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一個預測預告預測呢基本上我們的大概我們的修改大概很少很少所以呢我還是要跟委員報告基本上我們的物價呢現在是慢慢在下來的不會就像那個那個委員所說的會就是說是那個什麼一發不可縮時絕對不會"},{"start":142.543,"end":161.621,"text":"現在通膨的情況老百姓其實心裡是很痛的比如說一個包子好了包子以前一顆大概六七塊現在一顆包子要三十塊滷肉飯總裁你記得吧以前我們吃大概一碗大概是十二塊左右現在滷肉飯喔 太多你知道嗎多少"},{"start":165.144,"end":191.674,"text":"我想委員講的也沒有錯啦。民眾的壓力感覺越來越沉重。不過是這樣子啦。哀聲連連,不想要向誰來訴說。我們在想一件事情,總裁大概央行裡面表現是算很好的啦。台電連連虧損。"},{"start":194.395,"end":213.881,"text":"又要撥補1000億後面可能再加1000億其他地方沒有錢了啦我們大家講一講也不同意啦除非央行你自己補給他啦央行那麼會賺央行有沒有可能在盈餘裡面直接撥給他去年央行的盈餘是多少我們去年呢"},{"start":215,"end":233.097,"text":"我們去年是就是說繳國庫呢是兩千億吧是不是那我們是去年兩千億我們是兩千億以前最早是八百億後來一千多億就是說對對對我們是兩千億是兩千億沒有錯那為什麼央行會變得那麼會賺錢"},{"start":234.778,"end":254.685,"text":"我們事實上我們是很穩健的去管理我們的外資產所以也就是說我們也不像其他的央行一樣的其他的央行我總覺得他們的一個管理的方法是比較take a risk就是說他們去冒險比較大"},{"start":260.807,"end":260.907,"text":"蓬佩奧﹗"},{"start":282.401,"end":305.084,"text":"按照就是說我們是那個我們是那個管理者善良管理者的一個角色我們要盡量的來讓我們的return我們的收益能夠增加所以我們的收益腳褲的金額大概都是很平穩的我們都很平穩的那今年會不會再增加呢?"},{"start":307.847,"end":326.184,"text":"我們今年就是兩千億啊那在我們的外匯存底裡面買美國的國債大概買了多少我們至少都有包括美元的資產我們應該是至少都有八成以上八成以上大概是八兆多吧台幣九兆"},{"start":328.273,"end":331.738,"text":"我們都是用美金來...美國的所有的國債5千7百7十幾億外存抵納乘以80%"},{"start":338.223,"end":343.284,"text":"我請問你美國的國債一再的破表現在已經累計大概34兆美元了我請問總裁一個問題那他時間到他還得起來嗎?"},{"start":366.468,"end":367.609,"text":"總裁,如果美元破產了,央行有沒有逼計畫?"},{"start":391.311,"end":418.802,"text":"有什麼B計劃基本上基本上我們是我們都是有在密切的注意密切的注意就是說我們的外匯存底的一個流動性還有它的安全性最重要的安全性我覺得你蠻準的啊因為上次我在野色這個地方我跟你請教說那很多哈日族啊要不要在日幣最低點"},{"start":419.642,"end":446.425,"text":"就是大概一美元兌換158日元的時候你那時候在這裡講說差不多到底了結果果然從你講的那一個時刻開始日幣就開始升值升到140多所以你知道那天有注意聽的老師有講課學生認真聽的他日如看看爸爸爸"},{"start":448.035,"end":461.805,"text":"所以我對你的這個判斷其實是有具參考性的所以說美元現在慢慢會美元強勢的地位慢慢改變那你第二個貨幣的選擇你會選擇哪裡?"},{"start":463.806,"end":489.038,"text":"會不會選擇歐元還是選擇人民幣或者是日元因為日元最近又貶到150左右了我跟委員報告就是說基本上我們的幣比的調整事實上就誠如委員在講的就是說它的第一個我們會考慮到就是說它的匯率的變化第二個呢我們會考慮到它的利率的變化"},{"start":489.718,"end":490.239,"text":"日本會不會再升息?"},{"start":501.597,"end":527.071,"text":"我想我跟委員報告就是說我個人的判斷遲早遲早會勝利遲早因為但是他的時間是怎麼樣這個我因為這是他所以我們看得到最近的日元又走軟所以有150兌換一美元這個甜蜜點又出現了央行會不會考慮增加持有日元的這個比重"},{"start":528.114,"end":529.976,"text":"日幣已經增加,以前是3%多,最近已經增加到快5%了吧?"