唔係日更，係有嘢想講先寫。真實經歷，唔係教程。 Not daily. I write when I have something to say. Real experiences, not tutorials.
薄餅嘅皮係麵粉搓成嘅麵團，兩塊合埋一齊擀到薄，烙熟再撕開兩塊。餡係蝦仁、瘦豬肉、豆芽、豆干、菜脯絲同雞蛋條；由立夏先至食嘅風俗，到今日即點即送。Flour and water kneaded into a dough, two discs pressed together and rolled thin, baked, then split into two skins. Shrimp, pork, beansprouts, dried tofu, preserved radish, strips of omelette — a Lixia custom once, ordered like fast food now.
閱讀全文 →Read more →9.6元一條的AI探店視頻，800萬月流水，一天300-400條。報道把它講成「技術顛覆成本」，我覺得它是「信任工業化」——成本、市場、法律、生意，四本賬分開算，而執法還停在原地。On 26 October the Securities Times ran a front-page report: now that AI video generation has matured, a store visit no longer requires visiting the store.
閱讀全文 →Read more →兩份波蘭官方文件，一間十人唔夠嘅 IDC 公司，兩個政府資助嘅 AI 安全項目。我唔判佢好定唔好，只講方法：公開文件睇得到嘅係制度事實，睇唔到嘅係市場事實，中間嗰條縫就係要盯得最實嘅地方。Last week someone put two PDFs in front of me, both in Polish. One was headed Komisja Oceny, the review committee report; the other Certyfikat Ukończenia Projektu, the project completion certificate. On the first page was a company name I had never heard.
閱讀全文 →Read more →今日五條廣州、深圳創業資訊：咖啡產業AI化、跨境電商2.0、00後三次創業失敗靠AI選品翻盤、荔灣青春小店集章遊、新西蘭人落戶深圳。鄭哥點評：平台紅利散晒，落地能力同產品本身先係硬實力。Five items from Guangzhou and Shenzhen: AI in the coffee trade, cross-border e-commerce 2.0, a post-2000 founder rebuilt by AI sourcing, Liwan's youth shops, and a New Zealander who moved his company to Shenzhen.
閱讀全文 →Read more →開價三百幾，我還價200，對方應價仲包送貨，最終220蚊收低。拆到光秃秃、搬上樓、換幾個控制器車都唔動，最後係一個轉把。最貴嘅收穫唔係慳返幾多，係心裡有數。The idea came out of nowhere: buy an e-bike frame and rebuild it myself, one step at a time.
閱讀全文 →Read more →政策仲喺起草階段，未出台——呢句要擺喺最前。真正值得睇嘅係另一組數字：83% 中小企業話願意為 AI 付費，而一季度實際有支出嘅只有約 10%，中間隔住 70 個百分點。On 20 October the Ministry of Industry and Information Technology spoke at a press conference about a new generation of intelligent manufacturing, and said one thing that matters: the policy measures concerned are being studied and drafted. Drafted, not issued. I am putting that sentence first because plenty of the reposting this week has read it as a policy already in force.
閱讀全文 →Read more →「超九成大額實單都係水下閉環交易」——呢句係今日頭條一篇深圳B300市場分析講嘅，唔係我核實過嘅數字。我睇完，同意佢指嘅方向：公開報價同真實成交已經係兩件事。On 18 October I read a market analysis on Toutiao about Shenzhen's B300 business, headlined "Can't Make Sense of It: Shenzhen's B300 Market Is Badly Distorted, and Nine in Ten Real Deals Are Underwater." I read it twice.
閱讀全文 →Read more →「你想買咩」講成 "What thing wantchee"——清代十三行嘅「廣州英語」，靠一本《鬼話》小冊子，支撐起當時全世界最繁忙嘅商貿通道。由舉牌翻譯族到40克AI眼鏡，翻譯工具每變細一次，中國外貿就變大一次。"What do you want" became "What thing wantchee" — the Canton English of the Thirteen Factories ran the busiest trade route in the world on the back of one thin booklet. From the days of hand-held interpreter signs to a 40-gram pair of AI glasses, every time the tool got smaller, China's export business got bigger.
