張忠謀對半導體供應鏈在地化的致詞引起矚目，我將全文的翻譯，分享給大家：

張忠謀APEC非正式領袖會議致詞全文：（中文在後）

This Informal Retreat has been called to discuss how Asia-Pacific can collaborate to move through the COVID health crisis, and to accelerate the post-COVID economic recovery. Chinese Taipei will address these two topics specifically.
On COVID-19, Chinese Taipei has had an excellent record so far. With a population of 23 million, over the last year and half, and in spite of a recent surge which has now abated, we have had a total of about fifteen thousand infected cases (.07% of the population), and 763 deaths (3 out of one hundred thousand).
We believe that our experience and know-how gained can help other APEC members. We have been, and continue to be willing to help. We have donated masks and other medical supplies to other APEC members in the past and are ready and willing to share our anti-COVID-19 know-how with you.
At the same time, WE NEED HELP! Our vaccination coverage at present is less than 20%. Although the U.S. and Japan have been generous in donating vaccines to us, and our private institutions have succeeded in procuring ten million doses of vaccines, we still need more vaccines, and need them sooner! Most other APEC members need help as well. We must ask for help from the APEC members that possess and produce more vaccines than they themselves need.
On re-vitalizing Post-COVID economy, Chinese Taipei urges free trade among APEC members and in the world, after giving consideration to vital national security needs.
In the past seven decades, free trade has enabled vibrant growth in most APEC economies. Free trade is merely a way in which each APEC economy contributes its own competitive advantage and every APEC member benefits.
Recently, however, we note with concern the tendency to want self-sufficiency or “on-shoring” of semiconductor chips. We must point out that in the past many decades free trade has greatly helped the advance of semiconductor technology. In turn, the ever greater complexity of the technology has caused the supply chain to go “off-shore”.
It would be highly impractical to try to turn back the clock. If it is tried, cost will go up and technology advance may slow. What may happen is that after hundreds of billions and many years have been spent, the result will still be a not-quite-self-sufficient, and high-cost supply chain.
We do recognize national security concerns, and believe that for security applications, a self-sufficient supply chain within one’s own borders is prudent. However, for the much larger civilian market, a supply chain substantially based on free trade system is by far the best approach.
In summary, on COVID-19, Chinese Taipei can help, is ready and willing to help with its know-how, but also needs more vaccines sooner, along with many other APEC members. On Post-COVID economic re-vitalization, Chinese Taipei urges free trade, after giving consideration to vital national security concerns.

（中文翻譯）

此次非正式領袖會議召開的目的是討論亞太地區應如何合作以度過新型冠狀病毒（COVID-19）疫情危機，並加速疫後經濟復甦。中華台北將就這兩個議題表達看法。
面對新型冠狀病毒（COVID-19）疫情，中華台北迄今維持傑出防疫紀錄。我們有兩千三百萬人口，儘管近期疫情曾一度升溫，但目前業已趨緩，在過去超過一年半的時間中，總確診病例數約為一萬五千例（佔總人口0.07%），其中死亡病例數為763例（約為十萬分之三）。
相信我們在過程中得到的經驗與知識能夠協助其他APEC成員。我們持續地願意提供協助。過去我們曾捐贈口罩與其他醫療物資予其他APEC成員，現在也準備好與你們分享我們抗疫的知識。
同時，我們也需要幫助！目前我們的疫苗注射覆蓋率低於20%。雖然美國與日本已慷慨捐贈疫苗，我們的民間機構也已成功採購一千萬劑，我們仍然需要更多數量的疫苗，而且需要儘快取得！其他多數的APEC成員也需要幫助。我們需要向目前擁有並生產超過他們自身所需疫苗數量的APEC成員尋求協助。
針對疫後經濟復甦，中華台北敦促APEC成員，在考慮重要國家安全需求後，彼此間及與全球進行自由貿易。
在過去70年，自由貿易使多數APEC經濟體蓬勃發展。自由貿易僅是各APEC經濟體貢獻自己的競爭優勢，而其他APEC成員藉此受惠的方法。
然而近來，我們很關切要求「境內」半導體晶片自給自足的趨勢。我們必需指出，過去數十年的自由貿易大幅促進半導體技術發展。因此，越趨複雜的技術致使供應鏈走向「境外」。
試圖讓時光倒流是相當不切實際的，如果嘗試讓時光倒流，不僅成本將會提升以及技術的進步可能放緩。在花費了數千億與許多年的時間之後，結果仍將是無法充分自給自足且成本很高的供應鏈。
我們認同國家安全的顧慮確實存在，也相信針對國安應用，在國境內存有一個能夠自給自足的供應鏈是審慎的作法。然而，針對規模大得許多的民間市場，一個基於自由貿易體系的供應鏈是最好的作法。
總結來說，針對新型冠狀病毒（COVID-19）疫情，中華台北能夠協助，我們也願意、並準備好以自身的知識與經驗提供協助，但也和其他許多APEC成員一樣，需要儘快取得更多疫苗。關於疫後經濟復甦，中華台北敦促在考慮關鍵國家安全需求後，應該採取自由貿易。

