{
  "text": "日本的經濟基本面很差啊。沒有競爭力啊。新的產業幾乎全部空白。不是失落了20年。日本是睡覺了20、30年。晶元製造有日本的嗎?新能源汽車的話你有嗎?第二個,所謂的匯率是反映經濟的基本面。它跟美元的利差太大。日本現在欠債這麼多的情況之下。你如果說你要提升你的這個利率的話,那一大堆日本的僵尸器25萬加,倒一半的話,對日本的經濟基本面。\n可以说是几乎致命的打击\n美国出手救一下\n你能持息救吗\n只能救急不能救穷\n穷的问题还真的没办法\n秃鹰是否打垮了美日联盟呢\n因为他们要拯救日元\n现在看起来是这个任务完全失效了\n为什么呢\n我们来看到一些细节\n包括了现在日本\n现在面临的各种问题\n像是进口成本暴涨\n日气现在狂哀嚎\n另外东京的房地产\n沦为外资的猎场\n高市扫描这个时候压力也非常的大\n要救民生\n这个物资一直上涨\n说要降食物税\n看起来也没效\n支持率创新低\n跌至53%\n好 今天我们会有深度的剖析\n先来看这一场日元保卫战\n大家认为是不是踢到铁板了\n如果您认为是留言写一\n如果您认为还不会留言写二\n我们来一起做互动\n回顾一下今年7月\n日币是一度扁到\n接近是164比上一美元\n结果我们先前不是做了报道吗\n每日联手就是要开始来拯救日币\n确实当时看到日币一度有反弹\n大约幅度达到5%\n结果呢 为什么啊\n到8月10号这一天又贬回去了\n达到了159.29\n重新吐回当时每日联手要去救日元\n大约是一半的涨幅\n现在呢 企业真的就是很担心\n会不会日币继续继续的贬值呢\n而日本企业内部其实做了一个调查\n他们认为呢 两成的企业说\n最好的价位就是\n大约是落在120到124日元\n对上1美元\n跟现在我们来看到\n这个数字159\n真的是差得非常多\n他们认为说\n这样子企业跟民众\n可以说是苦哈哈\n确实我们看到立刻\n对于产业界\n还有对于民生的冲击\n在日本内部\n已经开始一系列爆发\n首先看到优衣库的母公司\n已经宣布了\n受到日元走扁的影响\n成本大受影响\n所以预计\n即将到来的秋冬商品\n就会开始做价格上面的调涨\n涨幅大约是落在4%\n三菱电机同样也是日本\n一个非常重要的企业\n过去他们靠着出口赚得饱饱\n但是他们现在不这么认为了\n他们的财务长是这样说的\n落日元不代表日本的经济\n就可以一切的顺遂\n为什么呢\n因为日本还是长期靠着\n能源跟原物料食品来进口的\n所以你现在这些进口的成本\n大增的话\n是压缩日本人的内需\n那内需不就变弱了吗\n再来看到是三井物产\n还有三菱商市\n他们也这样说\n他们认为剧烈的汇率的波动\n影响了企业对于未来获利的预测\n跟他们投资的决策\n对于企业来说是非常不利的\n再来看到日本的贸易了\n虽然我们看到进出口都有增幅\n都有一个大约落在20%左右的一个增幅\n但是最后来算起来\n日本的贸易仍然是呈现严重逆差的\n达到了4000亿日元左右的一个金额\n那么我们也来看到\n尤其小老百姓现在也非常压力很大\n吃的用的穿的全部都开始涨价\n那压力现在也就压到了\n日本首相高氏早苗的身上了\n他说好了那赶快\n我们马上要来降食品的消费税\n从8%一口气降到1%\n而且最快2027年就可以上路了\n这样子也可以救回他\n现在低到不行\n创始上最低只有53%的一个民调吗\n这个要持续的做观察\n所以今天节目一开始\n先请教介大使怎么看\n首先是为什么日元干预了\n日美都干预了\n还是守不住\n接下来对于日本\n这个日币不断的贬值\n对于民生的压力\n包括我们刚刚看到\n这个优衣库\n日本家庭的薪水\n还有很多企业都开始抱怨\n这个对他们的重击又有多大呢\n介大使怎么看\n对 其实日本这个\n日元不断贬值的问题\n有两个根本因素\n现在日本都没有办法解决\n这两个根本因素都是怎么样\n就是beyond control\n就是控制不住的\n日本控制不住\n第一个\n它跟美元的利差太大\n所以这个套费的话\n让日元承受很大的压力\n大家就是说\n等于说\n这个卖日元买美元\n去套那个利差\n美元大概现在可以拿到将近4%\n日元这个汇率大概只有\n它的这个利息只有1%\n所以差3\n利差差3%\n这个对日元是承受承重压力\n所以这个问题不解决的话\n那这个问题的关键问题就没有抓到\n解决这个问题的关键没抓到\n可是日本政府已经\n它的国债已经是它的GDP的2.6倍\n所以这是无法解决的\n因为日本现在政府\n欠债这么多的情况之下\n你要增加利息的话\n日本政府的财政会垮掉\n而且日本还有一个\n大家还不太\n他们最近不太提的\n最近几年不提的\n日本有25家叫僵尸企业\n僵尸企业就是\n你的产观学一体搞出来的\n它都依赖什么政府的政策\n甚至这种低利率\n那么它能够存活\n现在是1%的利率\n它还债的时候\n它还不会吃力\n你如果说你要提升你的利率的话\n那一大堆日本的僵尸器\n25万家倒一半的话\n那就是连锁效应对日本的经济\n可以说是几乎致命的打击\n所以这个问题不解决的话\n没办法解决\n第二个\n这种所谓的汇率是反映\n它的经济的基本面\n日本的经济基本面很差\n没有竞争力\n新的产业几乎全部空白\n日本人睡觉睡了\n实际上他不是失落了20年\n日本人是睡觉了二三十年\n被美国人欺负的时候\n又不敢还手\n美国把他的所谓的芯片产业打光\n可以说在这个过程中\n韩国跟台湾的兴起\n让日本在这个方面扮演极不重要的角色\n那你说这些芯片制造\n有日本的吗\n日本还靠我们台积电\n没有台积电\n它现在还没一席之地\n靠最后只有什么光刻胶\n那你有HBM吗\nHBM都是韩国的\n所以那罗基晶片\n罗基晶片对不大部分是我们台积电\n日本有厂吗\n日本没有\n那另外一方面\n新能源方面\n应用方面\n没有啊\n新能源汽车的话\n你有吗\n而日本今年上半年\n去年一年才卖了400万辆车\n今年中国大陆上半年\n就已经超过700万辆\n就外销\n所以它的市场都不断的萎缩\n也没有新的产业\n那AI你有听过日本吗\n日本有什么大模型\n沒有吧?\n沒聽說過。\n所以日本經濟是一片問題,\n再加上人口老化。\n整個產業抑震乏力。\n日本經過失落30年的時候,\n它的產業非常不敢投資新的。\n他基本上他是希望怎么讲\n他赚钱要干嘛\n不是扩展新的\n是赶快去还债\n所以他们很在乎是利率\n所以就日本经济这个结构性问题\n是一点办法都没有\n所以那变成就是说\n美国出手救一下\n你能持习救吗\n只能救急不能救穷\n日本是穷\n日本不是急\n所以穷的问题还真的没办法\n所以现在回到快一百六了\n有很多人就看到大概170\n也为时不远\n现在也包括了内需不足\n还有债务的问题越来越高\n所以现在看起来是不是\n现在外资\n现在包括了日本媒体都很担心说\n反而是都是外资在买\n日本它的一些建物\n包括了来看到的是最新消息\n日本的国土交通省相关统计\n在2025年上半年\n居住海外的台湾买家在东京\n23区竟然是购入了192户的新建公寓\n比前一年还要多出了八成\n这个资金\n很多都是来自于海外的\n不断的去买东京的房市\n数字创下新高\n日本媒体说\n东京可能已经变成全球资本眼中的一个重要列场\n现在是外资在这边大减便宜吗\n上次哥怎么看\n对于日本的影响\n好 今天主要就是日本贬值\n这个状况来讲\n并没有真的结构性的改变\n所以日本的里面的东西\n如果就外币\n你拿美金 你拿台币\n你拿韩元 你拿人民币去买\n就是便宜嘛\n它就是真的真的很便宜\n那先前其实有包括统计房子\n就是大概跟去年初的时候相比\n大概就少了\n最高可以少三分之一\n那日本的房子\n你说也是几千万\n当然少三分之一\n你可能就已经省了上千万\n所以其实就这么简单的概念\n也因此现在我们都知道\n接下来可能9月10月的时候\n日本的包括观光客到那个地方\n会有出境税\n然后你那个duty free的部分\n以前你在美妆店里头\n他就把你扣掉了\n未来你要辛辛苦苦到机场去退\n有很多的麻烦\n那基本上他就让你这个外国人来\n觉得日元很便宜\n乱消费这件事情\n他还是帮你设一些门槛\n然后抬高了很多的\n要缴日本的这些规费\n但会影响到大家去日本买便宜货吗\n我相信不会的\n不过我觉得我回头过来\n还是要看一下日元\n我想日元现在是这样的状况\n在7月30 31号\n美日联合干预\n这个还是很重要的一天\n当天美国出了100亿\n日本出了700\n大概770亿左右\n大家联手干预\n当时其实是从原来我们知道\n163扁扁扁\n扁的163.8\n这姑\n一下子就是升值了\n大概8.6元\n历经10天\n现在又回去又回扁了\n4.1元\n一半就没了\n就是这些千年的钱\n一半就没了\n但是我们现在在关心\n这个部分是慢慢的又扁回来\n但是其实美国不是出重手吗\n到底怎么回事\n我觉得现在其实大家在观察\n是不是这些所谓的国际秃因\n还是这种投机的钱\n还是不相信\n这些美日干预的效果\n要知道不是干预的时候\n日本就扁了\n它干预是一个介入\n可是日本央行还没有升息\n所以真正的要稳定\n还是要得到升息\n不过我觉得大家注意\n日本到现在的状况\n因为作为日元便宜\n套息交易\n你钱都去存美元\n你就可以赚三点多%\n甚至最多到四点几%\n而且银行\n日本的银行\n国际银行都在做\n也不是只有投资的\n这一堆图因\n大家现在关注的是这种空单\n要知道在国际期会当中\n美国这个期会交易委员CFTC\n就其实在紧盯\n因为为什么日本会贬\n就是因为人家买外汇的\n日元期货看空\n在每月还没出手之间\n很恐怖\n空单是13.8万张\n7月31号那天出手之后\n瞬间少了一半\n6.8万张\n那现在呢\n可是那边8月4号之后\n美国CFT期没公布\n所以我觉得有可能\n这个空单又回来\n但是外界就没有资料\n不知道\n所以这个影响性\n我认为是现在\n至少就这样子\n回扁的状况\n我认为投机性还在\n那这个概念\n最后怎么来看待这一波\n到底怎么回事\n我认为很简单\n就两个\n第一点就是说\n现在在投机的\n或正规的日本银行\n正规的投资的\n都在测试日本\n或包括美国的官方底线\n好 你现在出手\n你是底线吗\n你只是威吓一下市场\n但这个底线在哪里\n大家还在测\n第二个我认为就刚刚讲\n釜底抽薪没有别的\n就是央行宣布升息\n日本所有日元\n永远的利息涨\n然后全世界在外面的\n这些流动在赚差价的日元\n被迫要全部回到日本\n你才有可能日本\n真正的恢复生存之后的稳定\n那当然过去认为是10月\n但现在都认为应该9月\n所以如果9月日元的这个升值\n就包括它的升息之后\n我认为在全世界包括美元\n包括各式各样的货币\n包括台币\n包括去观光的这个钱\n9月之后\n10月如果去日本玩\n可能成本就要高一点了\n好 那如果真的\n9月份的时候日本升息的话\n日本接得住吗\n因为他们现在债务非常的高\n占GDP的250%到260%左右\n接下来可能会发生什么事情\n那日本首上还有\n日本政府首上还有什么的招呢\n黄建长怎么看\n其实他不是说他有什么招\n而是这个金融的问题\n太复杂了\n而且有很多的因素在影响他\n而且这些因素里面\n通常是你拉这个\n这个下来\n你拉那个\n那个下来\n他很难取得一个适当的平衡点\n那一个国家到底有哪一些机构\n或什么能够影响这个国家财政呢\n第一个当然最主要是央行\n央行它可以管货币流通\n它可以限定每一个银行\n你的存款多少人带出去\n它可以决定升息\n这个是不受政府控制的\n像川普不是说升息降息\n你不是那个FED的总裁\n跟我们不听他的\n这是一个你知道\n政府归政府\n央行归央行\n央行管的是金融这个次序\n那政府管什么呢\n政府是一个行政单位\n它在管的是收跟资\n花钱\n如果我现在的财政状况不好\n基本上我就是开源截流\n怎么样去能够增加一点收入\n减少一点支出\n这是政府在做\n这两个单位通常不一样\n我举个简单的例子\n好比说现在央行说\n我们日元这个实在是太弱了\n那我升息\n我增加日元的市场的持有力\n然后很多人来买日元\n我升息了\n这时候会怎么样\n消费会下降\n因为有钱了\n我存进去就好\n那我不要去花钱\n消费会下降\n反过来讲\n政府他关心的是民生\n好比说政府觉得像\n高市觉得现在\n日本的人民在生活非常不好\n那我怎么办\n我就可能减税\n如何取得平衡比较困难\n日本70年的军工巨兽复活吗\n今天特别来看到\n因为高市高喊着抗中\n大扩军\n现在推升了最新在过去这一年\n三家日本非常重要的军工产业\n包括了三菱重工\nIHI还有川崎重工的股价\n一年之内暴涨\n那么落日元现在是让日本的百姓叫说\n真的是日子过得苦哈哈\n没有想到贝森特近期不是说了吗\n他要来去救日元\n但是大家挖一下他过去的历史\n他曾经大幅的放空日元\n获利10亿美元的一个金额\n到底怎么回事\n现在华府会全面介入管东京吗\n今天我们会做深度的剖析\n欢迎观众朋友留言跟我们一起做互动\n如果您认为日本现在扩大\n它在军事上面的发展是军国主义魂复苏\n留言写一\n如果您认为还没有这样的迹象\n留言写二跟我们做互动\n好 现在来看到的是日元\n现在日本真的是\n必须要向美国求援的地步了吗\n我们再看到的是日元最近不是重贬\n一直到40年的新低吗\n其实在过去日本政府是一度认为说\n日币贬值其实是对日本非常好的\n高市早苗当时是这样说的\n他说日币贬值就很有利于\n我们这些大企业的出口\n我们日本赚得盆满钵满\n确实他当时是这样子认为的\n但是现实现在很狠地把他打脸了\n因为确实我们看到出口的大企业有赚钱\n但是老百姓过得很痛苦\n有赚钱包括了汽车跟机械\n这些出口的产业的企业受贿\n但是我们看到日本最主要\n它还是依赖进口的能源跟粮食\n所以说进口现在因为弱日元的关系\n导致民众买东西越来越贵\n物价不断的飙升之下\n连续四年日本已经进入高通膨的一个状态\n导致民众生活压力越来越大了\n就在经济的压力之下\n日本还是持续的要扩大\n它在军事领域的发展\n并且高是早苗\n它高喊的就是中国威胁论\n扩大对于军事的发展\n我们来看到几项具体的例证\n第一个\n最新日本公布了2026年版本的防卫白皮书\n全文非常多页\n达到了598页\n创下了历史最高的一个记录\n并且新版的这白皮书\n把中国大陆列为是最大的战略挑战\n并且显示说\n其实包括了中国大陆是\n这个他们最大的威胁之外\n他们还说中俄朝的军事联动的风险\n甚至是台海的风险一直不断的提升\n接下来日本说了\n要好好的来发展他们的无人机\n等等新型的战争武器\n那么日本的防卫预算呢\n也已经来到了新高\n1.8兆新台币\n都是要用在军事上面的发展的\n再来我们就是看到了这三家\n非常日本最重要的军工育三家\n在过去一年股价暴涨翻倍\n三菱重工还有这一家是IHI\n跟川崎重工等等\n被视为说就是因为\n日本要来好好的发展他们的军工了\n那高市早苗我们来看到\n因为这个经济表现真的太差了\n民众对于安全议题\n其实没有什么感觉的\n所以最新他的民调已经跌到\n只剩下41%了\n七成民众不满\n现在日本的物价不断的在飞涨\n所以今天节目一开始\n先请教干哥怎么看\n一边是日元不断的跌\n物价狂飙\n人民吞下了经济上面的代价\n一方面我们来看得到\n军工股不断的狂飙\n高市早苗打造的军事强权梦\n究竟是守护日本\n还是牺牲了民生\n为大这些军工的利益呢\n干哥怎么看\n日本现在有一个笑话\n就是股市狂歡跟貨幣崩潰\n同時上演\n奇怪了這到底是國家的服務\n還是國家的貨\n大家都狂歡 為什麼\n標嘛 台灣也一樣 韓國也一樣\n反正還有四代同堂\n一家四代通通都貸款去玩股票了\n這是正常的情況嗎\n日本也有股市過熱的問題\n但是高市早苗\n你知道嗎\n他是一个很典型的\n保守派的政治人物\n所以说他的想法\n他就说\n货币下跌对我们是有利的\n你看大企业都赚得盆满钵满\n对不对\n那是大企业\n你的选票是从大企业来的吗\n民主国家你要想到\n你的票是从老百姓的手上出来的\n但是他演技里面\n他只有什么\n大企业\n所以说他让股市\n他让会市\n让市场去决定\n我老实讲一句\n他就是刻意在压低\n日本日元的币值\n日元已经跌到\n40年来最低了\n通货膨胀连4年来\n都超过2%\n这很严重\n这些我们都丢着不讲\n好\n小泉晋次郎防卫大臣\n刚刚最新出版\n2026年日本防卫白皮书\n第一章一打开\n接触日本将来六年防卫计划的目的\n是要怎么样因应\n中国在东海和南海的扩张\n他就直接告诉你\n他说因为中国的航空母舰\n以及驱逐舰队\n在这些海域的活动\n有逐步增加的趋势\n而日本海上自卫队\n想不出有什么可行的方法\n以致对抗\n那怎么办呢\n那我直接提升防卫预算到1.8亿\n1.8兆\n不是1.8亿\n1.8兆新台币\n到了1.8兆新台币\n我可以告诉各位\n那就超过GDP的2%了\n为什么\n因为那是川普要求的\n那事实上\n也正好符合高市早苗的心意\n为什么\n因为他很希望\n日本在台湾有事的时候\n他现在把防卫白皮书里面\n提到台湾就认为说\n台湾海峡如果出现争端的话\n那会直接影响到日本的生命线\n所以说你要把它等同于日本\n就遭遇到生死交官了\n他现在已经越来越明白\n就说我要介入\n可是我要怎么介入呢\n我要介入的话\n那当然还是要\n我们这些大企业的支持\n什么叫大企业\n川崎重工\n日本第一品牌\n三菱重工不用讲了\n会坐飞机也会坐汽车\n石川导波模重工\n从二世大战最有名的\n做飞机引擎跟潜艇引擎\n它甚至可以\n生产一艘真正的核子潜艇给你干\n这是日本真正的大企业\n而且这些企业\n所造出来的军武品质\n都一向是在世界的前列\n大家听过最上级的护卫舰吗\n最上级的护卫舰\n不但澳洲要买\n印度要买\n台湾也要买\n谁的\n三菱重工\n所以现在我跟你讲\n防卫白皮书写的很简单\n也就是说在未来几年之内\n也就是說在未來幾年之內,日本面臨前所未有的戰略性挑戰的時候,\n在這種情況之下,我們一定要擴大國防預算。\n問題是日元一再探底的結果,現在一美元已經對到多少日元?\n163.99日元\n这样子对于老百姓的生活\n直接影响油价好不好\n食品价格一定掉不下来\n为什么\n因为这就是民生必需\n然后高市掌描\n完全没有把它看在眼里\n所以有人说\n他的任期可能不长了\n因为他有一天突然倒戈的话\n一定会非常的迅速\n因为他现在的情况\n跟他原先所承诺的事情\n完全背道而知\n这就是我们现在所看到日本的实况\n好 这个是日本现在面临的\n不管是经济上面\n或者是来自于老百姓政治上面的双重压力\n那日本最好的朋友\n也就是他们最重要的盟国\n美国现在罕见说我要出手了\n这位是美国财长贝森特\n他公开表示\n因为日元近期不是贬到40年新低吗\n他说呢\n接下来我要跟日本一起来稳定日元市场\n所以呢\n被发现他这边在本子上面写了\n说要买进500到100亿美元的日币\n但是有一件事情很讽刺\n就是最新今天外媒所做的报道\n他说对\n贝森特现在说他要救日元\n但是被挖过\n挖出来他过去的历史\n他曾经在索罗斯基金操盘期间\n大举的放空日元\n当时贝森特这边的操作下\n获利高达了10亿美元\n等于说他现在的角色\n从过去大放空日元\n到现在成为了拯救日币的英雄吗\n好 再来不只是贝森特\n他这个操作的方式\n是不是跟美国政府也有点像呢\n凡事都是以自己的利益为出发\n因为这背后\n美国是否在考虑\n要救日元有三大的利益\n第一个就是救美债\n第二件事情就是\n逼日本持续的扩军\n把他的国防支出\n从目前的GDP2%\n是不是可以超过3%呢\n并且大幅的购买\n美国的军事武器\n跟美国合作\n最后就是确保\n日本对美的投资能够落地\n因为当时日本曾经\n承诺过美国说\n对 我会投资你超过5500亿美元\n这内容涵盖了能源\n制造业跟基础建设等等\n所以美国也要确保日本的经济\n还有金融上面的稳定\n是因为这样子吗\n那先来请教委员怎么看\n有关于贝森特这个人物\n他从做空日元到拯救日元\n是不是跟美国政府的做法\n也有点类似呢\n委员怎么看\n我先帮大家介绍一下\n索罗斯的这个基金公司\n就是索罗斯基金管理公司\n他其实在过去\n这个国际金融市场上\n是恶名昭彰的\n就长期以来\n他就是专门扮演\n这个空头的秃鹰\n他狙击过英镑\n狙击过泰铢\n狙击过印尼顿\n造成过韩国的\n当年的亚洲金融风暴\n通通都是索罗斯\n这个基金管理公司的\n这个一手操作出来的\n那么他只有在\n毕生战役里头\n只有一次落败\n就是当时他要狙击港币\n可是他没有想到\n中国大陆拿了足够的子弹\n跟它对决\n所以索罗斯基金管理公司\n在狙击港币的那一战里头\n是煞雨而归的\n但是我刚才讲到的\n其他的战役\n它都赚得盆满钵满\n英镑是在什么时候\n脱离跟美国挂钩的\n就是因为被索罗斯狙击\n1992年\n索罗斯基金管理公司\n结合了\n它自己本身只出了10亿美元\n然后它结合了两个政策\n一个叫做外汇远期合约\n另外一个\n它跟银行签了足够的信用额度\n他一口气把当时的10亿美元\n放大杠杆到100亿\n放大了10倍\n谁在操作的\n核心成员就是贝森特\n贝森特1991年到2000年\n就在索罗斯基金管理公司工作\n当时狙击英镑就有贝森特的影子在里头\n贝森特是操盘手之一\n然后贝森特后来离开了之后\n再回到索罗斯基金管理公司的时候\n是2011年到2015年了\n所以你说贝森特现在跑来救日元\n为什么大家觉得这么好笑\n就是因为你本来就是一个\n国际金融市场的秃鹰\n你专门就干这种事情\n然后你现在居然要办好人\n说你要去救别人\n那你说美国为什么要救日本\n他当然是为了自己\n美国要救日本其实最主要的原因\n刚才思敏讲了有三个\n但是美国这个自私的这种心态\n他真正最主要要考量的是\n他的美债\n因为如果他今天不出来救日本\n日本自己要来\n日营要自己进场来互盘\n日营会怎么做\n日营手上的美元不够\n它必须要卖美债\n它要卖美债\n拿美元买日币进场互盘\n所以你看到了日本\n大概当时是在7月30号吧\n它那个时候日营投进了\n528亿的美金互盘\n然后到了7月31号\n它再投340亿美金互盘\n大家想一想\n如果日营自己单干这件事情\n它就只有一直卖美债\n一直卖美债\n一直卖美债\n会造成什么结果\n市场上的美债的供应量太多了\n于是美债的殖利率就飙升了\n这对美国来说才是最严重的打击\n所以你说贝森特跟美国很好心\n说我来救日本吗\n他也没救\n你知道他用什么方法救吗\n他用了一个根本自己一毛钱\n都不用出的方法去救了\n大家知道在当时疫情期间\n美国的联准会订了一个机制\n叫做FEMA\n这个机制是什么\n他的意思就是说\n如果你这个国家\n你有美债存在我\n联准会的纽约银行\n你有美债压在我这里\n我就让你借\n就是你临时需要掉头寸的时候\n我让你借\n最多借600亿美元\n7天\n我时间给你7天\n让你掉头寸\n让你在短时间之内\n不至于有基金的问题\n这个资金短缺的问题\n当然最主要他会做这个想法\n是因为他怕去卖美债\n所以你就跟着跟我借就好了\n干嘛卖美债呢\n你美债可以继续留在我这里\n可是这7天他还是收利息\n它的利息比市场上的\n付买回机制的利息还要高的\n所以它不是做大善人的\n它不是做慈善事业的\n它还是有赚人家的利息一手\n它今天是用同样的方法在救日人\n它跟日本讲\n反正你有美债压在我这\n那你跟我借好\n所以你想想看\n本来日本政府去卖美债\n它也不用付利息\n它就卖美债就好了\n它现在不得已\n它现在是要跟FEMA机制来借钱\n然后最后还要付利息\n所以你说美国到底真的帮了日本什么\n我实在完全看不出来\n他所做的一切都是为了他自己而已\n但是今天美国投进来的子弹够不够\n各位知道日本的汇率\n日本的外汇市场\n一天的交易额是1.3兆美金\n1.3兆美金的额度在里头\n那你拿个300亿\n500亿\n800亿\n1000亿\n这杯水车薪\n你要拉得起来很难的\n虽然现在人家说\n现在看起来好像有效果了\n废话\n市场有预期心理\n大家都知道你美国跟日本现在要救\n谁会在这个时候进场呢\n而且现在有很多人开始回补了\n我当时低价买的日币\n我现在高价把它卖掉\n我赚你一手\n我再等着下一次再进场\n现在大家在等什么\n在等你美国跟日本的子弹用完\n因为很显然的\n你手上没有无穷无尽的子弹可以用\n当这个子弹一旦用完了\n日元又马上会急转直下\n所以你们就看到它最快就拉到155\n然后现在在157 159不断的震荡\n为什么\n就是因为后继无力了\n用这种方法去拉抬日元根本是不可能的\n不解决日本跟美国基本利率的差距\n1%跟3.5%到3.75%的这种差距\n这个问题不解决\n耗力交易会永远存在的\n好 那上次哥又怎么看呢\n我想这次其实都知道了\n其实到底这次美日联手花了多少钱\n其实有\n统计出来在这一波的\n7月30号三消这两天当中\n日本拿出了870亿\n用 当时日本拿出多少\n736亿美金\n在4月5月之后两拨来介入\n结果介入当中有一点点作用\n可能立刻又没有了\n而这个当中\n他当时这两\n4月5月就是卖美债\n所以这时候就美国\n不会让他再卖美债了\n而且其实美国为什么还要介入\n因为现在日元的波动\n开始影响全球的部分\n包括美国资\n包括化解股市\n要知道现在美国股市当中\n科技AI类股市\n整个美国化解股市\n在85%的动能\n所以靠着AI类股\n如果这当中产生了资本当中\n日元跟美元当中流动的影响的话\n其实对美国的\n现在维持的经济状况来讲\n所以这个稳定性\n我觉得贝森特哪个要出售\n而且我们看这个\n其实美国出售当中\n还是有点贼\n而且我觉得大家要注意几个角度\n首先第一个部分是\n贝森特就是让路透社拍到\n我们看拍到他那时候\n他后面就是有50到100亿\n然后要买日元\n你知道这个东西\n所以大家就知道\n你根本就故意的\n所以當你故意的時候\n就會讓那些預期性的投資套現的部分\n美國要介入了\n所以大家會開始有點收手\n他就省了很多錢了 你知道\n就自動了\n第二個部分\n其實這一次很特殊\n它是賣歐元換美元之後再來救日元\n所以其實當中沒有動到任何\n這個滿聰明的\n這是外界 超過外界預期\n結果但是\n而且這裡還有一個很微妙的地方\n這裡不是美國財政部出手\n是財政部讓FED連準會出手\n所以這裡頭有個微妙地方\n財政部跟現在連準會\n怎麼會這麼緊密\n大家為什麼會這麼迅速\n快速的就來幫日本呢\n所以我認為再來\n我們要注意一件事情是\n這次看是美日就\n如同剛剛大千講的\n我認為沒什麼用\n其實現在馬上155到20\n馬上就這兩天\n我回到157點了\n所以其實大家還是看\n是不是投機的力量還是很大\n但是我覺得要特別關注\n美国跟日本这个紧密度\n我觉得你知道\n钱袋子这件事情\n而且为什么在这个时候救\n还是很微妙的\n所以这里头\n其实美日之间的紧密关系\n包括军事\n包括等等的\n中日的这些\n中国跟日本现在这些冲突\n你看如果救日本\n换到川普的个性\n早就大说他是他的功劳\n川普都一直保持沉默\n现在在日本很多的\n这些微妙的地方\n川普都有点疏离\n这里头是不是背后\n其实还是\n美国还是控制着\n包括日本的很多的变数\n以及跟中国之间的关系\n这一次的旧日旅游\n我觉得大家要看深一点\n后面这个深层度\n其实是要值得注意的\n日本危机大爆发\n今天要来看到的是包括了\n现在在日本\n昨天发生的这场地震\n影响了晶片的命脉\n另外还包括了\n中国大陆断它的稀土等等\n高市在这个时候\n还是不认错\n硬撑下去\n那另外一方面\n日本现在持续花八兆军飞\n要打造国家的军工厂\n日本是不是要走向战时体制呢\n今天的大主题也请观众朋友留言\n来跟我们做互动\n如果您认为日本现在面临经济\n还有金融上面的危机大爆发\n留言写一\n如果您认为还非常的安全\n留言写二\n跟我们一起做互动\n这场来自于日本领报的国家危机最新消息\n要来看到的是在昨天\n雄本爆发的7.1级的这场大地震\n直接影响的就是半导体的供应链受挫\n那么包括了东京威力科创两座的工厂宣布停工之外\n在熊本这边之所以特别的重要\n因为很多的半导体大厂也都在这边\n除了台积电Sony之外\n还包括了瑞萨电子等等\n现在在评估说是否也因此受到了影响呢\n其他受影响的企业还包括了丰田三家的工厂\n已经暂时先停止作业了\n再来就是本田机车的熊本厂也停工\n目前这一场意外造成13死亡\n数字当然了\n还在持续的统计当中\n另外就是另外一场\n同样也是影响半导体供应链的\n中国大陆持续的警察\n对于日本稀土害气等等的\n这个出口计划\n直接打击了包括了日本的企业\n像是它的日本的科技业\n汽车跟军工产业等等\n那直接影响的包括了\n有丰田日立三菱重工\n性越化学等等\n这些知名大厂的核心企业\n日本现在就算是拆了空调\n还有深海要去挖\n包括了稀土要做提炼\n到现在是无解的\n那日本的产业界最新也估计了说\n如果中国大陆的稀土持续紧掐的话\n再这样下去\n一年恐怕面临2.6兆日元的损失\n这个规模占GDP的占比\n来到了2.3%\n除了在产业上面\n刚刚看到一系列的影响之外\n我们现在要来看到日元跟日债\n目前又面临了哪一些重大的影响\n首先日债的规模已经达到了1200兆日元了\n占GDP最高甚至高达250%\n长期维持是全球最高的负债国家之一\n日元的部分崩跌到163大关\n引爆了现在投资人也在失去\n对于日元日债的信心是否引发抛售潮\n等一下也请委员带我们看\n因为有专家提到有可能会爆发这样子的一个事情\n市场现在也忧心\n政府持续的扩大它的支出\n尤其高市早苗最近还要降低\n这个食品税\n是否再增加财政上面的负担呢\n这个也是外界所关心的\n面对现在各种的压力\n日本高市早苗怎么说呢\n他说自己没有应该要去反省的地方\n而看到了最新民调\n高市的支持率从6月份\n还有51%\n一口气现在下滑了至少10个百分点\n来到了历史新低\n只剩下4成的一个支持度\n所以今天节目一开始\n先请教委员怎么看\n日本的债务危机\n另外高市说没有需要反省的地方\n而日元跟日债是否引爆抛售潮\n也是现在专家所担心的\n政治危机加金融危机的双重风暴\n会不会正式引爆\n委员怎么看\n当然这个情况非常的不好\n所以关于这个问题\n高市内阁我估计在今年年内\n就一定会下台\n因为高市内阁\n除了高氏自己的表现太过于跳动\n那么不符合日本国民的期待之外\n其实高氏在最近这段期间\n全力在推动军国主义复辟跟抬头\n这也不太符合日本大多数民众的想法\n所以大家可以最近看到\n日本不管是地方议会也好\n或者是日本的民间\n有各式各样的抗争的行动\n那更不要讲高氏自己\n陷入了一个丑闻当中\n而这个政治丑闻\n到目前为止都还没有解开\n所以对日本首相来说\n他只要陷入丑闻\n几乎就已经敲响了它的上中了\n这个高市内阁要解散\n只是迟早的问题\n那至于说日元的状况更惨\n我觉得日元是一个死局\n就是我看日元的这个局势\n几乎是根本没有办法解开的\n大家知道现在日元之所以会\n造成这个汇率无量下跌\n最主要的第一个原因是因为\n这个它跟美元之间的利差太大了\n现在大家都在做利差交易\n日本的基本利率是1%\n美国现在的基本利率是\n3.5到3.7%\n所以你一般的投资者\n你会怎么做\n你会去日本银行借日元\n因为日本的利率很低\n你跟银行借日元\n那个利息很低\n你借了日元之后\n通通跑去买美金\n买完美金之后\n就乘到美国去\n去收那个3.5到3.75的利息\n你中间赚的利差交易\n再拿一点去把利息付掉\n你就赚了\n现在日元之所以无量下跌\n你甚至日本央行\n日营说出来要来互盘\n根本是不可能的事情\n他唯一最重要的癥结点\n好,關鍵問題來了。日本敢嗎?\n剛才這個詩明給大家看到的,日本現在的債務已經到了GDP的250%了。\n通常在我們總體經濟學上,債務只要超過GDP的100%,\n你就是一個債務國\n它是250\n它的欠的債是\n賣下260了\n它也是2.5倍到2.6倍的狀況\n那關鍵問題來了\n你欠了一屁股的債\n那你平常要幹嘛\n你要付利息給人家\n那因為你現在基本利率很低\n就一趴\n所以你現在的日本公債的利息\n不用付這麼多\n可是如果你一升息呢\n那你一升息\n你接下來所有的債務的利息\n全部都要提高了\n那這個時候你扛得住這個債務嗎\n你的利息负得出来吗\n更不要讲\n日本的企业也在跟银行借钱\n你现在一升息之后\n日本的企业跟银行借钱借的\n大家知道银行借你钱都是浮动利率的\n它都是以基准利率用几倍来这样算的\n所以当基本利率一改的时候\n你的浮动利率就跳上来了\n那在这种情况之下\n日本的企业撑得住吗\n第三\n日本是一个完全靠进口的国家\n日本基本上没有任何原物料\n现在在全世界这么混乱的局面\n特别是在这个能源价格\n高涨的过程当中\n大家看到的那个通货膨胀的\n这种压力\n所以日本的企业\n它进口的原物料的价格\n就变得更高了\n所以原本大家以为说\n日币贬值它的竞争力会变高一点\n可是那已经过了一个死亡交叉了\n日币适度的贬值\n对这个出口的产业有帮助\n可是当你贬到太夸张的时候\n在面临到通货膨胀压力\n在面临到你这个整个汇率的压力\n你的原物料的价格远超过了\n你这个出口能够得到的获利\n那在这个情况之下\n对日本的企业来说\n那就是沉重的负担了\n所以光是我刚才讲的这三点\n我还没有讲一下其他的复杂的因素\n光这三点\n坦白讲我就已经想不出来\n到底日币到底有什么样的一个出入跟解方了\n现在看起来\n当时是160\n我看现在看170\n甚至到180\n甚至200都是有可能的\n那么跌到什么时候呢\n如果日本现在放手不管\n我告诉各位\n当然跌到某一个时刻还是会停的\n跌到什么时候呢\n跌到真的符合供需关系的时候\n它就会停下来了\n可是那个情况对于整个日本来说\n可能就是灾难性的结局\n所以现在日元跟日灾出问题\n专家也就说会不会引爆\n所谓未来的抛售潮\n这个还要再持续的做关注\n那另外一方面日本要担心的事情\n还有就是我们看到\n在有关于稀土\n还有它的企业界的影响\n因为这场地震\n再加上中国大陆持续的紧搽稀土\n这个双重打击\n袁老师有什么看\n这个雄本地震\n再加上日本的这个产业升级\n就失败\n原来\n刚刚我们委员讲了非常多\n我可以大胆地预言\n日本绝对是完蛋的了\n但是话说回来\n如果说要分析针对于地震\n以及这个产业萧条的情况下来讲\n我们有一句老话叫\n天作孽有可为\n人作孽不可活\n我们现在讲说天发生地震\n我刚刚举这个例子\n台湾也有地震\n这个没有什么好讲\n但是的话风雨升人\n就是风雨升信心\n大家会觉得说有地震的话\n日本应该是能够撑下去\n但是日本的产业为什么衰败呢\n我举三个原因\n日本首先的话\n第一点就是说\n刚刚大千已经介绍\n日本的汇率的问题\n这个情况非常严重\n我们不多讲\n然后第二个问题的话\n就是日本现在的话\n为什么没有稀土\n就是高市扫描\n在去年的11月7号\n莫名其妙冒出了一句\n安倍晋三被打死之前说的话\n他把台湾有事\n搞了大陆话\n非常没面子\n大陆讲说我平常对待你很好\n因为日本的产业之所以厉害的原因\n就是自己是造成了环境污染的\n稀土的产业\n它不生产\n全部交给大陆来生产\n然后日本环境很漂亮\n又搞观光又有好产品\n那现在没了\n稀土当中日本想了三个对策\n第一个用偷的\n跑到大连去偷\n那个富士电机\n结果没偷成被抓到了\n然后第二个的话\n捡垃圾\n从那个\n从那个旧的冷气机里面\n捡垃圾\n捡得不够用\n然后第三个到海底下\n那个什么两制到底下\n什么挖了些大泥巴以后\n什么现在那个泥巴以后\n能管什么\n自己都不知道\n自己都讲不清楚\n所以日本现在这个情况下\n就是说高市早苗的话\n唯一的能够获得知识的原因\n就是把中国看得\n非常非常的不行\n要是把台湾有事的话\n日本就要来\n让你来试试看\n但是我告诉大家\n在这边我要强调一下\n日本每一次遇到国家经济情况不好\n就国家快完蛋了\n都想办法找一个国家来偷袭\n现在日本的话\n他们的防卫天厅小元气次郎\n就要开始要松绑他们自己的反核三原则\n那对大陆来讲的话\n这真的是底线\n所以日本的话\n就是说除了天 人\n他们之外的话\n日本自己的未来的发展\n我觉得日本自己都不晓得该怎么办\n好我们现在也是感觉上\n日本好像突然之间\n从原来觉得不错\n现在变成一个非常有麻烦的地方\n是 那所以任老师也带我们看到\n现在日本除了提出这个反核三原则之外\n是不是要往军事主义的方向去做发展\n从这当中有一些迹象\n首先第一个最新消息是外媒特别做的报导\n爆料说日本政府正在研究修改制度\n接下来要允许国家直接持有部分的国防生产设施\n来因应未来如果真的爆发了战争\n日本可能面临弹药不足 供应链不足\n生产不够快速的一个问题\n第二件事情\n日本持续扩大它的国防支出\n正式突破8兆\n并计划在2027年\n让这个防卫支出达到GDP的2%\n这个支出其实只是在\n美国跟中国大陆之后的\n第三个国家了\n资金投入的方向\n是不是也是要往军国主义的方向\n去做发展\n因为它主要投资在长城飞弹\n无人的武器\n防空系统\n弹药库存等等\n所以现在日本的问题是\n一方面面临在经济上\n金融上面的危机\n但是一方面又扩大在军事上面的支出\n要往军国主义做发展吗\n干哥怎么看\n在二四大战爆发以前\n虽然大家都很知道\n石川导波魔重工\n川崎重工\n三菱重工\n这些都耳熟能详\n当时都是在政府的管制底下的\n其实他们的生产\n跟他们的营运\n受政府的政策影响很深\n那是在战争之前\n那现在战后呢\n日本不允许拥有军队之后\n这些都不存在了\n也就是说这些企业都是各自发展\n拥有绝对的自主权\n但是你知道为什么防卫省\n现在最近提出一个法案\n叫做GOKO\nG-O-C-O\nGOKO法案\n就是什么你知道\n就是这个政府持有\n然后民间营运\n要提出这个新法案\n就是說以後\n要提出這個新法案就是說以後屬於這些軍工產業都有政府來持有。\n那這個交給民間去營運。\n那我心裡就在想,你不可能從日本固有的工業裡面\n去把這種股份給抽出來\n變成國家所擁有\n這根本做不到對不對\n那你為什麼防衛廳或防衛省\n你們會有這樣的想法\n會想要說\n我把像這些大型的軍工產業的持有\n變成政府所有\n然後交給你們去營運\n這就是什麼你知道\n這我給你點破\n這就是軍國主義復辟\n他就是准备我政府抓回了\n这些最主要的重工业的生产之后\n他将来才能够随心所欲的\n日本政府他自己本身\n他就可以进行扩张\n或是进行什么\n进行海外部署\n甚至可以拿回军工业的生产主导权\n可以开始外销\n这些通通都是在长远的算计里面\n所以你说你现在\n你说你现在你看看\n他们的最主要的\n他就是说将来\n你看我们长城巡弋飞弹\n高超音速飞弹\n以及无人机的沿岸系统\n这些都耗资巨大\n那这些耗资巨大\n就影响到日本将来的防卫白皮书\n它到底应该要怎么做\n而且这里面\n虽然利益不是最主要的考量\n最主要的考量\n还是国家能不能够掌控\n你说三菱重工\n你现在每年\n你要生产多少战机\n生产多少的引擎\n这些东西老实讲一句\n都不是国家能够控制的\n所以我要把它拿回来\n将来一旦有事\n什么有事\n太平洋有事了\n或者是北方四岛有事了\n或者是我要抵抗\n这个俄罗斯军队的入侵了\n那我们政府自己本身\n就有马上扩充产品设备的生产速度\n比如说爱国者飞弹\n比如说日本自卫队的火炮战车等等\n所以大家就晓得说\n日本这种态势\n2027年的预算\n国防预算已经到了九兆日元\n你就晓得说\n这是以前从来没有的现象\n我们现在正在密切关注\n这样的现象\n将来有一天你就会知道说\n原来这个沟口\n也就是政府持有民间营运\n这样的措施\n从以后的事态发展\n就可以看出\n当初就是像我们今天在讲的\n原来如此\n日本政府\n它是不是逐渐走向了\n军国主义的道路上",
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      "text": "日本的經濟基本面很差啊。沒有競爭力啊。新的產業幾乎全部空白。不是失落了20年。日本是睡覺了20、30年。晶元製造有日本的嗎?新能源汽車的話你有嗎?第二個,所謂的匯率是反映經濟的基本面。它跟美元的利差太大。日本現在欠債這麼多的情況之下。你如果說你要提升你的這個利率的話,那一大堆日本的僵尸器25萬加,倒一半的話,對日本的經濟基本面。",
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    {
      "start": 30.0,
      "end": 32.28,
      "text": "可以说是几乎致命的打击",
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    {
      "start": 32.28,
      "end": 33.78,
      "text": "美国出手救一下",
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      "start": 33.78,
      "end": 35.08,
      "text": "你能持息救吗",
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    {
      "start": 35.08,
      "end": 36.52,
      "text": "只能救急不能救穷",
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    {
      "start": 36.52,
      "end": 38.56,
      "text": "穷的问题还真的没办法",
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    {
      "start": 38.56,
      "end": 41.46,
      "text": "秃鹰是否打垮了美日联盟呢",
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      "start": 41.46,
      "end": 42.74,
      "text": "因为他们要拯救日元",
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    {
      "start": 42.74,
      "end": 45.4,
      "text": "现在看起来是这个任务完全失效了",
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      "start": 45.4,
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      "text": "为什么呢",
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    {
      "start": 45.9,
      "end": 46.98,
      "text": "我们来看到一些细节",
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      "start": 46.98,
      "end": 48.08,
      "text": "包括了现在日本",
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    {
      "start": 48.08,
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      "text": "现在面临的各种问题",
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    {
      "start": 49.98,
      "end": 51.48,
      "text": "像是进口成本暴涨",
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    {
      "start": 51.48,
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      "text": "日气现在狂哀嚎",
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    {
      "start": 53.36,
      "end": 55.52,
      "text": "另外东京的房地产",
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    {
      "start": 55.52,
      "end": 57.08,
      "text": "沦为外资的猎场",
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    {
      "start": 57.08,
      "end": 59.66,
      "text": "高市扫描这个时候压力也非常的大",
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      "start": 59.66,
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      "text": "要救民生",
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    {
      "start": 60.6,
      "end": 62.02,
      "text": "这个物资一直上涨",
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    {
      "start": 62.02,
      "end": 63.62,
      "text": "说要降食物税",
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    {
      "start": 63.62,
      "end": 64.78,
      "text": "看起来也没效",
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    {
      "start": 64.78,
      "end": 66.12,
      "text": "支持率创新低",
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      "avg_logprob": -0.0957183837890625,
      "no_speech_prob": 1.6759732490712054e-11,
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    {
      "start": 66.12,
      "end": 68.04,
      "text": "跌至53%",
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    {
      "start": 68.04,
      "end": 70.26,
      "text": "好 今天我们会有深度的剖析",
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    {
      "start": 70.26,
      "end": 72.48,
      "text": "先来看这一场日元保卫战",
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    {
      "start": 72.48,
      "end": 74.76,
      "text": "大家认为是不是踢到铁板了",
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    {
      "start": 74.76,
      "end": 76.68,
      "text": "如果您认为是留言写一",
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    {
      "start": 76.68,
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      "text": "如果您认为还不会留言写二",
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    {
      "start": 78.84,
      "end": 80.5,
      "text": "我们来一起做互动",
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    {
      "start": 80.5,
      "end": 81.92,
      "text": "回顾一下今年7月",
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    {
      "start": 81.92,
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      "text": "日币是一度扁到",
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    {
      "start": 83.98,
      "end": 87.44,
      "text": "接近是164比上一美元",
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    {
      "start": 87.44,
      "end": 89.7,
      "text": "结果我们先前不是做了报道吗",
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    {
      "start": 89.7,
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      "text": "每日联手就是要开始来拯救日币",
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    {
      "start": 92.1,
      "end": 94.12,
      "text": "确实当时看到日币一度有反弹",
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    {
      "start": 94.12,
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      "text": "大约幅度达到5%",
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    {
      "start": 95.68,
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      "text": "结果呢 为什么啊",
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    {
      "start": 97.56,
      "end": 99.9,
      "text": "到8月10号这一天又贬回去了",
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    {
      "start": 99.9,
      "end": 101.96,
      "text": "达到了159.29",
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    {
      "start": 101.96,
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      "text": "重新吐回当时每日联手要去救日元",
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      "start": 105.62,
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      "text": "大约是一半的涨幅",
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    {
      "start": 107.26,
      "end": 109.54,
      "text": "现在呢 企业真的就是很担心",
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    {
      "start": 109.54,
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      "text": "会不会日币继续继续的贬值呢",
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    {
      "start": 112.2,
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      "text": "而日本企业内部其实做了一个调查",
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    {
      "start": 114.3,
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      "text": "他们认为呢 两成的企业说",
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    {
      "start": 116.5,
      "end": 117.9,
      "text": "最好的价位就是",
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    {
      "start": 117.9,
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      "text": "大约是落在120到124日元",
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    {
      "start": 120.92,
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      "text": "对上1美元",
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    {
      "start": 121.82,
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      "text": "跟现在我们来看到",
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    {
      "start": 123.22,
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      "text": "这个数字159",
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    {
      "start": 124.76,
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      "text": "真的是差得非常多",
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      "start": 126.92,
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      "text": "他们认为说",
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    {
      "start": 127.96,
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      "text": "这样子企业跟民众",
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    {
      "start": 129.36,
      "end": 130.78,
      "text": "可以说是苦哈哈",
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    {
      "start": 130.78,
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      "text": "确实我们看到立刻",
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    {
      "start": 132.72,
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      "text": "对于产业界",
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      "start": 134.48,
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      "text": "还有对于民生的冲击",
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      "start": 135.86,
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      "text": "在日本内部",
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    {
      "start": 136.86,
      "end": 138.84,
      "text": "已经开始一系列爆发",
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    {
      "start": 138.84,
      "end": 140.58,
      "text": "首先看到优衣库的母公司",
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    {
      "start": 140.58,
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      "text": "已经宣布了",
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    {
      "start": 141.44,
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      "text": "受到日元走扁的影响",
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    {
      "start": 142.9,
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      "text": "成本大受影响",
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      "text": "即将到来的秋冬商品",
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      "text": "就会开始做价格上面的调涨",
