{"error":false,"id":["153734"],"data":{"IVOD_ID":153734,"IVOD_URL":"https://ivod.ly.gov.tw/Play/Clip/1M/153734","日期":"2024-06-06","會議資料":{"會議代碼":"委員會-11-1-20-16","會議代碼:str":"第11屆第1會期財政委員會第16次全體委員會議","屆":11,"會期":1,"會次":16,"臨時會會次":null,"種類":"委員會","委員會代碼":[20],"委員會代碼:str":["財政委員會"],"標題":"第11屆第1會期財政委員會第16次全體委員會議"},"影片種類":"Clip","開始時間":"2024-06-06T11:23:53+08:00","結束時間":"2024-06-06T11:34:58+08:00","影片長度":"00:11:05","支援功能":["ai-transcript","gazette"],"video_url":"https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/0d7b1f4370c473d56f5b8af0e858802e2248f66a23a11b53ee56b966b91e113054c550af5f56c1715ea18f28b6918d91.mp4/playlist.m3u8","委員名稱":"羅明才","委員發言時間":"11:23:53 - 11:34:58","會議時間":"2024-06-06T09:00:00+08:00","會議名稱":"立法院第11屆第1會期財政委員會第16次全體委員會議（事由：邀請中央銀行楊總裁金龍就「日圓貶值效應會否導致亞洲貨幣競貶，及對台灣經濟影響」進行專題報告，並備質詢；另邀請經濟部列席備詢。\n【6月3日及6日二天一次會】）","gazette":{"lineno":741,"blocks":[["羅委員明才：（11時24分）主席、各位委員、出列席官員，大家好。主席，可不可以邀請楊總裁？"],["主席：好，請楊總裁。"],["羅委員明才：楊總裁，你好。"],["楊總裁金龍：羅委員早。"],["羅委員明才：你現在心情還好嗎？"],["楊總裁金龍：都好啊！"],["羅委員明才：看你這幾年來的表現，就和臺幣對美元的匯率一樣，很穩定。"],["楊總裁金龍：我們的匯率是很穩定啦！對，沒有錯。"],["羅委員明才：不管環境怎麼變化，你大概都會像小說中的至理名言「他強由他強，清風拂山崗，他恨任他恨，明月照大江。」以前彭淮南是柳樹理論，楊金龍是有一個新的平衡理論，就是不會受環境影響，而且心裡有定見。所以新臺幣對美元的匯率，看起來大概都是持平的，就在你設想的區間，在總裁的防線左右兩邊。貶到最低時大概是多少？"],["楊總裁金龍：我們最低好像就是到三十二點六七餘元吧！"],["羅委員明才：所以這是一條線。那強的時候呢？"],["楊總裁金龍：我們強的時候也是到二十七點六餘元的樣子。"],["羅委員明才：27元大概是彭淮南的防線，這二、三十年來，故事不斷在那邊重複演出。"],["楊總裁金龍：不過我要向委員報告，確實，匯率本身就是有一個……"],["羅委員明才：有好有壞啦！不過基本上本席還是讚佩啦！"],["楊總裁金龍：謝謝啦！委員的誇獎，我們真的很受用。"],["羅委員明才：也謝謝央行啦！每年都繳了很多錢給國庫。去年繳多少？"],["楊總裁金龍：謝謝啦！我們去年繳1,850億元左右。"],["羅委員明才：今年呢？"],["楊總裁金龍：今年我們的預算因為美國的利率提高，所以我們繳了2,000億元，不過我……"],["羅委員明才：增加了？"],["楊總裁金龍：對，我們有增加。"],["羅委員明才：其實應該不只啦！從央行的外匯存底比重來看的話，現在美元的部位有沒有增加？是六成多嗎？"],["楊總裁金龍：當然，我們美元的部位也是時常在檢討。第二個，美元的部位和其他幣別的部位都是上上下下，不過它的上上下下和……"],["羅委員明才：是。有沒有六成多？如果和去年比起來，大概……"],["楊總裁金龍：大概差不多啦！變化不會很大。"],["羅委員明才：日圓的部分，5年前你們有沒有減持？"],["楊總裁金龍：有。向委員報告……"],["羅委員明才：減持你們就賺到了啊！"],["楊總裁金龍：對啦！我們日幣的部位……"],["羅委員明才：日幣大概算是雜幣的項目，是不是？因為主要都是美元、歐元。人民幣的部分，你們現在比重大概有多少？"],["楊總裁金龍：我們人民幣的比重也不高。"],["羅委員明才：也不高啦！大概2%左右。"],["楊總裁金龍：我的記憶力稍微有點……不高啦！主要還是美元，其他的加起來還是……"],["羅委員明才：記憶突然喪失，消失的暗室。因為日圓現在是歷史的低點，你們是否考慮大概在160元的時候大量買進？其實大家一直在問，奇怪！