🌻
最近有很多法人舉辦科技方面的會議, 會在會議中訪問上市公司的高層. 可以到Seeking Alpha上面看一下訪問內容.

--DA Davidson’s 19th Annual & Software Internet Conference on September 9th
--Citi’s 2020 Global Technology Conference on September 10th
--Deutsche Bank Technology Conference on September 14
--Jefferies Virtual Software Conference on September 15

我快快地看了兩份(Docusign(DOCU)還有Crowdstrike(CRWD)), 也把重點劃了出來(並沒有翻譯成中文就是, 也沒有濃縮.) 有興趣的可以到部落格那邊的個股專屬標籤去找檔案.

DOCU: CEO有提到TAM, 市佔, 競爭環境, 國際發展.

CRWD: CFO專訪. 可以看競爭對手的狀態, 還有他們的業務模式. 感覺起來他們未來會切入OKTA這些公司的市場(做identity的.)

🌻FedEx(FDX)聯邦快遞財報

聯邦快遞上季每日陸運包裹量增31％至1,160萬件，帶動獲利勁增逾60％。

聯邦快遞營運長蘇布拉瑪尼亞說：「我們預計三到五年內看到的增長幅度，大約在三到五個月就達成。」

以上文字來源:
https://udn.com/news/story/6811/4866362

執行副總裁兼行銷和傳播長卡瑞爾（Brie Carere）表示，大型包裹、傢俱與高價位電子商品的配送到府業務量增加。她也說，超過65歲的消費者「終於上網」並且「從電子商務角度來看，我不認為（疫情結束後）這些購買行為會恢復到以往的狀態」。

以上文字來源: https://tw.news.yahoo.com/%E5%8F%97%E6%83%A0%E6%96%BC%E7%96%AB%E6%83%85%E5%AE%85%E7%B6%93%E6%BF%9F-%E8%81%AF%E9%82%A6%E5%BF%AB%E9%81%9E%E7%8D%B2%E5%88%A9%E9%A3%86%E5%8D%87-084745880.html

以下是財報內容中, 值得注意的幾段. 可以看到, 電商有加速發展, 而消費者本來花在服務業上的費用, 有轉移到物品(goods)的現象.

"The second and perhaps more profound trend is the acceleration of ecommerce. Pre-COVID, we projected that the U.S. domestic market would hit a 100 million packages per day by calendar year 2026. We now project that the U.S. domestic parcel market will hit this mark by calendar year 2023 pulling volume projections forward by three years from the previous expectation."

"Ecommerce fueled substantially by this pandemic is driving the extraordinary growth. In fact 96% of the U.S. growth is expected to come from ecommerce. While ecommerce as a percentage of total retail has declined from its apex in April, it remains elevated. Ecommerce as a percentage of total retail for Q2 calendar year 2020 is estimated at 21% compared to 15% in Q2 calendar year 2019."

"In the U.S., spending that would normally have gone into services has shifted towards goods with goods spending boosted further by pent-up demand. Retail sales are growing again year-over-year and ecommerce is building at holiday levels and of course, more to come on that in a moment. The service sector is severely impacted by the pandemic and higher employment rates continues to weigh on growth."

捷克布拉格市一位區長撿到槍：

收件人：王同志（王毅），中華人民共和國的外交部長之類的...

主旨：要求立即為威脅捷克道歉

閣下，

這是你最後一次亂開口討論捷克！你的行為已嚴重越界，超出了外交可接受範圍。你居然膽敢威脅我們的議長說會讓我們付出沉重的代價，你這個無禮魯莽的小丑！

現在你給我聽好了，部長同志，中華人民共和國要為了這個無恥的威脅儘快跟我們道歉，當我說儘快，我指的就是現在立刻馬上！我給你二十四小時去把道歉信寫好放到捷克外交部長的桌上。順道一提，因為“某些政治理由”我們的外交部長必須閉嘴，但這不代表你可以霸凌我們。

