台灣將持續以民主良善力量,在後疫情時代扮演印太區域積極可靠的角色
「凱達格蘭論壇-2021亞太安全對話 」剛落幕,有16位政要與專家線上視訊討論 #台海局勢對印太區域的挑戰、#四方安全對話、#灰色地帶脅迫、#後疫情時代建立可信賴供應鏈 等議題。
來,小編幫大家整理重點:
#蔡英文總統
蔡總統說,威權體制在COVID-19疫情中竄起,民主國家在後疫情時代更堅定捍衛共享價值和體制;她也強調台灣在民主、再生能源及半導體都是美日印澳的「四方安全對話」及歐盟「歐亞連結策略」 #不可或缺的夥伴。台灣願意承擔確保區域穩定的責任,我國盼與 #鄰國 在和平、穩定及互惠的原則下共存,並堅持捍衛民主和生活方式。
#克拉芙特大使
美國前駐聯合國常任代表克拉芙特大使說,#美國從川普政府到拜登總統都重視台灣,強調一旦台灣失守,太平洋的安全也就消失。她表示台灣具有與中國獨特的互動經驗,可提供QUAD參考,希望台灣成為QUAD+的成員。
#田中光政務次長
田次長在閉幕致詞中引用美國開國元勳富蘭克林的名言:「放棄自由以換取短暫安穩的人,既得不到自由,也得不到安穩」(中肯又重要),強調台灣自我防衛的決心,扮演捍衛民主價值、保障印太安全及全球供應鏈等戰略角色。
遠景基金會
The Ketagalan Forum—2021 Asia-Pacific Security Dialogue drew to a successful close yesterday. Due to the ongoing pandemic, the forum was held online this year, addressing a range of topics including developments in the Taiwan Strait, how QUAD are meeting the challenges of the #IndoPacific, #GrayZoneCoercion in the East and South China Seas and the reconfiguration of global supply chains in the #PostPandemicEra.
In her pre-recorded address, President Tsai Ing-wen warned that as we emerge from the pandemic, authoritarian regimes have a new confidence in their alternative model to the liberal democratic order. Taiwan, she said, which continues to thrive, can offer a solution to many democratic countries who are struggling to get their footing back amid a series of challenges, including #ClimateChange, emerging diseases, non-proliferation, terrorism, and secure supply chains. She added that Taiwan is well-positioned to serve as an indispensable partner in sectors such as biotechnology, renewable energy, and the semiconductor industry, with the revival of the QUAD and the EU's proposed EU-Asia Connectivity Strategy.
Keynote speaker, former United States Permanent Representative to the United Nations Ambassador Kelly Craft, with her Formosan bear in tow, stressed her personal relationship with Taiwan and called out China’s government-run media outlets for trying to take advantage of the situation in Afghanistan to undermine Taiwan’s trust in the United States as a security partner. She applauded the Biden administration for its continuing demonstration of the US commitment to Taiwan and underlined the importance of Taiwan to US security at home, saying “If Taiwan is lost, we lose too.” She also pointed to what she called systemic discrimination in the UN system against Taiwan and expressed her support for Taiwan becoming a QUAD+ member.
MOFA Deputy Minister Tien Chung-kwang stressed Taiwan’s determination to defend herself and to be a reliable partner in the creation of regional and global supply chains, citing US Founding Father Benjamin Franklin’s famous words, “Those who would give up essential Liberty, to purchase a little temporary Safety, deserve neither Liberty nor Safety.”
The dialogue hosted four panels, with 16 officials or former officials and academics from countries, including the #US, #Japan, #France, #Australia, #India, #Singapore, #SouthKorea, #Vietnam and the #Philippines.
同時也有1部Youtube影片,追蹤數超過6萬的網紅This is Taiwan,也在其Youtube影片中提到,[有中文字幕] 台灣以什麼聞名? Although Taiwan is a relatively small country, it has managed to accomplish some astounding feats. In this video, I talk about so...
「what is semiconductor」的推薦目錄:
- 關於what is semiconductor 在 外交部 Ministry of Foreign Affairs, ROC(Taiwan) Facebook 的最佳貼文
- 關於what is semiconductor 在 Anchor Taiwan Facebook 的最佳貼文
- 關於what is semiconductor 在 貓的成長美股異想世界 Facebook 的最讚貼文
- 關於what is semiconductor 在 This is Taiwan Youtube 的最讚貼文
- 關於what is semiconductor 在 What Is A Semiconductor? - YouTube 的評價
what is semiconductor 在 Anchor Taiwan Facebook 的最佳貼文
🦄 Unicorn from a social enterprise? At Anchor Taiwan's 13th Women in Venture Roundtable, we were so inspired by the sharing of Joan Yao, VP at Kickstart Ventures - CVC of Globe Telecom / Ayala Group. She touched upon:
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▧ Impact investing: it's a spectrum
▧ Story of #Gojek: tech as an enabler
▧ Opportunities in SE Asia: content, e-commerce, fintech
▧ Corporate Venturing: investment focuses for Kickstart
... and so much more!
