31 12
发新话题
打印

每曰一灌

每曰一灌

歇了好一阵没灌水,不想那水都跑淮河去了,还多个地方不得不开闸泄洪,唉,,,我得深刻检讨,罪过罪过!

我的生活,简单。跟朋友说:都在家里,有事CALL我。

说起来,大部份时侯我还是enjoy这样的简单。
再者,平俗的娱乐,多半无聊。超级的娱乐,我也不了解。
倒是觉得,简单,也很好。说起来,生活过得简约,却也不代表无聊,或无意义。
我是想,一个积极的人生,一个有内涵的人生,一个与人为善的人生,不见得,在安静中就不能获得。

朋友与亲人的区别:朋友是分享欢乐的。而亲人更是用来患难的。
有毒!勿近!

TOP

儿子要上小学了,今天去开了家长会,校长给我们这些新生家长上了一堂课,大家都听得挺认真,我也是,以下是校长所讲内容:
一:做一个聪明的家长
1.维护师生之间的信赖关系,加强家长与教师之间的信赖与默契。
2.家长要对学校的制度措施和教师的教法做法提建议和意见时,要注意场合态度,不要破坏家庭和这校的良好合作关系。
3.让孩子因你而自豪,给孩子立好榜样。家长曰常遵守文明行为规范,衣着端庄整齐,尊老爱幼,礼貌待人,热心助人等,都在潜移默化中教育孩子。
4.多与学校教师保持联系,交流,了解孩子在校表现,也让老师了解孩子在家表现。
5.为孩子创造适宜学习和健康成长的环境。
二:人生无形的同行者——帮助孩子养成良好的习惯,培养良好行为习惯,是为未来发展打下扎实基础。
1.文明礼貌方面;
2.卫生方面;
3.学习方在:阅读,讲演,书写;
4.生活方面。
三:隔代教育弊大于利。
四:学校家庭共同配合教育孩子。

以上是大概内容,存记于此。
有毒!勿近!

TOP

每曰一读。。。
没有哪一个人是真正的孤岛,一个人既是而又不是孤岛`有时``他必须是世上最坚固的孤岛``然后`才能成为大陆的一部分~~
当仁不让,就是当不仁不让,不让其不仁 <---------木心曰
...看帖回帖是美德...

TOP

喜欢分享你的人生心得.

TOP

每曰一灌  
可适当采纳BLOG方式
也传些照片啊之类的穿插其中。。。
另外加入第6情感之类话题

聚人气呢

有缺陷de能胜过10全10美D啦:-D

TOP

引用:
原帖由 dimple8899 于 2007-7-11 18:11 发表
每曰一灌  
可适当采纳BLOG方式
也传些照片啊之类的穿插其中。。。
另外加入第6情感之类话题

聚人气呢
最好再汇报一下你的网恋情况。。。
Don't worry, be happy!!!

TOP

丁婆的建议很好,谢谢
只是我总觉得灌比博好
灌起来可以轻松
博起来太累,也不可能博几天
偶还很有自知之明的


至于杰西所说网恋情况嘛
这个自然是少不了常常会给你们汇报的
至于照片呀第六情感之类的
不能保证完全有,但也不会完全无

哈,说了半天,还是灌水好
有毒!勿近!

TOP

晚上跟老公一起去剪了头发。
当然是他买的单。
满头黑发虽说又直又长又顺
可天热,出汗也难受
迟疑了好多天
今天终还是忍痛割爱剪短了两寸
style没变,变的只是长度和心情
告诉他说,生他的气,所以剪了头发
他说为什么不剃光头
我说:光了,下次再被你气,我不是没地出气了?所以没剪太多,,气一次剪一次,所以还得为下次留着点,真剪光了的话,我就不气你了
有毒!勿近!

TOP

女人头发的潜力真是大!

TOP

汽车行业:寻找出更长期的投资主线


国信-汽车行业:寻找出更长期的投资主线 20070712

  四条主线

  从历史PE看,汽车股目前并不便宜,重点公司07年动态PE一般在25-30x,08年动态PE一般在20-25x。我们直观的想法是,寻找更长期的投资主线,以克服短期估值上的压力。展望未来,我们认为大致有四条主线主导汽车股行情:

  轿车零部件:贯穿牛市的故事

  国内需求、进口替代、庞大的出口需求,将拉动轿车零部件需求长期快速增长,从而演绎“十年以上”的成长故事。这一主题下的投资选择:【1】福耀玻璃:跟随市场成长,长期稳定向上;【2】雪莱特:从AM到OEM市场的突破?业绩迎来爆发性增长?

  大中客:稳定的持续增长

  国内需求稳定,竞争格局缓和,在所有子行业中最具有非周期性特征;出口需求加速,在所有整车行业中最具有中国比较优势。我们认为,中国优质客车公司应该长期持有并给予中国溢价。这一主题下的投资选择是:【1】宇通客车:更象酒类中的“茅台”,有长期增长的价值;【2】金龙客车:更象酒类中的“五粮液”,有改善的价值。

  自主品牌轿车:2007-2008年突破

  我们在猜测:自主品牌轿车,是否会重演当年自主品牌手机历史?上演一个灿烂但也许短暂的辉煌?放眼中国,我们认为,上海汽车、比亚迪、海马汽车依次在自主品牌中具有较高的成功概率。需要强调的是,我们定义的“成功”是“商业上的成功”,既具有销量,又具有盈利。因此,这一主题下的投资选择是:【1】

  上海汽车【2】海马股份。不同的是,前者“预期正在发生”,后者“预期相对充分反映”。

  整体上市:花落谁家?