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      "start": 153.26,
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      "text": "一个非常重要的企业",
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      "text": "能源跟原物料食品来进口的",
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      "text": "大增的话",
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      "text": "是压缩日本人的内需",
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      "text": "再来看到是三井物产",
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      "text": "他们也这样说",
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      "text": "影响了企业对于未来获利的预测",
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      "text": "跟他们投资的决策",
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      "text": "再来看到日本的贸易了",
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      "text": "达到了4000亿日元左右的一个金额",
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      "text": "吃的用的穿的全部都开始涨价",
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      "text": "我们马上要来降食品的消费税",
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      "text": "从8%一口气降到1%",
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      "text": "而且最快2027年就可以上路了",
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      "text": "这样子也可以救回他",
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      "text": "现在低到不行",
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      "text": "创始上最低只有53%的一个民调吗",
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      "text": "所以今天节目一开始",
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      "text": "这个日币不断的贬值",
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      "text": "对于民生的压力",
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      "text": "包括我们刚刚看到",
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      "start": 253.02,
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      "text": "这个优衣库",
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      "text": "日本家庭的薪水",
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      "text": "还有很多企业都开始抱怨",
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      "text": "这个对他们的重击又有多大呢",
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      "text": "对 其实日本这个",
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      "text": "有两个根本因素",
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      "text": "现在日本都没有办法解决",
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      "text": "这两个根本因素都是怎么样",
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      "text": "就是控制不住的",
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      "text": "第一个",
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      "text": "它跟美元的利差太大",
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      "start": 277.98,
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      "text": "所以这个套费的话",
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      "start": 279.68,
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      "text": "让日元承受很大的压力",
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      "start": 281.98,
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      "text": "大家就是说",
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    {
      "start": 283.32,
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      "text": "等于说",
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      "start": 285.76,
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      "text": "这个卖日元买美元",
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      "start": 288.32,
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      "text": "去套那个利差",
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      "text": "美元大概现在可以拿到将近4%",
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      "start": 293.38,
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      "text": "日元这个汇率大概只有",
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      "start": 295.52,
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      "text": "它的这个利息只有1%",
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      "start": 298.8,
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      "text": "所以差3",
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      "start": 299.56,
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      "text": "利差差3%",
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      "start": 301.18,
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      "text": "这个对日元是承受承重压力",
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      "start": 305.18,
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      "text": "所以这个问题不解决的话",
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      "start": 307.58,
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      "text": "那这个问题的关键问题就没有抓到",
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      "start": 311.28,
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      "text": "解决这个问题的关键没抓到",
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      "text": "可是日本政府已经",
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      "start": 314.58,
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      "text": "它的国债已经是它的GDP的2.6倍",
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      "text": "所以这是无法解决的",
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      "text": "因为日本现在政府",
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      "start": 323.44,
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      "text": "欠债这么多的情况之下",
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      "text": "你要增加利息的话",
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      "start": 328.84,
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      "text": "日本政府的财政会垮掉",
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      "text": "而且日本还有一个",
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      "start": 332.86,
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      "text": "大家还不太",
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      "text": "他们最近不太提的",
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      "start": 335.64,
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      "text": "最近几年不提的",
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      "text": "日本有25家叫僵尸企业",
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      "text": "僵尸企业就是",
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    {
      "start": 342.58,
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      "text": "你的产观学一体搞出来的",
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      "text": "它都依赖什么政府的政策",
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    {
      "start": 347.32,
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      "text": "甚至这种低利率",
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    {
      "start": 348.8,
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      "text": "那么它能够存活",
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      "text": "现在是1%的利率",
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    {
      "start": 353.62,
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      "text": "你如果说你要提升你的利率的话",
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      "text": "那一大堆日本的僵尸器",
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    {
      "start": 360.66,
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      "text": "25万家倒一半的话",
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      "text": "那就是连锁效应对日本的经济",
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      "start": 365.48,
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      "text": "可以说是几乎致命的打击",
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      "text": "所以这个问题不解决的话",
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      "text": "第二个",
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    {
      "start": 371.74,
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      "text": "这种所谓的汇率是反映",
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      "text": "它的经济的基本面",
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      "start": 378.62,
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      "text": "没有竞争力",
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    {
      "start": 380.52,
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      "text": "新的产业几乎全部空白",
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      "text": "日本人睡觉睡了",
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    {
      "start": 385.42,
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      "text": "实际上他不是失落了20年",
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      "start": 388.0,
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      "text": "日本人是睡觉了二三十年",
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      "start": 390.28,
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      "text": "被美国人欺负的时候",
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      "start": 392.44,
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      "text": "又不敢还手",
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    {
      "start": 393.48,
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      "text": "美国把他的所谓的芯片产业打光",
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    {
      "start": 397.04,
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      "text": "可以说在这个过程中",
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    {
      "start": 401.12,
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      "text": "韩国跟台湾的兴起",
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      "start": 403.04,
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      "text": "让日本在这个方面扮演极不重要的角色",
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      "start": 406.52,
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      "text": "那你说这些芯片制造",
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      "text": "有日本的吗",
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      "text": "日本还靠我们台积电",
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      "text": "没有台积电",
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      "start": 413.12,
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      "text": "它现在还没一席之地",
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      "start": 415.02,
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      "text": "靠最后只有什么光刻胶",
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      "start": 417.36,
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      "text": "那你有HBM吗",
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      "start": 419.06,
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      "text": "HBM都是韩国的",
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      "start": 421.36,
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      "text": "所以那罗基晶片",
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    {
      "start": 422.5,
      "end": 424.98,
      "text": "罗基晶片对不大部分是我们台积电",
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      "start": 424.98,
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      "text": "日本有厂吗",
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      "start": 426.28,
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      "text": "日本没有",
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    {
      "start": 427.48,
      "end": 428.38,
      "text": "那另外一方面",
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    {
      "start": 428.38,
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      "text": "新能源方面",
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    {
      "start": 429.68,
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      "text": "应用方面",
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      "start": 430.82,
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      "text": "没有啊",
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    {
      "start": 431.58,
      "end": 433.12,
      "text": "新能源汽车的话",
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      "start": 433.12,
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      "text": "你有吗",
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      "start": 434.12,
      "end": 435.82,
      "text": "而日本今年上半年",
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    {
      "start": 435.82,
      "end": 437.7,
      "text": "去年一年才卖了400万辆车",
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    {
      "start": 437.7,
      "end": 439.24,
      "text": "今年中国大陆上半年",
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      "start": 439.24,
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      "text": "就已经超过700万辆",
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    {
      "start": 440.52,
      "end": 441.8,
      "text": "就外销",
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    {
      "start": 441.8,
      "end": 445.16,
      "text": "所以它的市场都不断的萎缩",
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    {
      "start": 445.16,
      "end": 446.58,
      "text": "也没有新的产业",
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      "start": 446.58,
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      "text": "那AI你有听过日本吗",
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      "start": 448.92,
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      "text": "日本有什么大模型",
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    {
      "start": 450.5,
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      "text": "沒有吧?",
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    {
      "start": 451.4,
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      "text": "沒聽說過。",
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      "avg_logprob": -0.2769449838199971,
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    {
      "start": 452.9,
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      "text": "所以日本經濟是一片問題,",
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    {
      "start": 455.1,
      "end": 456.5,
      "text": "再加上人口老化。",
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    {
      "start": 456.5,
      "end": 459.6,
      "text": "整個產業抑震乏力。",
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    {
      "start": 459.6,
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      "text": "日本經過失落30年的時候,",
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      "start": 461.7,
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      "text": "它的產業非常不敢投資新的。",
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    {
      "start": 464.4,
      "end": 467.12,
      "text": "他基本上他是希望怎么讲",
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    {
      "start": 467.12,
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      "text": "他赚钱要干嘛",
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    {
      "start": 468.64,
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      "text": "不是扩展新的",
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      "start": 470.04,
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      "text": "是赶快去还债",
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      "start": 471.48,
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      "text": "所以他们很在乎是利率",
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      "start": 474.38,
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      "text": "所以就日本经济这个结构性问题",
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      "start": 476.52,
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      "text": "是一点办法都没有",
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      "start": 477.76,
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      "text": "所以那变成就是说",
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      "start": 480.36,
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      "text": "美国出手救一下",
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    {
      "start": 481.92,
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      "text": "你能持习救吗",
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      "start": 483.6,
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      "text": "只能救急不能救穷",
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      "text": "日本是穷",
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      "text": "日本不是急",
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      "start": 490.7,
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      "text": "所以现在回到快一百六了",
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      "start": 494.12,
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      "text": "有很多人就看到大概170",
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      "start": 497.14,
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      "start": 500.22,
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      "text": "现在也包括了内需不足",
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      "start": 504.18,
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      "text": "还有债务的问题越来越高",
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      "text": "所以现在看起来是不是",
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      "start": 508.24,
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      "text": "现在外资",
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      "text": "现在包括了日本媒体都很担心说",
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      "start": 512.52,
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      "text": "反而是都是外资在买",
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      "text": "日本它的一些建物",
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      "start": 516.76,
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      "text": "包括了来看到的是最新消息",
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      "start": 519.14,
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      "text": "日本的国土交通省相关统计",
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    {
      "start": 521.8,
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      "text": "在2025年上半年",
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    {
      "start": 524.16,
      "end": 526.4,
      "text": "居住海外的台湾买家在东京",
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      "start": 526.4,
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      "text": "23区竟然是购入了192户的新建公寓",
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    {
      "start": 530.9,
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      "text": "比前一年还要多出了八成",
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    {
      "start": 532.92,
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      "text": "这个资金",
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      "start": 533.72,
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      "text": "很多都是来自于海外的",
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      "start": 535.8,
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      "text": "不断的去买东京的房市",
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    {
      "start": 538.04,
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      "text": "数字创下新高",
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      "start": 539.32,
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      "text": "日本媒体说",
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      "start": 540.16,
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      "text": "东京可能已经变成全球资本眼中的一个重要列场",
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    {
      "start": 544.34,
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      "text": "现在是外资在这边大减便宜吗",
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    {
      "start": 546.8,
      "end": 547.74,
      "text": "上次哥怎么看",
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      "start": 547.74,
      "end": 549.42,
      "text": "对于日本的影响",
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      "avg_logprob": -0.08020154441275247,
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    {
      "start": 549.42,
      "end": 552.06,
      "text": "好 今天主要就是日本贬值",
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      "avg_logprob": -0.10145633541352568,
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      "compression_ratio": 1.4322580645161291
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    {
      "start": 552.06,
      "end": 553.52,
      "text": "这个状况来讲",
      "chunk": 1,
      "language": "zh",
      "avg_logprob": -0.10145633541352568,
      "no_speech_prob": 2.013156828739593e-11,
      "compression_ratio": 1.4322580645161291
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    {
      "start": 553.52,
      "end": 555.28,
      "text": "并没有真的结构性的改变",
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      "avg_logprob": -0.10145633541352568,
      "no_speech_prob": 2.013156828739593e-11,
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    {
      "start": 555.28,
      "end": 557.62,
      "text": "所以日本的里面的东西",
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      "no_speech_prob": 2.013156828739593e-11,
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    {
      "start": 557.62,
      "end": 558.68,
      "text": "如果就外币",
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    {
      "start": 558.68,
      "end": 560.3,
      "text": "你拿美金 你拿台币",
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      "avg_logprob": -0.10145633541352568,
      "no_speech_prob": 2.013156828739593e-11,
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    {
      "start": 560.3,
      "end": 561.9,
      "text": "你拿韩元 你拿人民币去买",
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      "avg_logprob": -0.10145633541352568,
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    {
      "start": 561.9,
      "end": 563.3,
      "text": "就是便宜嘛",
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    {
      "start": 563.3,
      "end": 564.94,
      "text": "它就是真的真的很便宜",
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    {
      "start": 564.94,
      "end": 567.62,
      "text": "那先前其实有包括统计房子",
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    {
      "start": 567.62,
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      "text": "就是大概跟去年初的时候相比",
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    {
      "start": 570.46,
      "end": 571.64,
      "text": "大概就少了",
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    {
      "start": 571.64,
      "end": 573.44,
      "text": "最高可以少三分之一",
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    {
      "start": 573.44,
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      "text": "那日本的房子",
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    {
      "start": 574.68,
      "end": 575.68,
      "text": "你说也是几千万",
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    {
      "start": 575.68,
      "end": 576.68,
      "text": "当然少三分之一",
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    {
      "start": 576.68,
      "end": 579.34,
      "text": "你可能就已经省了上千万",
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    {
      "start": 579.34,
      "end": 581.16,
      "text": "所以其实就这么简单的概念",
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    {
      "start": 581.16,
      "end": 582.38,
      "text": "也因此现在我们都知道",
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    {
      "start": 582.38,
      "end": 584.04,
      "text": "接下来可能9月10月的时候",
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      "no_speech_prob": 1.744288394278648e-11,
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    {
      "start": 584.04,
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      "text": "日本的包括观光客到那个地方",
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    {
      "start": 586.3,
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      "text": "会有出境税",
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    {
      "start": 587.34,
      "end": 589.56,
      "text": "然后你那个duty free的部分",
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    {
      "start": 589.56,
      "end": 590.78,
      "text": "以前你在美妆店里头",
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    {
      "start": 590.78,
      "end": 591.62,
      "text": "他就把你扣掉了",
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    {
      "start": 591.62,
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      "text": "未来你要辛辛苦苦到机场去退",
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    {
      "start": 593.92,
      "end": 595.1,
      "text": "有很多的麻烦",
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    {
      "start": 595.1,
      "end": 597.82,
      "text": "那基本上他就让你这个外国人来",
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    {
      "start": 597.82,
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      "text": "觉得日元很便宜",
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    {
      "start": 598.96,
      "end": 600.34,
      "text": "乱消费这件事情",
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    {
      "start": 600.34,
      "end": 601.6,
      "text": "他还是帮你设一些门槛",
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    {
      "start": 601.6,
      "end": 603.1,
      "text": "然后抬高了很多的",
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    {
      "start": 603.1,
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      "text": "要缴日本的这些规费",
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    {
      "start": 604.56,
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      "text": "但会影响到大家去日本买便宜货吗",
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    {
      "start": 607.34,
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      "text": "我相信不会的",
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    {
      "start": 608.24,
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      "text": "不过我觉得我回头过来",
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    {
      "start": 609.28,
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      "text": "还是要看一下日元",
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    {
