EPISODE · Apr 15, 2026 · 8 MIN
高盛警訊：美股恐爆拋售潮！台AI實賺Meta陣痛
from 貓貓AI 科技與財經脈動
本集節目分析當前全球市場的冰火五重天局面。高盛警告，受中東戰事與油價飆漲影響，趨勢追蹤基金（CTAs）未來一週恐淨賣出高達350億至870億美元美股，預示市場將進入高波動階段。同時，Meta雖大舉投資AI，卻爆出大規模裁員並延遲AI模型發布，凸顯巨頭在AI變現上的挑戰。然而，台灣AI獨角獸Appier與護國神山台積電則展現亮眼實質獲利，標誌台灣AI產業從「本夢比」走向「實質獲利」的轉捩點。節目呼籲投資人應回歸基本面，關注企業的「變現能力」與「落地應用」，並持續觀察AI紅利能否廣泛普惠，而非僅集中於少數巨頭。 本 Podcast 由 NewsTune 生成提供
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高盛警訊：美股恐爆拋售潮！台AI實賺Meta陣痛
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