EP94｜AI具身大戰！台股轉身，對美出口首超中港

本集節目深度剖析 2026 年初的全球科技與經濟變局。首先聚焦 Google Genie 3 與 Meta V-JEPA 2 在「世界模型」與「具身智能」上的技術死鬥，探討 AI 如何從文字生成跨足實時 3D 環境與實體機器人操作；接著分析台灣在「脫中入美」趨勢下的 K 型經濟現況，解釋 7.37% 的超高經濟成長率背後的產業兩極化問題。最後，透過沃爾瑪（Walmart）入選納斯達克 100 指數與 Michael Burry 的空頭觀點，提醒投資者在 AI 驅動的牛市中，需警惕硬體資產高估與零售業代理解構帶來的估值泡沫。本 Podcast 由 NewsTune 生成提供

Episode metadata supplied by the publisher feed · Published Jan 10, 2026

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EP94｜AI具身大戰！台股轉身，對美出口首超中港

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