選後…電價調漲壓力就大了 - 股票

By Bethany
at 2019-09-20T12:24
at 2019-09-20T12:24
Table of Contents
如果全民決定廢核,我是覺得先不提恐核的問題,民主決定的同時也要承擔相應的壞處。
現在大部份民眾還是低薪高工時高物價,而電價上漲是累加的,因為所有消費的環節都要用電。
不只是每月的電費單,所有一切的基本消費都會上漲。
當然非必須消費也會下降,影響經濟動能。
所以政府如何降低受薪階級因為廢核所承受的成本是非常重要的。
核電也是軍事上的戰略資源,
在中美貿易戰下,
上漲的成本不止在軍事上也會對台灣中小企業補刀,然後又有更多家庭失業。
然後台灣又會更加財團化,
只有財團血夠厚能撐的住衝擊。
只剩下財團的股市,散戶就不用玩了。
台灣半導體跟許多想召商的如資料中心,都需要穩定有競爭力的電價。
而且不知道貿易戰會打多久,
電價上漲或許就是雪崩式下跌的臨介點。
現在每年經濟部都要求工業節電,
但事實上已經很多節電已經做了,而且接近物理跟工業技術的極限。
多出來的成本當然只能轉嫁給消費者。
中共鷹派是信奉超限戰,不必封鎖台灣海峽,只要把石化燃料炒高。
利用台灣內部的民怨壓力,從內部瓦解。
現在之所以對核電中立是因為人都是核能重大事故的核心,車諾比,福島追根究底都是人禍。
中小企業沒有空間,就很難再出現潛力股。
大型企業的財報我相信一定會受影響,
很多紅利都會拿去發電。
電價穩定低廉的優勢失去,也會造成外資看空。
如果台股再次2008式的大崩盤,
不管有沒有在投資股票,
沒有人能受得了。
不管執政的人是誰,物理極限是絕對的。
惡性痛膨如果再次發生台灣的經濟我想就差不多要回到經濟起飛前,
菲律賓化。
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Sent from JPTT on my Asus ASUS_Z00ED.
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