【國立臺灣大學 109學年度畢業典禮 貴賓致詞】
Commencement Address, National Taiwan University Commencement 2021

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巨大集團 羅祥安前執行長
Giant Group Former CEO Anthony Lo

管校長，羅副校長，各位貴賓，畢業生的家長跟朋友們，還有今天最重要的2021年臺大的畢業生，大家早安、大家好！

首先恭喜你們，今天從全世界最優秀大學之一的臺灣大學畢業了！
在過去幾年，在管校長，以「大學教改」和「國際化」的理念，率領全體師生的努力之下，臺大在全世界的能見度，和各項排名，都有顯著的進步，也讓身為校友的我們倍感光榮。

是不是我們大家一起鼓掌，給自己鼓勵一下好不好！

你們今天剛剛畢業，但是你們已經創造了臺大一項新的紀錄：第一次，沒有傳統畢業典禮的畢業生。這將是你們人生一個非常特別的回憶，也預表了你們未來將會有與眾不同的表現，和非凡的成就。

現在的世界，局勢是在東方跟西方的勢力，彼此對抗而動盪不安。而全世界的經濟活動，也因為科技的突破性創新，而受到很大的影響。不盡理想的、不盡公平的全球化，也將逐漸地變成 全球在地化。而COVID-19肆虐全球的結果，使得臺灣跟全世界，大家的生活型態、社會的結構、經濟活動的節奏都被打亂了，而必須要加以全面的整理跟重新的架構。這當然是一個危機，但是更是一個絕好的機會。所以，將你們迎面而來的，是無數的創新的機會，以及冒險卻令人興奮的全新挑戰。

因為臺灣，這是第一次跟全世界各個國家，同步的站在一個嶄新的共同起跑點上面。所以我要恭喜你們，你們躬逢其會，將要進入一個充滿希望、嶄新的時代。

我是1969年從臺大畢業的，所以我想今天就以我畢業之後的50多年，人生的一些學習和體會，來跟諸位分享，給諸位作個參考。

當我大學畢業的時候，我滿懷抱負，迫不及待地想要大展身手，我當時進入臺灣最大的貿易公司工作，但是我發現我所學的很多東西，只有一些國際貿易的實務跟英文有用，至於其他我所學習到的經營管理的很多知識，恐怕都要等到10年、20年之後，如果我有幸當上高級主管才能派上用場。

更諷刺的是，我是商學系畢業的，但是工作兩年後，我發現我真的不喜歡做商人，我也不喜歡做生意，我有興趣的是做事業。

後來，幸好我有聆聽我心裡面的微弱的聲音，決定踏進自行車業，放棄掉台北最好的貿易公司的金飯碗，而去參加在大甲一個只有38個人的小公司，來追求我的夢想。

那時候許多人認為我腦筋有問題，頭殼壞去，但現在回顧回來，我當時是做了人生一個非常好的決定。

創業的過程飽受艱辛，但是我也學到了很多寶貴的經驗：我首先學到的，是在做事之前，必須要先學做人。

人必須要誠信踏實，不能自私自利，而要利他共好。

要隨時心存感恩，尊重、關切別人。要熱愛這個世界，並且要了解到一個人的能力是有限的，而必須要去建立互信、互助的人際關係；要融入群體、要發揮團隊的精神。

在做事方面，一定要以正面積極的態度，認真努力去工作。 而且不要怕失敗，要勇於接受新的挑戰。因為如果有失敗了，那只是代表說你又更靠近成功一步了。要作中學，學中作，要虛心好奇的終身學習，開拓挑戰、追求卓越。

在這裡，我想要送給大家一個很特別的畢業禮物，就是兩個「成功的錦囊」。
第一個錦囊：不管你做什麼工作，不論你職務的高低，永遠都要站在顧客的立場，來為他們設想，還能做什麼，讓他們能夠得到更多的創新價值。

第二個錦囊：無論作什麼工作，不管你職務的高低，永遠都要站在經營者的角度來為公司設想，要做什麼，才能讓公司更健康，永續經營跟發展。

既使你們把我後面講的很多東西都忘記了，沒關係，但是這個畢業禮物你們一定要記得帶回去，因為這些「同理心」的兩個錦囊，在未來會給你們帶來意想不到的祝福！

其次我體會到，名跟利都是副產品。正產品是你成為什麼樣的人，成就什麼樣的事。當正產品是對的時候，名跟利都自然會來。

所以我鼓勵大家在找工作的時候，不要太計較開始的薪水和待遇。因為事實上，一個新人，在前面三年是很難有大的貢獻的，反過來只是公司發薪水來給你培訓而已。所以選擇一個有意義的行業，找一家你可以學習進步的好公司，這才是重要的。

第三，我學習到 知識不等於智慧。諸位都學有專精，有很多寶貴的知識，但這些知識必須要實際去做才能夠產生經驗，而累積的時候會有不同經驗的反省、學習、跟體會，尤其是從那些失敗的經 驗，才能夠漸漸地凝結成有用的智慧。
我的成長過程分成三段，開始我是一個「I」型的人，我擁有一些經營管理的基本的能力。後來因為工作的需要和我的好奇心，我漸漸地學習到技術開發、製造生產、品牌推廣、全球經營、以及行銷、服務等等寶貴的經驗，這樣漸漸地，我就形成一個「T」型的一個跨界的人才。但是到了我真正找到公司未來的使命跟方向，並且把它跟我的人生目標結合在一起，熱情的、積極去推動的時候，那時候我終於成為一個「十字架」型的一個領導者。

當公司發展得比較穩定之後，我就面臨要如何來替公司規劃願景、使命、定位，跟長期策略。在這個階段，我有一些新的體會：首先，你必須要能夠畫出一個「黃金正三角形」，正三角形是最穩定的，上面是戰略，中間是戰術，下面是戰鬥。先要有正確的戰略，才能衍伸出有效的戰術，再根據這個戰術去貫徹戰鬥的執行。換言之，戰略就是做對的事情，戰術就是對的方法，戰鬥就是用對的方法去把事情做對做好，並且不斷地去持續改善。

