EPISODE · May 29, 2026 · 11 MIN
EP96 AI 到底是不是泡沫？
from 楊博財金：揭密投信基金操盤絕技 · host 楊博士 / NICK YANG
這個問題看似是科技問題，實際上卻是資本市場、供應鏈、產能配置與總體經濟與投資節奏共同交織出來的結果。如果只看 AI 應用，我們會覺得它很熱；如果只看 AI 相關的股價，我們會覺得它很貴；但如果我們把目光往下移，去看 AI 的底層基礎設施，特別是先進製程晶圓代工龍頭台積電的資本支出與擴產速度，你會發現，真正決定 AI 熱潮能否延續的，從來都不是華爾街的口號，而是產能何時到位、產能能否消化、以及投資回報是否跟得上。 -- Hosting provided by SoundOn
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EP96 AI 到底是不是泡沫？
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