閱讀全文 →Read more →汕尾人打招呼，唔一定問「食咗未」，有時會問「今晚炒茶未？」——呢個「茶」，就係菜茶。People in Shanwei do not always greet you with "have you eaten yet". Sometimes they ask, "have you fried the tea tonight?" That "tea" is cai cha — vegetable tea.
閱讀全文 →Read more →第140屆廣交會第一期，10月15到19日，主題「先進製造」。展覽總面積52萬平方米，展位超過2.5萬個，參展企業超過1.2萬家。今屆第一次設立國際醫療服務專區。The first phase of the 140th Canton Fair ran from 15 to 19 October under the theme of advanced manufacturing: 520,000 square metres of exhibition space, more than 25,000 booths, more than 12,000 exhibitors. This year the fair set up an international medical services zone for the first time.
閱讀全文 →Read more →10月16日，廣交會堂。2026珠江國際貿易論壇，今年係廣交會創辦70周年——1957年到2026年，第140屆。台上坐咗五個人，台下坐滿展商同採購商。On 16 October, in the Canton Fair hall. The 2026 Pearl River International Trade Forum, in the year the fair turns seventy — 1957 to 2026, the 140th session. Five people on the stage, a room full of exhibitors and buyers below it.
閱讀全文 →Read more →10月18日，第140屆廣交會，服務機器人展區。一個13歲廣東女仔，李若熙，以 IP GUANGDONG 創作者嘅身份，受廣交會官方邀請，再一次入場。佢喺一個中國製AI眼鏡嘅展位，同一個西班牙客商傾咗五分鐘。On 18 October, at the 140th Canton Fair, in the service-robot hall. A 13-year-old girl from Guangdong, Li Ruoxi, is there as an IP GUANGDONG creator, invited by the fair itself, and it is not her first visit. She stops at a booth selling Chinese-made AI glasses and ends up talking with a Spanish buyer for five minutes.
閱讀全文 →Read more →呢排同幾個做算力硬件外銷嘅行家傾開，發現大家久唔久都會撞到同一款問題：貨有人要，錢有人畀，但個結構一擺上枱，就知過唔到關。Lately I have been comparing notes with a few people who sell compute hardware overseas, and the same problem keeps turning up: the goods are wanted, the money is offered, and then the structure lands on the table and you can see at a glance that it will not clear.
閱讀全文 →Read more →最近算力圈嘅行情一路衝高，B300 現貨價跟住上，單機報價就差唔多要突破 2000 萬呢個關口。Prices across the compute market have been climbing hard, and the spot price of the B300 has climbed with them. A single machine now sits just under the 20-million mark.
閱讀全文 →Read more →今日我一日做咗幾件事：GEO 工具揀邊個、獨立站點樣起、短視頻條腳本點寫，仲有部電腦跑唔跑得動 AI 換臉。Today I got several separate jobs done in one stretch: which GEO tool to use, how to stand up an independent site, how to write the short-video script, and whether my own machine can run an AI face swap at all.
閱讀全文 →Read more →今日講一個人：謝鵬雄，36歲，做過海外零售經理，年薪百萬。2025年6月，佢裸辭，一個人走去汕頭澄海做 TikTok Shop 全託管。Let me tell you about one person: Xie Pengxiong, 36, a former overseas retail manager earning a million a year. In June 2025 he quit outright and went to Chenghai in Shantou — where half the world's plastic toys are made — to sell on TikTok Shop under its full-managed model.
閱讀全文 →Read more →企業投入大量資源做 GEO，發咗大量內容，三個月後打開豆包、DeepSeek、元寶一搜，AI 依然唔推薦自己。Today I talked with the team from Qingteng Interactive about GEO — Generative Engine Optimization — the new brand marketing for the AI era.
