郭台銘才好傻好天真?徐嶔煌:國際認知 - 股票
By Emily
at 2019-06-04T11:11
at 2019-06-04T11:11
Table of Contents
郭台銘才好傻好天真?徐嶔煌:國際認知很有問題 汪浩:不聽勸回流台灣,讓鴻海成最
大受害者
2019.06.03
18:40pm
文 / 放言編輯部 陳雅菱
汪浩指出鴻海是中美貿易戰最大受害者,過去2年來,郭董不聽蔡總統勸導,不肯回流台
灣,導致鴻海股價從120台幣跌到70台幣,大幅跑輸台股指數,關鍵原因是郭董看錯了中
美貿易戰的本質,為鴻海作了錯誤的戰略佈局。
投入藍營總統初選的鴻海集團董事長郭台銘,今(3)日敬告蔡英文總統不要在沉浸在盲
目的樂觀中,他頻頻警告有一股潛在的經濟風暴正在誕生,貿易戰對全球的影響才剛要開
始。財經專家徐嶔煌接受《放言》訪問時表示,蔡政府早就提醒台商不要全押在中國身上
,且台灣科技有8成靠美國技術授權,貿易戰開打,美國若像封殺華為一樣砍台灣的部分
授權,質疑郭台銘即使是總統,他能解決嗎?「所以郭這樣說,表示他的國際認知很有問
題。」國際專家汪浩則指出郭董不聽蔡總統勸導,不肯回流台灣,為鴻海作了錯誤的戰略
佈局,導致「鴻海是中美貿易戰最大受害者。」
郭台銘分析美中貿易戰升高下的台灣危機,直批蔡英文「我不知道她是好傻好天真,還是
好壞好故意。」
貿易戰不是新議題
徐嶔煌指出,政府其實已經講得很清楚,沒有那麼樂觀,不可能大家都全身而退。他表示
,政府已經提醒3年,不要全壓在中國身上了,美中之間可能有貿易戰也不是新議題,早
就準備土地、水、電等措施協助台商回來;回不來的也早在2年多前就警告過貿易戰的可
能,總不可能要政府把手伸進中國,直接跟台商說在東南亞幫你們蓋廠,拜託你們移到那
裡吧。
對於郭台銘批政府若偏向任何一方,就會將台灣推向不可預測的危險,徐嶔煌認為,誰都
想當大好人,不得罪任一方,但就算郭台銘當總統,面對美方課中國產品25%稅,有什麼
反擊能力?這不是蔡英文想不想的問題,現實上台灣在美國有很大的內需市場,其次是台
灣每年要付給美國1200多億台幣的技術授權費,讓台灣可以用這些技術再去賺全世界的錢
,大概佔台灣技術授權80%。如果美中貿易戰打下來,美國認為台灣跟中國太好,所以要
砍掉部分技術授權,跟封殺華為一樣的話,就算郭台銘是總統,有什麼辦法嗎?「我們是
主動偏袒美國,還是我們基於生存不得不往美國靠攏?」
「所以當郭台銘拋這個說法的時候,表示他國際觀、認知很有問題。」徐嶔煌認為。
不回流讓鴻海損失慘重
汪浩則在臉書上分析:「鴻海是中美貿易戰最大受害者,過去2年來,郭董不聽蔡總統勸
導,不肯回流台灣,導致鴻海股價從120台幣跌到70台幣,大幅跑輸台股指數,關鍵原因
是郭董看錯了中美貿易戰的本質,為鴻海作了錯誤的戰略佈局。」汪浩也透過香港《南華
早報》報導指出,台灣鴻海集團旗下在中國深圳的電子產品製造商富士康(Foxconn),
最近幾天已經停掉幾條華為手機的生產線,但華為今年曾經因為銷售額激增,富士康當時
還大規模招聘,現傳出停產消息,富士康拒絕回應,華為也沒有評論。
他又進一步指出美國將華為列入黑名單,實施制裁。下個月,美國可能對最後3000億美金
中國商品課徵25%關稅,鴻海處境可謂「雪上加霜」。作為全球最大的手機和平板電腦代
工廠,蘋果佔鴻海的營收近50%,華為近10%,而組裝線絕大多數在中國。鴻海毛利低,淨
利潤率只有2.5%,蘋果、華為或壓價或抽單,鴻海都會很慘。
https://www.fountmedia.io/article/17134?fbclid=IwAR0N87cClNaGh19R6_o8JtIaeQcGk
rigsXFOpQHP_SG50huPvQ9nkX2Mlv0
台股都上萬點很久了,鴻海股價不漲反跌,郭董的戰略部署出了什麼問題?
