Natural disasters affecting supply chains and the increased needs from home electronics, 5G, cloud services, and the auto industry have resulted in a global chip shortage. Some automakers have suspended the manufacture, leading to global production loss or delay.
Rating agency Fitch warns the shortage is expected to continue, and now the Japanese and the US government are proposing legislation and establishing panels with key partners to build stronger chip supply chains.
Read more in WardsAuto.
同時也有9部Youtube影片,追蹤數超過5萬的網紅Gobby Hong,也在其Youtube影片中提到,好耐都無拍嘅美甲分享,今次同大家freestyle,教一個無分對錯點都靚嘅Color Block & Random Dot Nail Art! Enjoy~ ^3^ ? Like and Subscribe Youtube ➡️ http://www.youtube.com/gobbyhong ...
「the natural chip」的推薦目錄:
- 關於the natural chip 在 ITRI Taiwan Facebook 的最讚貼文
- 關於the natural chip 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於the natural chip 在 Facebook 的精選貼文
- 關於the natural chip 在 Gobby Hong Youtube 的最佳解答
- 關於the natural chip 在 reminyaaan Youtube 的最讚貼文
- 關於the natural chip 在 heyitsmindy Youtube 的最佳解答
- 關於the natural chip 在 The Natural Chip Co. - Home - Facebook 的評價
- 關於the natural chip 在 [澳洲零食筆記- 4]吃了一些The natural chip co. - Dcard 的評價
- 關於the natural chip 在 The Natural Chip Co. (30 second) - YouTube 的評價
the natural chip 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
the natural chip 在 Facebook 的精選貼文
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the natural chip 在 Gobby Hong Youtube 的最佳解答
好耐都無拍嘅美甲分享,今次同大家freestyle,教一個無分對錯點都靚嘅Color Block & Random Dot Nail Art! Enjoy~ ^3^
? Like and Subscribe
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❤️ PRODUCTS MENTIONED 提及產品 : ❤️
• 100%Pure - Horsetail Base Coat
https://www.100percentpure.com/products/horsetail-base-coat
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• Etude House - Mini French
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有朋友會幫的打字幕嗎?歡迎捐獻字幕!有心者我會把名字放在info box中以表感謝! 記得開首打左自己名先呀... (e.g. 字幕提供xxx字幕組)
WELCOME to submit subtitles to this video!! You would be credited and appreciated in the info box~ Remember to type your name from the very beginning of the subtitles (e.g. Subtitle by xxx) Thank you!!
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the natural chip 在 reminyaaan Youtube 的最讚貼文
動画をご覧頂きありがとうございます!
今回は、初めてのアイハーブの購入品をご紹介しました♡
長くなってしまったので、前編と後編に分けます!
初めての方は初回割引や、紹介コードを入れると安くお得に
買える方法もあるみたいなので、良かったら使って下さい!
紹介コード→AUA6860
少しでも皆様の参考になれば嬉しいです♡
👇iHerb アイハーブ
https://www.iherb.com
now foods サプリ
https://jp.iherb.com/pr/Now-Foods-Psyllium-Husk-Caps-700-mg-180-Capsules/758
EVLution Nutrition サプリ
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California Gold Nutrition ビタミングミ
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Celestial Seasonings ピーチパッションティー
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MusclePharmチョコバー
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† 今日の一言 †
便通良くなりました(笑)
↓再生リスト↓
レビュー♥review
https://www.youtube.com/playlist?list=PL6wPANJ2AQmz6BEvvyd8DabHgdOqlHYzb
*Twitter*https://twitter.com/reminyan61
*Instagram*http://instagram.com/reminyan
*さぶちゃん*https://www.youtube.com/channel/UC_q6axZIowLrkOQqYUbiVWA
よければフォローして下さい♥︎
♫Music by
PSYRUS - Lights Out | ♫ Copyright Free Music
Song: PSYRUS - Lights Out
Link: https://youtu.be/25B7QE_smxs
Music promoted by FMW. Released by Magic.
• Follow the artist:
https://soundcloud.com/psyrusofficial
https://www.facebook.com/psyrusofficial
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• Magic Records:
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the natural chip 在 heyitsmindy Youtube 的最佳解答
instagram: https://www.instagram.com/heyitsmindyy/
—————————————
嗨大家好👋🏻
今天的影片是又是上次受到好評的
全臉用新品上妝的GRWM!!!
也因應上支刷具影片大家對我眼妝的好評
今天也重製了當天的眼妝~~
(雖然那天畫得不是很順手嗚嗚嗚)
這次來推薦一下我覺得可以買的東西好了!!
