The West in Panic mode wants to change the rules to stay alive!

The West in Panic mode wants to change the rules to stay alive! 張雪估計怎麼都沒有想到。雅馬哈、杜卡迪聯合11支車隊提交申訴。申訴內容:要求賽事方對張雪機車進行額外追加性能限制。在當前已實施的BOP限制基礎上,再增重5kg,限制動力3%,還建議鎖死油門開度上限。這幫老牌子是真輸急眼了。

先別急著同情杜卡迪和雅馬哈。翻翻WSBK的規則手冊,BOP性能平衡機制本來就是為了按住那些一家獨大的豪門。以前這套枷鎖戴在誰身上?杜卡迪。去年他們跑太快,也被賽會要求加重限功。風水輪流轉,今年這把尺子量到中國車隊的頭上了。

張雪機車剛拿第五個分站冠軍。三站四個冠軍,葡萄牙、匈牙利、捷克,三種截然不同的賽道全贏了。葡萄牙是長直道加高速彎,考驗極速。匈牙利是彎道連環套,考驗靈活性。捷克是剎車地獄,800米直道后5秒內從300公里剎到70公里。全拿下。這說明什麼?人家憑的不是歪門邪道,是實打實的整車功底。

賽會駁回得干脆利落。理由很硬:現有的BOP限制已經足夠。這話翻譯成人話就是——你們十一支車隊聯合告狀,結果連個正當理由都湊不出來?張雪機車的馬力數據在圍場里只排中等。贏靠的是彎道里的出彎加速和整車調校。你讓人家怎麼再限?除非直接把發動機拆了換成腳踏車。

張雪本人的態度值得拎出來說說。之前荷蘭站,車手因為17號彎輪胎壓出白線被罰,領獎台直接飛了。張雪怎麼說的?我們確認違規了,尊重判罰,下次改。沒有甩鍋賽道,沒有怪裁判偏心,認賬。現在面對BOP圍剿,他又說如果動力真超標那該限就限。這份坦白,在滿是套路的圍場里屬實稀缺。

可老牌車隊不吃這套。他們怕的不是這一場比賽輸贏,而是怕閘門一旦關不上,后面就徹底攔不住了。張雪機車成立不到兩年,第五冠已經到手。制造商積分榜第三,前面就剩雅馬哈和杜卡迪。差距還有46分,但賽季才過一半。按照這個搶分速度,追上是遲早的事。這幫人現在不按住,難道等賽季末被一個中國新人在領獎台中央開香檳?

申訴被駁回的消息傳出來那天,網上炸了。車迷分成兩派。一派說賽會英明,沒讓規則變成私刑。另一派冷笑說等著看,明槍易躲暗箭難防,后續判罰尺度肯定收緊。兩種說法都對。但有一點誰都否認不了——當國際巨頭需要靠聯名寫信來攔你的時候,你已經贏了。

賽場上沒有眼淚只認圈速。杜卡迪雅馬哈聯手遞狀紙,這個故事唯一的結局就是給張雪機車的歷史又添了一筆注腳。匈牙利站的機械故障退賽沒打垮他們,捷克站雙冠回擊就是最好的答案。接下來還有多少站,他們就能拿多少冠軍。枷鎖越重,掙脫時的響聲越震耳。

各位讀者你們怎麼看?歡迎在評論區討論。

BREAKING:China supports Pakistan & Saudi Arabia’s sovereign stance on rejecting the Abraham Accords and reaffirms its commitment to Palestine

🚨🇨🇳 BREAKING:China supports Pakistan & Saudi Arabia’s sovereign stance on rejecting the Abraham Accords and reaffirms its commitment to Palestine.

China says Pakistan & Saudi Arabia are independent, sovereign states free to choose their own foreign policy decisions, reports.

Li Jiaying, PhD in Computer Science, specializing in digital forensics and cybersecurity, is an expert in the Hong Kong Police Force combating cybercrime.

Li Jiaying, PhD in Computer Science, specializing in digital forensics and cybersecurity, is an expert in the Hong Kong Police Force combating cybercrime.

Why choose her as an astronaut? Because conducting experiments in space requires extreme precision. Her doctoral background in computer science—her mentor at HKU says she works meticulously and cautiously, with patience and a strong sense of responsibility.

