EPISODE · Jun 17, 2026 · 18 MIN
AI狂潮失控？下個崩盤點是哪裡？
from 貓貓AI 科技與財經脈動
本集《貓貓AI》深入探討AI發展帶來的「結構性重塑」，不僅讓AI燒錢黑洞持續擴大，更衝擊全球經濟與勞動力市場。節目指出，聯準會鷹派升息預期、中東地緣政治動盪，已推升鋁電解電容等AI基礎設施底層材料成本。同時，台積電攜手群創研發玻璃基板，華紙跨足光學玻璃襯紙，揭示AI需求正重塑傳統產業供應鏈，創造新興「實體護城河」與投資機會。另一方面，AI對白領飯碗的威脅日益顯著，裁員潮與勞動力市場的「K型分化」加速，迫使個人必須提升「人類特有技能」才能應對。節目提醒投資人，面對AI的「本夢比」，更需關注其對產業鏈、經濟結構乃至個人職涯「本賺比」的深遠影響，思考究竟是「燒錢黑洞」先吞噬市場，還是新的「實體護城河」能穩住局面。 本 Podcast 由 NewsTune 生成提供
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AI狂潮失控？下個崩盤點是哪裡？
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