1.3INA 3in1粉底液
2.I’M MEME四色修容盤
3.Solone 8色眼彩盒 #橘色誘惑
4.Romand霧面唇釉
以上四樣東西都變我手邊的愛用品了!!💖💖
那就希望大家會喜歡今天的影片
如果大家對我或是影片內容有什麼問題
都可以在底下留言
Thank you for watching!
#新品GRWM #FullFaceofNewMakeup
#heyitsmindy
—————————————
🍑韓國彩妝代購賣家
Peachface https://shopee.tw/u9781019
—————————————
Product Details:
#隱形眼鏡
OPT #波西褐
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Yesstyle X Cosrx 24 Hours Acne First-Aid Kit Box Version (Limited Edition)
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Low pH Good Morning Gel Cleanser
Galactomyces 95 Tone Balancing Essence
Honey Overnight Mask
Clear Fit Master Patch
L’Oreal Revitalift Crystal Centella Micro-essence Water 積雪草晶透青春露
#妝前乳
3ina The Revitalizing Primer 高透潤妝前凝露
VDL Lumilayer Primer Fresh
#粉底
3ina The 3in1 Foundation 零失控3in1粉底液 #208
tool:
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#遮瑕
Colourpop No Filter Matte Concealer #Light 14
Maybelline Fit Me Concealer 遮遮稱奇遮瑕膏 #15 Fair 白皙色
Canmake Color Mixing Concealer 三色遮瑕盤 #C11
CLIO Kill Cover Pot Concealer #2-BP Lingerie
tool:
Beautyblender
Sigma #F70
#蜜粉
3ina The Setting Loose Powder 透明蜜粉
tool:
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I’M MEME I’m Multi Square 我愛修修小V臉修容盤 #001 All About Contouring
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tool:
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tool:
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CelesteTerry Notonly Eyeshadow Palette 不只眼影盤
Solone Limited Edition Eyeshadow Kit 自我組妝三色眼彩盒
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#瑰麗紫粉 Glorious Purple Pink (康是美限定款)
Solone Classic Eyeshadow Kit 經典特調眼彩盒 #橘色誘惑 Tempting Orange
Rimmel Wonder’swipe 2-in-1 Liner To Shadow 2in1霓色燦星眼彩筆 #003 #005
tool:
琴制驚鴻系列 #498 尖頭上色刷
琴制驚鴻系列 #494 中號鋪色暈染刷
MAC #219
Spicychoco #18 http://bit.ly/2LmVr0a
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1028 Volume Curl Mascara 飛纖濃瞬翹防水睫毛膏
tool:
shu uemura 睫毛夾
#眉毛
I’M MEME I’m Brow Pencil Mirco Thin 我愛眉好逼真極細眉筆 #002 Natural Brown 自然棕 (屈臣氏限定)
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🌹 SpicyChoco有提供我專屬的折扣碼! 輸入"MINDY" 可以有9折的優惠😚 適用於全站所有產品(包括折扣產品!!!)
On Me:
(*代表有點久以前)
耳環: stylenanda*
格子外套: meier.q https://www.meierq.com/Detail/M400036390502
綠色背心: meier.q https://www.meierq.com/Detail/M400035792302
Music ♪ :
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https://soundcloud.com/iamplumkiller/777in
MAIL / [email protected]
• Camera: Canon G7X Mark ii
• Editing Software: Final Cut Pro X
• Earrings: https://www.facebook.com/mangoccc/
• Skin Type: 偏乾肌 Normal to dry
• Hair: https://www.instagram.com/yuki_mpalace/
FTC: Not Sponsored.
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the natural chip 在 [澳洲零食筆記- 4]吃了一些The natural chip co. - Dcard 的推薦與評價
[澳洲零食筆記- 4]吃了一些The natural chip co. 零食. 5月18日02:57 (已編輯). 這系列的波浪洋芋片口感我很喜歡~ 雖然相對其他薄片洋芋片油膩,但厚切讓洋芋片本身 ... ... <看更多>
the natural chip 在 The Natural Chip Co. (30 second) - YouTube 的推薦與評價
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Great tasting chips, naturally. ... The Natural Chip Co. (30 second). Snack Brands Australia. Snack Brands Australia. 280 subscribers. ... <看更多>
the natural chip 在 The Natural Chip Co. - Home - Facebook 的推薦與評價
The Natural Chip Co., Sydney, Australia. 91 likes · 1 talking about this. Great tasting Aussie chips, naturally. ... <看更多>