{"error":false,"id":["166845"],"data":{"IVOD_ID":166845,"IVOD_URL":"https://ivod.ly.gov.tw/Play/Clip/1M/166845","日期":"2026-01-07","會議資料":{"會議代碼":"委員會-11-4-20-17","會議代碼:str":"第11屆第4會期財政委員會第17次全體委員會議","屆":11,"會期":4,"會次":17,"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4會期財政委員會第17次全體委員會議"},"影片種類":"Clip","開始時間":"2026-01-07T09:20:08+08:00","結束時間":"2026-01-07T09:31:41+08:00","影片長度":"00:11:33","支援功能":["ai-transcript"],"video_url":"https://ivod-lyvod.cdn.hinet.net/vod_1/_definst_/mp4:1MClips/8a4de0f3676b468fcd30ef80484aa4b45d44f5a94e3adf3512e0cc7d569d16889258d6461fda9c085ea18f28b6918d91.mp4/playlist.m3u8","委員名稱":"林德福","委員發言時間":"09:20:08 - 09:31:41","會議時間":"2026-01-07T09:00:00+08:00","會議名稱":"立法院第11屆第4會期財政委員會第17次全體委員會議（事由：邀請金融監督管理委員會主任委員彭金隆、財政部部長莊翠雲、國家發展委員會副主任委員就「如何引導國內資金擴大參與公共建設及策略性產業」進行專題報告，並備質詢。）","transcript":{"pyannote":[{"speaker":"SPEAKER_00","start":18.812843750000003,"end":21.42846875},{"speaker":"SPEAKER_00","start":21.664718750000002,"end":24.516593750000002},{"speaker":"SPEAKER_00","start":24.938468750000002,"end":26.01846875},{"speaker":"SPEAKER_02","start":26.37284375,"end":27.97596875},{"speaker":"SPEAKER_02","start":30.574718750000002,"end":31.03034375},{"speaker":"SPEAKER_00","start":31.18221875,"end":32.90346875},{"speaker":"SPEAKER_00","start":32.970968750000004,"end":33.83159375},{"speaker":"SPEAKER_00","start":34.135343750000004,"end":37.24034375},{"speaker":"SPEAKER_00","start":37.56096875,"end":38.15159375},{"speaker":"SPEAKER_00","start":39.01221875,"end":41.37471875},{"speaker":"SPEAKER_00","start":41.610968750000005,"end":48.02346875},{"speaker":"SPEAKER_00","start":48.20909375,"end":59.81909375},{"speaker":"SPEAKER_00","start":60.055343750000006,"end":62.51909375},{"speaker":"SPEAKER_00","start":62.721593750000004,"end":87.17346875000001},{"speaker":"SPEAKER_00","start":87.69659375,"end":90.16034375000001},{"speaker":"SPEAKER_00","start":90.34596875000001,"end":105.01034375},{"speaker":"SPEAKER_02","start":105.68534375,"end":107.79471875},{"speaker":"SPEAKER_02","start":107.82846875000001,"end":113.93721875000001},{"speaker":"SPEAKER_02","start":114.44346875000001,"end":120.21471875},{"speaker":"SPEAKER_02","start":120.41721875,"end":122.44221875000001},{"speaker":"SPEAKER_02","start":122.71221875,"end":123.84284375000001},{"speaker":"SPEAKER_00","start":123.85971875000001,"end":126.12096875},{"speaker":"SPEAKER_00","start":127.04909375000001,"end":131.23409375},{"speaker":"SPEAKER_00","start":131.36909375000002,"end":132.68534375000002},{"speaker":"SPEAKER_00","start":133.03971875000002,"end":135.85784375},{"speaker":"SPEAKER_00","start":136.75221875,"end":150.06659375},{"speaker":"SPEAKER_00","start":150.35346875000002,"end":154.97721875000002},{"speaker":"SPEAKER_02","start":155.07846875,"end":168