https://i.imgur.com/puzSQLH.jpg
--
大受害者
2019.06.03
18:40pm
文 / 放言編輯部 陳雅菱
汪浩指出鴻海是中美貿易戰最大受害者,過去2年來,郭董不聽蔡總統勸導,不肯回流台
灣,導致鴻海股價從120台幣跌到70台幣,大幅跑輸台股指數,關鍵原因是郭董看錯了中
美貿易戰的本質,為鴻海作了錯誤的戰略佈局。
投入藍營總統初選的鴻海集團董事長郭台銘,今(3)日敬告蔡英文總統不要在沉浸在盲
目的樂觀中,他頻頻警告有一股潛在的經濟風暴正在誕生,貿易戰對全球的影響才剛要開
始。財經專家徐嶔煌接受《放言》訪問時表示,蔡政府早就提醒台商不要全押在中國身上
,且台灣科技有8成靠美國技術授權,貿易戰開打,美國若像封殺華為一樣砍台灣的部分
授權,質疑郭台銘即使是總統,他能解決嗎?「所以郭這樣說,表示他的國際認知很有問
題。」國際專家汪浩則指出郭董不聽蔡總統勸導,不肯回流台灣,為鴻海作了錯誤的戰略
佈局,導致「鴻海是中美貿易戰最大受害者。」
郭台銘分析美中貿易戰升高下的台灣危機,直批蔡英文「我不知道她是好傻好天真,還是
好壞好故意。」
貿易戰不是新議題
徐嶔煌指出,政府其實已經講得很清楚,沒有那麼樂觀,不可能大家都全身而退。他表示
,政府已經提醒3年,不要全壓在中國身上了,美中之間可能有貿易戰也不是新議題,早
就準備土地、水、電等措施協助台商回來;回不來的也早在2年多前就警告過貿易戰的可
能,總不可能要政府把手伸進中國,直接跟台商說在東南亞幫你們蓋廠,拜託你們移到那
裡吧。
對於郭台銘批政府若偏向任何一方,就會將台灣推向不可預測的危險,徐嶔煌認為,誰都
想當大好人,不得罪任一方,但就算郭台銘當總統,面對美方課中國產品25%稅,有什麼
反擊能力?這不是蔡英文想不想的問題,現實上台灣在美國有很大的內需市場,其次是台
灣每年要付給美國1200多億台幣的技術授權費,讓台灣可以用這些技術再去賺全世界的錢
,大概佔台灣技術授權80%。如果美中貿易戰打下來,美國認為台灣跟中國太好,所以要
砍掉部分技術授權,跟封殺華為一樣的話,就算郭台銘是總統,有什麼辦法嗎?「我們是
主動偏袒美國,還是我們基於生存不得不往美國靠攏?」
「所以當郭台銘拋這個說法的時候,表示他國際觀、認知很有問題。」徐嶔煌認為。
不回流讓鴻海損失慘重
汪浩則在臉書上分析:「鴻海是中美貿易戰最大受害者,過去2年來,郭董不聽蔡總統勸
導,不肯回流台灣,導致鴻海股價從120台幣跌到70台幣,大幅跑輸台股指數,關鍵原因
是郭董看錯了中美貿易戰的本質,為鴻海作了錯誤的戰略佈局。」汪浩也透過香港《南華
早報》報導指出,台灣鴻海集團旗下在中國深圳的電子產品製造商富士康(Foxconn),
最近幾天已經停掉幾條華為手機的生產線,但華為今年曾經因為銷售額激增,富士康當時
還大規模招聘,現傳出停產消息,富士康拒絕回應,華為也沒有評論。
他又進一步指出美國將華為列入黑名單,實施制裁。下個月,美國可能對最後3000億美金
中國商品課徵25%關稅,鴻海處境可謂「雪上加霜」。作為全球最大的手機和平板電腦代
工廠,蘋果佔鴻海的營收近50%,華為近10%,而組裝線絕大多數在中國。鴻海毛利低,淨
利潤率只有2.5%,蘋果、華為或壓價或抽單,鴻海都會很慘。
https://www.fountmedia.io/article/17134?fbclid=IwAR0N87cClNaGh19R6_o8JtIaeQcGk
rigsXFOpQHP_SG50huPvQ9nkX2Mlv0
台股都上萬點很久了,鴻海股價不漲反跌,郭董的戰略部署出了什麼問題?
https://i.imgur.com/puzSQLH.jpg
--
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