无间道三
分类: 特搜战队刑事连者

一 | The August 15, 2021 fall of Kabul shocked the world, signaling the collapse of the West’s 20-year-long, multi-trillion-dollar nation-building experiment in Afghanistan in a single day.,Less than two weeks before the cataclysm, US and Afghan officials issued statement after statement expressing confidence in the Afghan military’s ability to fight on without American support on the ground.,“[The Afghan Army has] got greater numbers, they’ve got an air force, and, oh by the way, their air force is also flying…This is not an incompetent air force – they know how to fight from the air and they are. They have modern weaponry. They have military organizational ability as well as 20 years of training in the field by – not just the United States but our NATO and Allied partners. So they have a lot of advantages. It’s really just now about using those advantages,” Pentagon spokesman John Kirby told reporters in Washington on August 11, less than 100 hours before Kabul’s collapse.,In the chaotic few days that followed, Afghan Air Force personnel wound up flying nearly 50 helicopters and fixed-wing aircraft out of the country to neighboring Uzbekistan.,What happened? How did the US and NATO’s orderly withdrawal – which began in May 2021 amid fears that the Taliban would attack Western forces if they didn’t stick to the terms of the 2020 Trump-Taliban Doha peace deal, turn into such a humiliating and disorganized rout?,Paper Tiger vs Shoeless Army,On paper, the Afghan government and army seemed prepared for a years-long slog, similar to the one put up by the Soviet-backed Democratic Republic of Afghanistan, which managed to hold out against the Mujahedeen independently between 1989 and early 1992, even as the jihadists received billions in arms and cash from the CIA, Saudi and Egyptian intelligence, Pakistan and China. By comparison, the NATO-backed Afghan Army had serious problems with foreign support for the Taliban, with the insurgent group’s only major foreign backer consisting of Pakistan’s Inter-Services Intelligence.,The Afghan military boasted a total size of some 300,000 personnel – the 16th largest army in the world, along with an impressive array of $85 billion in US-gifted weaponry, including tens of millions of guns, grenades and rocket launchers, 8,500 Humvees, hundreds of armored personnel carriers, infantry fighting vehicles, tanks, mine-resistant ambush protected vehicles, and thousands of heavy and light trucks.,The Air Force’s inventory included more than two hundred Russian and US-made attack and utility helicopters, dozens of transport planes, and close to 30 Cessna 208 and A-29 Super Tucano ground attack and COIN jets.,US 'Lost Track' of Afghan War Aims, Says Retired Marine General12 August, 17:00 GMT,Facing off against them were the Taliban: a rag-tag group of militants whose core fighting force was estimated to consist of about 60,000 fighters, some of them shoeless, no air force, and limited mobility due to their adversary’s total air superiority and control of fuel.,Behind the scenes, a sprinkling of media reports and testimonies from Afghan soldiers and officials told a sobering story previewing the coming disaster, discussing the widespread disillusionment, demoralization and corruption centered around military and police structures based more on patronage, personal power and enrichment than competence and aptitude.,“There is no motivation for the army to fight for the corrupt government and corrupt politicians here,” Ahmad Wali Massoud, Afghanistan’s former envoy to the UK, told the Wall Street Journal on August 10, a few days before Kabul’s collapse.,“They are not fighting for [then-Afghan President Ashraf] Ghani. They haven’t even been fed properly. Why should they fight? For what? They are better off with the Taliban, which is why they are switching sides like that,” Massoud explained.,US Military Vehicles Falling Into Taliban Hands at Alarming Rate, Report Finds3 July 2021, 15:14 GMT,Ghani himself would end up fleeing the country as Kabul fell, with his entourage reportedly carrying so much money in suitcases from the state coffers that he had to leave some of it behind. Ghani has categorically dismissed these reports and denied allegations besmirching his good name.,John Sopko, the US inspector general for Afghanistan, warned Congress in March 2021 about the state of the Afghan’s military’s demoralization, admitting that “endemic corruption” was a threat, and that it was “fueling” the insurgency and giving the Taliban the means to gain public support.,Another problem, according to a May 2021 report by the Associated Press, was lack of professionalism. Attiqullah Amarkhiel, a former Afghan Army major general, told the news agency that while the Moscow-allied Afghan Army of 1989 consisted of about 150,000 high school educated troops. By contrast, he said, the NATO-trained crack troops of the Western-backed Afghan government had just six-to-eight weeks of basic training, with most recruits uneducated and/or allied to warlords.,“Then we had quality. Today we have quantity,” Amarkhiel said.,Blitzkrieg,This demoralization and corruption, combined with what The Intelligencer characterized as an institutionally built-in deep overdependence on US coalition support, culminated in the events of early-mid-August 2021.,By mid-July of that year, the Taliban was able to take advantage of coalition forces’ withdrawal by establishing control over large swathes of the Afghan countryside. However, no major cities and none of the country’s 34 provincial capitals were under the group’s control at the time. Throughout its two-decade insurgency campaign, the Taliban only launched one major strategic offensive against a government-controlled city – striking Kandahar in May 2011 before retreating back into the countryside.,Fast forward a decade, and the militant group would finally cast off their inhibitions about offensives cities.,On August 6, the militants captured Zaranj, capital of the southern province of Nimruz near the border with Iran, in a lightning attack, with government forces putting up light resistance and local bureaucrats fleeing the city.,A day later, the militants captured Sheberghan, capital of Jawzjan province, after heavy fighting. On August 8, Sar-e-Pul, Kunduz and Taluqan, three provincial capitals in the north of the country, fell, followed by Aybak in the northern Samangan province on August 9.,August 10 witnessed the collapse of Farah in the west and Pul-e-Khumri in Afghanistan’s center. A day later, Faizabad, capital of the northeastern province of Badakhshan also fell.,Animation showing Taliban's inexorable march towards Kabul. “The problem with the army was not lack of training or weapons. The most important thing in war is politics”Read @AmyKazmin @KatrinaManson and @b_parkyn's story on why the Afghan army foldedhttps://t.co/bjjJdPp15J pic.twitter.com/Ll6JrHQWLH— Steven Bernard (@sdbernard) August 15, 2021,August 12-13 would become the darkest days for the Afghan army and government up to that point, with the cities of Ghazni, Herat, Kandahar, Lashkar Gah, Qala-e-Naw, Feruz Koh, Pul-e-Alam, Terenkot and Qalat falling to the Taliban in the space of 48 hours. On August 14, the strategic northern city of Mazar-i-Sharif fell.,Finally, on August 15, 2021, Kabul and the eastern city of Jalalabad collapsed – falling, awkwardly, while tens of thousands of coalition troops, contractors, diplomats, Afghan puppet administration assistance and Western intelligence agents were still in the country.,© AP Photo / Rahmat GulA U.S. Chinook helicopter flies over the city of Kabul, Afghanistan, Sunday, Aug. 15, 2021. Taliban fighters entered the outskirts of the Afghan capital on Sunday, further tightening their grip on the country as panicked workers fled government offices and helicopters landed at the U.S. Embassy.A U.S. Chinook helicopter flies over the city of Kabul, Afghanistan, Sunday, Aug. 15, 2021. Taliban fighters entered the outskirts of the Afghan capital on Sunday, further tightening their grip on the country as panicked workers fled government offices and helicopters landed at the U.S. Embassy.© AP Photo / Rahmat Gul,In a post-op analysis of the events, General Yasin Zia, the former chief of staff of the Afghan army, estimated that some 4,000 security forces troops were killed, and 1,000 more gone missing, in the deadly weeks between July 1 and August 15, 2021 – with that figure representing about one half of the average of 8,000 Afghan security personnel killed each year over the previous five years.,Zia estimated that in total, some 92,000 members of the Afghan security forces died in the line of duty since 2001. Up to 100,000 Afghan civilians, tens of thousands of Taliban fighters, over 3,500 US and coalition troops, and 4,000+ Western mercenaries also perished.,* An organization under UN sanctions for terrorist activities.。