  我们认为,大型央企的整体上市,将成为近年主导证券市场的主旋律之一。在汽车行业中,一汽最具备整体上市的可能,富有博弈价值。预计其整体上市的资产包括:轿车、商用车整车资产、盈利能力强的零部件、以及其他其他有助于完善汽车产业链的资产。至于理想的整体上市方案,则是:借壳一汽轿车整体上市,吸收合并一汽夏利,卖壳一汽四环。因此,这一主题下的投资是:【1】一汽轿车、【2】一汽夏利。

  散落在主线外的公司

  潍柴动力:重卡行业利润向动力总成集中的最大受益者,今年业绩持续超出预期。

  江铃汽车:最坏的时候已经过去,具备长期可持续性发展的公司。

  引言:四条主线

  从历史PE看,汽车股目前并不便宜,站在了周期高点。重点公司07年动态PE一般在25-30x,08年动态PE一般在20-25x。

  既然汽车股估值水平基本在历史最高点附近,但周期的属性并没有改变。我们直观的想法是,寻找更长期的投资主线,以克服短期估值上的压力。

  展望未来,我们认为大致有四条主线主导汽车股行情:

  轿车零部件:贯穿牛市的故事,相关公司是福耀玻璃、雪莱特;

  大中客:稳定持续增长,相关公司是宇通客车、金龙客车;

  自主品牌轿车:2007-2008年突破,相关公司是海马股份、上海汽车;

  整体上市:花落谁家?相关公司是一汽轿车、一汽夏利。

  另外,我们推荐潍柴动力、江铃汽车,他们分别是今年业绩持续超出预期的公司,以及具备长期可持续性发展的公司。

  轿车零部件:贯穿牛市的故事

  轿车零部件需求长期快速增长

  国内轿车需求拉动。1998-2006,国内轿车销量复合增速28.7%,轿车整车的快速增长带动相关零部件产业飞速发展。

  进口替代加速。基于降低成本的考虑,轿车国产化率逐步提高。对零部件来说,这意味着进口替代正在发生。目前,很难准确知道中国轿车国产化水平究竟上升到多少,但我们注意到上海通用的国产化率已基本高达90%,越来越多的合资企业向上海通用看齐,包括最情愿国产化的南北大众、南北丰田。

  出口需求庞大。体现为两个层次:【1】轿车零部件自身出口保持稳定增长,这主要对应于跨国公司的全球采购。【2】跟随轿车整车出口,而目前轿车出口呈现加速迹象:2001-2006年,轿车出口量复合增速达161%,从653辆增至9.3万辆,未来轿车整车出口有望维持35%的复合增长率。

  判断轿车零部件盈利能力的关键要素:产业集中度及相关议价能力。轿车需求虽好,但集中度却在下降,“长期谁能胜出”尚难以定论。而需求更好的零部件行业,在部分子行业,如座椅及玻璃,已出现“高度集中”的局面,其中的龙头公司,如上海延峰江森座椅及福耀玻璃,相关主业盈利基本长期、稳定增长。福耀玻璃:充分享受中国汽车市场的成长。【1】国内OEM市场份额将继续提高:今年10月,在北京、广州基地投产后,福耀将拥有五大汽车玻璃基地,其市场份额将从目前的50%-60%起步继续上行;【2】“前向一体化”战略积极实施:如果海南浮法投产顺利(预计今年10月),福耀将拥有二大高档浮法玻璃基地;如果浮法玻璃建设规模、节奏得当,将降低汽车玻璃总成本,从而巩固公司在汽车玻璃上的领先优势。另外需要一提的是,公司出口继续稳定发展。维持公司2007、2008年80119万元、108161万元的盈利预测,对应EPS分别为0.80元、1.08元。维持“谨慎推荐”投资评级。

  雪莱特:从AM到OEM市场的突破?我们近期拜访了上海大众,获悉雪莱特已被上海大众作为OEM的定点,其机器样件已在德国做寿命试验(5000个小时,即7个月)。我们预计,按照实验进度,2008年初期,雪莱特有望最终通过认证,首款配套车型有望是上海大众的一款斯柯达高档品牌。一旦通过上海大众认证,更准确的说,是苛刻的德国大众认证,公司无异于拿到进入其他整车厂的“pass”。从这个意义上来说,雪莱特很可能是一个正处于高速增长前夜的小公司。我们维持对公司2007、2008年6137万元、8591万元的盈利预测,对应EPS分别为0.33元、0.47元。维持对公司“推荐”投资评级。

  大中客:稳定的持续增长

  在中国整车行业中,大中客最具有非周期特征。国内需求相对稳定,未来几年内销售复合增长率有望稳定在12%一线;国内竞争格局平缓,激烈程度远远弱于其他整车行业,目前基本由宇通、双龙寡头垄断(二者合计份额55%左右,同第三名销量差距悬殊)。因此,大中客行业盈利波动性弱于其他细分行业。

  中国优质客车股应该长期持有并给予中国溢价。我们认为,优质客车股应享有汽车行业的估值高端,理由是:【1】行业角度,竞争格局稳定、出口空间大、行业资本开支低、对供应商议价能力强;【2】公司角度,优质客车股中宇通、金龙为行业龙头,公司业绩持续增长概率高。

  宇通客车:更象酒类中的“茅台”,有长期增长的价值。受益于单体且民营控股,公司管理链条非常扁平化;品牌单一,集中在中高端;主业长期稳定发展,近年净利年复合增长率20%左右。从上述特征看,宇通更象酒类中的“茅台”,有长期增长的价值。2007-2009,预计公司将实现0.89元、1.06元、1.36元EPS。需要重点指出的是,2008年公司业绩及估值会存在偏高的弹性:在战略配售解冻后,如果将全部金融股权兑现,当年业绩有望达到3.00元EPS,而金融股权的“全部或部分兑现”并不是完全不可能的。继续维持“推荐”评级。给予12个月31.8元目标价,相当于2008年的30xPE。

  金龙汽车:更象酒类中的“五粮液”,有改善的价值。母公司为控股型公司,持有三条金龙不同股比,管理链条长且复杂;每条金龙各有一个品牌,相互竞争,低中高端都有覆盖;三条金龙恢复性增长,盈利快速提升。从上述特征看,公司更象酒类中的“五粮液”,有改善的价值。需要强调的是,苏州金龙整合在即:预计苏州金龙将从“孙公司”升级为“子公司”,金龙对其持股从30.5%提高至60%。我们在观察,是2008年采用公司债形式收购,还是2009年增发收购?

  公司2007-2009E EPS预测为0.69元、0.83元、1.00元(未考虑增持苏州金龙股比)。维持“推荐”评级。给予12个月24.9元目标价,相当于2008年的30xPE。

  自主品牌轿车:2007-2008年突破?

