iVOD / 170763
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賴士葆 @
| Start Time | End Time | Text |
|---|---|---|
| 00:00:00,000 | 00:00:05,000 | 謝謝主席以及各位先進 |
| 00:00:05,000 | 00:00:08,000 | 那麼我笨鳥先飛啦 |
| 00:00:08,000 | 00:00:10,000 | 因為我們立法院跑來跑去的 |
| 00:00:10,000 | 00:00:12,000 | 所以我先講一下 |
| 00:00:12,000 | 00:00:14,000 | 今天這個題目大家非常關心 |
| 00:00:14,000 | 00:00:17,000 | 不過這個財政部的阮次長 |
| 00:00:17,000 | 00:00:19,000 | 金管委副主委陳副主委 |
| 00:00:19,000 | 00:00:20,000 | 要特別關心 |
| 00:00:20,000 | 00:00:23,000 | 因為現在所有的媒體啊 |
| 00:00:23,000 | 00:00:24,000 | 還有路人甲路人椅啊 |
| 00:00:24,000 | 00:00:25,000 | 我的選民 |
| 00:00:25,000 | 00:00:27,000 | 大家都在關心 |
| 00:00:27,000 | 00:00:31,000 | 台灣的股市兩天跌了3500點 |
| 00:00:31,000 | 00:00:33,000 | 到底國安基金要不要復盤 |
| 00:00:33,000 | 00:00:35,000 | 大家關心這個題目 |
| 00:00:35,000 | 00:00:37,000 | 當然這個題目跟今天有關係 |
| 00:00:37,000 | 00:00:39,000 | 等一下講什麼關係 |
| 00:00:39,000 | 00:00:41,000 | 但就我個人的觀點 |
| 00:00:41,000 | 00:00:43,000 | 也提供給各位參考 |
| 00:00:43,000 | 00:00:46,000 | 等一下阮次長拜託 |
| 00:00:46,000 | 00:00:49,000 | 我們就請主席請他針對 |
| 00:00:49,000 | 00:00:51,000 | 國安基金要不要復盤 |
| 00:00:51,000 | 00:00:54,000 | 這個事情給我們一個明確的方向 |
| 00:00:54,000 | 00:00:56,000 | 我個人是覺得 |
| 00:00:56,000 | 00:00:58,000 | 國安基金的設計 |
| 00:00:58,000 | 00:01:01,000 | 是當這個市場失靈 |
| 00:01:01,000 | 00:01:03,000 | 當初在1999年 |
| 00:01:03,000 | 00:01:06,000 | 因為李前總統因應了 |
| 00:01:06,000 | 00:01:08,000 | 這個德國之音 |
| 00:01:08,000 | 00:01:12,000 | 他發表兩岸式特殊的兩國論之前 |
| 00:01:12,000 | 00:01:14,000 | 他算到可能會緊張 |
| 00:01:14,000 | 00:01:17,000 | 就是非經濟因素造成 |
| 00:01:17,000 | 00:01:20,000 | 恐慌股市的暴跌 |
| 00:01:20,000 | 00:01:22,000 | 所以才成立國安基金 |
| 00:01:22,000 | 00:01:24,000 | 可是國安基金到目前為止 |
| 00:01:24,000 | 00:01:26,000 | 他所動用好幾次 |
| 00:01:26,000 | 00:01:29,000 | 每一次都沒有超過1000億 |
| 00:01:29,000 | 00:01:33,000 | 各位最多的幾百億而已 |
| 00:01:33,000 | 00:01:35,000 | 有一次勉強到1000億左右 |
| 00:01:35,000 | 00:01:37,000 | 或者超過什麼 |
| 00:01:37,000 | 00:01:39,000 | 所以國安基金其實是 |
| 00:01:39,000 | 00:01:41,000 | Lip Service |
| 00:01:41,000 | 00:01:43,000 | LIP |
| 00:01:43,000 | 00:01:45,000 | 嘴巴在服務 |
| 00:01:45,000 | 00:01:47,000 | 就是他是個信心的展示 |
| 00:01:47,000 | 00:01:49,000 | 政府關心了 |
