美中技術限制衝擊亞洲：2026年亞洲CEO供應鏈壓力倍增

{"version":"2","blocks":[{"type":"paragraph","children":[{"type":"span","text":"美中兩國間的技術限制正如雙刃劍，而亞洲企業顯然感受到了更深切的寒意。根據智庫"},{"type":"span","text":"諮商會","marks":["keyword"]},{"type":"span","text":"（The Conference Board）發布的最新調查，亞洲企業領袖對貿易限制的擔憂程度遠高於美國同行。"}]},{"type":"heading","level":2,"children":[{"type":"span","text":"美中技術限制 亞洲CEO 面臨雙重挑戰"}]},{"type":"paragraph","children":[{"type":"span","text":"據《南華早報》報導，在受訪的亞洲CEO中，有"},{"type":"span","text":"23%","marks":["stat"]},{"type":"span","text":"將出口管制視為主要的貿易憂慮，相比之下，美國CEO的比例僅為"},{"type":"span","text":"11%","marks":["stat"]},{"type":"span","text":"。這反映出亞洲企業處於全球技術製造與供應鏈的核心，更容易受到關鍵投入受限的直接衝擊。報告作者"},{"type":"span","text":"Max Zenglein","marks":["keyword"]},{"type":"span","text":"指出，經濟安全工具箱的擴張對亞洲的影響更為劇烈。"}]},{"type":"quote","cite":"Max Zenglein","children":[{"type":"span","text":"技術控制等經濟安全措施對亞洲的影響更為尖銳，因為亞洲廠商位於全球技術供應鏈的中心。"}]},{"type":"heading","level":3,"children":[{"type":"span","text":"供應鏈動盪下的生存法則"}]},{"type":"paragraph","children":[{"type":"span","text":"全球範圍內，"},{"type":"span","text":"41.6%","marks":["stat"]},{"type":"span","text":"的CEO對「供應鏈中斷」感到極度擔憂。近期北京方面對"},{"type":"span","text":"輝達","marks":["keyword"]},{"type":"span","text":"（Nvidia）高階晶片"},{"type":"span","text":"H200","marks":["keyword"]},{"type":"span","text":"的焦慮，以及對"},{"type":"span","text":"Meta","marks":["keyword"]},{"type":"span","text":"收購人工智慧新創公司"},{"type":"span","text":"Manus","marks":["keyword"]},{"type":"span","text":"的調查，均顯示出美中雙方都在構築「小院高牆」。為了應對這一趨勢，CEO們正將以下事項列為優先："}]},{"type":"list","style":"bullet","items":[{"children":[{"type":"span","text":"供應商多元化以降低依賴度"}]},{"children":[{"type":"span","text":"庫存最佳化以緩衝供應波動"}]},{"children":[{"type":"span","text":"提升運營敏捷性以快速應對政策變動"}]}]},{"type":"timeline","items":[{"date":"2025年10月-11月","children":[{"type":"span","text":"調查採訪了全球"},{"type":"span","text":"1,732位","marks":["stat"]},{"type":"span","text":"高管，包含"},{"type":"span","text":"771位","marks":["stat"]},{"type":"span","text":"CEO。"}]},{"date":"2026年1月23日","children":[{"type":"span","text":"報告正式發布，揭示亞洲企業在美中博弈下的脆弱性。"}]}]},{"type":"prism-insight","title":"轉向敏捷運營","body":[{"type":"span","text":"地緣政治已成為不可忽視的營運成本。亞洲企業正從追求極致效率的「及時生產（Just-in-Time）」，轉向追求安全儲備與多元布局的「以防萬一（Just-in-Case）」模式。"}]}]}