},{"start":548.652,"end":570.72,"text":"因為日幣唯一的缺點就是日幣的唯一缺點當然如果說純粹從匯率的觀點來看的話第一個它波動也蠻大的就誠如剛剛你說它158然後波波波到140然後又波波波到150所以這個也是波動很大的一個必備這是第一點第二點它也是它的利率太低"},{"start":573.021,"end":596.736,"text":"所以也是在這種情況之下我們在動態的調整當中雖然他也是必備的一個之一但是除了我剛跟委員報告的他也有這兩大的弱點因為時間的關係我想因為美國的變化11月5號總統大選就到了假設是川普當選那總裁你對美元的走勢未來怎麼看"},{"start":598.137,"end":617.075,"text":"美元就說現在如果說以目前我們看就是說你看看10年期的公債的利率以前大家都認為就是說美國在調降利率的過程當中這10年期的公債的利率會下跌"},{"start":617.615,"end":645.001,"text":"但是呢最近的表現好像不是這樣子那這個表示什麼呢表示第一個就是說美國的經濟呢還是很有韌性的這是第一點第二點呢也是在反映就是說他的一個政治的不確定性包括就是說如果說川普上台的時候呢恐怕大家都會認為就是說我恐怕對通膨呢又會有不利的影響好像是市場呢也有做這樣的一個反應所以你希望川普當選嗎"},{"start":646.501,"end":668.24,"text":"這個我不予置評。這個你都要判斷嘛,兩邊。當然,我覺得中央銀行也會密切來關注,就是說美國哪一位總統會當選,那我們要怎麼...那你現在評比是哪一個比較會當選?這個我不好意思在這邊那個...那私下再跟我說好了。好,謝謝。"},{"start":671.505,"end":672.806,"text":"多謝您的參與。"}]},"gazette":{"lineno":841,"blocks":[["羅委員明才：（11時30分）主席、各位委員、出列席官員、大家好。主席，可不可以請楊總裁？"],["主席：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：現在開始電價暴漲，接著會不會萬物齊漲，大家都很擔心。電價暴漲了以後，會不會影響到整個通膨的發展？我們看今年都年底了，接著就過年，一連串都是節日、假期，這會不會間接讓臺灣的通膨情況一觸即發，然後造成失控的情況？"],["楊總裁金龍：對於委員講的，我覺得這一次經濟部台電要漲電價也很謹慎，也考慮到委員所擔心的事情，所以你看他們這一次純粹就這些比較賺錢的產業，譬如電子業等等調漲，他們要繳的電費就比較高了。因為這些產業大部分都是出口，大部分都是賺錢的，即使他們要轉嫁給消費者，要轉嫁也是轉嫁給國外的進口商。基本上，對臺灣的物價比較不會有影響。"],["羅委員明才：一點影響都沒有？"],["楊總裁金龍：影響很少啊。"],["羅委員明才：很少？"],["楊總裁金龍：對，事實上經濟部和台電也有估計，大概今年它的影響是0.03；9月份的物價預測，基本上我們的修改（revise）大概也很少，很少。所以我還是要跟委員報告，我們的物價現在是慢慢在下來的，絕對不會像委員所說的一發不可收拾，絕對不會！"],["羅委員明才：面對現在通膨的情況，其實老百姓的心裡是很痛的，比如說包子好了，以前一顆大概6、7塊，現在一顆包子要30塊，總裁記得吧，以前吃一碗滷肉飯大概12塊左右，現在的滷肉飯一碗多少錢，你知道嗎？"],["楊總裁金龍：是。"],["羅委員明才：多少？"],["楊總裁金龍：對，我想……"],["羅委員明才：50、60塊！"],["楊總裁金龍：委員講的也沒有錯啦，就是說……"],["羅委員明才：民眾的壓力感覺是愈來愈沉重。"],["楊總裁金龍：不過是這樣子啦……"],["羅委員明才：真的是唉聲連連，不曉得要向誰來訴說。"],["楊總裁金龍：是啦，我覺得委員的這個……"],["羅委員明才：我在想一件事情，總裁大概是央行裡面表現算很好的……"],["楊總裁金龍：謝謝委員。"],["羅委員明才：現在台電連年虧損，又要撥補1,000億，後面可能再加1,000億，其他地方也沒有錢了，我們大家講一講也不同意，除非央行自己補給它。央行那麼會賺，有沒有可能在盈餘裡面直接撥給它？去年央行的盈餘是多少？"],["楊總裁金龍：我們去年繳國庫是2,000億吧。"],["羅委員明才：最早是800百億，後來一千多億。"],["楊總裁金龍：對，我們去年是2,000億，沒有錯。"],["羅委員明才：為什麼央行變得那麼會賺錢？"],["楊總裁金龍：事實上我們是很穩健的在管理我們的外匯資產，也就是說，我們不像其他的央行，他們的管理方法是比較take 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