06圣诞，非常的充实，和家人，同学，教会的朋友们共度，印象最深刻的是受张众，Laura之邀来到YPF, Young Professional Fellowship的平安夜聚会，由前辈甘叔叔提供了一个非常舒适温馨的空间，大家一起走过＂烛光大道＂，准备中西合璧的烛光饺子餐，学会了雪华同学1分钟内化杂志封面为容器的折纸技术，进行了互相认识的有趣游戏，交换礼物．有幸认识了许多来自两岸三地，还有海外的，充满活力的年轻朋友还有前辈，带着各行各业的智慧融合在此畅谈人生和信仰，包括来自教育，语言，金融，会计，法律，贸易，运输，媒体，制造等各个领域的朋友，让我不停地带着好奇心尝试去提问和了解

他们的丰富多彩．还得特别感谢潘多拉同学在百忙之中提供帮助，希望她喜欢那份小小的礼物．

 

深圳之行见到了久别的几位年轻的老同学，来了一次豪爽的东北风格聚会，每位必啃至少二十厘米长的整根羊腿，餐厅调子特别的祝福节目，最后由Aboni带领大家重温the killing游戏，年轻人嘛，哈哈．同学们也供职于不同行业，＂什么？小马，狱警？！＂．．．．其实我比较喜欢人和事物之间存在和产生差异，所谓融合，我的理解就是有差异化的事物之间的共存，对个人对社会都更加容易做出自由的选择...扯远了．．．

 

后收到普通话台众可人女同事little rong, little lu and little white's圣诞卡片，还画了一个胡子拉差的佛在上面投我所好，真是别出心裁，可爱之极啊，哈哈，谢谢．也收到中大教授Mike远从南韩发过来，和白嫩但是很man的韩国大兵合照的相片．．．还有从加拿大来的让人surprising的卡片．damn I'm lucky. 再后就与kiff一道回广参加老汤的婚礼．(Yo gotta be kidding me, are you sure?haha!)．．．

well, 回港继续冬训

严冬？零下二十度也照样跑，这点小小北风对于城大第一前锋来说．．．．还挺冷的．

沿途也有浪漫情调点缀，时不时向串来串去的doggys吹吹哨子眉来眼去，欣赏一下迎面跑过的运动型美眉，一两对情人在热吻，几家人簇拥而过，顿生暖意．

城门河静静的流淌，远处马鞍山灯火通明，又见人间烟火．

突然想起来几个在哥伦比亚学院不愿意承认自己是中国人的香港同学（当然，其实很多香

港人比我更爱国），以及对大陆顾客态度恶劣的香港服务业自认＂贵族＂人士，我一直都

没责备他们的自由选择，只是觉得他们可以把眼睛挣更大一点，看看香港的顶级富商们其

实是多么的爱国，看不懂中国成语没什么，数人民币会吗？喜欢潮流的话，那么数人民币

吧．

A股机会，在大势向好的环境条件下：

１．人民币持续受压缓慢升值．
２．2007年中国预期税制改革
＂内资企业的税率多数在33％左右。而税制改革之后，现在来看，税率有望统一实施25％

左右，因此，如果实施了两税并一，统一税率之后，国内上市公司在税制上将受益＂
quoted from http://www.cnfstar.com/stock/show.aspx?id=264571
３．充裕的资金放闸，包括海外资金流入QFII，国内机构投资者受鼓励增加入市规模和全

球投资能力将更加受瞩目，国内充裕的可投资资金（包括资金从储蓄持续流入股市等市场

），
４．奥运，外交，贸易活动频繁，经济增长高于世界其他地区等的持续效应（全球经济相

对较健康平衡的环境，若无大型突发性，灾难性事件）．

 

下半年内的A股大涨，散户其实扑了个空，因为．．很多很多，之后接着来的第一轮A股基

金潮到今年年底，不过只是开始，散户发现晚了，但开始持续将储蓄转移入市．
无法投资A股市场的朋友，其实还有很多其他的方法，比如基金，如H股中也有

CHINATRACKER中國基金，等等．open your eyes, ask your financial advisors about

A.

目前中国类股票，基金经过一年涨势都处于较贵的阶段，无论如何，基金等机构投资者总

是需要阶段性的套利，只建议留意各位自己的精选爱股可能什么时候出现向下调整的缺口

，预计明年A股农历新年前后会出现一定幅度的调整考验市场的深度并积蓄力量，还有要

谨慎可能出现于2007下半年的周期性调整．

 

小王（王石）不是说过，成功百分之多少多少来着都是运气. 香港有家上市企业叫做勤加

缘，这是前辈取的多么有趣又有意义的名字．

 

说风险长存，不如祝同学们好运更实际．

Teresa is one of the woman I haven't seen, but I really like to meet and have a hug with, take her hand for as long as I could, not for her reputation, only for the warmth of her heart that I can feel even we're thousands and thousands of miles away, 1 or 2 spaces away.

