財鯨動向 - 你的財鯨好夥伴
財鯨動向投資理財不應該是少數人專屬的知識，我們相信每個人都應該學習正確提升財富的方法，這也是我們設計此社群的初衷，讓人輕易上手，快樂分享，跟著社群的大家一起進步一起學習～ -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 124 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | EducationBusiness |
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本集節目，我們先從 Sora 與 AI 產業的最新變化切入，聊聊當 AI 影片生成從話題走向現實，市場開始正視背後高昂的算力成本、變現效率，以及科技巨頭在資本支出上的壓力。當大家都還在期待 AI 持續高速成長的同時，節目也進一步帶到 scaling law 的討論：如果未來 AI 的成長不再是指數型擴張，那現在市場對 AI 的估值與想像，是否也會開始出現修正？
接著，我們把視角拉到半導體產業。這一集不只談台積電、三星與特斯拉可能切入晶片製造的布局，更重要的是拆解這波市場真正強勢的，為什麼不一定... more
當 AI 不再只是工具，而開始變成「數位勞動力」，這場變革可能就不只是科技題材，而是一次真正的財富重分配。
本集我們先從黃仁勳 GTC 大會切入，聊聊 NVIDIA 這次到底端出了什麼。表面上看是新架構、新平台、新技術，但更核心的問題其實是：市場現在卡住的，早就不是「AI 能不能更強」，而是「這些龐大的資本支出，什麼時候真的能變成企業獲利」。
我們會談到這次 GTC 提出的 AI Factory 概念，為什麼未來企業的競爭力，可能不再只是看員工數量，而是看你掌握多少 Token 預算、多少算... more
這一集，我們從最近最讓市場神經緊繃的中東局勢出發，聊到伊朗衝突、川普一貫的極限施壓手法，以及當戰爭從軍事問題一路外溢成油價、通膨、供應鏈，最後回頭衝擊股市與資產配置時，投資人到底該怎麼看。
這次我們也特別拆解了一個很重要的觀察：市場真正害怕的，往往不是「有沒有開打」，而是那種反覆拉扯、極限施壓、消息忽冷忽熱的高波動狀態。當原油、運費、保險、通膨預期一起被牽動，影響的就不只是能源股，而是整個市場的風險偏好與資金流向。
除了國際局勢，我們也延伸聊到在這種環境下，哪些類型的公司相對更穩、哪些受惠邏... more
這一集我們想聊的是，當 AI 開始越來越像「同事」，市場為什麼反而越來越不安。過去大家談 AI，更多是在講效率提升、工具升級，但現在的討論已經慢慢變成另一個方向：如果 AI 不只是輔助工作，而是真的開始碰到原本屬於白領、SaaS 公司，甚至知識型工作者的核心價值，那整個商業模式和投資邏輯，可能都要被重新檢視。
所以這一集，我們會從最近市場對 AI 的焦慮出發，聊聊為什麼同樣是技術進步，前一階段被當成利多，到了現在卻可能變成壓力。從白領工作被取代的想像、SaaS 護城河是否鬆動，到投資人該怎麼看... more
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Reviews
- 價值話題
恐怖谷的話題非常好，值得深思AI未來世界會是怎麼樣的時代。
Apple Podcasts5happyboy819
Taiwan21 days ago - 主持人的傻笑好吵
主持人一直傻笑打斷內容覺得很吵。很喜歡節目的內容，但不知道為什麼主持人一直心虛的傻笑，讓原本專業的內容變得很像國中生的打鬧對話，導致想聽的內容斷斷續續無法連貫起來，也打斷思考，排除90%時間傻笑的部分，整體節目算有料。
Apple Podcasts1Vicky Liu 513Taiwan2 months ago - 一直被打斷
明明是好節目，但是開場一句話都講不完整，頻頻被打斷，講到一半就分心，一句話講完整要三四次（同一個主持人上，應該很好判斷是哪一位），聽得很痛苦。聽了兩集，開頭都這樣。很想聽下去，盼改善。
Apple Podcasts3Qq軒Taiwan4 months ago - 六星好評
一群人坐在一起講廢話不簡單，我聽快要一年的廢話也不簡單，我五星、你們一星合起來六星。
Apple Podcasts1JackyJWCTaiwan10 months ago - 針對鯨日有約後半段
「有些人買股票認定它會回來的哈哈哈」有研究有信仰就持續買進持續投資（例如指數），不能這樣嗎？能否開示好笑的點在哪？
很想給一顆星，但既然誠心發問就給五顆，如果願意回應的話感謝
Apple Podcasts5JackyJWCTaiwana year ago
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財鯨動向 - 你的財鯨好夥伴 launched 2 years ago and published 124 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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