, viewing the United States as their father and Japan as their brother. The day of reckoning may come. 2. I'd like to discuss the latest Huawei smartphone, the Mate 60 Pro. I'm not sure what emotions to describe, but I know it has generated a lot of discussions. Some people are thrilled, while others might think it's not a big deal. From my perspective, I conclude that Huawei is like a phoenix, having already shown signs of rebirth. In the past few years, it faced immense pressure from top to bottom by the United States, and the entire world was involved. Not to mention Canada's involvement, detaining Meng Wanzhou. As a company targeted by the United States, the world's foremost superpower, Huawei's ability to rise from the ashes during this period earns my utmost respect. You can predict from the launch of the Mate 60 Pro and its strong sales within mainland China that Huawei's financial stability has been restored. The worst is behind it, and its future development appears promising. So, from this perspective, I find Huawei's journey admirable. Speaking from a financial standpoint, if you examine their financial statements from the past five years, starting from 2018 to 2022, the initial impact of US sanctions on Huawei was limited. Huawei dominated the global market in 5G base stations and related patents, making it challenging for competitors like Ericsson and Nokia. However, the US devoted significant effort to exert pressure not only on Huawei but also on countries that could influence the adoption of Huawei's base stations. This had a cascading effect on Huawei's global base station business. But did this strategy succeed in crushing Huawei entirely? Not really. The reason is simple: Huawei's base stations are reliable, cost-effective, and indispensable for many countries. They couldn't simply abandon Huawei's base stations. However, this did limit Huawei's growth. Another critical business for Huawei is smartphones. If we look at their financials over the years, smartphones have been their most profitable sector. For a period, Huawei's smartphones were number one in mainland China, particularly in the high-end segment, posing a threat to Apple in China. But it's essential to understand that the US sanctions weren't solely about competition. They aimed to cripple Huawei financially by cutting off its cash flow, making it difficult to invest in research and development. Huawei responded by stockpiling smartphone chipsets, but over time, they still faced challenges. In 2020, their revenue reached its peak at over 890 billion RMB. However, by 2021, due to chip shortages and other issues, their smartphone business struggled, and their revenue dropped to around 600 billion RMB. It was a difficult period for Huawei. However, when they announced their financials last year, I predicted that their worst days might be behind them. In 2022, their total revenue exceeded that of 2021, albeit with modest growth of around 3.5%. This provided a foundation for recovery. Huawei's financials have always been profitable in the past five years. Still, their profit in 2022, around 40 billion RMB, was the lowest point. However, in the first half of this year, Huawei reported an impressive profit of over 46 billion RMB, exceeding their full-year 2022 profit. This indicates that they are on a path to financial stability once again. Looking at their financial performance, it's evident that they are not going away. Now, the critical point is that, apart from their base stations, Huawei's smartphones are what the US fears the most. China is a massive market, and Huawei's smartphone business is enough to sustain them and thrive, especially in the Chinese market. The recent launch of the Mate 60 Pro has generated enormous excitement in China, with pre-order numbers reaching 100 million units on their official website. Considering Huawei's increased forecast for annual smartphone shipments, the Mate 60 Pro's launch in September is poised to make a significant impact on their revenue. Furthermore, Huawei has made notable technological breakthroughs. Despite US sanctions and difficulties, they managed to introduce 5G smartphones and even satellite phones. These achievements are remarkable considering the technological challenges, especially with satellite communication. Many experts believed that such breakthroughs would take five to ten years, but Huawei managed it. In conclusion, Huawei has shown resilience and determination in the face of adversity. Their commitment to research and development, even under extreme circumstances, is what I admire the most. This enduring spirit has enabled them to weather the storm and continue innovating."