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CM216E | WEEK 05 | PROF. Sonic Wu

STRATEGIC
WAR ROOM

策略博弈與貿易戰:紅隊演練(Adversarial Prompting) Strategic Gaming & Trade Wars: a Red-Teaming Drill (Adversarial Prompting)

核心任務:打破學生對「貿易互利」的天真幻想,植入「策略博弈」的生存邏輯:當規則被再政治化時,你要能預判對手、管理敘事、並承受負和博弈的代價。 Core mission: break the naïve “trade is always mutually beneficial” assumption and replace it with a survival logic of strategic gaming: when rules become re-politicized, you must anticipate opponents, manage narratives, and endure negative-sum trade-offs.

THE SPARK|把「貿易」看成一場賽局 THE SPARK|Reframing “Trade” as a Game

本週閱讀地圖|你要帶著什麼進教室? Reading Map|What you must bring into class

  • 01 文章:一個狠人《策略是如何發生的?》— 三路徑:博弈 / 情緒 / 價值。 Article: “How Strategy Happens?” — the 3-path model: Game / Emotion / Value.
  • 02 教科書:Hill Chapter 6(International Trade Theory)— 比較優勢、新貿易理論、政府介入。 Textbook: Hill Chapter 6 (International Trade Theory) — comparative advantage, new trade theory, government intervention.
  • 03 觀影:《未生》EP 4 — 「現場 vs 辦公室」與「賣拖鞋」:比較優勢如何被重構。 Viewing: Misaeng EP 4 — “Field vs Office” + “Selling the slippers”: how comparative advantage gets reconstructed.

課堂觸發情境|Shadow Cabinet(影子內閣) In-class Trigger|Shadow Cabinet

你不是學生,你是 2026 年的政府官員。每次老師隨機點名,你要在60 秒內,用「三路徑模型」選一條路徑發表聲明,並用 Hill Ch.6 的概念讓你的回應看起來像真的政策。 You are not a student—you are a 2026 policy actor. When called, you have 60 seconds to issue a statement using the 3-path model, and make it sound like real policy using Hill Ch.6 concepts.

情境範例:美國宣布對所有進口車加徵 20% 關稅。
你要選:博弈路徑?情緒路徑?還是價值路徑?
Scenario example: the U.S. announces a 20% tariff on all imported cars.
Do you respond via the Game path, Emotion path, or Value path?

評分點(課堂參與):是否引用文章觀點?邏輯是否連貫?是否符合該國要素稟賦(Hill Ch.6)? Participation rubric: Do you cite the article’s lens? Is your logic coherent? Does it fit the country’s factor endowments (Hill Ch.6)?

THEORY|三路徑模型 × Hill Ch.6 國際貿易理論 THEORY|3-Path Strategy Model × Hill Ch.6 Trade Theory

本週的理論不是背定義,而是用一個狠人的三路徑去重新讀 Hill 的國際貿易理論:同一個「關稅」動作,可能是博弈(逼對手讓步)、情緒(敘事與民意)、或價值(長期成本與產業結構)的結果。 This week is not about memorizing definitions. Use the article’s 3-path lens to re-read Hill’s trade theory: the same “tariff” can be driven by Game (forcing concessions), Emotion (narratives and domestic politics), or Value (long-term costs and industrial structure).

> 點擊上方任一路徑,查看「它如何驅動政策/價格/企業決策」。 > Click a path above to see how it drives policy, prices, and firm decisions.

Hill Chapter 6: Textbook Decoder

把 Hill Ch.6 當成你的「經濟學底盤」,再把三路徑當成「現實世界的方向盤」。 Treat Hill Ch.6 as your economic “chassis”, and the 3-path model as your “steering wheel” for reality.

比較優勢 Comparative Advantage

貿易互利的核心機制:不是「誰比較強」,而是機會成本不同帶來的專業化。對應到三路徑的價值路徑:看長期總剩餘。 The logic behind gains from trade: not “who is better”, but different opportunity costs and specialization. In the 3-path lens, this anchors the Value path (long-run total surplus).