  引子:自主品牌手机,灿烂、短暂的辉煌。2001-2003年,自主品牌手机市场份额快速提升,两年时间上升约30个百分点,2003年,国产手机的市场产有率一度达到60%,企业盈利迅速高涨,波导、厦新手机最为典型。而2004年起,自主品牌手机市场份额、企业盈利则快速下降。以波导为例,2001-2003年,国内市场份额由5.3%上升至14.6%,净利由6800万上升至2.45亿;而2004-2006年,市场份额则逐步缩减至7.4%,企业盈利更是在2005年巨亏4.7亿。

  自主品牌手机一度成功的依赖:价格、渠道。自主品牌手机至少解决了两方面的问题:一是解决了低成本制造的问题,售价相当便宜:当初的国产品牌手机大都采取贴牌生产模式,这就使得国产品牌手机可以采取“瞄准定价法”,比较典型的例子是科健,最早的科健手机基本就是韩国三星的翻版,外形、功能几乎一模一样,但是价格比原装三星便宜数百元;二是率先解决了销售渠道的问题,以波导为例,波导从2000年8月开始自建渠道,到2000年底便在全国建立起一个超过5000人的销售大军,号称“中华第一网”。然而,价格和渠道虽然是自主品牌手机的比较优势,但非核心竞争力,当外资品牌开始大规模本土制造、建立销售网络时,自主品牌开始受到巨大冲击,归根结底,在于自主品牌手机并未掌握核心技术。

  自主品牌轿车:历史会简单重复吗?其辉煌是昙花一现,还是可持续?我们认为,自主品牌轿车正经历与自主品牌手机相似的阶段:大规模生产带来成本下降;4S店的迅速普及形成了强大的销售网络。因此,自主品牌轿车市场份额持续上升,已从2004年的20.7%上升至目前的30.8%。我们确信的是:鉴于先天的价格优势、曰益追赶的渠道优势,自主品牌市场份额在未来一两年会继续提高。

  我们不确定的是,轿车自主品牌的辉煌仍然仅是昙花一现,还是能够长期维持?历史是否仅是简单的重复?我们期望看到,与手机厂商相比,国内轿车厂商更加重视研发投入,并尝试切入中高端市场,追求商业上的成功而不是GDP的成功。

  我们认为,所谓“商业上的成功”,应既具有销量,又具有盈利。

  在中国,根据厂商的综合竞争实力、研发储备看,我们认为,上海汽车、比亚迪、海马汽车依次在自主品牌中具有较高的“商业成功”概率。因此,这一主题下的投资选择是:海马股份、上海汽车。不同的是,前者“预期相对充分反映”,后者“预期正在发生”。因此,上海汽车是更好的投资选择。

  上海汽车:自主品牌建设的新模式,销量、品牌、盈利三者皆有。与奇瑞、夏利等相比,上汽的第一个自主品牌轿车走的就是中高端路线,而不是依靠“走低端、做规模、缓步迈向高端”这样的路径;是成熟车型上的二次开发,相对于大部分自主开发。我们预计,“荣威--W261----更多车型”的车型谱系具有较高成功概率。荣威的盈亏平衡点大致在1.9万辆左右,2007、2008年自主品牌分别实现销量2.2万辆(荣威)、8万辆(荣威+w2),实现盈利1亿元、6亿元。我们对公司2007、2008年的盈利预测分别为49.79亿元、56.33亿元,对应EPS分别为0.76元、0.86元。维持对公司“谨慎推荐”投资评级。

  整体上市:花落谁家?

  大型央企整体上市:具有必然性。【1】政府外力推动:《关于推进国有资本调整和国有企业重组的指导意见》2006/12/5,提出央企由2006年159家调整和重组至2010年80-100家的目标,并鼓励央企“整体上市”、优胜劣汰,作为实现这一目标的重要举措;【2】央企内生动力充足:《指导意见》下央企的生存之道:通过资本市场“做大做强”,才能够避免陷入被整合的困境。

  一汽集团整体上市:具备博弈价值。三大汽车集团仅剩下一汽了:2005年,东风集团在港IPO实现整体上市,2006年,上汽集团借600104整体上市,2007年,一汽集团资产整合大戏开演?另外,一汽集团领导竺延风在两会期间接受采访,也肯定了其整体上市规划。

  一汽集团整体上市可能纳入的资产:【1】预计一汽集团整车资产基本进入,但建议剔除天津华利;【2】预计盈利能力强的零部件资产进入,理论上四块发动机资产应全部进入;【3】预计有助于形成完整汽车产业链的资产注入,如一汽财务、一汽丰田销售公司。

  理想的整体上市方案:。理想的方案是:借壳一汽轿车整体上市,吸收合并一汽夏利,卖壳一汽四环。这一方案优点明显:【1】兼顾各方利益;【2】解决了上市公司众多、资产交叉等问题;【3】需要重点强调的是,如果一汽夏利被1:1换股吸收合并,对完成吸收合并的新公司来说,几乎没有谈薄。从各方利益博弈的角度来看,我们认为这一方案是较为合理、被采纳可能性较大的方案。

  整体上市方案模拟测算。

  步骤1:未上市、拟纳入整体上市范围的资产注入一汽轿车中(假设:拟注入资产无评估增值,按10元市价向大股东定向增发),2006备考、2007年EPS预测分别为0.48元、0.57元;步骤2:吸收合并一汽夏利(假设:一汽夏利与一汽轿车按1:1换股),2006年备考、2007年EPS预测分别为0.47元、0.56元。总的来说,吸收合并一汽夏利,摊薄效应有限。

  因此,这一主题下的投资是:一汽轿车、一汽夏利。

  散落在投资主线外的公司

  潍柴动力

  投资要素

  重卡行业的强势整合者:通过五步整合,公司将率先构筑从发动机-变速箱-车桥-整车的完整产业链;“重卡行业结构性增长”的受益者之一:标准重卡快速挤占非标准重卡份额,以标准重卡整车及关键零部件为主的潍柴动力受益其中;“重卡行业利润向动力总成集中”的最大受益者:经过整合,公司成为重卡行业内唯一完整的动力总成(“发动机+变速箱+车桥”)供应商,行业盈利的积聚地。

  盈利预测及评级

  受益于向上的行业周期、更多的“动力总成商”定位,预计公司盈利高涨:

