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最後到一千五百多億的樣子是喔 有到一千五百多億對 一千五百多億那就幾乎又增加了一倍了那從這個觀點來看這個國際貿易其實它的原則是講究平衡嘛對台灣東西出鈔那對於台灣賺"},{"start":46.755,"end":63.277,"text":"美金這個外匯非常有幫助可是站在美國的立場他一定會覺得說應該盡量平衡那所以從提高一年度就提高到1500億那假設今年度照你的報告"},{"start":65.359,"end":93.005,"text":"因為AI的關係 你看我今年度台灣的出口還是會暢旺所以很有可能今年度對美國的出招還會再更高是不是應該應該應該也是差不多啦不會就是說再更高啦不會再更高啦我覺得1500億就已經算是很高了那現在再來就是因為這樣子的現象產生的後果要如何承擔呢現在是因為"},{"start":95.84,"end":110.375,"text":"這個國際在地緣衝突嘛那美國以色列跟伊朗現在在衝突那另外烏克蘭跟俄羅斯侵略烏克蘭也還沒有結束所以現在很多資金是進入美元去避險"},{"start":112.193,"end":118.278,"text":"使得美元最近在國際間超強勢不然來講如果從國際貿易角度來看台灣對美國這麼多的粗糙台灣台幣對美金在國際貿易理論上應該是要貶值的"},{"start":126.311,"end":144.253,"text":"是不是啦 理論上應該是要貶值但是因為現在地緣衝突所以升值嘛對啊 那在這樣子的狀況之下將來台幣要如何避免要升值呢在地緣衝突結束了之後那台灣對美金那麼多的粗糙"},{"start":146.215,"end":171.612,"text":"我擔心台幣會快速升值欸我跟委員報告啦就是說市場都認為市場都認為就是說我們對美國的粗糙那麼多按照道理呢就是說我們的台幣要升值對啊他認為就是說我們台幣要升值不過我也跟委員報告那為什麼國際的貨幣最近在中東戰爭之後"},{"start":173.613,"end":187.809,"text":"每個貨幣都對美元變質就大家避險跑到美國去大家認為美元可以對嘛但是啊 難道就是說因為避險我用我們台灣的例子來看來跟委員報告就是說"},{"start":189.648,"end":206.915,"text":"如果說戰事一發生了以後美元在國際上它是搶的新台幣也貶值那新台幣為什麼會貶值新台幣貶值是因為外資在我們台灣的股市它抽出去了"},{"start":207.915,"end":225.825,"text":"他抽出去他跑出去那為什麼他抽出去抽出去他有吃虧嗎他沒有吃虧因為外資在我們台灣的股市呢他賺很多他賺很多所以呢這個就是一個概念我必須要跟委員報告就是說我們的"},{"start":227.767,"end":240.062,"text":"經常帳或是我們的貿易帳即使是對它粗糙很多的話按照道理我們是應該要升值的但是它在我們的股市賺很多錢"},{"start":241.641,"end":269.074,"text":"所以那就是貿易帳的平衡了那個是對嘛也就是說你的經常帳你的貿易帳我賺你的錢但是他在我們的股市賺我們的錢啊是那在這個他跟我們賺我們的錢的時候呢這個外界都一直沒有考量到這一點他們都一直認為就是說我們賺多的錢所以新台幣一定要升值但是呢他都沒有考慮到他在我們的股市賺很多錢站在"},{"start":271.515,"end":294.048,"text":"這個是從國際貿易的理論上面來看那他從我們的股市賺了很多錢現在是因為國際地緣衝突所以大賣東亞的各國的股市把資金抽回美國獲利了結嘛對但是獲利了結另外一個角度來講台灣的股票市場是一個健全的市場的話他將來還是會再大幅的回來沒有錯"},{"start":294.648,"end":319.426,"text":"他還是要倒個人回來 因為他要繼續賺更多那所以這個資金 美金因為股市交易或是其他的交易來來往往的這個資金是一時的現在走如果衝突穩定假設真的是四月五月結束他有可能六七八月的時候資金又過來台灣那時候台幣是不是就會大幅升值對啊 