巴菲特AI實驗室
火星煉金術士以AI技術及巴菲特價值投資的觀點，帶大家一起看美股公司的財報及電話會議記錄資訊，讓各位更有信心做出投資決策判斷。 另外，不僅是價值型投資，也會從成長型投資的角度，剖析美股公司的財報及營運資訊。若國際上有發生會影響金融投資的事件，也會提供相關的討論及觀點。 網站>>> marschaung.github.io/ai-lab/
| Publishes | Daily | Episodes | 247 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  Korean | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
點擊>>> 分析報告
巴菲特AI價值投資>>> marschaung.github.io/ai-lab/
本集Podcast將解析代理型人工智慧（Agentic AI） 崛起後對全球商業架構的毀滅性衝擊與重組。報告以 Anthropic 發布法律自動化插件引發的市場動盪為開端，詳細分析了傳統軟體、專業服務及外包產業因 「工作流主控權」 轉移至 AI 平台，而面臨核心護城河乾涸與 「席位壓縮」 的系統性風險。雖然依賴知識不對稱與廉價人力的商業模式正走向終結，但具備 「制度性網絡效應... more
點擊>>> 分析報告
巴菲特AI價值投資>>> marschaung.github.io/ai-lab/
本集Podcast將解析2026 年 SpaceX 併購 xAI 的戰略藍圖，揭示馬斯克如何透過整合航太技術與人工智慧，打造出價值高達 1.25兆美元 的全球最強創新引擎。核心願景在於利用 Starlink 衛星群建立軌道數據中心，藉此突破地球表面的能源與冷卻限制，並為 Starship 與 Optimus 機器人 提供具備自主運算能力的「數位大腦」。雖然此舉讓特斯拉轉型為物... more
點擊>>> 分析報告
巴菲特AI價值投資>>> marschaung.github.io/ai-lab/
本集Podcast將解析儲存產業受惠於 AI 發展從算力競賽轉向數據密集型應用（如數據湖泊與推理），儲存產業進入「超級週期」，推升 Seagate 與 Western Digital 股價。雲端巨頭大幅增加資本支出，導致 2026 年高容量硬碟產能全數售罄。廠商透過嚴格的「訂單式生產」與供給紀律，配合長期協議（LTA），掌握了極強的議價權並實現利潤擴張。Seagate 依靠 ... more
點擊>>> 分析報告
巴菲特AI價值投資>>> marschaung.github.io/ai-lab/
本集Podcast將解析2026年1月底美股受AI變現效率、聯準會人事變更及地緣政治影響呈現劇震。微軟、Meta等財報顯示市場轉向重視AI實質獲利。川普提名鷹派主席引發估值重定價，格陵蘭爭議更觸發拋售。投資應聚焦代理型AI、物理機器人與電力冷卻基礎設施。
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Taiwan8 months ago
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Apple Podcasts | #124 | Taiwan/Business/Investing |
Apple Podcasts | #223 |  Hong Kong/Business/Investing |
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| Listeners per Episode | Gender Skew | Location | |||
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| Household Income | Social Media Reach | ||||
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巴菲特AI實驗室 launched 9 months ago and published 247 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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