| 00:01:49,000 | 00:01:51,000 | 大家不用怕 |
| 00:01:51,000 | 00:01:53,000 | 但是要前提是什麼 |
| 00:01:53,000 | 00:01:55,000 | 前提是市場失靈 |
| 00:01:55,000 | 00:01:57,000 | 什麼叫市場失靈 |
| 00:01:57,000 | 00:01:59,000 | 我要賣賣不掉 |
| 00:01:59,000 | 00:02:00,000 | 沒有量 |
| 00:02:00,000 | 00:02:02,000 | 像古板龍前財政部長 |
| 00:02:02,000 | 00:02:05,000 | 宣布課徵證所說的時候 |
| 00:02:05,000 | 00:02:08,000 | 19天無量下跌 |
| 00:02:08,000 | 00:02:10,000 | 那時候市場失靈的 |
| 00:02:10,000 | 00:02:12,000 | 那時候國安基金進場 |
| 00:02:12,000 | 00:02:14,000 | 絕對是正確的 |
| 00:02:14,000 | 00:02:16,000 | 那我一回過往 |
| 00:02:16,000 | 00:02:18,000 | 像我們現在國安基金老實講 |
| 00:02:18,000 | 00:02:20,000 | 挺尷尬的啦 |
| 00:02:20,000 | 00:02:22,000 | 因為量有啊 |
| 00:02:22,000 | 00:02:24,000 | 昨天還超過1000億 |
| 00:02:24,000 | 00:02:26,000 | 你說成交量有 |
| 00:02:26,000 | 00:02:28,000 | 但股市跌 |
| 00:02:28,000 | 00:02:30,000 | 對我個人來講 |
| 00:02:30,000 | 00:02:32,000 | 我長期在財政委員會 |
| 00:02:32,000 | 00:02:34,000 | 股市我關心的是量 |
| 00:02:34,000 | 00:02:36,000 | 量就代表市場 |
| 00:02:36,000 | 00:02:38,000 | 就代表這裡有沒有市場 |
| 00:02:38,000 | 00:02:40,000 | 量夠大就代表這裡有市場 |
| 00:02:40,000 | 00:02:42,000 | 其實要管的是管量 |
| 00:02:42,000 | 00:02:44,000 | 價的話尊重市場 |
| 00:02:44,000 | 00:02:46,000 | 價當然影響很多 |
| 00:02:46,000 | 00:02:48,000 | 政府了不起就是信心喊話 |
| 00:02:48,000 | 00:02:50,000 | 不過我今天也來了 |
| 00:02:50,000 | 00:02:52,000 | 好不容易我們的主席英明 |
| 00:02:52,000 | 00:02:54,000 | 可以請到央行的副總裁 |
| 00:02:54,000 | 00:02:56,000 | 嚴中大 |
| 00:02:56,000 | 00:02:58,000 | 請你回去告訴總裁 |
| 00:02:58,000 | 00:03:00,000 | 總裁這個金口不能亂開 |
| 00:03:00,000 | 00:03:02,000 | 我們要開就請他來立法院 |
| 00:03:02,000 | 00:03:04,000 | 我們請主席多請他來 |
| 00:03:04,000 | 00:03:06,000 | 他不太願意來金管 |
| 00:03:06,000 | 00:03:08,000 | 藍牌會 |
| 00:03:08,000 | 00:03:10,000 | 他一開口啊 |
| 00:03:10,000 | 00:03:12,000 | 央行總裁一開口提醒你 |
| 00:03:12,000 | 00:03:14,000 | 沒多久股市一定爆底 |
| 00:03:14,000 | 00:03:16,000 | 其實我看好幾次 |
| 00:03:16,000 | 00:03:18,000 | 你看他這一次就講 |
| 00:03:18,000 | 00:03:20,000 | 他這次講前幾天講的 |
| 00:03:20,000 | 00:03:22,000 | 他很注意喔 |
| 00:03:22,000 | 00:03:24,000 | 不是AI的問題喔 |
| 00:03:24,000 | 00:03:26,000 | 是西洋槓槓的問題喔 |
| 00:03:26,000 | 00:03:28,000 | 四代同堂六代同堂 |
