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*第三季*【EP. 61】#339 經濟學人新聞評論【以巴衝突、約旦河西岸、加薩走廊、以色列的疫苗接種計畫、英國脫歐、Markit/CIPS 採購經理人指數、貨運物流、半導體芯片、護國神山台積電、半導體製造:美企 vs. 非美企】

每日一經濟學人 LEON x The Economist
2021-02-04
23:06
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🔴Tuesday February 2nd 2021 🔵2021年2月2日星期二 1️⃣Israel delivered vaccines to Palestine: what’s the angle? 以色列向巴勒斯坦提供新冠疫苗:狼回頭? Israel delivered 2,000 doses of Moderna’s covid-19 vaccine to Palestinians in the occupied West Bank. Israel has raced ahead with vaccinations; almost 20% of its population have received both shots of the Pfizer-BioNTech jab. But there has been no vaccination programme in either the West Bank or Gaza. Israel has promised to share 5,000 jabs, though the Palestinian territories have a population of more than 4m. 以色列向其佔領之 (約旦河) 西岸 (West Bank) 的巴勒斯坦人提供兩千劑的莫德納 (Moderna) 新冠疫苗。以色列加快了此類疫苗之接種步伐,幾乎已有兩成的人口都已注射了輝瑞 (Pfizer) 與 (德國生技公司) BioNTech 所共同研發之新冠疫苗。但無論是 (約旦河) 西岸或是加薩走廊 (Gaza) 都還沒有疫苗接種的計畫。儘管巴勒斯坦 (自身) 的領土已有超過四百萬人口,以色列仍承諾將分享五千劑的新冠疫苗。 2️⃣Brexit aftermath: you start to feel the pain! 英國脫歐的後續:出來混總是要還的! Post-Brexit trade barriers and the pandemic took their toll on British manufacturing in January. The seasonally-adjusted Markit/CIPS purchasing managers’ index fell from a three-year high of 57.5 in December to a three-month low of 54.1 in January (although anything above 50 indicates expansion). New export orders were down, while covid-19 restrictions and transport delays, especially at ports, disrupted supply chains. 英國脫歐後的貿易壁壘以及 (新冠) 疫情大流行在 (今年) 一月給英國製造業造成了損失。季節性調整的 Markit/CIPS 採購經理人指數從 (去年) 12月的 57.5 (近三年內之高點) 跌至 (今年) 1月的 54.1 (近三個月內的低點) (儘管任何高於 50的數額皆表明著擴張)。新的出口訂單下降,而在對抗疫情之限制措施以及運輸的延誤之下,特別是在港口,供應鏈備受擾亂。 3️⃣Semiconductor chips: looking to Asia… 半導體芯片:望向亞洲… Global sales of semiconductor chips rose by 6.5% in 2020, as a surge in purchases towards the end of the year offset stifled demand during the first wave of covid-19. American firms made up 47% of the $439bn market, but just 12% of manufacturing capacity—many American companies now source chips from Asian factories. 在 2020年,半導體芯片的全球銷售額成長了 6.5%,這是由於 (去年) 年底的採購量之增長抵消了第一波新冠疫情所造成的需求疲乏。在這個 4,390億美元的市場中,美國企業佔了 47%,但僅佔 (半導體芯片) 製造能力的 12% - 許多美企於是從亞洲的工廠來採購 (半導體) 芯片。

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