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翻白眼: 時間差下的囤貨趁高點賣出啦~

"路透社發現,輝達及其批准的零售商都不在已確認的供應商之列。目前尚不清楚這些供應商是如何取得輝達的晶片。

然而,在美國實施禁令之後,中國出現不少這類晶片的地下市場。中國賣家曾說,在輝達向美國大企業大量出貨後,他們搶購流入市場的多餘庫存,或透過在印度、台灣和新加坡等地組成的公司進口。"

cna.com.tw/news/aopl/202401150

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國軍最好趁新國會上任前把該買的一次補足:

"新加坡「Rolls-Royce Solutions Asia Pte. Ltd.」原屬德國摩天宇(MTU)公司發動機子部門,該部門後於2014年由英國國防航太大廠勞斯萊斯(Rolls-Royce)收購,並更名為「勞斯萊斯動力系統」(Rolls-Royce Power System),而上述新加坡公司便為旗下亞洲地區的東南亞分部。

這家分公司同時提供軍、民用動力系統方案;軍用動力系統方面提供包含「MTU 20V 4000」型等柴油主機,此型號正是海軍「沱江級」巡邏艦搭載的動力主機,因而研判該案與沱江級艦後勤零附件相關。"

def.ltn.com.tw/article/breakin

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國會拖後腿可能造成的影響:

[ “A divided government likely will make arms purchases and military reforms both much harder to pass, which could strain U.S. relations,” said Timothy S. Rich, a professor of political science specializing in East Asia at Western Kentucky University. ]

wsj.com/world/asia/taiwan-pres

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對於只有台灣選舉唱票這點感到驚訝: 其他國家都不怕作票疑慮嗎?

"「亞洲自由民主聯盟」(CALD)執行主任阿萊格(Celito Arlegue)來台觀選6次,他對台灣開票人員高速機械式的唱票覺得不可思議。這次在台灣看到投票與計票,同團的菲律賓自由黨官員因此呼籲,菲國應摒棄現行的機器計票,恢復手動方式。

阿萊格也以較宏觀的方式看待台灣這次大選的意義,「如果無法守護台灣的民主,將對區域造成很大的影響,對東南亞而言更是如此,因為我們總是把台灣看作民主燈塔」。"

cna.com.tw/news/aipl/202401140

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雖然對紐時的親北京立場感到鄙夷, 但說賴這個第三任期考驗嚴苛這點倒是非常正確的:

"“How to keep the trust of the people, how to keep politics clean and above board: that’s what a mature political party has to face up to,” Mr. Wang said. “You must always keep in mind that the public won’t allow much room for mistakes.”

「你怎麼樣去讓人民相信你,保持政治的清廉乾淨,這個是成熟型政黨要面對的,」王定宇說。「然後一定要謹記,民眾不會給你太多空間犯錯,他不會原諒你。」

cn.nytimes.com/asia-pacific/20

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不敢跟WSJ一樣把台灣大選報導放頭版的紐時挑剔猴猴華語口音實在太好笑了:

"Even the Nationalist Party, known for favoring closer ties with Beijing, emphasized deterrence, the status quo and Taiwanese identity. Its candidate, Hou Yu-ih, spoke with such a strong Taiwanese accent that Mandarin speakers unfamiliar with local inflections had a hard time understanding him.

就連以主張與中國建立更密切關係聞名的國民黨也強調威懾、維持現狀,以及台灣人的認同。國民黨候選人侯友宜的國語發音帶有特別濃重的台腔,以至於不熟悉本地發音習慣的人很難聽懂他說什麼。"

cn.nytimes.com/asia-pacific/20

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WSJ則很直白指出國會拖後腿這點:

"In his victory speech, Lai reiterated a campaign pledge to uphold the status quo and promised to work with his political rivals, who have taken a more accommodating stance toward Beijing. The ruling DPP lost control of the legislature after Saturday’s vote—limiting Lai’s ability to set Taiwan onto a drastically different path."

wsj.com/world/china/taiwan-ele

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選前跟馬英九一起紅了一把的德國之聲一開頭就點出第三回執政這個重點:

youtu.be/Czhv1RcIQ2k?si=qHfNWW

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2024大選的外媒報導就從老牌BBC開始,放這串回應中國介選手段:

youtu.be/GTH9fzG_Iuk?si=1u190P

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補一下這次大選的美軍武力護衛:

"The USS Carl Vinson was reported by the Beijing-based South China Sea Strategic Situation Probing Initiative to be east of Taiwan after departing the Philippines, where it had been carrying out drills with the Philippine navy."

news.yahoo.com/us-aircraft-car

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對德國基民黨露出鄙夷臉:

"德國對台態度的轉捩點是2021年底舉行的大選,選後上台的社民黨(SPD)、綠黨、自民黨(FDP)聯合政府主動強化對台關係,去年在睽違26年後,首度派部長級官員訪台,主動擴大兩國官員和公民社會交流的空間;外交部和經濟部的高層官員也不避諱在公開場合談台灣政策。

台灣這次舉行總統大選,德國外交部向選民、候選人及當選者表示祝賀,儘管避開「總統」的稱謂和當選人賴清德的名字,相較過去幾年是進步,反映德國對台立場的轉變。"

cna.com.tw/news/aipl/202401150

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半年後的中國當局仍然拿不出對策:

“There is no time for policy hesitation to prevent a potential vicious loop between deflation, confidence and activities,”

wsj.com/world/china/deflation-

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地緣政治讓台灣本次大選備受矚目:

"摩根資產管理(J.P. Morgan Asset Management)亞太區首席市場策略師許長泰(Tai Hui)向MarketWatch解釋說,台灣即將舉行的選舉具有很高的地緣政治重要性,因為這次選舉將在中長期內對美國和中國的關係產生影響。"

cn.wsj.com/articles/%E5%8F%B0%

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民主社會對任何共產政權來說都是威脅:

[ What China has been trying to do is use Taiwan as a test ground,” Taiwan’s foreign minister, Joseph Wu, told me. “If they are able to make a difference in this election, I’m sure they are going to try and apply this to other democracies.”

「中國試圖做的是把台灣當成一個試驗場,」台灣外交部長吳釗燮對我說。「如果他們能對這場選舉形成影響,我確信他們也會對別的民主政體嘗試使用這些方法。」]

cn.nytimes.com/opinion/2024011

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外國人觀察台灣大選很容易被這種嘉年華氣氛所迷惑😆

[ “You, of course, also find plenty of Taiwanese people who are very cynical about their politics,” said Mark Harrison, a senior lecturer at the University of Tasmania in Australia who studies Taiwan’s political culture, “but at the end of the day what brings out 50,000 people at a rally is a belief in their democracy, and right now, especially, that commitment has something to teach the rest of the world.”

「當然也能找到不少台灣人對他們的政治非常憤世嫉俗,」馬克·哈利森說,他是在澳洲塔斯馬尼亞大學研究台灣政治文化的高級講師,「但到頭來,讓5萬人參加集會的是他們對民主的信仰,尤其是現在,這種投入是世界其他地方需要學習的東西。」]

cn.nytimes.com/asia-pacific/20

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本次三角督讓外國觀察大選感到棘手😆

[ “This is the hardest election to forecast in at least two decades,” said Kharis Templeman, a scholar of Taiwan politics and a research fellow at Stanford University’s Hoover Institution. “It’s a real three-way race.”

For Taiwan’s backers in Washington, the uncertainty of who wins the election will be matched only by the question of how China might respond to any electoral outcome—especially one it regards as inimical to its interests. ]

wsj.com/world/asia/taiwan-hurt

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