Jump to content
Main menu
Main menu
move to sidebar
hide
Navigation
Main page
Recent changes
Random page
freem
Search
Search
Appearance
Create account
Log in
Personal tools
Create account
Log in
Pages for logged out editors
learn more
Contributions
Talk
Editing
Openai/6970b34b-09b8-800c-ba70-f16e01819711
(section)
Add languages
Page
Discussion
English
Read
Edit
Edit source
View history
Tools
Tools
move to sidebar
hide
Actions
Read
Edit
Edit source
View history
General
What links here
Related changes
Special pages
Page information
Appearance
move to sidebar
hide
Warning:
You are not logged in. Your IP address will be publicly visible if you make any edits. If you
log in
or
create an account
, your edits will be attributed to your username, along with other benefits.
Anti-spam check. Do
not
fill this in!
=== 這是做空或避險的核心。 === ==== - 工程未 100% 完工 ==== * 海事成本仍高 * 天氣風險仍在 👉 Q4～2026 仍有追加損失風險 ==== - 正崴 ==== * 永崴投控 市場通常先看「子公司爆雷」， 但投控折價、資金調度壓力會慢慢反映。 ==== 這是長期殺傷力最大的： ==== * EPC 風險全面攤牌 * 銀行、保險、分包商會更保守 * 新案毛利只會更低、條件更硬 👉 估值模型要打折，不是給成長溢價。
Summary:
Please note that all contributions to freem are considered to be released under the Creative Commons Attribution-ShareAlike 4.0 (see
Freem:Copyrights
for details). If you do not want your writing to be edited mercilessly and redistributed at will, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource.
Do not submit copyrighted work without permission!
Cancel
Editing help
(opens in new window)
