March 3, 202600:20:48

《不具名消息》EP57:黑天鵝或灰犀牛?經濟學家滿地找眼鏡的2025年怎麼解釋 ft. 中華經濟研究院院長 連賢明

科技類叢書近期有本強棒出版《蘋果在中國》,不只內容有分量,銷量也振奮出版社。作者Patrick McGee為前金融時報記者,專責跑蘋果5年,深度採訪200餘人,完成這部深入淺出、老嫗能解的著作。

蘋果能在科技業成為一方霸主,少不了中國這個自帶生產力的巨大市場。然而到了地緣政治衝突升溫的如今,也面臨種種矛盾。繼續走下去是飲鴆止渴或業力引爆?本書帶你重回霸權崛起的脈絡。


????年初預測一季比一季差,年底超乎預期的好
????台灣經濟成長甩開南韓的決勝關鍵
????那些年,台灣錯過的經濟成長列車
????AI是短期投資動能還是從根改變經濟結構?
????魏哲家比你更擔心AI泡沫化
????軟體廠衰退X設備廠投資代表的訊號
????集中發展背後的風險
????沒有軟體沒有傷害以及迪士尼的啟示
????趁著經濟成長拚多角化,備妥AI泡沫時的緩衝
????巴菲特的過熱指標⋯⋯僅供參考?
????第一個死的是掏金的,第二個是賣工具的
????有錢沒錢最直觀,關注消費類股波動


???????? 主持人:凱西
???????? 受訪來賓:中華經濟研究院院長 連賢明
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