索羅斯批評貝萊德投資中國是悲劇性錯誤，這須等到中共清算時，才會知道被割韭菜

西元三千年
個人積分：10分
文章編號：82926967

10分

樓主

2021-09-08 6:50

索羅斯在《華爾街日報》投書，直言中國領袖習近平是「全球開放社會的最危險敵人」，並呼籲國會應立法限制資產管理業者的投資，只允許它們投資「治理結構透明且站在股東立場的公司」。
索羅斯批評貝萊德的中國投資是「悲劇性錯誤」，對客戶資金與美國國家安全利益構成風險。索羅斯稱貝萊德對習近平有所誤解，因為中國政府把國內企業都當作「黨國的工具」。

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我的觀察，並不是貝萊德誤解習近平，而是貝萊德是唯利是圖的，這種外資見錢眼開的很多，因為習近平的共同富裕是搶中企股權，然後把中企股權財富送給外資，所以這些資產管理業者的外資不會出逃，我預估會持續7年，直到中共要清算時，才會知道被割了韭菜而均貧

2021-09-08 6:50 發佈

mbljeff

mbljeff
個人積分：2219分
文章編號：82927186

2219分

2樓

2021-09-08 8:00

西元三千年 wrote:
索羅斯在《華爾街日報(恕刪)

搶完能發大財的製造廠改搶財源
這只是軍權治國與財團治國的相爭互搶椿腳行為
對只想賺到錢(追利而居)
又無法決定國家龐大利益給誰的投資人關係不大

A-Da1104

A-Da1104
個人積分：649分
文章編號：82927970

649分

3樓

2021-09-08 9:39

TV panel ASP better than feared. AUO reiterates its 3Q guidance of area shipment to grow low- single % QoQ, although it noted that the area ASP (guided to grow mid-single digit % QoQ) is also on track given higher sales mix in IT and continuous shift to premium TV. It believes the panel pricing trend is not as weak as the third party research agencies have noted, while weaker TV demand is mostly for smaller size products like 32" and 43" (less than 20% of AUO's sales). It believes TV sell through in developed market and China is still doing fine as brands are shifting to larger sizes and high-end products, where AUO is also more focused in. It continues to see restocking demand in 2H amid the traditional seasonality, while the inventory in the channel for TV remains low. AUO said it will continue the migration to premium segments, such as zero border, larger size like 65"/85", and miniLED to support its margins.

以上是關於友達在瑞信法說講關於電視的部分跟群創說法一致

AUO noted it is not seeing significant new capacity ramp by China peers on component constraint, while Chinese peers have also turned more rational and profit oriented for new capacity expansion. It believes China government's focus has shifted toward semi, rather than display, which could help to ease the future new capacity expansion for the industry
對大陸面板產業的看法

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