想要能夠思考出長期的戰略，就必須要有洞察力。

我很喜歡看地球儀，就是那種在一個架子上面，有一個可以轉動的地球模型。當你把地球轉動的時候，你看到上面每一個地方、每一個國家，它的地理位置、它的自然生態，以及你思考它的歷史的演變跟它的發展，這樣子你就能夠得出一個整體的，跟全方位的一個概念。

在思考長期戰略的時候，很不容易得出一個有突破性的一個創見，它的原因往往是因為「當局者迷」的關係。

所以當我考慮長期戰略的時候，我會把自己設想，好像從一個人造衛星上面，來觀看一個轉動的地球。以宇宙格局的高度，以全球視野的廣度，以歷史演進的長度，這樣子你就能夠以一個「旁觀者清」的姿態和角度，來正面、反面深入思考，這樣子你就可能得到一個突破性的一個解答。「世界的捷安特」跟「全球在地化」的品牌經營—這樣子的策略、願景就是這樣產生的。

另外一種洞察力，是如何推出給人們有創新價值的產品跟服務。這就要時時地站在人文跟科技的十字路口，仔細觀察它們的變化，然後活用科技的進步，為人文潛在的需求，適時地提供最佳的解決方案。捷安特的Cycling世界，就是用這種方法，不斷的推出創新價值的產品。

我們在經營上也有發展出一個特別的理念，那就是「不求第一，要作惟一」。全世界的人這麼多，但沒有兩個人的指紋是一樣的， 所以每一個人都是獨一無二、都是惟一的。可見當上帝造每一個人的時候，祂都有衪特別的計劃，而且也把成功所需要的能力跟要素，已經放在你的心中，等待你取用。所以每一個人不應該只是模仿別人，或者是按照別人的期望來生活，而應該要找出並且發揮自己的天賦，真正做自己，成為惟一，才能夠活出精采的生命。

企業也是一樣，不能隨波逐流，必須要找出什麼才是對的，什麼是合適你的，什麼才是有意義、對這個世界有貢獻的，這個才是惟一。當你精益求精，努力的想要成為惟一的時侯，你才能夠找到真正正確的目標，以及永續生存的價值。如果事事都想為第一，那麼你可能去追求很多不切實際的目標，而被你無法承受的巨大壓力所摧毀。或者，因為不擇手段，最後走上一些錯誤的道路。
在長期追求惟一的過程當中，我也得到兩個重要的體會：當你決心做一件對的事情，而且不屈不撓，勇敢堅持奮鬥的時候，全宇宙的力量都會起來幫助你。另外，把一件有意義的事情，用生命的力量把它作好，你就有可能改變這個世界！

我鼓勵你們，聆聽你們內心深處的微小的聲音，讓它引導你們，去尋找到你們的天賦，了解你們的命定。

不求第一，要作惟一。做你真正的自己，成為惟一。活出你精彩的生命，享受你幸福的人生！

很多人說，生長在臺灣的人，一輩子裡面一定要完成三項挑戰：登玉山、泳渡日月潭、還有騎自行車環島。我覺得這非常有道理。所以我建議大家在畢業以後，在去當兵、就業之前，不妨參加一個自行車環島的旅行團，用九天的時間，仔細的去體會、欣賞寶島臺灣的美好，用自行車的輪胎去親吻，這塊生你長你的美麗大地，就當作是送給你自己的一個畢業禮物吧！

那教授們跟家長們，可能會想說，啊！太可惜了，我畢業的時候沒有騎自行車環島，我現在已經五六十歲了。沒關係，你這個年紀正好來從事人生的壯遊。
我們臺大的校長－管校長，在今年的一月份，就勇敢的完成他夢寐以求的自行車環島的壯遊。我們給管爺一個掌聲好不好？

有人認為臺灣很小、沒有前途，真的是這樣嗎？世界經濟論壇每年都要把全世界的國家的實力做一個調查跟排名。讓我們來看一下臺灣的排名。全世界有235個國家，就面積來講，我們排名第137；就人口來講，第57；就經濟體來講，第21；就整體競爭力來講，排名第11；而創新力，臺灣排名第4。沒錯，臺灣的確不大，但是我們很強，我們可以很有前途！

可預見的，未來的世界將會成為美、歐、亞三區鼎力的這個新局面。就像三個圓圈，各自都以自己的利益為優先，並且彼此長期的競爭、對抗和抵制，但是同時又不得不相互的維持一些必要的連結。而在每一個圈裡面，它將持續的有很多劇烈的改變，就像一個暴風圈一樣。而這三個暴風圈連結在一起，就形成一個所謂完全風暴PERFECT STORM。

最近經濟學人雜誌，把臺灣當作封面，稱臺灣為地球上最危險的地方，但同時又是科技業最關鍵的地方。我個人倒認為，未來臺灣可能是處在一個最有利的地位，就在那三個暴風圈中間的那個颱風眼，也就是這三個圈圈彼此連結交會的中心點。這個地方看起來好像危險，其實是最安全、最有利、又是最關鍵的地方。

當三個暴風圈無可避免的，參與在一個長期的競爭、對抗、跟抵制－這樣一個零和的賽局裡面。那臺灣並不屬於任何一個圈圈，也不需要去參與這些競爭、對抗跟抵制。而可以去想說，我可以在這個關鍵的中心點，替這個世界來提供什麼樣子的創新價值的貢獻。

臺灣過去50年的努力累積了很多技術開發、製造管理、金融資本，社會資源，以及民主法治體制，這些稀有而寶貴的實力。而且如果以全世界作為舞台，那麼，能夠精通中文跟英文、能夠深切的了解東方西方的文化；有專業，又能跨界，謙卑而不自卑，自信而不自大的臺灣人，可能是全世界最優秀的人才。

