政府投入巨資被唱衰 謝金河大讚這產業: - 股票
By Steve
at 2020-08-09T15:54
at 2020-08-09T15:54
Table of Contents
1.原文連結:
https://bit.ly/2CczZL9
2.原文內容:
〔即時新聞/綜合報導〕財信傳媒董事長謝金河今(8)日在臉書表示,離岸風力發電是
蔡總統在宣布非核家園後,政府投入數千億巨資全力發展的產業,雖然曾引來很多唱衰與
抨擊,但目前該政策已成蔡總統六大策略產業的核心產業,「這大家意想不到的產業,現
在在台灣正帶來意外驚喜的效果」。
「離岸風力發電夢想成真!」謝金河表示,從7月8日台積電宣布向沃旭簽下20年長約的
920MW電力供應長約後,沃旭能源股價飆漲,創下驚人漲幅,平常不太會去關心北歐丹麥
的股票市場,但這次疫情肆虐全球,丹麥股市從900.29大漲到1349.73,成為歐洲股市罕
見創新高的市場,原來是沃旭大漲的帶動,已搖身變成丹麥第二大市值企業,也是全球最
大離岸風力發電電力公司。
「丹麥股市大漲,丹麥的貨幣也持續升值走高,一家沃旭能源造成的效應和台積電對台灣
的影響力有點異曲同工,而且,居然是由台積電所牽動。」謝金河也提到,離岸風力發電
是蔡總統在宣布非核家園後,政府投入數千億巨資全力發展的產業,但引來很多唱衰的抨
擊,尤其是市場上的核電幫都認為那些遠道而來的外資機構都是詐騙集團。
謝金河強調,「如今台積電購電已經形成一個熱效應,而且,離岸風力發電也在台灣出現
巨體成果」。他舉例,像是與沃旭合作水下工程的世紀鋼,7月營收逾7億,前7月營收比
去年同期成長210.7%,生產鑄鐵的永冠,今年每月營收都創新高,上緯單月營收從2.09
到8.74億元,「可見離岸風力發電已成小英總統6大策略產業的核心產業」。
謝也提到,最近大家熱烈討論的一位染疫的比利時工程師,正是來台從事離岸風力發電的
技師,經常在高鐵台中站看到很多外國人上車,這當中有不少是從事離岸風力發電的工程
人員。「這個大家意想不到的產業,現在在台灣正帶來意外驚喜的效果」。
3.心得/評論:
世紀鋼星期五站上100
謝大師就來開示
在PTT過氣的離岸風電要起飛了嗎!?
--
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