Skip to content
為何「台灣病」本質是政策陷阱?程世嘉:央行處境尷尬像人質...若台幣大幅升值,壽險業曝險將蒸發 | Morning早安學 EP1314 episode artwork

EPISODE · Nov 26, 2025 · 20 MIN

為何「台灣病」本質是政策陷阱?程世嘉:央行處境尷尬像人質...若台幣大幅升值,壽險業曝險將蒸發 | Morning早安學 EP1314

from 今周大耳朵 · host 今周刊Business Today

《經濟學人》日前以「台灣病」(Taiwan Disease)為題,談論台灣強勁出口背後,貨幣卻長期被低估以及潛在的金融風險,央行則做出回應澄清,指大麥克指數用來評估匯率並不恰當,更反過來以「iPhone售價」換算,新台幣兌美元匯率反高估17.1%。 愛卡拉共同創辦人暨執行長程世嘉15日在臉書發文指出,台灣的困境是一個環環相扣的「系統」問題,央行目前的處境尷尬,如果放手讓台幣大幅升值,那龐大的未避險部位恐瞬間蒸發。 - 撰文|黃明惠 整理 文章連結|https://reurl.cc/LQNXLK - ★立即加入Podcast專屬交流社群 | https://lihi.cc/cL6aH -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Nov 26, 2025

Embed this episode

Ready to play

為何「台灣病」本質是政策陷阱?程世嘉:央行處境尷尬像人質...若台幣大幅升值,壽險業曝險將蒸發 | Morning早安學 EP1314

0:00 20:01

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of 今周大耳朵?

This episode is 20 minutes long.

When was this 今周大耳朵 episode published?

This episode was published on November 26, 2025.

Can I download this 今周大耳朵 episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!