未來無法被預測，但是可以被創造！30年前，有誰能夠預測到說臺灣會產生世界級的台積電跟捷安特？

台積電秉持著作惟一的理念，以全球晶圓代工的戰略，厚植實力，打造了優質高效的供應鏈，把臺灣變成一個科技島。以臺灣為核心，轉動引領全世界的半導體市場。

捷安特也秉持著作惟一的理念，以世界的捷安特，全球在地化的品牌戰略，帶領A-Team把臺灣變成全世界高級車的中心，又積極的推動Cycling的新文化，把臺灣發展成一個自行車島，以臺灣為核心，轉動引領全世界自行車的市場。
在這裡我也期許我們臺大，也能夠以作惟一這樣子的理念，轉動引領世界，變成全世界最優秀人才培養的最佳搖籃。

未來的50年，臺灣將迎來前所未有最大的機運！所以臺灣是不是應該要脫離過去單純競爭的心態，而來積極的謀求長期的未來生存之道，或者更進一步要問自己：臺灣可以為世界貢獻些什麼？臺灣不應該只是消極的「根留臺灣」，而應該更主動積極的「放眼全球、立足亞太、深根臺灣」。

臺灣過去的50年，那是一個非常艱辛跟特別的階段。很慶幸的，臺灣在那個階段裡面，是屬於勝利的這一組。

現在是應該到了必須要了解過去、深入現在、策劃未來，這個重要關鍵的時刻。要如何的以宇宙格局的高度、以全球視野的廣度、以及歷史演進的長度，衡外情，量己力，來為臺灣重新的定位，重新畫一個正確的戰略、戰術、戰鬥的黃金三角形。讓臺灣能夠真正發揮自己的長處，能夠打造創新價值的優勢，成為惟一、做Only One！要能夠創造一個更安全、更廣闊、更興盛－全新的藍海。臺灣必須要成為世界的好公民，繼續的為全世界做更多、更好的貢獻！
2021的畢業生們，在你們當中有未來國家的領導人、有全球企業的創造者、有在社會各行各業、方方面面的核心人才，所以臺灣未來50年的未來，就掌握在你們手中了。

最後，我想用一位著名科學家的名言來作結尾： Life is like riding a bicycle. To keep your balance, you must keep moving. 人生就像騎自行車，要保持你平衡最好的方法，就是繼續不斷地向前進。

你知道這是誰的名言嗎？ 沒錯，就是愛因斯坦！

2021的畢業生們，請你騎上你人生的自行車，勇敢的向前邁進，去開創你獨一無二、精彩無比的新生命跟未來。再一次，恭喜你們，並且祝福你們每一位，將來都能夠有健康、幸福、精彩跟有意義的人生！
謝謝！

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President Kuan, Executive Vice President Luo, Distinguished guests, family, friends, and most importantly, the graduating class of 2021, good morning!

First of all, congratulations! Today, you are graduating from one of the best universities in the world – National Taiwan University!

Over the last few years, President Kuan led the university forward with his vision of “educational reform” and internationalization”. Together with all the faculty and students, NTU has made significant progress in both ranking and global visibility, making us, alumni, extremely proud.

I think we deserve to give ourselves a round of applause!

You are the graduating class of 2021 and already, you have set a new record for NTU: For the first time, there will not be a traditional graduation ceremony. Let this be a very special memory of your life and a sign of the difference you will make in your future with extraordinary achievements.

The world is now in a volatile state where the East and the West are confronting each other. The world’s economic activities are also greatly affected by the breakthrough and innovations in technology. The less-than-ideal and less-than fair globalization will gradually become global localization. And as a result of COVID-19, Taiwan and the rest of the world’s lifestyle, social structure, and economy have been disrupted, and must be comprehensively reorganized and restructured. This is certainly a crisis, but in the midst of every crisis, lies great opportunity. So, what lies before you are countless opportunities for innovation, and exciting new challenges.

Because, for the first time, Taiwan is standing with the rest of the world on a new race-track. Therefore, I would like to congratulate you, you are entering a new era full of hope.

I graduated from NTU in 1969. It has been more than 50 years and today, I would like to share some of my life experiences and insights.

When I graduated from college, I was filled with ambition. I couldn’t wait to make my mark. I joined one of the largest trading companies in Taiwan, where I quickly realized the only materials I learned in school that came in handy are a little bit of international trade practices and English. Much of what I had learned about business management would only be relevant 10 or 20 years down the road, if I was lucky enough to become a senior executive.

What’s even more ironic is that I graduated with a degree in business, but after working for 2 years, I realize I really don’t like being a businessman, and I don’t like doing business. What I am actually interested in is building an enterprise.

Fortunately, I chose to listen to the faint voice in my heart and decided to enter the bicycle industry. I left my position at the best trading company in Taipei to join a small company with only 38 employees in Dajia to pursue my dream.

At the time, many people thought I must’ve broken my skull and gone crazy, but looking back, I have made a great decision in my life.

The process of starting my own enterprise has been very difficult, but I have learned many valuable lessons. The first thing I learned is that before you can do anything else, you have to learn to be a person of good character.

We must be honest, down to earth, selfless, self-serving, and altruistic for the common good.

Be grateful, respectful and caring at all times. To love the world and to understand that one person’s ability is limited and that is necessary to build interpersonal relationships of mutual trust and support; to be part of a group and to play as a team.

When it comes to work, you must work hard with a positive attitude. And don’t be afraid to fail, be brave enough to accept new challenges. Because every time you fail, it just means you are one step closer to success. Learning is an active process. We learn by doing. We must stay open-minded and curious, aspiring to lifelong learning; to explore challenges and pursue excellence.

Here I would like to give everyone a special graduation gift, which are my two tips for success:
First, always put yourself in the customer’s shoes, regardless of what you’re doing or what kind of job title you hold. Think for them, think about what else you can do to create more value for the customers.

Second, regardless of what you’re doing or what kind of job title you hold, always think about the company from the proprietor’s point of view; what can we do to build a healthier company that’s sustainable.

Even if you are going to forget everything I say later, that’ ok. Just remember to take your graduation gift at heart, because these two tips on “empathy “are sure to bring you unexpected blessings in the future!

Later on, I realized that fame and money are merely byproducts. The real product is you, what kind of person you have become and what have you achieved. When the real product is identified, fame and money will come naturally.

