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主题:孤舟飘盘20130324 -- 孤舟一叶飘

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家园 谢谢说明
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家园 多谢孤舟长期的坚持, 大师估计掌趣科技能到什么位置呢?

多谢孤舟长期的坚持,是我们股市的明灯啊, 大师估计掌趣科技能到什么位置呢? 24进的货,都呆了大半年了,关键5月份有个大非,不知何时该退出.

家园 大唐在通信也也是奇葩

作为通信行业内的人,对大唐真的很失望。不过股票怎样,不感发言。。。

家园 巨大中华只剩下中华,不是没有原因的

Z也慢慢痿了,但愿只是阶段性的,要是只剩下H独大,那我等通信行业的labor只能期望外企不让H压榨我们的太狠了。有竞争才有发展,个人发展如此,行业发展也如此

家园 不看好大唐电信

对移动来说,决定用户体验的不是4g网络,而是4g网络根基的有线网络,历史的原因,90%的应用(服务器)都架设在电信联通的有线网络上,网间费用结算问题不解决好,移动就算是砸锅卖铁把地面光纤建设好,搞不好还是会被拖死。对大唐电信等td-lte标准厂商来说,如果电信、联通不用td-lte标准(联通3g到4g,fd-lte无缝升级),最终命运是跟移动捆绑在一起了。

家园 能否点评下宜通世纪?

能否点评下宜通世纪?公告中标大单,但今天走势似乎太弱。

家园 技术分析对A股没有意义

A股暴跌的原因,我不看股市就知道(2013-03-28 20:36:55)[编辑][删除]转载▼标签: 股市暴跌股票

因为权重股领头跳水。

那么多的权重股协同一致的跳水,说明背后有一个强大的资金力量在掌控这些权重股

谁能够有这么多钱?

显然是外国人,是那些掌控偷渡进中国的热钱的外国人。

为什么他们要打压权重股呢?

1,周小川继续央行行长,执行紧缩货币政策

2,给新任的证监会领导们来个下马威

3,把股民给通通赶跑,然后市场上就只剩下外国人进行交易了,然后中国股市就成为外国人的了。

这一点,我早在2008年就说过。

看不到西方的战略图谋,对中国股市所做的所有的技术分析都完全的没有意义。

家园 怎么可能

你当共产党是死人呀,你说是既得利益集团才可能。

家园 很看好,但眼下调整没有结束,目标大致12 左右
家园 谢谢,没想到三者关系挺复杂
家园 你们都不看新闻的么?

中文的

奥巴马今天签署法律(Funding law),禁止政府机构,购买任何来自中国的电讯设备。

即使这些设备是由其他国家生产,只要包括中国生产的原件,都要经由联邦调查人员审核认定设备没有危害,方可tentative的购买。在这个240页的的法案中,指名道姓的说就是针对中国,指控中国长期盗窃美国的机密和知识产权。按照这个法律,有高达1290亿美元的进口中国产品涉嫌“Advanced technology product”.

据专家分析,这个奥巴马签署的法律,将“沉重”打击试图在美国拓展市场的中国公司Levono,华为和其他电讯设备制造商,让他们多年的努力付之东流。同时让美国自己的制造商击掌相庆,大大的松了一口气。没有中国制造商的竞争,他们的利润和对美国政府销售的垄断特权,将得到最大限度的保障。今天是中国制造商灰暗的日子,却是美国制造商开香槟的一天。

英文的

US bans Chinese technology for government departments

China

Gallery

By Reuters

Posted on 28 Mar 2013 at 09:18

US Congress quietly tucked in a new cyber-espionage review process for US government technology purchases into the funding law signed this week by President Barack Obama, reflecting growing American concerns over Chinese cyber attacks.

The law prevents NASA, and the Justice and Commerce Departments from buying information technology systems unless federal law enforcement officials give their approval.

The assessment must include "any risk associated with such system being produced, manufactured or assembled by one or more entities that are owned, directed or subsidised" by China.

