（小天使）#全民防疫 大家一起度過！❤️
#戴口罩 #勤洗手 #避免群聚

🌻Etsy.com(ETSY)今天盤後發表財報了, 盤後跌了10%.
疫情發生時, 它讓一些人可以有新工作or額外收入. 美國是個創業精神很強烈的國家, 這個網站也讓一些人的夢想可以實現. 網站的商品也相當多元, 沒想到的東西上面都可能有賣(我曾經在上面找過尤加利葉花圈, 以及可以客製化的書桌).

Anyway. 我希望對電商有興趣的讀者, 可以好好趁這個機會研究一下這家公司.

#ETSY 財報官方新聞稿
https://s22.q4cdn.com/941741262/files/doc_financials/2021/q1/Exhibit-99.1-Q1-2021.pdf

https://www.cnbc.com/2021/05/05/etsy-slides-more-than-9percent-after-it-warns-of-slowing-growth.html

🌻今天的大新聞之一, 就是Peloton將他們的跑步機做recall了.
查了一下YouTube, 他們的機器好像很容易翹起來(01:19那邊):
https://www.youtube.com/watch?v=S-fRP3U-nFA

這是另外一個影片, 還好小孩後來爬出來了(Thank God!)(有點恐怖)
https://www.youtube.com/watch?v=onXNnlCYJ4Y

有些投資人喜歡趁公司出了事, 去低接個股, 可是我好幾次的經驗是, 不好的事件有一就有二, 會接連地打擊股價. 如果不怕的話是沒關係, 反正之後都會漲回來, 但這又牽涉到, 錢要卡在那邊多久的議題了. 供參.

🌻行為科學家說, 我們在解決問題的時候, 常會用加法, 不是減法. 所以作者給投資人的建議: 在買股票的時候, 問自己, "要買甚麼? 賣甚麼?"而不是只想著買買買.
The question you should always ask yourself isn’t “What should I buy?” but rather, “What should I buy or sell?” Better yet, instead of asking how you can improve your portfolio, ask how you can streamline it.
https://www.wsj.com/articles/how-to-keep-your-cool-when-markets-are-sizzling-11619190301

🌻Jessica Alba(潔西卡阿芭)創立的The Honest Company今天上市了. 這家公司的產品標榜無毒, 也在大通路如Costco, Target有鋪貨. 有興趣的讀者可以研究看看.
https://www.cnbc.com/2021/04/09/jessica-albas-honest-company-files-for-ipo.html

https://news.sina.com.tw/article/20210505/38454788.html

🌻FireTV與Roku TV的市佔率
前陣子Amazon發表財報, 其中最引起我注意的, 是他們Prime Video串流媒體的成長速度, 因為我最近也常用Prime Video看影片, 影片量多的令我印象深刻.

"因為在家中的消費者依靠線上娛樂，亞馬遜執行長貝佐斯 (Jeff Bezos) 在聲明表示：「隨著 Prime Video 步入第 10 年，過去一年有超過 1.75 億的 Prime 會員在串流媒體上觀看節目和電影，串流媒體播放時間年增 70% 以上，而 AWS 也在短短 15 年快速成長，獲得許多大企業的青睞。」" (新聞來源: https://news.cnyes.com/news/id/4636114)

心血來潮, 找了一下FireTV的市佔率, 沒想到在Q4成長驚人(請見下圖一)

🌻上週提到, 晶片短缺, 可以考慮買車零件(auto parts)的零售業. WSJ也有同樣的看法:
https://www.wsj.com/articles/auto-parts-retailers-still-have-room-to-run-11619718748

🌻好文: Why the Chip Shortage Is So Hard to Overcome
https://www.wsj.com/articles/why-the-chip-shortage-is-so-hard-to-overcome-11618844905
"Auto makers are among the buyers that have felt the shortage most acutely, as cars need more semiconductors than ever before. Electronics made up more than 40% of a car’s total cost in 2017, doubling from that in 2007, according to consulting firm Deloitte."

"Their use is expected to grow, along with costs. German auto-chip maker Infineon Technologies AG said it expects the cost of chips in autonomous vehicles to jump to about $1,200 by 2030 from about $170 currently required for “Level 2” vehicles, or partly automated cars."

Pictures來源:
https://www.mediaplaynews.com/report-samsung-tizen-smart-tvs-top-global-streaming-operating-systems/?hilite=%27David%27%2C%27Watkins%27

https://www.mediaplaynews.com/report-amazon-topped-roku-in-q4-streaming-media-device-sales/?hilite=%27David%27%2C%27Watkins%27

#Opinion by He Jiang-bing 賀江兵｜"The central bank is acutely aware that the population issue is the greatest obstacle to China’s economic development in the medium to long term... the low fertility rate and the aging population will be the biggest concern for China’s economy in the future."