閱讀全文 →Read more →2004年，一張烏干達客人的匯票到咗賬，我收錢、備貨、寄貨。兩三個月後銀行上門，話張票有問題，要我把錢退返。官司三審三年，我輸兩次。In 2004 a Ugandan client's bill of exchange cleared, so I took the money, bought the goods and shipped them. Two or three months later the bank came to the office and said the bill was bad: give the money back.
閱讀全文 →Read more →喺法國小鎮宵夜檔，鄭哥同肥叔傾偈，拆解五銀低價引流策略嘅真相。In a small French town, November 9th, I couldn't sleep, so I rode my bike out for a late-night snack.
閱讀全文 →Read more →芳綸重過 PC。所以芳綸殼輕，唔係因為材料輕，而係因為佢可以用三分一左右嘅厚度達到同樣剛度。Aramid is denser than polycarbonate. An aramid case is light because it needs a third of the thickness — not because the material is light.
閱讀全文 →Read more →想要包漿，就要冇膜；你唔可以又要防水防污，又要會養成。If you want patina, you can't have a plastic film. You cannot have both stain-proofing and patina.
閱讀全文 →Read more →決定手機受幾大力嘅唔係高度，係停止距離。由 1 毫米變 5 毫米，平均受力由大約 240 公斤力跌到大約 48 公斤力。It isn't the drop height that decides the force on your phone — it's the stopping distance. From 1 mm to 5 mm, the average force falls from about 240 kgf to about 48 kgf.
閱讀全文 →Read more →三大運營商正式進入AI變現時代，但單賣Token係辛苦錢，生態先至係核心價值。Three major operators enter AI monetization era. But selling Token alone is hard work money — ecosystem is core value.
閱讀全文 →Read more →對標 CASETiFY、Mous、PITAKA 的生意邏輯，加上意大利產業區、法國工匠遊學、德國 Meister、日本燕三條、韓國化妝品 ODM 與中國產業帶六種模式，講一個70後點睇呢門生意。最難唔係做生意，係選人。Benchmark economics for CASETiFY, Mous and PITAKA, plus six comparable craft models — Italian industrial districts, the Compagnons du Tour de France, the German Meister system, Tsubame, Korean cosmetics ODM and China's shared factories. The hardest part isn't the business, it's choosing the right person.
閱讀全文 →Read more →2026年10月4日，電信運營商推出AI-eSIM，試圖從「賣位元組」轉型「賣Token」。外銷老炮兒鄭哥點評這場運營商世紀轉型。Carriers launch AI-eSIM, attempting the shift from selling bytes to selling tokens. An export veteran's read on an industry-wide pivot.
閱讀全文 →Read more →OpenAI三個月內兩度暫停培訓、AI蠕蟲、沙盒逃逸、AI呃人——AI安全問題已經爆煲，佛羅里達州起訴標誌著監管正式介入，國產廠商趁機追上。Two training pauses in three months, AI worms, sandbox escapes: AI safety has boiled over, and Florida's lawsuit marks formal regulatory entry.
閱讀全文 →Read more →歐洲學者研究汕尾民系文化，廣東省非遺培訓班在汕尾舉行，潮汕文化點樣走向世界？鄭哥帶你探討。European scholars study Shanwei lineage culture; Guangdong's intangible-heritage training was held in Shanwei. How does Chaoshan culture reach the world?
閱讀全文 →Read more →AMD公佈史上第二大收購——82億美元收購李飛飛World Labs，鄭哥帶你睇清呢場AI晶片軍備競賽背後的大格局。AMD's second-largest acquisition ever: $8.2B for Fei-Fei Li's World Labs. What's really at stake in the AI chip arms race.
閱讀全文 →Read more →電子商務老炮兒阿強的故事：坐過監、破過產，35歲重新開始，半年內結婚買樓——命運與實力，邊個重要？The story of A-Qiang: prison, bankruptcy, a restart at 35 — married and a flat within half a year. Fate or ability?
