瑞閣快訊 26/05/2025

本集深入探討波蘭經濟的驚人增長與全球科技競爭的最新動態。從 Unilever 和 Canpack 在比得哥什的投資熱潮，到波蘭玩具出口中國暴增 300%，我們分析了波蘭製造業與消費品市場的投資潛力。同時，馬克宏的法國「第三選擇」計劃、台積電的 AI 轉型，以及 Nvidia 在美中芯片戰中的角色，揭示了科技與地緣政治如何重塑投資版圖。此外，波蘭基建需求、總統選舉動盪、特朗普關稅退讓及 InPost 抗議等熱點，提 This episode dives into Poland’s economic rise and the latest in global tech competition. From Unilever and Canpack’s investment boom in Bydgoszcz to Poland’s toy exports to China soaring 300%, we analyze opportunities in manufacturing and consumer goods. We also explore Macron’s “third option” for France, TSMC’s AI pivot, and Nvidia’s role in the US-China chip war, revealing how tech and geopolitics reshape investments. Plus, Poland’s infrastructure surge, presidential election turmoil, Trump’s tariff reversal, and InPost’s courier protests offer diverse opportunities and risks. Tune in to discover how to seize the next wave of global economic growth!