Read more: https://bit.ly/3dxCeIN

"央行強烈意識到人口問題是中國經濟中長期發展最大障礙。生育率偏低、人口老齡化等問題將是中國經濟未來最大的憂患⋯⋯"
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Hi guys! It's been a couple of years since I've been wanting to start YouTube but yes finally! Staycation has motivated me to acutely get my hands on video making :) Can't wait to share more and interact more with all of you. Xx

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別找我麻煩 （全民防疫版）
詞：全民！
曲：蔡健雅

你防疫了嗎？今天量體溫了嗎？
乖乖待在家 先別出去趴趴造
記得和人類 保持幾公尺距離
暫時不握手擁抱

*病毒病毒快走開
你可知道戴口罩很難受 好難受oh
病毒病毒快走開
除了難受手機也打不開 好困惑oh
你還想怎麼樣 搞得人都抓狂
求你幫個忙
病毒病毒別找我麻煩

是注定的嗎？ 快世界末日了嗎？
衛生紙竟然 一夜間都被搶光
看新聞報導 街上人群都解散
新冠肺炎來鬧場

*病毒病毒快走開
你可知道 我多想見朋友 吃個飯 oh
病毒病毒快走開
不停洗手噴酒精手很乾 心很酸 oh
你還想怎麼樣
搞得人都抓狂
求你幫個忙
病毒病毒別找我麻煩

*病毒病毒快走開
你可知道前線醫護人員 忙不完 oh
病毒病毒快走開
我好懷念能到處去旅行 多愉快 oh
你還想怎麼樣
全世界都抓狂
求你幫個忙
病毒病毒別找我麻煩

我勤洗手
戴口罩
保持社交距離
叫外賣
放門外
誰都不准進來
病毒快走開


Dark Cloud (Covid-19 virus version)
English translation by Tanya

Have you taken preventive measures? Have you taken your temperature?
Be good and stay home, don’t go out partying
Remember to stay a few meters away from every human
No handshaking or hugging for now

*Virus Virus please go away
Don’t you know it’s a pain to wear masks, such a pain
Virus Virus please go away
Besides being a pain, my phone can’t work (can’t get my facial recognition), what a bother
What are you doing?
You’re making us all go crazy
Please do me a favor
Virus Virus please go away

Is it meant to be? Is the world coming to an end?
Toilet papers are all sold out suddenly
The news are reporting deserted streets
The corona virus is here to cause trouble

*Virus Virus please go away
Don’t you know I really want to see my friends and have a meal together
Virus Virus go away
Incessantly washing my hands are making them so dry, making my heart feel bitter
What are you doing?
You’re making us all go crazy
Please do me a favor
Virus Virus please go away

*Virus Virus please go away
Don’t you know our frontline health workers are acutely overworked?
Virus Virus go away
I miss the days where I can travel everywhere, such happy days
What are you doing?
The whole world is going crazy
Please do me a favor
Virus Virus please go away

I wash my hands dutifully
Wear my masks
Practice social distancing
Call for takeout delivery
Please let them at the door
No one’s allowed to come indoor
Virus please go away
加入蔡健雅Tanya臉書粉絲團：http://goo.gl/FO5Gd
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When it comes to US and China trade disputes, perhaps no country is feeling the effects quite as acutely as Taiwan. Amidst the uncertainty, how can players trapped in the middle make the most out of the situation they now find themselves in? These are global issues. And this is The Taiwan Take.

Our guest is Rupert Hammond-Chambers - president of the US-Taiwan Business Council. We discuss the on-going trade war and its effect on Taiwan. We walk talk high tech, which makes up a large part of the Taiwanese economy, and the difficult decisions this sector is making to adapt to the new business landscape.

Today’s episode is hosted by J.R. Wu - Chief of the Secretariat for INDSR (Institute for National Defense and Security Research) in Taiwan. Wu is a former journalist with nearly two decades of media experience in the US and Asia. She has led news bureaus for Reuters and Dow Jones.

Follow us on Twitter @ghostislandme
Contributing to our tip jar at Patreon (www.patreon.com/Taiwan)

SHOW CREDIT

Host - J.R. Wu
Producer / Editor - Emily Y. Wu (Twitter @emilyywu)
Researchers - Sam Robbins (Twitter @helloitissam), Yu-Chen Lai
Today’s Guest - Rupert Hammond-Chambers (Twitter @RJHCUSTBC)
Brand Design - Thomas Lee
Production Company - Ghost Island Media
MB01NOFXITMLQIY

https://ghostisland.media