閱讀全文 →Read more →京東十万卡、摩爾线程營收147%增長——但朋友話「買顯卡可能係接盤俠」，點解？JD's 100,000-card order and Moore Threads' 147% revenue growth — yet a friend warns buyers may be left holding the bag. Why?
閱讀全文 →Read more →Meta Muse令芯片廠暴漲、電商巨頭封殺、騰訊關停智能體——AI智能體商業化嘅三個結局，邊個最難？Three endings for AI agents: chip makers soaring, e-commerce giants blocking, Tencent shutting down. Which is hardest?
閱讀全文 →Read more →汕尾人鄭哥追溯1943年潮汕大饑荒：旱災、蝗災、日軍侵略、通貨膨脹，數十萬人死亡，大量潮汕人離鄉別井。呢個被遺忘的歷史，不該被忘記。Drought, locusts, invasion and inflation killed hundreds of thousands and drove many Chaoshan families abroad. A history that should not be forgotten.
閱讀全文 →Read more →AI圈一周大事：Claude Opus 5.5 benchmark稱霸、OpenAI安全醜聞、馬斯克144萬GPU、國產模型性價比之戰——外銷老炮兒鄭哥點評。Claude Opus 5.5 tops the benchmarks, OpenAI's safety scandal, Musk's 1.44M GPUs, and the domestic-model price-performance battle.
閱讀全文 →Read more →廣交會70周年：外銷老炮兒鄭哥點評中國第一展的數字、信用體系、AI工具與現場見面的不可替代。The numbers, the credit system, the AI tools — and why meeting in person remains irreplaceable.
閱讀全文 →Read more →DeepSeek 發表 DSec 論文，130人協作，梁文鋒最後署名。沙盒每秒創建 5000 個，RSI 閉環自我進化，行業競爭由模型轉向 Agent 基礎設施。DeepSeek's DSec paper, 130 collaborators, Liang Wenfeng's final signature. 5,000 sandboxes created per second — competition shifts from models to agent infrastructure.
閱讀全文 →Read more →鄭哥點評冰岛古树龙珠：方便係真方便，古樹係咪真古樹，要湯同葉底講了算，仲要源頭撐得起。含兩張實拍葉底與龍珠乾茶。Convenience is real. Whether the tree is genuinely ancient is for the liquor and the spent leaves to decide — and for the source to stand behind.
閱讀全文 →Read more →鄭哥 Hany 點評 Token中轉站：AI 時代的水貨檔，月流水千萬背後的價錢是什麼？涉及 Claude、API 灰產、正規軍、混亂地帶、無底線以及一魚兩吃的風險。Token relay stations — the grey market of the AI era. What price sits behind millions in monthly flow? Claude, API grey channels, and the risk of playing both sides.
閱讀全文 →Read more →建材市場老闆一句「很不好」，住建部 9月18日 發佈會早三日就俾咗答案：房地產進入存量時代，二手房佔比已破52%。A shopkeeper's "it's really bad" — and a ministry briefing three days earlier: property has entered the stock era, with second-hand homes past 52% of transactions.
閱讀全文 →Read more →鄭哥 Hany 喺深圳福田一日三件事：中午田貝食河粉、下午沙丘咖啡飲 espresso、傍晚行華強北賽格電子批發市場睇行業轉型。A day in Shenzhen's Futian: noon pho in Tianbei, an afternoon espresso at Dune Coffee, and an evening walk through the SEG electronics market to watch an industry transform.
閱讀全文 →Read more →北京日報推 GEO 服務、900 家信源聯盟 + 智譜合作。主流媒體第一次認真回答 AI 時代我憑什麼存在——答案唔係對抗 AI，而係成為 AI 答案入面嗰個「可信嘅信源」。Beijing Daily launches a GEO service with a 900-source alliance and a Zhipu partnership. The answer isn't fighting AI — it's becoming the trusted source inside AI answers.
閱讀全文 →Read more →2026 年香港 7 月商品出口按年升 50.7%，AI 電子產品成為最大引擎。一個 70 後外貿老兵，點睇呢場 AI 浪潮？Hong Kong's July 2026 exports rose 50.7% year on year, with AI electronics the biggest engine. A Gen-X trader's read on the wave.
