| IVOD_ID |
167500 |
| IVOD_URL |
https://ivod.ly.gov.tw/Play/Clip/1M/167500 |
| 日期 |
2026-03-16 |
| 會議資料.會議代碼 |
委員會-11-5-19-2 |
| 會議資料.會議代碼:str |
第11屆第5會期經濟委員會第2次全體委員會議 |
| 會議資料.屆 |
11 |
| 會議資料.會期 |
5 |
| 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] |
19 |
| 會議資料.委員會代碼:str[0] |
經濟委員會 |
| 會議資料.標題 |
第11屆第5會期經濟委員會第2次全體委員會議 |
| 影片種類 |
Clip |
| 開始時間 |
2026-03-16T11:04:13+08:00 |
| 結束時間 |
2026-03-16T11:12:48+08:00 |
| 影片長度 |
00:08:35 |
| 支援功能[0] |
ai-transcript |
| video_url |
https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/e545302d1642c5f6c2c13fc7a106f1980bc6757ec415edbebfd7ce027fbc82e069b51f63c6f260655ea18f28b6918d91.mp4/playlist.m3u8 |
| 委員名稱 |
謝衣鳯 |
| 委員發言時間 |
11:04:13 - 11:12:48 |
| 會議時間 |
2026-03-16T09:00:00+08:00 |
| 會議名稱 |
立法院第11屆第5會期經濟委員會第2次全體委員會議（事由：邀請國家發展委員會主任委員列席報告業務概況，並備質詢。） |
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謝謝主席 我請國發會葉主委 請國發會葉主委委員長 葉主委早我想請問在這一次的關稅美國對等關稅不確定的影響之下你認為為什麼今年你們的評估又是逆勢上漲是因為又有搶單的效應嗎 |
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第一個最主要的就就有我剛剛在業務報告上面說的就是說全球的那幾大的CSP廠其實對於資本支出來講的話又再增加原本預估只有60%那是不是因為在10%跟15%不確定的因素之下這搶單效應嗎 |
| transcript.whisperx[2].start |
51.508 |
| transcript.whisperx[2].end |
57.837 |
| transcript.whisperx[2].text |
沒有 因為很大一部分是因為CSP廠商的資本支出是因為雲端供應商的資本支出增加但是我想要請問的過去 |
| transcript.whisperx[3].start |
68.132 |
| transcript.whisperx[3].end |
87.07 |
| transcript.whisperx[3].text |
就是說國發會希望說國內的供應商都可以轉移就是說出口的基地喔那希望到歐洲到日本等等可是今年歐洲日本都因為這個對等關稅而造成它的經濟的上漲上行沒有利喔那這樣子會不會影響你們的佈局 |
| transcript.whisperx[4].start |
88.929 |
| transcript.whisperx[4].end |
116.005 |
| transcript.whisperx[4].text |
這個部分來講的話目前整個廠商的佈局比較像是往美國那邊佈局現在還是都是往美國嘛對 整個AI的那一個供應鏈的一些關係所以也沒有往其他地方也有啦只是說那一個部分跟美國來比的話相對的比較沒有那麼多這樣子所以就是在變動的調整之下我們還是往美國佈局而沒有就是往全球其他地方佈局也是有啦只是說那個美國的比重比較大啦 |
| transcript.whisperx[5].start |
116.565 |
| transcript.whisperx[5].end |
145.748 |
| transcript.whisperx[5].text |
那如果未來301會不會對我們造成嚴重的影響就目前來看的話301他關注的兩個議題就是生產過剩嘛另外是強迫勞動強迫勞動對我們來講的話目前看起來是相對的衝擊會比較沒那麼大那那個生產過剩的這個部分來講的話那可能會對於我們的貿易順差過多的話這個部分他們會有一些想法可是貿易順差過多的這個部分其實已經在ART在談判的時候其實已經有討論過 |
| transcript.whisperx[6].start |
146.308 |
| transcript.whisperx[6].end |
165.654 |
| transcript.whisperx[6].text |
所以那個時候會跟美國簽的那一個協議是15不疊加可能也是因為這個部分的原因所以那一個整個貿易逆差過剩的這個部分就是我們對美國的貿易順差過多這個部分的話其實已經在談在簽訂那個ART的時候的話其實已經有談到 |
| transcript.whisperx[7].start |
166.314 |
| transcript.whisperx[7].end |
184.15 |
| transcript.whisperx[7].text |
那這樣子會不會對於其他 因為我們的半導體還是長亡但是會不會對於其他的就是中小企業就是傳產這一塊喔或者是會有就是更不利的影響傳產這一塊的話就去年大概12月簽訂時候的話其實傳產對於15 |
| transcript.whisperx[8].start |
186.632 |
| transcript.whisperx[8].end |
213.333 |
| transcript.whisperx[8].text |
15不疊掉這部分的話其實他們是相當的支持啦也就是說我們相對對於一些其他的一些競爭國譬如說像日本韓國的話我們其實跟他站在同一個起跑點雖然說我們長期以來跟其他國家簽NFT其實那個加速非常的少跟韓國沒有辦法比但整個產業在調整的過程當中的話只要說相對的優勢沒有差很多的話其實國內的廠商其實那個調適能力是非常強的 |
| transcript.whisperx[9].start |
216.415 |