為什麼……"],["楊總裁金龍：我們外匯存底的……"],["羅委員明才：五千七百多億元。"],["楊總裁金龍：我們有外匯存底的manage管理準則，當然，第一個必須在適當的時間做調整。第二個，調整不能太頻繁。"],["羅委員明才：所以日圓的部分呢？"],["楊總裁金龍：如果調整太頻繁，市場會覺得中央銀行在市場speculation……"],["羅委員明才：總裁，現在和5年前比較，日圓在我們外匯存底的比重，大概下降百分之幾？"],["楊總裁金龍：事實上從5年前到目前，大概都很低啦！5年前就已經調整了。"],["羅委員明才：恭喜啊！因為現在比重很低，你們會不會考慮在這個時刻調整，也捧場一下，多買一些日圓？因為現在民眾……"],["楊總裁金龍：對啦！這個部分我們也在調整。委員，基本上你對manage的準則滿有sense的。"],["羅委員明才：本席有自己的見解啦！謝謝總裁抬愛。如果是本席的話，現在就會多換一點日圓，這樣的做法對嗎？因為你一直稱讚我啊！"],["楊總裁金龍：我想就個人的理財方式來說是可以的，但是……"],["羅委員明才：其實本席覺得分批買進也不錯，因為第一個，日本不會倒嘛！總裁，日本會不會倒？"],["楊總裁金龍：應該是不會啦！"],["羅委員明才：第二個就是它已經是歷史新低，反正就是加減買啦！因為以前最高的時候，日圓兌美元大概是80元，對不對？"],["楊總裁金龍：對，沒有錯。"],["羅委員明才：所以相對的，現在的160元很便宜啊！還有一個好處，國人都很喜歡到日本遊玩，所以可以加減買，個人的部分可以比照央行，買一個小水庫、小水位，當你的小孩、家人去日本，例如阿公、阿媽就可以拿一些私房錢給孫子到日本用，這樣也不錯，這是個人理財的部分。"],["楊總裁金龍：是，對啦！"],["羅委員明才：另外，本席再繞回來經濟發展的問題，是不是可以請經濟部林次長一起上台？"],["主席：好，請林次長。"],["羅委員明才：請問一下總裁，臺灣會不會像日本一樣有失落的30年？還是要借鏡啦！事實上臺灣不一樣，因為臺灣有護國神山，也因為有護國神山挺住，包括它的產業鏈。請問次長，整個股市如果是一個櫥窗，電子因為它非常的亮麗，占我們經濟發展的比重是多少？"],["林次長全能：目前比重應該超過五成以上。"],["羅委員明才：所以臺灣的發展和日本是不一樣的，我們是靠50%的電子產業撐住。請問一下次長，現在會不會再多另外一隻腳，就是另外一個護國神山？AI有沒有可能產生效應？"],["林次長全能：這個部分是有很大的發展潛力，而且我們的供應鏈能力，也能在這個面向發揮更好的價值。"],["羅委員明才：對。本席有看到NVIDIA AI未來的發展，他們的供應廠商，60%、65%都是臺灣的生產鏈。"],["林次長全能：是的。"],["羅委員明才：本席也問過他們，因為這是滿核心的問題，他們在選擇廠商的vendor code時，主要是以臺灣為主，當然還有日本的少許公司。請問一下次長，臺灣和日本比較的話，臺灣的優勢在哪裡？"],["林次長全能：第一個，我們供應鏈聚落的能量比較健全。"],["羅委員明才：對。所以黃仁勳Jensen說要來臺灣設廠，你們的態度是否歡迎？"],["林次長全能：當然，我們非常歡迎這樣的國際大廠到臺灣，和我們的供應鏈結合，創造更高的價值。"],["羅委員明才：是，謝謝。這真的是臺灣人的驕傲，以後不是只有張忠謀。我們希望能多出幾個張忠謀、黃仁勳，各方面的人才要多一點嘛！是不是？"],["林次長全能：是的。"],["羅委員明才：總裁，你覺得呢？"],["楊總裁金龍：委員說的沒有錯。"],["羅委員明才：那我要提醒總裁，現在金管會已經在推動虛擬資產的專法，要開始管理了。"],["楊總裁金龍：對。"],["羅委員明才：我們看到香港、新加坡，現在很多地方的資金都從那裡撤退了，因為他們管理趨於嚴格，所以希望總裁重視，這一塊也許是另外一隻腳，這是關於理財的部分。因為我們的金融占GDP的產值不到6%，在海外的部分，新加坡、香港都超過百分之十幾，所以要拜託你們，在金融管制方面，請總裁準備好，我們希望未來可以取代香港、新加坡，讓臺灣成為大家驕傲的亞洲營運理財中心，好不好？"],["楊總裁金龍：謝謝委員的指教，謝謝。"],["羅委員明才：可以嗎？"],["楊總裁金龍：謝謝。"],["羅委員明才：考不考慮以後買比特幣？本席在6,000元的時候和你說過，現在已經7萬元了，聽說還會漲到10萬元。"],["楊總裁金龍：謝謝。"],["羅委員明才：有沒有可能把虛擬資產納入外匯存底的項目？"],["楊總裁金龍：我們會注意它啦！