EP41_台積電漲價哪些族群會倒楣
Update: 2021-09-02
Description
各位投資人朋友大家好,這是一個一路到底懶的修飾的音頻閒聊,而我是投資樂觀偏多的股魚老師,歡迎來到這個充滿個人觀點的Podcast頻道。今天來跟各位聊聊關於【台積電漲價哪些族群會倒楣】的討論
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討論幾個問題:
1. 台積電的忽然的漲價
-調整的脈絡 (先取消折讓、再忽然漲價)
-台積電漲價後,EPS的預測數字範圍增長
-為什麼冒著破壞夥伴關係也非漲不可?
-漲價漲到受不了長遠來看逼客戶找替代方案
2. 哪些族群受影響?
-同類代工族群
-長期客戶
-倒楣的終端用戶
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