      "start": 610.14,
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      "text": "我想日元现在是这样的状况",
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    {
      "start": 611.96,
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      "text": "在7月30 31号",
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    {
      "start": 613.54,
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      "text": "美日联合干预",
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    {
      "start": 614.68,
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      "text": "这个还是很重要的一天",
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    {
      "start": 616.36,
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      "text": "当天美国出了100亿",
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    {
      "start": 617.96,
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      "text": "日本出了700",
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    {
      "start": 619.28,
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      "text": "大概770亿左右",
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    {
      "start": 621.36,
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      "text": "大家联手干预",
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    {
      "start": 622.58,
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      "text": "当时其实是从原来我们知道",
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    {
      "start": 625.46,
      "end": 627.64,
      "text": "163扁扁扁",
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    {
      "start": 627.64,
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      "text": "扁的163.8",
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    {
      "start": 629.42,
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      "text": "这姑",
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    {
      "start": 630.14,
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      "text": "一下子就是升值了",
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    {
      "start": 632.54,
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      "text": "大概8.6元",
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    {
      "start": 633.84,
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      "text": "历经10天",
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    {
      "start": 635.08,
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      "text": "现在又回去又回扁了",
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    {
      "start": 638.06,
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      "text": "4.1元",
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    {
      "start": 639.42,
      "end": 640.76,
      "text": "一半就没了",
      "chunk": 1,
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    {
      "start": 640.76,
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      "text": "就是这些千年的钱",
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    {
      "start": 641.7,
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      "text": "一半就没了",
      "chunk": 1,
      "language": "zh",
      "avg_logprob": -0.1509281832997392,
      "no_speech_prob": 1.9047615915090965e-11,
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    {
      "start": 642.92,
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      "text": "但是我们现在在关心",
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      "no_speech_prob": 1.9047615915090965e-11,
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    {
      "start": 644.26,
      "end": 647.32,
      "text": "这个部分是慢慢的又扁回来",
      "chunk": 1,
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      "no_speech_prob": 1.9047615915090965e-11,
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    {
      "start": 647.32,
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      "text": "但是其实美国不是出重手吗",
      "chunk": 1,
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    {
      "start": 649.26,
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      "text": "到底怎么回事",
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    {
      "start": 650.26,
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      "text": "我觉得现在其实大家在观察",
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    {
      "start": 652.12,
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      "text": "是不是这些所谓的国际秃因",
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    {
      "start": 654.32,
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      "text": "还是这种投机的钱",
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    {
      "start": 656.02,
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      "text": "还是不相信",
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    {
      "start": 657.54,
      "end": 659.26,
      "text": "这些美日干预的效果",
      "chunk": 1,
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      "avg_logprob": -0.1509281832997392,
      "no_speech_prob": 1.9047615915090965e-11,
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    {
      "start": 659.26,
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      "text": "要知道不是干预的时候",
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    {
      "start": 660.64,
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      "text": "日本就扁了",
      "chunk": 1,
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      "compression_ratio": 1.450657894736842
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    {
      "start": 661.48,
      "end": 663.2,
      "text": "它干预是一个介入",
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      "avg_logprob": -0.1509281832997392,
      "no_speech_prob": 1.9047615915090965e-11,
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    {
      "start": 663.2,
      "end": 665.52,
      "text": "可是日本央行还没有升息",
      "chunk": 1,
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      "no_speech_prob": 1.9047615915090965e-11,
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    {
      "start": 665.52,
      "end": 667.36,
      "text": "所以真正的要稳定",
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      "compression_ratio": 1.450657894736842
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    {
      "start": 667.36,
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      "text": "还是要得到升息",
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    {
      "start": 668.24,
      "end": 669.3,
      "text": "不过我觉得大家注意",
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    {
      "start": 669.3,
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      "text": "日本到现在的状况",
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      "compression_ratio": 1.3825301204819278
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    {
      "start": 670.6,
      "end": 671.76,
      "text": "因为作为日元便宜",
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    {
      "start": 671.76,
      "end": 672.7,
      "text": "套息交易",
      "chunk": 1,
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    {
      "start": 672.7,
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      "text": "你钱都去存美元",
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    {
      "start": 674.14,
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      "text": "你就可以赚三点多%",
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    {
      "start": 676.82,
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      "text": "甚至最多到四点几%",
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    {
      "start": 678.72,
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      "text": "而且银行",
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    {
      "start": 679.62,
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      "text": "日本的银行",
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    {
      "start": 680.36,
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      "text": "国际银行都在做",
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    {
      "start": 681.36,
      "end": 682.82,
      "text": "也不是只有投资的",
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    {
      "start": 682.82,
      "end": 683.54,
      "text": "这一堆图因",
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    {
      "start": 683.54,
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      "text": "大家现在关注的是这种空单",
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    {
      "start": 686.1,
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      "text": "要知道在国际期会当中",
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    {
      "start": 687.94,
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      "text": "美国这个期会交易委员CFTC",
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    {
      "start": 689.62,
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      "text": "就其实在紧盯",
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    {
      "start": 690.96,
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      "text": "因为为什么日本会贬",
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    {
      "start": 692.68,
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      "text": "就是因为人家买外汇的",
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    {
      "start": 694.92,
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      "text": "日元期货看空",
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    {
      "start": 696.86,
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      "text": "在每月还没出手之间",
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    {
      "start": 698.7,
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      "text": "很恐怖",
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    {
      "start": 699.16,
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      "text": "空单是13.8万张",
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    {
      "start": 701.78,
      "end": 704.02,
      "text": "7月31号那天出手之后",
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    {
      "start": 704.02,
      "end": 705.26,
      "text": "瞬间少了一半",
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    {
      "start": 705.26,
      "end": 706.34,
      "text": "6.8万张",
      "chunk": 1,
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    {
      "start": 706.34,
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      "text": "那现在呢",
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    {
      "start": 707.42,
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      "text": "可是那边8月4号之后",
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    {
      "start": 709.1,
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      "text": "美国CFT期没公布",
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    {
      "start": 711.38,
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      "text": "所以我觉得有可能",
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    {
      "start": 712.52,
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      "text": "这个空单又回来",
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    {
      "start": 713.72,
      "end": 715.14,
      "text": "但是外界就没有资料",
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    {
      "start": 715.14,
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      "text": "不知道",
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    {
      "start": 715.52,
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      "text": "所以这个影响性",
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    {
      "start": 716.84,
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      "text": "我认为是现在",
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    {
      "start": 717.66,
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      "text": "至少就这样子",
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    {
      "start": 718.64,
      "end": 719.66,
      "text": "回扁的状况",
      "chunk": 1,
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    {
      "start": 719.66,
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      "text": "我认为投机性还在",
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    {
      "start": 722.16,
      "end": 723.3,
      "text": "那这个概念",
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    {
      "start": 723.3,
      "end": 724.76,
      "text": "最后怎么来看待这一波",
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    {
      "start": 724.76,
      "end": 726.18,
      "text": "到底怎么回事",
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    {
      "start": 726.18,
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      "text": "我认为很简单",
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    {
      "start": 727.0,
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      "text": "就两个",
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    {
      "start": 727.78,
      "end": 729.14,
      "text": "第一点就是说",
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    {
      "start": 729.14,
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      "text": "现在在投机的",
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      "compression_ratio": 1.392226148409894
    },
    {
      "start": 730.64,
      "end": 732.24,
      "text": "或正规的日本银行",
      "chunk": 1,
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      "avg_logprob": -0.12242817056590113,
      "no_speech_prob": 2.0253460367158915e-11,
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    {
      "start": 732.24,
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      "text": "正规的投资的",
      "chunk": 1,
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    {
      "start": 733.64,
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      "text": "都在测试日本",
      "chunk": 1,
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      "avg_logprob": -0.12242817056590113,
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    },
    {
      "start": 735.9,
      "end": 738.54,
      "text": "或包括美国的官方底线",
      "chunk": 1,
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      "avg_logprob": -0.12242817056590113,
      "no_speech_prob": 2.0253460367158915e-11,
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    {
      "start": 738.54,
      "end": 740.02,
      "text": "好 你现在出手",
      "chunk": 1,
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      "no_speech_prob": 2.0253460367158915e-11,
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    },
    {
      "start": 740.02,
      "end": 741.0,
      "text": "你是底线吗",
      "chunk": 1,
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      "avg_logprob": -0.12242817056590113,
      "no_speech_prob": 2.0253460367158915e-11,
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    },
    {
      "start": 741.0,
      "end": 742.56,
      "text": "你只是威吓一下市场",
      "chunk": 1,
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      "avg_logprob": -0.12242817056590113,
      "no_speech_prob": 2.0253460367158915e-11,
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    },
    {
      "start": 742.56,
      "end": 743.84,
      "text": "但这个底线在哪里",
      "chunk": 1,
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      "no_speech_prob": 2.0253460367158915e-11,
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    {
      "start": 743.84,
      "end": 744.62,
      "text": "大家还在测",
      "chunk": 1,
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    {
      "start": 744.62,
      "end": 746.02,
      "text": "第二个我认为就刚刚讲",
      "chunk": 1,
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      "no_speech_prob": 2.0253460367158915e-11,
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    },
    {
      "start": 746.02,
      "end": 747.18,
      "text": "釜底抽薪没有别的",
      "chunk": 1,
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      "avg_logprob": -0.12242817056590113,
      "no_speech_prob": 2.0253460367158915e-11,
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    },
    {
      "start": 747.18,
      "end": 749.5,
      "text": "就是央行宣布升息",
      "chunk": 1,
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      "no_speech_prob": 2.0253460367158915e-11,
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    {
      "start": 749.5,
      "end": 751.32,
      "text": "日本所有日元",
      "chunk": 1,
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      "no_speech_prob": 2.0253460367158915e-11,
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    {
      "start": 751.32,
      "end": 753.44,
      "text": "永远的利息涨",
      "chunk": 1,
      "language": "zh",
      "avg_logprob": -0.12242817056590113,
      "no_speech_prob": 2.0253460367158915e-11,
      "compression_ratio": 1.392226148409894
    },
    {
      "start": 753.44,
      "end": 755.12,
      "text": "然后全世界在外面的",
      "chunk": 1,
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      "avg_logprob": -0.12242817056590113,
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      "compression_ratio": 1.392226148409894
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    {
      "start": 755.12,
      "end": 756.82,
      "text": "这些流动在赚差价的日元",
      "chunk": 1,
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      "avg_logprob": -0.11679614275351338,
      "no_speech_prob": 1.4199842690576503e-11,
      "compression_ratio": 1.4472843450479234
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    {
      "start": 756.82,
      "end": 758.42,
      "text": "被迫要全部回到日本",
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    {
      "start": 758.42,
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      "text": "你才有可能日本",
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    {
      "start": 759.96,
      "end": 762.12,
      "text": "真正的恢复生存之后的稳定",
      "chunk": 1,
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      "avg_logprob": -0.11679614275351338,
      "no_speech_prob": 1.4199842690576503e-11,
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    },
    {
      "start": 762.12,
      "end": 763.76,
      "text": "那当然过去认为是10月",
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    {
      "start": 763.76,
      "end": 765.98,
      "text": "但现在都认为应该9月",
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    {
      "start": 765.98,
      "end": 768.98,
      "text": "所以如果9月日元的这个升值",
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    {
      "start": 768.98,
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      "text": "就包括它的升息之后",
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    {
      "start": 770.96,
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      "text": "我认为在全世界包括美元",
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    {
      "start": 772.62,
      "end": 773.9,
      "text": "包括各式各样的货币",
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    {
      "start": 773.9,
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      "text": "包括台币",
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    {
      "start": 774.6,
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      "text": "包括去观光的这个钱",
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    {
      "start": 776.28,
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      "text": "9月之后",
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    {
      "start": 777.28,
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      "text": "10月如果去日本玩",
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    {
      "start": 778.76,
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      "text": "可能成本就要高一点了",
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    {
      "start": 780.1,
      "end": 781.86,
      "text": "好 那如果真的",
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    {
      "start": 781.86,
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      "text": "9月份的时候日本升息的话",
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    {
      "start": 784.26,
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      "text": "日本接得住吗",
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    {
      "start": 785.78,
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      "text": "因为他们现在债务非常的高",
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    },
    {
      "start": 787.9,
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      "text": "占GDP的250%到260%左右",
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    {
      "start": 791.68,
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      "text": "接下来可能会发生什么事情",
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      "start": 793.42,
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      "text": "那日本首上还有",
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    {
      "start": 795.08,
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      "text": "日本政府首上还有什么的招呢",
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    {
      "start": 797.64,
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      "text": "黄建长怎么看",
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    {
      "start": 798.58,
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      "text": "其实他不是说他有什么招",
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    {
      "start": 800.56,
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      "text": "而是这个金融的问题",
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    {
      "start": 801.84,
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      "text": "太复杂了",
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    {
      "start": 802.78,
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      "text": "而且有很多的因素在影响他",
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    {
      "start": 805.06,
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      "text": "而且这些因素里面",
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      "start": 806.24,
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      "text": "通常是你拉这个",
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    {
      "start": 807.72,
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      "text": "这个下来",
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    {
      "start": 808.62,
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      "text": "你拉那个",
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    {
      "start": 809.28,
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      "text": "那个下来",
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    {
      "start": 810.16,
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      "text": "他很难取得一个适当的平衡点",
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    {
      "start": 812.88,
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      "text": "那一个国家到底有哪一些机构",
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    {
      "start": 816.56,
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      "text": "或什么能够影响这个国家财政呢",
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    {
      "start": 818.94,
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      "text": "第一个当然最主要是央行",
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    {
      "start": 820.6,
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      "text": "央行它可以管货币流通",
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    {
      "start": 823.3,
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      "text": "它可以限定每一个银行",
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    {
      "start": 824.68,
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      "text": "你的存款多少人带出去",
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    {
      "start": 826.3,
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      "text": "它可以决定升息",
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    {
      "start": 827.84,
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      "text": "这个是不受政府控制的",
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    {
      "start": 830.26,
      "end": 832.8,
      "text": "像川普不是说升息降息",
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      "no_speech_prob": 1.5417637652670457e-11,
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    {
      "start": 832.8,
      "end": 834.58,
      "text": "你不是那个FED的总裁",
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    {
      "start": 834.58,
      "end": 835.24,
      "text": "跟我们不听他的",
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    {
      "start": 835.24,
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      "text": "这是一个你知道",
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    {
      "start": 836.36,
      "end": 837.58,
      "text": "政府归政府",
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    {
      "start": 837.58,
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      "text": "央行归央行",
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    {
      "start": 839.2,
      "end": 841.3,
      "text": "央行管的是金融这个次序",
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      "avg_logprob": -0.14548854827880858,
      "no_speech_prob": 1.5417637652670457e-11,
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    {
      "start": 841.3,
      "end": 842.52,
      "text": "那政府管什么呢",
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    {
      "start": 842.52,
      "end": 844.12,
      "text": "政府是一个行政单位",
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      "avg_logprob": -0.11589338872339819,
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    {
      "start": 844.12,
      "end": 846.14,
      "text": "它在管的是收跟资",
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      "avg_logprob": -0.11589338872339819,
      "no_speech_prob": 1.496764691355512e-11,
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    {
      "start": 846.14,
      "end": 847.32,
      "text": "花钱",
      "chunk": 1,
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      "no_speech_prob": 1.496764691355512e-11,
      "compression_ratio": 1.3665480427046264
    },
    {
      "start": 847.32,
      "end": 849.86,
      "text": "如果我现在的财政状况不好",
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      "avg_logprob": -0.11589338872339819,
      "no_speech_prob": 1.496764691355512e-11,
