作者查詢 / ChampionYe
作者 ChampionYe 在 PTT [ Stock ] 看板的留言(推文), 共1965則
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2F推: 遠比我預期的還少...03/24 17:36
6F推: 前面推文就講過了,自蓋廠是滿足國安、自身跟gg溢出03/24 15:30
7F→: 單的需求,只蓋兩座這些需求可能都還滿足不了03/24 15:30
19F推: intel被看透也沒差,他們這一步棋還是有必要的,先03/24 15:34
20F→: 進製程贏不了,但還能用補助來練製程,也不怕缺貨會03/24 15:34
21F→: 全部產品停擺03/24 15:34
10F推: 獲利比我預估的差,配息比預估的高03/24 14:37
30F推: 光是未來需求的成長性,i跟t的新建廠可能都滿足不了03/24 11:51
31F→: 了,價格是看供需,供應還沒跟上的狀況,價格是要03/24 11:51
32F→: 怎麼降03/24 11:51
13F推: 唯一要擔心的只有gg自己進度不如預期,以及晶圓需求03/24 11:47
14F→: 減少,不然以兩家的技術跟成本來比根本有落差。成03/24 11:47
15F→: 本比你低技術還比你好,i是要怎麼競爭? 自建單純是03/24 11:47
16F→: 滿足國安、自身需求跟gg溢出的單。03/24 11:47
36F推: 搶單也要單是固定量的前提,如果單量也是快速成長,03/24 10:13
37F→: 甚至高過於建廠速度,就沒有搶單問題03/24 10:13
71F推: 減資跟配息都要股價往上爬才有賺到拉。不過配息本益03/23 21:57
72F→: 比會降低,減資不會變03/23 21:57
38F推: 元太買起來03/23 17:21
54F推: 錢短期都不急著用當然就是分批2330,可能會臨時急03/22 16:53
55F→: 用就241203/22 16:53
21F推: 丸子,我真的沒女朋友只有老婆03/22 11:05