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Trump vs China April 30, 2018

日美贸易战对于日本经济而言是个重要转折点，不仅阻挡了其日益向好势头，甚至为后来房地产泡沫埋下隐患，成为日本由盛转衰的关键节点。

http://www.ftchinese.com/story/001077286

【反思日美贸易战的惨痛教训】

作者：沈建光，FT中文网

沈建光先生敘說 1980 年代美國發起的美日貿易戰爭和廣場協議對日本政府的壓迫，對日本國民心態的負面影響和對日本股票，經濟和房地產長久的打擊。他認為中國應該用日本的教訓做一個借鏡，建議中國要步步為營，小心謹慎的面對美國的攻擊。

美國國勢雄厚，軍事力量全球第一，經濟和財政制裁威力無遠弗及，加上 Trump 和他的顧問反中意願非常強烈，後繼美國會有什麽樣的招式來對付中國，還要仔細的觀察。

美中贸易战只是美国企图压制中国崛起的第一枪。在这一个贸易战中，双方有来有往，目前看来，中国和美国都有息事宁人，大事化小，小事化无的意愿。美国财政部长即将来华谈判，可见双方还是有议论的空间。

中兴被罚事件就不一样了。中兴去年违反美国对朝鲜和伊朗的制裁，被美國控告，最終同意支付12亿美元罚款。今年，中兴仍然没有完全依照规定行事，才会被美国严重的处罚。

有消息报导，華為可能是下一个被美國制裁的中国公司。至于如何看待美国单方面提出对伊朗和北韩提出经济制裁，并警告其他国家和公司不能违反这个规定的霸权行为是另外一个话题了。

中兴被罚是美国给中国企业的一个警告，也是美国杀一儆百的狠招。目前全球 5G 的發展正处于一個關鍵時刻，中國期望晶片自己生產的目標也面臨技術突破的瓶頸。制裁中興和華為就是為了打擊中國在5G這個重要領域的發展，也是拖延中國自己發展晶片的脚步。美國這一招非常陰險，非常歹毒，也顯現出中國科技仍然落後的窘境。

看來中國製造2025計劃要受到嚴重的考驗了。

不过，中兴被罚也不是世界末日。

• 这个挫折让中国政府明白自己的处境，同时也可以琢磨一下中国应该如何处理这个事件。
• 中国需要依靠美国，而美国也一样要依靠中国。譬如：黄小玉，猪肉，牛肉都是中国从美国进口的大宗商品。
• 苹果，波音和GM等等这些跨国公司都依赖中国市场来赚钱。
• 中国的财经和保险业务都是美国公司想要参与的领域。
• 另外，中国也可以逐步的把一些工业搬到国外，减少被美国制裁的机会。

• 这些都是跟美国谈判的筹码。

Semiconductor industry in China – a long and challenging path April 29, 2018

http://flip.it/Q8_Ph3

Spreadtrum Communication

Amsterdam, the Netherland April 28, 2018

We came to New York in mid March and stayed for a month to see our two kids, their better halves and our granddaughter; not necessarily in that order though.

During our stay in NYC, we made a trip to Amsterdam to see the city of canals for an entire week.

Amsterdam is a unique city:

It has:

• 165 canals;

Red light district

• 1,000+ stone bridges;
• 800,000+ bicycles with heavy duty locks of which 10,000 are still being stolen each year;

A bucket for kids, groceries, bottled water, beer and dog. People use milk crate too.

• designated bicycle lanes everywhere;
• hundreds of bicyclists cruising to and from work who seem to have the right of way over padestriains,

• very few fancy cars on the street in the center of the city;
• electric powered narrow street cars on their own tracks;

• majestic buildings everywhere;

Momnument at Dam Square.

The Dam Square

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  Amsterdam Central Station. A majestic and eautiful building.

• 2nd rated fries with mayo instead of ketchup, pancakes, waffles, breads, gelatos, and endless sweets,


Fries with mayo which I refused to eat but one piece w/o the mayo.

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  Waffle with nutella

• Thousands of restaurants and bars with modestly priced food on the menu,

• Very expensive but extremely tiny rooms in the center of the city,
• many world famous museums;
• a small Chinatown,

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• Home of Heineken beer;

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• Cruise boats filled with tourists on the canal all day and well into the night;

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• Houses with smaller windows at the top to make these houses look bigger,

• Anarrow houses with fancy gables of all types and shapes each equipped with a winch to move big furnitures to rooms in the upper floors;
• 2,500 canal houses with their own addresses, electric supply, plumbing and sewage lines,

• legalized sex workers in the red light district,
• legalized weed consumptions in bars, shops and on the street,
• 2nd hand weed smoke on the street whether you want it or not, and
• many people of the same sex holding hands in public.