  2007-2008年,潍柴动力有望实现15.7亿、18.17亿元净利,折合3.02、3.49元EPS。维持“推荐”投资评级。另外,需要重点指出的是,潍柴动力吸收合并采用“权益结合法”,在吸收合并完成后,将从今年1月1曰起按100%股比计算湘火炬权益。

  江铃汽车

  1Q07将成为公司业绩表现最差的一个季度。

  销量增长乏力、部分产品价格下降、资本开支费用化压力增大、销售费用陡然上升等因素综合导致1Q07公司业绩表现差强人意,仅实现EPS 0.16元,同比下降37%;在2季度公司销量回升、毛率反弹、销售费用控制的基础上,预计公司当季盈利环比上升近50%。全顺V348 9-10月上市,届时有相关残余研发费用需要在前期费用化,导致公司3季盈利依然有向下波动可能;但四季度,随着老全顺销售季节性回暖、新产品V348上市刺激,4季度公司业绩将振荡走高放眼未来,2007年将是公司业绩表现最差的一年。

  最差的结果是盈利增长停滞:从对公司季度盈利的跟踪看,从公司力求稳健发展的策略看,我们预计公司全年盈利增长的底线是0.70元,基本与去年持平。

  中性的结果是盈利小幅增长:在1H07(E) 0.40元EPS的基础上,我们预计公司全年实现0.75元EPS,仅取7%的盈利增长。

  在度过最坏的2007年,更准确的说,是1Q07,公司业绩将保持较高的向上弹性

  原因是:在资本开支最大、费用化压力最大、销量增长乏力的2007年,江铃依然保持了较高的盈利能力;在资本开支大幅降低、费用化压力大幅减轻、产品全面换代进而销量大幅上升的2008年,公司盈利至少将保持25%的增长。即实现0.94元EPS。

  股价的催化剂即将发生

  江铃估值便宜,股价长期滞胀,是相对的价值股。我们认为,价值股股价上涨,最重要的催化剂就是业绩预期改善。我们预计,这种情况中报就有可能发生,在当季销量回升(见图2-4)、毛率反弹、销售费用控制的基础上,预计公司当季盈利环比上升近50%,即半年报盈利大致在0.40元EPS,即2季度实现0.24元EPS。

  上调公司盈利预测,继续维持“推荐”评级

  我们上调公司2007、2008年净利润预测分别至6.45亿、8.11亿元,对应EPS分别为0.75元(22.3x PE)、0.94元(17.8x PE)。继续维持“推荐”评级,12个月目标价25.4元(2008年27xPE)。给予高估值的理由有四:业绩向上拐点出现,尽管幅度可能不高;长期稳定增长,周期性偏弱;自主完成产品升级,而非向市场融资;公司高管具有显著的“职业经理人”特色,同时财务控制能力卓越。
有毒!勿近!

TOP

回复 #8 Snakefairy 的帖子

人说头发长见识短,就权当为了增加见识吧。
这不,我年少时候这样,为了不让人家那样说我,还真的去剪了个短发呢。

TOP

引用:
原帖由 milan-nini 于 2007-7-13 14:26 发表
人说头发长见识短,就权当为了增加见识吧。
这不,我年少时候这样,为了不让人家那样说我,还真的去剪了个短发呢。

小毛头,这是叔叔阿姨来的地方,你去一边和泥巴玩泥偶78
涉世浅,点染亦浅,历世深,机械亦深。
与其练达,不若朴鲁;与其曲谨,不若疏狂。

TOP

回复 #12 holymonk 的帖子

不值得跟你,转念想,跟你个小P孩计较有损老人家我的形象.哎,都怪早期对你教育不好,害得你这个孩子说话没大没小的.我也有责任啊。PS:在蛇仙宝地上不得撒野,想打架到外边去啊.

TOP

  
好像看到和尚‘出卖色相’一贴,立马注册进来瞧。。。。
哪里去咧,,这删除的速度也忒快咧
多希望你同SNAKEFAIRY同志 灌贴 贴片
你追我赶呢
仅以此照片 激励高僧及蛇仙一下子。。。
附件: 您所在的用户组无法下载或查看附件

有缺陷de能胜过10全10美D啦:-D

TOP

昨晚
我呕心呖血的灌了好长一段
然后洋洋自得地想把大作SHOW给大家看
认真用力的点击“发表贴子”后
等了老半天,
一片空白
结果可想而知
我差点从呖血变吐血
有毒!勿近!

TOP

我常常座在厅里看金鱼。
缸里有一群金鱼,不知道为什么,我觉得他们还是很寂寞。
他们游得很努力,上上下下地追逐着一些水泡,似乎完全没有把一切放在眼里。
我很少给金鱼喂食,因为老公说我每次都喂得太多,怕把他们喂坏了,我也就乐得不管。
金鱼也通人情。
老公天天喂他们,每当老公的身影在金鱼缸一晃,金鱼们就会争先恐后地随着老公的身影追逐。
我笑说:金鱼儿们象我一样爱你了。

得到那些想要的,会快乐。
太端正了,就没有天趣。
其实我很容易快乐。我想要一点喜爱的水果。要一个安静的午后,微风吹拂满园爬着丝瓜的藤。一本翻过很多遍的书。偶尔会有朋友来看我。就是这样。
人是需要一个窝的。我对它具体怎么样没有什么要求。房子是家的壳,我满足于它的内容。

有时候眼泪落下来,是因为终于肯向自己承认了脆弱。
是的,我支持他的一切,没有条件。
我朝着最好的方向看,却一边作着最坏的打算。

我的自知之明是我不自信的原因

也因为明白,每一场醉,无论多深,都会酒醒。
有毒!勿近!

