EPISODE · Jan 25, 2026 · 8 MIN
第 108 集
from 貓貓AI 科技與財經脈動
本集《貓貓AI科技與財經脈動》探討了台股衝破三萬點背後的市場隱憂，以及AI熱潮的真實面貌。節目從Google DeepMind執行長哈薩比斯在達沃斯論壇對AI投資泡沫的警告切入，強調資本錯位、資金應從純軟體LLM轉向具備物理因果理解的「世界模型」與具身智能。同時，主持人也分析了三星引領的記憶體價格史無前例暴漲，指出HBM需求導致的通用記憶體供應短缺正衝擊產品成本結構，形成「儲存通膨」。節目也關注銀河通用機器人Galbot S1在具身智能領域的突破，預示2026年將是其商用元年。面對超級財報週與聯準會決議，節目警示K型經濟分化導致的市場冷熱不均，呼籲投資者應回歸實質生產力與底層邏輯，警惕泡沫風險。 本 Podcast 由 NewsTune 生成提供
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第 108 集
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