#老謝開講 #謝金河#財訊 面對未來的景氣衰退，台灣出口與內需都下滑的狀況下，應該注意產業調整的週期何時會復甦，此外全球供應鏈正在移轉，美國主導生產基地從中國移轉到東南亞，泰國或許會成為最大的受益國，值得投資人多加留意。 《各節重點》 00:00 精彩片段 00:05 開場 00:18 美國升息告一段落 01:45 運價下跌代表景氣衰退 03:18 台灣出口逐漸下滑 06:20 台灣企業獲利減少 08:12 全球供應鏈正在移轉 11:26 投資人應保持理性 ★財訊週年慶活動開跑囉！ 現在訂購財訊雜誌，全年最低價！ 要買要快喔～ 手刀訂購去：https://pse.is/4wam9s 活動日期：2023/5/11-8/31 ★ 商業合作請洽 [email protected]，或撥專線 (02)25512561轉249。 ★ 更多老謝獨家觀點，可訂閱《老謝財經茶水間》👉 https://lihi1.com/i1Zxe 製作｜財訊雙週刊 企劃｜財訊雙週刊 攝影｜吳尚哲 剪輯｜吳匡庭 後製｜吳匡庭 -- Hosting provided by SoundOn
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