但是目前還沒有這樣的考慮。"],["羅委員明才：你們的數位貨幣什麼時候提出？"],["楊總裁金龍：我們還是持續在進行。"],["羅委員明才：已經開始在做了嗎？"],["楊總裁金龍：我們有階段性的計畫，都安排的很好，謝謝你。"],["羅委員明才：什麼時候會亮相，並且對外公布？"],["楊總裁金龍：我們會報告進度。"],["羅委員明才：好，謝謝。"],["楊總裁金龍：謝謝。"],["主席：非常感謝羅明才召委，也請楊總裁、林次長回座，謝謝。"],["主席（羅委員明才）：下一位請林楚茵委員質詢。"]],"agenda":{"page_end":274,"meet_id":"委員會-11-1-20-16","speakers":["羅明才","林德福","吳秉叡","賴士葆","郭國文","賴惠員","顏寬恒","李彥秀","王鴻薇","李坤城","黃珊珊","伍麗華Saidhai‧Tahovecahe","王世堅","羅明才","林楚茵","廖先翔","謝衣鳯","葉元之","陳玉珍"],"page_start":229,"meetingDate":["2024-06-06"],"gazette_id":"1135801","agenda_lcidc_ids":["1135801_00004"],"meet_name":"立法院第11屆第1會期財政委員會第16次全體委員會議紀錄","content":"邀邀請中央銀行楊總裁金龍就「日圓貶值效應會否導致亞洲貨幣競貶，及對台灣經濟影響」進行\n專題報告，並備質詢；另邀請經濟部列席備詢","agenda_id":"1135801_00003"}},"transcript":{"pyannote":[{"speaker":"SPEAKER_00","start":1.0603437500000001,"end":4.840343750000001},{"speaker":"SPEAKER_00","start":5.4478437500000005,"end":7.16909375},{"speaker":"SPEAKER_00","start":11.809718750000002,"end":12.754718750000002},{"speaker":"SPEAKER_02","start":12.29909375,"end":12.704093750000002},{"speaker":"SPEAKER_02","start":12.754718750000002,"end":12.805343750000002},{"speaker":"SPEAKER_00","start":12.805343750000002,"end":12.974093750000002},{"speaker":"SPEAKER_02","start":12.974093750000002,"end":13.51409375},{"speaker":"SPEAKER_00","start":13.51409375,"end":15.032843750000001},{"speaker":"SPEAKER_02","start":15.285968750000002,"end":15.62346875},{"speaker":"SPEAKER_02","start":16.11284375,"end":17.12534375},{"speaker":"SPEAKER_00","start":17.26034375,"end":23.622218750000002},{"speaker":"SPEAKER_02","start":24.31409375,"end":26.305343750000002},{"speaker":"SPEAKER_00","start":25.25909375,"end":25.84971875},{"speaker":"SPEAKER_00","start":26.17034375,"end":27.65534375},{"speaker":"SPEAKER_02","start":26.60909375,"end":29.207843750000002},{"speaker":"SPEAKER_00","start":27.824093750000003,"end":33.696593750000005},{"speaker":"SPEAKER_00","start":34.439093750000005,"end":35.87346875},{"speaker":"SPEAKER_00","start":36.63284375,"end":38.38784375},{"speaker":"SPEAKER_00","start":38.84346875,"end":40.547843750000006},{"speaker":"SPEAKER_00","start":40.885343750000004,"end":42.58971875},{"speaker":"SPEAKER_00","start":42.85971875,"end":43.315343750000004},{"speaker":"SPEAKER_00","start":43.33221875,"end":45.45846875},{"speaker