二 | 据媒体最新报道,韩国存储芯片巨头SK海力士的工会成员周二投票否决了一项经过两个月谈判达成的初步薪资协议,超过50%的投票者投出反对票。
据悉,在参与投票的15045名员工中,有50.08%的人反对该协议。赞成票和反对票之间的差距仅为25票。 SK海力士管理层与工会预计将恢复谈判,后续讨论的重点很可能围绕绩效奖金支付制度展开,而这正是劳资双方的核心分歧点所在。

三 | 不少员工反对超过一半的奖金以股票形式发放,因为他们对SK海力士股价的波动性感到担忧。该股6月曾在AI热潮的推动下创下历史新高,但随后因市场担忧AI巨额投入可能无法获得相应回报而大幅回调。 上周,SK海力士与其工会就2026年度薪资及集体谈判达成初步协议。这项协议包括6.3%的薪资增长,以及对SK海力士利润分享奖金计划的调整:其中40%的奖金以现金形式发放,60%以公司股份形式发放,而此前为全部由现金支付。 在该初步协议下,奖金总额的40%将在当年以现金形式发放;其余60%以公司股票形式发放,其中占总奖金40%的股票可在当年自由变现,剩余20%的股票则递延发放。 去年,SK海力士劳资双方约定取消利润分红上限,规定每年提取营业利润的10%作为奖金池,并设定为80%当年现金支付、20%递延两年以现金支付的发放机制。 作为全球第二大存储芯片制造商,SK海力士正凭借人工智能应用对高带宽存储器(HBM)芯片的旺盛需求持续获得丰厚利润。随着利润暴涨,SK海力士员工希望获得更高的奖金,股东则期待分红、回购等资本回报。 SK海力士上周宣布,其董事会已批准一项决议,拟回购并注销价值40万亿韩元(约合283亿美元)的股票。此举旨在将公司凭借AI浪潮所获得的丰厚收益回馈给投资者。 周二,SK海力士股价大跌,截至发稿,下跌4.55%,报1595000韩元,盘中跌幅一度接近7%。
美国芯片股抛售潮也波及了韩国芯片股。截至发稿,三星电子股价下跌约2%。

四 | 由于英伟达财报发布前市场谨慎情绪升温,隔夜美股市场,美光科技和闪迪等芯片厂商股价暴跌。

五 |
(文章来源:财联社)。
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