新貿易理論 New Trade Theory

規模經濟、先行者優勢、產業集群會讓「市場結果」帶有路徑依賴。這也是政府介入出現的理論入口。 Scale economies, first-mover advantages, and clusters create path dependence in market outcomes. This becomes a theoretical doorway for government intervention.

戰略性貿易政策 Strategic Trade Policy

在寡占與關鍵技術領域,關稅/補貼/出口管制可能不是為了效率,而是為了「讓對手更痛」。對應博弈路徑 In oligopolies and critical technologies, tariffs/subsidies/export controls may aim less at efficiency and more at “hurting the opponent.” This maps to the Game path.

關鍵提醒:三路徑不是三選一。真實世界常是「博弈動作」包著「情緒敘事」,最後用「價值帳」來驗收代價。 Key reminder: the paths are not mutually exclusive. Real cases often wrap a “game move” with an “emotional narrative”, and only later settle the bill via the “value ledger”.

CASE STUDY|《未生》EP4:比較優勢不是天生的,是被「說服」出來的 CASE STUDY|Misaeng EP4: Comparative Advantage Is Constructed, Not Given

本集重點不是職場衝突,而是「比較優勢的重構」與「互補性」:當製造端與策略端彼此看不起時,真正決定能不能成交的,往往是誰能把價值重新「編碼」。 The point of this episode is not office drama—it is the “reconstruction of comparative advantage” and “complementarity.” When manufacturing and strategy teams look down on each other, deals are often decided by who can re-encode value convincingly.

THE COMPARATIVE ADVANTAGE RESET

EPISODE 04

兩個必看橋段 Two Must-Watch Moments

1) 現場 vs 辦公室辯論:「現場」認為辦公室不懂辛苦;「辦公室」反擊:沒有策略與銷售,現場的努力無法變成收入。這正是全球供應鏈的微笑曲線 1) Field vs Office debate: the “field” claims HQ doesn’t understand the work; HQ replies: without strategy/sales, field efforts don’t convert into revenue. This mirrors the global smile curve.

2) 賣拖鞋的逆轉勝:張克萊最後賣的不是拖鞋功能,而是賣對方「缺失的認可」。這是最高級的產品差異化:用意義而不是規格去成交。 2) “Selling the slippers”: he sells not the function of slippers, but the missing “recognition.” This is advanced product differentiation: closing a deal with meaning, not specs.

討論題:台灣在全球分工中更像「現場」還是「辦公室」?如果你想往上移動,你要改的是成本,還是敘事? Discussion: In global division of labor, is Taiwan closer to the “field” or the “office”? To move upward, do you change costs—or change narratives?

連回本週理論 Link Back to This Week’s Theory

把 EP4 當成一個「微型貿易戰」:各方不是在最大化 GDP,而是在最大化自己的位置與話語權。你可以用三路徑做快速標註: Treat EP4 as a “micro trade war”: actors are not maximizing GDP—they are maximizing position and narrative power. Use the 3-path lens to annotate:

  • 博弈路徑:對話其實在測試「誰會先讓步」。 Game path: the conversation tests “who yields first.”
  • 情緒路徑:尊嚴、辛苦、被看見,會改變對價值的解讀。 Emotion path: dignity and being seen reshape how value is perceived.
  • 價值路徑:最後仍要回到「這筆交易長期划算嗎?」 Value path: eventually you still ask: “is the deal worth it long term?”

把它帶進 War Room Bring This into the War Room

當你的組別提出制裁/規則(Round 1),先問:這是在賣「政策功能」,還是在賣「象徵意義」?你的對手會用哪一條路徑反擊? When your team proposes a sanction/rule (Round 1), ask: are you selling “policy function” or “symbolic meaning”? Which path will the opponent use to counter?

Mini Glossary|本週必用詞 Mini Glossary|Key Terms for This Week

比較優勢 Comparative Advantage

相對的機會成本差異。它解釋「互利」的可能,但不保證「永遠互利」。 Differences in relative opportunity costs. It explains possible gains from trade, but does not guarantee “always beneficial”.

微笑曲線 Smile Curve

製造重要,但更高價值常在研發/品牌/通路端。問:你在哪一段? Manufacturing matters, but higher value often sits in R&D, branding, and channels. Ask: where are you on the curve?