| 00:03:28,000 | 00:03:30,000 | 他講的太夢對 |
| 00:03:30,000 | 00:03:32,000 | 可是因為他叫央行總裁 |
| 00:03:32,000 | 00:03:34,000 | 他叫楊金龍 |
| 00:03:34,000 | 00:03:36,000 | 他出來就很強烈的 |
| 00:03:36,000 | 00:03:38,000 | 正式的政策的 |
| 00:03:38,000 | 00:03:40,000 | 暗示 |
| 00:03:40,000 | 00:03:42,000 | 那就是資金要緊縮了 |
| 00:03:42,000 | 00:03:44,000 | 他觀察最清楚你會錢怎麼留 |
| 00:03:44,000 | 00:03:46,000 | 股票市場就是 |
| 00:03:46,000 | 00:03:48,000 | 他知道錢怎麼留 |
| 00:03:48,000 | 00:03:50,000 | 所以這一次給我們汪寧 |
| 00:03:50,000 | 00:03:52,000 | 只是大家學的不夠聰明 |
| 00:03:52,000 | 00:03:54,000 | 我在台灣這麼久認識他 |
| 00:03:54,000 | 00:03:56,000 | 也是不夠聰明 |
| 00:03:56,000 | 00:03:58,000 | 以後就知道只要總裁講話 |
| 00:03:58,000 | 00:04:00,000 | 差不多你就準備 |
| 00:04:00,000 | 00:04:02,000 | 落跑是沒什麼錯 |
| 00:04:02,000 | 00:04:04,000 | 看起來就這個樣子 |
| 00:04:04,000 | 00:04:06,000 | 對不起再給我幾分鐘喔 |
| 00:04:06,000 | 00:04:08,000 | 所以這是第一個我提到大家所關心的 |
| 00:04:08,000 | 00:04:10,000 | 這個題目 |
| 00:04:10,000 | 00:04:12,000 | 第二個跟這個關聯有影響 |
| 00:04:12,000 | 00:04:14,000 | 買買經濟現在政府號稱 |
| 00:04:14,000 | 00:04:16,000 | 經濟部最喜歡吹這個牛 |
| 00:04:16,000 | 00:04:18,000 | 財經部門最喜歡吹這個牛 |
| 00:04:18,000 | 00:04:20,000 | 哇 我們經濟成長率 |
| 00:04:20,000 | 00:04:22,000 | GDP今年上漢10% |
| 00:04:22,000 | 00:04:24,000 | 現在即便再怎麼樣也9% |
| 00:04:24,000 | 00:04:26,000 | 股市現在也9% |
| 00:04:26,000 | 00:04:28,000 | 好高耶 |
| 00:04:28,000 | 00:04:30,000 | 高於對岸中國大陸 |
| 00:04:30,000 | 00:04:32,000 | 中國大陸了不起5 |
| 00:04:32,000 | 00:04:34,000 | 甚至於不到5 |
| 00:04:34,000 | 00:04:36,000 | 但是老百姓有敢嗎 |
| 00:04:36,000 | 00:04:38,000 | 我舉個例子 |
| 00:04:38,000 | 00:04:40,000 | 主計總署最近公佈的 |
| 00:04:40,000 | 00:04:42,000 | 我們的平均薪資是4.8萬 |
| 00:04:42,000 | 00:04:44,000 | 但是 |
| 00:04:44,000 | 00:04:46,000 | 3分之2以上的人 |
| 00:04:46,000 | 00:04:48,000 | 將近7成 |
| 00:04:48,000 | 00:04:50,000 | 領不到平均薪資4.8萬 |
| 00:04:50,000 | 00:04:52,000 | 這就是可行經濟 |
| 00:04:52,000 | 00:04:54,000 | 而且蓋一個數字 |
| 00:04:54,000 | 00:04:56,000 | 當GDP成長的時候 |
| 00:04:56,000 | 00:04:58,000 | 給勞工的那一部分 |
| 00:04:58,000 | 00:05:00,000 | 只有台灣比1% |
| 00:05:00,000 | 00:05:02,000 | 50% |
| 00:05:02,000 | 00:05:04,000 | 其他日本歐盟美國 |
| 00:05:04,000 | 00:05:06,000 | 都是高於50% |
| 00:05:06,000 | 00:05:08,000 | 請再給我3分鐘 |
