Money
Come
  • Management
  • Performance
  • Create an investment
  •  nickname
    nickname
    Management Performance Custom Category Setting Account Setting
    Logout
  • Sign Up
  • Sign In
Social Index Piggy Hotspots Piggy Rich Free Hot Compound Interest News  Site Articles  Div. Overview Wise Tool  Compound Interest Calc.  Compound Interest Cf.  Stock Portfolio  Finalcial Crisis  Stock Analysis  Record Retrieval  Dividend Calc.  More ...
  1. MoneyCome.in
  2. Article Categories
  3. 存股複利
{"type":0,"nickname":"MoneyCome.in","title":"參與科技的成長 vs 歷久不衰傳統公司,誰的投資效果好? | 以3008大立光、1232大統益為例","myCatId":"5d6299023286fe05f50e6bd8","myCatName":"存股複利","preview":{"essayId":"603288fa3286fe146519718e","at":"s3","imgId":"6032898e3286fe14651971d3","url":{"large":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/l_6032898e3286fe14651971d3.png","medium":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/m_6032898e3286fe14651971d3.png","small":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/s_6032898e3286fe14651971d3.png","thumbnail":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/s_6032898e3286fe14651971d3.png"}},"intro":"## 智慧型手機的崛起\n\n最近有位朋友尋問\n\n2007年~2017年,是智慧型手機的大爆發\n若完全參與了整段的成長過程,想必成果豐碩\n\n以3008大立光為例 (蘋概股)\n從2007-2017年,股價從4xx漲至最高6075,將近15倍\n\n下個十年,電動車的呼聲最高,有機會找到下一個大立光嗎?\n\n","hashtags":[],"browsingCnt":1183,"createTime":1613924602584,"essayDate":"2021-02-22","essayTime":1613952000000,"lastModify":1613926631509,"essayId":"603288fa3286fe146519718e","sets":[{"imgId":"6032898e3286fe14651971d3","at":"s3","url":{"large":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/l_6032898e3286fe14651971d3.png","medium":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/m_6032898e3286fe14651971d3.png","small":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/s_6032898e3286fe14651971d3.png","thumbnail":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/s_6032898e3286fe14651971d3.png"},"text":"## 智慧型手機的崛起\n\n最近有位朋友尋問\n[quote]\n2007年~2017年,是智慧型手機的大爆發\n若完全參與了整段的成長過程,想必成果豐碩\n\n以3008大立光為例 (蘋概股)\n從2007-2017年,股價從4xx漲至最高6075,將近15倍\n\n下個十年,電動車的呼聲最高,有機會找到下一個大立光嗎?\n[/quote]","layout":0,"from":0,"aspectRatio":0.6032,"w":994,"h":1648,"setId":"603288fa3286fe146519718f"},{"imgId":"","at":"","url":{"large":"","medium":"","small":"","thumbnail":""},"text":"## 價差思維 vs 複利思維\n\n首先我們以3008大立光與1232大統益為例,進行解說\n\n3008大立光,是標準的蘋概股\n1232大統益,是標準的傳產,做沙拉油的,市佔超過5成\n\n大立光:\n從2007-2017年,股價從4xx漲至最高6075,將近15倍\n大統益:\n從2007-2017年,股價從30漲至最高96.2,將近3倍\n\n以股價來看,好像大立光賺很大\n但若以複利的角度來看呢?大統益甚至還贏過大立光\n","layout":0,"from":0,"aspectRatio":-1,"w":-1,"h":-1,"setId":"603288fa3286fe1465197190"},{"imgId":"60328ac83286fe14651972c8","at":"s3","url":{"large":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/l_60328ac83286fe14651972c8.png","medium":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/m_60328ac83286fe14651972c8.png","small":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/s_60328ac83286fe14651972c8.png","thumbnail":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/s_60328ac83286fe14651972c8.png"},"text":"▲ 