日韓貿易戰最終如何解? - 股票

By Jake
at 2019-07-24T22:44
at 2019-07-24T22:44
Table of Contents
其實還真看不出來 日韓貿易戰怎麼解?
日本半導體和美國比較沒競爭
三星等韓國公司 未來AI等應用都會跟美國大規模競爭
以經濟利益 似乎打給三星死對美國是有利的
加上和北韓關係不用透過南韓
實在看不出南韓有什麼籌碼拉美國幫忙
而日韓和美中差異點在
1. 日本雖然衰退 但GDP總量是韓國3倍 和美中比籌碼不對等
2. 經濟上 韓需要日關鍵零組件 日需要韓的有限
3. 政治上 文在寅民調已經快GG了 和中共不用選舉差很多
對安倍而言 GDP降0.2 但是日本極右派高潮 民調噴
對文在寅而言 GDP降2 極右派高不高潮先不說 經濟已經崩一波 民調也準備向下噴
而且日本硬不賠你業不能怎樣
怎麼看都是韓國單方面挨打
但麻煩的是 文的意識形態是仇日派
你有可能叫韓國瑜去跟日本道歉嗎?
還在經過韓國法院判決的結果 要吞下去
日本一堆產業被韓國打得半死
現在韓國剛好自己來挑釁
日本就一直掐住一直爽
文如果退讓 你就想像韓國瑜對深藍說 慰安婦歷史共業不要太計較
如果文繼續僵持 上面分析過了 籌碼差太多 安倍根本爽打韓國支持度還上升
中美還說中國採購量不弱 美國要顧個選舉 還有點會怕
這局怎麼看都韓單方面挨打 日本爽的很 根本沒退讓必要
最後會怎麼解?
--
日本半導體和美國比較沒競爭
三星等韓國公司 未來AI等應用都會跟美國大規模競爭
以經濟利益 似乎打給三星死對美國是有利的
加上和北韓關係不用透過南韓
實在看不出南韓有什麼籌碼拉美國幫忙
而日韓和美中差異點在
1. 日本雖然衰退 但GDP總量是韓國3倍 和美中比籌碼不對等
2. 經濟上 韓需要日關鍵零組件 日需要韓的有限
3. 政治上 文在寅民調已經快GG了 和中共不用選舉差很多
對安倍而言 GDP降0.2 但是日本極右派高潮 民調噴
對文在寅而言 GDP降2 極右派高不高潮先不說 經濟已經崩一波 民調也準備向下噴
而且日本硬不賠你業不能怎樣
怎麼看都是韓國單方面挨打
但麻煩的是 文的意識形態是仇日派
你有可能叫韓國瑜去跟日本道歉嗎?
還在經過韓國法院判決的結果 要吞下去
日本一堆產業被韓國打得半死
現在韓國剛好自己來挑釁
日本就一直掐住一直爽
文如果退讓 你就想像韓國瑜對深藍說 慰安婦歷史共業不要太計較
如果文繼續僵持 上面分析過了 籌碼差太多 安倍根本爽打韓國支持度還上升
中美還說中國採購量不弱 美國要顧個選舉 還有點會怕
這局怎麼看都韓單方面挨打 日本爽的很 根本沒退讓必要
最後會怎麼解?
--
Tags:
股票
All Comments