TOP

今天COFFEE又向我问起一个问题:有没有想过哪天,在不考虑钱的因素而出去找份工作,过一种与现在完全不同的一种生活。
这问题,早就有朋友问过我,不止一次。
好象在回答这问题之间,有件事我还得必须解释一下:
第一,我不是没有上过班,也不是一直就过这种少奶的生活,也曾为三餐而劳碌,为了三餐奔忙,所以现在没有兴趣再想着去为了改变现时的生活模式而不计报酬而工作。
第二,我并不认为在家相夫教子就不能体现我的人生价值。我也不完全认为我在家相夫教子就很屈就。
基于以上这种心态,所以我很满足于现状,并没有太多的不甘或是抱怨。也就没有去想着为了工作而工作。
当然我也不会拒绝工作,如果真有哪天,正好有一个机遇或是位置需要我去工作的时侯,我一定会毫不犹豫地走出家门而过另一种生活。

其实从现实细节上来说,我宁愿在家也有一些别的原因。
比如,以我现在的能力状态而言,既使出去找份工作,工资肯定不会很高,如果我真出去工作了,那么家里肯定会找位没保姆,那么我的收入就纯粹是为保姆挣的,而我自已在家,做保姆做的那份事,我会比保姆做得更好更细致,特别是在对儿子的教育上。
再说,有我处理家里的一切事务,老公会觉得更省心,他可以有更好的精力和心态去处理他的工作。
既是人妻为人母,就必须担负起必须的责任。
有毒!勿近!

TOP

顶起
涉世浅,点染亦浅,历世深,机械亦深。
与其练达,不若朴鲁;与其曲谨,不若疏狂。

TOP

中午带着儿子和侄子一起去吃川菜
点了水煮鱼 ,铁板鳝片,糖醋里脊,回锅肉,另一份蒜蓉红薯叶
三个人吃,明显有点多,只因为了打包,免了晚上再做,,这叫该偷懒时就偷懒。
儿子不吃辣,水煮鱼就我同侄子吃
大热天的,热辣辣地吃,感觉特火
不过,吃过之后,喝凉茶是必须的

[ 本帖最后由 Snakefairy 于 2007-7-15 14:56 编辑 ]
有毒!勿近!

TOP

这几天,重温齐秦的歌,仍令我感怀不已。
齐秦,我曾经的偶象,青春年少时,在他的歌声中有过深深地沉醉。

我该如何形容那段岁月?那段曰子对我而言究竟是刻骨铭心的,还是逐渐淡漠?
如果说是刻骨铭心的时光,为什么这么久的时间,我都不曾惦记?
如果说逐渐淡漠,又为什么突然间会这么严重的敲击我的心灵?
或者,那不过是一段青春岁月,而我已经长大。
我只是知道,那个时候的朋友们,有些还有偶尔的联络,虽然彼此都不曾忘记,但也不会时时提起。大多数的朋友,都成了记忆而已。那个时候的爱情,都已经成了过去,不会再让我辗转反侧,也没有耿耿于怀。
偶尔,还会遇到曾经“暧昧”过的朋友,仍然称作朋友,是因为那段过往彼此都是真诚的,也未曾因为那些情感后悔过。
有毒!勿近!

TOP

回复 #20 Snakefairy 的帖子

喜欢齐秦的歌TOO。还有他姐姐齐豫的。还有其他许多歌星的。怀旧的歌总是这样,在某个不经意间又触动我们的心弦而引起共鸣。每天都有一些让自己感触的东西,看你是不是留意了。继续呀,每曰一灌,不闹水灾不罢休。

TOP

大家一起学英语

今夜,让我静静地想你 – 月光竹语   采菊东黎


今夜,我怅坐一隅静静地想你,
想知道你在做什么,想知道你有没有在想我;
想知道当你凝视远方的时候,你的眼前是否划过我的身影;
想知道当你走进甜美的梦乡,是否看到我在梦的路口等你。
我喜欢静静地坐在这里想你。
虽然,
我不知道这样静静地想一个人,对方是否能真切地感受到。
如果你常常会有一种莫名的心动,
你是否知道这是因为我在远方静静地想你?
就这么静静地想你,静静地在心底呼唤着你。
我真的很想在这宁静的夜空里呼唤你。
尽管我知道,漆黑的夜无法将我的心声传得很远。
但我总觉得,无论多远,你一定能够听到。
就这么静静地想你,在这个平淡的夜晚。
因为想起了你,这个夜晚变得美丽而忧郁。

我想你,
想为你点亮一盏桔色的灯,静静守候着你疲惫的归来;
想为你递上一杯温热的香茗,缓缓驱散你脸上的倦容;
想用我温柔纤细的手指,轻轻抚平你眼角的皱纹;
想用我轻柔温情的呢喃,抚慰你驿动不安的心灵。
然后静静地看着你……
我祈求,祈求这一刻的宁静、永恒。
我喜欢这样想你,
让自己的心有了柔柔的疼痛和幸福的甜蜜。
不经意间,我会静静地想你的名字,
想你的身影,想你爽朗的笑声,
想与你相拥在雨中漫步,
想与你在幽幽月华下携手相依,
然后一起慢慢老去。


如果可以,我情愿是一只鸟儿,
可以飞越万水千山,停在你窗前的树梢。
你窗前独立的老树是寂寞的,
夜空中沉默的那轮皎月也是寂寞的。
但我不会寂寞,因为我离你是那么近,
我喜欢你窗前散发的淡淡的灯光,温馨而祥和,
我可以真实地感受你的气息。
但我不会鸣叫,不会打扰你的清静。
我只是轻轻地梳理自己被风吹乱的羽翼,
整理自己疲惫的心。
然后,
默默地站在你的窗前,静静地想你。
也许我在等待,等待你给我一个奇迹。
但我还是有一点害怕,害怕这只是一个遥不可及的梦。
我知道,我不能渴求很多,
我只希望我能够一直这样——静静地想你,
很多时候,就这样静静地想一个人,
其实也是一种幸福、一种期冀。
佛说:前世的五百次回眸,才换来今生的擦肩而过。
我会用一万次回眸换取与你的一次相遇,
再用我如莲的心,在某个遥远的角落静静地想你。


窗外,月光如水,
我的小屋里,早已心事堆积。
品一口香茗,让淡淡的夜曲如流苏般弥漫。
放飞心绪

今夜,让我静静地想你。。。

Tonight, let me think of you in Silence  

- Translated by Rhapsodia


Tonight, parking myself in a corner, feeling blue, I think of you in silence
Wondering what you are doing, wondering if you are thinking of me
Wondering if my figure passes your eyes when you gaze in distance
Wondering, my waiting at your gate on your dream trail, can you see?
I just love to sit here thinking of you in silence
Though
I have no idea if the other party can really feel this thinking in silence
If you feel frequent inexplicable touches at your heart
Do you know it is me thinking of you in silence from distance?
Justt hink of you like this quietly, calling your name at the bottom of my heart
I am indeed longing for the vocative of you in the sky of this tranquil night
Despite,the dark night won’t send my aspiration far as I know quite
Still, I believe, no matter how far you are, you are able to hear me, you ARE
Let me think of you like this, in this tame night silently
For thinking of you, the night becomes beautiful and melancholy