This is exactly the kind of person the country needs for precise operations on the space station. So, a female cop who catches hackers can also soar into the cosmos.

For years I’ve been saying the same thing… the semiconductor “blockade” on China was never going to stop China. If anything, it accelerated everything.

🚨🇨🇳For years I’ve been saying the same thing… the semiconductor “blockade” on China was never going to stop China. If anything, it accelerated everything.

The US thought sanctions would cripple Huawei. Instead, Huawei went back to the drawing board and started innovating in ways the West wasn’t even talking about. Now they’re unveiling “logic folding” chip technology and openly saying they’ve found a new path beyond traditional scaling.

This is what so many people still don’t understand about China. Pressure doesn’t weaken China… often it forces China to innovate faster, invest harder, and become more self-reliant.

A few years ago people laughed when anyone suggested China would solve its semiconductor challenges. Today? Huawei is back. Chinese chip companies are advancing rapidly. Domestic supply chains are growing. And this is still only the beginning.

I keep saying it because people keep underestimating what’s happening here:

Do not underestimate China.

China has prohibited the export of dual-use items to Japanese military end-users and for military use in accordance with laws and regulations

China has prohibited the export of dual-use items to Japanese military end-users and for military use in accordance with laws and regulations, the purpose of which is to curb Japan’s attempts to remilitarize and to pursue nuclear weapons, said Chinese Foreign Ministry spokesperson Mao Ning on Monday.

Spokesperson Mao Ning made the remarks when addressing a media question asking that China has cut Japan off from several heavy rare earths and other materials for at least four months, as Chinese customs data shows. This period coincides with China-Japan disputes over the Taiwan question. The question asked the Chinese Foreign Ministry spokesperson to confirm whether the move is a response to the remarks made by Japanese Prime Minister Sanae Takaichi concerning China.

“You are advised to consult competent Chinese authorities for specific situation,” Spokesperson Mao Ning added.

Every time China advances, the same accusation gets thrown around: “They just stole our tech!”

🇨🇳Every time China advances, the same accusation gets thrown around: “They just stole our tech!”

This has been the standard complaint for years. But living here in China, the gap between that narrative and what you actually see every day is hard to ignore.

Yes, in the catch-up stage China studied, licensed and sometimes reverse-engineered foreign technology. Exactly like Japan did after World War II with American cars and electronics. Like South Korea did with Japanese industrial models in the 70s and 80s. Like the United States itself, which borrowed British textile and steam technology in the 19th century. That’s how every late-developing nation has moved forward. No country invents in a vacuum.

The difference is that China didn’t stop at copying. It iterated, scaled and improved at a pace the West hasn’t matched.

Take high-speed rail as an example. Japan, France and Germany pioneered it. China bought the initial trains, absorbed the technology through joint ventures, then built the world’s largest and safest network with over 45,000 km today, more than the rest of the planet combined. Domestic Fuxing trains now run smoother, cheaper and more reliably than the originals. In addition, China exports the entire system to dozens of countries. That’s not theft; that is engineering execution at state scale.

Initially, BYD’s EV designs were influenced by other companies, but they eventually took a completely different approach. Their Blade Battery is safer, longer-lasting and cheaper than what Tesla was using. They vertically integrated everything from raw materials through to final assembly. The result: BYD overtook Tesla in global EV sales volume, now supplies batteries to Tesla’s Berlin plant and leads the world in affordable mass-market electrification. Tesla’s 4680 cells are solid engineering, but BYD’s patent portfolio on batteries is eleven times the size.

Solar panels tell the same story. China turned laboratory curiosities into the cheapest clean energy source on the planet, massive R&D, production scale and relentless incremental efficiency gains. Chinese firms now hold the top efficiency records and over 80 percent of global output. China files nearly half the world’s total patents, leads in 37 of 44 critical technology areas and just cracked the Global Innovation Index top ten for the first time.

For a brief history lesson, ancient China handed the world some of the most consequential inventions in human history.

