[投顧] 富利周經翔狂電郭台銘.....已回收
1. 老師:
富利投顧 周經翔
2. 標的:
鴻海、台積電
3. 理由:
https://www.youtube.com/watch?v=-gNURYnHfUY&feature=youtu.be
7:45分開始講 廣告結束第二段繼續講到16:00
台積電沒有和政府多要求什麼,也沒甚麼西進,就連基層作業員絕大多數
也都是用在台灣本身的人力,股價可以從上次景氣循環
2007年的70到現在快一倍到140
鴻海郭台銘說了一堆,要減少投資要出走,講了很多
創造的就業機會用的基層人員大陸是台灣的好幾倍
股價從2007年的300元變到1/3不到,之前只剩6x,連1/4都不到
eps和營益率長期來看都是衰退走勢
4. 其他:
結論,企業靠的是自己本身的競爭力,好的公司不用全台灣幫你犧牲、背書
根留台灣不出走,一樣持續會賺錢,而且人家公司市值還比你大。
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