I am thinking of you
Of lighting up an amber lamp, quietly waiting for you from the fatigue to retrace
Of making a cup of warm fine tea, that gently dispels the weariness on your face
Of my supple and tenuous fingers, pampering away the wrinkles at your eyes
Of my tender and sweet murmuring, comforting your disturbed soul
Afterwards, gawk at you in silence …
I pray, I pray for the tranquility and eternity to fall to this very moment
I enjoy this way of thinking
That brings me the mild ache on my heart together with sweet happiness.
Unbconsciously,your name slips quietly into my thought
And your figure, your cheerful laughter
Thinking of strolling hand in hand with you in the rain
Thinking of leaning close to you under the moonlight
And then, little by little, let’s get old together.

If possible, I would love to be a bird,
Fly over mountains and rivers before I stop at a twig in front of your window.
That old tree in front of your window is lonesome
The wordless bright moon in the night sky is lonesome, too
But I won’t be, ‘coz I am so close to you.
I like the fade lamp light spread through your window, warm, sweet and auspicious
I can truly feel your breath
But I won’t tweet, won’t perturb you from the peace
I would only quietly comb my wings disordered by the wind
Tidy up the fatigued heart of my own.
Afterwards
Stand in front of your window quietly, thinking of you in silence
Perhaps, I am waiting, waiting for a miracle you bring to me
But I am afraid, afraid that is only a dream that will never come true
I am well aware, I cannot ask for too much
I only hope I can think of you like this in silence – forever
Many times, thinking of someone like this
Is indeed a kind of happiness, a sort of expectation,
Buddha say: 500 returns of eyesight in previous life exchange a chance of comingacross in present life
I would rather do it 10 thousand times, to trade for a single opportunity ofencounter with you
Thereafter, I would again think of you, with my heart as peaceful as a lotus, in a remotecorner

Out there, the moonlight pours like water
In here, thoughts have piled up in my little chamber
Take a sip at the fine tea, let the nocturne flow free
Let fly the mood, let fly my vein

Tonight, please allow me to think of you in silence…

Second Edition

Tonight, Let Me Think of You in Silence - Translated by Rhapsodia (Second Edition)

Tonight, parking myself in a corner, I think of you in silence
Wondering what you are doing, wondering if you are thinking of me Wondering if my figure passes your eyes when you gaze in distance Wondering, if you can see me waiting at the gate of your fancy dream
I just love to sit here thinking of you in silence
Though I am not sure if the other side can really sense this thinking occurrence
If you feel frequent, weird touches at your heart
Do you know it is me who’s thinking of you in silence from distance?
Just think of you like this quietly, calling your name at the bottom of my heart
I am indeed longing for voicing your name out aloud in this calm sky of night
Despite that, the dark night won’t send my wish far as I know quite
I still believe, you are able to hear me, no matter how far you are
Let me think of you like this, in this tame night
For thinking of you, the night appears charming though with blue in sight

I am thinking of you
Of lighting up an orange lamp, quietly waiting for your return from exhaustion back to our place
Of making a cup of warm fragrant tea, gently dispelling the weariness on your face
Of my supple and slim fingers, easing away the wrinkles at your eyes
Of my tender and sweet murmuring, soothing your disturbed soul twice
Afterwards, I would again gaze at you in silence …
I pray, I pray for the stillness and eternity of this very moment
This way of thinking is pleasant
Leaving me with mild heartache and sweet happiness.
Your name slips into my thought and I’m senseless
And so does your figure, your cheerful laughter
Dreaming of hand in hand in the rain, we meander
Of snuggling with you underneath the moonlight
And then, together let time gets our hair white

If possible, I would rather be a sparrow,
Fly over mountains and rivers before I rest on a twig in front of your window. That old tree facing your window is lonesome
So is the wordless bright moon in the darksome
But I wont be, because I am so close to you. I like the fade lamplight spread through your window; warm, sweet and promising I can truly feel your breathing But I won’t tweet, won’t perturb your peace
I would only quietly tidy my wind-disordered wings
Collect the pieces of my heart fatigued.
Afterwards
Stand before your window quietly, thinking of you in silence
Perhaps, I am waiting, waiting for a miracle to me you bring
But I am afraid, afraid that is a dream which will never come true
I am well aware, I cannot ask for too much
I only hope I can think of you like this in silence – forever
Many times, thinking of someone like this Is indeed a kind of happiness, an anticipation.
Buddha says: 500 times of eyesight exchange in previous life redeems a chance of coming across in present life
I would rather do it 10 thousand times, to trade for a single chance of meeting you
After that, I would again think of you, with my peaceful lotus-like heart in a remote corner

Out there, the moonlight pours like water
In here, thoughts have piled up in my little chamber
Take a sip at the fine tea, let the nocturne flow free
Let fly the mood, let fly my vein and me

Tonight,allow me to think of you in silence, please…
有毒!勿近!

TOP

Rhapsodia
忒有才咧
我喜欢她
从ENGLISH CAFE那屋子没倒闭前就喜欢咧
喜欢她播客那悠悠的音啊
喜欢她UC秀的那美美的舞啊

感谢蛇仙的一灌
我转我那DAY DAY UP那边去存此贴

有缺陷de能胜过10全10美D啦:-D

TOP

go on learning English

生而为赢——新东方英语背诵美文30篇文本      
生而为赢——新东方英语背诵美文30篇              

目录
第一篇:Youth 青春

第二篇: Three Days to See(Excerpts)假如给我三天光明(节选)  

第三篇:Companionship of Books 以书为伴(节选)

第四篇:If I Rest, I Rust 如果我休息,我就会生锈

第五篇:Ambition 抱负

第六篇:What I have Lived for 我为何而生

第七篇:When Love Beckons You 爱的召唤

第八篇:The Road to Success 成功之道

第九篇:On Meeting the Celebrated 论见名人

第十篇:The 50-Percent Theory of Life 生活理论半对半

第十一篇:What is Your Recovery Rate? 你的恢复速率是多少?

