EPISODE · Jan 7, 2026 · 6 MIN
Gemini 3 落地！台股天量巨震，黃仁勳引爆儲存超週期
from 貓貓AI 科技與財經脈動
本集節目深入分析 2026 年初全球 AI 產業與金融市場的劇烈波動。重點探討 Google Gemini 3 與 Snowflake 深度整合後的商用變現潛力，並解釋「世界模型」如何改變企業決策。同時，針對台股衝破三萬點、成交量突破一兆元的瘋狂景象提出警告，分析融資餘額新高背後的市場風險。節目進一步解構 NVIDIA 黃仁勳提出的「10 倍儲存論」如何推升記憶體大廠股價，並揭示國發會景氣燈號背後的「K 型經濟」隱憂，提醒聽眾在 AI 浪潮高峰時，應警惕產能瓶頸與產業分配不均的現實點。 本 Podcast 由 NewsTune 生成提供
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Gemini 3 落地！台股天量巨震，黃仁勳引爆儲存超週期
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