揭中國經濟實況！名店銷量腰斬！滴滴司機吐真言：現在是百業蕭條！10年前神準AI預測：硬件＞軟件｜TSMC、三星在巔峰，軟體公司卻集體跳水？｜譚新強世界ZOOM︱Sun Channel︱20260214
Sun Channel
•
February 14, 2026
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投資界近期風起雲湧，十年前我提出的**「硬件重要過軟件」**規律再次被驗證。當市場一湧而上喊著 All-in 硬件時，這是否意味著短期頂部已現？ Eddie 分享近期走訪杭州、上海的真實見聞。與當地大廚、滴滴司機及半導體專家的深度對話中，揭示了與表面繁華截然不同的經濟實況：消費降級、房價腰斬、社會怨氣。面對百業蕭條，政策調整與資本帳開放已刻不容緩。 本集重點摘要： 🔥硬件 vs 軟件： 為什麼 ASML 市值能超越 SAP？AI Agent 如何摧毀白領工作與 SaaS 商業模式？ 🔥內地經濟實錄： 上海名店銷量跌半、外環房價從 600 萬跌至 260 萬，真相有多嚴峻？ 🔥半導體殘酷現實： 中國國產 EUV 距離商業化還有多遠？專家說出了一個令人沈思的數字。 🔥地緣政治博弈： 日本高市早苗歷史性勝利、俄羅斯戰後重擁美金？中國面臨的「啞巴吃黃連」困局。 年近歲晚，在這裡先跟大家拜個早年！祝大家龍馬精神，萬事如意。在充滿變數的馬年，我們需要的是尊重事實，而非指鹿為馬。 00:00 本集節目精華 02:01 內地經濟實錄 08:00 日本經濟與政治 09:07 中國強大的機械人技術 10:45 中國芯片與光刻機發展 13:01 投資界近況分析 16:28 AI會摧毀所有的行業？ #投資展望 #AI硬件 #半導體 #TSMC #台積電 #NVIDIA #英偉達 #ASML #硬件大於軟件 #HardwareOverSoftware #中國經濟 #上海房價 #消費降級 #杭州實錄 #滴滴司機 #房產泡沫 #資本帳開放 #人民幣國際化 #港股分析 #美股走勢 #SaaS崩盤 #AI模型 #Claude #Gemini #HBM #記憶體 #DRAM #NAND #Kioxia #Samsung #三星 #高市早苗 #日本選舉 #修憲 #地緣政治 #俄烏局勢 #普京 #特朗普 #中俄關係 #國際局勢 #核武競賽 #加拿大 #南韓 #ROE提升 #企業效率 #投資策略 #市場趨勢 #宏觀經濟 #科技股 #AI時代 #人工智能 #GPU #TPU #光刻機 #國產芯片 #產業鏈 #百業蕭條 #資產配置 #財經分析 #拜年 #馬年投資 #FinancialOutlook #InvestmentStrategy #Semiconductor #MacroEconomy #Geopolitics #AIRevolution #MarketUpdate #TechTrends #ChinaEconomy #StockMarket --------------------------------------------------------------------------------------------------------------------------------------------- 支持Sun Channel製作，加入成為每月$10付費會員，請按此連結： https://www.youtube.com/channel/UCkx8tfePUl__VGvNDNOKqRw/join 購買Lorey 讀好書 VIP 會員專區，收睇更多會員專屬影片： https://scmediahk.com/channel/9 --------------------------------------------------------------------------------------------------------------------------------------------- 支持 Sun Channel 請即Follow 各社交平台，關注最全面資料： 🧡Instagram：https://www.instagram.com/sunchannelhk
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