大陸工廠停擺之連鎖反應 - 股票
By Joseph
at 2020-02-03T12:22
at 2020-02-03T12:22
Table of Contents
真正搞長期價值投資的,你是要看整個結構(機器、系統)有沒有產生長期不可逆的破壞
我的意思是,比如:
(1) 整個商業模式是否因此坍塌崩毀 不可修復
(2) 某些習慣是否因此徹底改變 就算在疫情控制住後 也不可逆轉
其中比較有可能的就幾種:
(1) 某些企業可能會撐不過去破產,這些企業有沒有重要到:沒有他就慘了?
(聽起來有點悖論,如果這個企業真的這麼重要,生存能力不至於這麼差)
(2) 某些地方的某些金融系統是否會壞到堪稱結構性的崩毀?
(例如2008年一度,但美國政府終究還是出手救了,結構最終還是沒壞)
左思右想真的好像都還好而已
就算這一兩年業績很慘,設備、知識、趨勢都還在
※ 引述《Kenver (Kenver)》之銘言:
: 大陸疫情持續升溫
: 我國與對岸貿易往來甚密
: 大陸工廠現階段大都停擺
: 牽連各大台商公司
: 請問這波產能停擺之連鎖效應:
: 1. 預計最終發酵期為各大企業能承受之期限?(我猜9個月)
: 2. 股市徹底反應期限為?(我猜4個月)
: 各位大師的看法是?
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