市場觀測站EP168│美伊停火難緩油市驚魂第二輪通膨效應將至？ feat.華南銀行徵信產經研究部經理張惠龍

中東局勢動盪威脅全球能源供應。美伊停火雖暫緩緊張，但荷姆茲海峽「武器化」風險仍籠罩。能源進口依賴度高達95.8％的台灣，目前雖靠凍漲政策暫壓通膨，但隨成本向製造與服務業擴散，第二波輸入型通膨仍難避免，第二季經濟也可能轉弱。產經專家建議，台灣應從來源分散、儲備韌性、結構多元三大方向強化能源安全網。這不僅是國安與產業競爭力的核心，更是企業不可或缺的避險思維。 🎙️主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬 🎙️來賓：華南銀行徵信產經研究部經理 #張惠龍 🖊本集重點： 1. 現貨價格居高不下揭露能源供應斷鏈真相 2.荷姆茲海峽咽喉遭鎖真正風險不只油價 3.亞洲海嘯第一排依賴越深壓力越大 4.台灣雙緩機制先擋首波通膨後座力待觀察 5.結構單一為最大風險專家促多元化能源佈局 6.強化能源自主守護高科技產業競爭力關鍵 ☆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EP168│美伊停火難緩油市驚魂第二輪通膨效應將至？ feat.華南銀行徵信產經研究部經理張惠龍

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