股票 - 股票
By Puput
at 2017-09-27T08:04
at 2017-09-27T08:04
Table of Contents
http://www.chinatimes.com/realtimenews/20170926002344-260410
看HTC、谷歌聯姻 創投老總嘆:台灣人真便宜 沒見過大錢
宏達電上周宣布與谷歌(Google)簽署合作協議,谷歌以11億美元(約新台幣330億元)
買下參與打造Pixel的團隊及手機專利授權,將有2000名員工轉職。藍濤亞洲總裁黃齊元
在商業周刊撰文談這項合作案時,不禁感嘆「台灣人真的太cheap了」。
「如果和全球行情相比,我們覺得惋惜!」黃齊元舉例,2011年,谷歌以124億美元併購
摩托羅拉移動,3年後以29億美元賣給聯想,錢就像丟在水裡一樣。相較之下,和谷歌未
來人工智慧硬體裝置前途息息相關的HTC研發團隊卻只值11億美元,「只能說台灣人太便
宜了」。
「台灣人沒有見過大錢,覺得11億美元就很好了」,黃齊元表示,若再與其他數字比較,
上周新加坡主權基金淡馬錫結合其他國際投資者,投資台灣電動車Gogoro 3億美元,假設
占股30%,Gogoro的隱含估值約10億美元,換言之,這是台灣第一家新創企業獨角獸(
Unicorn),但這和宏達電2000人團隊的價值應該相等嗎?
黃齊元說,假如成立不過數年的台灣Gogoro值10億美元,那麼能協助谷歌打仗的2000名斯
巴達戰士至少應有3倍的價值。由此可以得到一個結論,就是「新經濟比傳統經濟值錢、
軟體比硬體值錢、外國比台灣值錢」。手機產業如果沒有和軟體及AI結合,只能算傳統經
濟硬體行業,價值不高,這正是整個台灣產業的問題。
(中時電子報)
評論:
1. 台灣人真可憐,沒見過大錢
2. 台灣產業如果還是一樣只會做簡單代工,員工永遠只會領低薪
3. 連歪國人都知道Gogoro,屬於新經濟的Gogoro概念股要起飛了
--
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