After Meeting EP. 173|AI 救市又擾市,中國迎頭趕上了嗎? episode artwork

EPISODE · Sep 6, 2025 · 48 MIN

After Meeting EP. 173|AI 救市又擾市,中國迎頭趕上了嗎?

from MacroMicro 財經M平方 · host MacroMicro

AI 是否有泡沫化是近期市場著重關注的問題,科技股也隨著消息上下起伏,從原先不斷創高,到近期開始震盪,AI 的發展到底到哪了? 本集邀請研究員 Jat 跟 Danny 來聊聊,AI 生產力循環到哪了?AI 泡沫的情況如何控制?中國遭美打壓,AI 的發展有受影響嗎?中美角力白熱化,中、美各自有什麼? 📌 竟有 95% 企業尚未跨越「AI 鴻溝」? 📌 未來三大趨勢控制 AI 泡沫! 📌 中國處理器急起直追! 📌 中美競爭的各自優劣勢! 📌 用戶提問:PMI 接近臨界值怎麼辦?美國停滯性M平方怎麼看? ✍️ 部落格 | AI 泡沫疑慮產生,生產力循環能挺住嗎? https://pse.is/83zvyz ✍️ 部落格 | 中國 AI 處理器大爆發:中美算力突圍戰正式開打! https://pse.is/845qtb --- 🎙 錄音時間:09/04 13:00 💻 研究員:Jat、Danny -- Hosting provided by SoundOn

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After Meeting EP. 173|AI 救市又擾市,中國迎頭趕上了嗎?

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