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@第N次大变革大分流：
巴菲特買股票的理由其實很簡單，現金流，市盈率，市淨率，關於這幾點臺積電當然丟符合巴菲特的要求，但是臺積電這麼牛逼的公司估值低自然有其估值低的原因，除了後面可能下行的半導體行業景氣度，最大的一個因素就是中美之間的地緣博弈，所謂的修昔底德陷阱，而極可能爆發的地點和可能的代價都和臺積電有關。這纔是投資臺積電的風險之所在。
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