閱讀全文 →Read more →2009 年廣州越秀江灣公司，鄭哥 Hany 與德國 KTL 客戶 Frank、Dick 合作的老人機項目回憶。從派駐員工駐廠兩三個月，到深圳陶總工廠四頻技術突破，再到首批 500K 訂單。Guangzhou, 2009: memories of the senior-phone project with German client KTL — staff stationed on site for months, the quad-band breakthrough in Shenzhen, and the first 500K order.
閱讀全文 →Read more →2026 中秋前夕，一盒廣州蓮蓉月餅寄到斯圖加特。17 年前德國客戶 Frank 派駐廣州兩三個月，500K 四頻老人機訂單。Frank 而家 72 歲，佢個仔 Lukas 接手 KTL，問我哋訂 100 盒月餅。訂單是一時嘅，信任是一輩子嘅。Mid-Autumn 2026 eve: a box of Cantonese lotus-paste mooncakes mailed to Stuttgart. Frank sent a staffer to our Guangzhou office for 2-3 months back in 2009; 500K quad-band senior-phone order. Frank is now 72, his son Lukas has taken over KTL and asked for 100 boxes. Orders are one-time; trust is for life.
閱讀全文 →Read more →豆包手機「轉正」：GUI 兜底、AI 辦公養家。9.5 個月從工程樣機到消費者版本（5999元起），SAEP 協議落地。70 後老炮兒三個機會：傳統行業加 GUI Agent、AI 辦公訂閱、AI 終端出海。Doubao's phone goes official: GUI fallback, AI office work. 9.5 months from prototype to retail (from ¥5,999), with the SAEP protocol shipped. Three openings: GUI agents in traditional industries, AI-office subscriptions, AI devices going global.
閱讀全文 →Read more →二代豆包手機銷售額「一秒破億」！9月16日努比亞 NaviX Ultra 開售，加上蘋果、華為嘅 AI 終端戰略——AI 手機大戰一觸即發。70 後老炮兒點睇呢場入口之爭？Second-gen Doubao phone hit ¥100M in one second. Nubia NaviX Ultra launched Sep 16. Apple and Huawei join — the AI phone war is on. A Gen-X trader's read.
閱讀全文 →Read more →Meta反击、国产崛起、安全争议。AI嘅权力从闭源巨头转向开源生态加中国力量。Meta fights back, China rises, safety enters the chat. AI power is shifting.
閱讀全文 →Read more →5+品牌、5+市场、15+账号？AI内容生产加SaaS分发加客户承接，系印度东南亚B端新机遇。5 brands, 5 markets, 15+ accounts. AI plus SaaS plus CRM is the new B2B formula.
閱讀全文 →Read more →装机跌61%，亏损104亿，连续11个季度亏损。短期避开制造端，中期睇储能加AI，识避风险比抓机会更重要。Installations down 61%, 10.4B losses. Avoid manufacturing short-term; storage plus AI is the mid-term play.
閱讀全文 →Read more →内存涨5到7倍，缺货讲到2028年。B300卖1450万嘅故事会继续，有货源同长约先系护城河。Memory prices up 5-7x, shortages to 2028. The 14.5M B300 story continues; supply and contracts are the moat.
閱讀全文 →Read more →一张航拍图，一边棚屋一边别墅。由1998年电子贸易讲起，产品变咗廿几年，由外置电池到手表手机，再到跨境电商同AI算力。One aerial photo, two worlds. From 1998 electronics trade to AI compute, the products changed but the mission stayed.
閱讀全文 →Read more →美国400万，国内1450万。多出嚟嘅一千万系买家自己加上去嘅。算力由成本变成营收，租赁同垂直应用先系大机会。400M in the US, 14.5M in China. Compute turned from cost into revenue; rental and vertical apps are the real play.