| transcript.whisperx[9].end |
240.449 |
| transcript.whisperx[9].text |
就食物不叠加的話其實是一直以來他們希望能夠達成的一個方向我只是想到那個台積電都可以去美國鳳凰城這樣子那麼嚴峻的那個地方那其實我們彰化也是你知道嗎我們彰化其實即便有一些地方是那個條件不是那麼好其實台積電也可以來投資嘛對不對 |
| transcript.whisperx[10].start |
241.109 |
| transcript.whisperx[10].end |
269.204 |
| transcript.whisperx[10].text |
台積電有在台中但是不是要去彰化這個就看台積電了嗎看國發會主委有沒有大力的那個支持是不是跟台積電聊聊可以但還是企業自主尤其現在國發會你們是單一的窗口在就是我們那個保險業要投入公共建設那你們在就是說認定什麼樣子的基礎建設適用於這樣子的 |
| transcript.whisperx[11].start |
270.905 |
| transcript.whisperx[11].end |
296.852 |
| transcript.whisperx[11].text |
你們是單一窗口嗎?對,我們會負責就是說廠商跟我們申請那有關他會歸屬在哪一類以及適用哪一個法規我們會跟相關的主管、機關去討論我們不會只是收件、送件,不會不會我們會進一步去討論我剛才看到了你的業務報告裡面你就涉及了非常多的公共建設以及相關的就是說基礎的建設嘛,對不對? |
| transcript.whisperx[12].start |
298.772 |
| transcript.whisperx[12].end |
308.078 |
| transcript.whisperx[12].text |
我想要請問你,到底台灣裡面有多少的這樣子的公共建設以及基礎建設是適用於保險業可以來投資的物流,我們現在新增訂的是物流跟AI算的對,我是說有多少,就是說規模 |
| transcript.whisperx[13].start |
320.18 |
| transcript.whisperx[13].end |
347.802 |
| transcript.whisperx[13].text |
規模對你們有沒有統計規模過去幾年來你這樣子規劃過去幾年來到底有沒有保險業投資國內公共建設以及基礎建設重要的亮點計畫那這也要變成說未來怎麼樣引導保險業資金投入國內的基礎建設以及公共建設那這因為又涉及到所有的 |
| transcript.whisperx[14].start |
348.522 |
| transcript.whisperx[14].end |
371.301 |
| transcript.whisperx[14].text |
保護的權益的問題以及就是說在風險的係數上面那怎麼樣子設定那當然保險業希望說風險係數較低以及有致償率的這樣子的項目比較符合保險業來投入國內的基礎產業以及公共建設等這樣子的一個誘因嘛是不是 |
| transcript.whisperx[15].start |
371.781 |
| transcript.whisperx[15].end |
380.361 |
| transcript.whisperx[15].text |
那我們也希望導入這些資金來到於我們國內的公共建設以及基礎建設的投資那這個部分你們怎麼規劃 |
| transcript.whisperx[16].start |
381.621 |
| transcript.whisperx[16].end |
405.327 |
| transcript.whisperx[16].text |
我們目前會跟財政部商量就是說他那個整個基礎建設以及公共建設這個範疇可不可以再大一點然後讓一些譬如說像數位基礎建設有興趣做數位基礎建設的這一些廠商也能夠適用這些租稅的優惠這樣子那譬如說數位的數據中心對像譬如說像比較 |
| transcript.whisperx[17].start |
407.515 |
| transcript.whisperx[17].end |
428.546 |
| transcript.whisperx[17].text |
對 像算力中心的話已經公佈 還有另外一個就是剛剛通過就是物流就物流業嘛 對對對 就是基礎建設這一塊所以就是未來物流以及算力中心 還有就是下水道或者是污水處理這一塊 再生水廠 會嗎 |
| transcript.whisperx[18].start |
430.351 |
| transcript.whisperx[18].end |
455.951 |
| transcript.whisperx[18].text |
這個我們再跟那個財政部那邊商量我們目前對也會嘗試的往這個部分去做規劃所以基本上只要是跟五大信賴產業還有AI新十大建設有關的一些產業然後只要他的現金流是一個穩定的話其實我們都可以考慮跟財政部來商量那未來有什麼亮點嗎 |
| transcript.whisperx[19].start |
457.11 |
| transcript.whisperx[19].end |
481.333 |
| transcript.whisperx[19].text |
未來的亮點的話 基本上就是說開放民間去設置我說已經過去就是這個計畫裡面有沒有亮點可以提供大家知道說怎麼樣子讓保險業能夠就是這些資金能夠導入我們就是不管是地方建設也好就是這些基礎的建設目前我們我們嘗試的在讓現在規模都不夠大對不對 |
| transcript.whisperx[20].start |
482.094 |
| transcript.whisperx[20].end |
510.012 |
| transcript.whisperx[20].text |
我們現在目前有談一個大概500億的啦是不是規模都不夠大廠商沒有辦法不方便透露啦就是說有一個大概有500億我覺得這個部分必須要再更加更多具體的案例以及怎麼樣子就是說引導這些保險業的資金能夠就是說投資國內的公共建設那這樣子對於不管是公部門也好 私部門也好那這樣子我們 |
| transcript.whisperx[21].start |
510.672 |
| transcript.whisperx[21].end |
513.336 |
| transcript.whisperx[21].text |
台灣的經濟發展才有更好的成長 |