市場觀測站EP178│老AI掰了！機器人接棒實體AI，2026商轉元年！Ft.滙豐投信資深副總裁顏誌緯

AI投資主線正從雲端算力、GPU與資料中心，轉向能進入工廠、物流、家庭與服務場景。黃仁勳等科技巨頭將戰場轉移至實體AI（Physical AI），人形機器人正是這場賽局的核心。金融專家指出，人型機器人在今年進入商轉、量產與企業成本效益評估階段，投資邏輯將從概念行情轉為供應鏈重估，建議應以更聰明的策略參與，穩健迎接下一個黃金十年。 🎙️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：滙豐投信資深副總裁 #顏誌緯 🖊本集重點： AI下半場揭曉，實體AI成新戰場勞動力革命引爆，人型機器人成終極載體破壞式創新股價先行，iPhone經驗為鑑高檔震盪難免，兩手策略攻守兼備聯準會添變數，短債成資金避風港 ☆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EP178│老AI掰了！機器人接棒實體AI，2026商轉元年！Ft.滙豐投信資深副總裁顏誌緯

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