By Rachel
at 2019-07-28T08:48
at 2019-07-28T08:48

By Belly
at 2019-08-01T05:08
at 2019-08-01T05:08

By Doris
at 2019-08-02T06:25
at 2019-08-02T06:25

By Daph Bay
at 2019-08-04T19:34
at 2019-08-04T19:34

By Annie
at 2019-08-07T18:30
at 2019-08-07T18:30

By Rebecca
at 2019-08-08T20:49
at 2019-08-08T20:49

By Necoo
at 2019-08-09T14:47
at 2019-08-09T14:47

By Gilbert
at 2019-08-12T10:42
at 2019-08-12T10:42

By Noah
at 2019-08-13T00:17
at 2019-08-13T00:17

By Franklin
at 2019-08-15T17:23
at 2019-08-15T17:23

By Odelette
at 2019-08-17T23:48
at 2019-08-17T23:48

By Carolina Franco
at 2019-08-18T10:40
at 2019-08-18T10:40

By Jacky
at 2019-08-20T12:03
at 2019-08-20T12:03

By Vanessa
at 2019-08-23T16:39
at 2019-08-23T16:39

By Odelette
at 2019-08-25T20:02
at 2019-08-25T20:02

By Yuri
at 2019-08-26T17:02
at 2019-08-26T17:02

By Isla
at 2019-08-30T16:39
at 2019-08-30T16:39

By Queena
at 2019-09-02T18:37
at 2019-09-02T18:37

By Hardy
at 2019-09-03T00:30
at 2019-09-03T00:30

By Kyle
at 2019-09-05T07:33
at 2019-09-05T07:33

By Dorothy
at 2019-09-10T04:08
at 2019-09-10T04:08

By Caitlin
at 2019-09-13T18:26
at 2019-09-13T18:26

By Xanthe
at 2019-09-17T22:12
at 2019-09-17T22:12

By Agatha
at 2019-09-17T23:45
at 2019-09-17T23:45

By Eden
at 2019-09-21T20:18
at 2019-09-21T20:18

By Ethan
at 2019-09-25T14:23
at 2019-09-25T14:23

By Agnes
at 2019-09-28T00:37
at 2019-09-28T00:37

By Xanthe
at 2019-10-02T10:04
at 2019-10-02T10:04

By Thomas
at 2019-10-05T08:44
at 2019-10-05T08:44

By Selena
at 2019-10-08T16:42
at 2019-10-08T16:42

By Poppy
at 2019-10-11T07:22
at 2019-10-11T07:22

By Connor
at 2019-10-13T10:46
at 2019-10-13T10:46

By Leila
at 2019-10-18T03:10
at 2019-10-18T03:10

By Tristan Cohan
at 2019-10-19T06:08
at 2019-10-19T06:08

By Eartha
at 2019-10-20T04:56
at 2019-10-20T04:56

By John
at 2019-10-23T15:54
at 2019-10-23T15:54

By Eartha
at 2019-10-27T15:44
at 2019-10-27T15:44

By Kyle
at 2019-10-29T17:14
at 2019-10-29T17:14

By Audriana
at 2019-11-02T13:15
at 2019-11-02T13:15

By Jessica
at 2019-11-03T16:53
at 2019-11-03T16:53

By Wallis
at 2019-11-04T10:27
at 2019-11-04T10:27

By Frederica
at 2019-11-07T02:46
at 2019-11-07T02:46

By Michael
at 2019-11-08T20:01
at 2019-11-08T20:01

By Dinah
at 2019-11-13T15:58
at 2019-11-13T15:58

By Gary
at 2019-11-17T05:01
at 2019-11-17T05:01

By Lydia
at 2019-11-22T00:32
at 2019-11-22T00:32

By Heather
at 2019-11-23T13:30
at 2019-11-23T13:30

By Susan
at 2019-11-26T22:10
at 2019-11-26T22:10

By Belly
at 2019-11-28T13:15
at 2019-11-28T13:15

By Jacky
at 2019-12-01T22:16
at 2019-12-01T22:16

By Skylar DavisLinda
at 2019-12-05T13:25
at 2019-12-05T13:25

By Suhail Hany
at 2019-12-08T13:52
at 2019-12-08T13:52

By Lily
at 2019-12-11T01:31
at 2019-12-11T01:31

By Jacob
at 2019-12-11T13:24
at 2019-12-11T13:24

By Agnes
at 2019-12-14T21:19
at 2019-12-14T21:19

By Carolina Franco
at 2019-12-17T08:40
at 2019-12-17T08:40

