Perfume @Perfume@qoto.org
2024/02/29停用。
Joined Nov 2020
演習名稱警告意味好濃....
"木原稔上任後，日本防衛省就宣布10月將與美軍舉行「決心之龍」（Resolute Dragon）大規模離島防衛訓練，日美雙方將動員約6400名人員參加，以應對可能的台灣有事，演習地點遍及北海道、九州、和沖繩，離台灣地理位置相當接近的石垣島，也首次列入。"
中央社這張一帶一路雙走廊畫得太簡略了吧:
"研究人員發現，2000年到2022年間，中國向一帶一路主要夥伴非洲貸款約1700億美元，2016年達到逾280億美元的高峰後，過去兩年借貸非洲的額度驟降。"
"研究另發現，雖然先前的多數貸款流入非洲東部和南部國家，2021至2022年則漸漸向西部非洲轉移，流向塞內加爾、貝南和象牙海岸等國。"
海鯤頗受注目:
"相關人士今天指出，海軍256戰隊所屬的2艘劍龍級潛艦丶2艘茄比級潛艦，過去都有射擊「操雷」以及「戰雷」的任務記錄，「操雷」主要是測試及記錄各項數據使用，實彈射擊操演以及作戰巡弋任務時就會採取實彈彈頭的「戰雷」執行任務。"
如果說米國的商務部是阻止資源進入敵方的封鎖線, 財政部顯然是築敵方經濟危機時降低全球金融系統衝擊的防火牆：
"A senior Treasury official said a consensus had been reached during Ms. Yellen’s trip in July to form the groups, which are meant to allow both sides to voice concerns and look for ways to work together. The economic group will focus on challenges such as restructuring debt for low- and middle-income countries in distress, while the financial group will delve into topics like financial stability and sustainable finance.＂
https://www.nytimes.com/2023/09/22/us/politics/us-china-economic-dialogue.html
米國商務部的《美國芯片法》細節很具體:
"規定也將擴大半導體製造能力與增加無塵室或其他生產空間直接連結起來，認定擴大產能5%以上就是實質擴大半導體產能。
規定也禁止補助接收者增加受關切外國半導體企業新的無塵室面積或生產線，使其產能增加10%以上。
規定也將某些半導體晶片認定為對國家安全至關重要，因此對包括在高輻射環境下或其他專用於軍事能力方面的量子計算當代及成熟節點晶片要施以更加嚴厲的限制。"
米國商務部的細則顯然沒打算在晶片戰縮手:
"The restrictions have been the subject of heavy lobbying from the chip industry, which collectively earns about one-third of its revenue from China. Chip makers in comments filed this year expressed concerns that overly restrictive measures could disrupt supply chains and hamper their global competitiveness.
Many of the rule’s broad principles, like the 10-year limit on new investments in China, were outlined in the bipartisan legislation that authorized funding for the sector. But Commerce Department officials were responsible for writing the detailed provisions of the rule."
https://www.nytimes.com/2023/09/22/us/politics/us-final-rules-chip-makers-china.html
今年的嘉賓:
"李厚慶補充，1961年國慶大會上，美國軍機群自關島起飛，飛越閱兵台致敬祝賀，留下珍貴畫面，今年國慶再度有美國好朋友參與，令人非常期待。此次特別感謝台灣運動好事協會執行長劉柏君（索非亞）透過UCLA校友聯繫校方，促成棕熊行進樂隊來台參與國慶大會演出。"
維吾爾遭中國壓迫處境並沒有被忘記:
[ The official silence surrounding Rahile’s case is in line with broader efforts by the Chinese government to tamp down criticism of its campaign in the Xinjiang region. Beijing opposed the release of the United Nations report last year. Its mission to the U.N. had also called on member nations not to attend an event Tuesday on the sidelines of the U.N. General Assembly—hosted by the Atlantic Council’s Strategic Litigation Project, Human Rights Watch and Amnesty International—that focused on how to respond to the 2022 report and “examine options for pursuing justice for the Uyghur people.”]
橫須賀港補入前哨用的無人艦艇:
"Ranger and five other unmanned American ships are part of a project known as Ghost Fleet Overlord that originated in 2018 and aims to integrate autonomous operations into the Navy. Advocates of the program say such ships could operate relatively inexpensively inside the range of enemy fire, allowing manned ships to remain farther away. "
隨著中國從侵越台灣西南海域演成定局後，福建號下水日益迫近，全島被包圍侵吞的威脅也隨之拉高:
"For decades, Taiwan has looked to its east coast as a haven to survive a Chinese invasion until allies, particularly the U.S., can arrive to assist. But PLA activity around the island’s east has thrown that strategy into question. "
" the PLA’s capacity to deny the U.S. access is expected to improve significantly when a 1,000-foot Chinese aircraft carrier, the Fujian, enters service in 2025, according to Taiwan’s Defense Ministry."
