Cloud Chuang

433 posts

Cloud Chuang

Cloud Chuang

@CloudChuang

individual stock investor

Melbourne, Victoria Katılım Temmuz 2017
94 Takip Edilen18 Takipçiler
Cloud Chuang
Cloud Chuang@CloudChuang·
@sethbannon what you said is 99% a fake stuff. Pls share one relaible source.
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Seth Bannon
Seth Bannon@sethbannon·
This is insane. China is preparing to require tourists to hand over 5 years of social media history, all email addresses and phone numbers used in the last 5 years, and the freaking names and addresses of family members. No thanks won't be visiting anytime soon!
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Cloud Chuang
Cloud Chuang@CloudChuang·
@GalanLithium What a desperated management! You screwed the project when you kicked ganfeng out and started construction with so little money.
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Galan Lithium Limited
Galan Lithium Limited@GalanLithium·
📢 Galan secures funding to commence production at HMW! New binding offtake + operating agreements with Authium and a $13m placement position Galan for first lithium chloride production in H1 2026. Read the full announcement 👇 tinyurl.com/ykh8mk3x #GLN #ASX #HMW #Lithium
Galan Lithium Limited tweet media
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Xiang Yang 向阳
Xiang Yang 向阳@TheXiangYang·
“川普如果执意打关税战、贸易战或者别的什么战,中方奉陪到底!”习近平,你哪来的底气!在你的眼里,高举旗帜难道比精心算计更重要吗?此次贸易战的中国应对,习近平正入川普之镬,从此国运将急转直下!不知你有没有发现,现实生活中那些越强大的人反倒看上去越怂。开车遵守交通规则,说话和和气气,和他人冲突时尽量退让,其实这才是生活智慧,反映的是人生境界,越认怂的人越能遵守规则,敬畏他人。 习近平直接对抗美国的既有全球安全体系,有实力同时又有异心,而且在川普眼中,习近平还是吃人肉的野蛮人,肯定要搞他。但怎么搞,就是一门艺术了。中国是全球化的最大赢家,和西方世界有着千丝万缕的经贸关系,一旦真的将“铁幕”拉下,可能对手没完蛋,自己倒先猝死了。所以最佳应对措施,就是落下“布幕”,也即是经贸关系不要一口气马上断,要缓缓撤出慢慢切割,川普关税战的核心目的,不是降低顺差,而是逼跨国公司将工厂搬离中国,必须回归美国本土,到其他国家也不行,这样就制止出国企业落地后的技术扩散效应,让中国人想打小抄,也无从抄起。中国还搞封网?断绝与海外网络联系?那是更好!这样,上能做到封顶中国产业升级天花板,下 能做到重整全球产业链,使各国经济不会过度依赖中国制造端的地位。这才是对中国釜底抽薪的做法。 这个战略的本质,其实也是“遏制”,但不是生拉硬扯那种,而是斯斯文文的那种。你应对美国关税战,也提高美国进口关税,正入美国精英阶层之镬。因为人家就等你这么干,中美经贸关系断得越彻底越好!你不出让本国市场给美国资本,不培育出铁杆势力盟友,那么外贸顺差所得,只能买美国国债做美国债主。记住富兰克林的一句名言:损失一个朋友的最佳方式,就是借钱给他。百年金融史的统计数据显示,债权人的死亡率和利率高低以及金额大小密切相关。简单说,借钱越多,利率越高,债权人死得越快。人,如此,国家也如此。 中国从大陆国家转型海洋大国,图谋海上强权地位,这就踩着美国人的尾巴了。连“中国海军”都注册推特开始发推文了…海权是美国人的命根子,和大英帝国一样,一旦欧亚大陆的哪个大国想转型海上强国,那么英美一定要往死里整你。因为海权是他们安身立命的根本所在,不容你染指。只要你发出觊觎海权的信号,他们立即行动起来围追堵截。 中国想在本世纪混出来,办法其实很简单,就是零关税在内的全面对外开放,对内彻底改革,继续韬光养晦。四十几年来的巨大成功,已经告诉中国这条路非常有效,那么为何要放弃成功的路径,另辟蹊径呢?对手既然已经看出全球化和市场化是中国获得成功的不二路径,千方百计要诱惑中国倒退封闭,习近平你还真按他们指定路线图走,你傻不傻?说实话,有的人,是真的傻!
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Cloud Chuang
Cloud Chuang@CloudChuang·
@jltyycm 有没有想过招标的人从来就没想让让你中标?
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九龙塘右眼财迷
九龙塘右眼财迷@jltyycm·
付鹏援引自花旗分析师的观点:“如果选择掀桌子不参与这场谈判,将被排除在这个供应链之外”。 作为“敢于亮剑”第一个掀桌子的神州决策者,等待他们的将是什么?
九龙塘右眼财迷 tweet media九龙塘右眼财迷 tweet media九龙塘右眼财迷 tweet media九龙塘右眼财迷 tweet media
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陳威廉
陳威廉@williamlab·
宣布加关税之后的第一天,美股暴跌的同时,美元兑全世界货币都暴跌。。。 这剧本是不是跟川普想的不太一样?
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张蔓蔓
张蔓蔓@zhangmanman555·
物理老师做纸杯留声机,成功把声音刻录在铝箔胶带上,好有趣的物理课。
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Daniel Jimenez Sch
Daniel Jimenez Sch@D_Jimenez_Sch·
The raise of Chinese exports of passenger vehicles, ICE and EVs, means a number of new brands being offered globally, mostly unknown in the west. Add to that mergers and you get easily confused of who is who. The map below, from Worldwide Mobility, provides clarity. worldwidemobility.io/blog/world-aut…
Daniel Jimenez Sch tweet media
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Cloud Chuang
Cloud Chuang@CloudChuang·
@justashunt @GalanLithium JP is not an experienced leader and it has been worse to stay with guys such as Mr. lithium full of optimistic views of lithium price
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Daniel Jimenez Sch
Daniel Jimenez Sch@D_Jimenez_Sch·
Encouraging news for Li prices. Have spent the last week in 🇨🇳 and the question of when prices will rebound has different opinions here. This news would indicate it could happen earlier than what the Chinese consensus appears to be, late 25 early 26. The opinions appear to be based on announced mining/extraction capacity increases that at today’s prices are clearly un-economic. The reality is that in China investment decisions are made with another rationale than in the west and that between the governments resource security policies and Catl’s and Byd’s dominance signals have different readings. News in progress.
CnEVPost@CnEVPost