By William
at 2019-12-21T23:11
at 2019-12-21T23:11

By Enid
at 2019-12-23T14:41
at 2019-12-23T14:41

By Oliver
at 2019-12-26T04:06
at 2019-12-26T04:06

By Steve
at 2019-12-30T08:45
at 2019-12-30T08:45

By Poppy
at 2019-12-31T23:59
at 2019-12-31T23:59

By Dora
at 2020-01-04T17:20
at 2020-01-04T17:20

By Gary
at 2020-01-09T06:12
at 2020-01-09T06:12

By Cara
at 2020-01-09T07:14
at 2020-01-09T07:14

By Rachel
at 2020-01-13T12:26
at 2020-01-13T12:26

By Zora
at 2020-01-14T03:14
at 2020-01-14T03:14

By Zanna
at 2020-01-17T06:38
at 2020-01-17T06:38

By Daph Bay
at 2020-01-21T03:38
at 2020-01-21T03:38

By Jake
at 2020-01-23T02:52
at 2020-01-23T02:52

By Faithe
at 2020-01-24T13:53
at 2020-01-24T13:53

By Andy
at 2020-01-26T00:48
at 2020-01-26T00:48

By Donna
at 2020-01-29T23:55
at 2020-01-29T23:55

By Rebecca
at 2020-01-30T13:40
at 2020-01-30T13:40

By Joe
at 2020-01-30T21:41
at 2020-01-30T21:41

By Lydia
at 2020-02-04T11:49
at 2020-02-04T11:49

By Audriana
at 2020-02-07T11:27
at 2020-02-07T11:27

By Xanthe
at 2020-02-08T07:18
at 2020-02-08T07:18

By Ula
at 2020-02-11T23:32
at 2020-02-11T23:32

By Odelette
at 2020-02-13T09:26
at 2020-02-13T09:26

By Ursula
at 2020-02-14T20:34
at 2020-02-14T20:34

By Necoo
at 2020-02-17T23:38
at 2020-02-17T23:38

By Delia
at 2020-02-22T09:26
at 2020-02-22T09:26

By David
at 2020-02-24T00:12
at 2020-02-24T00:12

By Mia
at 2020-02-24T01:23
at 2020-02-24T01:23

By Yedda
at 2020-02-26T00:38
at 2020-02-26T00:38

By Heather
at 2020-03-01T12:26
at 2020-03-01T12:26

By Megan
at 2020-03-02T21:18
at 2020-03-02T21:18

By Elma
at 2020-03-04T04:01
at 2020-03-04T04:01

By Delia
at 2020-03-08T18:36
at 2020-03-08T18:36

By David
at 2020-03-12T18:45
at 2020-03-12T18:45

By Kristin
at 2020-03-15T08:33
at 2020-03-15T08:33

By Delia
at 2020-03-18T01:26
at 2020-03-18T01:26

By Bethany
at 2020-03-21T13:33
at 2020-03-21T13:33

By Cara
at 2020-03-22T06:35
at 2020-03-22T06:35

By Hazel
at 2020-03-24T06:46
at 2020-03-24T06:46

By Puput
at 2020-03-27T05:10
at 2020-03-27T05:10

By Zora
at 2020-03-28T20:41
at 2020-03-28T20:41

By Hedda
at 2020-04-01T03:55
at 2020-04-01T03:55

By Steve
at 2020-04-04T10:07
at 2020-04-04T10:07

By Hamiltion
at 2020-04-07T20:36
at 2020-04-07T20:36

By Steve
at 2020-04-07T22:47
at 2020-04-07T22:47

By Hedy
at 2020-04-09T20:46
at 2020-04-09T20:46

By Barb Cronin
at 2020-04-13T23:21
at 2020-04-13T23:21

By Olivia
at 2020-04-15T16:16
at 2020-04-15T16:16

By Regina
at 2020-04-18T12:53
at 2020-04-18T12:53

By Donna
at 2020-04-22T18:13
at 2020-04-22T18:13

By Kelly
at 2020-04-25T22:24
at 2020-04-25T22:24

By Tracy
at 2020-04-30T20:03
at 2020-04-30T20:03

By Agatha
at 2020-05-04T17:13
at 2020-05-04T17:13

By Cara
at 2020-05-09T05:39
at 2020-05-09T05:39

By Harry
at 2020-05-12T15:12
at 2020-05-12T15:12

By Jessica
at 2020-05-17T03:09
at 2020-05-17T03:09

By Yuri
at 2020-05-19T08:03
at 2020-05-19T08:03

By Queena
