航運股剛開始而已 - 股票
By Daniel
at 2021-03-22T20:22
at 2021-03-22T20:22
Table of Contents
※ 引述《alexmai (想不出來)》之銘言:
: 根據上次起漲經驗
: 航運股真正的高點是在
: 版面上大概會有n篇問
: 現在進場當水手還可以嗎?
: 長榮還能往上到60嗎?
: 這類的文充斥時,就差不多是高點到了
: 本次有非常多人,因為曾經被
: 關緊閉,對這次海運狂潮可說是
: 名哲保身,早早下船
: 同時版面上比較多海運是股利類的新聞,而不是各種求問上船文
: 因此目前是本波海浪起漲點無誤
: 另外,海運船票阿伯嗆聲不賣圖,這次根本沒看到有人在po,這說明這些囂張仔目前還處
: 於觀望中,還沒上船,也就是這種人的燃料還沒加入助航,那當然還有一段後續的推力
看到一些人不斷強調晶圓代工會有overbooking的狀況
表示疫情期間遠距、消費性電子需求暢旺
然而等到疫情結束之後大家就會把錢拿去旅遊
晶片將生產過剩
但航運股飆漲、缺櫃等情形
不也是因為上述等電子需求網購以及封城、隔離、停飛等狀況因應而生的特殊年嗎?
https://bit.ly/395VMRP
如果晶圓代工會受疫情結束影響
那IC設計為何不受影響
航運為何不受影響
到底生產過剩只是借題發揮而已
還是航運族群也有這方面的隱憂呢?
別忘了2016~2017年航運可是相當悲慘
一堆船停在高雄港外海不動不做生意
全球第七大的韓進海運還破產了
新同學沒經歷過航運低潮期
還以為現在櫃那麼缺
運價那麼高是常態嗎?
不過什麼旅遊類股、航空族群也不用太高興
目前股價早就比去年3月崩跌前還高不少
已經把報復性旅遊的部分算進去了
還想漲到哪去啊
http://i.imgur.com/XRxcnQo.jpg
http://i.imgur.com/7LsbHRU.jpg
-----
Sent from JPTT on my Samsung SM-A750GN.
--
: 根據上次起漲經驗
: 航運股真正的高點是在
: 版面上大概會有n篇問
: 現在進場當水手還可以嗎?
: 長榮還能往上到60嗎?
: 這類的文充斥時,就差不多是高點到了
: 本次有非常多人,因為曾經被
: 關緊閉,對這次海運狂潮可說是
: 名哲保身,早早下船
: 同時版面上比較多海運是股利類的新聞,而不是各種求問上船文
: 因此目前是本波海浪起漲點無誤
: 另外,海運船票阿伯嗆聲不賣圖,這次根本沒看到有人在po,這說明這些囂張仔目前還處
: 於觀望中,還沒上船,也就是這種人的燃料還沒加入助航,那當然還有一段後續的推力
看到一些人不斷強調晶圓代工會有overbooking的狀況
表示疫情期間遠距、消費性電子需求暢旺
然而等到疫情結束之後大家就會把錢拿去旅遊
晶片將生產過剩
但航運股飆漲、缺櫃等情形
不也是因為上述等電子需求網購以及封城、隔離、停飛等狀況因應而生的特殊年嗎?
https://bit.ly/395VMRP
如果晶圓代工會受疫情結束影響
那IC設計為何不受影響
航運為何不受影響
到底生產過剩只是借題發揮而已
還是航運族群也有這方面的隱憂呢?
別忘了2016~2017年航運可是相當悲慘
一堆船停在高雄港外海不動不做生意
全球第七大的韓進海運還破產了
新同學沒經歷過航運低潮期
還以為現在櫃那麼缺
運價那麼高是常態嗎?
不過什麼旅遊類股、航空族群也不用太高興
目前股價早就比去年3月崩跌前還高不少
已經把報復性旅遊的部分算進去了
還想漲到哪去啊
http://i.imgur.com/XRxcnQo.jpg
http://i.imgur.com/7LsbHRU.jpg
-----
Sent from JPTT on my Samsung SM-A750GN.
--
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