疫情與股市 - 股票

By Ursula
at 2020-02-06T15:07
at 2020-02-06T15:07
Table of Contents
其實這波噴發很像是原本預期可能會非常嚴重
甚至比之前的SARS還要嚴重
但事實上後來恐慌過後 發現從後續感染的傳播 致死率等等都比之前預估的要輕微
就像是原本預計半身不遂 結果只有骨折 種種措施下配合市場的慶祝行情
很值得慶幸的是很多國家包括台灣 動作很快防堵陸客
把大部分的問題鎖在中國 沒有在其他的地方造成大恐慌影響經濟活動
日本比較慘 為了東奧不敢得罪 看起來疫情會比較難控制影響比較大
事後看那些整天抱怨管制陸客防疫影響經濟的人
你會很慶幸還好這國家的決策階層不是這種想法
身在業界還是覺得很不踏實 之前很多版友甚至報章雜誌提到的斷鍊問題
雖說不是不能解決 但說不會影響經濟表現是不可能的
一個產品幾百上千個零件 一個被卡到就不用出貨了
當初國巨能飆到天價就是這樣 沒人會願意讓電容那種小錢卡出貨
出幾倍都願意買
不知道這些交期的混亂到底後面會怎樣反應?
打帶跑或許是現在適合的做法
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Tags:
股票
All Comments

By Irma
at 2020-02-11T02:03
at 2020-02-11T02:03

By Hedwig
at 2020-02-14T18:37
at 2020-02-14T18:37

By Liam
at 2020-02-18T01:20
at 2020-02-18T01:20

By Skylar Davis
at 2020-02-22T08:08
at 2020-02-22T08:08

By Elma
at 2020-02-23T10:02
at 2020-02-23T10:02

By Ula
at 2020-02-26T02:16
at 2020-02-26T02:16

By Blanche
at 2020-02-29T11:43
at 2020-02-29T11:43
SARS嗎? 還在不嚴重勒

By Daph Bay
at 2020-03-03T21:25
at 2020-03-03T21:25

By David
at 2020-03-07T16:08
at 2020-03-07T16:08

By Lauren
at 2020-03-10T21:54
at 2020-03-10T21:54
股票繼續用印來的鈔票繼續買進

By Queena
at 2020-03-11T18:17
at 2020-03-11T18:17
沒法產能全開

By Edith
at 2020-03-13T23:04
at 2020-03-13T23:04

By Zora
at 2020-03-16T05:54
at 2020-03-16T05:54

By Ethan
at 2020-03-19T04:31
at 2020-03-19T04:31

By Catherine
at 2020-03-23T08:37
at 2020-03-23T08:37

By Hardy
at 2020-03-27T11:28
at 2020-03-27T11:28

By Leila
at 2020-03-30T04:39
at 2020-03-30T04:39

By Ivy
at 2020-04-01T12:57
at 2020-04-01T12:57

By Charlotte
at 2020-04-04T01:13
at 2020-04-04T01:13

By Emily
at 2020-04-08T10:00
at 2020-04-08T10:00

By Annie
at 2020-04-09T13:48
at 2020-04-09T13:48

By Ida
at 2020-04-13T04:07
at 2020-04-13T04:07

By Isla
at 2020-04-13T11:00
at 2020-04-13T11:00

By Suhail Hany
at 2020-04-16T21:58
at 2020-04-16T21:58

By Aaliyah
at 2020-04-20T13:29
at 2020-04-20T13:29

By David
at 2020-04-22T12:45
at 2020-04-22T12:45

By Ethan
at 2020-04-22T16:14
at 2020-04-22T16:14

By Thomas
at 2020-04-26T18:01
at 2020-04-26T18:01

By Sandy
at 2020-04-27T05:29
at 2020-04-27T05:29

By Rosalind
at 2020-04-27T21:10
at 2020-04-27T21:10

By Margaret
at 2020-04-28T10:12
at 2020-04-28T10:12

By Andy
at 2020-05-01T07:09
at 2020-05-01T07:09
少

By Lily
at 2020-05-04T12:28
at 2020-05-04T12:28
場這樣很誇張

By Elvira
at 2020-05-05T06:08
at 2020-05-05T06:08

By Victoria
at 2020-05-05T12:50
at 2020-05-05T12:50

By Catherine
at 2020-05-07T21:54
at 2020-05-07T21:54

By Kama
at 2020-05-12T03:47
at 2020-05-12T03:47

By Skylar Davis
at 2020-05-14T16:21
at 2020-05-14T16:21

By Enid
at 2020-05-19T13:27
at 2020-05-19T13:27

By Ophelia
at 2020-05-23T09:55
at 2020-05-23T09:55

By Victoria
at 2020-05-24T22:27
at 2020-05-24T22:27

By Kumar
at 2020-05-25T20:38
at 2020-05-25T20:38

By Necoo
at 2020-05-27T12:36
at 2020-05-27T12:36

By Elma
at 2020-05-31T05:59
at 2020-05-31T05:59
趁機趕快炒高價出貨坑散戶

By Michael
at 2020-05-31T23:47
at 2020-05-31T23:47

By Frederica
at 2020-06-03T23:38
at 2020-06-03T23:38

By Tom
at 2020-06-05T13:17
at 2020-06-05T13:17

By Bennie
at 2020-06-10T03:58
at 2020-06-10T03:58

By Annie
at 2020-06-11T12:47
at 2020-06-11T12:47

By William
at 2020-06-15T08:04
at 2020-06-15T08:04

By Brianna
at 2020-06-19T16:26
at 2020-06-19T16:26
個月庫存備貨,並且工廠端配置彈性人力加班,應該是
不會做不出來,加上材料端廠商,客戶交貨壓力下更會
願意提高庫存。被動元件當時是村田暫時將產線移往
中高端造成短缺而使國巨哄抬價格,不太能和這事比。
大公司基本上都能達到我所說的採購原則(我以往對應
的客戶在海外都是日本歐洲美國上市櫃),這次發生在

