U.S. Stocks Are Soaring When They Should Crash – Who’s the AI Bubble Helping Escape? 美國股市正狂飆,卻該崩盤? – AI泡沫在幫誰逃頂? https://rumble.com/v7anm52-u.s.-stocks-are-soaring-when-they-should-crash-whos-the-ai-bubble-helping-e.htmlhttps://www.tiktok.com/t/ZP8sJfsT2/ 美國公債殖利率飆升,融資成本不斷上漲。按照任何正常邏輯,股市應該下跌才對 – 然而以AI科技股為首的美股,卻完全反向飆升。 這種極度反直覺的「背離」背後,邏輯是什麼?在這支影片中,我將一次拆解整個底層機制。 本集你將了解: 為什麼在融資成本爆炸的同時,資金反而湧入AI – 以及這個「抱團交易」為何越來越牢固泡沫如何一層層被吹大並「硬化」 – 為什麼美國政府本身也在公開力挺這個敘事為什麼來自日本、韓國、歐洲、印度 – 甚至我們這裡的資金 – 全都湧入美國科技巨頭大型科技公司「自己舉起自己」的真相:帳面獲利飆升,自由現金流卻悄悄惡化從DeepSeek到華為,中國如何一步步突破美國的AI壟斷巨頭們搶著IPO的熱潮,究竟是繁榮的證明,還是出貨套現、提前離場的掩護為什麼在這一片狂熱中,中國的科技創新反而被嚴重低估一旦理解了這整個邏輯鏈,你可能會對當今的美股市場產生全新的看法。 U.S. Treasury yields are spiking and financing costs keep climbing. By any normal logic, stocks should be falling — yet U.S. equities,Continue reading “U.S. Stocks Are Soaring When They Should Crash – Who’s the AI Bubble Helping Escape?”
Category Archives: Uncategorized
Chinese If China’s sovereignty over Taiwan is violated, U.S. military bases in Japan and South Korea will become legitimate targets
🇨🇳 Chinese If China’s sovereignty over Taiwan is violated, U.S. military bases in Japan and South Korea will become legitimate targets – Defense Minister: “If China’s sovereignty over Taiwan is violated, U.S. military bases in Japan and South Korea will become legitimate targets. Beijing will not tolerate any foreign interference.”
San Francisco Sing Tao TV with Chinese and English subtitles: The quality of life of overseas Chinese compatriots in China’s Greater Bay Area
San Francisco Sing Tao TV with Chinese and English subtitles: The V-shaped America where finance and hegemony part ways, the China where industry and AI unite, and the quality of life of overseas Chinese compatriots in China’s Greater Bay Area. Guest: Financial and political commentator Larry Yu. Host: Joseph Leung, President and Editor-in-Chief of SingContinue reading “San Francisco Sing Tao TV with Chinese and English subtitles: The quality of life of overseas Chinese compatriots in China’s Greater Bay Area”
Meeting to explore Greater Bay Area: 3–6x Better Living for Overseas Chinese
Meeting to explore Greater Bay Area: 3–6x Better Living for Overseas Chinese 聚會深度研究海外華人在大灣區的生活質量可以馬上提升 3–6 倍 · 與好友在家中進行12小時的商務聚會,享用美食與美酒· 海外華人可立即將生活水平提高 3 到 6 倍——得益於現代化住宅、世界級的醫療設施、經常優於北美的醫療服務,以及活躍的退休生活· 上週,Carmen 和我親眼見證了我們的親友、同事、校友在大灣區如何快樂地度過他們的黃金歲月· 許多仍留在美國和加拿大的人,尚未意識到自己正在錯過什麼 · 12-hour business meetings with friends at home, with great food and wine· Overseas Chinese can immediately raise their standard of living by 3–6 times – thanks to modern housing,Continue reading “Meeting to explore Greater Bay Area: 3–6x Better Living for Overseas Chinese”
