IVOD_ID |
159145 |
IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/159145 |
日期 |
2025-03-13 |
會議資料.會議代碼 |
委員會-11-3-20-2 |
會議資料.會議代碼:str |
第11屆第3會期財政委員會第2次全體委員會議 |
會議資料.屆 |
11 |
會議資料.會期 |
3 |
會議資料.會次 |
2 |
會議資料.種類 |
委員會 |
會議資料.委員會代碼[0] |
20 |
會議資料.委員會代碼:str[0] |
財政委員會 |
會議資料.標題 |
第11屆第3會期財政委員會第2次全體委員會議 |
影片種類 |
Clip |
開始時間 |
2025-03-13T12:17:07+08:00 |
結束時間 |
2025-03-13T12:23:57+08:00 |
影片長度 |
00:06:50 |
支援功能[0] |
ai-transcript |
video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/3b972b8f6f00770f1d5cf022c0e04a07e83d902c8d6dd6c286f8ffab8834d983b0f568547c5b28c35ea18f28b6918d91.mp4/playlist.m3u8 |
委員名稱 |
邱志偉 |
委員發言時間 |
12:17:07 - 12:23:57 |
會議時間 |
2025-03-13T09:00:00+08:00 |
會議名稱 |
立法院第11屆第3會期財政委員會第2次全體委員會議(事由:邀請中央銀行楊總裁金龍率所屬單位主管暨財金資訊股份有限公司董事長列席業務報告,並備質詢。) |
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好,謝謝,我請央行楊總裁請 |
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這個總裁辛苦了那兩條問題請教一下總裁第一就是美國關稅美國關稅當然這個隨時都會變動它的關稅的政策不是那麼穩定那隨著總統他有每天可能有新的想法所以關稅政策當然不管怎麼樣對台灣的出口競爭力跟匯率一定會造成影響那你看南韓南韓就面臨到這個美國的關稅壓力所以都造成它韓元的低迷 |
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還有一點點扁在亞洲的貨幣裡面它是相對比較弱勢那你高度依賴出口而且也沒有內需關稅又沒有辦法衝擊又沒有辦法降低那部分整體的這個因為關稅造成的這個整體的國家的GDP就會下降投資就會受到影響 |
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從南韓經驗來看如果美國加徵關稅當然我們沒有辦法避免對我們出口跟整體經濟的影響那您覺得最壞的狀況台灣出口競爭力或者台灣的GDP會減少多少到目前為止我們還是在評估當中因為不確定性不過初步的估計我們到目前初步的估計我們是覺得 |
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如果說按照我們這個報告也有談到啊就是說如果說他對額外的那四個那個對醫藥品、半導體特別是對我們的半導體因為我們半導體還有鋼鐵、鋁銅、汽車及零組件這個對我們的影響目前我們初步的評估是不會很大 |
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那看樣子台積電去美國投資那麼高額然後時尚最大的一個投資額會不會因此就降低美國川普政府對台灣的晶片加收關稅的可能性 |
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這個看起來好像後來他就改口了他好像川普好像也滿滿滿溢的樣子就是說他也佩服說台灣在這個領域方面的強項 |
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所以川普有些時候我們就都沒有說真正的搞不過我是覺得他也應該算是對於我們的半凹體的產業他也是蠻佩服的 |
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半導體有沒有加徵關稅那它整體而言它的關稅一定會比過去的這個前任政府更多嘛品項也更多所以再用我們以出國導向的這個經濟體來看那當然它的關稅政策一定會對台灣造成影響那台灣出國競爭力下降那當然我們的這個貨幣就會受到衝擊 |
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會不會持續貶值如果持續貶值的話我跟委員報告就是說川普的我們說川普1.0川普1.0基本上呢事實上呢川普1.0他美中貿易衝突我們台灣是受力的 |
transcript.whisperx[10].start |
214.932 |
transcript.whisperx[10].end |
237.119 |
transcript.whisperx[10].text |
但是呢受益的是受益的是受益的但是呢川普2.0呢他的情況他就要賭那個缺口那缺口呢他就普遍性的那如果說是普遍性的話呢那事實上呢我個人啦當然啦我這個我們還是要study啦如果說普遍性的時候對每一個國家都是這樣子的時候呢那基本上呢 |
transcript.whisperx[11].start |
237.859 |
transcript.whisperx[11].end |
259.971 |
transcript.whisperx[11].text |
每個國家都是這樣子那也不是說只有針對我們台灣那如果說就半導體所以我們在十三頁這邊有講到半導體的這個部分因為我們直接出口到美國的那個直接出口到他那邊去的好像不多佔我們的GDP佔我們的出口的那個也就是說我們的曝險不高 |
transcript.whisperx[12].start |
260.851 |
transcript.whisperx[12].end |
267.897 |
transcript.whisperx[12].text |
相對其他國家對 不高所以目前他所公布的相關的不過我們也不能說他就是這樣子所以這個議題呢應該要密切的注意我是擔心啊 這關稅一旦這個 |
transcript.whisperx[13].start |
279.945 |
transcript.whisperx[13].end |
307.315 |
transcript.whisperx[13].text |
開徵會影響到我們出口競爭力出口競爭力是我的經濟的命脈我就是說出口的競爭力因為它是整個是全部它都關稅嘛它是普遍性的嘛是 謝謝那第二個問題想討論這個匯率啊那台積電到美國投資金額那麼大那資本當然一定外流那相關的這個產業鏈也都會過去啊這種情況這個央行有沒有穩定匯率的政策我事實上呢 |
transcript.whisperx[14].start |
309.5 |
transcript.whisperx[14].end |
320.928 |
transcript.whisperx[14].text |
台積電到那邊去投資一千億要增加一千億增加一千億事實上我們的外局就有去跟他們的財務處討論這個問題事實上他們說他們營收今年他們估計都有差不多一千億一千億美元不是台幣 |
transcript.whisperx[15].start |
331.635 |
transcript.whisperx[15].end |
354.671 |
transcript.whisperx[15].text |
然後你看看他一千億要投資那邊的話他是分四年這是第一個分四年一年是250億第二個他也可以在那邊籌資所以就他來講的話事實上也不會說是因為他要到我那邊投資所以他必須要在這邊買匯然後再出去影響到我們的YC我再用30秒我的問題是說你產業鏈過去當然在那邊生產當然也會有 |
transcript.whisperx[16].start |
359.774 |
transcript.whisperx[16].end |
375.428 |
transcript.whisperx[16].text |
那獲利會不會怎麼樣有政策的引導可以在這個回流台灣那當然就是說第一個他獲利然後呢就會回台灣這個也有可能這個也有可能 |
transcript.whisperx[17].start |
375.708 |
transcript.whisperx[17].end |
390.664 |
transcript.whisperx[17].text |
但是有沒有政策上的引導或者誘因讓他們整體獲利不會再繼續在投資你把獲利的這個這個他們的投資策略我不曉得所以說我不曉得我也只是能夠從報紙上看到就是說他要增加一千億的投資 |
transcript.whisperx[18].start |
391.805 |
transcript.whisperx[18].end |
397.369 |
transcript.whisperx[18].text |
這個我們只能夠這樣知道而已至於就是說這些細節的我相信這個樣行的決策能夠兼顧規律也能夠兼顧台灣出口競爭力把這個關稅的衝擊降到最低我對您是深具信心 |