So I encourage you, when you look for a job, don’t be too concerned about the starting salary and benefits. Because as a matter of fact, as a newcomer, it is very difficult to make a big contribution in the first three years, so really the company is paying to give you training instead. So choose a meaningful industry and find a good company where you can improve and grow, that’s what’s important.

Thirdly, I learned that knowledge is not the same as wisdom. All of you have learned a lot and have a lot of valuable knowledge, but this knowledge must be practiced in order to produce experience, and in the process of accumulation, there will be different experiences of reflection, learning and empathy, especially from failure, slowly and surely all these experiences will be condensed into useful wisdom.

My personal development can be divided into three stages. I began as a I-shaped person with some basic skills in business management. Later on, due to my job and curiosity, I gained respected experience in technology development, manufacturing, branding, global marketing, and service and thus gradually becoming a T-shape multidisciplinary professional.

However, when I combined the future mission and direction of the company with my life goals, promoting it enthusiastically and actively, that is when I finally became a X-shape transdisciplinary leader.

Once the company became more stable, I was faced with the challenge of planning the vision, mission, positioning, and long-term strategy for the company. At this stage, I had some new insights.

First, you must be able to draw a “golden triangle”, an equilateral triangle is the most stable shape with strategy on top, tactics in the middle, and operations at the bottom. In other words, the strategy is to do the right thing, the tactics is the using the right methods, and operations is using the right methods to excel on doing the right things while constantly improving them.

To develop long-term strategies, it is necessary to have insight.

I enjoy looking at the globe, yes, the spherical model of Earth that sits on a stand and can be rotated. When you rotate the globe, you can see every place and country on it, its geographical location, its natural ecology, and you can think about its historical evolution and development, so that you can come up with an overall comprehensive concept.

When thinking about long-term strategy, it is not easy to come up with a groundbreaking idea, because “men are often blind in their own cause”

Therefore, when I think about long-term strategy, I imagine myself as if I were looking at a rotating Earth from a man-made satellite. With the height of the universe, the breadth of global vision and the length of historical evolution, you will be able think about it from the perspective of an observer, and then you may have a breakthrough. This is how the strategy and vision of “GIANT for the World” and “glocalization” brand management came about.

Another kind of insight is how to introduce the products and services to create additional value to people. This requires standing at the crossroads of humanity and technology, observing their changes carefully, and then using technological advances to provide the best solutions for the potential needs of humanity in a timely manner. This is how GIANT’s Cycling World continues to introduce innovative values to its products.

We have also developed a special philosophy in our business, which is “don’t be the first one, be the only one”. There are so many people in the world, but no two people share the same fingerprints, making each person unique and one of a kind. God created each person with purpose and has gifted us with the abilities and elements needed for success. All of which is in your heart, waiting for you to take them. Therefore, we should not just follow each other’s footstep or live under the expectations of someone else. Instead, we should find and give reigns to our talents, to truly be ourselves, to become the only one and live a brilliant life.

The same applies to businesses, you can’t just go with the flow, we must find what is right and suitable and what is meaningful and contributive to the world, this is what it means to be the only one. When you strive for excellence and strive to be the only one, you will find the right goals and the value of sustainability. If you try to be first in everything, you may pursue many unrealistic goals and either be destroyed by unbearable pressure or resort to doing whatever it takes, and end up on the wrong path.

I have learned two important lessons in my long quest to be the “only one”. When you are determined to do the right thing and you are unyielding and persistent in your struggle, the power of the universe will rise up and help you. In addition, if you do something meaningful and do it well with the power of life, you may change the world.

I urge you to listen to the small voice deep within you and let it guide you to find your talents and understand your destiny.

Do not seek to be the first but to be the only. Be true to yourself and be the only one. Live your life to the fullest and enjoy your life to the fullest!

Many people say that growing up in Taiwan, you must complete three challenges in your lifetime: climb to the top of Jade Mountain, swim across Sun Moon Lake, and ride a bike around the island. I think this is very true. Therefore, I suggest that after graduation, before you go to the military or get a job, you might as well join a bicycle tour around the island and spend nine days to carefully experience and appreciate the beauty of Taiwan. As a graduation gift to yourself, let the tires kiss the beautiful land where you were born and raised.

All the professors and parents must be thinking in regret, “Ah! Too bad! I didn’t ride my bike around the island when I graduated and now I’m already in my 50s and 60s…” But that’s okay! You are actually at the perfect age to start your adventurous life.

Our President of NTU, President Kuan bravely completed his dream bike tour around the island in January this year. Let’s give President Kuan a round of applause!

Some people think that Taiwan is small and has no future. Every year, the World Economic Forum conducts a survey and ranking of the strength of countries around the world. Let’s take a look at Taiwan’s ranking. There are 235 countries in the world and we rank 137th in terms of landmass, 57th in terms of population, 21st in terms of economy, 11th in terms of overall competitiveness, and 4th in terms of innovation. It’s true that Taiwan is not big, but we are strong and we have a promising future.

In the foreseeable future there will become a new situation in which the United States, Europe and Asia will be the three focal regions. Just like three circles, each of which prioritizes its own interests and is in long-term competition, confrontation and resistance, but at the same time has to maintain some necessary links with each other. And in each circle, drastic changes will be endless, just like a storm circle. These three storm circles are linked together to form a so-called PERFECT STORM.

The Economist magazine recently featured Taiwan on its cover, calling it the most dangerous place on earth, but at the same time the most critical place for the technology industry. Personally, I think that Taiwan may be in the most favorable position in the future, right in the middle of the three storm circles, the eye of the typhoon, which is the center point where these three circles are connected. This place seems dangerous, but in fact it is the safest, most favorable, and most critical place.

When the three storm circles are inevitably involved in a long-term competition, confrontation, and boycott - a zero-sum game. Taiwan does not belong to any of these circles, nor does it need to participate in these competitions, confrontations, and boycotts. Instead, situated in this critical position, I should begin to think about what kind of innovative value I can provide to the world.

