馬龍

《國際經濟》穆迪示警：美經濟復甦恐前功盡棄

時報資訊

2020年11月7日 上午10:16

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1 則留言

【時報-台北電】今年5月美國各地陸續解封後，國內經濟緩慢復甦，但信評機構穆迪（Moody’s）首席經濟學家詹迪（Mark Zandi）警告，近日疫情惡化又缺乏額外紓困案支撐經濟，意味著經濟復甦前功盡棄的「風險相當高」。

詹迪6日接受CNBC電視台訪問時表示：「我認為美國經濟復甦前功盡棄的風險相當高。」他表示4到8周前美國單日新增確診病例約在4萬例上下，如今已經突破12萬例，顯示疫情惡化相當嚴重。

根據約翰霍普金斯大學的統計，美國單日新增確診病例在5日突破12萬例，且美國至今累積的確診病例也逼近1,000萬例，位居全球之冠。

國際貨幣基金（IMF）在10月曾預期今年美國國內生產毛額（GDP）萎縮4.3％，雖然跌幅小於先前預期的8％，但詹迪認為美國經濟前景依舊暗藏許多風險，其中之一就是疫情捲土重來。

他表示近日歐洲疫情嚴重惡化，已經迫使許多國家重新實施封城及其他社交距離限制。

美國疫情發展進度大約落後歐洲4到6周時間，也就是說接下來美國各地很可能步入歐洲後塵再度封城，這將使剛開始復甦的美國經濟再受打擊。

詹迪表示：「另一方面美國也缺乏額外財政政策支持，至少在近期未來，或在明年1月新總統就職前都不會通過額外紓困案，導致美國經濟不堪一擊。」

今年5月美國國會通過史上最大規模2兆美元紓困案，其中包含的各項紓困措施近日陸續到期，但國會兩黨始終未能針對新一輪紓困案的規模及內容達成共識。

參議院多數黨領袖麥康納（Mitch McConnell）4日表示，推動新一輪紓困案過關是他目前的首要任務，但珊迪認為美國國會分裂意味著大規模紓困案過關的機率微乎其微。他表示：「這將拖累美國經濟成長速度，未來耗費更長時間才能恢復完全就業。」(新聞來源：工商時報─記者陳穎芃／綜合外電報導)

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馬龍

川普推文宣布開除防長艾斯培 米勒暫代

中央社

21.6k 人追蹤

追蹤

The Central News Agency 中央通訊社

2020年11月10日 上午2:37

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263 則留言

（中央社記者江今葉華盛頓9日專電）美國總統川普今天透過推特宣布開除國防部長艾斯培，並宣布將由國家反恐中心主任米勒代理。川普表示這項任命即刻生效。

川普今天下午透過推特宣布，備受尊敬的米勒（Christopher C. Miller）（已獲參議院一致確認）將代理國防部長職務。這項任命立即生效。

他並表示，他相信米勒能勝任這項職務，也確認艾斯培（Mark Esper）已經遭到解雇，川普感謝艾斯培任內對國家的服務。

艾斯培遭到解職有跡可循。數天前美國媒體就傳出艾斯培已經備好辭呈，只待選舉結果出爐。傳言艾斯培會預作準備主要是考量他和川普長期意見相左，深知川普若順利連任，他將遭到開除。（編輯：張佑之）1091110

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馬龍

連三天破10萬病例！美FDA前局長：未來幾周病例將爆增

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編譯胡夢瑋／即時報導

2020年11月7日 下午2:51

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8 則留言

美國食品暨藥物管理局（FDA）前局長戈特利布（Scott Gottlieb）於6日表示，未來幾周內，美國新冠肺炎病例數將暴增。美國已連續三天通報超過10萬病例，不斷打破單日新高紀錄。

CNN報導，美國於6日新增逾12.5萬病例，再度創下單日新高，被問到美國是否會進行全國性封城，戈特利布說，「無論我們是否須進行全國性封城，我認為我們可以針對每州有效緩和疫情，但我們沒有這麼做，替未來累積很多麻煩。我認為（病例數）接下來幾周將會爆炸」。

他說，「我們將看見病例數真正開始暴增」。

戈特利布說，當前疫情狀況已經不同於春季，當時感染集中在小區域，「依照目前染疫速度，必須擔心明年一月會變怎樣，12月會變怎樣」。

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馬龍

瘋大選沒注疫 確診12萬單日新高

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諶悠文／綜合報導

2020年11月7日 上午4:10

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8 則留言

美國大選持續計票中，幾個搖擺州最後「翻藍」。在這緊張時刻，美國新冠肺炎疫情也燒不停，新增確診病例數激增，5日飆破12萬例，已經是連續兩天破10萬，創疫情爆發以來新高。最新的統計顯示，美國確診人數已超過992萬，預料今日將突破確診數1000萬大關。

