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Back謝金河評周玉琴中天資遣:兩岸氣候巨變 台灣AI奔馳 中國泡沫調整
謝金河評周玉琴中天資遣:兩岸氣候巨變 台灣AI奔馳 中國泡沫調整
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自由时报24 minutes agoPolitics2 min readChina

謝金河評周玉琴中天資遣:兩岸氣候巨變 台灣AI奔馳 中國泡沫調整

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財信傳媒集團董事長謝金河回應資深主播周玉琴遭中天資遣事件,指出兩岸大氣候正在發生大變化,台灣在AI賽道上奔馳,中國陷入泡沫化調整,兩條平行線將拉開。他引用戴立安國情調查顯示,自2000年以來台灣民眾對中國經濟看好長期領先,但近年隨著疫情後台灣人民對經濟有感,看好台灣的比率首次超過看壞,成為政治大氣候轉變的轉捩點。同時,他指出過去依賴中國崛起的企業逐漸陷入困境,旺旺股價持續下跌至2.785港元,華利集團和海底撈頻創新低,反映中國內需式微趨勢才剛開始。

AI-generated summary

Why It Matters

自2000年以來,台灣民眾普遍看好中國經濟,看壞台灣的比率長期領先。2016年蔡英文執政後,此趨勢未改變。2020年疫情擴散後,台灣人民開始對自身經濟有感,看好台灣的比率首次超過看壞,成為政治大氣候轉變的轉捩點。同時,過去依賴中國市場崛起的台灣企業如今面臨轉型壓力,旺旺等集團承認轉型不力,股價持續下跌。中國內需式微導致華利集團、海底撈等內需型企業頻創新低,反映經濟結構調整壓力加大。

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財信傳媒集團董事長謝金河(資料照)

資深主播周玉琴突遭中天資遣引發各界震驚。對此,財信傳媒集團董事長謝金河表示,兩岸大氣候正在發生大變化,台灣在Ai賽道上奔馳,中國陷入泡沫化調整,兩條平行線會拉出來。

謝金河在臉書PO文表示,兩岸大氣候正在發生大變化,這兩天大家都在討論中天電視台的風波,周玉琴是廖筱君之後的數字台灣第二位主持人,她的遭遇,我也有強烈感受,兩岸大氣候正在發生大變化,這次戴立安的國情調查是很重要的指標。從2000以來,台灣的民眾普遍看好中國經濟,一面倒看壞台灣。最極致的時候,大約在阿扁即將下台,紅衫軍示威的時候,看壞台灣的比率高達93.6%,看好的只有5.6%。

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謝金河指出,這廿多年來,看壞的一直大幅領先看好的,即使是2016年小英總統執政,看壞台灣的仍大幅領先,一直到2020年疫情擴散後,台灣人民對經濟逐漸有感,這次看好的超過看壞的是台灣政治大氣候轉變的一個轉捩點。

謝金河直言,相對來看,過去靠中國崛起的企業逐漸陷入困境,蔡衍明先生給員工的一封信,自認卅年來轉型不力,這兩天旺旺的股價持續下跌,最低剩下2.785港元。最近在A股的華利集團,港股的海底撈都頻頻創新低,中國內需式微,這個大趨勢才剛剛開始,台灣在Ai賽道上奔馳,中國陷入泡沫化調整,兩條平行線會拉出來!

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What to Watch

AI outlook — possibilities, not facts

  • 台灣AI產業將在未來6個月獲得更多政府補助和私人投資

    Likely · Within months

  • 中國內需型企業將在未來3個月繼續承受股價下跌壓力

    Likely · Within months

  • 旺旺集團將在未來12個月內公開具體轉型計畫

    Possible · Within months

Open Questions

  • 周玉琴被資遣的具體原因是什麼?
  • 中天電視台此次資遣是否涉及更大規模的人事調整?
  • 台灣AI產業的具體發展政策和投資規模是多少?
  • 中國內需式微的具體表現和政府應對措施為何?

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