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    },
    {
      "start": 849.86,
      "end": 851.4,
      "text": "基本上我就是开源截流",
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      "avg_logprob": -0.11589338872339819,
      "no_speech_prob": 1.496764691355512e-11,
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    },
    {
      "start": 851.4,
      "end": 853.54,
      "text": "怎么样去能够增加一点收入",
      "chunk": 1,
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      "avg_logprob": -0.11589338872339819,
      "no_speech_prob": 1.496764691355512e-11,
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    {
      "start": 853.54,
      "end": 854.96,
      "text": "减少一点支出",
      "chunk": 1,
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      "no_speech_prob": 1.496764691355512e-11,
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    {
      "start": 854.96,
      "end": 855.98,
      "text": "这是政府在做",
      "chunk": 1,
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      "avg_logprob": -0.11589338872339819,
      "no_speech_prob": 1.496764691355512e-11,
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    {
      "start": 855.98,
      "end": 858.48,
      "text": "这两个单位通常不一样",
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    {
      "start": 858.48,
      "end": 860.04,
      "text": "我举个简单的例子",
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    {
      "start": 860.04,
      "end": 861.3,
      "text": "好比说现在央行说",
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      "no_speech_prob": 1.496764691355512e-11,
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    {
      "start": 861.3,
      "end": 864.24,
      "text": "我们日元这个实在是太弱了",
      "chunk": 1,
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      "avg_logprob": -0.11589338872339819,
      "no_speech_prob": 1.496764691355512e-11,
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    {
      "start": 864.24,
      "end": 865.44,
      "text": "那我升息",
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    {
      "start": 865.44,
      "end": 870.28,
      "text": "我增加日元的市场的持有力",
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      "no_speech_prob": 1.496764691355512e-11,
      "compression_ratio": 1.3665480427046264
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    {
      "start": 870.28,
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      "text": "然后很多人来买日元",
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      "text": "我升息了",
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      "text": "这时候会怎么样",
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    {
      "start": 873.62,
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      "text": "消费会下降",
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      "text": "因为有钱了",
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      "start": 876.5,
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      "text": "我存进去就好",
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      "start": 877.94,
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      "text": "那我不要去花钱",
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    {
      "start": 878.84,
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      "text": "消费会下降",
      "chunk": 1,
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      "avg_logprob": -0.15628068423965602,
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      "start": 879.96,
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      "text": "反过来讲",
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      "text": "政府他关心的是民生",
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      "text": "好比说政府觉得像",
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      "text": "高市觉得现在",
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      "text": "日本的人民在生活非常不好",
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      "start": 887.7,
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      "text": "那我怎么办",
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      "start": 888.34,
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      "text": "我就可能减税",
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      "start": 905.203,
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      "text": "如何取得平衡比较困难",
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      "text": "日本70年的军工巨兽复活吗",
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      "start": 910.483,
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      "text": "今天特别来看到",
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      "text": "因为高市高喊着抗中",
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      "start": 913.423,
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      "text": "大扩军",
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      "start": 914.823,
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      "text": "现在推升了最新在过去这一年",
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      "text": "三家日本非常重要的军工产业",
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      "text": "包括了三菱重工",
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      "text": "IHI还有川崎重工的股价",
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      "start": 924.603,
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      "text": "一年之内暴涨",
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      "text": "那么落日元现在是让日本的百姓叫说",
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      "text": "真的是日子过得苦哈哈",
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    {
      "start": 932.563,
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      "text": "没有想到贝森特近期不是说了吗",
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      "text": "他要来去救日元",
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      "text": "但是大家挖一下他过去的历史",
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    {
      "start": 938.763,
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      "text": "他曾经大幅的放空日元",
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    {
      "start": 941.923,
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      "text": "获利10亿美元的一个金额",
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    {
      "start": 944.523,
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      "text": "到底怎么回事",
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    {
      "start": 945.403,
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      "text": "现在华府会全面介入管东京吗",
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    {
      "start": 948.163,
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      "text": "今天我们会做深度的剖析",
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    {
      "start": 949.783,
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      "text": "欢迎观众朋友留言跟我们一起做互动",
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      "start": 951.783,
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      "text": "如果您认为日本现在扩大",
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    {
      "start": 954.043,
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      "text": "它在军事上面的发展是军国主义魂复苏",
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      "start": 956.863,
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      "text": "留言写一",
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    {
      "start": 957.543,
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      "text": "如果您认为还没有这样的迹象",
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    {
      "start": 959.203,
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      "text": "留言写二跟我们做互动",
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    {
      "start": 961.163,
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      "text": "好 现在来看到的是日元",
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      "text": "现在日本真的是",
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    {
      "start": 964.643,
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      "text": "必须要向美国求援的地步了吗",
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    {
      "start": 966.743,
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      "text": "我们再看到的是日元最近不是重贬",
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      "start": 969.263,
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      "text": "一直到40年的新低吗",
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    {
      "start": 971.303,
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      "text": "其实在过去日本政府是一度认为说",
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      "text": "日币贬值其实是对日本非常好的",
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      "text": "高市早苗当时是这样说的",
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    {
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      "text": "他说日币贬值就很有利于",
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    {
      "start": 981.623,
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      "text": "我们这些大企业的出口",
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    {
      "start": 982.963,
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      "text": "我们日本赚得盆满钵满",
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    {
      "start": 985.523,
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      "text": "确实他当时是这样子认为的",
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      "start": 987.823,
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      "text": "但是现实现在很狠地把他打脸了",
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    {
      "start": 990.923,
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      "text": "因为确实我们看到出口的大企业有赚钱",
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    {
      "start": 994.763,
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      "text": "但是老百姓过得很痛苦",
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    {
      "start": 996.583,
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      "text": "有赚钱包括了汽车跟机械",
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    {
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      "text": "这些出口的产业的企业受贿",
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    {
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      "text": "但是我们看到日本最主要",
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    {
      "start": 1003.863,
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      "text": "它还是依赖进口的能源跟粮食",
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    {
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      "text": "所以说进口现在因为弱日元的关系",
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    {
      "start": 1009.723,
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      "text": "导致民众买东西越来越贵",
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    {
      "start": 1012.223,
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      "text": "物价不断的飙升之下",
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    {
      "start": 1014.363,
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      "text": "连续四年日本已经进入高通膨的一个状态",
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      "text": "导致民众生活压力越来越大了",
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    {
      "start": 1021.603,
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      "text": "就在经济的压力之下",
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      "start": 1023.123,
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      "text": "日本还是持续的要扩大",
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    {
      "start": 1024.883,
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      "text": "它在军事领域的发展",
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    {
      "start": 1026.863,
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      "text": "并且高是早苗",
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    {
      "start": 1028.443,
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      "text": "它高喊的就是中国威胁论",
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    {
      "start": 1030.723,
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      "text": "扩大对于军事的发展",
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    {
      "start": 1033.383,
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      "text": "我们来看到几项具体的例证",
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    {
      "start": 1036.063,
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      "text": "第一个",
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    {
      "start": 1036.743,
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      "text": "最新日本公布了2026年版本的防卫白皮书",
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      "compression_ratio": 1.278745644599303
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    {
      "start": 1041.483,
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      "text": "全文非常多页",
      "chunk": 2,
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    {
      "start": 1043.683,
      "end": 1045.343,
      "text": "达到了598页",
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    {
      "start": 1045.343,
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      "text": "创下了历史最高的一个记录",
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      "start": 1047.723,
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      "text": "并且新版的这白皮书",
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    {
      "start": 1049.703,
      "end": 1052.303,
      "text": "把中国大陆列为是最大的战略挑战",
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      "start": 1052.303,
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      "text": "并且显示说",
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      "text": "其实包括了中国大陆是",
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    {
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      "text": "这个他们最大的威胁之外",
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    {
      "start": 1057.783,
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      "text": "他们还说中俄朝的军事联动的风险",
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      "start": 1060.583,
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      "text": "甚至是台海的风险一直不断的提升",
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      "text": "接下来日本说了",
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    {
      "start": 1064.803,
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      "text": "要好好的来发展他们的无人机",
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    {
      "start": 1066.803,
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      "text": "等等新型的战争武器",
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      "text": "那么日本的防卫预算呢",
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      "text": "也已经来到了新高",
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      "start": 1071.983,
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      "text": "1.8兆新台币",
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      "text": "都是要用在军事上面的发展的",
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      "text": "再来我们就是看到了这三家",
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      "text": "非常日本最重要的军工育三家",
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    {
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      "text": "在过去一年股价暴涨翻倍",
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      "text": "三菱重工还有这一家是IHI",
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      "start": 1087.823,
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      "text": "跟川崎重工等等",
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      "text": "被视为说就是因为",
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      "text": "日本要来好好的发展他们的军工了",
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      "text": "那高市早苗我们来看到",
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    {
      "start": 1095.643,
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      "text": "因为这个经济表现真的太差了",
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      "text": "民众对于安全议题",
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      "text": "其实没有什么感觉的",
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    {
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      "text": "所以最新他的民调已经跌到",
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    {
      "start": 1103.223,
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      "text": "只剩下41%了",
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      "text": "七成民众不满",
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      "text": "现在日本的物价不断的在飞涨",
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      "start": 1108.843,
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      "text": "所以今天节目一开始",
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    {
      "start": 1110.643,
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      "text": "先请教干哥怎么看",
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      "text": "一边是日元不断的跌",
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    {
      "start": 1113.923,
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      "text": "物价狂飙",
      "chunk": 2,
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    {
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      "text": "人民吞下了经济上面的代价",
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    {
      "start": 1117.483,
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      "text": "一方面我们来看得到",
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    {
      "start": 1118.923,
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      "text": "军工股不断的狂飙",
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      "avg_logprob": -0.09837716201256061,
      "no_speech_prob": 1.921733952525706e-11,
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    {
      "start": 1120.863,
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      "text": "高市早苗打造的军事强权梦",
      "chunk": 2,
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    {
      "start": 1123.703,
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      "text": "究竟是守护日本",
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    {
      "start": 1125.263,
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      "text": "还是牺牲了民生",
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    {
      "start": 1126.763,
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      "text": "为大这些军工的利益呢",
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      "avg_logprob": -0.09837716201256061,
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    {
      "start": 1129.003,
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      "text": "干哥怎么看",
      "chunk": 2,
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    {
      "start": 1129.683,
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      "text": "日本现在有一个笑话",
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    {
      "start": 1132.903,
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      "text": "就是股市狂歡跟貨幣崩潰",
      "chunk": 2,
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      "no_speech_prob": 1.619380497752676e-11,
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    {
      "start": 1137.243,
      "end": 1138.843,
      "text": "同時上演",
      "chunk": 2,
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    {
      "start": 1138.843,
      "end": 1140.943,
      "text": "奇怪了這到底是國家的服務",
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    {
      "start": 1140.943,
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      "text": "還是國家的貨",
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    {
      "start": 1142.803,
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      "text": "大家都狂歡 為什麼",
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    {
      "start": 1144.743,
      "end": 1148.083,
      "text": "標嘛 台灣也一樣 韓國也一樣",
      "chunk": 2,
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    {
      "start": 1148.083,
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      "text": "反正還有四代同堂",
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      "text": "一家四代通通都貸款去玩股票了",
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      "text": "這是正常的情況嗎",
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      "text": "日本也有股市過熱的問題",
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      "text": "但是高市早苗",
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      "text": "你知道嗎",
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      "text": "他是一个很典型的",
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    {
      "start": 1163.303,
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      "text": "保守派的政治人物",
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      "text": "所以说他的想法",
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      "text": "他就说",
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      "text": "货币下跌对我们是有利的",
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      "start": 1171.443,
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      "text": "你看大企业都赚得盆满钵满",
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      "text": "对不对",
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      "text": "那是大企业",
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      "start": 1175.803,
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      "text": "你的选票是从大企业来的吗",
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      "start": 1178.823,
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      "text": "民主国家你要想到",
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      "text": "你的票是从老百姓的手上出来的",
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      "text": "但是他演技里面",
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      "text": "他只有什么",
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      "text": "大企业",
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      "start": 1187.183,
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      "text": "所以说他让股市",
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      "text": "让市场去决定",
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      "start": 1194.043,
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      "text": "我老实讲一句",
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      "text": "他就是刻意在压低",
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      "text": "日本日元的币值",
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      "text": "日元已经跌到",
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      "start": 1202.323,
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      "text": "40年来最低了",
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      "text": "通货膨胀连4年来",
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      "text": "都超过2%",
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      "text": "这很严重",
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      "text": "这些我们都丢着不讲",
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      "text": "好",
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    {
      "start": 1210.623,
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      "text": "小泉晋次郎防卫大臣",
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    {
      "start": 1212.903,
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      "text": "刚刚最新出版",
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    {
      "start": 1214.443,
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      "text": "2026年日本防卫白皮书",
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    {
      "start": 1217.503,
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      "text": "第一章一打开",
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      "start": 1219.923,
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      "text": "接触日本将来六年防卫计划的目的",
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      "start": 1225.103,
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      "text": "是要怎么样因应",
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    {
      "start": 1227.003,
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      "text": "中国在东海和南海的扩张",
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      "text": "他就直接告诉你",
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      "text": "他说因为中国的航空母舰",
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      "start": 1238.903,
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      "text": "以及驱逐舰队",
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      "text": "在这些海域的活动",
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      "text": "有逐步增加的趋势",
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      "text": "而日本海上自卫队",
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    {
      "start": 1249.103,
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      "text": "想不出有什么可行的方法",
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      "text": "以致对抗",
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      "start": 1254.583,
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      "text": "那怎么办呢",
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      "text": "那我直接提升防卫预算到1.8亿",
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      "text": "1.8兆",
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      "text": "不是1.8亿",
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      "text": "1.8兆新台币",
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      "text": "到了1.8兆新台币",
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      "start": 1266.723,
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      "text": "我可以告诉各位",
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      "text": "那就超过GDP的2%了",
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      "start": 1270.623,
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      "text": "为什么",
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      "text": "因为那是川普要求的",
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      "text": "那事实上",
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    {
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      "text": "也正好符合高市早苗的心意",
