1月15號,美國商務部宣布美台達成貿易協議,確立台灣對美關稅由20%降至15%,不疊加最惠國關稅,與日韓享同等待遇。相對地,台灣承諾投資美國5,000億美元,主要投入半導體、人工智慧、能源等產業。針對半導體232條款,將對台灣出口到美國的半導體課稅,協議內容中包括,去美國建廠的台灣企業可以得到關稅豁免,在美國投資的產能愈大,豁免就愈多。
本集特別邀請中央大學經濟系教授吳大任解析,台灣用投資換關稅的調降與豁免,利弊如何?所謂的投資是以什麼樣的形式?企業自主投資美國,成敗還是要看經營績效,台灣科技業在美國製造的前景,如何評估?對台灣本地民間投資是否造成衝擊?我們可以如何因應,又有哪些關鍵點必須評估與防範?
另外,就在1月27號,川普揚言要把南韓關稅從15% 調高到25%,懲罰南韓國會延遲批准美韓的貿易協議,川普的強勢作風,對台灣帶來哪些警訊?台灣的國會生態與南韓相比,情況未必單純,吳教授從學者角度,對台美協議和朝野三黨未來的互動有何建言?歡迎收聽!
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