| 00:05:08,000 | 00:05:10,000 | 都高於50% |
| 00:05:10,000 | 00:05:12,000 | 只有台灣 |
| 00:05:12,000 | 00:05:14,000 | 當我們的經濟成長的時候 |
| 00:05:14,000 | 00:05:16,000 | 最大的受益者是誰 |
| 00:05:16,000 | 00:05:18,000 | 就是資本家 |
| 00:05:18,000 | 00:05:20,000 | 相對的勞工 |
| 00:05:20,000 | 00:05:22,000 | 一般的受薪階級 |
| 00:05:22,000 | 00:05:24,000 | 沒有看到物價 |
| 00:05:24,000 | 00:05:26,000 | 不斷的上漲之後 |
| 00:05:28,000 | 00:05:30,000 | 讓到他漲得有限 |
| 00:05:30,000 | 00:05:32,000 | 但是物價漲得這麼的高 |
| 00:05:32,000 | 00:05:34,000 | 現在的便當 |
| 00:05:34,000 | 00:05:36,000 | 前一天前幾天 |
| 00:05:36,000 | 00:05:38,000 | 不是講嗎 |
| 00:05:38,000 | 00:05:40,000 | 財政委員會的便當不好吃 |
| 00:05:40,000 | 00:05:42,000 | 財政委員會 |
| 00:05:42,000 | 00:05:44,000 | 我們的工作同仁 |
| 00:05:44,000 | 00:05:46,000 | 說不錯啊100塊 |
| 00:05:46,000 | 00:05:48,000 | 你到底是 |
| 00:05:48,000 | 00:05:50,000 | 買菜100塊怎麼買的 |
| 00:05:50,000 | 00:05:52,000 | 可以吃的便當 |
| 00:05:52,000 | 00:05:54,000 | 有人這樣講 |
| 00:05:54,000 | 00:05:56,000 | 所以這個 |
| 00:05:56,000 | 00:05:58,000 | 你就發現老百姓賺的錢是固定的 |
| 00:05:58,000 | 00:06:00,000 | 但是呢 |
| 00:06:00,000 | 00:06:02,000 | 物價一直漲 |
| 00:06:02,000 | 00:06:04,000 | 所以大家看到有小白 |
| 00:06:04,000 | 00:06:06,000 | 那個年輕人 |
| 00:06:06,000 | 00:06:08,000 | 手機都在看股票 |
| 00:06:08,000 | 00:06:10,000 | 有人把工作辭掉 |
| 00:06:10,000 | 00:06:12,000 | 有人把房子去貸款 |
| 00:06:12,000 | 00:06:14,000 | 就是股票所以會有四代同堂 |
| 00:06:14,000 | 00:06:16,000 | 六代同堂等等的 |
| 00:06:16,000 | 00:06:18,000 | 這個一來就造成K型 |
| 00:06:18,000 | 00:06:20,000 | 更加的嚴重 |
| 00:06:20,000 | 00:06:22,000 | 那有人講說那我們就採取稅制 |
| 00:06:22,000 | 00:06:24,000 | 其實 |
| 00:06:24,000 | 00:06:26,000 | 回去暖次長 |
| 00:06:26,000 | 00:06:28,000 | 其實真正能夠 |
| 00:06:28,000 | 00:06:30,000 | 稍微平衡一下 |
| 00:06:30,000 | 00:06:32,000 | 貧富差距 |
| 00:06:32,000 | 00:06:34,000 | 就是財政部稅制 |
| 00:06:34,000 | 00:06:36,000 | 但是我們現在不可能課政治部稅 |
| 00:06:36,000 | 00:06:38,000 | 我們現在政教稅給你上下其中 |
| 00:06:38,000 | 00:06:40,000 | 政教稅收入荷包滿滿 |
| 00:06:40,000 | 00:06:42,000 | 繼續這樣課沒有問題 |
| 00:06:42,000 | 00:06:44,000 | 但是 |
| 00:06:44,000 | 00:06:46,000 | 應該認真去思考 |
| 00:06:46,000 | 00:06:48,000 | 學美國加州 |
| 00:06:48,000 | 00:06:50,000 | 資產超過一定的程度 |
