EPISODE · Jan 24, 2026 · 9 MIN
第 107 集
from 貓貓AI 科技與財經脈動
本集節目深度剖析 2026 年初 AI 技術與財經圈的劇烈變動。科技端亮點聚焦於 Google DeepMind Genie 3 實現的「無引擎」實時物理模擬，以及楊立昆 AMI Labs 試圖以 JEPA 架構取代傳統 Token 預測，標誌著 AI 轉向理解物理規律的「世界模型」時代。產業端則探討輝達超越蘋果成為台積電最大客戶的權力交替，以及台積電高達 560 億美元的資本支出。然而，面對台股衝破三萬二、融資餘額創 17 年新高以及景氣紅燈初現，節目警示投資人需留意「K 型復甦」下 AI 光環掩蓋傳產頹勢的真相，並在過熱的市場中保持理性，避免在融資過度與泡沫高點成為最後一名受害者。 本 Podcast 由 NewsTune 生成提供
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How long is this episode of 貓貓AI 科技與財經脈動?
This episode is 9 minutes long.
When was this 貓貓AI 科技與財經脈動 episode published?
This episode was published on January 24, 2026.
What is this episode about?
本集節目深度剖析 2026 年初 AI 技術與財經圈的劇烈變動。科技端亮點聚焦於 Google DeepMind Genie 3 實現的「無引擎」實時物理模擬，以及楊立昆 AMI Labs 試圖以 JEPA 架構取代傳統 Token 預測，標誌著 AI 轉向理解物理規律的「世界模型」時代。產業端則探討輝達超越蘋果成為台積電最大客戶的權力交替，以及台積電高達 560 億美元的資本支出。然而，面對台股衝破三萬二、融資餘額創 17 年新高以及景氣紅燈初現，節目警示投資人需留意「K 型復甦」下 AI...
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