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      "start": 1277.063,
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      "text": "为什么",
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      "start": 1277.623,
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      "text": "因为他很希望",
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      "text": "日本在台湾有事的时候",
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      "text": "他现在把防卫白皮书里面",
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      "text": "提到台湾就认为说",
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      "text": "台湾海峡如果出现争端的话",
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      "text": "那会直接影响到日本的生命线",
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      "text": "所以说你要把它等同于日本",
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      "text": "就遭遇到生死交官了",
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      "text": "他现在已经越来越明白",
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      "start": 1301.163,
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      "text": "就说我要介入",
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      "text": "可是我要怎么介入呢",
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      "text": "我要介入的话",
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      "text": "那当然还是要",
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      "text": "我们这些大企业的支持",
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      "text": "什么叫大企业",
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    {
      "start": 1310.143,
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      "text": "川崎重工",
      "chunk": 2,
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      "compression_ratio": 1.375
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      "text": "日本第一品牌",
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      "compression_ratio": 1.375
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    {
      "start": 1313.523,
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      "text": "三菱重工不用讲了",
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    {
      "start": 1314.983,
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      "text": "会坐飞机也会坐汽车",
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    {
      "start": 1316.563,
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      "text": "石川导波模重工",
      "chunk": 2,
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      "compression_ratio": 1.375
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    {
      "start": 1319.023,
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      "text": "从二世大战最有名的",
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    {
      "start": 1321.283,
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      "text": "做飞机引擎跟潜艇引擎",
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      "text": "它甚至可以",
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    {
      "start": 1326.523,
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      "text": "生产一艘真正的核子潜艇给你干",
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      "text": "这是日本真正的大企业",
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      "start": 1331.983,
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      "text": "而且这些企业",
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    {
      "start": 1333.943,
      "end": 1336.423,
      "text": "所造出来的军武品质",
      "chunk": 2,
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    {
      "start": 1336.423,
      "end": 1339.203,
      "text": "都一向是在世界的前列",
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    {
      "start": 1339.203,
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      "text": "大家听过最上级的护卫舰吗",
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    {
      "start": 1343.143,
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      "text": "最上级的护卫舰",
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      "start": 1344.383,
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      "text": "不但澳洲要买",
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      "start": 1345.803,
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      "text": "印度要买",
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      "start": 1346.803,
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      "text": "台湾也要买",
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    {
      "start": 1347.883,
      "end": 1348.603,
      "text": "谁的",
      "chunk": 2,
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      "start": 1348.603,
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      "text": "三菱重工",
      "chunk": 2,
      "language": "zh",
      "avg_logprob": -0.12262168006291466,
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      "start": 1350.003,
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      "text": "所以现在我跟你讲",
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    {
      "start": 1351.663,
      "end": 1353.183,
      "text": "防卫白皮书写的很简单",
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      "start": 1353.183,
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      "text": "也就是说在未来几年之内",
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      "text": "也就是說在未來幾年之內,日本面臨前所未有的戰略性挑戰的時候,",
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      "start": 1358.913,
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      "text": "在這種情況之下,我們一定要擴大國防預算。",
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      "start": 1362.913,
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      "text": "問題是日元一再探底的結果,現在一美元已經對到多少日元?",
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      "start": 1369.913,
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      "text": "163.99日元",
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      "text": "这样子对于老百姓的生活",
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      "start": 1374.573,
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      "text": "直接影响油价好不好",
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      "start": 1376.833,
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      "text": "食品价格一定掉不下来",
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      "start": 1379.973,
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      "text": "为什么",
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      "start": 1380.253,
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      "text": "因为这就是民生必需",
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      "start": 1381.893,
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      "text": "然后高市掌描",
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    {
      "start": 1383.573,
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      "text": "完全没有把它看在眼里",
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      "text": "所以有人说",
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      "text": "他的任期可能不长了",
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      "start": 1387.893,
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      "text": "因为他有一天突然倒戈的话",
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      "text": "一定会非常的迅速",
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      "text": "因为他现在的情况",
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    {
      "start": 1394.253,
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      "text": "跟他原先所承诺的事情",
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    {
      "start": 1396.853,
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      "text": "完全背道而知",
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      "text": "这就是我们现在所看到日本的实况",
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      "text": "好 这个是日本现在面临的",
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      "text": "不管是经济上面",
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    {
      "start": 1404.833,
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      "text": "或者是来自于老百姓政治上面的双重压力",
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      "text": "那日本最好的朋友",
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    {
      "start": 1409.793,
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      "text": "也就是他们最重要的盟国",
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    {
      "start": 1411.453,
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      "text": "美国现在罕见说我要出手了",
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    {
      "start": 1414.313,
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      "text": "这位是美国财长贝森特",
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      "start": 1416.073,
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      "text": "他公开表示",
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      "start": 1416.953,
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      "text": "因为日元近期不是贬到40年新低吗",
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      "start": 1419.493,
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      "text": "他说呢",
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    {
      "start": 1420.013,
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      "text": "接下来我要跟日本一起来稳定日元市场",
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      "start": 1422.793,
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      "text": "所以呢",
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    {
      "start": 1423.233,
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      "text": "被发现他这边在本子上面写了",
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      "text": "说要买进500到100亿美元的日币",
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      "text": "但是有一件事情很讽刺",
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    {
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      "text": "就是最新今天外媒所做的报道",
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      "text": "他说对",
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    {
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      "text": "贝森特现在说他要救日元",
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    {
      "start": 1436.233,
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      "text": "但是被挖过",
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    {
      "start": 1437.353,
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      "text": "挖出来他过去的历史",
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    {
      "start": 1439.613,
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      "text": "他曾经在索罗斯基金操盘期间",
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    {
      "start": 1442.833,
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      "text": "大举的放空日元",
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      "text": "当时贝森特这边的操作下",
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    {
      "start": 1447.493,
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      "text": "获利高达了10亿美元",
      "chunk": 3,
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    {
      "start": 1449.093,
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      "text": "等于说他现在的角色",
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    {
      "start": 1450.273,
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      "text": "从过去大放空日元",
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    {
      "start": 1452.353,
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      "text": "到现在成为了拯救日币的英雄吗",
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    {
      "start": 1455.393,
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      "text": "好 再来不只是贝森特",
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    {
      "start": 1457.053,
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      "text": "他这个操作的方式",
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    {
      "start": 1458.293,
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      "text": "是不是跟美国政府也有点像呢",
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    {
      "start": 1460.193,
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      "text": "凡事都是以自己的利益为出发",
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    {
      "start": 1462.213,
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      "text": "因为这背后",
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    {
      "start": 1463.313,
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      "text": "美国是否在考虑",
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    {
      "start": 1464.633,
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      "text": "要救日元有三大的利益",
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      "start": 1466.653,
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      "text": "第一个就是救美债",
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    {
      "start": 1467.753,
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      "text": "第二件事情就是",
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    {
      "start": 1469.013,
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      "text": "逼日本持续的扩军",
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    {
      "start": 1470.573,
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      "text": "把他的国防支出",
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    {
      "start": 1471.853,
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      "text": "从目前的GDP2%",
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    {
      "start": 1473.753,
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      "text": "是不是可以超过3%呢",
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    {
      "start": 1475.953,
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      "text": "并且大幅的购买",
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    {
      "start": 1477.513,
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      "text": "美国的军事武器",
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    {
      "start": 1478.953,
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      "text": "跟美国合作",
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    {
      "start": 1479.993,
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      "text": "最后就是确保",
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    {
      "start": 1481.173,
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      "text": "日本对美的投资能够落地",
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    {
      "start": 1483.273,
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      "text": "因为当时日本曾经",
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      "start": 1484.813,
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      "text": "承诺过美国说",
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      "start": 1485.973,
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      "text": "对 我会投资你超过5500亿美元",
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    {
      "start": 1488.813,
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      "text": "这内容涵盖了能源",
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    {
      "start": 1490.293,
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      "text": "制造业跟基础建设等等",
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    {
      "start": 1492.173,
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      "text": "所以美国也要确保日本的经济",
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    {
      "start": 1495.213,
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      "text": "还有金融上面的稳定",
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      "start": 1496.733,
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      "text": "是因为这样子吗",
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    {
      "start": 1497.853,
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      "text": "那先来请教委员怎么看",
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    {
      "start": 1499.333,
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      "text": "有关于贝森特这个人物",
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    {
      "start": 1501.433,
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      "text": "他从做空日元到拯救日元",
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    {
      "start": 1503.693,
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      "text": "是不是跟美国政府的做法",
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    {
      "start": 1505.673,
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      "text": "也有点类似呢",
      "chunk": 3,
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    {
      "start": 1506.573,
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      "text": "委员怎么看",
      "chunk": 3,
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    {
      "start": 1507.153,
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      "text": "我先帮大家介绍一下",
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    {
      "start": 1509.133,
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      "text": "索罗斯的这个基金公司",
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    {
      "start": 1511.793,
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      "text": "就是索罗斯基金管理公司",
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    {
      "start": 1513.913,
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      "text": "他其实在过去",
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    {
      "start": 1515.353,
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      "text": "这个国际金融市场上",
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    {
      "start": 1517.293,
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      "text": "是恶名昭彰的",
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    {
      "start": 1518.513,
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      "text": "就长期以来",
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    {
      "start": 1519.973,
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      "text": "他就是专门扮演",
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    {
      "start": 1521.753,
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      "text": "这个空头的秃鹰",
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    {
      "start": 1523.093,
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      "text": "他狙击过英镑",
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    {
      "start": 1524.833,
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      "text": "狙击过泰铢",
      "chunk": 3,
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    {
      "start": 1525.933,
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      "text": "狙击过印尼顿",
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    {
      "start": 1527.393,
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      "text": "造成过韩国的",
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    {
      "start": 1529.173,
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      "text": "当年的亚洲金融风暴",
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    {
      "start": 1530.653,
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      "text": "通通都是索罗斯",
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    {
      "start": 1532.213,
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      "text": "这个基金管理公司的",
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    {
      "start": 1533.713,
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      "text": "这个一手操作出来的",
      "chunk": 3,
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    {
      "start": 1536.133,
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      "text": "那么他只有在",
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    {
      "start": 1537.653,
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      "text": "毕生战役里头",
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      "text": "可是他没有想到",
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      "text": "中国大陆拿了足够的子弹",
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      "text": "跟它对决",
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      "text": "所以索罗斯基金管理公司",
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      "text": "是煞雨而归的",
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      "text": "但是我刚才讲到的",
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      "text": "其他的战役",
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      "text": "它都赚得盆满钵满",
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      "text": "英镑是在什么时候",
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      "text": "脱离跟美国挂钩的",
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      "text": "索罗斯基金管理公司",
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      "text": "结合了",
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      "text": "它自己本身只出了10亿美元",
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      "text": "一个叫做外汇远期合约",
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      "text": "它跟银行签了足够的信用额度",
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      "text": "他一口气把当时的10亿美元",
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      "text": "放大杠杆到100亿",
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      "text": "放大了10倍",
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      "text": "核心成员就是贝森特",
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      "text": "再回到索罗斯基金管理公司的时候",
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      "text": "是2011年到2015年了",
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      "text": "为什么大家觉得这么好笑",
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      "text": "国际金融市场的秃鹰",
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      "text": "然后你现在居然要办好人",
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      "text": "那你说美国为什么要救日本",
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      "text": "美国要救日本其实最主要的原因",
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      "text": "刚才思敏讲了有三个",
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      "text": "但是美国这个自私的这种心态",
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      "text": "他真正最主要要考量的是",
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      "text": "因为如果他今天不出来救日本",
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      "text": "日营要自己进场来互盘",
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      "text": "日营手上的美元不够",
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      "text": "它必须要卖美债",
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      "text": "拿美元买日币进场互盘",
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      "text": "所以你看到了日本",
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    {
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      "text": "大概当时是在7月30号吧",
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    {
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      "text": "528亿的美金互盘",
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      "text": "然后到了7月31号",
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      "text": "它再投340亿美金互盘",
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      "text": "大家想一想",
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      "start": 1658.273,
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      "text": "一直卖美债",
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      "text": "一直卖美债",
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    {
      "start": 1659.673,
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      "text": "会造成什么结果",
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      "text": "市场上的美债的供应量太多了",
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      "text": "于是美债的殖利率就飙升了",
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      "text": "这对美国来说才是最严重的打击",
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      "text": "所以你说贝森特跟美国很好心",
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      "text": "说我来救日本吗",
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      "text": "他也没救",
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      "text": "你知道他用什么方法救吗",
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      "text": "他用了一个根本自己一毛钱",
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      "text": "都不用出的方法去救了",
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      "text": "大家知道在当时疫情期间",
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      "text": "美国的联准会订了一个机制",
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      "text": "叫做FEMA",
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      "text": "这个机制是什么",
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      "start": 1685.833,
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      "text": "他的意思就是说",
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      "text": "如果你这个国家",
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      "text": "你有美债存在我",
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      "text": "联准会的纽约银行",
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      "text": "你有美债压在我这里",
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      "text": "我就让你借",
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      "text": "就是你临时需要掉头寸的时候",
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      "text": "最多借600亿美元",
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      "text": "7天",
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      "text": "我时间给你7天",
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      "text": "让你在短时间之内",
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      "start": 1704.353,
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      "text": "不至于有基金的问题",
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      "start": 1705.373,
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      "text": "这个资金短缺的问题",
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      "text": "当然最主要他会做这个想法",
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      "text": "是因为他怕去卖美债",
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      "text": "所以你就跟着跟我借就好了",
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      "text": "干嘛卖美债呢",
