市場觀測站EP121｜關稅+台幣升值雙重壓力台鏈得盡快整隊救自己！feat.台灣經濟研究院新興市場中心主任劉名寰

新台幣匯率驚嚇尚未退去，Select USA選擇美國投資高峰會和COMPUTEX台北國際電腦展接連登場，台美供應鏈跨海大會合，加徵關稅如何分擔是業界首要焦點，接著還有更多的生產線移動沙盤等待推演。台廠供應鏈重組救自己，現在開始的每一步都是關鍵。 🎙主持人：工商時報編輯部副主任 #陳碧芬 🎙來賓：台灣經濟研究院新興市場中心主任 #劉名寰 🖊本集重點： 1. 大軍移動先備草糧，參與美國市場先做好家庭作業 2. 新台幣領軍亞幣走強，預期升值心理「到此為此」 3. 台廠出口價格競爭力，匯率加疊關稅最終決定 4. 移出中國、移入東南亞躱關稅，台廠供應鏈恐全白作工 5. 台美供應鏈要緊密聯盟，半導體加徵關稅卻成新壓力點 6. 全球新經濟模型正在形成，印度、墨西哥可殺出重圍 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀 **【📧歡迎來信】** 想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP121｜關稅+台幣升值雙重壓力台鏈得盡快整隊救自己！feat.台灣經濟研究院新興市場中心主任劉名寰

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