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요약
國發會發布七月景氣燈號，亮出連續第八顆代表熱絡的紅燈，但學者提醒，美國高通膨正侵蝕家庭消費能力，一旦消費疲弱，進一步拖累科技巨頭營收，迫使ＡＩ投資降溫，衝擊最終仍可能沿供應鏈向上游傳導，回頭影響高度仰賴ＡＩ與美國市場的台灣。
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