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不高所以目前他所公布的相關的不過我們也不能說他就是這樣子所以這個議題呢應該要密切的注意我是擔心啊 這關稅一旦這個"},{"start":279.945,"end":307.315,"text":"開徵會影響到我們出口競爭力出口競爭力是我的經濟的命脈我就是說出口的競爭力因為它是整個是全部它都關稅嘛它是普遍性的嘛是 謝謝那第二個問題想討論這個匯率啊那台積電到美國投資金額那麼大那資本當然一定外流那相關的這個產業鏈也都會過去啊這種情況這個央行有沒有穩定匯率的政策我事實上呢"},{"start":309.5,"end":320.928,"text":"台積電到那邊去投資一千億要增加一千億增加一千億事實上我們的外局就有去跟他們的財務處討論這個問題事實上他們說他們營收今年他們估計都有差不多一千億一千億美元不是台幣"},{"start":331.635,"end":354.671,"text":"然後你看看他一千億要投資那邊的話他是分四年這是第一個分四年一年是250億第二個他也可以在那邊籌資所以就他來講的話事實上也不會說是因為他要到我那邊投資所以他必須要在這邊買匯然後再出去影響到我們的YC我再用30秒我的問題是說你產業鏈過去當然在那邊生產當然也會有"},{"start":359.774,"end":375.428,"text":"那獲利會不會怎麼樣有政策的引導可以在這個回流台灣那當然就是說第一個他獲利然後呢就會回台灣這個也有可能這個也有可能"},{"start":375.708,"end":390.664,"text":"但是有沒有政策上的引導或者誘因讓他們整體獲利不會再繼續在投資你把獲利的這個這個他們的投資策略我不曉得所以說我不曉得我也只是能夠從報紙上看到就是說他要增加一千億的投資"},{"start":391.805,"end":397.369,"text":"這個我們只能夠這樣知道而已至於就是說這些細節的我相信這個樣行的決策能夠兼顧規律也能夠兼顧台灣出口競爭力把這個關稅的衝擊降到最低我對您是深具信心"}]},"gazette":{"lineno":1220,"blocks":[["邱委員志偉：（12時17分）謝謝主席。我請央行楊總裁。"],["主席：請楊總裁。"],["楊總裁金龍：邱委員好。"],["邱委員志偉：總裁辛苦了。有兩個問題要請教總裁，第一個就是美國關稅的問題，隨著他們的總統每天可能都有新的想法，美國的關稅政策隨時都會變動，不是那麼穩定，不管怎麼樣，美國的關稅政策對臺灣的出口競爭力跟匯率一定會造成影響。我們看南韓面臨到美國的關稅壓力，造成韓元的低迷，韓元一直在貶，在亞洲貨幣裡面，相對就比較弱勢。如果高度依賴出口，又沒有內需，關稅沒有辦法沖抵，又沒有辦法降低，關稅問題就會讓國家整體的GDP下降，投資、就業都會受到影響。從南韓的經驗來看，如果美國加徵關稅，我們當然也沒有辦法避免出口跟整體經濟受到影響。您覺得最壞的狀況，臺灣出口競爭力或者臺灣的GDP會減少多少？"],["楊總裁金龍：到目前為止，我們還在評估當中，因為還有不確定性嘛！不過在我們的這個報告也有談到，如果他對額外的那四個，包括醫藥品、半導體，特別是對我們的半導體，還有鋼、鐵、鋁、銅、汽車及零組件等等，對我們的影響，目前我們初步的評估是不會很大。"],["邱委員志偉：台積電去美國投資那麼高額，將是史上最大的投資額，會不會因此就降低川普政府對臺灣晶片加收關稅的可能性？"],["楊總裁金龍：這個看起來，好像後來他也就改口了，川普好像也滿滿意的樣子，他也佩服臺灣在這一個領域方面是強項，所以有些時候我們對川普也沒有辦法真正的了解；不過我覺得他對於我們的半導體產業，應該也算是滿佩服的。"],["邱委員志偉：不管半導體的產業有沒有加徵關稅，就整體而言，他的關稅一定會比前任的政府更多，品項也更多，所以在我們這種以出口導向的經濟體來看，他的關稅政策一定會對臺灣造成影響；臺灣出口競爭力下降，當然我們的貨幣就會受到衝擊，會不會持續貶值？