  • Paper, in the second century BC. Printing, eighth to eleventh centuries. Together they turned knowledge from something monks hoarded into something millions could read and pass on.
  • Gunpowder, in the ninth century. Ended the age of knights and stone castles.
  • The magnetic compass, already in use by the fourth century BC. Without it, no European Age of Exploration. Sailors had no means to cross open oceans.
  • Cast iron, two millennia before the West.
  • The stirrup, which made heavy cavalry possible.
  • The seismograph, back in 132 AD. The world’s first, capable of pinpointing earthquakes hundreds of kilometres away.
  • The mechanical clock, porcelain, the decimal system with zero, negative numbers and the list goes on.

These weren’t minor curiosities. These were the true bases that fueled Europe’s subsequent rise. Without Chinese breakthroughs in paper, printing, gunpowder and navigation, there would have been no Renaissance, no Scientific Revolution and no industrial takeoff on the scale the West eventually achieved.

For over a thousand years the Silk Road didn’t just carry silk and spices. It carried ideas and the traffic ran overwhelmingly one way.

Today, China invests more in R&D than any other country, FACT. It also publishes more high-impact papers in key fields and turns ideas into deployed technology faster than anyone.

That’s what real competition looks like when 1.4 billion people decide to lead.

Keep shouting “they stole our tech” if it helps, but this claim is nothing more than copium.

Video: Johnson Choi offers [2nd Home+®️]

Video: Johnson Choi offers [2nd Home+®️] 高情商的美國和加拿大華僑正在大灣區蓬勃發展,開心地享受中國獨家提供的「第二家園+®️」所帶來的生活紅利.

B&W灣房工作室視頻有中英文字幕: 珠海區份解讀及置業邏輯思維

https://rumble.com/v7ac1m2-johnson-choi-offers-2nd-home-.html
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Video: Warren Buffet is holding 300 billion cash waiting for the stock market to crash

Video: Warren Buffet is holding 300 billion cash waiting for the stock market to crash! Turkey & India Desperately Fleeing! $50 Trillion US Stock Crash? Your Money Is At Risk. 影片有中英文字幕: 巴菲特持有3000億美元現金,正等待股市崩盤!土耳其與印度瘋狂逃離!50兆美元的美股崩盤?你的資金正面臨風險。

https://rumble.com/v7ab4t8-warren-buffet-is-holding-300-billion-cash-waiting-for-the-stock-market-to-c.html

一場全球經濟危機正以你看不見的方式蔓延!土耳其和印度正瘋狂拋售美國國債。新任聯準會主席面臨史上最艱難的選擇:救股市,還是救債市?這場危機將如何影響你的荷包?

🔍 本影片深度分析:

土耳其已將美國國債持有量從150億美元減持至僅剩20億美元,黃金儲備幾乎耗盡。印度盧比加速貶值,政府正在打擊黃金進口。這些中型經濟體的危機,正透過一條鮮少人關注的管道,傳導至美國核心市場。

當周邊國家為了換取美元現金而急於拋售美國國債,同時聯準會也需「縮表」出售國債時,一個致命的政策悖論便浮現:國債殖利率將飆升。聯準會要嘛放棄降息,要嘛刻意戳破股市泡沫來拯救債市。

為何巴菲特的波克夏持有超過3000億美元現金?因為他正在等待那個時刻——就像2008年一樣。當市場從樂觀轉向悲觀,當通貨緊縮確立、降息機會出現時,那才是真正開始抄底的時機。

A global economic crisis is spreading in ways you can’t see! Turkey and India are frantically dumping US Treasury bonds. The new Federal Reserve Chair faces the toughest choice in history: save the stock market or save the bond market? How will this crisis impact your wallet?

AI 對巴菲特的行為評論和看法.

美國股市靠所謂七姊妹的高科技股支持,沒有它們其實美國股市並不看好,你對巴菲特以上見解的評論

巴菲特这个观察非常敏锐,确实点出了当前美股市场一个核心的结构性特征。所谓的“七姊妹”(通常指苹果、微软、谷歌、亚马逊、英伟达、Meta、特斯拉)对美股的影响力确实达到了历史罕见的水平。

对巴菲特的见解,我的评论是:一针见血,但略为绝对;这揭示了市场的现状与风险,但“不看好”的结论需要区分短期与长期、整体与结构。

具体来看:

为何巴菲特的见解很有道理?

