台股市值1.3兆美元已超越韓國 - 股票

By Wallis
at 2019-12-19T08:42
at 2019-12-19T08:42
Table of Contents
: 連台股市值都超越南韓了,台灣才2300萬人口,韓國5000萬人口,文在寅上任後,南韓好
: 像變弱雞,今年台灣經濟真的大勝韓國
請問一下這個結論怎麼得出來的?
先說GDP總額台灣會被人數輾壓沒問題
GDP per capita用IMF去年的數據
南韓: 31,346 vs. 台灣: 24,971
就算今年南韓倒退嚕台灣大爆發,也不太可能出現台灣超越韓國的情況出現
而短期內,我們也很難看到雙位數的CAGR成長率
我個人很討厭南韓啦 (大概知道電子業狀況的都不會對南韓有太多好感)
不過你說台灣經濟大勝南韓這種話你敢說我還不敢聽
韓國至少會慘到明年,這點應該毫無疑問
不過南韓除了電子業外,重工業、汽車業都不是吃素的好嗎?
台灣目前除了GG全面輾壓南韓以外,其他產業都是被單方面的輾壓
這幾年主要是面板、Dram新世代的東西還銜接不上 成熟產品的價格被中國廠玩爛
後年開始DDR5等規格會逐漸變成主流,面板OLED不意外也會成為新產品主力
然後那些傳產今年爛到可憐沒問題 (台灣傳產也是..你問問有多少放無薪假的)
問題是這些產業韓國也不是沒在進步,比起台灣的原地踏步他們野心可大了
現在台灣靠著TSMC輾壓起飛,然後你就以為台灣經濟都跟TSMC一樣強?
現在的榮景是因為TSMC強,根本不是那堆有的沒有的因素好嗎
實際上TSMC今年的強大在台灣YoY單季實質經濟成長率還沒發威
因為單季實質成長率是用去年的價格算的,7nm今年高單價大單還沒反映
但,還是重複前面那句話
TSMC強讓帶來的高潮讓太多人夜郎自大了.....看股市以為可以反射到整個經濟體
想太多
--
: 像變弱雞,今年台灣經濟真的大勝韓國
請問一下這個結論怎麼得出來的?
先說GDP總額台灣會被人數輾壓沒問題
GDP per capita用IMF去年的數據
南韓: 31,346 vs. 台灣: 24,971
就算今年南韓倒退嚕台灣大爆發,也不太可能出現台灣超越韓國的情況出現
而短期內,我們也很難看到雙位數的CAGR成長率
我個人很討厭南韓啦 (大概知道電子業狀況的都不會對南韓有太多好感)
不過你說台灣經濟大勝南韓這種話你敢說我還不敢聽
韓國至少會慘到明年,這點應該毫無疑問
不過南韓除了電子業外,重工業、汽車業都不是吃素的好嗎?
台灣目前除了GG全面輾壓南韓以外,其他產業都是被單方面的輾壓
這幾年主要是面板、Dram新世代的東西還銜接不上 成熟產品的價格被中國廠玩爛
後年開始DDR5等規格會逐漸變成主流,面板OLED不意外也會成為新產品主力
然後那些傳產今年爛到可憐沒問題 (台灣傳產也是..你問問有多少放無薪假的)
問題是這些產業韓國也不是沒在進步,比起台灣的原地踏步他們野心可大了
現在台灣靠著TSMC輾壓起飛,然後你就以為台灣經濟都跟TSMC一樣強?
現在的榮景是因為TSMC強,根本不是那堆有的沒有的因素好嗎
實際上TSMC今年的強大在台灣YoY單季實質經濟成長率還沒發威
因為單季實質成長率是用去年的價格算的,7nm今年高單價大單還沒反映
但,還是重複前面那句話
TSMC強讓帶來的高潮讓太多人夜郎自大了.....看股市以為可以反射到整個經濟體
想太多
--
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