EPISODE · Jun 3, 2026 · 13 MIN
蘋果AI破局！巨頭爭霸白熱化，錢進哪一咖？
from 貓貓AI 科技與財經脈動
本集節目深度剖析AI熱潮下市場資金板塊的轉移，從Michael Burry與Ray Dalio等華爾街大咖對AI晶片股泡沫的警告出發，引導聽眾從「本夢比」轉向「本賺比」的投資思維。節目特別聚焦Apple即將召開的WWDC大會，探討其「後發制人」的策略，如何透過「on-device AI」與軟硬體深度整合，在應用層和生態系中築起一道新的「實體護城河」，將AI技術轉化為具體的產品力與用戶鎖定效益。這場AI戰火已從底層基礎設施延燒至終端應用，投資人應關注那些能將龐大資本支出轉化為持續變現能力的平台級公司，辨識真正的AI價值所在。 本 Podcast 由 NewsTune 生成提供
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蘋果AI破局！巨頭爭霸白熱化，錢進哪一咖？
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