川普關稅衝擊：越南出口降4%，印尼鞋業投資急凍
美國川普總統的關稅政策重擊亞洲供應鏈。越南鞋類對美出口下滑4%，印尼的外國投資計畫被迫取消，東南亞製造業面臨嚴峻挑戰。
貿易戰火再次點燃，供應鏈警鈴大作。美國總統唐納·川普（Donald Trump）的「互惠」關稅政策，正對東南亞的關鍵產業投下震撼彈。在印尼，外國製鞋商已取消投資計畫；在越南，鞋廠正被迫吸收額外成本、加速自動化並縮減招聘，全球製造業版圖面臨新一輪的變局。
越南困境：出口下滑與成本壓力
在越南，製鞋工廠的管理者們正承受著關稅帶來的巨大壓力。他們不僅要自行吸收部分新增成本，更被迫加快工廠自動化腳步，以減少對人力的依賴，同時也暫緩了招聘計畫。根據路透社的數據，衝擊已反映在貿易數字上：今年11月越南對美國的鞋類出口，與去年同期相比下滑了4%。這個數字清楚地顯示，貿易政策的影響已是現在進行式。
印尼寒冬：外資卻步與投資停擺
與此同時，印尼面臨的狀況更為嚴峻。由於關稅帶來的高度不確定性及成本結構的劇變，多家外國鞋業製造商已經撤回了在該國的投資計畫。這不僅意味著預期的就業機會化為泡影，也對印尼的經濟成長動能造成了直接打擊，可謂損失慘重。
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