Taiwan's efforts over the past 50 years have accumulated many rare and valuable strengths in technology development, manufacturing management, financial capital, social resources, and the democratic rule of law system. If the world is our stage, Taiwanese people who are proficient in Chinese and English, who have a deep understanding of Eastern and Western cultures, who are professional, who can cross borders, who are humble but not inferior, and who are confident but not arrogant, may be the best talents in the world.

The future cannot be predicted, but it can be created! 30 years ago, who could have predicted that Taiwan would produce globally renowned TSMC and GIANT?
TSMC is committed to the concept of being the only one, and has built up its strengths with its global foundry strategy, creating a high-quality and efficient supply chain and turning Taiwan into a technology island. With Taiwan as the core, TSMC is leading the worldwide semiconductor market.

GIANT also upholds the concept of "Be the only one" and leads the A-Team to turn Taiwan into the center of the world's premium bikes with the brand strategy of globalization and localization, and actively promotes the new culture of cycling, developing Taiwan into a cycling island and leading the world's cycling market with Taiwan as the core.

Here I also hope that we, NTU, can also lead the world with the concept of being the only one, and become the best cradle for the cultivation of the best talents in the world.

In the next 50 years, Taiwan will have the greatest opportunity ever! Therefore, Taiwan should get rid of the simple competitive mentality of the past and actively seek the long-term survival of the future, or go even further and ask itself: What can Taiwan contribute to the world? Taiwan should not just "secure Taiwan" in a conservative way, but should be more proactive with global outlook and establish a foothold in the Asia Pacific.

The last 50 years, for Taiwan, has been very difficult and significant. Fortunately, Taiwan pulled through and came out as one of the winners.

Now is the crucial moment to understand the past, delve into the present, and plan for the future. We must take the height of the universe, the breadth of our global vision, and the length of historical evolution, weigh the external situation, and measure our own strengths to reposition Taiwan and draw the golden triangle of strategy, tactics, and operations. Taiwan should be able to give full play to its strengths, create innovative value, and become the only one! Taiwan must become a good citizen of the world and continue to make more and better contributions to the world!

Graduates of 2021, among you are the future leaders of the country, the creators of global enterprises, and the core talents in all walks of life, the future is in your hands.
Finally, I would like to conclude with a quote from a famous scientist: Life is like riding a bicycle. To keep your balance, you must keep moving.

Do you know who this quote belongs to? That's right, Einstein!

Graduates of 2021, please get ready for your life adventure, get on your bikes and peddle courageously forward to create your own unique and exciting future. Again, congratulations and best wishes to each and every one of you for a healthy, happy, and meaningful life!

Thank you!

詳見：
https://www.facebook.com/NTUCommencement/posts/2718162161807541

.
#臺灣大學 #畢業典禮 #NTUCommencement2021 #貴賓致詞 #羅祥安

🌻年報導讀

之前提過, 本來想秋天來做這樣的導讀, 但台灣疫情太嚴重, 這個時候做, 或許比較好, 這樣有興趣的人可以利用在家的時間來學習, 也可以轉移對疫情的注意力.

美國上市公司的年報資訊很透明. 通常看完一份年報, 就能掌握八成的公司狀態了. 公司給的官方資訊也比網路上的優質&有系統.

這次會以一家成長型公司的年報為主軸, 其他公司的為輔, 來帶大家看年報, 並分享自己是如何抓公司的營運重點. 屆時也會有有看年報經驗的股友一起做分享.

(By the way, 我說的年報導讀, 是說看10-K(以下以PINS為例). 主要是知道公司的業務, 還有該注意的營運關鍵數字:

https://d18rn0p25nwr6d.cloudfront.net/CIK-0001506293/0c811ec8-0109-4e9a-8f81-974b15595671.pdf

Anyway. 只是想先溝通一下會比較好. 要參加的人, 也比較有心理準備.)

年報導讀
🎯目的: 推廣看年報的好處,並藉此了解公司營運核心, 以掌握財富; 推廣疫情期間在家自學.
🎯對象: 想要了解個股基本面的美股投資人.英文能力不是問題: 可透過這次的導讀, 讓您之後找中文資料時, 能夠進入狀況. 或是之後可利用Google Translator來做輔助.
🎯時間: 台灣時間本周日(06/06)早上10點. 美國的朋友也歡迎(美東時間周六晚上10點, 美西時間晚上7點). 計畫1~1個半小時.
🎯進行方式 : Zoom (抱歉我不會露臉😅)
請用這連結加入會議: https://www.zoom.us/join
Meeting ID: 490 064 3121
Meeting passcode: 4n0tRe(輸入的時候請注意大小寫. 中間那個是數字"0")
(如果屆時不方便, 我會將影片錄下來, 之後可以觀看)

🌻本周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/05/blog-post_27.html

🌻曾獲諾貝爾經濟學獎的美國心理學家 Daniel Kahneman, 最近接受了Barron's的專訪, 談了一下他的新書"Noise".

https://www.barrons.com/articles/economist-daniel-kahneman-says-noise-is-wrecking-your-judgment-heres-why-and-what-to-do-about-it-51622228892

印象比較深的幾段有:

1. 討論也是會帶來所謂的噪音("in some cases, discussions can cause noise.")
-->This makes me wonder: 大家在一起討論個股時, 是否真的對自己有幫助?

一位財經名嘴的方法挺好: 他會自己先把公司的資料看過一遍後, 歸納出自己的想法. 也讓自己不受到媒體的報導所影響.

2. Overconfidence spins from the fact that we tend to latch onto one interpretation of a situation. We do not see alternatives.
過於自信其實是只看到一種情境的展現, 因為這表示自己沒有看到另外幾種情境.

3. One way to discipline your thinking is independence—making sure that if you’re consulting different people, they are independent of each other. Or if you are looking at different characteristics of an investment, that you evaluate them independently of each other.
一種讓自己思考能夠有紀律的方法是獨立--也就是在跟不同的人徵詢意見時, 這些人的思考也是要互相獨立的. 不是同溫層.
運用在投資上就是, 在考量一家公司的各種特點時, 要獨立去看這些特點.

