翻臉的Overbooking - 股票
By Tristan Cohan
at 2021-03-22T19:27
at 2021-03-22T19:27
Table of Contents
※ 引述《zxcvb1234522 (say yes or no??)》之銘言:
: 要談Overbooking之前,先說一下自己的論點基礎:
: 為何電子股飆漲?
: 解封是趨勢,正常生活是未來,電子股回到正常價位是必然。
1.零利率
2.適逢通訊技術換代
3.5G應用仍處於前期發展階段
當你的對手在拚5G應用的市占和話語權的時候
你在考慮overbooking,就是把市占和話語權拱手讓給你的對手
想想台灣可憐的電信三雄吧
權利金衝到快1500億
你要他們考慮overbooking,那這些投資怎麼回收?丟水裡?
當然只能拼命去玩5G應用了
更不用說那些應用開發軟硬廠商
"哎呀,小米居然下了那麼多訂單,好傻啊,我才不會笨笨的overbooking呢。"
把市場讓給對手?到底是誰傻啊?
零利率、資金借貸成本便宜、適逢技術換代、應用科技軍備競賽
當然是錢借一借拿來開產能做廣告拚市占啊
借錢這麼便宜,媽的不借是棒槌。
做消費端的可能要面對市場回歸正常的衝擊
但是供應鏈的衝擊最快也要到2023年,5G應用開始初步分出勝負以後
在這之前根本就白擔心的
倒不如說,可以拿這個理由喊一喊,看看可不可以騙幾個傻蛋下車
--
: 要談Overbooking之前,先說一下自己的論點基礎:
: 為何電子股飆漲?
: 解封是趨勢,正常生活是未來,電子股回到正常價位是必然。
1.零利率
2.適逢通訊技術換代
3.5G應用仍處於前期發展階段
當你的對手在拚5G應用的市占和話語權的時候
你在考慮overbooking,就是把市占和話語權拱手讓給你的對手
想想台灣可憐的電信三雄吧
權利金衝到快1500億
你要他們考慮overbooking,那這些投資怎麼回收?丟水裡?
當然只能拼命去玩5G應用了
更不用說那些應用開發軟硬廠商
"哎呀,小米居然下了那麼多訂單,好傻啊,我才不會笨笨的overbooking呢。"
把市場讓給對手?到底是誰傻啊?
零利率、資金借貸成本便宜、適逢技術換代、應用科技軍備競賽
當然是錢借一借拿來開產能做廣告拚市占啊
借錢這麼便宜,媽的不借是棒槌。
做消費端的可能要面對市場回歸正常的衝擊
但是供應鏈的衝擊最快也要到2023年,5G應用開始初步分出勝負以後
在這之前根本就白擔心的
倒不如說,可以拿這個理由喊一喊,看看可不可以騙幾個傻蛋下車
--
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