EP016.挑選高科技成長股必讀經典_大金剛法則(三)競爭與產業位置

from 金融異鄉人 · host 金融異鄉人

 前面兩集講了技術採用生命週期及大金剛競爭優勢之核心力量，接下來要開始帶入競爭位置與產業位置這部分則是影響大金剛廠商對周遭產業的力量，這些力量決定了大金剛廠商們之間的相對位置，也解釋了全球產業權威核心的所在一位大金剛廠商的權力與地位，與能夠影響的其他採購事項直接相關。換句話說能夠影響的採購項目越多，其權力也越大。而跟其他大金剛廠商競爭時的勝算也越大書本中是以當時方興未艾的電腦產業做例子，以現在來看不免過時且不符合其他產業架構，但可以學習用作者的分析方式來看到未來新興科技產業，你也可以試著用此模式去分析1990到現在的科技產業權力更迭與大金剛廠商們的興衰或者是分析現在的電動車產業小額贊助支持本節目： https://open.firstory.me/join/ckl1x1ob1p3ff086633pezuzr 留言告訴我你對這一集的想法： https://open.firstory.me/story/ckydup1u20iet0e07b44tpf0a?m=comment Powered by Firstory Hosting

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EP016.挑選高科技成長股必讀經典_大金剛法則(三)競爭與產業位置

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