4. 這段也寫的挺好. 可用在挑股上. 也就是, 挑股時, 不能只把眼光侷限在單一個股上. 而是要把公司拿來跟其他公司一起做比較.
Aggregate judgements wherever possible. Making judgements comparatively, rather than absolutely, is [also] a very good procedure. People are much better at saying that A is riskier than B, rather than putting an exact number on how risky A is and how risky B is. Use comparative risk and relative risk, rather than putting absolute numbers on things. Simple rules tend to be very good; people who are not governed by rules tend to be extremely noisy in their judgements. When you become conscious of the problem of noise, you become conscious of the value of rules and of discipline.

Picture: 花栗鼠(chipmunk)

-（中文版本往下滑！）
Colorful look for the day!

Using Juvia's Place the Sahara blush palette vol.1 to create the look! I’ve always been wanted to try #juviasplace cosmetics, and finally get my hand on it!

Tho it’s a blush palette, the color payoff is extremely great for being eyeshadows. It’s even a bit too pigmented for me as a blush palette 😂The shimmer shades in it will be too deep for me as an highlighter. I’ve used most of the shades on this look, and as you can see there’s no bright inner corner highlight shade. I’m still happy with the look it turned out! What do you guys think?:)

Wish you all a lovely day 😉

The palette 👉👉👉
-
繽紛眼妝來了！

用 Juvia’s place 撒哈拉腮紅盤vol.1 來化的眼妝～一直都很想試看看Juvia’s place 的化妝品，也終於入手了❤️❤️顯色度真的超棒！

雖然是腮紅盤但當眼影完全不是問題😂甚至如果要當日常腮紅的話，對我來說還太顯色了一些😳裡面珠光的顏色沒有到非常淺，以我的膚色沒辦法作為打亮～這次眼妝有使用了大部分的顏色，也可以看到沒有特別淺的打亮！但還是很喜歡整體出來的效果💕你們覺得呢？

祝你們有美好的一天🌸

看看盤裡的顏色！👉👉👉

#makeup #化妝 #化粧 #アイメイク #motd #dailymakeup #コスメ #아이메이크업 #메이크업 #오늘의화장 #눈화장 #아이섀도우 #코스메틱 #네이처리퍼블릭 #에뛰드하우스 #beauty #cosmetics #섀도우 #섀도우추천 #makeupinspo #makeupideas #makeupinspiration #makeuptutorial #100daysofmakeup #wakeupandmakeup #juviasplacepalette #eyeshadow #eotd #眼妝

法國已經第二次的封城。。。
那我。。住在台灣，台灣的疫情管理非常成功。有一些新聞説台灣是世界上最成功管理疫情的國家。
比如：https://www.taiwannews.com.tw/en/news/4046909

我一直在問自己：爲什麽法國的政治的人，新聞，科學家都不在講到台灣？？台灣疫情管理世界上最成功！我們法國的媒體都在講國内的事情而已，偶爾在講鄰居的事情 （都是疫情管理不太成功的國家）。
爲什麽不要講到台灣？爲什麽不要學台灣怎麽成功的？？

我在這影片不會分享自己的意見，不是我的責任，我不是專業的一生。但是我想强調的是台灣做得非常好，我希望法國可以多研究台灣做了什麽，才可以成功！

我在影片講到的新聞：
https://www.taiwannews.com.tw/en/news/4040498
https://www.taiwannews.com.tw/en/news/4046909

請你訂閲我的頻道~
IG: @yuanyuanintaiwan
FB: www.facebook.com/yuanyuanintaiwan

France is already under the second lockdown to deal with the coronavirus.
In parallel, I have been living in Taiwan, which is in the top countries of the world for their handling of the epidemic. Actually a lot of media recognize Taiwan as being THE most successful country dealing with the epidemic.

For example this news from the Brookings institute saying that Taiwan is the first country in the world in term of success fighting the covid19 based on number of deaths X GDP growth in this period: https://www.taiwannews.com.tw/en/news/4046909

I keep questioning myself: Why are the French media, politicians and scientists not actively talking and studying about the different measures that Taiwan has taken to deal with the epidemic?
In France, we have a very self-centered media that only looks at our own struggle, or sometimes the neighbors, Spain, UK, etc, which don't do very well either.
Why aren't we constantly talking about how Taiwan is dealing with the epidemics? Why aren't we trying to learn something from Taiwan?

In this video, I will not give any particular advice on how to deal with the epidemics, because it is not my area of expertise. I just want to emphasize the fact that Taiwan has been doing extremely well, and I wish France would look into this seriously from now on.

Please subscribe to my channel!
IG: @yuanyuanintaiwan
FB: www.facebook.com/yuanyuanintaiwan

RANDONAUTICA
恐怖遊戲實況

Instagram: https://www.instagram.com/dw_kid12/

Facebook: https://www.facebook.com/deepwebkid/?modal=admin_todo_tour

訂閱: https://www.youtube.com/channel/UCKC6E5s6CMT5sVBInKBbPDQ?sub_confirmation=1

暗網? 陰謀論?: https://www.youtube.com/watch?v=W5RVLpFkAKQ&list=PLGzW5EwcApFuqKoowMHS9v8W34vIPyrtk

鬼故事: https://www.youtube.com/watch?v=H4rmkFI1ik0&list=PLglqLngY6gv5BCwaoP-q6DOwUmw1lIusF

我的100K成長故事: https://www.youtube.com/watch?v=Kdhtp6A6YJE

破解Kate yup事件是假的! 不是綁架! 不要被騙! (Facebook上的證據): https://www.youtube.com/watch?v=2NJVt56ORWo&t=2s

曼德拉效應: https://www.youtube.com/watch?v=OMutzRIE_uE&list=PLglqLngY6gv5BCwaoP-q6DOwUmw1lIusF&index=17&t=5s

深刻個人經歷: https://www.youtube.com/watch?v=4Roa6Vs1qWc&list=PLglqLngY6gv4mm_doLUUJx4zq5KvLJ2VE


在外國試驗恐怖Randonautica App能碰到什麼?
會帶你到異度空間的靈異App
會帶你到異度空間的靈異APP
會帶你到異度空間的電話APP
會帶你到異度空間的恐怖APP

你相信世界有巧合嗎? 你在街上一日chait身而過的人有數百個, 是什麼能讓我們uw yue, ying sik, kauw gun?
旅遊恐怖app ‘Randonautica’ 令到douyin那班leng jai在公園揭發一douy死人wuy tuy,
Randonaut會信是宇宙萬物中的量子yun ling他們到那個地方.

