*第三季*【EP. 63】#341 經濟學人新聞評論【德國戴姆勒公司、賓士車、零碳排放的汽車、自動駕駛車技術、歐元區、通貨膨脹、2% 通膨目標、貨幣政策、財政措施、經濟合作暨發展組織 (OECD)、亞洲新興經濟體、供應鏈、第四次工業革命、數位化】

每日一經濟學人 LEON x The Economist
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🔴Thursday February 4th 2021 🔵2021年2月4日星期四 1️⃣Mercedes-Benz’s parent company Daimler going through some big changes 賓士的母公司戴姆勒正展開些許大變革 Daimler announced plans to spin off Daimler Truck, the world’s largest truck and bus maker. The German carmaker, whose most famous marque is Mercedes-Benz, hopes that the move will allow the remainder of the firm to focus on zero-emission vehicles and self-driving technologies. The final decision will be put before investors at an extraordinary shareholders meeting later this year. 德國戴姆勒 (Daimler) 公司宣佈其計劃將擺脫全球最大的卡車和巴士製造商 - 戴姆勒卡車公司 (Daimler Truck)。這家德國汽車製造商最著名的品牌是賓士 (Mercedes-Benz),並希望此舉將使該公司的其餘部門專注於零 (碳) 排放的汽車以及自動駕駛技術 (之研發)。最終決定將在今年稍晚的股東大會上提交給投資人 (投票決議)。 2️⃣Inflation going high in the euro area: something to worry about? 歐元區的通貨膨脹高升:令人堪憂? Annual inflation in the euro area reached an 11-month high of 0.9% in January, up from -0.3% in December. Although inflation is still well below the ceiling of 2% that the European Central Bank has as a target, some monetarists are still worried that combined monetary and fiscal stimulus could let price rises get out of hand. 歐元區的年度通貨膨脹率從 (去年) 12月的 -0.3% 升至 (今年) 1月的 0.9%,為近 11個月以來的新高。儘管該通膨率仍遠低於歐洲央行所設定之目標上限 2%,但一些貨幣主義者仍擔心貨幣政策以及財政刺激措施/方案之合併 (雙管齊下) 可能會使價格上漲失控。 3️⃣Shorter, looser or smarter: the East Asian supply chain 短小精幹:東亞供應鏈 The Organisation for Economic Co-operation and Development, a club of 37 rich democracies, counts none of the emerging economies of South-East Asia, India and China as members, but many of them as suppliers. The “digitalisation” of the supply chain is expected to be one of the themes of its latest economic outlook for the region, published today. Some commentators think that supply chains will shorten in response to the pandemic, which exposed vulnerabilities in globe-straddling production networks. Others think chains will become looser and more diversified, spreading like a cat o’ nine tails across multiple, interchangeable sources of supply. A surer bet is that they will become smarter, taking advantage of digital technology to help companies anticipate and respond to problems such as lockdowns, natural disasters, power outages and other glitches. The OECD seems bullish on this prospect, claiming that the “pandemic appears to be triggering the acceleration of the fourth industrial revolution”. 由三十七個富裕且民主之國家所組成的俱樂部“經濟合作暨發展組織 (Organisation for Economic Co-operation and Development,OECD)”並沒有包含東南亞國家、印度和中國等新興經濟體,但後者有諸多成員是前者的供應商。在今天所發佈之經濟前景中,供應鏈的“數位化”有望成為該地區最新的主題之一。部分評論人士認為,供應鏈將因疫情大流行而縮短,因此這暴露了遍及全球之生產網絡中的漏洞。其他人則認為,供應鏈將變得更加寬鬆且多樣化,就像“九尾鞭”那多個可互換的使力來源一樣。值得肯定的是,供應鏈將變得更聰明,且能夠利用數位化來幫助公司預測並應對 (防範疫情之) 封鎖措施、自然災害、斷電和其他故障等問題。OECD 似乎看好此一前景,並稱“疫情大流行似乎正在觸發第四次工業革命的加速”。

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