以牙還牙 Tit-for-Tat

博弈中的回應策略:用可預期的報復維持威懾,也可能引發螺旋升級。 A game response strategy: predictable retaliation sustains deterrence, but can also spiral escalation.

反身性 Reflexivity

群體對事件的解讀會改變行為,而行為又改變結果;策略是「互相塑造」的過程。 Interpretations shape actions, actions reshape outcomes; strategy is a co-evolving process.

THE WAR ROOM|AI 對抗式推理工作台 THE WAR ROOM|AI Workbench for Adversarial Reasoning

本週 AI Skill 是 Adversarial Prompting:你不再把 AI 當成「答案機」,而是把它當成對手國的紅隊。你要學會讓 AI 攻擊你的盲點,逼你做二階、三階推演(second-order thinking)。 This week’s AI skill is Adversarial Prompting: stop using AI as an “answer machine” and use it as an opponent red team. Force it to attack your blind spots and push you into second- and third-order reasoning.

活動設計|The 2026 Trade War Room Activity|The 2026 Trade War Room

情境:2026 年全球經濟停滯、保護主義盛行。
分組:USA(技術霸權)、China(製造霸權)、EU(規制霸權)、ASEAN(新興市場/搖擺州)。
Scenario: It is 2026: global stagnation, protectionism everywhere.
Teams: USA (tech hegemony), China (manufacturing hegemony), EU (regulatory hegemony), ASEAN (swing bloc/emerging markets).

  • Round 1 (Attack):提出一項制裁或新規則(例:EU 對高碳排產品徵收 50% 碳稅)。 Round 1 (Attack):propose one sanction or new rule (e.g., EU imposes a 50% carbon tariff on high-emission products).
  • Round 2 (Analysis):被攻擊方先做「三路徑分析」,不能立刻反擊。 Round 2 (Analysis):the attacked team must run a 3-path analysis before responding.
  • Round 3 (Counter-Strike):提出反制策略。 Round 3 (Counter-Strike):deliver your counter-strategy.
AI WORKBENCH User: ShadowCabinet_Analyst @ YZU_CM438_Lab

TASK 1|Round 1 (Attack) — 設計你的「第一擊」 TASK 1|Round 1 (Attack) — Design Your First Strike

請用 6 行內寫出:你的組別(USA/China/EU/ASEAN)、目標對象、政策工具(關稅/配額/補貼/出口管制/碳稅/標準)、明確目的、以及你預期對手會怎麼反應(博弈思維)。 In ≤6 lines, specify: your team (USA/China/EU/ASEAN), the target, the instrument (tariff/quota/subsidy/export control/carbon tax/standards), your objective, and the opponent’s expected response (game logic).

TASK 2|Round 2 (Analysis) — 三路徑分析 + 紅隊模擬 TASK 2|Round 2 (Analysis) — 3-Path Analysis + Red Team Simulation

在你反擊之前,先做兩件事:
(1) 用 AI 幫你把對手行為拆成「博弈/情緒/價值」三路徑。
(2) 把你的 Attack 丟給 AI,要求它扮演對手國激進派,預測 3 種反擊(Tit-for-Tat)。
Before countering, do two things:
(1) Use AI to decompose the opponent’s move into the 3 paths (Game/Emotion/Value).
(2) Feed your Attack to AI and force it to role-play the opponent’s hawks, generating 3 tit-for-tat retaliation options.

