EPISODE · May 28, 2026 · 19 MIN
第 235 集里程碑：貓貓AI 科技與財經脈動的共同判斷
from 貓貓AI 科技與財經脈動
本集《貓貓AI》里程碑式地回顧AI投資從「本夢比」到「本賺比」的演進，強調資金正加速流向具備「實體護城河」的「AI水電工」型企業，如博通在財報前夕引發的市場波動，恰好映證了投資者對實質獲利的追逐。節目也深入分析台灣經濟在AI需求及「非紅鏈信任溢價」帶動下，外銷訂單與GDP數據亮眼，景氣燈號連續五紅，然而，此成長卻呈現「K型分化」，高科技產業狂飆與傳統產業的掙扎並存。面對即將來臨的AI「商轉收成期」，主持人呼籲投資人擦亮眼睛，專注於那些能將算力轉化為實質營收的基礎設施供應商，並審慎建構具備「抗AI衝擊」能力的投資組合，因為這波浪潮將深刻重塑資產分配格局。 本 Podcast 由 NewsTune 生成提供
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第 235 集里程碑：貓貓AI 科技與財經脈動的共同判斷
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