「對等關稅」利空出盡了？台幣貶值已觸頂？市場真的完全消化預期了嗎？｜2025-07-14

from 投資不踩雷 · host 夏韻芬

美國總統川普陸續發函通知各國對等關稅調整稅率，逼迫貿易夥伴加速達成協議，否則新稅率就將在8月1日生效，各國雖努力協商，最終恐怕仍難逃「被達成協議」命運，就算已經達成協議的國家，像是越南和中國，具體協議內容依舊不透明不公開。川普是不是藉著這場貿易談判大搞密室政治？台灣要拿什麼跟川普交換？股匯市會有什麼反應？而川普任期有時盡，關稅衝擊無絕期，在川普四年任期之後，世界貿易又會走向什麼格局？美國會不會修正孤立主義路線？全球化市場是不是回不去了？主持：夏韻芬來賓：譚耀南（匯理國際政策諮詢集團董事長）、周岐原（資深媒體人）（本集 7/13 於鏡新聞首播，7/14 鏡好聽播出） Podcast聲音後製：劉寶苓

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「對等關稅」利空出盡了？台幣貶值已觸頂？市場真的完全消化預期了嗎？｜2025-07-14

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