EP3 解密台灣軍工產業的投資機會 episode artwork

EPISODE · Sep 4, 2025 · 4 MIN

EP3 解密台灣軍工產業的投資機會

from 楊博財金:揭密投信基金操盤絕技 · host 楊博士

近年來,隨著地緣政治的變動與政府政策的推動,這個產業已經走進資本市場的聚光燈下。首先,我們必須理解,軍工產業的發展並非偶然,而是由幾個重要的因素所驅動。軍工產業是一個典型的「政策驅動型」產業。當政府因應國家安全需求,大幅增加國防預算,這些龐大的支出會像一顆石頭丟進水池,產生漣漪效應。國防部投入數千億台幣進行「國機國造」、「國艦國造」。這筆錢不會只留在國防部。它會流向飛機製造商、造船廠、電子零組件廠、材料供應商等,這些廠商拿到訂單後,會再向其下游供應商採購。最終結果,整個產業鏈因此被帶動,形成龐大的經濟活動。 -- Hosting provided by SoundOn

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