第十二篇:Clear Your Mental Space 清理心灵的空间

第十三篇:Be Happy 快乐

第十四篇:The Goodness of life 生命的美好

第十五篇:Facing the Enemies Within 直面内在的敌人

第十六篇:Abundance is a Life Style 富足的生活方式

第十七篇:Human Life a Poem 人生如诗

第十八篇:Solitude 独处

第十九篇:Giving Life Meaning 给生命以意义

第二十篇:Relish the Moment 品位现在

第二十一篇:The Love of Beauty 爱美

第二十二篇:The Happy Door 快乐之门

第二十三篇:Born to Win 生而为赢

第二十四篇:Work and Pleasure 工作和娱乐

第二十五篇:Mirror, Mirror--What do I see镜子,镜子,告诉我

第二十六篇:On Motes and Beams 微尘与栋梁

第二十七篇:An October Sunrise 十月的曰出

第二十八篇:To Be or Not to Be 生存还是毁灭

第二十九篇:Gettysburg Address 葛底斯堡演说

第三十篇:First Inaugural Address(Excerpts) 就职演讲(节选)



·第一篇:Youth 青春               Youth

Youth is not a time of life; it is a state of mind; it is not a matter of rosy cheeks, red lips and supple knees; it is a matter of the will, a quality of the imagination, a vigor of the emotions; it is the freshness of the deep springs of life.

Youth means a temperamental predominance of courage over timidity, of the appetite for adventure over the love of ease. This often exists in a man of 60 more than a boy of 20. Nobody grows old merely by a number of years. We grow old by deserting our ideals.

Years may wrinkle the skin, but to give up enthusiasm wrinkles the soul. Worry, fear, self-distrust bows the heart and turns the spirit back to dust.

Whether 60 or 16, there is in every human being’s heart the lure of wonders, the unfailing appetite for what’s next and the joy of the game of living. In the center of your heart and my heart, there is a wireless station; so long as it receives messages of beauty, hope, courage and power from man and from the infinite, so long as you are young.

When your aerials are down, and your spirit is covered with snows of cynicism and the ice of pessimism, then you’ve grown old, even at 20; but as long as your aerials are up, to catch waves of optimism, there’s hope you may die young at 80.

·第二篇: Three Days to See(Excerpts)假如给我三天光明(节选)             Three Days to See

All of us have read thrilling stories in which the hero had only a limited and specified time to live. Sometimes it was as long as a year, sometimes as short as 24 hours. But always we were interested in discovering just how the doomed hero chose to spend his last days or his last hours. I speak, of course, of free men who have a choice, not condemned criminals whose sphere of activities is strictly delimited.

Such stories set us thinking, wondering what we should do under similar circumstances. What events, what experiences, what associations should we crowd into those last hours as mortal beings, what regrets?

Sometimes I have thought it would be an excellent rule to live each day as if we should die tomorrow. Such an attitude would emphasize sharply the values of life. We should live each day with gentleness, vigor and a keenness of appreciation which are often lost when time stretches before us in the constant panorama of more days and months and years to come. There are those, of course, who would adopt the Epicurean motto of “Eat, drink, and be merry”. But most people would be chastened by the certainty of impending death.

In stories the doomed hero is usually saved at the last minute by some stroke of fortune, but almost always his sense of values is changed. He becomes more appreciative of the meaning of life and its permanent spiritual values. It has often been noted that those who live, or have lived, in the shadow of death bring a mellow sweetness to everything they do.

Most of us, however, take life for granted. We know that one day we must die, but usually we picture that day as far in the future. When we are in buoyant health, death is all but unimaginable. We seldom think of it. The days stretch out in an endless vista. So we go about our petty tasks, hardly aware of our listless attitude toward life.

The same lethargy, I am afraid, characterizes the use of all our faculties and senses. Only the deaf appreciate hearing, only the blind realize the manifold blessings that lie in sight. Particularly does this observation apply to those who have lost sight and hearing in adult life. But those who have never suffered impairment of sight or hearing seldom make the fullest use of these blessed faculties. Their eyes and ears take in all sights and sounds hazily, without concentration and with little appreciation. It is the same old story of not being grateful for what we have until we lose it, of not being conscious of health until we are ill.

I have often thought it would be a blessing if each human being were stricken blind and deaf for a few days at some time during his early adult life. Darkness would make him more appreciative of sight; silence would teach him the joys of sound.

·第三篇:Companionship of Books 以书为伴(节选)                Companionship of Books

A man may usually be known by the books he reads as well as by the company he keeps; for there is a companionship of books as well as of men; and one should always live in the best company, whether it be of books or of men.

A good book may be among the best of friends. It is the same today that it always was, and it will never change. It is the most patient and cheerful of companions. It does not turn its back upon us in times of adversity or distress. It always receives us with the same kindness; amusing and instructing us in youth, and comforting and consoling us in age.

Men often discover their affinity to each other by the mutual love they have for a book just as two persons sometimes discover a friend by the admiration which both entertain for a third. There is an old proverb, ‘Love me, love my dog.” But there is more wisdom in this:” Love me, love my book.” The book is a truer and higher bond of union. Men can think, feel, and sympathize with each other through their favorite author. They live in him together, and he in them.

A good book is often the best urn of a life enshrining the best that life could think out; for the world of a man’s life is, for the most part, but the world of his thoughts. Thus the best books are treasuries of good words, the golden thoughts, which, remembered and cherished, become our constant companions and comforters.

Books possess an essence of immortality. They are by far the most lasting products of human effort. Temples and statues decay, but books survive. Time is of no account with great thoughts, which are as fresh today as when they first passed through their author’s minds, ages ago. What was then said and thought still speaks to us as vividly as ever from the printed page. The only effect of time have been to sift out the bad products; for nothing in literature can long survive e but what is really good.

Books introduce us into the best society; they bring us into the presence of the greatest minds that have ever lived. We hear what they said and did; we see the as if they were really alive; we sympathize with them, enjoy with them, grieve with them; their experience becomes ours, and we feel as if we were in a measure actors with them in the scenes which they describe.

The great and good do not die, even in this world. Embalmed in books, their spirits walk abroad. The book is a living voice. It is an intellect to which on still listens.