.76409375},{"speaker":"SPEAKER_02","start":169.13534375,"end":172.96596875},{"speaker":"SPEAKER_02","start":173.25284375,"end":182.41596875000002},{"speaker":"SPEAKER_00","start":182.70284375,"end":199.79721875},{"speaker":"SPEAKER_00","start":199.98284375,"end":201.99096875},{"speaker":"SPEAKER_00","start":202.32846875,"end":206.78346875000003},{"speaker":"SPEAKER_00","start":207.03659375,"end":207.54284375},{"speaker":"SPEAKER_00","start":208.70721875,"end":209.63534375},{"speaker":"SPEAKER_00","start":210.07409375,"end":211.03596875000002},{"speaker":"SPEAKER_00","start":211.57596875000002,"end":240.87096875},{"speaker":"SPEAKER_02","start":241.61346875,"end":241.81596875000002},{"speaker":"SPEAKER_02","start":242.05221875,"end":251.21534375000002},{"speaker":"SPEAKER_00","start":250.69221875000002,"end":252.64971875},{"speaker":"SPEAKER_02","start":251.87346875000003,"end":281.37096875000003},{"speaker":"SPEAKER_02","start":281.82659375000003,"end":291.27659375},{"speaker":"SPEAKER_02","start":291.66471875,"end":303.91596875000005},{"speaker":"SPEAKER_02","start":304.52346875,"end":306.64971875000003},{"speaker":"SPEAKER_02","start":306.93659375000004,"end":327.28784375000004},{"speaker":"SPEAKER_00","start":326.71409375,"end":328.26659375},{"speaker":"SPEAKER_00","start":328.68846875,"end":337.88534375},{"speaker":"SPEAKER_02","start":337.88534375,"end":340.78784375000004},{"speaker":"SPEAKER_02","start":341.00721875000005,"end":341.44596875},{"speaker":"SPEAKER_02","start":341.73284375000003,"end":342.18846875},{"speaker":"SPEAKER_02","start":342.98159375,"end":355.04721875},{"speaker":"SPEAKER_02","start":355.70534375,"end":356.12721875},{"speaker":"SPEAKER_02","start":356.36346875000004,"end":361.05471875},{"speaker":"SPEAKER_00","start":360.46409375,"end":365.05409375000005},{"speaker":"SPEAKER_00","start":365.08784375000005,"end":378.36846875000003},{"speaker":"SPEAKER_02","start":365.45909375,"end":366.33659375},{"speaker":"SPEAKER_02","start":376.73159375,"end":377.71034375000005},{"speaker":"SPEAKER_00","start":379.49909375000004,"end":397.72409375},{"speaker":"SPEAKER_00","start":397.82534375,"end":413.18159375000005},{"speaker":"SPEAKER_01","start":414.44721875000005,"end":419.88096875},{"speaker":"SPEAKER_01","start":419.99909375000004,"end":429.29721875},{"speaker":"SPEAKER_00","start":429.48284375000003,"end":431.03534375000004},{"speaker":"SPEAKER_00","start":431.38971875000004,"end":431.54159375},{"speaker":"SPEAKER_00","start":431.72721875,"end":448.60221875},{"speaker":"SPEAKER_01","start":449.09159375,"end":464.59971875},{"speaker":"SPEAKER_01","start":464.65034375000005,"end":466.30409375000005},{"speaker":"SPEAKER_01","start":466.70909375,"end":469.35846875000004},{"speaker":"SPEAKER_00","start":