關於 in bulk意思 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment　(此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間９點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)

🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition

https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook

🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.

"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."

全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.

We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.

And we're still standing, yeah, yeah, yeah.

Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.

There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.

When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.

You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.

I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.

So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .

I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.

Here's some that I have been telling people I like:

First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.

Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.

The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.

I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.

So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.

Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.

Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.

There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.

So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.

https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051

Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.

我們淨得了灘淨得了海淨不了海床

我想淨的其實是你的心！

科學家指出落入海洋的垃圾當中：
海面上的塑膠垃圾只佔了1%
其餘99%的經由海流到了海床
海底每平方米識別出190萬塊微塑料
微塑料來自衣服的塑膠纖維及大型塑膠
落入海裡的塑膠經各樣方式回歸人類
影響健康

我們需要的是大家減少用塑膠的決心
如果你要用除非你是決心用上一百年的
意思是塑膠是非常的耐用
如果那件塑膠製物你沒有決心用上十年
請你不要用！特別是即棄的餐具跟包裝！
能省就省！能不用就不要用好嗎？！

// "Until now we haven't understood where the missing microplastics in the ocean end up and how they are transported," Mike Clare of the National Oceanography Centre told Newsweek. "We know that there are concentrations of plastic on the ocean's surface, but this accounts for less than one percent of the plastic that makes it into the ocean."

He added: "Until now, the rest has been assumed to settle slowly out, like rain or snow in the deep sea. We found instead that currents in the deep sea act like conveyor belts—moving plastic around, locally creating hotspots on the seafloor."

The great bulk of microplastics building up in these hotspots are fibers found in clothing and larger pieces of plastic waste.

"Very little can be done to deal with these hotspots as they are—a deep seafloor clean up is not a viable option for a number of reasons," said Clare.

"Therefore the solution needs to start at the source. We need to limit the pathways that get plastics to the ocean, switch to more sustainable materials where possible, and keep to the mantra of reduce, re-use, recycle."

[時事英文] 死亡率（mortality rate）*、壓平曲線（flattening the curve）、活動限制 （lockdown）：如何理解這些術語？
　
Language goes beyond a sealed system governed by a rigid set of rules. To fully understand the meaning of a word, one must look further than connotation and denotation, and also take context into consideration. In this case, one needs to examine the social, political, economic, and even statistical contexts of the terms.
　
語言並非只是受嚴密規則所約束的封閉系統。為了充分理解一個單詞的意涵，我們不僅要瞭解其本義與引申義，同時還要考慮整個語境。在此一情況下，應要考察社會、政治、經濟甚至統計上的語境。
　
Does “confirmed cases,” for example, mean the same thing in every country before and during the coronavirus outbreak? What about “lockdowns”? Does it mean that the government is advising people to stay home or is someone nailing your door shut? Some food for thought when reading about the coronavirus outbreak.
　
例如，在冠狀病毒爆發前以及爆發期間，「確診病例」在各國是否具有相同的含義？那麼，封鎖呢？這是否意味著政府正建議人們留在家中，抑或有人正把你家大門釘上？以上是在閱讀疫情的相關資訊時所引人深思的一些事情。
　
*同學好心的補充說明：「mortality rate」通常指的是死亡率，而「fatality rate」則是（因罹患某疾病）致死率。兩者都是重要的死亡指標，但計算公式不相同。
　
★★★★★★★★★★★★
　
《紐約時報》報導：
　
Making sense of the coronavirus pandemic requires getting up to speed on semantics as much as epidemiology. Government officials and health care professionals toss off mentions of mortality rates, flattening the curve and lockdowns, assuming that we know what they mean. But the terms mean different things from country to country, state to state, even city to city and person to person. Officials use the same phrases about mass testing, caseloads and deaths to describe very different situations. That makes it hard to give clear answers to vital questions: How bad are things? Where are they headed?
　
1. make sense of… 理解……
2. get up to speed on 了解最新情況；跟上進度
3. toss off 輕而易舉地處理*
　
弄懂新型冠狀病毒大流行，既需要了解流行病學的最新情況，也需要在語義學上跟上形勢。「死亡率」、「壓平曲線」和「活動限制」等說法從政府官員和公共衛生專業人士的嘴裡脫口而出，他們假設大家都知道這些詞的意思。但對不同的國家、不同的州，甚至不同的城市和個人來說，這些術語有著不同的含義。 官員們使用「大規模檢測」、「病例數」和「死亡病例數」等相同的措辭，來描繪非常不同的情況。這令一些重要的問題難以得到明確的回答：情況有多糟糕？正在向什麼方向發展？
　
toss off: https://www.merriam-webster.com/dictionary/toss%20off
　
★★★★★★★★★★★★
　
People search for insight by comparing their countries to those that are further along in the epidemic. But if the terms are misleading or used in differing ways, the comparisons are flawed. Also, the statistics and vocabulary offer a false sense of precision while in reality, the information we have shows only a fraction of what’s going on. “The new cases or deaths each day are given as exact numbers, and we’re trained to take that at face value,” said Mark N. Lurie, an epidemiologist at Brown University’s School of Public Health. “But those are far from exact, they’re deeply flawed, and their meaning varies from place to place and from time period to time period.”
　
4. be further along in 在……上走得更深遠
5. at face value 根據外表；從表面上看
　
人們將自己的國家與那些經歷了疫情更多階段的國家進行比較，以求了解情況。但是，如果這些詞語使人產生誤解，或在使用方式上存在差異的話，這種比較就是錯誤的。此外，這些統計數據和詞彙給人以精準的假象，而現實是，我們所掌握的信息僅代表冰山一角。「每天的新增病例數或死亡人數都是以精準數字的形式通報的，我們被訓練成只看這些表面數字。」布朗大學公共衛生學院流行病學家馬克・盧裡說。「但這些數字遠非精準，而且有嚴重缺陷，它們的含義因不同的時間和地點而不同。」
　
★★★★★★★★★★★★
　
I. Confirmed Cases 確診病例
　
Countries vary wildly in testing for the virus and how they report the numbers, and experts say most infections are going undetected. So the publicized national tallies are rough, incomplete pictures that may not be all that comparable. And that’s if countries are forthcoming about their data.
　
6. vary wildly in 在……上有極大的差異*
7. publicize 公布；宣傳
8. national tallies 國家的統計數據
9. incomplete pictures 不完整的狀況
10. forthcoming 樂於幫助的
　
各國在病毒檢測以及通報數字的方式上有很大差異，而且專家們說，大多數感染都沒有被發現。因此，各國公布的只是粗略的數據，這些並不完整的描繪也許沒有多少可比性。這還是在假設各國願意提供數據的情況下。

