近期積極參與產業交流論壇，除了增進趨勢研判的精準度，也希望為日益積累的資金找到安穩的泊地
當前熱門的話題涵蓋AI、人機協作、綠能等，幾乎所有人都樂觀以待的同時，似乎某個環節被刻意忽略！
1.可能要承擔的代價為何？
2.規避的具體作為是什麼？
沒有人否定AI的趨勢與綠能的必要性
不過，若投資近乎瘋狂，就會潰敗
可能的代價並非隱而不顯，只是遭到掩飾，操弄予少數人承擔
以再生能源為例，發展太陽能與風電，就會剝奪土地使用權，影響農耕、漁業、居住、水土保持等
再者，設備產製與銷毀所耗的石化能源，及折舊/效益/壽期是否對等，均無可恃依據參酌
「環保令旗不該盲從，能否復育才是關鍵」
良性的具體作為，應著重「高競業門檻」與「可複製性」
為防範企業資金出現缺口，須併同執行開源與節流方案，然若能以「節流成果」引資挹注，有助於強健財務體質
節流不若儉省，是杜絕浪費，發揮既定效能，將賺到的錢財確實收入囊中
處於正確的風口，豬都能飛；一旦風止，就會因無法承受之重而墜毀
在時代精神的驅策下，理想必須豐滿，但聰明的投資人應具備辨識真偽的能力，方不致被巨浪侵吞
沒有獲利，或收支失衡，純靠話術絕非長久之計
也許能爭取短期/投機資金，但大額資本的審核相對嚴謹
猶如娘要嫁人，對象總該有個穩定的經濟基礎，或合理的人生規劃
企業須專注強化財務結構，以既有根基支撐願景，才有機會在不確定的未來存續，佔有一席之地
I've recently been actively participating in industry exchange forums, not only to improve my accuracy in trend analysis but also to find a safe haven for my growing capital.
Currently, hot topics include AI, human-machine collaboration, and green energy. While almost everyone is optimistic, something seems to be deliberately overlooked!
1. What are the potential costs?
2. What are the specific mitigation measures?
No one denies the trend of AI and the necessity of green energy.
However, if investment becomes frenzied, it will inevitably lead to failure.
The potential costs are not hidden; they are simply concealed and manipulated to be borne by a select few.
Taking renewable energy as an example, the development of solar and wind power will deprive land use rights, affecting agriculture, fisheries, housing, soil and water conservation, and other areas.
Furthermore, there is no reliable basis for evaluating the equivalence of fossil fuel consumption, depreciation, benefits, and lifespan of equipment.
"We shouldn't blindly follow the banner of environmental protection; the key is whether we can restore the environment."
Positive actions should emphasize "high competitive barriers" and "replicability."
To prevent funding shortfalls, businesses must simultaneously implement both revenue-generating and cost-cutting strategies. Using cost-cutting results to attract investment can help strengthen financial health.
Cost-cutting, rather than Frugality, is about eliminating waste, maximizing established efficiency, and effectively pocketing the profits earned.
In the right wind, even pigs can fly; once the wind dies, they will crash under the unbearable weight.
Driven by the spirit of the times, ideals must be ambitious, but wise investors must be able to discern truth from falsehood to avoid being swallowed by the waves.
Without profits or with an imbalance between income and expenditure, relying on rhetoric is not a long-term solution.
While it may be possible to secure short-term/speculative funding, large-scale capital is subject to stricter scrutiny.
Just as a woman seeking a husband should seek a stable financial foundation or a reasonable life plan.
Companies must focus on strengthening their financial structure and using their existing foundation to support their vision. Only then will they have a chance to survive and secure a place in the uncertain future. |
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