China's lithium industry gets long overdue relief as order intake and prices recover There have been frequent cases of LFP producers receiving large orders, and some of the big players are raising prices. cnev.co/w0kq4cV 👇

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Cloud Chuang
Cloud Chuang@CloudChuang·
@D_Jimenez_Sch In the past four years, you were never right in pricr projection. Hopefully, this time is different although chance is thin.
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Daniel Jimenez Sch
Daniel Jimenez Sch@D_Jimenez_Sch·
Let´s see if this is really true. Since price nos materially changed since Sept 24, it is hard to understand that CATL would restart a operation which it had shut down because of this same price level. Very possible that CATL wants to avoid a price hike by keeping market supplied, loosing money at its own production, but buying the rest of its consumption (>90% of its consumption) at lower prices. reuters.com/markets/commod…
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Cloud Chuang
Cloud Chuang@CloudChuang·
@daando37 If they had done great job, they would not start construction or suspend it earlier. We can imagine the issued shares will reach 1B when finishing phase 1 only. Phase 2?dilution destroys value badly.
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daando37
daando37@daando37·
@CloudChuang in my world us$3m from chemphys is already an incredibly big step. they probably wouldn't do this if the offtake wasn't close. stage 2 approval is also an incredibly big step. so what's your problem w/ that? no financial advise. dyor.
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Piano Fan
Piano Fan@PianoFan2·
Just bought some more $GLN at 0.12 🐂🐳
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Cloud Chuang
Cloud Chuang@CloudChuang·
behhhhhJJ”一样英语题“_日,他 22 用 5个007 哦,
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