| 00:06:50,000 | 00:06:52,000 | 我跟你扣5%的 |
| 00:06:52,000 | 00:06:54,000 | 戶人稅 |
| 00:06:54,000 | 00:06:56,000 | 或者看幾%這個以前 |
| 00:06:56,000 | 00:06:58,000 | 又有人提到戶人稅 |
| 00:06:58,000 | 00:07:00,000 | 針對特別有錢的 |
| 00:07:00,000 | 00:07:02,000 | 我就課你稅他也不痛不癢 |
| 00:07:02,000 | 00:07:04,000 | 老實講 |
| 00:07:04,000 | 00:07:06,000 | 加州就這樣做美國已經這樣做了 |
| 00:07:06,000 | 00:07:08,000 | 這是我強調的第二點 |
| 00:07:08,000 | 00:07:10,000 | 第三點 |
| 00:07:10,000 | 00:07:12,000 | 我要提到的 |
| 00:07:12,000 | 00:07:14,000 | 金管會要努力一下 |
| 00:07:14,000 | 00:07:16,000 | 我們現在所有的股票在漲 |
| 00:07:16,000 | 00:07:18,000 | 都是AI批評漲 |
| 00:07:18,000 | 00:07:20,000 | 報跌的時候AI領頭 |
| 00:07:20,000 | 00:07:22,000 | 報跌但是傳統股 |
| 00:07:22,000 | 00:07:24,000 | 沒有漲跌有分漲沒分 |
| 00:07:24,000 | 00:07:26,000 | 跌有分 |
| 00:07:26,000 | 00:07:28,000 | 你們提了老半天金管會主委 |
| 00:07:28,000 | 00:07:30,000 | 彭主委講得很大聲 |
| 00:07:30,000 | 00:07:32,000 | 有樸益計畫 |
| 00:07:32,000 | 00:07:34,000 | 樸益計畫說 |
| 00:07:34,000 | 00:07:36,000 | 幫忙那些非AI股的 |
| 00:07:36,000 | 00:07:38,000 | 特別是小型股 |
| 00:07:38,000 | 00:07:40,000 | 到現在呢 |
| 00:07:40,000 | 00:07:42,000 | 也半年過去了成效不怎麼樣 |
| 00:07:42,000 | 00:07:44,000 | 一片空白 |
| 00:07:44,000 | 00:07:46,000 | 我們看還是AI |
| 00:07:46,000 | 00:07:48,000 | 在領領漲領跌 |
| 00:07:48,000 | 00:07:50,000 | 其他的股都在旁邊 |
| 00:07:50,000 | 00:07:52,000 | 看就是看的流口水 |
| 00:07:52,000 | 00:07:54,000 | 漲可是跌他有分 |
| 00:07:54,000 | 00:07:56,000 | 漲沒有分 |
| 00:07:56,000 | 00:07:58,000 | 像問題是整個社會 |
| 00:07:58,000 | 00:08:00,000 | 經濟社會是這樣的一個秩序 |
| 00:08:00,000 | 00:08:02,000 | 那就是平則 |
| 00:08:02,000 | 00:08:04,000 | 月平負之月負 |
| 00:08:04,000 | 00:08:06,000 | 產業也是一樣 |
| 00:08:06,000 | 00:08:08,000 | 跟得上這個 |
| 00:08:08,000 | 00:08:10,000 | 變成的最近我們要省 |
| 00:08:10,000 | 00:08:12,000 | 那個無人機產業 |
| 00:08:12,000 | 00:08:14,000 | 金光股基本面不怎麼樣 |
| 00:08:14,000 | 00:08:16,000 | 你看EPS |
| 00:08:16,000 | 00:08:18,000 | 也沒有一塊錢幾毛錢 |
| 00:08:18,000 | 00:08:20,000 | 漲到兩三百塊這樣不便漲 |
| 00:08:20,000 | 00:08:22,000 | 這都是 |
| 00:08:22,000 | 00:08:24,000 | 你就發現到台積電 |
| 00:08:24,000 | 00:08:26,000 | 基本面多好 |
| 00:08:26,000 | 00:08:28,000 | 就是股票漲跌 |
| 00:08:28,000 | 00:08:30,000 | 韓國的SK什麼的 |