The United States imports about $129 billion worth of "advanced technology products" from China, according to a May 2012 report by the nonpartisan Congressional Research Service.

Chinese foreign ministry spokesman Hong Lei urged the United States to abandon the law to help develop relations and trust on both sides.

"This bill uses internet security as an excuse to take discriminatory steps against Chinese companies. It is not beneficial to mutual trust between China and the United States nor to the development of trade and economic relations," Hong said.

The amendment to the so-called "continuing resolution" to fund the government through 30 September originated in the Commerce, Justice and Science subcommittee of the House of Representatives, chaired by Virginia Republican Representative Frank Wolf.

Depending on how the language is interpreted, it could in fact apply very broadly to many companies across the IT industry from all around the world

It had gotten little attention until a blog post this week by Stewart Baker, a partner in the Washington office of Steptoe & Johnson LLP and a former assistant secretary in the US Department of Homeland Security.

The federal government's purchases, which are funded by taxpayers' money, are often urged to give preference to vendors that offer the cheapest services.

The congressional aide said China may heavily subsidise some companies to present the US market with a much lower price.

"It's a helpful reminder to look at the supply chain" of US firms, the aide said. "The cheap option may be artificially lowered because potentially there are ulterior motives."

Lenovo concerns

Baker wrote that the measure "could turn out to be a harsh blow" for Chinese computer-maker Lenovo and also "bring some surprises for American companies selling commercial IT gear to the government."

Lenovo, which is now on track to become the world's largest PC maker, said it was aware of the bill and reviewing the specific language.

"Depending on how the language is interpreted, it could in fact apply very broadly to many companies across the IT industry from all around the world," Lenovo said in an emailed statement.

"We are very confident and comfortable that we will continue to be very successful in growing our business in the US even as we and all of our competitors navigate new regulations."

US concern about Chinese cyber-attacks has mounted in recent months, with top officials, including President Barack Obama, vocally condemning the practice.

Public criticism

Obama raised the issue in a phone call with Chinese President Xi Jinping earlier this month, and told ABC News in an interview that some cyber-security threats are "absolutely" sponsored by governments.

"We've made it very clear to China and some other of the state actors that, you know, we expect them to follow international norms and abide by international rules," he said.

Xi said the United States and China should avoid making "groundless accusations" against each other about cyber-security and work together on the problem.

The exchange came after US computer security company Mandiant said a secret Chinese military unit based in Shanghai was the most likely driving force behind a series of hacking attacks on the United States.

Last year, the House Intelligence Committee released a report urging US telecommunication companies not to do business with Huawei Technologies and ZTE because it said potential Chinese state influence on the companies posed a threat to US security.

Both companies took issue with the report, which Huawei spokesman William Plummer called "baseless".

Plummer said in an email their reading of the bill is that it "does not apply to Huawei based on the description of covered entities."

ZTE officials declined to comment on the latest US law, while Huawei officials were not available for comment.

美国炒作了这么久,就是为了这条法律的出台。而中国也绝对不会坐视不管,一定会对等报复。中美新一轮经济争端上演了。

不过,个人估计,事情的严重程度不会超过以前的各次经济争端,不会演变成中美之间全面的经济战争。

家园 什么权重股公开跳水,是银行股

银行股当然也是权重股,但银行股跳水是因为银监会规范了银行业务,为什么,是因为怕中国金融失控。

如果按照你的说法,是外资打压,那么逻辑就是外资怕中国金融失控于是让银监会出台规范打压银行股?

家园 有意义的,比如本来3月27日是191定律的日子

不过按照铁手大人的西西河的加利福尼亚日子,又推后了一天,所以3月28日爆发了

家园 3月28日还是A50交割日

所以,即使老外有意打压,也是盯着时间节点来操作的。不能说与技术无关!

家园 中共在金融方面被外国人骗得团团转

没有办法,在金融方面咱是新手。

对方使用了很多的欺骗手段,主要是雇佣经济学家和经济记者营造舆论,进行舆论欺骗。

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