wildly: https://bit.ly/2wkgPjo
　
⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹
　
Officials in the United States say that China, which has reported more than 82,000 infections, has understated its epidemic. Until this week, the Chinese government excluded those patients who tested positive for the virus but had no symptoms. China also doesn’t say how many tests it has conducted, and doubts have been raised about whether it has tested extensively in Xinjiang, the province where it holds hundreds of thousands of Muslims in indoctrination camps. The Covid Tracking Project, run by The Atlantic, has tried to compile all the numbers in the United States and reports more than 1.2 million tests so far, over 3,600 per million people.
　
11. understate 未如實陳述；避重就輕地說
12. exclude 把……排除在外
13. indoctrination camps 再教育營
14. run by 由……經營
　
中國通報的累計確診病例超過８萬２千例，美國官員說，中國淡化了國內的疫情。直到本週前，中國政府一直把病毒檢測呈陽性但沒有癥狀的感染者不納入確診病例。中國也未公開接受檢測的人數，而且外界已對中國是否在新疆進行了大規模檢測表示懷疑，中國在那裡把數十萬穆斯林關進了拘禁營。《大西洋月刊》的新冠肺炎追蹤計劃試圖匯總美國的所有數據，它統計到的數字是，美國迄今為止進行了逾１２０萬例檢測，平均每百萬人超過３６００例。
　
★★★★★★★★★★★★
　
II. Widespread Testing 大規模檢測

