中鋼盤價可望 連四漲 十年最旺 - 股票
By Eden
at 2018-05-26T09:07
at 2018-05-26T09:07
Table of Contents
中鋼就算未來幾年鋼價好,也很難大賺
因為之前政府對於PM2.5的問題無法有效解決
火力發電不可能廢,汽機車也不可能減少,一般中小企業工廠是金主也不能動
只好找中鋼開刀,聽說是要求中鋼的原料要改為室內料場
這個花下去起碼是幾百億,所以未來的獲利都得被吃掉很多
而且重點是:這個蓋下去台灣的PM2.5應該也不會改善多少,頂多一點點
因為PM2.5大宗來源應該跟燃燒後排放的化學物比較有關係
原料的顆粒應該都比較大,頂多可以改善PM10
(不然馬路上灰塵不也是汙染,馬路怎麼不加蓋?)
而且冬天紫爆常常都是從中部一帶開始,中鋼原料可以吹那麼遠?
反正中鋼的股東是幾百萬的全民,有人買單就好,誰會管這幾百億花的值不值得?
但是我的建議是中鋼這幾年最好不要長期投資,最近的股價也看得出來在走空
不過記得不要全部賣光,至少要留一股零股,因為中鋼的紀念品還不錯
有時拿去上網賣都可以買個300~500塊,物超所值
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