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台灣在內的東亞經濟體向來多以出口為導向，但如今中國的景氣復甦力道不如預期，就連韓國也難逃衰退命運，台灣GDP成長率更是再度下修。 市場關注焦點恐怕在於，出口表現頹靡不振，究竟是去庫存下的短期現象？還是「去全球化」下的長期趨勢呢？ 過往中國因疫情大停工引發供應鏈的斷鍊危機，加上美中貿易戰、烏俄戰爭等政經因素，分散供應鏈風險、「去全球化」彷彿成為新顯學。而一直以出口為導向的台灣經濟，未來在全球貿易還能否佔據優勢？投資人可以關注哪些面向，把握新一波的成長機會？ -- 主持人 | 孝瑜、沛甫 與談人 | 國泰世華銀行 資深策略分析師 王玠仁 -- 以上節目由《今周刊》邀請國泰世華銀行 聯合製播 -- Hosting provided by SoundOn
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