美國疫情近期嚴重反彈，新增確診病例數直線上升，深陷秋冬季「激增潮」。自11月以來，美國平均單日新增病例從7萬例起跳，呈直線上升態勢。美國疾病控制和預防中心網站最近公布的資料顯示，美國最近7天平均單日新增病例超過8萬例，刷新疫情暴發以來紀錄。此外，7天平均單日新增死亡病例也持續增長，目前為每天新增約800例。

然而根據美聯社的一項分析顯示，在新冠肺炎確診率最高的376個郡有93%都支持川普。川普在這些重災區的獲勝率明顯高於其他疫情衝擊較輕的地區。

近日一項全國民調顯示，支持川普和拜登的民眾對於「疫情是否得到控制」的看法分歧。

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美國總統若明年1月還從缺 波洛西有望成美史首位女總統

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編譯徐榆涵／即時報導

2020年11月6日 下午3:24

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54 則留言

美國總統大選仍在開票階段，總統川普現以214票落後拜登264票，並陸續對威州、賓州、密西根州、喬治亞州和內華達州提出法律訴訟。CBS報導，法律學者認為，若總統大選無法在截止日期有結果，眾議院議長波洛西（Nancy Pelosi）將會宣誓就職代理總統。

據報導，美國凱斯西儲大學法學教授艾德勒（Jonathan Adler）表示，如果明年1月沒有選舉結果，美國將會行使《總統繼任法》（Presidential Succession Act），由眾議院議長擔任代理總統。

美國新任總統將在明年1月20日宣誓就職，若因為選舉爭議導致無人就職，根據《總統繼任法》，眾院議長應辭去議長及議員職務，擔任代理總統。

艾德勒說，選舉結果延後了很多天，這肯定會令民眾感到不安，這類衝突應該儘速得到解決，如果美國最高法院要求審理其中一個案件，必須迅速解決才行。

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遲遞30萬張通訊票 郵政總局長恐丟官

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鍾玉玨／綜合報導

2020年11月6日 上午4:10

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232 則留言

美國大選因疫情影響，通訊投票數量爆增。華府聯邦地方法院法官蘇利文不滿郵政總局（USPS）局長德喬伊（Louis DeJoy）抗命，未在他諭令的美東時間3日下午3時前（台灣時間4日凌晨4時）火速清點戰況激烈15州的通訊選票並完成投遞之責。他對德喬伊說了重話，要求他親自出庭說明，否則就辭職負責！

蘇利文4日說，目前最迫切的問題是這些通訊選票在哪裡？以及如何完成投遞，以便每張票都能被點算。而今年6月被川普總統任命上台的德喬伊，因未遵從聯邦法院的裁決，恐面臨法律責任。

對於30萬張通訊選票未接受掃描「不見」了，對此，郵政總局強調並非如此，稱選票被直接加速送到計票中心，因此省略了掃描過程。

「美國有色人種協會」(NAACP)、拉美裔團體今年8月提出法律訴訟，要求法院下令郵局，在各州規定的截止時間前，將通訊選票遞送到計票中心。各州規定不同，有些州要求郵戳為憑，有些州要求11月3日前寄至計票中心。

依當時裁定，郵政總局最遲須在3日下午3時前對15州的郵件處理中心完成清查，並在下午4:30前確保沒有選票被遺漏，若有，務必盡速遞送。但郵政總局3日下午5時透過司法部律師波爾森（Joseph Borson）向法院遞交陳情書，表示正努力盡快執行法院的命令，礙於人力，無法滿足法官的要求，會在3日晚間完成清點與投遞。

蘇利文對郵政總局抗命表示震驚，4日立即召開庭訊，質詢郵政總局官員巴雷（Kevin Bray），並撂重話要郵政局長到庭宣誓作證，說明為什麼在法院下達命令後沒有採取某些行動，否則就被免職。

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美國單日新增逾12萬人確診創新高 比前一日多出2.3萬人

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2020年11月6日 下午2:11

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2 則留言

美國約翰霍普金斯大學統計，美國過去24小時內新增12萬3085人確診2019冠狀病毒疾病（COVID-19），刷新前一天9萬9660人染疫的紀錄。5日比4日多出2萬3425人確診。

位於馬里蘭州巴爾的摩（Baltimore）的約翰霍普金斯大學（Johns Hopkins University）統計數據顯示，截至美東5日晚間8時30分（台北6日上午9時30分），過去24小時內美國通報12萬3085起新增病例與1226人病歿。

