十週年特輯|專訪王伯達 - 2026 資金走向,AI 泡沫會發生嗎?

EPISODE · Dec 20, 2025 · 53 MIN

十週年特輯|專訪王伯達 - 2026 資金走向,AI 泡沫會發生嗎?

from MacroMicro 財經M平方 · host MacroMicro

本集為十週年企劃的第六集,本週市場延續上週走勢,在 AI 泡沫的疑雲籠罩下續跌,再搭配上日本利率決策的不確定性,讓市場資金開始重新評估。 本集邀請特別來賓,M平方的好朋友-王伯達來聊聊,對全球利率環境的看法?AI 泡沫與 AI 生產力對他而言是什麼?他如何看待 ASIC vs. GPU 大戰?AI 的應用場景是什麼? 📌 M平方十週年企劃的第六集! 📌 降息、升息,全球利率環境解析! 📌 AI 居然可以這樣用! 📌 為何巨頭都要做硬體設備? 📌 歷史最大 IPO:SpaceX 為何很重要? 【👉 友站訊息推廣】想搶先體驗零酒精紅酒?WUVAVA早鳥預購中 預購全品項單瓶下殺75折 機會超划算,快搜尋 WUVAVA,手刀搶先預訂,享受無負擔的微醺氛圍! https://pse.is/8g7xwy 【🔥 最後倒數】買年送月再加碼!「獨家趨勢核心圖組」快速掌握市場四大面向 https://pse.is/8cq2qm ✍️【展望 2026 系列五】|有關 AI 你該知道的事:泡沫疑慮、巨頭競賽、中美博弈 https://pse.is/8gdhpz ✍️【展望 2026 系列六】|從晶片到電網,AI 下半場 - 能源競賽! https://pse.is/8glzus --- 🎙 錄音時間:12/18 10:45 💻 特別來賓:王伯達 -- Hosting provided by SoundOn

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十週年特輯|專訪王伯達 - 2026 資金走向,AI 泡沫會發生嗎?

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