台積電赴美設廠 業界:迫於政治壓力 預 - 股票
By Cara
at 2020-05-16T21:32
at 2020-05-16T21:32
Table of Contents
川普要的是美國先進半導技術與生產自給自足
有沒有覺得這跟中共砸大錢也積極想要半導體自給自足一模一樣?
根本完全一模一樣!
如果今天Intel沒有落到被台積電屌打,你想川普會來勒索台積電嗎?
以前看到三星、中蕊來挖角台灣技術人才
台積電登陸美國以後,你就會看到Intel、羅格方德來挖腳台積電美國廠的人才了
到時候條件再給張綠卡,我想沒有哪個台灣人才經得住這種誘惑的
雖然還不知道美國給了什麼獎勵內容
但純就股票的角度來看,就是利空
平均每年13億鎂的投資,會分化掉股東多少利潤?
這還不包含以後會不會再來勒索3奈米、2奈米、1奈米新廠
最後,外資近10個交易日賣了台積電11萬張(這種大事外資100%會提早有內線消息)
我想已經很清楚表明台積電美國廠是利多還是利空了吧
台灣的命脈就這麼被綁架走了,可憐哪~~
--
有沒有覺得這跟中共砸大錢也積極想要半導體自給自足一模一樣?
根本完全一模一樣!
如果今天Intel沒有落到被台積電屌打,你想川普會來勒索台積電嗎?
以前看到三星、中蕊來挖角台灣技術人才
台積電登陸美國以後,你就會看到Intel、羅格方德來挖腳台積電美國廠的人才了
到時候條件再給張綠卡,我想沒有哪個台灣人才經得住這種誘惑的
雖然還不知道美國給了什麼獎勵內容
但純就股票的角度來看,就是利空
平均每年13億鎂的投資,會分化掉股東多少利潤?
這還不包含以後會不會再來勒索3奈米、2奈米、1奈米新廠
最後,外資近10個交易日賣了台積電11萬張(這種大事外資100%會提早有內線消息)
我想已經很清楚表明台積電美國廠是利多還是利空了吧
台灣的命脈就這麼被綁架走了,可憐哪~~
--
Tags:
股票
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