at 2020-05-22T08:57
at 2020-05-22T08:57

By Donna
at 2020-05-24T23:31
at 2020-05-24T23:31

By Callum
at 2020-05-27T14:24
at 2020-05-27T14:24

By Odelette
at 2020-05-30T23:02
at 2020-05-30T23:02

By Megan
at 2020-05-31T15:11
at 2020-05-31T15:11

By Kristin
at 2020-06-02T03:11
at 2020-06-02T03:11

By Faithe
at 2020-06-03T08:56
at 2020-06-03T08:56

By Jessica
at 2020-06-06T11:45
at 2020-06-06T11:45

By Edith
at 2020-06-07T16:31
at 2020-06-07T16:31

By Charlotte
at 2020-06-12T04:20
at 2020-06-12T04:20

By Daniel
at 2020-06-12T17:20
at 2020-06-12T17:20

By Donna
at 2020-06-14T02:03
at 2020-06-14T02:03

By Rosalind
at 2020-06-15T20:02
at 2020-06-15T20:02

By Sandy
at 2020-06-18T14:26
at 2020-06-18T14:26

By Caroline
at 2020-06-22T00:05
at 2020-06-22T00:05

By William
at 2020-06-23T07:14
at 2020-06-23T07:14

By Annie
at 2020-06-25T21:27
at 2020-06-25T21:27

By Linda
at 2020-06-26T15:58
at 2020-06-26T15:58

By Isabella
at 2020-06-30T01:26
at 2020-06-30T01:26

By Faithe
at 2020-06-30T21:45
at 2020-06-30T21:45

By Hamiltion
at 2020-07-03T02:22
at 2020-07-03T02:22

By Yuri
at 2020-07-07T12:50
at 2020-07-07T12:50

By Andy
at 2020-07-07T19:13
at 2020-07-07T19:13

By Elvira
at 2020-07-11T01:59
at 2020-07-11T01:59

By Thomas
at 2020-07-13T08:38
at 2020-07-13T08:38

By Elma
at 2020-07-14T16:02
at 2020-07-14T16:02

By Odelette
at 2020-07-15T17:36
at 2020-07-15T17:36

By Emma
at 2020-07-16T04:39
at 2020-07-16T04:39

By Noah
at 2020-07-18T10:13
at 2020-07-18T10:13

By Vanessa
at 2020-07-20T09:54
at 2020-07-20T09:54

By Michael
at 2020-07-23T23:54
at 2020-07-23T23:54

By Charlie
at 2020-07-28T07:39
at 2020-07-28T07:39

By Ula
at 2020-07-28T22:41
at 2020-07-28T22:41

By Caitlin
at 2020-07-31T09:59
at 2020-07-31T09:59

By Jacky
at 2020-08-02T08:47
at 2020-08-02T08:47

By Elizabeth
at 2020-08-03T05:15
at 2020-08-03T05:15

By James
at 2020-08-04T11:07
at 2020-08-04T11:07

By Tracy
at 2020-08-07T21:25
at 2020-08-07T21:25

By Jacob
at 2020-08-08T05:01
at 2020-08-08T05:01

By Iris
at 2020-08-12T21:16
at 2020-08-12T21:16

By Hardy
at 2020-08-14T17:33
at 2020-08-14T17:33

By Hedda
at 2020-08-18T06:41
at 2020-08-18T06:41

By Joseph
at 2020-08-19T14:10
at 2020-08-19T14:10

By Jacky
at 2020-08-20T07:37
at 2020-08-20T07:37

By Todd Johnson
at 2020-08-24T14:32
at 2020-08-24T14:32

By Rosalind
at 2020-08-25T17:25
at 2020-08-25T17:25

By Zora
at 2020-08-27T21:07
at 2020-08-27T21:07

By Poppy
at 2020-09-01T15:43
at 2020-09-01T15:43

By Megan
at 2020-09-02T12:01
at 2020-09-02T12:01

By Edward Lewis
at 2020-09-06T06:32
at 2020-09-06T06:32
Related Posts
台嘉碩 3221

By Connor
at 2019-07-24T22:38
at 2019-07-24T22:38
聯電 多

By Heather
at 2019-07-24T22:08
at 2019-07-24T22:08
2367燿華 2337旺宏 多

By Skylar Davis
at 2019-07-24T21:36
at 2019-07-24T21:36
《業績-半導體》鑫龍騰4月營收為0.83億

By Rosalind
at 2019-07-24T21:34
at 2019-07-24T21:34
請教年化報酬率6%的由來?

By Andrew
at 2019-07-24T21:15
at 2019-07-24T21:15