EPISODE · Feb 2, 2026 · 18 MIN
EP244 | 鷹派主席與格陵蘭風暴:美股七巨頭財報大解密,看 Meta 如何在 AI 代理時代逆勢突圍。 (說明欄中有連結)
from 巴菲特AI實驗室 · host 火星煉金術士
點擊>>> 分析報告 巴菲特AI價值投資>>> https://marschaung.github.io/ai-lab/ 本集Podcast將解析2026年1月底美股受AI變現效率、聯準會人事變更及地緣政治影響呈現劇震。微軟、Meta等財報顯示市場轉向重視AI實質獲利。川普提名鷹派主席引發估值重定價,格陵蘭爭議更觸發拋售。投資應聚焦代理型AI、物理機器人與電力冷卻基礎設施。
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EP244 | 鷹派主席與格陵蘭風暴:美股七巨頭財報大解密,看 Meta 如何在 AI 代理時代逆勢突圍。 (說明欄中有連結)
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