美國的前景又沒多好 別重壓吧 - 理財
By Jake
at 2022-06-04T11:14
at 2022-06-04T11:14
Table of Contents
第三是有問題的
台灣屬於晶片「製造」大國。
只有台積這個晶片「製造」目前是世界一流。
愛面子工程的台灣政府及民眾,
近兩年大吹捧台積電,
造成整體民眾活在粉紅泡泡中
加上現在歐美都在把晶片製造收回去自己做,
未來台灣的晶片製造業會被美歐日中夾殺,
如果沒有其他新產業上來,
台灣就一路衰敗下去了。
情況將比當初一堆廠商西進時還嚴重
※ 引述《whosman (whos)》之銘言:
: 我的看法不同 最近大家很熱門討論重壓美國與否
: 我是不會認為美國有多好的
: 第一 美股價格已經過度高估 大家都無腦認為美國好 那美股價格自然會超過他的價值
: 第二 我認為台股的前景比美國更好
: 台股本益比還在很低的位階 還有很大往上生長的空間
: 第三 未來是「運算」的時代 台灣的晶片需求會大幅成長 VR AR全部都需要先進製程
: 因此2010-2020我壓美國 2020-2030我會把資金回歸台灣
-----
Sent from JPTT on my iPhone
--
台灣屬於晶片「製造」大國。
只有台積這個晶片「製造」目前是世界一流。
愛面子工程的台灣政府及民眾,
近兩年大吹捧台積電,
造成整體民眾活在粉紅泡泡中
加上現在歐美都在把晶片製造收回去自己做,
未來台灣的晶片製造業會被美歐日中夾殺,
如果沒有其他新產業上來,
台灣就一路衰敗下去了。
情況將比當初一堆廠商西進時還嚴重
※ 引述《whosman (whos)》之銘言:
: 我的看法不同 最近大家很熱門討論重壓美國與否
: 我是不會認為美國有多好的
: 第一 美股價格已經過度高估 大家都無腦認為美國好 那美股價格自然會超過他的價值
: 第二 我認為台股的前景比美國更好
: 台股本益比還在很低的位階 還有很大往上生長的空間
: 第三 未來是「運算」的時代 台灣的晶片需求會大幅成長 VR AR全部都需要先進製程
: 因此2010-2020我壓美國 2020-2030我會把資金回歸台灣
-----
Sent from JPTT on my iPhone
--
Tags:
理財
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