It matters not only how many people are tested, but also when, and who they are. Once again, countries differ, shaping what the numbers mean. A few countries, like South Korea, Australia and Singapore, got serious about mass testing early on. They used the information to do ambitious contact-tracing — finding and testing those who had recently been near infected people, even if they had no symptoms.
　
15. it matters 重要的是
16. not only……, but also…… 不僅……，而且……
17. get serious about 認真對待某事
18. early on 在早期
　
重要的不只是多少人做了檢測，檢測時間和檢測對象也很重要。各國在檢測時間和對象上也有不同，這讓數字的含義也有所不同。韓國、澳洲和新加坡等少數國家很早就開始認真地進行大規模檢測。他們利用這些信息嚴格追蹤接觸者，也就是找到並檢測那些親密接觸者，即使他們沒有癥狀。
　
⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹
　
But most nations with large numbers of cases have done less testing, waited longer to do it in bulk, and made little attempt at contact tracing. They find themselves playing catch-up with the virus, ramping up testing after their outbreaks had already mushroomed. They detect more cases, but by then it’s hard to tell how much of that growth is the expanding epidemic and how much is expanding surveillance. Unable to meet the demand, they often limit testing to the sickest patients and health workers.
　
19. in bulk 大量
20. make little attempt 幾乎未做嘗試
21. ramp up 增加*
22. mushroom (v.) 迅速增長；迅速發展*
23. meet the demand 滿足需求
24. limit……to 將……限制在……
　
但大多數存在大量確診病例的國家進行的檢測數量都比較少，都是等了更長時間後才開始進行大規模檢測，而且對追蹤接觸者的工作幾乎未做嘗試。這些國家發現自己在拚命追趕病毒的傳播，在疫情迅速蔓延後才加大了檢測力度。這些國家都檢測到了更多的病例，但此時已很難判斷新增病例中有多少是疫情不斷擴大的結果，有多少是擴大疫情監測的結果。由於無法滿足檢測需求，這些國家通常只能對病情最嚴重的患者以及衛生工作者做檢測。
　
ramp up: https://www.collinsdictionary.com/dictionary/english/ramp-up
mushroom: https://www.ldoceonline.com/dictionary/mushroom
　
★★★★★★★★★★★★
　
III. Fatality Rates 致死率
　
It has been stated time and again: Italy and Spain have high mortality rates among coronavirus patients, Germany’s is low, and China’s is somewhere between. It may not be that simple. Counting the dead is as flawed and inconsistent as counting the infected. Recent reports say that mortuaries in Wuhan, China, where the disease was first discovered, have ordered thousands more urns than usual, suggesting a much higher death toll than the city’s official count, 2,535. The outbreaks in Wuhan, and parts of Italy and Spain, overwhelmed hospitals, forcing many sick people to ride it out at home. No one knows how many people have recovered or died without ever being tested. And if only the sickest patients are tested, then the number of infections will appear smaller and the percentage who die will seem higher.
　
25. time and again 屢次；一再
26. as flawed and inconsistent as 像……一樣存在缺陷與不一致
27. mortuary 停屍間（太平間）
28. urn 骨灰罈
29. suggest 暗示*
30. death toll 死亡人數
31. to ride it out 安然渡過（難關）*
　
一個反覆提及的說法是：義大利和西班牙的新冠病毒肺炎患者死亡率高，德國的低，中國的居中。情況也許並不那麼簡單。統計死亡人數和統計感染人數一樣存在缺陷和不一致的地方。最近有報導稱，武漢的殯儀館訂購的骨灰盒數比該市官方統計的２５３５例死亡高出好幾千，表明死亡人數遠高於官方公布的數字。新冠病毒最早就是在這座城市發現的。武漢以及義大利和西班牙部分地區的疫情使醫院不堪重負，許多患者被迫在家中渡過難關。沒人知道究竟有多少人在從未做檢測的情況下康復或死亡。如果只對病情最嚴重的患者做檢測的話，感染人數看上去會更低，而死亡率看起來將更高。
　
suggest: https://www.oxfordlearnersdictionaries.com/definition/english/suggest
ride sth out: https://bit.ly/2Rd6Tj6
　
★★★★★★★★★★★★
　
IV. The Peak 疫情高峰
　
Officials often talk about when the epidemic peaks or plateaus — when a country “flattens the curve.” But they rarely specify, the peak of what? And how can we be sure we’re past it? When an outbreak is growing unchecked, more people become infected and more die each day than the day before. On a graph, the curve showing the daily count of new cases has gone from rising sharply to moving sideways — the curve has flattened — and even begun to move downward. That is one corner being turned: The rate of the spread of the virus has slowed down. It takes longer to turn another: the rate of people dying.
