After Meeting EP. 199|台韓股市大超車,AI 浪潮才剛開始而已 episode artwork

EPISODE · May 16, 2026 · 34 MIN

After Meeting EP. 199|台韓股市大超車,AI 浪潮才剛開始而已

from MacroMicro 財經M平方 · host MacroMicro

【👉友站推廣 】 CME 芝商所|標普 500 指數期貨 涵蓋美國 500 家大型企業,含 NVDA、AMD、Google 等 AI 科技主線要角,一口合約掌握美股大盤方向,提供近 24 小時交易彈性。註冊登入即可免費使用專業級交易模擬器,現在就點擊連結,了解更多! https://pse.is/93qprh --- AI 生產力週期的爆發,讓台股、韓國市值大躍升。本集邀請研究員 Jat 從兩者的產業結構差異、記憶體循環的質變,到科技巨頭的變現聊起,解析這波 AI 浪潮究竟是趨勢還是泡沫的起點?此外,也全面解答近期全球通膨壓力、聯準會動態及用戶 QA! 📌 台韓產業結構差異 📌 記憶體循環的質變 📌 AI 變現的實質證據 📌 台韓財富效應與內需消費 📌 上集用戶 QA 解答 🌟MM 課程推薦|總經投資入門攻略,輸入「MPD300」即享折扣! https://pse.is/93qp3u ✍️MM獨家報告|台韓股市傲視全球,AI 紅利下三大提問 https://pse.is/929exu ✍️MM獨家報告|美股成績單大超預期,AI 變現再升級的兩大關鍵! https://pse.is/93nqbp ✍️MM獨家報告|雲端 vs. 新雲端、GPU vs. ASIC,一次梳理「AI 終端、中游、上游」!(下) https://pse.is/93nqbs -- 🎙 錄音時間:05/14 13:00 💻 研究員:Jat -- Hosting provided by SoundOn

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After Meeting EP. 199|台韓股市大超車,AI 浪潮才剛開始而已

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