2026-10-19 18:38:14 网络 阅读（65）
商业发展研究院今(4)日发布台湾商业服务业景气循环分析预测指出，AI盛世全面引爆台湾供应链红利，并逐渐显现对内需市场的正外溢效果，服务业生产力和制造业落差见到改善，整体经济呈现「外热内温」新格局。
商研院说明，商业服务业中「批发及零售业」自去年初开始一枝独秀，领先复苏，旺上加旺，到今年第二季，又见「住宿与餐饮业」和「不动产及住宅服务业」止跌回升。
不过，商研院提到，虽产业别的生产力分歧有所收敛，但批发与零售业一枝独秀，住宿与餐饮业、不动产与住宅服务景气仅可说是保温而已，仍停留于低度水平，未见真正的明快复苏。
而同样是处于「缺工」新常态，批发与零售持续畅旺，主要是因其生产端的规模经济与消费端的网路效应规模经济调适成功。
商研院进一步观察，整体经济除了外热内温新格局，不均衡复苏的分歧已开始收敛，领先景气循环指数与扩散指数均指向景气循环上行走势，有利加强带动景气复苏动能。
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"title": "商研院：AI红利扩散至内需 服务业中批发零售一枝独秀",
"shortTitle": "商研院：AI红利扩散至内需 服务业中批发零售一枝独秀",
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"description": "商研院：AI红利扩散至内需 服务业中批发零售一枝独秀",
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"content": "<p>商业发展研究院今(4)日发布台湾商业服务业景气循环分析预测指出，AI盛世全面引爆台湾供应链红利，并逐渐显现对内需市场的正外溢效果，服务业生产力和制造业落差见到改善，整体经济呈现「外热内温」新格局。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6597231/l/55d163fbbd43406b8d87946c9de42a97.jpg\" alt=\"商研院：AI红利扩散至内需 服务业中批发零售一枝独秀\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>商研院说明，商业服务业中「批发及零售业」自去年初开始一枝独秀，领先复苏，旺上加旺，到今年第二季，又见「住宿与餐饮业」和「不动产及住宅服务业」止跌回升。</p>\n\n<p>不过，商研院提到，虽产业别的生产力分歧有所收敛，但批发与零售业一枝独秀，住宿与餐饮业、不动产与住宅服务景气仅可说是保温而已，仍停留于低度水平，未见真正的明快复苏。</p>\n\n<p>而同样是处于「缺工」新常态，批发与零售持续畅旺，主要是因其生产端的规模经济与消费端的网路效应规模经济调适成功。</p>\n\n<p>商研院进一步观察，整体经济除了外热内温新格局，不均衡复苏的分歧已开始收敛，领先景气循环指数与扩散指数均指向景气循环上行走势，有利加强带动景气复苏动能。</p><div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/tw/article-4689.html\" title=\"〈台币〉股汇不同调！随亚币走弱收31.874元 创近3月新低\">〈台币〉股汇不同调！随亚币走弱收31.874元 创近3月新低</a></li>\n <li><a href=\"/new/tw/article-7965.html\" title=\"大盘撞墙月线回档！Google利多别盲目追高，反弹这位置先减码！\">大盘撞墙月线回档！Google利多别盲目追高，反弹这位置先减码！</a></li>\n <li><a href=\"/new/tw/article-15012.html\" title=\"外资大买面板双虎、倒货金融股 三大法人合计买超220亿元\">外资大买面板双虎、倒货金融股 三大法人合计买超220亿元</a></li>\n <li><a href=\"/new/tw/article-13464.html\" title=\"〈台股盘前要闻〉9月开局捍卫4万6、辉达砸35亿美元认购联发科ECB\">〈台股盘前要闻〉9月开局捍卫4万6、辉达砸35亿美元认购联发科ECB</a></li>\n <li><a href=\"/new/tw/article-13361.html\" title=\"〈焦点股〉和硕处分景硕1.6万张处分利益近144亿元 股价抗跌有撑\">〈焦点股〉和硕处分景硕1.6万张处分利益近144亿元 股价抗跌有撑</a></li>\n <li><a href=\"/new/tw/article-19672.html\" title=\"电子五哥第三季股价三涨两跌 最新伺服器展望一次看\">电子五哥第三季股价三涨两跌 最新伺服器展望一次看</a></li>\n </ul>\n</div>",
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"createdAt": "2026-09-04T03:20:44.000Z",
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