AI永動機是利多還是泡沬？台積電受益大但漲輸英特爾，該獨鍾一味？ft.朱岳中、温建勲｜2025.10.13

from 投資不踩雷 · host 夏韻芬

AI多頭派對狂歡咚滋咚滋停不下來，因為OpenAI、輝達、甲骨文三家公司的交叉投資，創造出AI產業資金循環的新模式，把AI投資變成一個停不下來的「永動機」，不想被邊緣化變成局外人，就得想方設法入局，在英特爾之後，超微、xAI也都加入，但這個永動機究竟開創了AI循環經濟，還是吹大AI泡沫的泡泡機？台積電儘管左右逢源，成為「AI永動機」最大受益者，帶著台股不斷創新高，但仍面臨川普政府台美晶片產能五五分雜音，還甩不掉英特爾這顆燙手山芋，股價長線仍存在隱憂？AI永動機推升台美股市持續刷新歷史紀錄，巴菲特指標破表再破表，代表股市真過熱？股市與黃金都處於歷史高點，資金該往哪裡去？主持：夏韻芬來賓：基金教授朱岳中、黑石財經執行長温建勲（本集 10/12 於鏡新聞首播，10/13 鏡好聽播出） Podcast聲音後製：劉寶苓

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AI永動機是利多還是泡沬？台積電受益大但漲輸英特爾，該獨鍾一味？ft.朱岳中、温建勲｜2025.10.13

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