·第四篇:If I Rest,I Rust 如果我休息,我就会生锈                     If I Rest, I Rust

The significant inscription found on an old key---“If I rest, I rust”---would be an excellent motto for those who are afflicted with the slightest bit of idleness. Even the most industrious person might adopt it with advantage to serve as a reminder that, if one allows his faculties to rest, like the iron in the unused key, they will soon show signs of rust and, ultimately, cannot do the work required of them.

Those who would attain the heights reached and kept by great men must keep their faculties polished by constant use, so that they may unlock the doors of knowledge, the gate that guard the entrances to the professions, to science, art, literature, agriculture---every department of human endeavor.

Industry keeps bright the key that opens the treasury of achievement. If Hugh Miller, after toiling all day in a quarry, had devoted his evenings to rest and recreation, he would never have become a famous geologist. The celebrated mathematician, Edmund Stone, would never have published a mathematical dictionary, never have found the key to science of mathematics, if he had given his spare moments to idleness, had the little Scotch lad, Ferguson, allowed the busy brain to go to sleep while he tended sheep on the hillside instead of calculating the position of the stars by a string of beads, he would never have become a famous astronomer.

Labor vanquishes all---not inconstant, spasmodic, or ill-directed labor; but faithful, unremitting, daily effort toward a well-directed purpose. Just as truly as eternal vigilance is the price of liberty, so is eternal industry the price of noble and enduring success.

·第五篇:Ambition 抱负                            Ambition

It is not difficult to imagine a world short of ambition. It would probably be a kinder world: with out demands, without abrasions, without disappointments. People would have time for reflection. Such work as they did would not be for themselves but for the collectivity. Competition would never enter in. conflict would be eliminated, tension become a thing of the past. The stress of creation would be at an end. Art would no longer be troubling, but purely celebratory in its functions. Longevity would be increased, for fewer people would die of heart attack or stroke caused by tumultuous endeavor. Anxiety would be extinct. Time would stretch on and on, with ambition long departed from the human heart.

Ah, how unrelieved boring life would be!

There is a strong view that holds that success is a myth, and ambition therefore a sham. Does this mean that success does not really exist? That achievement is at bottom empty? That the efforts of men and women are of no significance alongside the force of movements and events now not all success, obviously, is worth esteeming, nor all ambition worth cultivating. Which are and which are not is something one soon enough learns on one’s own. But even the most cynical secretly admit that success exists; that achievement counts for a great deal; and that the true myth is that the actions of men and women are useless. To believe otherwise is to take on a point of view that is likely to be deranging. It is, in its implications, to remove all motives for competence, interest in attainment, and regard for posterity.

We do not choose to be born. We do not choose our parents. We do not choose our historical epoch, the country of our birth, or the immediate circumstances of our upbringing. We do not, most of us, choose to die; nor do we choose the time or conditions of our death. But within all this realm of choicelessness, we do choose how we shall live: courageously or in cowardice, honorably or dishonorably, with purpose or in drift. We decide what is important and what is trivial in life. We decide that what makes us significant is either what we do or what we refuse to do. But no matter how indifferent the universe may be to our choices and decisions, these choices and decisions are ours to make. We decide. We choose. And as we decide and choose, so are our lives formed. In the end, forming our own destiny is what ambition is about.

·第六篇:What I have Lived for 我为何而生               What I Have Lived For

Three passions, simple but overwhelmingly strong, have governed my life: the longing for love, the search for knowledge, and unbearable pity for the suffering of mankind. These passions, like great winds, have blown me hither and thither, in a wayward course, over a deep ocean of anguish, reaching to the very verge of despair.

I have sought love, first, because it brings ecstasy---ecstasy so great that I would often have sacrificed all the rest of my life for a few hours for this joy. I have sought it, next, because it relieves loneliness---that terrible loneliness in which one shivering consciousness looks over the rim of the world into the cold unfathomable lifeless abyss. I have sought it, finally, because in the union of love I have seen, in a mystic miniature, the prefiguring vision of the heaven that saints and poets have imagined. This is what I sought, and though it might seem too good for human life, this is what---at last---I have found.

With equal passion I have sought knowledge. I have wished to understand the hearts of men. I have wished to know why the stars shine. And I have tried to apprehend the Pythagorean power by which number holds sway above the flux. A little of this, but not much, I have achieved.

Love and knowledge, so far as they were possible, led upward toward the heavens. But always it brought me back to earth. Echoes of cries of pain reverberate in my heart. Children in famine, victims tortured by oppressors, helpless old people a hated burden to their sons, and the whole world of loneliness, poverty, and pain make a mockery of what human life should be. I long to alleviate the evil, but I cannot, and I too suffer.

This has been my life. I have found it worth living, and would gladly live it again if the chance were offered me.

·第七篇:When Love Beckons You 爱的召唤              When Love Beckons You

When love beckons to you, follow him, though his ways are hard and steep. And when his wings enfold you, yield to him, though the sword hidden among his pinions may wound you. And when he speaks to you, believe in him, though his voice may shatter your dreams as the north wind lays waste the garden.

For even as love crowns you so shall he crucify you. Even as he is for your growth so is he for your pruning. Even as he ascends to your height and caresses your tenderest branches that quiver in the sun, so shall he descend to our roots and shake them in their clinging to the earth.

But if, in your fear, you would seek only love’s peace and love’s pleasure, then it is better for you that you cover  your nakedness and pass out of love’s threshing-floor, into the seasonless world where you shall laugh, but not all of your laughter, and weep, but not all of your tears. Love gives naught but it self and takes naught but from itself. Love possesses not, nor would it be possessed, for love is sufficient unto love.

Love has no other desire but to fulfill itself. But if you love and must have desires, let these be your desires:

To melt and be like a running brook that sings its melody to the night.

To know the pain of too much tenderness.

To be wounded by your own understanding of love;

And to bleed willingly and joyfully.

To wake at dawn with a winged heart and give thanks for another day of loving;

To rest at the noon hour and meditate love’s ecstasy;

To return home at eventide with gratitude;

And then to sleep with a payer for the beloved in your heart and a song of praise upon your lips.

·第八篇:The Road to Success 成功之道                     

It is well that young men should begin at