2006-2018年大立光與大統益存股市值比較\n以市值來說,大立光有幾年可以贏過大統益\n但長期來說幾乎被壓著打","layout":0,"from":0,"aspectRatio":1.5373,"w":1196,"h":778,"setId":"603290703286fe14651973ad"},{"imgId":"60328ac83286fe14651972c9","at":"s3","url":{"large":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/l_60328ac83286fe14651972c9.png","medium":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/m_60328ac83286fe14651972c9.png","small":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/s_60328ac83286fe14651972c9.png","thumbnail":"https://tipga.s3-ap-northeast-1.amazonaws.com/0/MoneyCome.in/s_60328ac83286fe14651972c9.png"},"text":"▲ 2006-2018年大立光與大統益存股現金股利比較\n以現金股利來說,大統益更是贏上許多\n原因也在於大立光是科技相關類股,需要留些錢進行下一年的資本支出,股利自然不高\n好處是,不會亂花股東的錢,股東也不用煩惱怎麼使用這筆錢,交給公司進行複利即可","layout":0,"from":0,"aspectRatio":1.5088,"w":1204,"h":798,"setId":"603290703286fe14651973ae"},{"imgId":"","at":"","url":{"large":"","medium":"","small":"","thumbnail":""},"text":"從以上兩張圖顯示\n有護城河的傳產,其實複利效果不會輸科技成長\n就算大立光十年股價漲了15倍,大統益只漲3倍\n但整理複利效果(股利再投入)其實不會差大立光太多","layout":0,"from":0,"aspectRatio":-1,"w":-1,"h":-1,"setId":"603290703286fe14651973af"},{"imgId":"","at":"","url":{"large":"","medium":"","small":"","thumbnail":""},"text":"## 電動車呢?\n\n由智慧型手機的例子,我們得到的結論是\n好的傳產公司,複利效果也不一定輸科技成長公司\n未來的事很難說,我們不能直接說電動車也和智慧型手機的結果一樣\n\n但可以肯定的是\n如果每10-15年是科技的一個大週期\n2007-2018可謂是智慧型手機的年代\n2021-2035可能就是電動車,AI,5G的年代\n沙拉油公司,則含概了這兩個年代。甚至未來應該也不太會變\n\n如果你想學巴菲特爺爺一樣,喜歡投資的標是產品歷久不變,那大統益會是你的選擇;\n如果你喜歡參與每個年代的科技成長,那十年前你要找到大立光,未來十年可能要再找找;\n","layout":0,"from":0,"aspectRatio":-1,"w":-1,"h":-1,"setId":"603290703286fe14651973b0"},{"imgId":"","at":"","url":{"large":"","medium":"","small":"","thumbnail":""},"text":"## 科技成長股不值得投資?\n\n最後必須補充一下\n本文是以大立光與大統益為例子所得出的結論,並不代表任何投資建議\n\n複利是一個數字遊戲\n科技的成長是有可能是遠超過傳產的\n例如上個十年的智慧型手機是10~20%年成長,下個十年的新科技是50~70%的成長\n結論可能就不一樣\n\n找到適合自己的很重要 :)","layout":0,"from":0,"aspectRatio":-1,"w":-1,"h":-1,"setId":"603290703286fe14651973b1"},{"imgId":"","at":"","url":{"large":"","medium":"","small":"","thumbnail":""},"text":"資料來源:\nhttps://www.moneycome.in/tool/compound_interest_comparison?stkCodes=3008,1232","layout":0,"from":0,"aspectRatio":-1,"w":-1,"h":-1,"setId":"603290703286fe14651973b2"}],"originalLinkHint":{"en":{"text":"Orignal Link: https://www.tipga.com/e/603288fa3286fe146519718e","html":"\u003cdiv class=\"originalLinkHintWrapper tOverflow\"\u003eOrignal Link: \u003ca href=\"https://www.tipga.com/e/603288fa3286fe146519718e\" target=\"_blank\"\u003ehttps://www.tipga.com/e/603288fa3286fe146519718e\u003c/a\u003e\u003c/div\u003e"},"zh_TW":{"text":"原文連結:https://www.tipga.com/e/603288fa3286fe146519718e","html":"\u003cdiv class=\"originalLinkHintWrapper tOverflow\"\u003e原文連結:\u003ca href=\"https://www.tipga.com/e/603288fa3286fe146519718e\" target=\"_blank\"\u003ehttps://www.tipga.com/e/603288fa3286fe146519718e\u003c/a\u003e\u003c/div\u003e"}},"apiFooter":{"en":{"text":"Tipga - Enjoy Writing, Enrich Life!","html":"\u003cdiv class=\"originalLinkHintWrapper tOverflow\"\u003e\u003cspan style=\"color:#ffaa33;\"\u003eTipga\u003c/span\u003e - Enjoy Writing, Enrich Life! \u003ca href=\"https://www.tipga.com\" target=\"_blank\"\u003ehttps://www.tipga.com\u003c/a\u003e\u003c/div\u003e"},"zh_TW":{"text":"Tipga - 享受寫作,豐富生活!","html":"\u003cdiv class=\"originalLinkHintWrapper tOverflow\"\u003e\u003cspan style=\"color:#ffaa33;\"\u003eTipga\u003c/span\u003e - 享受寫作,豐富生活! \u003ca href=\"https://www.tipga.com\" target=\"_blank\"\u003ehttps://www.tipga.com\u003c/a\u003e\u003c/div\u003e"}}}

投資記帳,股票記帳,股市記帳,投資記錄,交易記錄,股市交易記錄

Investment accounting

  • MoneyCome.in
  • |
  • Q&A
  • |
  • Contact Us