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      "text": "你美债可以继续留在我这里",
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      "text": "可是这7天他还是收利息",
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      "text": "它的利息比市场上的",
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      "text": "付买回机制的利息还要高的",
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      "text": "所以它不是做大善人的",
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      "text": "它不是做慈善事业的",
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      "text": "它还是有赚人家的利息一手",
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      "text": "它今天是用同样的方法在救日人",
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      "text": "它跟日本讲",
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      "text": "反正你有美债压在我这",
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      "text": "那你跟我借好",
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      "text": "所以你想想看",
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      "text": "本来日本政府去卖美债",
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      "text": "它也不用付利息",
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      "text": "它就卖美债就好了",
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      "text": "它现在不得已",
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      "text": "它现在是要跟FEMA机制来借钱",
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      "text": "然后最后还要付利息",
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      "text": "所以你说美国到底真的帮了日本什么",
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      "start": 1745.353,
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      "text": "我实在完全看不出来",
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      "start": 1746.913,
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      "text": "他所做的一切都是为了他自己而已",
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    {
      "start": 1749.333,
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      "text": "但是今天美国投进来的子弹够不够",
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      "text": "各位知道日本的汇率",
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      "text": "日本的外汇市场",
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      "text": "一天的交易额是1.3兆美金",
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      "text": "1.3兆美金的额度在里头",
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    {
      "start": 1762.673,
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      "text": "那你拿个300亿",
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      "text": "500亿",
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      "text": "800亿",
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      "text": "1000亿",
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      "text": "这杯水车薪",
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    {
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      "text": "你要拉得起来很难的",
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    {
      "start": 1770.493,
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      "text": "虽然现在人家说",
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    {
      "start": 1771.573,
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      "text": "现在看起来好像有效果了",
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    {
      "start": 1773.373,
      "end": 1773.853,
      "text": "废话",
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    {
      "start": 1773.853,
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      "text": "市场有预期心理",
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    {
      "start": 1775.213,
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      "text": "大家都知道你美国跟日本现在要救",
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    {
      "start": 1777.773,
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      "text": "谁会在这个时候进场呢",
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    {
      "start": 1779.473,
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      "text": "而且现在有很多人开始回补了",
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    {
      "start": 1781.753,
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      "text": "我当时低价买的日币",
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      "start": 1783.253,
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      "text": "我现在高价把它卖掉",
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      "start": 1785.513,
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      "text": "我赚你一手",
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      "start": 1786.593,
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      "text": "我再等着下一次再进场",
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    {
      "start": 1788.273,
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      "text": "现在大家在等什么",
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    {
      "start": 1789.573,
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      "text": "在等你美国跟日本的子弹用完",
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      "start": 1791.893,
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      "text": "因为很显然的",
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      "start": 1793.353,
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      "text": "你手上没有无穷无尽的子弹可以用",
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    {
      "start": 1795.353,
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      "text": "当这个子弹一旦用完了",
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      "text": "日元又马上会急转直下",
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      "text": "所以你们就看到它最快就拉到155",
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    {
      "start": 1801.673,
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      "text": "然后现在在157 159不断的震荡",
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      "start": 1803.833,
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      "text": "为什么",
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      "text": "就是因为后继无力了",
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    {
      "start": 1806.013,
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      "text": "用这种方法去拉抬日元根本是不可能的",
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    {
      "start": 1809.113,
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      "text": "不解决日本跟美国基本利率的差距",
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    {
      "start": 1813.313,
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      "text": "1%跟3.5%到3.75%的这种差距",
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    {
      "start": 1816.553,
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      "text": "这个问题不解决",
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      "start": 1817.973,
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      "text": "耗力交易会永远存在的",
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      "start": 1820.033,
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      "text": "好 那上次哥又怎么看呢",
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      "start": 1821.773,
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      "text": "我想这次其实都知道了",
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      "text": "其实到底这次美日联手花了多少钱",
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      "text": "其实有",
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    {
      "start": 1828.353,
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      "text": "统计出来在这一波的",
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    {
      "start": 1830.193,
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      "text": "7月30号三消这两天当中",
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      "text": "日本拿出了870亿",
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      "text": "用 当时日本拿出多少",
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      "text": "736亿美金",
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      "start": 1854.713,
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      "text": "在4月5月之后两拨来介入",
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      "start": 1857.233,
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      "text": "结果介入当中有一点点作用",
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      "start": 1859.393,
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      "text": "可能立刻又没有了",
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      "text": "而这个当中",
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      "start": 1861.493,
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      "text": "他当时这两",
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      "text": "4月5月就是卖美债",
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      "text": "所以这时候就美国",
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      "start": 1865.933,
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      "text": "不会让他再卖美债了",
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      "text": "而且其实美国为什么还要介入",
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      "start": 1868.913,
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      "text": "因为现在日元的波动",
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    {
      "start": 1870.453,
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      "text": "开始影响全球的部分",
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      "start": 1872.333,
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      "text": "包括美国资",
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    {
      "start": 1873.193,
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      "text": "包括化解股市",
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    {
      "start": 1874.573,
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      "text": "要知道现在美国股市当中",
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    {
      "start": 1876.673,
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      "text": "科技AI类股市",
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    {
      "start": 1878.133,
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      "text": "整个美国化解股市",
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      "start": 1879.133,
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      "text": "在85%的动能",
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    {
      "start": 1880.593,
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      "text": "所以靠着AI类股",
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    {
      "start": 1882.173,
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      "text": "如果这当中产生了资本当中",
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    {
      "start": 1884.933,
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      "text": "日元跟美元当中流动的影响的话",
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    {
      "start": 1887.633,
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      "text": "其实对美国的",
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    {
      "start": 1888.793,
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      "text": "现在维持的经济状况来讲",
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    {
      "start": 1891.233,
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      "text": "所以这个稳定性",
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    {
      "start": 1892.233,
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      "text": "我觉得贝森特哪个要出售",
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    {
      "start": 1893.573,
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      "text": "而且我们看这个",
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    {
      "start": 1894.493,
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      "text": "其实美国出售当中",
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    {
      "start": 1895.513,
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      "text": "还是有点贼",
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    {
      "start": 1896.773,
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      "text": "而且我觉得大家要注意几个角度",
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      "text": "我们看拍到他那时候",
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      "text": "他后面就是有50到100亿",
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      "text": "然后要买日元",
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      "text": "你知道这个东西",
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      "start": 1912.433,
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      "text": "就會讓那些預期性的投資套現的部分",
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      "text": "美國要介入了",
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      "text": "他就省了很多錢了 你知道",
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      "text": "第二個部分",
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      "text": "其實這一次很特殊",
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      "text": "它是賣歐元換美元之後再來救日元",
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      "text": "這裡不是美國財政部出手",
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    {
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      "text": "怎麼會這麼緊密",
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      "text": "大家為什麼會這麼迅速",
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      "start": 1956.253,
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      "text": "如同剛剛大千講的",
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      "text": "其實現在馬上155到20",
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      "text": "馬上就這兩天",
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      "text": "我回到157點了",
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      "text": "是不是投機的力量還是很大",
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      "text": "但是我覺得要特別關注",
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      "text": "美国跟日本这个紧密度",
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      "text": "钱袋子这件事情",
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      "text": "你看如果救日本",
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    {
      "start": 1985.393,
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      "text": "换到川普的个性",
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      "text": "早就大说他是他的功劳",
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      "text": "这些微妙的地方",
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      "text": "川普都有点疏离",
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      "text": "这里头是不是背后",
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      "text": "其实还是",
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    {
      "start": 1996.753,
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      "text": "美国还是控制着",
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      "text": "包括日本的很多的变数",
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      "start": 2000.453,
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      "text": "以及跟中国之间的关系",
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      "start": 2001.873,
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      "text": "这一次的旧日旅游",
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      "text": "我觉得大家要看深一点",
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    {
      "start": 2005.053,
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      "text": "后面这个深层度",
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      "start": 2006.393,
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      "text": "其实是要值得注意的",
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      "start": 2007.433,
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      "text": "日本危机大爆发",
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      "start": 2009.053,
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      "text": "今天要来看到的是包括了",
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      "text": "现在在日本",
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    {
      "start": 2011.433,
      "end": 2013.453,
      "text": "昨天发生的这场地震",
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    {
      "start": 2013.453,
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      "text": "影响了晶片的命脉",
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      "text": "另外还包括了",
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      "text": "中国大陆断它的稀土等等",
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      "start": 2018.933,
      "end": 2019.913,
      "text": "高市在这个时候",
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      "start": 2019.913,
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      "text": "还是不认错",
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      "start": 2021.193,
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      "text": "硬撑下去",
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      "text": "那另外一方面",
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      "text": "日本现在持续花八兆军飞",
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      "start": 2025.493,
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      "text": "要打造国家的军工厂",
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      "start": 2027.573,
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      "text": "日本是不是要走向战时体制呢",
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    {
      "start": 2030.673,
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      "text": "今天的大主题也请观众朋友留言",
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    {
      "start": 2032.673,
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      "text": "来跟我们做互动",
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      "start": 2033.613,
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      "text": "如果您认为日本现在面临经济",
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    {
      "start": 2035.913,
      "end": 2037.793,
      "text": "还有金融上面的危机大爆发",
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      "text": "留言写一",
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    {
      "start": 2038.513,
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      "text": "如果您认为还非常的安全",
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      "start": 2040.413,
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      "text": "留言写二",
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      "text": "跟我们一起做互动",
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      "start": 2042.813,
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      "text": "这场来自于日本领报的国家危机最新消息",
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      "text": "要来看到的是在昨天",
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    {
      "start": 2047.613,
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      "text": "雄本爆发的7.1级的这场大地震",
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      "text": "直接影响的就是半导体的供应链受挫",
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      "text": "那么包括了东京威力科创两座的工厂宣布停工之外",
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      "text": "在熊本这边之所以特别的重要",
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      "text": "除了台积电Sony之外",
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      "text": "还包括了瑞萨电子等等",
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      "text": "现在在评估说是否也因此受到了影响呢",
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      "text": "其他受影响的企业还包括了丰田三家的工厂",
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      "text": "已经暂时先停止作业了",
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      "text": "再来就是本田机车的熊本厂也停工",
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      "text": "目前这一场意外造成13死亡",
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      "text": "同样也是影响半导体供应链的",
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      "text": "对于日本稀土害气等等的",
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      "text": "直接打击了包括了日本的企业",
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      "text": "有丰田日立三菱重工",
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      "text": "性越化学等等",
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      "text": "这些知名大厂的核心企业",
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      "text": "包括了稀土要做提炼",
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      "text": "到现在是无解的",
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      "text": "那日本的产业界最新也估计了说",
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      "text": "如果中国大陆的稀土持续紧掐的话",
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      "text": "再这样下去",
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      "start": 2125.153,
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      "text": "一年恐怕面临2.6兆日元的损失",
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      "text": "这个规模占GDP的占比",
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      "text": "来到了2.3%",
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      "text": "除了在产业上面",
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      "text": "刚刚看到一系列的影响之外",
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      "start": 2135.093,
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      "text": "我们现在要来看到日元跟日债",
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    {
      "start": 2136.993,
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      "text": "目前又面临了哪一些重大的影响",
      "chunk": 4,
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      "text": "首先日债的规模已经达到了1200兆日元了",
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    {
      "start": 2142.573,
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      "text": "占GDP最高甚至高达250%",
      "chunk": 4,
      "language": "zh",
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      "no_speech_prob": 1.3848106689140494e-11,
      "compression_ratio": 1.274447949526814
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    {
      "start": 2145.593,
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      "text": "长期维持是全球最高的负债国家之一",
      "chunk": 4,
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      "no_speech_prob": 1.3848106689140494e-11,
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    {
      "start": 2149.573,
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      "text": "日元的部分崩跌到163大关",
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      "avg_logprob": -0.07963651599306049,
      "no_speech_prob": 1.3848106689140494e-11,
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    {
      "start": 2153.053,
      "end": 2155.653,
      "text": "引爆了现在投资人也在失去",
      "chunk": 4,
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      "no_speech_prob": 1.3848106689140494e-11,
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    {
      "start": 2155.653,
      "end": 2160.013,
      "text": "对于日元日债的信心是否引发抛售潮",
      "chunk": 4,
      "language": "zh",
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      "no_speech_prob": 1.3848106689140494e-11,
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    },
    {
      "start": 2160.013,
      "end": 2161.493,
      "text": "等一下也请委员带我们看",
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    {
      "start": 2161.493,
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      "text": "因为有专家提到有可能会爆发这样子的一个事情",
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    {
      "start": 2164.553,
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      "text": "市场现在也忧心",
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    {
      "start": 2165.833,
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      "text": "政府持续的扩大它的支出",
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      "avg_logprob": -0.10133826014507248,
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    {
      "start": 2167.853,
      "end": 2170.353,
      "text": "尤其高市早苗最近还要降低",
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    {
      "start": 2170.353,
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      "text": "这个食品税",
      "chunk": 4,
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    {
      "start": 2171.533,
      "end": 2174.853,
      "text": "是否再增加财政上面的负担呢",
      "chunk": 4,
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      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
    },
    {
      "start": 2174.853,
      "end": 2176.613,
      "text": "这个也是外界所关心的",
      "chunk": 4,
      "language": "zh",
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    },
    {
      "start": 2176.613,
      "end": 2178.953,
      "text": "面对现在各种的压力",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
    },
    {
      "start": 2178.953,
      "end": 2180.773,
      "text": "日本高市早苗怎么说呢",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
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    {
      "start": 2180.773,
      "end": 2183.733,
      "text": "他说自己没有应该要去反省的地方",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
    },
    {
      "start": 2183.733,
      "end": 2185.133,
      "text": "而看到了最新民调",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
    },
    {
      "start": 2185.133,
      "end": 2187.073,
      "text": "高市的支持率从6月份",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
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    {
      "start": 2187.073,
      "end": 2188.173,
      "text": "还有51%",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
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    {
      "start": 2188.173,
      "end": 2191.393,
      "text": "一口气现在下滑了至少10个百分点",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
    },
    {
      "start": 2191.393,
      "end": 2192.873,
      "text": "来到了历史新低",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
    },
    {
      "start": 2192.873,
      "end": 2195.573,
      "text": "只剩下4成的一个支持度",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.10133826014507248,
      "no_speech_prob": 1.5996801105977454e-11,
      "compression_ratio": 1.31629392971246
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    {
      "start": 2195.573,
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      "text": "所以今天节目一开始",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
