缺水 還是 疫情 比較可能對產業有影響? - 股票

By Olive
at 2021-05-12T14:36
at 2021-05-12T14:36
Table of Contents
如果疫情繼續蔓延下去 每日確診超過100人 有可能進入第四級防疫層級
這代表的是 除了醫療院所 跟維持秩序公共服務的單位
其他全部要強制停班停課
這樣電子產業鏈 甚至全世界都會嚴重衝擊...
又現在缺水情形嚴重
很多水庫已經無法支持超過一個月的蓄水量
節水要拉高到15%以上 對於晶圓業真的很難做到
目前最大的兩隻黑天鵝 疫情與缺水
哪一隻最可能先影響到台灣電子業呢?
--
這代表的是 除了醫療院所 跟維持秩序公共服務的單位
其他全部要強制停班停課
這樣電子產業鏈 甚至全世界都會嚴重衝擊...
又現在缺水情形嚴重
很多水庫已經無法支持超過一個月的蓄水量
節水要拉高到15%以上 對於晶圓業真的很難做到
目前最大的兩隻黑天鵝 疫情與缺水
哪一隻最可能先影響到台灣電子業呢?
--
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