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🎥 What the full replay: https://youtu.be/MAvvs1qlQYE
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A big shoutout for SEMI 國際半導體產業協會 for supporting diversity and inclusion in our ecosystem. Humbling to gathering a room of investors from leading funds again! Until next time. 🙌
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* Session notes (Chapters on YouTube):
0:00 Intro by Elisa Chiu, Founder & CEO of Anchor Taiwan
3:15 Greetings from Joan Yao, VP at Kickstart Ventures
5:43 Impact investing: what is it?
8:23 Impact investing: it's a spectrum (slide) | LGT Venture Philanthropy
12:24 "Not every business is built to scale" - story of student loan company InvestEd
17:31 Advice for people wanting to get into impact investing
23:04 View on current landscape with impact investing: an enabler, tech
26:23 Example of Gojek: a social enterprise vs. tech startup
29:24 Working with the Ministry of Trade in the Philippines: why, how and lessons learned
35:36 Becoming a Corporate Investor: Kickstart Ventures, Globe Telecom, Ayala Group
40:58 How the President of Kickstart Ventures Minette Navarrete recruit Joan?
43:11 Critical mass for B2C markets; sample investments of Kumu (content), edamama (vertical specific e-commerce), nextpay (Fintech SME solutions)
51:11 Is the Philippines a big enough domestic market?
53:10 Some insights on Southeast Asia: 400M internet users in SEA (slide), 108M people in the Philippines (2nd most populous)
55:34 36% of consumers are new to digital services; 94% of new users will stay (slide)
56:12 Strategic investments for Ayala Group (healthcare, industrials/semiconductor/automotive, renewable energy)
1:00:20 Personal convergence of impact investing and corporate venturing
1:07:46 Q&A: Advice for building the startup / VC ecosystem in Cambodia?
1:10:28 "Raid The Fridge"
1:13:14 Q&A: How do you measure impact?
--
#anchortaiwan #womeninventure #womeninvestors #WomenInSTEM #womeninbusiness #impactinvesting #corporateinnovation #venturecapital #innovation
what is semiconductor 在 貓的成長美股異想世界 Facebook 的最讚貼文
今天, 應該是最炫最酷的一家公司, Robinhood, 上市的一天. 它獲利了嗎? 我想沒有多少投資人會care. 最關心的, 應該是它的營收成長率, 還有股價.
在我們一直追逐科技成長股, 被他們的高營收成長率, 潛在的高報酬昏眩的時候, 會不會忘記他們醜得要命的財務報表?
而在今年, 大家追逐的這些趨勢股表現不佳的時候, 是不是也給了我們一些省思?
其實美股中, 還有很多財務報表漂亮, 但聽起來一點也不有趣(甚至很無聊)的公司, 但他們股價穩定, 長期下來, 也給了投資人很大的回報. 像之前介紹過的POOL, 過去幾年也是平均一年翻一倍的漲幅.
而在IPO中, 也有這類的好公司.
Carrier Global(CARR), 2020年4月上市的IPO, 算是工業類股, 漲了快5倍. 有在獲利. (開利冷氣應該有聽過?就是這家公司)
Academy Sports and Outdoors (ASO), 民生消費股, 也有獲利, 2020年10月上市的IPO, 目前也漲了3倍.
下面這篇文章挺好. 與大家分享. 就像文章作者所提的, 龜兔賽跑, 穩(漲)的烏龜, 不一定會輸.
也祝福大家找到&培養自己的能力圈, 穩穩獲利.
Jim Cramer: The Biggest Thing That Happened Thursday Was the Boring Stuff
No, it wasn't Robinhood or the mega-cap tech companies, it was names we depend on like Carrier Global.
By JIM CRAMER Jul 29, 2021 | 03:38 PM EDT
Stocks quotes in this article: HOOD, FB, PYPL, CARR, RTX, NUE, AGCO, ZM, ALGN, AAPL, EBAY, AMD, XLNX
One of the most glorious things I have seen involving the stock market in ages happened today.
Was it Vlad Tenev ringing the opening bell for his breakthrough, disruptive Robinhood (HOOD) , representing 22 million mostly young new investors? Was it the free-for-all decline in the stock of the "F" in FAANG, Facebook (FB) ? Or the clobbering that Paypal (PYPL) took after what looked to be a good quarter?
Nah. I was bumping into Dave Gitlin, CEO of Carrier Global (CARR) , and his charming daughter, a college student at the University of Wisconsin. They were calmly waiting for me to finish "Squawk on the Street" to say, "Hi," and I couldn't be more thrilled. Because unlike the much ballyhooed Robinhood deal, which seems like a bust, Carrier Global came public back in April 2020 at $12 and today, after tremendous earnings, not sales, but earnings, it made an all-time high at $53, after reporting a terrific number with tremendous HVAC sales, up 31%, and an earnings surprise of 55 cents vs. the 30 cents that Wall Street was expecting.
Carrier, which was spun off when United Technologies merged with Raytheon (RTX) had some tailwinds, like the need to have clean air inside, because of the pandemic and clear air outside because office buildings are responsible for 40% of carbon emissions. But the huge upside surprise and the gigantic buyback belonged to Dave and his team and I that's what I told his daughter. I made sure she knew how proud she should be about how this man made so much money for people. Twelve to 53 in 15 months time is the name of the game.