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    {
      "start": 2197.773,
      "end": 2199.213,
      "text": "先请教委员怎么看",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
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    {
      "start": 2199.213,
      "end": 2200.853,
      "text": "日本的债务危机",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
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    {
      "start": 2200.853,
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      "text": "另外高市说没有需要反省的地方",
      "chunk": 4,
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      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
    },
    {
      "start": 2203.513,
      "end": 2207.193,
      "text": "而日元跟日债是否引爆抛售潮",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
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    {
      "start": 2207.193,
      "end": 2209.173,
      "text": "也是现在专家所担心的",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
    },
    {
      "start": 2209.173,
      "end": 2212.793,
      "text": "政治危机加金融危机的双重风暴",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
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    {
      "start": 2212.793,
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      "text": "会不会正式引爆",
      "chunk": 4,
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    {
      "start": 2214.193,
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      "text": "委员怎么看",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
    },
    {
      "start": 2215.153,
      "end": 2217.953,
      "text": "当然这个情况非常的不好",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
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    {
      "start": 2217.953,
      "end": 2219.773,
      "text": "所以关于这个问题",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
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    {
      "start": 2219.773,
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      "text": "高市内阁我估计在今年年内",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.08881389467339766,
      "no_speech_prob": 1.2781882323398275e-11,
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    {
      "start": 2222.453,
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      "text": "就一定会下台",
      "chunk": 4,
      "language": "zh",
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    {
      "start": 2223.313,
      "end": 2224.673,
      "text": "因为高市内阁",
      "chunk": 4,
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      "no_speech_prob": 1.2781882323398275e-11,
      "compression_ratio": 1.3541666666666667
    },
    {
      "start": 2224.673,
      "end": 2228.293,
      "text": "除了高氏自己的表现太过于跳动",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
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    {
      "start": 2228.293,
      "end": 2231.013,
      "text": "那么不符合日本国民的期待之外",
      "chunk": 4,
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      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
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    {
      "start": 2231.013,
      "end": 2233.193,
      "text": "其实高氏在最近这段期间",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2233.193,
      "end": 2235.953,
      "text": "全力在推动军国主义复辟跟抬头",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
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    },
    {
      "start": 2235.953,
      "end": 2239.513,
      "text": "这也不太符合日本大多数民众的想法",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2239.513,
      "end": 2241.213,
      "text": "所以大家可以最近看到",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2241.213,
      "end": 2242.773,
      "text": "日本不管是地方议会也好",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2242.773,
      "end": 2243.853,
      "text": "或者是日本的民间",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2243.853,
      "end": 2246.213,
      "text": "有各式各样的抗争的行动",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2246.213,
      "end": 2247.793,
      "text": "那更不要讲高氏自己",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2247.793,
      "end": 2249.073,
      "text": "陷入了一个丑闻当中",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2249.073,
      "end": 2250.033,
      "text": "而这个政治丑闻",
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      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2250.033,
      "end": 2251.793,
      "text": "到目前为止都还没有解开",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
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    {
      "start": 2251.793,
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      "text": "所以对日本首相来说",
      "chunk": 4,
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      "avg_logprob": -0.05435147536428351,
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    },
    {
      "start": 2253.413,
      "end": 2254.433,
      "text": "他只要陷入丑闻",
      "chunk": 4,
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      "avg_logprob": -0.05435147536428351,
      "no_speech_prob": 1.9193190439747987e-11,
      "compression_ratio": 1.4332344213649852
    },
    {
      "start": 2254.433,
      "end": 2256.393,
      "text": "几乎就已经敲响了它的上中了",
      "chunk": 4,
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      "avg_logprob": -0.09904910341093812,
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      "compression_ratio": 1.3790849673202614
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    {
      "start": 2256.393,
      "end": 2257.873,
      "text": "这个高市内阁要解散",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.09904910341093812,
      "no_speech_prob": 1.5112206624978697e-11,
      "compression_ratio": 1.3790849673202614
    },
    {
      "start": 2257.873,
      "end": 2259.033,
      "text": "只是迟早的问题",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.09904910341093812,
      "no_speech_prob": 1.5112206624978697e-11,
      "compression_ratio": 1.3790849673202614
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    {
      "start": 2259.033,
      "end": 2261.433,
      "text": "那至于说日元的状况更惨",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.09904910341093812,
      "no_speech_prob": 1.5112206624978697e-11,
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    {
      "start": 2261.433,
      "end": 2262.913,
      "text": "我觉得日元是一个死局",
      "chunk": 4,
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      "avg_logprob": -0.09904910341093812,
      "no_speech_prob": 1.5112206624978697e-11,
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    {
      "start": 2262.913,
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      "text": "就是我看日元的这个局势",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.09904910341093812,
      "no_speech_prob": 1.5112206624978697e-11,
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    {
      "start": 2264.813,
      "end": 2266.473,
      "text": "几乎是根本没有办法解开的",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.09904910341093812,
      "no_speech_prob": 1.5112206624978697e-11,
      "compression_ratio": 1.3790849673202614
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    {
      "start": 2266.473,
      "end": 2269.253,
      "text": "大家知道现在日元之所以会",
      "chunk": 4,
      "language": "zh",
      "avg_logprob": -0.09904910341093812,
      "no_speech_prob": 1.5112206624978697e-11,
      "compression_ratio": 1.3790849673202614
    },
    {
      "start": 2269.253,
      "end": 2271.393,
      "text": "造成这个汇率无量下跌",
      "chunk": 4,
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      "text": "最主要的第一个原因是因为",
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      "text": "这个它跟美元之间的利差太大了",
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    {
      "start": 2277.093,
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      "text": "现在大家都在做利差交易",
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      "text": "日本的基本利率是1%",
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    {
      "start": 2281.613,
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      "text": "美国现在的基本利率是",
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      "text": "3.5到3.7%",
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      "start": 2285.813,
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      "text": "所以你一般的投资者",
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      "text": "你会怎么做",
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      "start": 2287.953,
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      "text": "你会去日本银行借日元",
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      "text": "因为日本的利率很低",
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      "text": "你跟银行借日元",
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      "start": 2293.093,
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      "text": "那个利息很低",
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      "text": "你借了日元之后",
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      "start": 2296.013,
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      "text": "通通跑去买美金",
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      "start": 2297.373,
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      "text": "买完美金之后",
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      "start": 2298.693,
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      "text": "就乘到美国去",
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      "start": 2299.593,
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      "text": "去收那个3.5到3.75的利息",
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    {
      "start": 2302.633,
      "end": 2304.233,
      "text": "你中间赚的利差交易",
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    {
      "start": 2304.233,
      "end": 2305.713,
      "text": "再拿一点去把利息付掉",
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      "start": 2305.713,
      "end": 2306.433,
      "text": "你就赚了",
      "chunk": 4,
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      "start": 2306.433,
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      "text": "现在日元之所以无量下跌",
      "chunk": 4,
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      "start": 2308.673,
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      "text": "你甚至日本央行",
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    {
      "start": 2310.673,
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      "text": "日营说出来要来互盘",
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      "start": 2312.353,
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      "text": "根本是不可能的事情",
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      "start": 2313.613,
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      "text": "他唯一最重要的癥结点",
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      "start": 2317.413,
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      "text": "好,關鍵問題來了。日本敢嗎?",
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      "start": 2319.413,
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      "text": "剛才這個詩明給大家看到的,日本現在的債務已經到了GDP的250%了。",
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      "start": 2324.913,
      "end": 2329.413,
      "text": "通常在我們總體經濟學上,債務只要超過GDP的100%,",
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      "start": 2329.413,
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      "text": "你就是一個債務國",
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      "text": "它是250",
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      "start": 2332.613,
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      "text": "它的欠的債是",
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      "start": 2334.013,
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      "text": "賣下260了",
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      "start": 2335.813,
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      "text": "它也是2.5倍到2.6倍的狀況",
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      "text": "那關鍵問題來了",
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      "text": "你欠了一屁股的債",
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      "start": 2342.913,
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      "text": "那你平常要幹嘛",
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      "start": 2343.913,
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      "text": "你要付利息給人家",
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    {
      "start": 2345.113,
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      "text": "那因為你現在基本利率很低",
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      "start": 2346.713,
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      "text": "就一趴",
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      "text": "所以你現在的日本公債的利息",
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    {
      "start": 2349.913,
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      "text": "不用付這麼多",
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    {
      "start": 2350.813,
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      "text": "可是如果你一升息呢",
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      "start": 2352.213,
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      "text": "那你一升息",
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      "no_speech_prob": 3.4510262703069117e-11,
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    {
      "start": 2353.013,
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      "text": "你接下來所有的債務的利息",
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    {
      "start": 2354.913,
      "end": 2356.113,
      "text": "全部都要提高了",
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    {
      "start": 2356.113,
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      "text": "那這個時候你扛得住這個債務嗎",
      "chunk": 5,
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      "text": "你的利息负得出来吗",
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    {
      "start": 2359.713,
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      "text": "更不要讲",
      "chunk": 5,
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    {
      "start": 2360.713,
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      "text": "日本的企业也在跟银行借钱",
      "chunk": 5,
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      "no_speech_prob": 2.1982981407431268e-11,
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    {
      "start": 2362.973,
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      "text": "你现在一升息之后",
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    {
      "start": 2364.893,
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      "text": "日本的企业跟银行借钱借的",
      "chunk": 5,
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      "avg_logprob": -0.10147107165792714,
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    {
      "start": 2367.133,
      "end": 2369.053,
      "text": "大家知道银行借你钱都是浮动利率的",
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      "no_speech_prob": 2.1982981407431268e-11,
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    {
      "start": 2369.053,
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      "text": "它都是以基准利率用几倍来这样算的",
      "chunk": 5,
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    {
      "start": 2371.793,
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      "text": "所以当基本利率一改的时候",
      "chunk": 5,
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      "avg_logprob": -0.10147107165792714,
      "no_speech_prob": 2.1982981407431268e-11,
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    {
      "start": 2373.373,
      "end": 2374.673,
      "text": "你的浮动利率就跳上来了",
      "chunk": 5,
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      "avg_logprob": -0.10147107165792714,
      "no_speech_prob": 2.1982981407431268e-11,
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    {
      "start": 2374.673,
      "end": 2376.033,
      "text": "那在这种情况之下",
      "chunk": 5,
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    {
      "start": 2376.033,
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      "text": "日本的企业撑得住吗",
      "chunk": 5,
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    {
      "start": 2377.633,
      "end": 2378.413,
      "text": "第三",
      "chunk": 5,
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    {
      "start": 2378.413,
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      "text": "日本是一个完全靠进口的国家",
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      "no_speech_prob": 2.1982981407431268e-11,
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    {
      "start": 2380.973,
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      "text": "日本基本上没有任何原物料",
      "chunk": 5,
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    {
      "start": 2382.753,
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      "text": "现在在全世界这么混乱的局面",
      "chunk": 5,
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    {
      "start": 2385.933,
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      "text": "特别是在这个能源价格",
      "chunk": 5,
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    {
      "start": 2387.753,
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      "text": "高涨的过程当中",
      "chunk": 5,
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      "compression_ratio": 1.519108280254777
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    {
      "start": 2389.053,
      "end": 2391.453,
      "text": "大家看到的那个通货膨胀的",
      "chunk": 5,
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    {
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      "text": "这种压力",
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    {
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      "text": "所以日本的企业",
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    {
      "start": 2393.353,
      "end": 2395.173,
      "text": "它进口的原物料的价格",
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    {
      "start": 2395.173,
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      "text": "就变得更高了",
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    {
      "start": 2396.113,
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      "text": "所以原本大家以为说",
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      "start": 2397.613,
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      "text": "日币贬值它的竞争力会变高一点",
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    {
      "start": 2399.793,
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      "text": "可是那已经过了一个死亡交叉了",
      "chunk": 5,
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    {
      "start": 2402.353,
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      "text": "日币适度的贬值",
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    {
      "start": 2403.813,
      "end": 2406.593,
      "text": "对这个出口的产业有帮助",
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    {
      "start": 2406.593,
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      "text": "可是当你贬到太夸张的时候",
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      "start": 2408.433,
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      "text": "在面临到通货膨胀压力",
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    {
      "start": 2410.213,
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      "text": "在面临到你这个整个汇率的压力",
      "chunk": 5,
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      "text": "你的原物料的价格远超过了",
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      "text": "你这个出口能够得到的获利",
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      "text": "那在这个情况之下",
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      "text": "对日本的企业来说",
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      "text": "那就是沉重的负担了",
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    {
      "start": 2421.773,
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      "text": "所以光是我刚才讲的这三点",
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    {
      "start": 2423.653,
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      "text": "我还没有讲一下其他的复杂的因素",
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      "text": "光这三点",
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    {
      "start": 2426.693,
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      "text": "坦白讲我就已经想不出来",
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    {
      "start": 2428.853,
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      "text": "到底日币到底有什么样的一个出入跟解方了",
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      "start": 2432.933,
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      "text": "现在看起来",
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    {
      "start": 2434.433,
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      "text": "当时是160",
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      "text": "我看现在看170",
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    {
      "start": 2437.073,
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      "text": "甚至到180",
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      "start": 2438.493,
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      "text": "甚至200都是有可能的",
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    {
      "start": 2440.133,
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      "text": "那么跌到什么时候呢",
      "chunk": 5,
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      "avg_logprob": -0.1124420166015625,
      "no_speech_prob": 1.1296773412550198e-11,
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      "text": "如果日本现在放手不管",
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      "start": 2443.053,
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      "text": "我告诉各位",
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      "compression_ratio": 1.3888888888888888
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    {
      "start": 2444.093,
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      "text": "当然跌到某一个时刻还是会停的",
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      "no_speech_prob": 1.5135169159630202e-11,
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    {
      "start": 2446.093,
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      "text": "跌到什么时候呢",
      "chunk": 5,
      "language": "zh",
      "avg_logprob": -0.08267351220415525,
      "no_speech_prob": 1.5135169159630202e-11,
      "compression_ratio": 1.4260869565217391
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    {
      "start": 2447.273,
      "end": 2449.433,
      "text": "跌到真的符合供需关系的时候",
      "chunk": 5,
      "language": "zh",
      "avg_logprob": -0.08267351220415525,
      "no_speech_prob": 1.5135169159630202e-11,
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    {
      "start": 2449.433,
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      "text": "它就会停下来了",
      "chunk": 5,
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      "start": 2450.333,
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      "text": "可是那个情况对于整个日本来说",
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    {
      "start": 2453.033,
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      "text": "可能就是灾难性的结局",
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    {
      "start": 2454.633,
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      "text": "所以现在日元跟日灾出问题",
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      "start": 2457.213,
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      "text": "专家也就说会不会引爆",
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    {
      "start": 2458.973,
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      "text": "所谓未来的抛售潮",
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    {
      "start": 2460.773,
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      "text": "这个还要再持续的做关注",
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      "start": 2462.413,
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      "text": "那另外一方面日本要担心的事情",
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    {
      "start": 2464.293,
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      "text": "还有就是我们看到",
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    {
      "start": 2466.313,
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      "text": "在有关于稀土",
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      "start": 2468.013,
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      "text": "还有它的企业界的影响",
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    {
      "start": 2469.773,
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      "text": "因为这场地震",
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    {
      "start": 2470.793,
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      "text": "再加上中国大陆持续的紧搽稀土",
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      "no_speech_prob": 1.5135169159630202e-11,
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    {
      "start": 2473.033,
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      "text": "这个双重打击",
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    {
      "start": 2474.073,
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      "text": "袁老师有什么看",
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    {
      "start": 2474.913,
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      "text": "这个雄本地震",
      "chunk": 5,
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    {
      "start": 2477.053,
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      "text": "再加上日本的这个产业升级",
      "chunk": 5,
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    {
      "start": 2479.593,
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      "text": "就失败",
      "chunk": 5,
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    {
      "start": 2480.693,
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      "text": "原来",