你要為自己感到丟臉，而且你要知道，在未來你說話時讓我聽到有任何語氣威脅到我們國家的主權代表，我會讓你付出一個很慘痛的代價，而我保證你不會喜歡這個代價。

我們不會屈服在你的淫威之下的，而且我警告你，就算你在捷克的投資比我們從台灣來的朋友多了十四倍，我方的回應仍是相同的。

醒醒吧！我們不會讓你得逞的 (原文意思是：You won't fuck us like that)
。不要再讓我看到你又做一樣的事。

那封道歉信也用電子郵件寄一個副本給我，我會把它存起來歸檔，然後忘記你剛闖下的外交大禍。不要惹我。

隨信附上我虛假的關心，

帕維爾·諾沃提尼
布拉格 Řeporyje 區的區長

在 Reddit 看到火爆浪子布拉格 Řeporyje 區的區長寫了一封公開信給中國外交部長王毅。

開頭收件人「etc... 之類的...」就把我笑翻，結尾 with pretending regards 假裝關心一下又把我翻回來（所以讀完信我是正的）。

下面留言有人翻譯成英文，我試著把它翻成中文，但還是抓不到留言裡一個捷克人說的，這封信像是一群深夜醉漢們會用的語言，而不像區長會說的話...

✍ 後來用 google 翻譯讀捷克文原信，找不到英文翻譯裡寫的「 etc.. 之類的... 」。翻譯不周之處請見諒。

📝📝📝📝📝📝📝

收件人：王毅同志，中華人民共和國的外交部長之類的...

主旨：要求立即為威脅捷克道歉

閣下，

這是你最後一次亂開口討論捷克！你的行為已嚴重越界，超出了外交可接受範圍。你居然膽敢威脅我們的議長說會讓我們付出沉重的代價，你這個無禮魯莽的小丑！

現在你給我聽好了，部長同志，中華人民共和國要為了這個無恥的威脅儘快跟我們道歉，當我說儘快，我指的就是現在、立刻、馬上！我給你二十四小時去把道歉信寫好放到捷克外交部長的桌上。順道一提，他同意我說的，但因為我們外長跟腦子不清楚的貪財總統澤曼還有他的同謀者巴比斯總理有協議，所以必須保持沉默，但這不代表你可以霸凌我們。

✍ 捷克總統跟總理是親中派

你要為自己感到丟臉，而且你要知道，在未來你說話時讓我聽到有任何語氣威脅到我們國家的主權代表，我會讓你付出一個很慘痛的代價，而我保證你不會喜歡這個代價。

我們不會屈服在你的淫威之下的，而且我警告你，就算你在捷克的投資比我們從台灣來的朋友多了十四倍，我方的回應仍是相同的。

醒醒吧！我們不會讓你得逞的 (原文意思是：You won't fuck us like that)
。不要再讓我看到你又做一樣的事。

那封道歉信也用電子郵件寄一個副本給我，我會把它存起來歸檔，然後忘記你剛闖下的外交大禍。不要惹我。

隨信附上我虛假的關心，

帕維爾·諾沃提尼
布拉格 Řeporyje 區的區長

✍ 捷克外交部已召見中國大使表達不滿並發布聲明

Addressed to: Comrade Wang, minister of foreign affairs People's Republic China etc..

Calling for immediate apology for threats against Czech Republic.

Esteemed,

this was the last time you opened your mouth about CR! Your behavior have substantially crossed the lines of what is diplomatically acceptable. You dare to threaten senate chairman with pay heavy price, you unmannered rude clowns!

Now listen to me, comrade minister. PRC will apologize asap for the shameless threat. And when I say asap, I mean right now! I want to have it in 24 hours on the table of Czech foreign minister. Btw, he agrees with me, but has to keep his mouth shut because of pact of not very sane mercenary Miloš Zeman with our premier, co-conspirator Babiš. But that doesn't mean you will bully us like this.

Be ashamed and acknowledge that in future even a tone which would implicate threat towards representatives of our sovereign country I will make you pay a heavy price for bullying, and you won't like it. You will not train us from position of strength and I warn you that reaction from our side will be same even if you had invested 14x more than our friends from Taiwan instead of 14x less.

Wake up. You will not shit on us. Do not let this to be repeated.

Send me the copy of the apology on email, so I can put it in archives and forget your pathetic diplomatic fuck up you have just made. Don't piss me off.

With pretending regards.

Pavel Novotný, mayor of Prague-Řeporyje
Pavel Novotný Oficiální

原帖：https://amp.reddit.com/…/letter_from_mayor_of_prague_distr…/