After Meeting EP. 169｜大而美法案開跑，哪個產業勝出？

What this episode covers

美股不斷創高，科技股貢獻尤多，而先前通過的大而美法案中，最受惠的仍然是 AI 與半導體公司，大而美法案中到底都有哪些細節？本集邀請研究員 Ralice 來聊聊，企業條款為何最惠及 AI 與半導體？大而美促進核能復興？為何要增加國防與邊境安全支出？ 📌 企業條款的三大主要重點！ 📌 大而美利好 AI 與半導體！ 📌 美國生產力名列前茅的原因？ 📌 再生能源與核能兩分歧？ 📌 增加國防支出為打霸權之爭！ 📌 大而美的三大長期投資趨勢！【👉MM聽眾專屬優惠】M平方 x 物外YSTUDIO 聯名限定筆款：向父親/引路者致敬— 美感與質感兼具的收藏之選，特殊檔期限時開跑，即刻享 88 折專屬優惠，錯過不再！ https://lihi.cc/B293s 👉 總經線上學院 | MM 總經知識節 https://pse.is/7xkuc2 ✍️ 部落格 | 大而美背後的兩大趨勢！ https://pse.is/7xklnu ✍️【關鍵圖表】| 財政部即將公佈發債計畫！流動性將如何影響？ https://pse.is/7xl25s --- 🎙 錄音時間：07/24 13:00 💻 研究員：Ralice -- Hosting provided by SoundOn

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How long is this episode of MacroMicro 財經M平方?

This episode is 36 minutes long.

When was this MacroMicro 財經M平方 episode published?

This episode was published on July 26, 2025.

What is this episode about?

美股不斷創高，科技股貢獻尤多，而先前通過的大而美法案中，最受惠的仍然是 AI 與半導體公司，大而美法案中到底都有哪些細節？本集邀請研究員 Ralice 來聊聊，企業條款為何最惠及 AI 與半導體？大而美促進核能復興？為何要增加國防與邊境安全支出？ 📌 企業條款的三大主要重點！ 📌 大而美利好 AI 與半導體！ 📌 美國生產力名列前茅的原因？ 📌 再生能源與核能兩分歧？ 📌 增加國防支出為打霸權之爭！ 📌 大而美的三大長期投資趨勢！ ...

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