美國近來的作為 - 股票

By Doris
at 2018-08-18T01:00
at 2018-08-18T01:00
Table of Contents
我認為是 中長期空 超長多到爆
基本上 美國算盤這樣打的
現在高度自動化 人又越賣越貴 在國外的運輸成本>省下的人力成本
接著 made in USA 和 made in china 少說差個5趴10趴
算下去我敢說 在國外的成本優勢幾乎是0
但是因為固定成本投入 所以很多廠商也不會立刻搬回美國
川普是加速這個過程而言
但這結果就是 美國變成自己自足大國 科技強 生產力高
其他國家 本來靠替美國打工 賺一點美元 由美元背書 可以發展經濟
現在連這點打工錢都沒有 很多窮國根本沒翻身機會
後果就是國際貧富差距擴大 許多國家經濟會更不穩定 容易出現金融危機
但超長期而言 便宜人力就是人類提升生產力的阻礙
川普的作為加速自動化與ai的發展速度 所以可謂長遠又是多了
這是經濟層面
其實川普作為 更重要的危機是 文化層面
法律 協議這種東西 是人類想像出來的
川普的作為傳達一個訊息
這世界上只有實力其他都狗屎
自以為最真誠不假掰的鄉民可能很喜歡這個調調
但你自己也是弱國人家哪天強姦你看你還喜不喜歡這樣
川普這樣一稿 軍事實力遠大於他國的美國 當然受益
可問題是 以後國際就是再次軍備競賽
這樣一稿以後大家都不假掰了
什麼一人一票 或是 保障少數 都屁了
國際條約也是美國參考用 留一套說詞誰敢制裁他
一切實力說話這樣對台灣真的有利嗎有點懷疑
--
基本上 美國算盤這樣打的
現在高度自動化 人又越賣越貴 在國外的運輸成本>省下的人力成本
接著 made in USA 和 made in china 少說差個5趴10趴
算下去我敢說 在國外的成本優勢幾乎是0
但是因為固定成本投入 所以很多廠商也不會立刻搬回美國
川普是加速這個過程而言
但這結果就是 美國變成自己自足大國 科技強 生產力高
其他國家 本來靠替美國打工 賺一點美元 由美元背書 可以發展經濟
現在連這點打工錢都沒有 很多窮國根本沒翻身機會
後果就是國際貧富差距擴大 許多國家經濟會更不穩定 容易出現金融危機
但超長期而言 便宜人力就是人類提升生產力的阻礙
川普的作為加速自動化與ai的發展速度 所以可謂長遠又是多了
這是經濟層面
其實川普作為 更重要的危機是 文化層面
法律 協議這種東西 是人類想像出來的
川普的作為傳達一個訊息
這世界上只有實力其他都狗屎
自以為最真誠不假掰的鄉民可能很喜歡這個調調
但你自己也是弱國人家哪天強姦你看你還喜不喜歡這樣
川普這樣一稿 軍事實力遠大於他國的美國 當然受益
可問題是 以後國際就是再次軍備競賽
這樣一稿以後大家都不假掰了
什麼一人一票 或是 保障少數 都屁了
國際條約也是美國參考用 留一套說詞誰敢制裁他
一切實力說話這樣對台灣真的有利嗎有點懷疑
--
Tags:
股票
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