DMe
06-11 15:07
这是真市场化，让市场上的所有参与者都能赚到钱。
报道：SK海力士罕见上调设备采购价，多家供应商提出涨价要求
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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边看边学习
06-11 16:12
边看边学习
这话其实不对，最下游的大厂只是一直在支出，回报率还没看到。
边看边学习
回复
DMe
:
你还真说错了。上游设备厂最低需要5%以上的提价，才有望盈利。这次海力士提价实际上是低于设备厂家的心理预期的。你要考虑到今年能源、金属、材料轮番涨价，对设备厂家的成本压力。很多东西别太想当然。
DMe
:
至少已经赚到钱的不会把利润独吞。下游大厂那是投资，投资的钱来自它们之前积累的剩余价值。
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