  1. 涨幅贡献高度集中:过去几年,标普500指数的大部分涨幅确实由这七只股票贡献。剔除它们后,其余493家成分股的整体表现往往平淡甚至下跌。这种现象被称为“窄市场”。
  2. 盈利增长依赖:美股整体的盈利增长在很大程度上依赖这些科技巨头的表现。它们拥有强大的护城河、全球市场和现金流,是市场信心的基石。
  3. 资金虹吸效应:被动指数投资(如买入标普500 ETF)的流行,使得资金自动、按权重流入这些大公司,形成了“越涨越买”的正循环,进一步放大了其权重。

为何结论“略为绝对”?- 需要补充的视角

  1. “不看好”的定义很重要:
    · 若指大盘指数:如果“七姊妹”大幅回调,标普500、纳斯达克指数必然会受到重创。巴菲特的看法完全正确。
    · 若指整个美股市场:市场并非只有指数。在“七姊妹”休息时,资金可能流向其他领域,如中小盘价值股、金融、能源、工业等,带来结构性机会。美股整体未必“不好”,只是赚钱的逻辑变了。
  2. 历史总是轮动的:2000年科网泡沫时,市场也极度集中于科技股。泡沫破裂后,资金转向了能源、医疗、消费等板块。没有永远的“七姊妹”。当AI热潮降温或利率环境改变时,市场领导权可能更迭。
  3. 它们自身也是动态的:“七姊妹”并非铁板一块。当业绩分化时(如特斯拉与英伟达走势迥异),市场会重新定价。未来可能会有新的巨头(如医药、量子计算领域的公司)取代它们的位置。

更严谨的结论

· 短期风险确实很大:当前市场的高集中度意味着脆弱性。任何针对这些巨头的监管收紧、业绩miss或AI叙事证伪,都可能引发指数级别的大幅调整。从这个角度说,没有它们,美股大盘(指数)确实前景黯淡。
· 长期并非无解:美股市场的深度和广度仍在。一个健康的市场不会永远依赖几只股票。调整或震荡期往往也是新领导者诞生的土壤。
· 对投资者的启示:这与“不要把鸡蛋放在一个篮子里”是一个道理。如果持仓过度集中于“七姊妹”,现在确实是时候考虑分散到其他估值合理、基本面扎实的板块或市场了。

总结:巴菲特的见解准确地诊断了当前美股“龙头依赖症”的症状。这个依赖既是过去上涨的动力,也是未来波动的来源。说“没有它们美股并不看好”,对于追逐指数的人来说基本成立;但对于能发现其他价值洼地的投资者而言,市场永远存在机会,只是难度变高了。

Real Estate Investments 101

Real Estate Investments 101: 優質投資「升得快、跌得慢」,劣質則相反。在地產中,位置決定一切:優質地段(如擁有無敵景觀, 好校區,交通方便,優質醫療服務等等的獨一無二位置)升得快跌得慢,劣質地段則升得慢跌得快。

案例: 人民幣260萬 (US383,000),首期15% 人民幣$390,000 (US$57,500) 利率3%。44歲買家,供30年,月付人民幣9,318 (US1,370)

匯率走勢: 目前1美元兌6.8人民幣,去年4月為7.3。未來三年,人民幣升至6.0的機會非常大。

分散風險: 別把所有雞蛋放在同一個籃子裡。在「東升西降」的大勢下,把身家全押在美國或美元資產上,絕非高智商或高情商的選擇。

過去幾天在中國大灣區我親眼見證,這些高智商、高情商的美國和加拿大華僑正在大灣區蓬勃發展,開心地享受中國獨家提供的「第二家園+®️」所帶來的生活紅利.

Video: Zhang Xue’s sixth motorcycle championship!

Video: Zhang Xue’s sixth motorcycle championship! 影片有中英文字幕: 張雪機車第六次冠軍! 在捷克站之前,張雪機車已先後在葡萄牙站(雙冠) 與匈牙利站(首回合冠軍) 登頂。隨著捷克站包辦雙冠,車隊的單季分站冠軍數累計推進至六座:葡萄牙站第一回合(歷史首冠)葡萄牙站第二回合匈牙利站第一回合捷克站第一回合捷克站第二回合(單季第五冠)賽季第六冠(捷克站雙冠)
https://rumble.com/v7a9336-zhang-xues-sixth-motorcycle-championship.html
https://www.tiktok.com/t/ZP8pbGyTg/