怎麼鄉民的話跟別人的話都不一樣 - 股票
By William
at 2019-05-12T10:09
at 2019-05-12T10:09
Table of Contents
剛剛看了發文,10篇文章裡面,有9篇支持貿易戰把中國幹掉
看了推文,大概百分之80的鄉民,認為貿易戰台灣是短空長多
大概都是討論中國跟美國誰贏,中國會遭遇到怎樣衝擊等等
言論都跟我在報章雜誌看到的,有很大的不同呢
1:首先第一是對科技業有利
哲哲說,3250打下去,對於蘋果製造鏈,絕對是相當的大衝擊,
會影響到台灣科技業的毛利,毛利已經有夠低了,還怎樣打等等
3250打下去台灣科技業很慘
哲哲好歹也是119金融,有合格分析師的執照,並且打滾1 20年
同樣講差不多這些話的,貿易戰不利台灣的
中美貿易戰戰火延燒!魏哲家憂波及半導體產業
工研院產業科技國際策略發展所(IEKCQM)昨發布最新台灣製造業景氣展望,下修今年製
造業產值成長率1.63個百分點至1.58%,製造業4大業別預測值全數下修;受到美中貿易
戰干擾、中國結構加速調整及新興市場需求波動等因素影響,工具機產業產值恐年減5%
。
然後來台建廠,台積建廠就被環評卡了好幾年,就算建廠動土到製程測試完成
也是好幾年
總之看了一些工研院報導,分析師評論,經濟部下修數據(因為貿易戰)
好像沒鄉民說的短空長多,甚至對台灣出口有利等等
10個老闆有八個老闆,都是擔憂貿易戰的
大家都是投資股票的,其實中國就算被消滅了,好像也不重要
中美誰贏川普打得多慘 也是不重要
講真的如果中國美國經濟都強盛,大家股票上漲,才是最重要的
大家投資股票,最基本的是希望
所投資的該公司 營運昌隆 老闆賺大錢 股票上漲等
光是貿易戰遷廠至東南亞
台灣都是紡織業居多,連最基本的PCB都是少數
遷來台灣光是GG中科就被環評擋了好幾年,遷到東部更困難
可是貿易戰10個專家9個看雖
怎麼這裡的風向,跟工研院,金融分析師,經濟研究員
甚至跟台積電的風向都不同
還是這裡的鄉民 只要中國倒了 舔支的台商倒了 其他不重要好嗎?
--
看了推文,大概百分之80的鄉民,認為貿易戰台灣是短空長多
大概都是討論中國跟美國誰贏,中國會遭遇到怎樣衝擊等等
言論都跟我在報章雜誌看到的,有很大的不同呢
1:首先第一是對科技業有利
哲哲說,3250打下去,對於蘋果製造鏈,絕對是相當的大衝擊,
會影響到台灣科技業的毛利,毛利已經有夠低了,還怎樣打等等
3250打下去台灣科技業很慘
哲哲好歹也是119金融,有合格分析師的執照,並且打滾1 20年
同樣講差不多這些話的,貿易戰不利台灣的
中美貿易戰戰火延燒!魏哲家憂波及半導體產業
工研院產業科技國際策略發展所(IEKCQM)昨發布最新台灣製造業景氣展望,下修今年製
造業產值成長率1.63個百分點至1.58%,製造業4大業別預測值全數下修;受到美中貿易
戰干擾、中國結構加速調整及新興市場需求波動等因素影響,工具機產業產值恐年減5%
。
然後來台建廠,台積建廠就被環評卡了好幾年,就算建廠動土到製程測試完成
也是好幾年
總之看了一些工研院報導,分析師評論,經濟部下修數據(因為貿易戰)
好像沒鄉民說的短空長多,甚至對台灣出口有利等等
10個老闆有八個老闆,都是擔憂貿易戰的
大家都是投資股票的,其實中國就算被消滅了,好像也不重要
中美誰贏川普打得多慘 也是不重要
講真的如果中國美國經濟都強盛,大家股票上漲,才是最重要的
大家投資股票,最基本的是希望
所投資的該公司 營運昌隆 老闆賺大錢 股票上漲等
光是貿易戰遷廠至東南亞
台灣都是紡織業居多,連最基本的PCB都是少數
遷來台灣光是GG中科就被環評擋了好幾年,遷到東部更困難
可是貿易戰10個專家9個看雖
怎麼這裡的風向,跟工研院,金融分析師,經濟研究員
甚至跟台積電的風向都不同
還是這裡的鄉民 只要中國倒了 舔支的台商倒了 其他不重要好嗎?
--
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