【利世民聲音專欄.文字版】 https;// leesimon.substack.com 利世民,香港人,自媒體 Unsubject 主筆。表面上係時事評論人,實際上係世俗嘅哲學愛好者。樂天知命,不問鬼神,意識形態為古典自由主義,人物設定介乎於 Chaotic Good 與 Chaotic Neutral 之間,長期處於存在危機。過去四分一世紀,平均半年就有新興趣方向;由物理學到心理學,由政治到經濟、撈埋歷史、宗教同哲學等,搓埋成為「實用經濟學」、「日常政治學」、「紀事本末」三大內容系列。 leesimon.substack.com
Publishes | Daily | Episodes | 318 | Founded | 5 years ago |
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Language | Number of Listeners | Categories | InvestingNewsBusiness NewsBusiness |
中國政府對澳洲礦業巨頭必和必拓(BHP)採取的要求以人民幣而非美元結算鐵礦石進口,核心目的遠超單純的貿易利益,而在於推進「國際人民幣化」。
中國在國家資本主義模式下,國家權力對微觀經濟的深度滲透。通過中央企業中國礦產資源集團(CMRG)作為單一採購代理,北京在商業交易層面混入其國家戰略意志。這種手法亦避開了世界貿易組織(WTO)等國際機構的關稅壁壘限制。
「國際人民幣化」的背後動機,不只是減少中國對美元的需求,更重要是將人民幣推廣至貿易夥伴的資產負債表。對於如 BHP 般高度依賴中國市場的企... more
圖,由 AI 合成;因為太怪,所以貼堂。
近期坊間又有港元與美元脫鉤改掛人民幣的建議,更講成是協助中國突破美元困局的國家金融戰略。
深入分析就知道無論從香港的制度基礎或國際金融的現實來看,港元改掛人民幣是無知的主張。
首先,直接將香港人民幣化,簡單、直接。有沒有人可以講得出為甚麼不可以?因為人民幣不能自由兌換?無錯,貨幣發行局制度,從來都不能掛鉤一隻不能自由兌換的貨幣。
又假如說,只用離岸人民幣做掛鉤,問題就是:「離岸人民幣市場有美元的深度嗎?」甚至更重要的一點是,中國的目標,從來都是要... more
曾被譽為國際金融中心,香港的繁榮並非單純仰賴勤奮的人民或單一的制度要素,而是歷史機遇、資本累積和制度設計在特定時空特殊性下的交集產物。
香港成功的「時空特殊性」與「自由港」基因
戰後香港急速發展,得益於兩個關鍵外在環境因素:
資本與人力輸入: 1949 年中共建政後,大量來自上海等地的企業家攜帶資本、技術和商業網絡湧入香港;隨後數十年,中國大陸的動亂提供了源源不斷的廉價勞動力。這兩大生產要素的集中,為香港的工業化和貿易奠定了基礎。
值得注意的是,湧入的上海資本不僅提供了資金,更帶來了當時... more
回想起來,影片中我們沒有深入討論學習的真正意義;畢竟坊間一般的想法,仍然停留於上學讀書等被動式的學習。這個根本上的概念,我們在未來一定會再探討。
但經過今次跟啟明的合作,我倒有一些新的想法;暫且賣個關子。
「Vibe Browsing」作為一種新趨勢,指的是什麼?
「Vibe Browsing」是指 AI 代理人 (agent) 能直接瀏覽網頁、分析數據(例如 YouTube Studio 表現),甚至自動規劃行程。這代表著 AI 不再僅是單點工具,而是能進行更複雜的自主操作和數據分析。... more
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真正明白新自由主義,而且又堅持到底嘅公衆人物冇幾多個。
利世民就係其一。
非常中肯客觀的政治時事評論。
語速及咬字堪稱完美,很適合下載後在戶外邊聽邊運動
The length is just right, not too long. And the choice of podcast is good for me… best use of fragmented time (and unlike YouTube, I don’t need to keep the screen on!).
If want to cover more news, can split into 2 podcast episode, just my suggestion.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #180 | |
Apple Podcasts | #4 | |
Apple Podcasts | #16 |
Listeners, social reach, demographics and more for this podcast.
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利世民聲音專欄 launched 5 years ago and published 318 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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