469.45971875000004,"end":515.8997187499999},{"speaker":"SPEAKER_01","start":516.7265937500001,"end":517.1147187500001},{"speaker":"SPEAKER_01","start":517.62096875,"end":530.9184687500001},{"speaker":"SPEAKER_02","start":531.0872187500001,"end":534.76596875},{"speaker":"SPEAKER_02","start":534.9853437500001,"end":535.66034375},{"speaker":"SPEAKER_02","start":535.9640937500001,"end":557.3784687500001},{"speaker":"SPEAKER_02","start":558.15471875,"end":562.5759687500001},{"speaker":"SPEAKER_00","start":562.1540937500001,"end":574.2365937500001},{"speaker":"SPEAKER_00","start":574.4053437499999,"end":583.88909375},{"speaker":"SPEAKER_00","start":584.3447187500001,"end":592.73159375},{"speaker":"SPEAKER_00","start":593.27159375,"end":598.89096875},{"speaker":"SPEAKER_00","start":599.1609687499999,"end":600.35909375},{"speaker":"SPEAKER_01","start":600.5109687500001,"end":636.9440937500001},{"speaker":"SPEAKER_00","start":622.80284375,"end":623.95034375},{"speaker":"SPEAKER_00","start":635.2903437500001,"end":635.64471875},{"speaker":"SPEAKER_00","start":637.1128437500001,"end":675.5203437499999},{"speaker":"SPEAKER_01","start":675.6553437500002,"end":688.05846875},{"speaker":"SPEAKER_01","start":688.1597187500001,"end":692.3615937500001},{"speaker":"SPEAKER_01","start":692.5303437500002,"end":692.9015937500001},{"speaker":"SPEAKER_01","start":692.96909375,"end":693.42471875},{"speaker":"SPEAKER_01","start":693.86346875,"end":694.6228437500001}],"whisperx":[{"start":19.721,"end":36.132,"text":"謝謝 謝謝主席是不是請金管會彭主委還有莊部長財政部莊部長好 請彭主委 莊部長委員長主委還有部長我想我們都知道股市最近攻上三萬點那"},{"start":39.359,"end":58.187,"text":"只有靠台積電單一個股來拉抬股市表面上指數創新高實質上卻可能是市場結構整個失衡的警訊而非整個經濟全面的起揮"},{"start":60.208,"end":86.234,"text":"的證明那科技類股獨強包括你看那個食品水泥造質鋼鐵觀光旅遊觀光參旅包括貿易百貨這些類股紛紛走跌那可以說讓未持有台積電等科技股的或操作中小型股的這些投資人面對三萬點"},{"start":88.094,"end":104.825,"text":"講實在話 他們是無感的啦真的是無感那我請問今晚會主委如果AI泡沫議員陳真啦那對整個高階晶片整個記憶體需求的減少對台股有何影響 你的看法呢"},{"start":105.971,"end":124.799,"text":"報告委員我想我們不會對未來的一些的一些的狀況做出任何的預測我們也當然是密切關注到台灣這個資本市場在不管交易量交易比重或是交易上面的一些的現象我們都會加強來關注因為你看那個整個傳產股幾乎"},{"start":127.096,"end":154.463,"text":"真的是很慘因為關稅以後沒有競爭力你說那些傳農產業他們怎麼生存這個真的是現在當下的問題那個主委你有沒有做過相關劇本金融的演習因為你要是AI改天要是說真的泡沫化那整個可以說全面的這個是很嚴重的問題你有沒有做過這樣的一個操作演習"},{"start":155.343,"end":182.331,"text":"其實跟委員報告我想從這個台灣的資本市場從來都不缺乏一些不確定因素的存在我想特別是去年到現在其實我們資本市場經歷過很多的波動剛剛委員提到說我們沒有做過任何演練這是我們工作的一部分我們本來就會針對資本市場所有一些的未來一些狀況做一些適切的這些的準備這些都是我們日常都在做的事情"},{"start":182.742,"end":205.735,"text":"因為現在當下關稅就是很嚴重的一個問題我們沒有競爭力嘛林靜你像包括日本韓國我們幾乎過去很多跟他們相關的產業傳產現在幾乎都沒有辦法生存這是存在眼前最嚴重的事實那個傳產也養很多人那個媒體報導"},{"start":208.749,"end":226.38,"text":"台北股市有一千九百四十七家上市櫃的公司中有六成五 