      "chunk": 5,
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    {
      "start": 2481.833,
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      "text": "刚刚我们委员讲了非常多",
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    {
      "start": 2484.853,
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      "text": "我可以大胆地预言",
      "chunk": 5,
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    {
      "start": 2486.233,
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      "text": "日本绝对是完蛋的了",
      "chunk": 5,
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    {
      "start": 2487.913,
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      "text": "但是话说回来",
      "chunk": 5,
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    {
      "start": 2489.553,
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      "text": "如果说要分析针对于地震",
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      "no_speech_prob": 1.4454554740639391e-11,
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    {
      "start": 2491.613,
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      "text": "以及这个产业萧条的情况下来讲",
      "chunk": 5,
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      "no_speech_prob": 1.4454554740639391e-11,
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    {
      "start": 2494.573,
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      "text": "我们有一句老话叫",
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    {
      "start": 2496.053,
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      "text": "天作孽有可为",
      "chunk": 5,
      "language": "zh",
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      "no_speech_prob": 1.4454554740639391e-11,
      "compression_ratio": 1.3958333333333333
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    {
      "start": 2497.573,
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      "text": "人作孽不可活",
      "chunk": 5,
      "language": "zh",
      "avg_logprob": -0.11924351220843436,
      "no_speech_prob": 1.4454554740639391e-11,
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    {
      "start": 2498.633,
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      "text": "我们现在讲说天发生地震",
      "chunk": 5,
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      "no_speech_prob": 1.4454554740639391e-11,
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    {
      "start": 2500.793,
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      "text": "我刚刚举这个例子",
      "chunk": 5,
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    {
      "start": 2501.873,
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      "text": "台湾也有地震",
      "chunk": 5,
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      "avg_logprob": -0.1667127172931347,
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      "start": 2502.933,
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      "text": "这个没有什么好讲",
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    {
      "start": 2504.093,
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      "text": "但是的话风雨升人",
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      "start": 2505.773,
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      "text": "就是风雨升信心",
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    {
      "start": 2508.533,
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      "text": "大家会觉得说有地震的话",
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      "text": "日本应该是能够撑下去",
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      "start": 2511.933,
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      "text": "但是日本的产业为什么衰败呢",
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      "start": 2513.993,
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      "text": "我举三个原因",
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      "text": "日本首先的话",
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      "text": "第一点就是说",
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      "start": 2517.513,
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      "text": "刚刚大千已经介绍",
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      "start": 2519.893,
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      "text": "日本的汇率的问题",
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    {
      "start": 2521.593,
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      "text": "这个情况非常严重",
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    {
      "start": 2522.793,
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      "text": "我们不多讲",
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    {
      "start": 2523.453,
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      "text": "然后第二个问题的话",
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      "text": "就是日本现在的话",
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    {
      "start": 2527.033,
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      "text": "为什么没有稀土",
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    {
      "start": 2529.033,
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      "text": "就是高市扫描",
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    {
      "start": 2530.393,
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      "text": "在去年的11月7号",
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    {
      "start": 2531.993,
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      "text": "莫名其妙冒出了一句",
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    {
      "start": 2533.153,
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      "text": "安倍晋三被打死之前说的话",
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      "text": "他把台湾有事",
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    {
      "start": 2536.473,
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      "text": "搞了大陆话",
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    {
      "start": 2537.513,
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      "text": "非常没面子",
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      "text": "大陆讲说我平常对待你很好",
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    {
      "start": 2540.433,
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      "text": "因为日本的产业之所以厉害的原因",
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    {
      "start": 2542.693,
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      "text": "就是自己是造成了环境污染的",
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      "text": "稀土的产业",
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      "text": "它不生产",
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      "text": "全部交给大陆来生产",
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      "text": "然后日本环境很漂亮",
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    {
      "start": 2551.273,
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      "text": "又搞观光又有好产品",
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      "start": 2553.173,
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      "text": "那现在没了",
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      "text": "稀土当中日本想了三个对策",
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      "text": "第一个用偷的",
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      "start": 2556.633,
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      "text": "跑到大连去偷",
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      "start": 2557.793,
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      "text": "那个富士电机",
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      "text": "结果没偷成被抓到了",
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    {
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      "text": "然后第二个的话",
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    {
      "start": 2560.993,
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      "text": "捡垃圾",
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      "text": "从那个",
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      "start": 2562.153,
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      "text": "从那个旧的冷气机里面",
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    {
      "start": 2564.073,
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      "text": "捡垃圾",
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      "start": 2564.553,
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      "text": "捡得不够用",
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      "start": 2565.413,
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      "text": "然后第三个到海底下",
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      "start": 2567.033,
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      "text": "那个什么两制到底下",
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      "text": "什么挖了些大泥巴以后",
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      "text": "什么现在那个泥巴以后",
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      "start": 2571.573,
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      "text": "能管什么",
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      "text": "自己都不知道",
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      "start": 2573.193,
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      "text": "自己都讲不清楚",
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      "text": "所以日本现在这个情况下",
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      "text": "就是说高市早苗的话",
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    {
      "start": 2578.333,
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      "text": "唯一的能够获得知识的原因",
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      "text": "就是把中国看得",
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      "start": 2582.073,
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      "text": "非常非常的不行",
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    {
      "start": 2583.173,
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      "text": "要是把台湾有事的话",
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    {
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      "text": "日本就要来",
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    {
      "start": 2585.893,
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      "text": "让你来试试看",
      "chunk": 5,
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    {
      "start": 2586.753,
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      "text": "但是我告诉大家",
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    {
      "start": 2587.893,
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      "text": "在这边我要强调一下",
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    {
      "start": 2589.113,
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      "text": "日本每一次遇到国家经济情况不好",
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    {
      "start": 2591.773,
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      "text": "就国家快完蛋了",
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      "start": 2592.913,
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      "text": "都想办法找一个国家来偷袭",
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    {
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      "text": "现在日本的话",
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    {
      "start": 2595.533,
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      "text": "他们的防卫天厅小元气次郎",
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      "start": 2597.313,
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      "text": "就要开始要松绑他们自己的反核三原则",
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      "start": 2601.033,
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      "text": "那对大陆来讲的话",
      "chunk": 5,
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    {
      "start": 2602.793,
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      "text": "这真的是底线",
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      "text": "所以日本的话",
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      "start": 2604.813,
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      "text": "就是说除了天 人",
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    {
      "start": 2606.913,
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      "text": "他们之外的话",
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      "start": 2608.153,
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      "text": "日本自己的未来的发展",
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      "start": 2609.993,
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      "text": "我觉得日本自己都不晓得该怎么办",
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      "start": 2612.193,
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      "text": "好我们现在也是感觉上",
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      "start": 2613.713,
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      "text": "日本好像突然之间",
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      "start": 2614.973,
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      "text": "从原来觉得不错",
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    {
      "start": 2616.433,
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      "text": "现在变成一个非常有麻烦的地方",
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      "start": 2618.153,
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      "text": "是 那所以任老师也带我们看到",
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      "text": "现在日本除了提出这个反核三原则之外",
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    {
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      "text": "是不是要往军事主义的方向去做发展",
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      "start": 2625.533,
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      "text": "从这当中有一些迹象",
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      "text": "首先第一个最新消息是外媒特别做的报导",
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      "text": "爆料说日本政府正在研究修改制度",
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      "start": 2633.833,
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      "text": "接下来要允许国家直接持有部分的国防生产设施",
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    {
      "start": 2638.453,
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      "text": "来因应未来如果真的爆发了战争",
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      "text": "日本可能面临弹药不足 供应链不足",
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      "text": "生产不够快速的一个问题",
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      "start": 2646.113,
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      "text": "第二件事情",
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      "text": "日本持续扩大它的国防支出",
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    {
      "start": 2649.573,
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      "text": "正式突破8兆",
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    {
      "start": 2651.093,
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      "text": "并计划在2027年",
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      "text": "让这个防卫支出达到GDP的2%",
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      "text": "这个支出其实只是在",
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    {
      "start": 2659.013,
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      "text": "美国跟中国大陆之后的",
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      "text": "第三个国家了",
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    {
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      "text": "资金投入的方向",
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    {
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      "text": "是不是也是要往军国主义的方向",
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      "start": 2665.153,
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      "text": "去做发展",
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      "text": "因为它主要投资在长城飞弹",
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      "text": "无人的武器",
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      "text": "防空系统",
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      "text": "弹药库存等等",
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      "text": "所以现在日本的问题是",
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      "text": "一方面面临在经济上",
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      "start": 2675.093,
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      "text": "金融上面的危机",
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      "text": "但是一方面又扩大在军事上面的支出",
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      "text": "要往军国主义做发展吗",
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      "text": "干哥怎么看",
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    {
      "start": 2681.693,
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      "text": "在二四大战爆发以前",
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      "start": 2684.093,
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      "text": "虽然大家都很知道",
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      "start": 2686.513,
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      "text": "石川导波魔重工",
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      "start": 2688.253,
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      "text": "川崎重工",
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      "text": "三菱重工",
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      "text": "这些都耳熟能详",
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      "text": "当时都是在政府的管制底下的",
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      "text": "其实他们的生产",
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      "start": 2697.393,
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      "text": "跟他们的营运",
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      "text": "受政府的政策影响很深",
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      "text": "那是在战争之前",
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      "text": "那现在战后呢",
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      "text": "日本不允许拥有军队之后",
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      "text": "这些都不存在了",
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    {
      "start": 2710.393,
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      "text": "也就是说这些企业都是各自发展",
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      "start": 2713.833,
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      "text": "拥有绝对的自主权",
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    {
      "start": 2715.673,
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      "text": "但是你知道为什么防卫省",
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      "start": 2719.133,
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      "text": "现在最近提出一个法案",
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      "start": 2721.193,
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      "text": "叫做GOKO",
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      "start": 2722.533,
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      "text": "G-O-C-O",
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      "text": "GOKO法案",
      "chunk": 5,
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      "text": "就是什么你知道",
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      "text": "就是这个政府持有",
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      "start": 2728.813,
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      "text": "然后民间营运",
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      "start": 2730.793,
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      "text": "要提出这个新法案",
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      "text": "就是說以後",
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      "start": 2734.476,
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      "text": "要提出這個新法案就是說以後屬於這些軍工產業都有政府來持有。",
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      "text": "那這個交給民間去營運。",
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      "start": 2742.476,
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      "text": "那我心裡就在想,你不可能從日本固有的工業裡面",
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      "start": 2748.476,
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      "text": "去把這種股份給抽出來",
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      "start": 2751.536,
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      "text": "變成國家所擁有",
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      "start": 2753.416,
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      "text": "這根本做不到對不對",
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      "start": 2755.276,
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      "text": "那你為什麼防衛廳或防衛省",
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      "text": "你們會有這樣的想法",
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      "start": 2759.416,
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      "text": "會想要說",
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      "text": "我把像這些大型的軍工產業的持有",
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      "text": "變成政府所有",
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      "text": "然後交給你們去營運",
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      "text": "這就是什麼你知道",
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      "text": "這我給你點破",
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      "text": "這就是軍國主義復辟",
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      "text": "他就是准备我政府抓回了",
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      "text": "这些最主要的重工业的生产之后",
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      "text": "他将来才能够随心所欲的",
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      "text": "日本政府他自己本身",
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      "text": "他就可以进行扩张",
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      "text": "或是进行什么",
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      "text": "进行海外部署",
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      "text": "甚至可以拿回军工业的生产主导权",
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      "text": "可以开始外销",
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      "text": "这些通通都是在长远的算计里面",
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      "text": "所以你说你现在",
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      "text": "你说你现在你看看",
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      "text": "他们的最主要的",
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      "text": "他就是说将来",
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      "text": "你看我们长城巡弋飞弹",
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      "text": "高超音速飞弹",
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      "text": "以及无人机的沿岸系统",
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      "text": "这些都耗资巨大",
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      "text": "那这些耗资巨大",
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      "text": "就影响到日本将来的防卫白皮书",
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      "text": "它到底应该要怎么做",
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      "text": "虽然利益不是最主要的考量",
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      "text": "最主要的考量",
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      "text": "还是国家能不能够掌控",
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      "text": "你说三菱重工",
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      "text": "你现在每年",
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      "text": "你要生产多少战机",
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    {
      "start": 2841.596,
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      "text": "生产多少的引擎",
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      "start": 2843.756,
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      "text": "这些东西老实讲一句",
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      "text": "都不是国家能够控制的",
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      "text": "所以我要把它拿回来",
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    {
      "start": 2849.516,
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      "text": "将来一旦有事",
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      "text": "什么有事",
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    {
      "start": 2852.136,
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      "text": "太平洋有事了",
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    {
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      "text": "或者是北方四岛有事了",
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    {
      "start": 2856.716,
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      "text": "或者是我要抵抗",
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    {
      "start": 2859.096,
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      "text": "这个俄罗斯军队的入侵了",
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      "start": 2861.696,
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      "text": "那我们政府自己本身",
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      "start": 2864.396,
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      "text": "就有马上扩充产品设备的生产速度",
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    {
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      "text": "比如说爱国者飞弹",
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    {
      "start": 2871.356,
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      "text": "比如说日本自卫队的火炮战车等等",
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    {
      "start": 2877.516,
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      "text": "所以大家就晓得说",
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      "text": "日本这种态势",
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      "text": "2027年的预算",
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