【必看】AI改變電商結構!Google x 沃爾瑪只是開始?電商巨頭的末日,卻是散戶的財富新大陸? #阿里巴巴 #OpenAI #淘寶

Chief PaPa 張志雲 January 16, 2026
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✅登記免費股票公益課: https://www.chiefpapa.com/10X-class - ▶︎加入GMT,在我們的指導下,一起在全球市場中把握機會: https://www.chiefpapa.com/gmt-direct ■-------------------------------------------------- 影片主題介紹: 谷歌(Google)與沃爾瑪(Walmart)正式聯手推出「通用商務協定」(UCP),這無疑是在零售業投下了一枚核彈!這不只是一次技術合作,更是一個時代的終結宣告——我們過去 30 年習以為常的「逛網購」模式,即將走入歷史,步入新的消費方式。 想像一下,當全球最大的零售商全面接入 Gemini AI 模型,傳統電商賴以生存的「流量迷宮」將被瞬間瓦解。AI Agent(人工智能代理)不再是簡單的助手,它正化身為冷靜、理性的「購物管家」,直接斬斷平台最核心的廣告收入,破解那些精心設計的價格陷阱。亞馬遜、阿里巴巴這些電商巨頭,難道真的要成為時代的眼淚嗎? 目前,市場對 AI 巨頭的追捧已進入白熱化,但真相往往隱藏在煙霧彈之後。當投資者瘋狂湧入已經處於「第三階段」的高估值公司時,真正的機會或許正潛伏在那些被市場誤解、甚至是被「錯殺」的轉型先鋒中。 投資者該如何應對?有什麼相關投資機會和風險? 這條影片都會與你探討! ■-------------------------------------------------- 影片目錄: 00:00 一個在紐約宣布的技術合作,為什麼可能宣告「過去30年的網購模式」正式走向終結?整個電商產業,可能都要被洗牌了? 01:33 電商平台真的是靠「賣商品」賺錢的嗎?還是你一直誤會了它們的核心生意?為什麼我說今天的電商,本質是一台「注意力收割機」? 03:42 如果一個「完全理性的 AI 管家」來幫你買東西,電商平台會發生什麼事?當電商從「心理戰」回到「供需本質」,誰會被淘汰?誰反而會變強? 07:14 在這場 AI 顛覆電商的浪潮中,真正的投資機會到底在哪一個階段?現在市場最熱捧的 AI 巨頭,反而已經進入危險區? 12:28 如何抓住下一個十倍股?如果中國巨頭被迫開放數據入口,這會是新的爆發點嗎?誰會是最後的贏家? ---------------------------------------------------- 精彩播放列表👇 美股好公司|股票行業板塊分析 https://www.youtube.com/playlist?list=PLKuSbiXBn85V9DbOg4C3hg1OqcJ9Kez-p 股市分析-美國股市-香港股市 https://www.youtube.com/playlist?list=PLKuSbiXBn85WQeqSGPspDyjK5u3SB_ZVd 股票投資入門 | Chief PaPa 投資哲學 https://www.youtube.com/playlist?list=PLKuSbiXBn85WPMc1khqylkQ0R_0XMDD4G 股票教學 https://www.youtube.com/playlist?list=PLKuSbiXBn85VwDA56WyNJdYal5dIkW3Ub 股票直播 https://www.youtube.com/playlist?list=PLKuSbiXBn85U4J-vvIBZ8DP9zq_S0Ss7R ---------------------------------------------------- 往期精彩視頻分享: ◎【警告】美元霸權的終結?特朗普動搖美聯儲根基,70年代的災難正悄然重演!手上的錢怎麼辦? https://youtu.be/RoPLISsEYbU ◎【必看】實物AI時代來臨!黃仁勳的下一步棋是什麼?腦機接口將顛覆世界!你看見下一個十倍股了嗎? https://youtu.be/uDGCMIM03fw ◎【突發】美國突襲委內瑞拉,下一個目標是誰?歷史重演,聰明錢已經在行動? https://youtu.be/YxhgY6tMoVc ◎【警告】美股估值已超1929年大蕭條前夕!巴菲特指標亮起紅燈,2026年我們離懸崖還有多遠?手上的錢怎麼辦? https://youtu.be/rjiydtK3Bng ◎【突發】白銀黃金暴跌真相在這裡!比石油還貴的白銀正引爆一場完美風暴!這次崩盤只是前菜,真正的主菜還沒上! https://youtu.be/_k1jsuxTEd8 ---------------------------------------------------- ► 訂閱Youtube: https://utm.io/uerYl ► 我們的官方網站: https://chiefpapalearning.com/ Instagram ► https://www.instagram.com/chiefpapa.allan/ 📌富途開戶專屬優惠連結: https://linktr.ee/chiefpapa ■------------------------------------------------- 【必看】AI改變電商結構!Google x 沃爾瑪只是開始?電商巨頭的末日,卻是散戶的財富新大陸? #阿里巴巴 #OpenAI #淘寶 #谷歌 #GOOG #UCP #retailai #Gemini #googledeepmind #GoogleAI #Google #沃爾瑪 #Walmart #電商革命 #AI代理 #AIAgent #亞馬遜 #Amazon #阿里巴巴 #Alibaba #字節跳動 #豆包 #淘寶 #京東 #機械人 #美股投資 #港股分析 #投資框架 #AI購物 #金融教育 #資產配置 #市場趨勢 #2026經濟 #科技巨頭 #供應鏈價值 #黃金 #避險資產 #投資策略 #市場不確定性 #宏觀經濟 #經濟趨勢 #股市分析 #美股 #港股 #日股 #十倍股 #結構性變革 #財經資訊 #市場洞察 #2026財經預測 #投資入門 #資產管理 #風險管理 #NVDA #輝達 #英偉達 #NVIDIA #黃仁勳 #jensenhuang #ElonMusk #馬斯克 #Gold #白銀 #Silver #whitegold #CES #成長股 #科技股 #M7 #七巨頭 #Tesla #TSLA #特斯拉 #Alphabet #Apple #Meta #Microsoft #AI生產力 #AI投資分析 #AI股票 #AI行業 #bitcoin #比特幣 #以太幣 #ETH #SP500 #SPY #QQQ #道瓊斯 #金融危機 #經濟衰退 #私人信貸 #AI電力 #數據中心 #降息 #通脹 #市場波動 #股市投資 #市場結構 #全球經濟 #經濟形勢 #經濟數據 #市場警示 #金融市場 #金融分析 #財經分析 #資金流向 #投資決策 #抄底技巧 #股市行情 #投資技巧 #股票分析 #投資分析 #投資規劃 #市場預測 #市場警示信號 #資產配置策略 #資金管理 #投資思維 #投資行為 #股市洞察 #股市防守 #股市風險 #股市學習 #選股秘訣 #金融波動 #金融市場觀察 #投資策略分享 #股市安全 #資本市場 #資本運作 #股票建議 #價值投資 #避險 #現金流 #財商教育 #股票教學 #市場分析 #ChiefPapa #張志雲 ■-------------------------------------------------- 免責聲明: 本人非證監會持牌人士,本頻道所有內容僅供學習和參考,所提及股票純是案例,不構成投資建議,先求知再投資,閣下買賣盈虧自負,過往成績不代表未來回報,股市有風險,未來充滿未知,投資需謹慎以及做好風險管理!

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