@HouseForeignGOP Start blocking KMT and TPP’s families US visa like we did with IRGC families. These people been keep using excuses such as “no blank check” or “nothing to do with Cheng’s China visit” but they all refuse to show up for negotiations.
@HouseForeignGOP Thank you for your strong & continued support for #Taiwan🇹🇼. The Taiwan Relations Act remains a vital foundation for our partnership with the #US🇺🇸 & for peace & stability in the Taiwan Strait. We look forward to deepening cooperation with friends in Congress.
Today is the 47th anniversary of the Taiwan Relations Act. It has for almost five decades ensured Taiwan’s security and bolstered U.S. interests in the Indo-Pacific. The TRA still stands today as a bulwark against Chinese Communist Party aggression.
走私AI伺服器到中國,無法改變美超微的毛利率衰退趨勢
節錄自新聞報導:
"...servers sold for $510 million between late April 2025 and mid-May 2025..."
報導原文:
https://t.co/jFjc4Zzmi1
美超微在2Q CY2025的營收至少約1/10的營收來自走私。理論上走私的毛利率應該很高,但2Q CY2025的毛利率卻顯著衰退至9.6% (vs. 2Q CY2024的11.3%)。
兩種可能:
1. 合法銷售業務的毛利率太差,這回應了我之前關於AI伺服器組裝毛利率承壓的分析 (https://t.co/7BFSvcJete)。而美超微較小規模、較差執行力等結構性劣勢,進一步放大毛利率壓力。
2. 當時可能不只美超微走私,有其他選擇下有助買家提高議價力,故美超微的非法銷售毛利率沒想像中高。
I don’t think Americans understand what it means to Taiwanese. Taiwan is the only country which can’t be accepted as a member at the UN because of China. They are not allowed to use their national flag in international events, their diplomatic relationship with all the countries were arbitrarily terminated at the request of China. It is a small country with 25million people. But they have their name Taiwan across their chest, they are more emotional than other national athletes .