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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