| 00:08:30,000 | 00:08:32,000 | 一樣 |
| 00:08:32,000 | 00:08:34,000 | 基本面非常好 |
| 00:08:34,000 | 00:08:36,000 | 結果他們的法輸化通能被人發揮 |
| 00:08:36,000 | 00:08:38,000 | 這才是最大問題 |
| 00:08:38,000 | 00:08:40,000 | 所以這裡面今天主席 |
| 00:08:40,000 | 00:08:42,000 | 英明提這個題目 |
| 00:08:42,000 | 00:08:44,000 | 這是一個大哉問非常大的題目 |
| 00:08:44,000 | 00:08:46,000 | 但是我不認為今天看完會有一個 |
| 00:08:46,000 | 00:08:48,000 | 好的一個答案 |
| 00:08:48,000 | 00:08:50,000 | 可能最後的答案就是 |
| 00:08:50,000 | 00:08:52,000 | 投資人台灣人 |
| 00:08:52,000 | 00:08:54,000 | 各自自求多福 |
| 00:08:54,000 | 00:08:56,000 | 多看看多聽聽 |
| 00:08:56,000 | 00:08:58,000 | 我就講了各位 |
| 00:08:58,000 | 00:09:00,000 | 多聽聽這個 |
| 00:09:00,000 | 00:09:02,000 | 央行總裁的講的話 |
| 00:09:02,000 | 00:09:04,000 | 多聽聽金管委主委講的話 |
| 00:09:04,000 | 00:09:06,000 | 多聽聽財政部 |
| 00:09:06,000 | 00:09:08,000 | 這幾個山巨頭他們講的話 |
| 00:09:08,000 | 00:09:10,000 | 其實都有意義的 |
| 00:09:10,000 | 00:09:12,000 | 只要他出來講說喔 |
| 00:09:12,000 | 00:09:14,000 | 要注意貸款注意這個 |
| 00:09:14,000 | 00:09:16,000 | 融資啊什麼之類的 |
| 00:09:16,000 | 00:09:18,000 | 就代表某種程度在閒說 |
| 00:09:18,000 | 00:09:20,000 | 或者他看到什麼東西 |
| 00:09:20,000 | 00:09:22,000 | 一切都看到了只是提早跟你講 |
| 00:09:22,000 | 00:09:24,000 | 你要跟得上這個腳步啦 |
| 00:09:24,000 | 00:09:26,000 | 要不然吃虧都是自己 |
| 00:09:26,000 | 00:09:28,000 | 我簡單的這個報告跟各位講 |
| 00:09:28,000 | 00:09:30,000 | 今天題目排的話 |
| 00:09:30,000 | 00:09:32,000 | 我就是有感 |
| 00:09:32,000 | 00:09:34,000 | 找不到出口處 |
| 00:09:34,000 | 00:09:36,000 | 今天有這樣的出口 |
| 00:09:36,000 | 00:09:40,000 | 我覺得刷短貧富差距 |
| 00:09:40,000 | 00:09:42,000 | 財政部責無旁貸 |
| 00:09:42,000 | 00:09:44,000 | 責無旁貸央行也有責任 |
| 00:09:44,000 | 00:09:46,000 | 老實講金管會 |
| 00:09:46,000 | 00:09:48,000 | 對於發展 |
| 00:09:48,000 | 00:09:50,000 | 中小企業 |
| 00:09:50,000 | 00:09:52,000 | 比較沒有亮的亮眼的 |
| 00:09:52,000 | 00:09:54,000 | 不錯體質的 |
| 00:09:54,000 | 00:09:56,000 | 要怎麼樣多介紹介紹啦 |
| 00:09:56,000 | 00:10:00,000 | 這個都是對我們投資者都有幫助 |
| 00:10:00,000 | 00:10:02,000 | 這是簡單的跟各位做報告 |
| 00:10:02,000 | 00:10:04,000 | 也請各位指教 |
| 00:10:04,000 | 00:10:06,000 | 再跟各位時間多不好意思 |
| 00:10:06,000 | 00:10:08,000 | 請各位指教謝謝 |
| 00:10:10,000 | 00:10:12,000 | 謝謝類似保護委員 |
| 00:10:12,000 | 00:10:16,000 | 那接下來請第二位我們蔡明芳蔡教授歡迎您 |