 

One of my special teacher from Chinese University of Hong Kong, Mr. Michael Tam, I mentioned that he's special, because he is the one teaches things he values the most only.

The following words originally from Mother Teresa, is copied from one of his course materials, which no classmates ever felt important looking at during the class, which I appreciate it as much as the sunshine, and to share with you.

 

 

 

 

英文生平

中文生平

 

 

 

 

“Love begins at home; love lives in homes, and that is why there is so much suffering and so much unhappiness in the world today...Everybody today seems to be in such a terrible rush, anxious for greater developments and greater riches and so on, so that children have very little time for their parents. Parents have very little time for each other, and in the home begins the disruption of the peace of the world.”

 

ON POVERTY

 

"I see God in every human being. When I wash the leper's wounds, I feel I am nursing the Lord himself. Is it not a beautiful experience?" -- 1974 interview.

"When I see waste here, I feel angry on the inside. I don't approve of myself getting angry. But it's something you can't help after seeing Ethiopia." -- Washington 1984.

 

“The most terrible poverty is loneliness and the feeling of being unloved.”

“The biggest disease today is not      leprosy or tuberculosis, but rather the feeling of being unwanted.”

“There is more hunger in the world for love and appreciation than for bread.”

 

 

ON WAR

 

-- Beirut 1982, during fighting between the Israeli army and Palestinian guerrillas.

 

"Please choose the way of peace. ... In the short term there may be winners and losers in this war that we all dread. But that never can, nor never will justify the suffering, pain and loss of life your weapons will cause."

-- Letter to U.S. President George Bush and Iraqi President Saddam Hussein, January 1991.

 

 

ON ABORTION

 

Abortion "is murder in the womb ... A child is a gift of God. If you do not want him, give him to me."

 

 

ON HER LIFE’S WORK

 

“We ourselves feel that what we are doing is just a drop in the ocean. But the ocean would be less because of that missing drop.”

"The other day I dreamed that I was at the gates of heaven. And St. Peter said, 'Go back to Earth. There are no slums up here.'"
-- Quoted as telling Prince Michael of Greece in 1996.

“The miracle is not that we do this work, but that we are happy to do it.”

 

 

“I try to give to the poor people for love what the rich could get for money. No, I wouldn't touch a leper for a thousand pounds; yet I willingly cure him for the love of God.”

 “I have found the paradox, that if you love until it hurts, there can be no more hurt, only more love.”
“I am not sure exactly what heaven will be like, but I do know that when we die and it comes time for God to judge us, he will NOT ask, How many good things have you done in your life?, rather he will ask, How much LOVE did you put into what you did?”

“Good works are links that form a chain of love. ”

 

 

 

ON SERVING GOD

 

 “Be faithful in small things because it is in them that your strength lies.”

 “I do not pray for success, I ask for faithfulness.”

“Many people mistake our work for our vocation. Our vocation is the love of Jesus.”

“Sweetest Lord, make me appreciative      of the dignity of my high vocation,           and its many responsibilities. Never permit me to disgrace it by giving way to coldness, unkindness, or impatience.”

“There should be less talk; a preaching point is not a meeting point. What do you do then? Take a broom and clean someone's house. That says enough.”

“In this life we cannot do great things. We can only do small things with great love.”

  "此生我们并无法做很多伟大的事情, 我们只能报以伟大的爱做成许多的小事情"

 

“Let us not be satisfied with just giving money. Money is not enough, money can be got, but they need your hearts to love them. So, spread your love everywhere you go.”

“We need to find God, and he cannot be found in noise and restlessness. God is the friend of silence. See how nature - trees, flowers, grass- grows in silence; see the stars, the moon and the sun, how they move in silence... We need silence to be able to touch souls.”

 

“At the end of our lives,     we will not be judged by     how  many diplomas we     have received, how much      money we have made or how many great things we have done. We will be judged by ‘I was hungry and you gave me to eat. I was naked and you clothed me. I was homeless and you took me in.’”

 

 

 

IPO轮番轰炸，不知底细，不过有求有应，随便讨论

 

作为IPO来说，排了一下重要性

1.
中煤能源（能源为基本，暴利行业，虽不算行业龙头，产业结构也不完美，容易引起关注

，也值得持有）
2.
株洲南車（获国家15亿订单，中国铁路换代迅速，行业垄断性企业，鐵道部及地方鐵路局

为客户，基建研发类，稳定增长型）

3.
民安保险（将受惠于李氏港资背景，疏通渠道，和较早获得内地牌照的优势，以及近期中

息率，2007将为8.5%~9%，非常高，保证股东利益，讨好投资者）

三希科技价格较便宜，但是感觉台资背景不熟资本市场运作，炒卖力度不够，无法掀起轰

动．

电池虽市场大，但是普通手机已概念无新意，加上国内手机电池品牌市场仍为附属，仅仅

加工国外品牌，稍微被动受制，得看今后发展.

 

above 纯属 personal non-educated guess