Taiwan US-China experts video: Iran Launches Major Missile Strikes; Footage Claims to Show Solid-Fuel Missiles Hitting a U.S. Base
Taiwan US-China experts video: Iran Launches Major Missile Strikes; Footage Claims to Show Solid-Fuel Missiles Hitting a U.S. Base. Analyst Discusses the Geopolitical Outlook and Argues That US Faces Long-Term Decline 台灣中美專家視頻有中英文字幕: 伊朗殺瘋!噴固體燃料導彈”炸碎美基地”震撼現場曝!亮哥開示地緣終局:美一定垮! https://rumble.com/v7al02w-iran-launches-major-missile-strikes.htmlhttps://www.tiktok.com/t/ZP8pERoU9/ 中東戰火全面失控!伊朗軍方週四悍然發布最新影片,畫面中數枚導彈破空發射、火光衝天,彈體上更猖狂貼滿「反美貼紙」,擺明向美方宣戰!外界解讀,這極可能是伊朗的復仇行動,直接鎖定美國在當地的軍事基地。 隨後,美國鋼鐵盟友科威特證實,週四境內慘遭導彈與無人機狂暴突襲,現場煙硝四起。雖然軍方未透露具體目標,但數小時後伊朗隨即高調認承,宣布已在該區域發動猛烈攻擊。 事實上,科威特因親美立場,早已多次慘遭伊朗及伊拉克什葉派民兵瘋狂圍剿。如今伊朗再噴導彈,徹底撕毀脆弱的停火協議,讓中東局勢全面走向失控深淵!
Taking full advantage of the [2nd Home+®️] A luxury condominium cost RMB$1 million in China’s Greater Bay Area will cost US$1 million in Hawaii or San Francisco
Taking full advantage of the [2nd Home+®️] A luxury condominium cost RMB$1 million in China’s Greater Bay Area will cost US$1 million in Hawaii or San Francisco. You are forced to pay 7x more! 享受中國獨家提供的「第二家園+®️」所帶來的生活紅利! 在中國大灣區的豪華一百萬房子,在夏威夷或舊金山也是一百萬美元,是中國大灣區的七倍價錢. 大灣區的房子沒有地稅,夏威夷或舊金山的一百萬美元房子,每年要付US$13,000 – 20,000 地稅. 夏威夷或舊金山的房子,每年要付的地稅是超過你在中國支付的還款金額! 在中國大灣區買了房子後你可以享受本地基本上可以說是免費的醫療保險,每年保費美元$80👌🇨🇳 其他紅利,公共交通費美元30分,食物包括外出吃飯是美國的1/4價錢,而且不用付30%的稅金和小費!中國沒有毒品,沒有槍枝和遊民問題,沒有像在美國因為不是白人,被白人警察射殺的風險,24小時安全外出,沒有生命危險的感覺! 上星期太太和我花了六天在珠海和中山見到不少來自美國和加拿大返回中國大灣區長期居住或退休的華僑享受中國給他們的紅利. 我問他們什麼時候返回美國或加拿大,他們問我是否開玩笑,他們在這𥚃享受人生,回去幹嘛!? 就算你手上錢不多,如果買中國大灣區房子,祇要你有二萬五千元美元,任何人有二萬五千美元現金都可以享受優質的居住環境或退休生活! 如果住在中國大灣區,有一天需要長期護理服務, 中國頂級護理服務是毎月人民幣$20,000; 同等護理服務在美國是每月美元$20,000 買一間人民幣一百萬的房子,以下是以人民幣計算. 買家是44歲或以下:根據一百萬房子、15%首期(即貸款85萬)、年利率3%、30年還款期計算,每月還款約為 $3,584。 買家是54歲或以下:根據一百萬房子、15%首期(貸款85萬)、年利率3%、20年還款期計算,每月還款約為 $4,714。 買家是64歲或以下:根據一百萬房子、15%首期(貸款85萬)、年利率3%、10年還款期計算,每月還款約為Continue reading “Taking full advantage of the [2nd Home+®️] A luxury condominium cost RMB$1 million in China’s Greater Bay Area will cost US$1 million in Hawaii or San Francisco”
Raising our children as useful members of your family and our society. By Johnson Choi in SF on 5-29-26