PROMPT A|RED TEAM SIMULATOR
你現在是【{對手國}】的商務部發言人。面對【{我方國家/組別}】提出的【{政策:例如晶片封鎖/碳稅/關稅/出口管制}】,請你用「以牙還牙 (Tit-for-Tat)」策略,提出三種可能的反制手段。每一種反制都要: 1) 說明它主要屬於三路徑中的哪一條(博弈/情緒/價值) 2) 評估它對雙方在 12–24 個月內的長期傷害(價值路徑) 3) 指出它可能引爆的二階、三階後果(second-order / third-order effects) 最後,用一句話說明你希望逼對手「在哪個點」讓步。 You are the Ministry of Commerce spokesperson of 【{Opponent}】. Facing 【{Our bloc}】’s 【{policy: e.g., chip blockade / carbon tax / tariff / export control}】, use a Tit-for-Tat strategy to propose three possible retaliation options. For each option: 1) Label the primary path (Game/Emotion/Value) 2) Assess long-term damage to both sides over 12–24 months (Value path) 3) Identify second- and third-order effects Finally, write one sentence on where you want the opponent to concede.
PROMPT B|3-PATH ANALYZER
我會給你一段「貿易戰動作」的描述。請你用三路徑模型做分析,格式固定: A) 博弈路徑(Game):對手的目標、威懾點、可能的下一步 B) 情緒路徑(Emotion):它在國內想要建立的敘事、它需要哪些象徵性勝利 C) 價值路徑(Value):長期成本/收益、供應鏈與產業結構的變化 D) Hill Ch.6 檢核:這個動作是否符合該國要素稟賦與產業邏輯?如果不符合,為何仍然會做? 最後,請給我:一個「最低成本」的反制方案,以及一個「最強硬」的反制方案(各 3 行)。 I will give you a description of a “trade-war move.” Analyze it using the 3-path model with a fixed format: A) Game path: opponent objective, deterrence point, likely next step B) Emotion path: domestic narrative, required symbolic wins C) Value path: long-run costs/benefits, supply-chain & industry-structure shifts D) Hill Ch.6 check: does it fit the country’s factor endowments and industry logic? If not, why do it anyway? Finally: give me a “minimum-cost” counter and a “maximum-hardline” counter (≤3 lines each).
AUTO-SAVED LOCALLY

Performance Check|不靠 AI 的 90 秒口頭測驗 Performance Check|90-second Oral Check (No AI)

老師會隨機抽人進入「影子內閣質詢」。準備好用一句話說明:你選的路徑是什麼?你要逼對手在哪裡讓步?以及你要如何用 Hill Ch.6 讓它看起來不是情緒宣洩。 You may be pulled into a “Shadow Cabinet interrogation.” Be ready to state: which path you choose, where you want the opponent to concede, and how Hill Ch.6 makes your response more than emotional venting.

Q1|路徑辨識 Q1|Path Identification

「國家安全」被用來合理化出口管制時,主要是情緒路徑、博弈路徑,還是價值路徑?請說明你的判準。 When “national security” justifies export controls, is it primarily Emotion, Game, or Value? Explain your criterion.

Q2|Hill × 三路徑整合 Q2|Integrate Hill × 3 Paths

用 Hill Ch.6 的「比較優勢」說明一個「價值路徑」會支持自由貿易的情境;再舉一個「博弈路徑」會推翻它的情境。 Use Hill Ch.6 comparative advantage to describe a case where the Value path supports free trade; then give a case where the Game path overrides it.

SUBMISSION HUB|成果輸出與上傳 SUBMISSION HUB|Export & Upload

把你在 War Room 的輸出封裝成可追蹤的學習紀錄:Round 1 攻擊草案、Round 2 三路徑分析、紅隊模擬結果、以及你的反思。你也可以附上 Log 2(exporter 檔)作為證據檔。 Package your War Room outputs into a traceable learning record: Round 1 attack draft, Round 2 3-path analysis, red-team simulation output, and your reflection. Optionally attach Log 2 (exported chat file) as evidence.

基本資料 Student Info

提示:若檔案很大,系統上傳時可能會自動改用雲端連結。 Tip: large files may be uploaded via a cloud link automatically.

貼上 AI 產出 Paste AI Outputs

輸出格式建議 Suggested Formatting

  • AI Output 1:請保留 A/B/C/D 小標(Game/Emotion/Value/Hill check)。 Output 1: keep A/B/C/D headings (Game/Emotion/Value/Hill check).
  • AI Output 2:請保留 3 個反制選項與二階、三階後果。 Output 2: keep the 3 retaliation options and 2nd/3rd-order effects.

檔名會自動生成:IBM_W05_學號_組別_時間戳。建議你把它和 Log 2 放在同一個資料夾。 Filename is auto-generated: IBM_W05_StudentID_Group_Timestamp. Keep it in the same folder as Log 2.