
國民黨主席鄭麗文稱台股挑戰5萬點僅是表面繁榮且台灣「根、心都快爛掉了」,財訊傳媒董事長謝金河反駁指出台股總市值已達154.92兆台幣,台灣有22家企業市值超過一兆元,並舉例台泥併購烏克蘭水泥公司、華邦電子收購德國英飛凌業務、聯發科市值超過高通等具體行動,強調台灣企業正勇敢走向世界,台灣並未爛掉,反而更壯大。
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國民黨主席鄭麗文近日批評台股挑戰5萬點僅是表面繁榮,並稱台灣「根、心都快爛掉了」,引發社會議論。財訊傳媒董事長謝金河則以數據與企業實例反駁,強調台灣股市市值成長與企業國際佈局的實質進展。
國民黨主席鄭麗文。(資料照)
〔即時新聞/綜合報導〕國民黨主席鄭麗文日前表示,即使台股挑戰5萬點,「也只是表面繁榮」,更直言台灣「根、心都快爛掉了」,引發外界議論。財訊傳媒董事長謝金河指出,台灣股市市值變大,企業手上現金增加,愈來愈有能力走向世界,台灣的企業也走上國際舞台!他也強調「鄭主席,妳低估台灣了!」、「台灣沒有爛,台灣的企業更壯大!」
謝金河在臉書以「鄭主席,妳低估台灣了!」為題發文指出,台股走到4萬8,只差一點就要挑戰5萬大關!經過南韓兩倍槓桿的修正,台股和美股Nasdaq是全球兩個再創歴史新高的市場,昨日台股總市值到154.92兆台幣,約5.3兆美元,排行全球第四站在台灣前面的只有美國,中國與日本,南韓的4.55兆美元,還差台灣7500億美元。
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謝金河表示,在台股邁向5萬點的路上,國民黨主席鄭麗文說台灣股市的5萬點只是表面,台灣快爛掉了!這句話聽了,不知道大家有什麼感受!其實這是住在台灣這塊土地上的每一個人努力打拼出來的!
謝金河分析,把台股走過的路回首一下,小英上任第一年,台股市值27兆台幣,19年36兆,20年45兆,23年56.84兆,現在跳升至154.32兆元,台灣有22家企業市值超過一兆元,市值增加,也讓台灣企業勇敢走向世界。
謝金河提到,昨天台泥宣布以7.5億歐元併購烏克蘭第二大水泥公司,布局重建商機。再上一個禮拜,華邦電子宣布以11.2億美元併購德國英飛凌旗下NOR Flash與F-RAM事業,將重新使用Spansion的品牌,這是台灣企業走向世界的具體行動。
謝金河也指出,最近輝達斥資35億美元吃下聯發科的可轉債,讓聯發科股價一口氣漲到5480元,聯發科市值8.3兆台幣,約2622億美元,已經遠遠超過高通,坐穩世界級企業的地位。
謝金河直言,台灣股市市值變大,企業再投資的實力倍增,今年台積電資本支出640億美元,明年至少850億美元,多則可能到1200億美元,日月光今年資本支出105億美元,全台搶地建廠。京元電資本支出500億台幣,準備去美國蓋廠。
謝金河強調,台股穩步上揚,企業獲利節節攀升,企業勇敢再投資,而且是在Ai創新的賽道上加碼,大家努力追求新技術,不斷壯大。以晶圓探針卡為例,過去這個產業是日本,義大利的天下,旺矽從日本的MJC取得技術授權,如今旺矽比MJC規範大10倍。義大利的Technoprobe也被台灣超越了。
謝金河在文末重申,台灣股市市值變大,企業手上現金增加,市值變大,愈來愈有能力走向世界,台灣的企業也走上國際舞台!台灣沒有爛,台灣的企業更壯大!
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AI outlook — possibilities, not facts
台股將在未來數月內挑戰並可能突破5萬點大關
Likely · Within months
台灣企業將繼續透過併購與技術合作擴大在歐洲與美國的產業佈局
Likely · Within months
聯發科市值將持續領先於傳統晶片巨頭,並可能吸引更多國際大廠投資
Very likely · Within months

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