就有可能啊"},{"start":320.066,"end":321.948,"text":"所以就是說我跟委員報告基本上事實上台灣的一個外匯市場是由資金的移動來主導的而不是由出口的多寡來主導你講的這個我接受但是你如果長年的這樣子的累積"},{"start":339.206,"end":364.5,"text":"每一年用這個速度在累積對美的粗糙這個壓力還是一定都在所以這個就是說我們在溝通的過程當中我們也要告訴他我跟你的粗糙不是因為我壓低我的匯率不是因為我們不公平的貿易的手段而是你真正需要我的產品"},{"start":365.44,"end":367.603,"text":"另外一點我們台灣的努力譬如說現在要跟阿拉斯加購買天然氣將來有可能購買石油等等"},{"start":380.097,"end":401.929,"text":"那在對美國對大宗物資的採購另外一方面說有一些台灣的企業去美國投資等等這些的作為稍微做一點平衡政府的作為嘛是是是我也非常贊同那個委員的這種看法這個貿易這個商品帳還是要互惠啦"},{"start":402.589,"end":410.852,"text":"也就是說你多買我的東西那我也要多買你的東西要付費貿易就是這樣子我這樣贊同這幾年美國對我們是不是這個"},{"start":416.755,"end":438.491,"text":"外匯管制的作為這些事情把我們列為觀察國家因為我們一直有在跟他做很好的溝通所以他不會把我們列入操縱國但是還是長期把我們列為觀察國所以要拜託總裁還是要繼續努力跟美國溝通因為如果被列入操縱國那就不得了了"},{"start":440.653,"end":461.288,"text":"我想我也趁這個機會跟委員報告就是說事實上我們長久以來我們跟美國財政部的一個溝通都是非常順暢的他也理解我們的說法現在在全球戰略美國把台灣列為他的準盟有關係整個東亞建構整個"},{"start":464.05,"end":485.735,"text":"戰隊的關係 台灣是跟他站在同一隊所以他對我們當然也會有比較客氣一點啦好 那最後在剩下兩分鐘我問一個問題啊剛剛有委員提到 我覺得那個也有點道理啦有一個名詞叫地方創生 你知道嗎這個從日本過來的他就因為在地方本來他們人口很多後來一直外流 因為全球都都市化嘛"},{"start":486.235,"end":503.573,"text":"所以有一些鄉村或是比較淡白區的人口都外流到這個大都會那使得他地方人口一直減少地方的經濟各樣的特色都一直衰減所以希望人口回流然後希望地方的產業能夠發達把地方再重新"},{"start":504.474,"end":525.961,"text":"繁榮恢復起來一部分這個叫地方創生日本是這樣的概念剛剛其實也有委員提到你選擇信息用管制如果是全國一致信的時候那大都會跟剛剛講到那個蛋白區管制是一樣的那這個對於地方創生這個觀念來講是不利的因為"},{"start":526.701,"end":541.589,"text":"都會化這是這一百多年來全球的趨勢那如何讓原來的地方的特色能夠維持原來人口跟這個經濟區域的經濟能夠繁榮其實它有的時候反而需要鼓勵啦"},{"start":542.489,"end":560.46,"text":"所以剛剛也有人提到說那是不是要來考慮差別的對待在已經很都會很淡白很淡黃區的房價很高漲地區的管制跟如果今天一個年輕人我願意返鄉勿農我願意回到我的鄉下我願意在這個地方買房子"},{"start":561.34,"end":587.17,"text":"你如果貸款的成數全部都是一樣的那對於地方創生是最不利的事情我覺得委員講的沒有錯不過我也稍微借幾秒鐘跟委員報告當時我們的管制就只有那幾區在大都會那為什麼會變成全國因為那個時候炒房已經是從都會一直炒到"},{"start":587.99,"end":594.855,"text":"全國都會在發燒的時候呢他傳染到其他的非都會區整個都在發燒的時候呢當然我們就會把他就整個來控管那委員現在講的沒有錯如果到達某一個程度的時候呢我們必須要把他reverse回來對那種為的是要跟你"},{"start":612.228,"end":639.637,"text":"為什麼我會提這個問題呢因為本席的故鄉是台東台東那個地方你說要多少房地產做當初的渲染可能有啦現在的這個機會已經不大了那如果有年輕人願意返鄉那願意希望能夠在台東買一個房子來住我覺得那個管制不應該跟這個大多數地方是一樣的我覺得我非常贊同那是不是許你考慮看看將來如何調整這個政策好 謝謝"},{"start":643.803,"end":647.371,"text":"好謝謝秉瑞召委那主席在這邊宣布休息五分鐘"}]}},"supported_relations":[],"relations":[]}