2026 全球經濟放緩！孫明德：AI 榮景蛇吞尾巴，泡沫海嘯第一排在哪？ | 全新一週 EP193
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December 22, 2025
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🔥🔥🔥【2026 AI 人才年會暨 AI 職涯博覽會】立即報名：https://e.techorange.com/mKwq2 🔥🔥🔥【2026 趨勢報告】立即下載：https://e.techorange.com/zunNj 📢本集來賓： ✨孫明德／台灣經濟研究院景氣預測中心主任 📢收聽這集，你可以得知： 一、2026 全球經濟走勢？ ✨國際機構普遍預期 2026 年全球成長將較 2025 年放緩，主因是什麼？美國、歐盟、日本、中國、東南亞，大概會怎麼發展？ ✨面對聯準會降息寬鬆政策的利多，以及關稅、物價等不利因素，2026 年美國經濟走向究竟是持平、上修還是趨緩？ 二、AI 榮景是否持續？ ✨AI 相關的外銷與投資在 2025 年佔據台灣和美國主要的經濟成長，甚至超越民間消費，2026 年是否持續？ ✨針對「AI 泡沫」爭議，如何區分技術應用與實體投資的持續性，以及金融股票市場可能存在的泡沫化風險？ ✨除了激烈的技術競爭（GPU 與 TPU 之爭、邊緣計算、量子計算）、資源的限制（水、電、人才）和數據的挑戰，為什麼 AI 公司在市場上也越來越難取得資金？財報甚至出現問題？ ✨AI 科技大廠的投資結構正發生何種轉變？「發債」規模暴增，又對財務造成什麼潛在問題？ 三、AI 泡沫「蛇吞尾巴」的警示 ✨AI 融資像是「蛇吞尾巴」（供應商與投資人之間互相交易貢獻營收），揭示了未來金融市場的哪些風險？ ✨隨著 AI 被導入公司內部系統（如薪資、採購、應收帳款），將如何影響傳統職位、改變企業的人力需求，並導致「遇缺不補」的趨勢？ ✨如果 AI 金融泡沫不幸爆發，參考過去 20 年的經驗（2001 網路泡沫、2008 金融海嘯、2020 新冠疫情），股市修正的幅度底線大概是多少？痛苦期會持續多久？最痛會是什麼時候？ ✨面對可能的 AI 泡沫金融海嘯，大家要如何判斷自身資產配置或公司業務是否位於「海嘯第一排」，儘早趨吉避凶？ 📢立即下載 TechOrange 科技報橘《2026 AI Impacts 趨勢觀察報告》 ➡️https://e.techorange.com/LXRN7 ------------------- 🔆科技報橘｜https://techorange.com/ 🟠Facebook｜https://www.facebook.com/TechOrange 🔆YouTube｜https://www.youtube.com/@tech.orange 🟠Line｜https://lin.ee/O3HSOto 🔆IG｜https://www.instagram.com/techorange_tw/
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