如果持續貶值的話……"],["楊總裁金龍：不會，我跟委員報告，在川普1.0的時候，美中貿易衝突，我們臺灣是受益的，現在是川普2.0，他為了補那個缺口，那個缺口是普遍性的，我個人認為，我們當然還是要study，如果是普遍性的話，對每一個國家都是這樣子的時候，基本上每一個國家都這樣子……"],["邱委員志偉：就抵銷了……"],["楊總裁金龍：也不是只有針對我們臺灣；所以就半導體業來說，我們在第13頁有講到半導體的部分，因為我們直接出口到美國那邊去的量，占我們GDP、占我們的出口，好像不多，也就是我們的暴險不高……"],["邱委員志偉：相對其他國家？"],["楊總裁金龍：對，不高。"],["邱委員志偉：所以目前他所公布的相關的……"],["楊總裁金龍：不過，我們也不能說他就是這樣子……"],["邱委員志偉：不能太過樂觀。"],["楊總裁金龍：所以對這個議題，應該要密切的注意，密切的觀察。"],["邱委員志偉：我是擔心這個關稅一旦開徵，會影響到我們出口競爭力，出口競爭力是我們的經濟命脈。"],["楊總裁金龍：有關出口競爭力，因為他是全部都課關稅，是普遍性的。"],["邱委員志偉：謝謝。第二個問題想討論匯率的部分，台積電到美國投資的金額那麼大，資本當然已經外流了，相關的產業鏈也都會過去，央行針對這種情況有沒有穩定匯率的政策？"],["楊總裁金龍：台積電到那邊去投資要增加1,000億美元，事實上我們的外匯局也有去跟他們的財務處討論這個問題，他們估計今年的營收差不多有1,000億，1,000億是美元，不是臺幣。然後他的1,000億是分四年投資，一年是250億，這是第一點；第二點，他也可以在那邊籌資，所以就他來講，不會因為他要到那邊投資，就必須在這邊買匯，然後再出去，而影響到我們的外匯市場。"],["邱委員志偉：了解。我再用30秒問一個問題，產業鏈過去那邊生產，當然會有獲利，是不是有怎麼樣的政策引導，可以讓獲利回流臺灣？"],["楊總裁金龍：那當然了，第一個他的獲利就匯回臺灣，這個也有可能啦……"],["邱委員志偉：但是有沒有政策上的引導或者誘因，讓他們整體獲利不會在那邊再繼續投資，把獲利的這個部分匯回臺灣……"],["楊總裁金龍：這個是他們的投資策略，說實在話，我也不曉得，我也只能從報紙上看到，他要增加1,000億的投資，我們只能夠這樣知道而已。至於那些細節，我們中央銀行……"],["邱委員志偉：我相信央行的決策能夠兼顧匯率，也能夠兼顧臺灣出口競爭力，把這個關稅的衝擊降到最低，我對您是深具信心。"],["楊總裁金龍：謝謝。"],["主席：謝謝邱委員的質詢。","下一位楊瓊瓔、楊瓊瓔、楊瓊瓔委員不在。","鄭正鈐、鄭正鈐、鄭正鈐委員不在。","林楚茵、林楚茵、林楚茵委員不在。","蔡易餘、蔡易餘、蔡易餘委員不在。","陳冠廷、陳冠廷、陳冠廷委員不在。","蘇清泉、蘇清泉、蘇清泉委員不在。","葉元之、葉元之、葉元之委員不在。","何欣純、何欣純、何欣純委員不在。","徐欣瑩、徐欣瑩、徐欣瑩委員不在。","報告委員會，今天登記發言的委員已經全部詢答完畢。現在有一個臨時提案，我先請教提案的王委員，因為你剛剛質詢的時候，已經提到了，楊總裁也已經口頭答應了，這裡面所有的會議紀錄都是公開的，而且是有效的，他已經承諾要給你，現在這個案子，因為人數不夠，我們就是楊總裁口頭上答應，這樣可以嗎？"]],"agenda":{"page_end":226,"meet_id":"委員會-11-3-20-2","speakers":["賴士葆","林德福","吳秉叡","顏寬恒","郭國文","賴惠員","李彥秀","鍾佳濱","羅明才","黃珊珊","林思銘","李坤城","王世堅","陳玉珍","王鴻薇","邱志偉","陳冠廷","李柏毅"],"page_start":169,"meetingDate":["2025-03-13"],"gazette_id":"1142701","agenda_lcidc_ids":["1142701_00005"],"meet_name":"立法院第11屆第3會期財政委員會第2次全體委員會議紀錄","content":"邀請中央銀行楊總裁金龍率所屬單位主管暨財金資訊股份有限公司董事長列席業務報告，並備質\n詢","agenda_id":"1142701_00004"}}},"supported_relations":[],"relations":[]}