美股AI概念股面臨獲利與融資雙重考驗！Character.AI傳出破產、CoreWeave違約風險升高，OpenAI預估虧損擴大，Anthropic估值也遭下修。科技巨頭持續投入鉅額資金建設AI晶片與資料中心，但若企業營收無法支撐算力成本，恐引發資金鏈連鎖風險。市場更警告，未來AI基礎設施可能面臨巨額資產減損，一旦泡沫修正，衝擊恐從科技股擴散至全球經濟。
主持人 葉思敏
台大哲學系教授 苑舉正
資深媒體人 彭華幹
陸軍退役少將 栗正傑
#美股 #美股AI泡沫 #OpenAI #Anthropic #CharacterAI #CoreWeave #AI投資風險 #全球金融危機 #AI市場 #AI算力成本
#葉思敏 #苑舉正 #彭華幹 #栗正傑
美股AI泡沫引爆倒數!獨角獸破產危機全面擴大
AI神話崩了?CoreWeave違約風險飆升至64%!
OpenAI年虧140億美元 AI獲利神話恐破滅!
3.5兆美元減損黑洞 AI投資恐引爆金融危機!
Character.AI聲請破產 AI泡沫第一張骨牌倒下
AI豪砸7500億美元 融資鏈斷裂恐全面崩盤!
CoreWeave殖利率逼近16%!AI信用危機引爆
達里歐示警AI典型泡沫 科技股恐迎來崩跌!
AI投資突破1兆美元!科技巨頭陷入進退兩難
IMF示警AI泡沫破裂 全球經濟恐遭重擊!
Anthropic估值下修至1.5兆美元 AI神話退燒
美股AI多頭危險了!晶片訂單恐遭骨牌式反殺
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