":"SPEAKER_00","start":45.812843750000006,"end":47.28096875},{"speaker":"SPEAKER_02","start":47.28096875,"end":47.65221875},{"speaker":"SPEAKER_00","start":47.65221875,"end":47.68596875},{"speaker":"SPEAKER_00","start":47.75346875,"end":48.39471875},{"speaker":"SPEAKER_00","start":48.799718750000004,"end":53.119718750000004},{"speaker":"SPEAKER_02","start":53.05221875,"end":53.085968750000006},{"speaker":"SPEAKER_02","start":53.119718750000004,"end":53.37284375},{"speaker":"SPEAKER_00","start":53.35596875,"end":56.579093750000006},{"speaker":"SPEAKER_00","start":56.798468750000005,"end":59.852843750000005},{"speaker":"SPEAKER_00","start":59.970968750000004,"end":71.20971875000001},{"speaker":"SPEAKER_01","start":65.65784375,"end":65.82659375},{"speaker":"SPEAKER_00","start":71.61471875000001,"end":72.20534375},{"speaker":"SPEAKER_00","start":72.50909375,"end":74.78721875000001},{"speaker":"SPEAKER_02","start":75.74909375,"end":80.52471875},{"speaker":"SPEAKER_00","start":80.59221875,"end":82.71846875},{"speaker":"SPEAKER_02","start":80.89596875000001,"end":82.85346875},{"speaker":"SPEAKER_00","start":82.85346875,"end":83.03909375},{"speaker":"SPEAKER_02","start":83.03909375,"end":84.65909375000001},{"speaker":"SPEAKER_02","start":84.84471875,"end":89.78909375},{"speaker":"SPEAKER_00","start":89.26596875,"end":91.79721875},{"speaker":"SPEAKER_00","start":92.37096875,"end":98.36159375000001},{"speaker":"SPEAKER_02","start":93.95721875000001,"end":94.00784375},{"speaker":"SPEAKER_02","start":94.02471875,"end":94.04159375},{"speaker":"SPEAKER_02","start":97.72034375000001,"end":103.49159375},{"speaker":"SPEAKER_00","start":103.42409375000001,"end":108.95909375000001},{"speaker":"SPEAKER_02","start":103.82909375000001,"end":105.51659375000001},{"speaker":"SPEAKER_02","start":105.78659375000001,"end":106.20846875000001},{"speaker":"SPEAKER_02","start":108.95909375000001,"end":115.94534375},{"speaker":"SPEAKER_00","start":110.14034375000001,"end":110.30909375},{"speaker":"SPEAKER_00",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主要的還是美元啦美元啦 其他的加起來的話都還是日圓喔 