EPISODE · Feb 25, 2026 · 16 MIN
10個重點搞懂狂人川普的國情咨文以及美國將如何影響世界
from Metalogic · host 萊恩
川普2026國情咨文，真的只是在講「美國優先」嗎？還是其實在重寫全球貿易、AI能源、半導體管制與地緣政治的遊戲規則？ 這一集，我們用10大關鍵拆解川普國情咨文背後真正的訊號：3.8兆美元赤字、15%全球關稅威脅、AI資料中心電力成本轉嫁、NVIDIA/AMD高階晶片限制、綠能補貼終止、台灣矽盾風險、多邊秩序鬆動、中東軍事冒險、移民執法與薪資通膨。 問題是：這些政策是在讓美國再次偉大，還是在把全球推向「高通膨＋高衝突＋高不確定性」的新常態？而台灣企業、科技供應鏈、投資人，又該提前避開哪些坑、卡位哪些機會？ 如果你關心的是美元、能源、AI算力、半導體、台股、美債、台海風險與下一輪產業重組，這集不是政治八卦，這是未來三年的風險定價說明書。準備好一起拆解了嗎？ Powered by Firstory Hosting
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10個重點搞懂狂人川普的國情咨文以及美國將如何影響世界
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