Raising our children as useful members of your family and our society. By Johnson Choi in SF on 5-29-26 將子女培養成家庭與社會的有用成員. 作者:蔡永強,2026年5月29日 我在稅務、本地與國際諮詢及財富管理領域從事了45年工作。每年,都有十幾位客戶來到我的辦公室,抱怨因為子女的關係,無法安穩退休或離開美國返回中國享受高質安全的退休生活. 由於與這些客戶相識數十年,我會直接問他們:「你把子女當寵物來養,還是當成能夠面對挑戰的人?」 超過一半的時候,答案顯示他們把子女當寵物來養就註定了他們子女的失敗。 我的祖父、父親和我(我從他們身上學到)遵循幾個簡單的規則:孩子22歲必須搬出父母家,沒有藉口。以前想進香港的大學很難,所以中學沒考上的,18歲就得離開。我父親有10個孩子,其中6個考上大學,所以他們可以住在家裡,或由父親負擔費用在香港以外的地方寄宿,直到畢業。畢業後,他們必須搬出去。從我小學開始,祖父就強調父親的教導,這讓我在童年時期就有了追求成功的動力。 有些客戶說這在美國不可能做到。我告訴他們,我在美國也是按照祖父和父親教我的方式來做。我的兒子和女兒在美國出生,大學畢業後都搬出去了。他們在夏威夷和奧勒岡州擁有多處總價值數百萬美元的房產,沒有向我要過一分錢。 我們的孩子將來如何,很大程度上取決於我們是把他們培養成家庭與社會的負擔,還是資產。我們蔡家自1875年以來,已經證明了我們的方法是有效的。 I spent 45 years in tax, domestic and international consulting, and wealth management. Every year, a dozen clients come to my office complaining they can’t retire peacefully orContinue reading “Raising our children as useful members of your family and our society. By Johnson Choi in SF on 5-29-26”
Ronnie Chan video with English subtitles: The only country that can destroy US$ is USA and US is working very hard to destroy its currency
Ronnie Chan video with English subtitles: The only country that can destroy US$ is USA and US is working very hard to destroy its currency. No place in the world is better than Hong Kong and China today! 恒隆集團榮譽董事長陳啟宗視頻有中英文字幕: 唯一能夠摧毀美元的國家是美國,而美國正非常努力地摧毀自己的貨幣。當今世界上,沒有任何地方比香港和中國更優秀! https://rumble.com/v7aji56-the-only-country-that-can-destroy-us-is-usa-and-us-is-working-very-hard.htmlhttps://www.tiktok.com/t/ZP8pwR5q9/ The US Returns to Isolationism, a Strong China Brings Peace to East Asia |Continue reading “Ronnie Chan video with English subtitles: The only country that can destroy US$ is USA and US is working very hard to destroy its currency”
Video: The true feelings of Hong Kong people who moved to the UK but ultimately decided to return to Hong Kong — only they know the bitterness and joy
Video: The true feelings of Hong Kong people who moved to the UK but ultimately decided to return to Hong Kong — only they know the bitterness and joy. 影片有中英文字幕: 香港人去了英國後最後決定回流香港的真實感受,苦樂自己知.https://rumble.com/v7aill2-the-true-feelings-of-hong-kong-people-who-moved-to-the-uk-but-ultimately-de.htmlhttps://www.tiktok.com/t/ZP8p3nP4R/
Back then, when Guo Jingjing got married, her parents returned an 11 million yuan dowry and a courtyard house worth 300 million yuan
Back then, when Guo Jingjing got married, her parents returned an 11 million yuan dowry and a courtyard house worth 300 million yuan. On the wedding day, they did not sit at the main table, prompting the Hong Kong media to mock them, saying, “The Huo family looks down on Guo Jingjing’s parents and doesn’tContinue reading “Back then, when Guo Jingjing got married, her parents returned an 11 million yuan dowry and a courtyard house worth 300 million yuan”