Randonautica跟Pokémon GO相似: 在現實世界進行探索任務. 唯一分別是你探索緊的那樣東西由你念力出發. 他們腦子又是想什麼的呢? 根據量子物理學, 電話app會吸收你腦粒子加上靈性學你用個app時的intention=你去到的最終目的地.

‘Randonautica’ 拿了你地址後會有3種不同分bo模式.

‘Attractor’ 模式: 會到量子點很擠迫的地方.
‘void’ 模式: 量子點極少的地方.
‘anomaly’ 模式, 如果你心裡面有強烈信念, 一些答案就會找到.

網上有Randonaut用了這個app去到自己爺爺的fun mo. 而暗網仔今天要出街希望找到人生的意義.

現在你聽到的聲音 , 6個ging點我已經去過. 當中lui ching不jook yi改變我一生, 但神奇地也有不可思議的地方.

朋友
(Say Maslows hierarchy of needs love and belonging is #3. Quarantine has been hard and friendship has been difficult to maintain... finding friendship.)
全名:暗網仔. 年齡: 27身高: 181cm. 職業: Youtuber.
這是啊暗第一個被yun ling到的地點: 43.599747, -79.595291.
所以啊暗食了一條蕉( 還放上IG!!!) 照了照鏡子make sure自己有Indiana jones的氣質就出門口.

Yik情的關係令我想 ‘朋友’ 這個koy nim好多. 朋友’ 定義是: 要天天boon cheuy你身邊一定做不到, 所以只好在你生日時pooy你fung kwong一晚就是 ‘朋友’? 啊暗猜不到命運第一達帶他去的地方會是一dung 大ha. Google map確切的位置是大ha pong been的一po植物. 其實啊暗知道app指ling他發現的是一位拿著高爾夫球裝備, 剛剛做完運動的大約50多歲的白人男子. 他面dai笑yung, 好奇望著啊暗在sow yiw那po jik mut..
那位大sook好快就上了友人的車離去. 啊暗回到車後承認自己不夠勇敢, 沒有真實地dap出第一步. 有時d friend可能就要你call一call佢
但Randonautica怎會知道我在想什麼?

(-found a guy playing golf. Smiled at me but was a bit hostile. I was too afraid to go make contact. Maybe that’s what life is like, friendships you have to reach out.)

*use attractor.

“It was my first time randonauting. So I just manifested seeing something red and the coordinates led me here...”

性&食物
(Physiological needs)
*use void

(Sex: the place is an isolated location, or a void. Their was a sign on the door of the place called ‘just shoot it!’ -a hockey club. Maybe the place is a good one to take a date for sex?)
啊暗在想著性被帶到一些工廠背後一達地方. 調查後發現tit門上有 ‘just shoot it!’ 3個英文字. 可能這個地方不是尋找性的一個地方. 也許是帶人來 “just shoot it” 的一個地方.

下一個神奇地啊暗想著食物後, 就帶了他去到平時喜歡食的Five guys burger的那一個soing cheung. 不是確切地點, 但啊暗實在太肚餓.

iPhone等Apple產品有都市傳聞說會偷聽用戶的對話. 我第一個地點是有講過 ‘找朋友’ 這句說話, 之後也有講過 “找東西吃” 這句說話, 但我整程車根本沒有講過’five guys burger’ 這個地方名字. Randonautica會不會kuy用你部iPhone的Google map偷看我平時到開車到達最多的chan teng呢? 電話整天都跟身, 10足10跟jung器.
Ping goh隱私權政策有提到 “we may collect and store details, including search queries. This information may be used to improve the relevancy of results provided by our searches”

(Food was just food. Went to five guys and got some food. Even though it wasn’t directly at the place. It’s usually where I buy my food anyways.)


工作
(Safety needs)
這裡, 這裡, 這裡...公園內的一大peen空地是啊暗要找 ‘工作’ 的地方. Randonautica能這麼短時間受歡迎起來因為他破壞城市人一般的jit juw帶你到平日不會去的地方.
*use attractor
(Park )
(Video of girl witnessing someone getting shot)
[破解] 影片中的女生發現一個恐怖案法現場然後bung kwooy. 但為什麼這不是一件好事呢? 有分sik Randonautica的網友用Despair-meme法juk段定Randonautica的最後結果. 如果在經歷跟自己日常生活變化時, 對世界多一份敏感是好事. 但如果整天看負面新聞, hoi怕改變, 可能就會好像這個女生, manifest 生活以外一些悲劇的發生.

名氣
(Esteem needs) (say this is something you truly want and you crave for. Extremely important to you.)
*use anomaly
(Someone’s house. So disappointing)
這個是啊暗好想要的. 失望地只是一間屋的門口. 又是不敢去看看. 啊暗的想法是: 我相念不夠keung嗎?

[真相]
Randonautica創辦人表示app根據Fatum project去geen jo. Fatum project原本的用意研究我們每一個人以外有可能jook poong到的reality. 根據我們每一個人的lo chup, jap gwan, 人生ging lik, 條件及外在因素我們在生ming會到達的地方永遠ley不開那幾個.

Sierpinski三角形是最好representation. 無論你在三角型任何一個點開始chong jo三角形, 也到不了一些blindspot. (好像我由細到大都經過的那座大樓) 那個行為由如到達另一個星球一樣.
唯一是kauw randonautica ley hoi ‘static’s field’ 甚至影響你自己生命道路的那一條線.

人生的意義
(Self actualization)
*use anomaly
(Someone’s house again)
人生的意義最終也是人家的屋子. 雖然我最後也是um yeen ley hoi但可能...這就是人生的意義. 有些事你是suey yiw dap出第一步的. 即使你不是玩這個game的時候人生才會不停有duk po. 可能我就是要be reminded of 這個道理. 有不可思議的地方, 學到了新東西, 流了一些hon: a good summer day well spent.