各國外交系統的再出擊:
"路透引述來自五名駐北京外交官員的消息報導，包括美、英、德、法、荷蘭等七國外交官試圖以觀察員身分進入法庭旁聽，但被拒於門外。英國外交部發布聲明，表示「沒有人應該為行使基本權利而被捕受審」，「我們已就本案在多個場合向中國當局表達關切」。「無國界記者」、「中國人權」等卅二個國際非政府組織在開審前一致聲援，強調兩人無罪，要求中國當局立刻放人。"
照片裡的線團顏色看著就舒服:
"在惠宜康村落的周遭有一片被當地人稱為「女人森林」的大片樹林，樹林裡有著天然染所需的各種自然資源，例如薑黃、芒果樹皮、木蝴蝶樹皮、藥材果實、植物樹根等，當地婦女會到樹林裡取材，而這也代表森林不能被開發，艾莉希望做到文化、技藝傳承又能顧到環境。"
一個月後這一點五兆的分配似乎塵埃落定了:
"截圖顯示，天津市1500億元基本確定，近兩天在傳1700億元，尚待斟酌；貴州原計劃是1300億元，但在爭取1700億元，據傳最終定在1680億元。
其次，陝西省傳出保底1000億元，湖南省也是1000億元；重慶市保底600億元，最多可能1000億元；吉林650億元左右；湖北分到600億元；廣西500億元左右；河南300億元；甘肅據傳50億元。最後一個名額在山東省和江蘇省鎮江市之間決定。
截圖顯示，雲南原本計劃是900億元，其中省會昆明獲得400億元，但9月上旬，中國財政部新增2023年雲南政府債務限額1182億元，並提出加大轉移支付力度後，特殊再融資債額度可能會有變化。"
等著看雲南這個新出爐的四三三方案會不會成為中國地方城投債解套公式：
這個小跡象多少洩漏了在港上市的中國房產公司的財務疑慮:
"Last year, auditors for more than a dozen Chinese property companies listed in Hong Kong resigned, according to Reuters, drawing attention to the industry and corporate governance issues.
據路透社報導，去年，曾審計過十幾家赴港上市的中國房地產公司的審計師辭職，這引發了人們對房地產行業和公司治理問題的關注。"
https://cn.nytimes.com/business/20230922/hong-kong-stocks-financial-hub/zh-hant/dual/
這三年來的中國金融必然爆雷結果其實一直是救與不救的兩難選擇，越晚做出決定就越有系統性風險:
"Zhongrong’s statement, issued after weeks of silence, said it had brought in two state-owned companies for support, deepening the intrigue about Beijing’s thinking. For decades, China has bailed out indebted financial firms, leading many to believe that the products offered by trusts — especially ones with ties to state-owned enterprises — were essentially guaranteed by the government.
But this safety net, critics argued, created a moral hazard that allowed investors to ignore the risks associated with high-yield investments, while encouraging trust firms to engage in the type of risky lending that Beijing has been looking to curb."
https://www.nytimes.com/2023/09/22/business/china-economy-trusts-zhongrong-zhongzhi.html
光是看重中國市場這點就令人不想碰迪士尼串流了...
"China is an important revenue driver for Disney’s consumer business and became an important hub of technological work for the company’s yearslong effort to grow its streaming business.
While Disney says it stores all U.S. streaming customer data domestically, the Beijing staff worked on features such as personalization and search that require access to some subscriber information, people familiar with the matter said. "
另一種方式是買香港的美元保險來避險保值(?
"Customers from the mainland use insurance policies in Hong Kong to diversify away from investments in yuan, which has fallen sharply against the dollar this year. Policies in the city are denominated in U.S. dollars or Hong Kong dollars, which are pegged to the greenback. U.S. stocks have also rallied this year, while Chinese stocks are in a slump."
希望能如期兩年後完成併網發電啊~
"海龍計畫執行長柯廷灝（Tim Kittelhake）表示，簽署融資協議對於股東、合作夥伴以及海龍計畫來說是一大成就，達成這項里程碑展現金融機構和政府對海龍計畫的重視，擁有金融機構、政府以及所有重要關係人的支持，海龍計畫才能順利達成這項目標。未來團隊將持續與夥伴攜手合作，確保專案如期在計畫及預算範圍內完工。
海龍計畫執行副總田村準（Jun Tamura）表示，海龍今天簽署融資協議深具指標意義，待融資到位後，這項融資計畫將成為台灣和亞太地區最大的離岸風電專案融資。"
新曝光的監控點福建大埕灣靠近漳州範圍:
"邱國正說，共軍之所以有這些動作，國防部有自己的研析，目前這個狀況，初步研判是他們9月做了一個聯合軍演，包括陸海空三軍，也包括兩棲及航特，都在我們掌握之中，沒有刻意隱瞞，國防部就是做事實陳述，把握這原則。"
2024/02/29停用。
Joined Nov 2020