　
32. from rising sharply to moving sideways 從急劇上升到橫向移動
33. turn the corner 好轉；度過難關*
　
官員們經常提疫情何時達到高峰或進入平台期，也就是一個國家「壓平曲線」的時候。但他們很少具體說明是什麼達到了高峰，以及我們怎麼能確定高峰已過？當疫情不受控制地發展時，每天的感染和死亡人數都比前一天多。曲線圖上顯示的每天新增病例數從急劇上升變得趨於平緩——曲線已被壓平——甚至開始下降。這是一個轉折點：病毒的傳播速度已經放緩。度過死亡人數的轉折點則需要更長的時間。
　
turn the corner: https://www.merriam-webster.com/dictionary/turn%20the%20corner
　
⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹⊹
　
But even when those curves flatten, the epidemic still has not “peaked” by another crucial measure: the number of active cases. That figure continues to rise until the number of patients who either die or recover each day is larger than the number of new infections. To ease the staggering load on health care systems, the active cases curve must also flatten and then fall.
　
34. peak (v.) 使……達到頂峰
35. either……or…… 不是……就是……
36. staggering 沉重的；巨大的
　
但是，即使這些曲線已趨於平緩，疫情的另一個重要衡量指標——現存確診病例數——仍未達到「峰值」。在每天的死亡或康復患者人數超過新增感染人數之前，這個數字還將繼續上升。為緩解衛生系統的沉重負擔，現存確診病例數的曲線也必須先趨平，然後下降。
　
peak: https://www.oxfordlearnersdictionaries.com/definition/english/peak_2
　
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V. Lockdowns 封鎖（活動限制）
　
More than two billion people, including most Americans, are living under something usually called a lockdown. But there is no set definition of that word — or related terms like stay-at-home mandates and social distancing — so the details differ from place to place. The biggest differences may be in enforcement. Some places, like those in the United States with lockdowns, mostly rely on people to follow the rules without coercion. But Italy and others have deployed soldiers to ensure compliance, and French police have fined hundreds of thousands of people for violating restrictions. China, in addition to using security forces, mobilized an army of volunteers, ratcheting up social pressure to obey.
　
37. set definition 固定的定義
38. enforcement 實施；執行
39. rely on 仰賴；依靠
40. deploy 部署
41. compliance 服從
42. fine 處……以罰款（或罰金）
43. in addition to 除了……之外
44. mobilize 動員
45. ratchet sth up/down 逐步增加／減少
　
全球有２０多億人，包括大多數美國人正生活在一般被稱為「活動限制」的狀態下。但這個詞沒有固定的定義，其他的相關說法，比如政府的「待在家裡」和「保持社交距離」令也沒有明確的定義，所以各地的具體做法也不一樣。最大的不同可能在執行方面。有些地方，比如美國有限制令的地方，主要依靠人們自覺遵守，而非強制。但義大利等國為確保限制令的落實而動用了軍隊，法國警方還對數已十萬計的違反禁令者處以罰款。中國除了使用安全部隊外，還動員了一支志願者大軍來加大服從封鎖隔離措施的社會壓力。
　
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Italy’s experience shows the looseness of the term. It has gone through several phases of restrictions, applying them to more people, making them stricter and increasing enforcement. A few weeks ago, a person could travel around Italy for a valid work or family reason. Now, people are fined for nonessential walking too far from their homes. But each stage was widely called by the same name: lockdown.
　
46. looseness 鬆散
47. valid 確鑿的；合理的；有根據的；讓人信服的
　
義大利的經歷表明了這個詞語解釋上的自由。義大利的封鎖令經歷了幾個階段，適用範圍擴大到越來越多的人，封鎖及其執行也變得越來越嚴格。幾週前，人們還可以因為正當的工作或家庭原因在義大利旅行。現在，人們會因不必要的離家太遠的走動而被罰款。但禁令的每個階段用的都是同一個泛泛的名稱：活動限制。
　
《紐約時報》完整報導：https://nyti.ms/2XcCUeT

圖片出處：https://fxn.ws/34gwSeH
　
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時事英文大全：http://bit.ly/2WtAqop
　
如何使用「時事英文」：https://bit.ly/3a9rr38
　
＃疫情英文

張學頤是香港女子曲棍球代表隊主力，過去五年，與港隊三十五名女將，以業餘身份代表香港征戰各地，隊員中有醫護人員、海關幫辦、銀行高層、律師、教師、學生；領隊兼退役曲棍球運動員聶慧婷，最常和隊員分享的名句是：「In HK,Passion cannot put food on the table！」意思是要享受球場上打曲棍球的激情，先要養活自己，所以這隊女將不單在運動場上好打得，職場上也能獨當一面。全文：https://bit.ly/2UpjQJa

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