川普上任展新局,童子賢:2.0 更成熟、往好的地方修正
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<div id="outlineList_top" style="display:none;"></div><p>針對美國總統川普上任後的新政新局,<a class="info-link" href="https://info.technews.tw/company/28689155-%E5%92%8C%E7%A2%A9%E8%81%AF%E5%90%88%E7%A7%91%E6%8A%80%E8%82%A1%E4%BB%BD%E6%9C%89%E9%99%90%E5%85%AC%E5%8F%B8?utm_source=technews&utm_medium=referral&utm_campaign=content" target="_blank">和碩</a>董事長童子賢表示,川普就職演說並未超出原先預期,反而往好的地方稍微修正,沒擺出對抗貿易夥伴的姿態,顯見川普 2.0 比先前更有經驗、更成熟,更務實推動美國再次偉大。</p>
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<p>童子賢今天出席三三企業交流會,針對美國總統川普上任後的就職演說重點與未來產業趨勢,接受媒體訪問。</p>
<p>童子賢表示,全球政治經濟專家都緊盯川普的就職演說,而市場對此「已暖身兩個月」,但結論並沒有超出原來預期偏差太多,反而有些是往好的地方稍微修正,比如對加拿大、墨西哥、中國關稅往後延,顯見「第一天並沒有擺出馬上對抗貿易夥伴的姿態」。</p>
<p>針對移民政策,川普除了強調會驅逐非法移民,但會希望留住在美國留學生;選舉時,川普也揚言要對中國課徵60%的關稅,事後又放緩。所以回過頭檢視,「川普2.0會比之前更有經驗、更成熟,以及更務實推動讓美國再次偉大的政見」,振興美國經濟。</p>
<p>至於是否擴大投資美國,他說,不會馬上就提出具體措施,產業發展往往是5年、10年、20年的規劃,不適合因為一道行政命令,或一個人的政策主張就馬上改變。</p>
<p>針對川普能源政策,他表示,美國是全球石油與天然氣生產的第一名,川普還想要再繼續擴大生產,無非是要壓低美國內部能源價格,帶動製造業競爭力,吸引流失到外國的製造業重新回流美國,也是抑制物價的關鍵。</p>
<p>至於川普在電動車方面的政策,童子賢說,全球電動車最大的消費國不在美國,而是中國,大約是美國的3、4倍,其次是歐盟,所以中國和歐盟的電動車政策不改,相信川普禁止美國電動車的補貼,並不會撼動電動車的發展,頂多是替電動車產業帶來困擾。</p>
<p>他強調,電動車政策到防制地球暖化,減少二氧化碳的排放,不會因為一個人的政策而改變,美國仍然是地球村最重要的經濟跟國際局勢的安定者、領導者,但美國也不代表完整的全世界。</p>
<p>對於台電預算被砍,恐導致年後電價上漲,童子賢表示,要為台電抱屈一下,台電之前的電價能夠用較低的電價價格來供應民生、工業、服務業所需,隱含著台電用本身的虧損補貼較優惠的電價;預算被砍,台電負擔加重,未來「只有兩條路,一個是漲全民的電價,另一個是台電繼續舉債」。</p>
<p>(作者:江明晏;首圖來源:科技新報)</p>
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<div class="article-tags-area">關鍵字: <a href="https://technews.tw/tag/%e5%8f%b0%e9%9b%bb/" rel="tag">台電</a> , <a href="https://technews.tw/tag/%e5%92%8c%e7%a2%a9/" rel="tag">和碩</a> , <a href="https://technews.tw/tag/%e5%a4%a9%e7%84%b6%e6%b0%a3/" rel="tag">天然氣</a> , <a href="https://technews.tw/tag/%e5%b7%9d%e6%99%ae-2-0/" rel="tag">川普 2.0</a> , <a href="https://technews.tw/tag/%e7%9f%b3%e6%b2%b9/" rel="tag">石油</a> , <a href="https://technews.tw/tag/%e7%ab%a5%e5%ad%90%e8%b3%a2/" rel="tag">童子賢</a> , <a href="https://technews.tw/tag/%e7%be%8e%e5%9c%8b%e7%b6%93%e6%bf%9f/" rel="tag">美國經濟</a> , <a href="https://technews.tw/tag/%e9%97%9c%e7%a8%85/" rel="tag">關稅</a></div><!-- .entry-meta -->