
專業財經媒體第一選擇。 《工商時報》創刊於1978年12月1日,是一份積極報導經濟事務、國際貿易、國際財經、兩岸財經、投資理財、股市分析為主軸的專業財經報紙。 【市場觀測站】評析市場走勢、闡釋國際金融行情,提供讀者前瞻指引,洞察全球市場動向。 ☆更多收聽平台:lihi3.cc/P8PIe ☆想敲碗、建議,歡迎來信:cteepodcast@gmail.com ---- 讓您掌握先機,投資無往不利 ✔️瀏覽工商時報官網 :ctee.com.tw/ ✔️訂閱工商時報YT:pse.is/4uhbph ✔️追蹤工商時報FB:www.facebook.com/ctee.fans/ ✔️加入工商時報LINE:line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 171 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | Business NewsBusinessNews |

美國川普政府指定台灣必須關稅綁定投資,半導體業可藉赴美設廠、免稅配額及自由貿易區降低稅負。9/3上路的無人機課徵最高100%關稅,原產地證明已不足以通關,業者還須掌握物料清單、關鍵技術及各層供應商來源。這張昂貴的「美國製造入場券」,正深刻改變全球供應鏈版圖,經濟學者建議,台廠的解方不只是移動產地,而是提高產品差異化,從智慧製造走向產品與服務AI化,投資人也可準此評估個股的真實價值。
🎙️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:中華經濟研究院副院長 #陳信宏
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台灣半導體供應鏈出海,引發資金緊俏與產業掏空疑慮。經濟學者指出,台廠外擴張雖有風險,卻也是台灣產業尋找新成長曲線的必經之路。剖析當前全球佈局呈現「多國本土化」特徵,企業藉此適應不同市場,台積美國廠雖已獲利,卻也面臨政策變數、文化衝突與資源限制等挑戰。台廠需推動從「守住產能」到「掌握大腦」的轉型,需憑藉緊密的「共同創新」網絡,在先進封裝、智慧製造等領域仍掌握主導權。
🎙️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:中華經濟研究院副院長 #陳信宏
🖊本集重點: more
韓股急跌後強彈、日債殖利率攀抵30年高點,美日聯手干預也難擋日圓重返160關卡,顯示東北亞市場已進入政策、匯率與AI資本支出交互牽動的新階段。首席經濟學家指出,台、日、韓在AI供應鏈各有優勢,此輪修正並非單純的漲多回檔,而是對企業健康資產負債表的嚴格檢視;新一波行情也只問誰接到訂單,還需防範發債潮形成資金排擠。日本熊本大地震更敲響警鐘,提醒市場供應鏈過度集中的風險。這場轉型牛市中,最後誰會勝出?
🎙️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:富邦金控首席經濟學家... more
美國通膨降溫,暫時壓低9月升息預期,AI基礎建設與記憶體股率先反彈,但長債殖利率與期限溢酬仍處高檔,市場尚未解除股債再定價的重重壓力。金控首席經濟學家指出,貨幣政策淡化前瞻指引後,投資決策不能再只押注下一次利率動向,必須同步追蹤通膨、就業、能源價格與融資成本;投資布局更需保留調整空間,提高資產配置的韌性,才得以因應突發的市場意外。
🎙️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:富邦金控首席經濟學家 #羅瑋
🖊本集重點:
通膨降溫 長債壓力仍未退
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謝謝工商時報 聽完沒學到工商知識,倒是我的台灣價值更高了
追蹤一陣子,覺得主持人跟來賓越來越有互動,獲益良多
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工商時報Podcast launched 3 years ago and published 171 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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