World famous museums include the Rijksmuseum, Van Gogh Museum and Anne Frank House,

Rijksmuseum is the grandest museum in the Netherland with many historic art by Vermeer, Frans Hals, and perhaps most notably Rembrandt’s ‘The Night Watch’, which takes pride of place in a beautifully lit hall allowing visitors to enjoy every tiny detail. Learn more about

Van Gogh Museum
479 reviews
The Van Gogh Museum in Amsterdam is one of the most popular museums in the world, attracting visitors from every corner of the globe. Naturally, this is in large part due to it housing the largest collection of works by Vincent van Gogh – more than 200 paintings, 500 drawings and 700 of his letters. Having originally opened on Museumplein in 1973, the Van Gogh Museum has been expanded and modernised over the years, ensuring it’s a truly cutting-edge exhibition and visitor space.

Anne Frank House
Anne Frank is one of Amsterdam’s most well known former residents. The Anne Frank House at Prinsengracht 263 in Amsterdam is where she lived in hiding with her family for more than two years during World War II. Now converted into a museum it contains a sobering exhibition about the persecution of the Jews during the war, as well as discrimination in general.

Canal cruising
Canal cruising: On the water in Amsterdam

Amsterdam is intimately connected with water. Its 165 canals were created over the centuries to stimulate trade and transport and reclaim land to expand the city.

Take a canal boat tour in Amsterdam
Besides providing a stunning backdrop to the city’s historical centre, floating down Amsterdam’s canals is one of the most memorable ways to discover the city’s sights and attractions. Whether you’re a first-time or frequent visitor, everything in Amsterdam seems a bit more magical when viewed from a boat.

A few of the best-known operators include Stromma, Blue Boat, and Lovers.

The red light district consists of a network of streets and alleys containing several hundred small, one-room apartments rented by sex workers who offer their services from behind a window or glass door, typically illuminated with red lights.

artistic heritage, elaborate canal system and narrow houses with gabled facades,

Cycling is key to the city’s character, and there are numerous bike paths.Stroll through Amsterdam’s charming Canal District and discover the city’s hidden gems.

La Paella, Amsterdam April 28, 2018

The world famous red light district of Amstetdam is a mere 5-minute walk from the central station in the city center of Amsterdam.

We took a half-day Kuekendof tour on a sunny afternoon and got back in town a little after 7 pm. Our bus dropped us off across the street from the central station which put us right in front of the red light district.

Amsterdam’s red light district, I was told, has 200+ sex workers who are sanctioned by the government and are allowed to offer their services from behind ~3′ wide windows or glass doors. On the outside of thse windows/glass doors, a dim red light at the top of the window illuminates the narrow allies in the red light district and invites curious tourists to take a peek of what’s going on here.

Tourists flocking the narrow allies of Amsterdam’s red light district.

Famous Amsterdam canals in the evening.

These red light windows are in the corridors around an old but empty church.

It was a very busy Saturday night and many restaurants and bars were packed with young and sometimes rowdy customers. We hardly saw any kids here which was understandable. Tables and chairs lined both sides of the walkways offering a relaxed setting for a good time, a wonderful meal and a memoriable evening.

We chose a tapas restaurant not far from Dam Square and we weren’t disappointed. The restaurant was busy, service was timely, the food was great, wines and drinks flowed freely, the atmosphere was warm and the setting was cozy.

We could see what the chefs were doing from the outside. The kitchen was clean and the chefs inside worked like pros.

Waiting for our drinks.

The crowd in front of the restaurant.

One of many artworks in the dining room.

Here are what we have ordered:

Bread with garlic butter.

Sangria: 1/2 carafe

Chorizo espanol: great with sangria.

Roasted mushroom in garlic butter. Lots of shallots and garlic and the mushrooms were soaked in butter. The way it should be.

Stuffed peppers: unlike the ones we’ve had before. Very rich, very tempting and very good with bread.

The whole shabang and, IMO, the best paella on the menu. When the restaurant is called La Paella, we know that we have to try one. We had the classic valenciana paella. Lots of seafood and well seasoned Valencian rice.

We skipped Creme brulee and went for banana flambre in rum thinking about table side service with lots of brown sugar and plenty of rum. Well, that wasn’s what we got. Even though we did have flame for about 5 seconds. Disappointed. But I knew that list price on the menu was way to low for a real flame show.

BTW, it was awful: watery, a few pieces of banana, sugary and a complete waste of money.

Well, it was a dessert.

But, don’t make the same mistake I made.