EPISODE · Jan 20, 2026 · 4 MIN
AGI物理大進化！外銷噴新高，川普亂稅難撼谷歌四兆市值
from 貓貓AI 科技與財經脈動
本集節目深度剖析 Google DeepMind 邁向 AGI 的新路徑——「物理因果模擬」，探討 AI 如何從單純的語言模型演進為理解現實物理規律的世界模型。同時，分析了台灣 2025 年外銷訂單創新高背後的「K 型化」隱憂，揭示 AI 產業與傳統產業的巨大體感落差。節目核心聚焦於川普引發的「格陵蘭關稅風暴」，這場地緣政治危機不僅將金價推升至每盎司 4760 美元的歷史巔峰，更造成美股動盪，唯獨具備垂直整合優勢的 Alphabet 展現出科技避風港的韌性，為投資者在瘋狂政經環境中提供靈活布局的啟示。 本 Podcast 由 NewsTune 生成提供
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AGI物理大進化！外銷噴新高，川普亂稅難撼谷歌四兆市值
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