Look, I am not trying to take away from anything that Robinhood and its co-founder and CEO Vlad Tenev have created. Far from it. They have created billions for themselves and are now letting people participate in their great sales growth. You got a chance to pay a fortune per share and many Robinhoodies did, as tons of stock was allocated to the 22 million people who joined Robinhood, because of a bang up app that every young person seems to know.
I am simply saying that HVAC, yep heating, ventilation and air conditioning is one of the most boring businesses on earth and at times like today, with all of the hoopla of Robinhood it is easy to forget is how lots of money can be made being boring, and I like that. The most exciting thing that happened this year is Carrier helped provide refrigeration for vaccines. That's just fine with me.
Unlike Robinhood, Carrier hasn't brought anyone into the stock market. It's more laser-like focus on air conditioning once spun off from Raytheon means nothing to people. Just Wall Street gibberish. But you have probably walked by a Carrier machine thousands of times and never thought anything of it. Yet, you could have bought it for a song at six times earnings instead of 25 times sales.
The Carriers, with CEOs who pay themselves lavishly but perhaps not excessively, or the Nucor's (NUE) the steel company that's also well managed and sells at six times earnings, represent valuable properties, especially when the U.S. government is about to agree on a trillion dollar infrastructure bill and the country has more than 6% GDP. We don't know why they are re-opening trades or closing trades, delta-variant trades or building and bridge investments. Forgive me, though for comparing the company of Robinhood, with something that may stay special for a while vs. companies that get described as venerable, solid and built to last.
These companies are not rarities. You know people have to eat, right? You know that there would be famine without farming. So why not buy the stock of Agco (AGCO) , No. 2 farm equipment, which went from $40 to $130 in a year and a half without ever being expensive. Combines too boring? Again fine with me. Now that the masks are off -- or at least in some places, although Zoom (ZM) is still crushing it -- I, like many others, including my daughter, didn't like how her teeth looked even as, to me, they were perfect. Dentists tell you to get Align (ALGN) . I wanted them on "Mad Money" but the show was just too darned jammed. The stock's up the most in the S&P 500, with a product that, again, like the Purloined Letter, is right in front of you.
I love tech. Created the term FANG, added the "A" when it was clear that Apple (AAPL) had to take the acronymic stage between another "A" and an "N." I am proud that those who bet against me on Twitter, the legion, are betting against FAANG. I wrote obituaries for a goodly time in my career as a reporter but I never wrote as many as have been penned to talk about the group has already made the ultimate measure on behalf of shareholders.
Oh and it's not like I don't like tech or fin tech. I felt the slings and arrows of Facebook and PayPal today. Facebook's management once again lowered the boom on its future talking about real deceleration in growth. I thought it was too dire. PayPal's Dan Schulman talked about how the separation with its former partner, eBay (EBAY) gets done now and earnings will be hurt. This was one of the least revelatory surprises ever. I think both are practicing UPOD, Underpromising to Overdeliver, and, sure this time might be different, but it's sure been the way they have handled it in the past.
Far better to be in the straight out blow outs like Advance Micro (AMD) which had still one more banner day, this time because the company it is buying, the dowdy Xilinx (XLNX) , a sleepy semiconductor company, had tremendous earnings. The two together could be unassailable and even as AMD is now richly valued it is deservingly so.
I can't wait to hear Vlad Tenev's reflection on Robinhood's debut as a public company and about the novel offering that gave millions of shares to his clients. Vlad's not so much a rags to riches American story. He's a poor Bulgarian to insanely rich American because of his on ingenuity. That's a story with celebrating in itself.
I am simply pointing out that unlike Vlad, whom you would have had invested with when you weren't allowed or able to, Dave Gitlin sure didn't keep you out of the better bet, the stock of HVAC king Carrier.
You did.
what is semiconductor 在 This is Taiwan Youtube 的最讚貼文
[有中文字幕] 台灣以什麼聞名?
Although Taiwan is a relatively small country, it has managed to accomplish some astounding feats.
In this video, I talk about some of Taiwan's more well-known accomplishments such as Acer, Asus, HTC, Taipei 101, food, night markets, the National Palace Museum, LCD & OLED displays, microchips, circuitboards and more!
A worthy mention: TSMC is one of the world’s largest independent semiconductor foundries.
Tea - Can’t believe I didn’t mention this. Taiwanese tea is fairly well-known, too.
National Palace Museum:
https://www.npm.gov.tw/
Taipei 101:
https://www.lonelyplanet.com/taiwan/taipei/attractions/taipei-101/a/poi-sig/375635/357551
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Video quality:
[1080p 60fps]
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#Taiwan #Taipei #台灣 #台灣英文 #China #travel #學英文 #台北 #taiwanese #culture #English #China
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what is semiconductor 在 What Is A Semiconductor? - YouTube 的推薦與評價
Semiconductors are in everything from your cell phone to rockets. But what exactly are they, and what makes them so special? ... <看更多>