EPISODE · Apr 15, 2026 · 13 MIN
AI重塑商模｜道瓊衝5萬！高盛剖析輪動與科技股估值警訊
from 貓貓AI 科技與財經脈動
本集《貓貓AI科技與財經脈動》深入探討AI如何顛覆商業模式，從台灣Appier的Agentic AI策略帶動營收獲利創新高，預示AI原生軟體潛力，到傳統軟體服務業因AI「顛覆恐慌」而面臨估值重塑危機，美股科技板塊輪動顯著。節目也揭示了高盛為應對AI衝擊而提出的投資組合，以及AI智能體按效果付費（RaaS）新模式的崛起，預計將大幅降低營運成本並重塑SaaS產業。小明爆氣諷刺這些是資本家割韭菜的新手法，呼籲投資人與產品設計師務必保持警惕，看清AI背後的實質價值與風險。 本 Podcast 由 NewsTune 生成提供
Embed this episode
Ready to play
AI重塑商模｜道瓊衝5萬！高盛剖析輪動與科技股估值警訊
0:00
13:07
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 貓貓AI 科技與財經脈動?
This episode is 13 minutes long.
When was this 貓貓AI 科技與財經脈動 episode published?
This episode was published on April 15, 2026.
Can I download this 貓貓AI 科技與財經脈動 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!