差不多三分之二一千兩百六十三家的股價在年限之下為了避免投資人踩到地雷鼓"},{"start":227.04,"end":240.643,"text":"本席認為金管會要做好監理的把關我請問主委針對流動性低這個股價表現差的這些殭屍個股目前有哪些處理機制"},{"start":242.196,"end":266.533,"text":"报告委员我想刚才提到委员提到就是我想媒体也关注说比如他们也统计的就是在年限以下大概有蛮高的比率三分之二其实我们也看了过去大概十年的资料其实我们最高像107年有来到79.1%最低也来到109年的18%其实这个本来就是一个很大的一个这个比重会随着整个"},{"start":267.273,"end":290.614,"text":"景氣還有股市的漲跌之間有所差異我想這個只是我們看到113年是67%114年是63.5就是各位可以看到它的波幅從18到79其實上都有很大的波動不過這個是整個因為資本市場反映的是投資人對未來市場的整個的預期當然這個比重確實很多人會產生這樣的疑慮"},{"start":292.015,"end":306.356,"text":"剛剛還有提到就是說我們對一些所謂的流動性比較差的那股票其實我們交易所跟櫃買也有啟動我們相關的比如說我們會去做很多的資訊揭露像我也責請我們的櫃買跟交易所"},{"start":307.017,"end":326.693,"text":"然後我們董事長也都在若瑟文也需要我們請他來說明就是怎麼樣去把台灣很多因為在比如說可能投資人沒有注意到的好股票或是這些流動性怎麼樣來促進市場的造勢我想他們都有一個計畫在執行這些事情至於說整個產業結構的問題這不是金管會所能回答的問題主委"},{"start":329.376,"end":354.277,"text":"2026年可能有多少個股被強制退場下市你們有沒有大概就是未雨綢繆先了解一下有沒有其實我們每年大概有少數的股對我們最近因為剛剛那個局長說最近確實沒有看到有這個現象去年當然也有看到有些因為可能個別因素而導致他下市的原因那當然是少數"},{"start":355.748,"end":377.971,"text":"OK 那我想這個部分我們都會密切關注一下資本市場發展的狀況我是希望站在金管會立場你們要未雨綢繆就是讓更多人知道說這個整個股市的狀況這個很多上市櫃公司其實要讓很多這些股民了解是 我想今天那個"},{"start":379.757,"end":391.964,"text":"主委我認為目前當下就是只有AI股在往上爬其他真的是慘兮兮的我是認為說這個部分主要還是關稅的問題不然過去沒有這種狀況這樣的發生"},{"start":398.007,"end":412.741,"text":"那我想今天的題目是引導國內整個資金擴大參與公共建設與策略性的產業那我請問財政部跟金管會是單純的發行公債籌措公共建設的資金是嗎"},{"start":414.784,"end":429.721,"text":"跟委員報告我們吸引民間資金投入公共建設當然有多元管道那也有發行公債的一個方式讓民間有取得資金可以透過這樣公債的管道那當然還有其他民間直接投資的一個管道會不會變成"},{"start":432.332,"end":444.198,"text":"這個山野BOT 海野BOT甚至於什麼都是用BOT的情況發生出資業者後續可能涉及公共建設興建與營運你認為會不會這種狀況"},{"start":449.521,"end":469.151,"text":"对于BOT的案件就是说也不需要再过于的污名化因为提升公共服务的品质加速国家的公共建设是非常重要而透过民间的资金注入那来加速这样的一个建设事实上是政府民间跟大众的民众是三赢的一个局面"},{"start":469.491,"end":493.62,"text":"那個部長因為有關於鼓勵銀行保險業等金融業者參與公共建設的及策略性的產業立法院法治局也提醒說舉債應避免債留子孫及違反世代正義為原則如果自償性公共建設評估沒有做好何時的認定可能會造成潛在性的這些債務的風險"},{"start":495,"end":514.466,"text":"那我請問部長甘金管會目前有哪些這個標準或審查機制來助益各級政府推動永續這個債券發行會不會有中央故意在審查機制上刁難地方甚至延宕地方的政府推動永續債券發行的狀況發生會不會"},{"start":518.203,"end":530.901,"text":"对于有关发行债券来投资公建那其实是让广大的民众可以一起来参与这样的一个公建我想这是一个好的那至于相关的审核机制我想金管会来说明一下"},{"start":532.264,"end":556.995,"text":"剛剛在報告裡也提到就是說我們也鼓勵說政府來發行永續發展債券但永續發展債券必須要有它一套的標準就不是所有的債券都可以發行當然這部分的話我們是有一套所以現在還在起始階段剛剛講說我們總共才281億嘛這個也是一個很重要的籌資管道特別是在支持一些永續建設上面而且我們"},{"start":558.526,"end":573.494,"text":"櫃買在負責債券市場上也會給予他們的協助跟一些怎麼樣去因為有的你需要跨部會啊並不是只有單一啊當然當然對不對因為你跨部會的協調這些工作你要是沒有做好等於是零啦那個"},{"start":574.754,"end":591.829,"text":"駐美代表於大雷去年12月說美台快速減免雙重課稅法案樂觀在2026年能夠促成法案持法案2025年初在美國眾議院通過後續上代參議院表決那我請問部長"},{"start":593.365,"end":609.41,"text":"那個您是否也認為2026年台美避免雙重課稅的法案今年有沒有渴望成真謝謝委員的關注其實不管是台美雙方的也民間的也好跨黨派的一個他們美國的國會議員都支持"},{"start":609.892,"end":636.593,"text":"台美緊述簽訂所謂的租稅減免 避免雙重課稅的一個協定那在去年的1月15號眾院通過當然還在參議院的審議我們也希望能夠在2026年盡快往前推動你有沒有信心嗎當然在技術性的工作我們的財政部跟美方的財政部都進行所謂的技術層級的工作小組的一直在討論那麼未來如果參議院通過那後面的進度就會比較 就會更加快以上的說明"},{"start":637.185,"end":643.714,"text":"最後一個議題美國總統川普對委內瑞拉發動大規模的打擊華府將接管委內瑞拉並開採其石油那川普總統宣告"},{"start":652.365,"end":675.22,"text":"门罗主义复活现在是加上川普总统名字的这个堂罗主义那有专家认为川普手上还有其他大事啊相较之下台美关税协议还需要一段时间那我请问部长台美关税谈判有望在农历年后2026年第二季前公布最后的结果吗"},{"start":675.64,"end":675.78,"text":"好 謝謝好 謝謝"}]}},"supported_relations":[],"relations":[]}