市場觀測站EP179│AI驅動算力競賽帶旺用電電力基建長線受惠 Ft.台灣經濟研究院新興市場研究中心主任劉名寰

AI行情從晶片、伺服器外溢到電力基礎建設，電網韌性成為市場重新定價的新焦點。隨著AI資料中心的持續擴張，台灣未來十年電力需求年均成長率將超越日韓。政府與產業的挑戰，已從單純增加發電總量，轉向強化輸配電網絡的穩定與彈性。面對這波由AI驅動的能源革命，如何確保電力供應的質與量，將是決定未來經濟競爭力的核心關鍵。 🎙️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：台灣經濟研究院新興市場研究中心主任 #劉名寰 🖊本集重點： AI引爆電力需求，行情燒向電網聯準會華許把AI納入通膨方程式 AI資料中心列為用電變數像保齡球般的硬，AI用電考驗電網強韌經濟轉型促成石油密集度大降電力基建長期成長趨勢確立 ☆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/ -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Jun 27, 2026

Embed this episode

Attribution link and audio player

Ready to play

市場觀測站EP179│AI驅動算力競賽帶旺用電電力基建長線受惠 Ft.台灣經濟研究院新興市場研究中心主任劉名寰

0:00 23:45

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of 工商時報Podcast?

This episode is 23 minutes long.

When was this 工商時報Podcast episode published?

This episode was published on June 27, 2026.

Can I download this 工商時報Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!