市場觀測站EP163│區域分化加劇 AI落地能否撐住市場信心？feat.渣打銀行財富管理投資策略部主管劉家豪

AI「脫虛向實」，2026年是關鍵年。儘管地緣衝突引發短期拋售，實體AI應用的落地正為市場注入實質獲利的信心。全球AI鏈的佈建從科技業擴散至傳產與內需，市場資金也在分化，從純軟體轉向實體產出的硬體鏈。當美國AI公司為獲利掙扎，亞洲AI產業鏈取得良機，國際投資熱錢也看到了！ 🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬 🎙來賓：渣打銀行財富管理投資策略部主管 #劉家豪 🖊本集重點： 1. 全球股市震盪，資金亂了方寸？ 2. AI資本支出未停，供應鏈的短線壓力測試 3. 「硬」實力是地緣震盪的避風港？ 4. 能源與電力決定AI發展的下一步 5. 中國機器人又打拳又跳舞，為哪樁？ 6. 信任供應鏈、能源安全，入列全球資本市場新題材 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP163│區域分化加劇 AI落地能否撐住市場信心？feat.渣打銀行財富管理投資策略部主管劉家豪

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