閱讀全文 →Read more →广州国际商业港首开区挂牌，不只是花都多了一个大项目。它背后是广州对“义乌模式”的正面回应，也是千年商都补服务链、抢外贸话语权的一场硬仗。The Guangzhou International Trade Port is more than a new project: it is Guangzhou's answer to Yiwu and a battle to rebuild its trade-service chain.
閱讀全文 →Read more →紫砂壶要养十年，AI一月迭代一次。能穿越时间嘅嘢先系真正价值。Teapots take a decade; AI iterates monthly. What survives time is true value.
閱讀全文 →Read more →一个促进流动，一个限制流动。货物可以走，人唔可以走。未来30年胜负关键就系流动。One promotes flow, one restricts it. Goods move, people cannot. Flow decides the next 30 years.
閱讀全文 →Read more →城巴仲喺度，但太子道已经唔同咗。编号就系承诺，连接就系价值。The bus remains, but the road has changed. Numbers are promises; connection is value.
閱讀全文 →Read more →外卖骑手半路冇电点算？呢件¥500嘅便携取电器，填补咗巨头服务唔到嘅空白。背后嘅市场逻辑同创业机会，值得深思。What happens when a delivery rider runs out of battery? This ¥500 portable charger fills the gap that giants can't serve.
閱讀全文 →Read more →20亿订单唔落单，买起间厂先至系真高手。2000万买，4000万卖，一年赚两倍。我格局太细。A 2-billion RMB order — but she bought the factory instead. Doubled her money in a year.
閱讀全文 →Read more →2008年10月，紐約時裝設計師Stephanie飛嚟廣州，要喺手錶手機鑲400粒鋯石做奢侈品。2000台、400萬，仲有我嗰晚喺辦公室猶豫嘅兩個鐘...In October 2008, NYC designer Stephanie flew to Guangzhou and asked for 400 zircons on a watch phone. 2000 units, 4 million RMB — and the two hours I sat hesitating in my office...
閱讀全文 →Read more →08、09年廣州外貿熱鬧，Fank從烏干達嚟搵工。佢唔啱做外貿，但係好老師。後來做咗廣州大學教授，一家人安居樂業...During Guangzhou's booming trade era, Fank came from Uganda looking for work. He wasn't cut out for trade, but he was a great teacher. Now he's a professor at a Guangzhou university...
閱讀全文 →Read more →2000幾年廣州小北，非洲女客手机被偷要我赔。我蝕底赔咗，点知佢后来做咗非洲总统嘅亲人。做生意唔好吓吓计到尽...In the 2000s at Guangzhou's Xiaobei, an African client's phones were stolen at her hotel. I took the loss and compensated her. Turns out her brother later became president...
閱讀全文 →Read more →你呃得一個，但呃唔到一條巷。你以为自己好醒，其實人哋只係未出手。You can fool one person, but not the whole neighborhood. You think you're clever, but others just haven't struck yet.
閱讀全文 →Read more →佢用5000蚊試勻全中國，睇邊個接得住。我識破之後，專登做慢做細做爛，同時關門改技術。佢玩"海選"，我玩"借種"...He used 5000 HKD to audition factories all over China. Once I saw through it, I deliberately botched the order while secretly developing my own version. He played "sea-selection", I played "borrowing seeds"...
閱讀全文 →Read more →嗰5000蚊買嘅唔止係專利，係成個行業嘅入場券。比Apple Watch早咗九年。That 5000 HKD bought more than a patent — it bought an industry entry ticket. Nine years before Apple Watch.
閱讀全文 →Read more →「寫文章同做生意一樣，最緊要真誠。我冇讀過寫作班，但我識得講真話。如果你覺得我嘅文章幫到你，歡迎轉發畀朋友。」"Writing is like doing business — authenticity matters most. I never took writing classes, but I know how to tell the truth. If my writing helps you, feel free to share it with friends."
有新文章我會放呢度，或者你可以直接WhatsApp我傾。New posts go here, or just WhatsApp me to chat.
聯繫鄭哥 →Contact Hany →