(Need to take the first step to change your life and change your pattern. So I will be trying new things. First is to wake up earlier.)

(Last story: I used the app with a friend the next day...we ended up at a house with a pool. She said that although her intent was buying a present, in reality she wanted to swim. So we were suppose to knock on the door and ask the family if we could swim with them?)
之後一天跟朋友再玩. 原本這位朋友想找一份生日禮物, 但我們到了一個wing chi. 因為原本他心底想著是yuw水. 而最尾...

《RE: I AM EP》
星の消えた夜に / Hoshi no Kieta Yoru ni / 星光褪去的夜 / On Starless Nights
作詞 / Lyricist：aimerrhythm
作曲 / Composer：飛内将大
編曲 / Arranger：玉井健二、飛内将大
歌 / Singer：Aimer
翻譯：澄野（CH Music Channel）
意譯：CH（CH Music Channel）
English Translation:Thaerin

背景 / Background - 家 - ゾン :
https://www.pixiv.net/artworks/77687099

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中文翻譯 / Chinese Translation :
https://home.gamer.com.tw/creationDetail.php?sn=4851673

英文翻譯 / English Translation :
https://www.lyrical-nonsense.com/lyrics/aimer/hoshi-no-kieta-yoru-ni/

日文歌詞 / Japanese Lyrics :
多分　君は少し強がりで　いつも笑顔作ってばかり
泣きたいなら　無理しなくてもいい　すぐに泣けばいい

多分　君はとても優しくて　一人で抱え込むばかり
少し歩くのに疲れたら　荷物をおろせばいい

大丈夫だよ　大丈夫だから　大丈夫だよ　大丈夫だから

ほら　夜が更けるよ　ほら夜が更ける

星の消えた夜に　何を願うの?
遠くを見てる目には　何が映るの?
星が消えた空より隣を見てよ　気付いて
思い出？　それより確かなものがある　多分　そうなんだ

多分　君はとても繊細で　ほんとは全部知りたいけど
話したくないことだったら　話さなくてもいい

ただ私は傍に寄り添って　神様にはかなわなくても
何ができるかもわからない　でも何かしたいな

大丈夫だよ　大丈夫だから　大丈夫だよ　私も不安だよ

星の消えた夜に　何を祈るの?
遠くへ伸ばす手には　何を望むの?
星が消えた空より隣を見てよ　気付いて
神様？　それより確かなことがある　多分　そうなんだ

ほら　夜が更けるよ　ほら夜が更ける

星の消えた夜に　君を照らすよ
声をなくした夜も　歌を歌うよ
夢が覚めた夜でも　隣にいるよ　気付いて
気付いて　何より確かなことがある　これが　愛なんだ

ほら　夜が明けるよ　ほら夜が明ける

中文歌詞 / Chinese Lyrics :
看起來，你就像在故作堅強般，總是強顏歡笑
要是想哭的話，已經不須再逞強，盡情放聲大哭就好

看起來，你是多麼地溫柔，總是獨自一人承擔
倘若因疲憊而無法再邁進，只要放下肩上重負就好

沒事的、真的沒事。放心吧、已經沒事了

看呀，就要到午夜時分了，看呀大地襲上午夜的衣裳

在星光褪去的黑夜中，你許下了何種願望呢？
望向遠方的眼眸中，又倒映出了什麼？
與其看著失去明星的天空，倒不如探向身旁、察覺到吧
回憶？比起它有著更能使人確信的事物存在，大概，就是那樣吧

看起來，你是多麼地纖弱，雖然我想知道你的一切
但倘若不想說出來的話，就這樣留在心裡也好

我僅是在旁依附著你，即使終究敵不過上天
就連能為你做到什麼都不知道，卻仍想為你有所付出

沒事的、真的沒事。放心吧、我也與你一樣不安

在星光褪去的黑夜中，你許下了何種願望呢？
伸向遠方的手掌上，你又希望得到什麼呢？
與其看著失去明星的天空，倒不如探向身旁、察覺到吧
上天？比起祂有著更能使人確信的事物存在，大概，就是那樣吧

看呀，就要到午夜時分了，看呀，到來的夜色

即使是在星光褪去的黑夜中，仍會微微綻亮你的所在
即使是無聲寂寥的深夜中，仍會高聲歌唱
即使是夢醒的夜晚中，我也會在身旁，快注意到我吧
快察覺吧，比起萬物，有著更能使人確信的事物存在，這便是「愛」阿

看呀，就要到破曉時分了，看呀大地襲上陽光的衣裳

英文歌詞 / English Lyrics :
You’re probably trying to act a bit tough, always working up a smile,
But if you want to cry, you don’t need to force it; just let it out.

You’re probably terribly nice, taking it all upon yourself,
But if you’re getting tired after just a few steps, you should simply let down your baggage.

Everything’s fine… everything’ll be fine. Everything’s fine… everything’ll be fine.

Look, the night is coming… the night is coming.

What will you wish for on starless nights?
What’s reflected in your eyes focused far-off?
Rather than a sky without stars, look beside you… and notice…
Memories? There’s something much more certain than that…
… at least that’s what I believe.

You’re probably extremely delicate; the truth is I want to know everything about you,
But if it’s something you don’t want to talk about, you don’t have to try.

I just want to lay by your side, even if God won’t allow it.
I don’t know what I can do for you… but I want to do something.

Everything’s fine… everything’ll be fine. Everything’s fine… but really, I’m worried too…

What will you pray for on a starless night?
What is that hand stretched far off wishing for?
Rather than a sky without stars, look beside you… and notice…
God? There’s something much more certain than that…
… at least that’s what I believe.

Look, the night is coming… the night is coming.

I’ll shine upon you on starless nights,
And sing you a song on nights you lose your voice.
On nights you awake from dreams, I’ll be by your side, so notice,
Just notice… we’ve got something much more certain than anything else:
It’s love.

Look, the dawn is breaking… the dawn is breaking.