儘管病故人數仍低於春季疫情期間最嚴重的程度，但5日已是連續第3天新增超過1000起死亡病例。美國上一波染疫死亡率高峰是在9月初。

美國自疫情爆發至今超過960萬人染疫與23萬4000人病故，是全球疫情最慘重的國家。

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馬龍

美國單日確診逾10萬再破紀錄 17州住院數創新高

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2020年11月5日 下午12:19

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10 則留言

「華盛頓郵報」報導，美國今天通報新增10萬4000多人確診，創單日新高紀錄，另有17州通報住院人數創紀錄。美國單日新增首度破10萬人是在上月30日，當天確診數為10萬233人。

2019冠狀病毒疾病（COVID-19）疫情影響近乎美國人生活所有面向，包括昨日總統大選的郵寄投票人數創下前所未有規模，使得大選結果尚未出爐。

截至今晚，美國單日新增超過10萬4000人染疫之際，住院與病故人數也攀升，美國昨天住院病患破5萬，創近3個月新高。

北達科他州今天通報，全州僅剩6張加護病房病床未使用。密蘇里州聖路易（St. Louis）與內布拉斯加州奧瑪哈（Omaha）等大都會區，有些醫院已重新安排計畫性手術的時間以空出病床；阿肯色州醫院協會（Arkansas Hospital Association）昨天表示，該州面臨嚴重的醫護短缺情形，因為各州都在搶徵護理人員。

根據華郵追蹤的數據，至少有17州，包括堪薩斯州、田納西州、維吉尼亞州、奧克拉荷馬州、蒙大拿州、愛荷華州、北達科他州、南達科他州、俄亥俄州、內布拉斯加州、明尼蘇達州、印第安納州和西維吉尼亞州等，今天通報的住院人數創下紀錄。

路透社報導，病故人數也有攀升趨勢，平均每天的病故人數是850人，高於1個月前的每日平均700人。

南達科他州的篩檢陽性率超過50%，愛荷華州與懷俄明州則逾40%。世界衛生組織（WHO）表示，陽性率高於5%就值得憂心，因為這代表有未發現的社區傳播。

美國國家衛生研究院（NIH）院長柯林斯（Francis Collins）呼籲美國人「做對的事」，要求美國人在即將到來的冬天流感季在公共場合務必戴上口罩。

柯林斯在書面聲明中提及「自然醫學雜誌」（Nature Medicine）新發表的研究，如果多數美國人都配戴口罩，明年3月以前能挽救多達13萬人的生命。

聲明說，研究發現，如果以目前民眾配戴口罩率約50%，加上沒有遵守社交距離限制來看，明年2月底前染疫身亡人數將破100萬人。

根據法新社，美國迄今累計940萬人染疫與23.3萬人病故，是全球疫情最慘重的國家。

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宜蘭1026的地震警示，果然上週道瓊下挫6.5％；現在，不管是川普或是拜登當選，大勢不會改變，在年底前還會有更大一波的危機，可能會造成長達約5、6年的「全球大蕭條」哦！提醒大家要及早因應，有錢好好存著，要為未來5、6儲存戰備存糧，要長期抗戰啊！沒錢真艱苦啊！

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編譯劉忠勇／綜合外電

2020年10月31日 下午8:12

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12 則留言

受到科技巨頭拖累，道瓊工業指數周五（30日）下跌，使美國總統大選前的最後一周出現3月以來最大單周跌幅。隨總統候選人民調差距拉近，下周有可能出現爭議結果，投資人更加忐忑不安。

道瓊工業指數周五下跌157.51點，收在26,501.60點，一周跌了6.5%，是3月新冠疫情引發的市場動盪達到頂峰以來最慘烈的單周表現。標普500指數跌1.2%，那斯達克綜合指數大跌2.5%，大型科技股跌得最重。三大指數10月跌幅均超過2%，已連續兩個月下跌。

費城半導體指數周五跌1.6%，台積電ADR跌1.2%，一周下來各跌4.8%和5%。

美股在11月3日美國大選前最後一周加大震盪。民調顯示拜登領先川普差距拉近；美國新冠肺炎新增病例再創新高、歐洲重啟抗疫封鎖措施，恐不利經濟復甦；科技巨頭的財報和展望也不盡滿意。蘋果大跌5.6%，推特崩跌21%。

Boston Partners 全球市場研究主管穆蘭尼（Michael Mullaney）說：「大型科技股價位已反映最完全境界，一點失望都成了見好就收的賣壓。」

美國總統大選可能出現爭議性的結果，也對美股投下陰影，為市場增添今年年底不確定性。據福斯新聞全美民調，拜登領先川普的差距已由10月初的10個百分點減為只差8個百分點。

Betterment投資主管葛利希說：「市場對誰會當選和何時得知結果，出現前所未見的不確定感。 」

不過，有的投資人押注，不論誰當選，科技股和通訊股接下來幾個月會走得更艱苦。他們認為，加強規範科技業者，已漸成國會兩黨共識，此外，選後若推出另一波紓困措施，也會掀起一波由科技股轉進景氣循環股的輪動。

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