EPISODE · Feb 9, 2026 · 8 MIN
高盛倒貨！美股爆血、裁員創新高！AI能當英雄？
from 貓貓AI 科技與財經脈動
「貓貓AI科技與財經脈動」本集深度剖析AI浪潮下的市場「冰火兩重天」：首先揭示高盛警報，指出美股因CTA淨賣出和「短伽瑪」效應可能面臨330億美元拋售壓力，市場恐慌指數逼近極度恐懼；接著探討美國一月裁員人數創2009年新高，十萬白領因AI取代而失業，加劇「K型分化」；最後聚焦於AI強勁需求引爆的記憶體「超級週期」，導致HBM等關鍵零組件價格飆漲數十甚至近百百分點，供應商甚至犧牲消費市場。節目強調，在AI重塑產業格局的同時，投資人與產品設計師務必獨立思考、審慎評估，以避免淪為這波狂潮下的「具身韭菜」。 本 Podcast 由 NewsTune 生成提供
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高盛倒貨！美股爆血、裁員創新高！AI能當英雄？
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