By Sandy
at 2020-06-21T09:30
at 2020-06-21T09:30
能就是規格升級及新品,先前市場不理性的恐慌,如果
營收只比預估低個位數百分點股價跌10多%,那現在的
反彈只是回補超跌的部分了,不確定因素排除就會回歸
基本面。

By Lauren
at 2020-06-23T10:54
at 2020-06-23T10:54
斷這是短期現象而且是淡季,又有庫存。除非開工或

By James
at 2020-06-27T10:53
at 2020-06-27T10:53
說是停工,原本產線就有留守的,還是持續,只是外界

By Ula
at 2020-07-02T03:49
at 2020-07-02T03:49
完全禁止進出或停止經濟活動。除非其他產區真的補不

By Ursula
at 2020-07-04T19:15
at 2020-07-04T19:15
而報價上揚。而且現在電商流行,只要物流沒斷,還是

By Connor
at 2020-07-06T21:23
at 2020-07-06T21:23

By Thomas
at 2020-07-09T03:46
at 2020-07-09T03:46

By Anthony
at 2020-07-10T21:15
at 2020-07-10T21:15

By Aaliyah
at 2020-07-12T15:26
at 2020-07-12T15:26
有利"的交期,然而月底有辦法的話,就會塞貨給你,
你不收,他就會說"你不要很多人搶",做業務的,當
時這樣塞了好多貨給別人(造口業)

By David
at 2020-07-16T01:55
at 2020-07-16T01:55
貨的量端看採購看市場的眼光。很多工廠開工或生產的
delay都是確定的,備貨當然多少有,問題是到處拉來
拉去,只要少一段製程或少一顆料就不用出,說這樣不
會有影響也太樂觀

By Franklin
at 2020-07-18T23:06
at 2020-07-18T23:06
慶祝這麼輕易就打爆中國了吧...貿易戰後續執行或談

By Brianna
at 2020-07-19T06:37
at 2020-07-19T06:37

By Ula
at 2020-07-22T01:39
at 2020-07-22T01:39

By Skylar Davis
at 2020-07-26T14:27
at 2020-07-26T14:27
數據出問題,不然猜測Fed應該不會跟進才是

By Queena
at 2020-07-31T02:25
at 2020-07-31T02:25
宜小東西的交期也可以造成放大很多倍的影響

By Caroline
at 2020-08-04T21:21
at 2020-08-04T21:21
次起碼也不預期像2015那樣大逃殺了...反正都快死透

By Puput
at 2020-08-06T21:52
at 2020-08-06T21:52

By Enid
at 2020-08-10T17:49
at 2020-08-10T17:49

By Wallis
at 2020-08-12T01:21
at 2020-08-12T01:21
到晚開會被釘,你敢不幫他備貨嗎? 在景氣反轉時會
看到客戶搶貨潮,在我看來是公司應變能力的問題,
素質及能力在這波就會看得出來,然而瓶蓋供應鏈這
些絕對是基本要求。

By Rachel
at 2020-08-13T09:35
at 2020-08-13T09:35

By Michael
at 2020-08-15T17:07
at 2020-08-15T17:07
蘋果之後供應鏈就會更分散了,有些應該會掉單甚至踢
出去...

By James
at 2020-08-16T01:58
at 2020-08-16T01:58
村田產線轉變的不正常漲價,和有計劃的備貨及產線
應變完全是不可一起相比。

By Cara
at 2020-08-17T18:38
at 2020-08-17T18:38
技都在美國手上,未來打到華為死掉或習跪下又是一波
十年大多頭,懂?

By Kumar
at 2020-08-21T11:27
at 2020-08-21T11:27
瘋了真的

By Andy
at 2020-08-25T15:58
at 2020-08-25T15:58

By Catherine
at 2020-08-29T09:45
at 2020-08-29T09:45
聲了,廢到有剩

By Ingrid
at 2020-09-03T07:50
at 2020-09-03T07:50

By Liam
at 2020-09-05T17:20
at 2020-09-05T17:20

By Frederic
at 2020-09-09T20:46
at 2020-09-09T20:46

By Mia
at 2020-09-10T21:15
at 2020-09-10T21:15

By Mason
at 2020-09-13T11:50
at 2020-09-13T11:50
封城封省,而今年其實製造業對中國的依賴度還是很高
,是怎麼可能沒影響.....也許只是還沒反應?

By Elma
at 2020-09-16T08:56
at 2020-09-16T08:56

By Hedy
at 2020-09-16T19:21
at 2020-09-16T19:21

By Heather
at 2020-09-19T05:58
at 2020-09-19T05:58

By Lydia
at 2020-09-23T22:06
at 2020-09-23T22:06

By Rebecca
at 2020-09-25T08:39
at 2020-09-25T08:39
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