考不考慮在現在歷史的低點 你到大概160的時候 你就大量買進啊"},{"start":236.414,"end":242.176,"text":"我跟委員報告就是說我們外匯存底的一個管理的準則當然我們也會就是說我們必須要在適當的時間做調整第二個呢 你的調整就是說不能太頻繁"},{"start":265.521,"end":282.762,"text":"對所以日圓的部分你的調整如果說太頻繁的時候呢人家市場會覺得就是說中央銀行在市場所以現在跟5年前比日圓的比重我們外匯整體的比重下降大概幾%"},{"start":286.925,"end":303.012,"text":"從5年前大概就到目前都很低啦5年前就已經調整了那恭喜啊你現在很低喔你會考慮在這個時刻那調整一下也捧場一下多買一些日圓這個就是說我們在調整對啦那個委員的這個就是說"},{"start":310.095,"end":310.115,"text":"韓國瑜議員"},{"start":340.496,"end":354.649,"text":"總裁,日本會不會倒?應該是不會啦所以日本不會倒第二個就是歷史的新低反正就是加減賣加減換因為以前最高的時候日圓對美的大概80塊"},{"start":356.491,"end":373.824,"text":"對,沒有錯所以你現在相對的一百六十塊很便宜那還有一個好處就是國人都很喜歡去日本去遊玩你就是部分當作你個人的好像央行一樣比照的一個小水庫"},{"start":374.665,"end":374.945,"text":"請問一下總裁"},{"start":403.086,"end":432.646,"text":"台灣大家很想說會不會是像日本一樣失落的30年借鏡那事實上台灣不一樣我們台灣有護國神山我們台灣因為這樣護國神山挺住他的產業鏈請問這個次長整個股市如果是一個櫥窗電子占我們經濟發展的比重因為他非常的亮麗大概比重有多少"},{"start":434.082,"end":455.392,"text":"我想目前的比重應該有超過五成以上五成所以台灣的發展事實上跟日本是不一樣我們是靠50%電子方面撐在那個地方現在請問一下次長會不會再多另外一隻腳另外一個護國神山AI有沒有可能產生"},{"start":457.417,"end":476.665,"text":"我想這個部分是有很大的一個這個發展的潛力而且我們的這個供應鏈的能力也可以在這個面向來發揮更好的價值對我看到NVIDIA他AI未來的發展的一些供應廠商但百分之六十六十五都是台灣的生產鏈"},{"start":478.886,"end":499.821,"text":"因為我有問他,我問他說因為這蠻核心的他們在選擇就是廠商的vendor code裡面最重要他以台灣為主當然還有日本少許那請問一下次長台灣跟日本比較的話台灣的優勢在哪裡第一個我們的供應鏈的一個這個聚落的能量比較健全"},{"start":502.589,"end":530.747,"text":"所以黃仁勳先生他說要來台灣設廠你的態度歡不歡迎當然我們是非常非常歡迎這樣的一個國際的大廠到台灣來然後跟我們的供應鏈結合創造更高的價值是謝謝這個真的是台灣人的驕傲以後不是只有張宗謀我們希望多出幾個張宗謀黃仁勳各方面多一點嘛"},{"start":531.792,"end":532.533,"text":"委員說的沒有錯啊"},{"start":538.854,"end":567.05,"text":"那你要按那個聲音委員說的沒有錯那我要提醒總裁還有一個現在金管會已經在推動虛擬資產的專法要開始管理了我們看到香港新加坡很多地方現在的資金都撤退因為他們管理區域嚴格希望總裁這一塊"},{"start":568.089,"end":587.232,"text":"也許是另外一個理財的另外一個一隻腳會出現因為我們金融相對GDP產值就不到6%在海外的部分新加坡香港都超過十幾%所以拜託在金融管制方面"},{"start":589.667,"end":605.374,"text":"請總裁要準備好我們希望台灣未來的發展是可以取代香港取代新加坡讓台灣成為世界上大家驕傲的亞洲營運理財中心好不好"},{"start":609.122,"end":634.509,"text":"謝謝委員的指教 謝謝可以嗎謝謝考不考慮以後買比特幣我6千塊跟你講過現在已經7萬了聽說還會漲到10萬謝謝 謝謝有沒有可能把虛擬資產納入外匯全體的項目到目前為止我們會注意它但是目前都還沒有這樣的一個考慮的那你的數字貨幣什麼時候提出"},{"start":635.975,"end":659.624,"text":"我們還是持續在進行已經開始在做了嗎我們都有階段性我們都安排得很好這個階段什麼時候會亮相對外公布我們會報告我們的進度我們會報告我們的進度謝謝非常感謝羅明才召委也請楊總裁林次長回座謝謝"}]}},"supported_relations":[],"relations":[]}