中方取消峰會值得讚｜為什麼石油斷供20%油價未衝破歷史高位？直擊德州All-In Podcast：AI實體化瓶頸、能源韌性與美中角力新局｜譚新強世界ZOOM︱Sun Channel︱20260321
Sun Channel
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March 21, 2026
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本集節目中，Eddie 分享了他剛從美國德州奧斯汀（Austin）回港的第一手觀察。他特別參與了科技界深具影響力的 All-In Podcast 現場活動，帶回了關於矽谷精英南遷、AI 實體化瓶頸以及美中角力現狀的思考。 本集重點摘要： 📌 中美峰會取消真相： 特朗普聲稱因戰事延遲訪華，但跡象顯示這更像是中方主動取消。在美國強搶 TikTok、無償奪取港口，中方似乎已不願配合對方的「面子工程」。 📌 AI 機器人的現實骨感： 為什麼摺衣服比打功夫難？解析物理 AI 模型（VLA）在運算與數據上的瓶頸，以及自動駕駛發展為何比預期慢了整整十年。 📌 能源強度的冷數據： 面對全球 20% 石油供應中斷，油價為何仍未衝破歷史新高？探討現代知識型經濟對能源依賴度下降的底層邏輯。 📌 戰爭的殘酷邏輯： 特朗普的 MAGA 支持者真的反對戰爭嗎？看清美國如何利用非對稱戰爭手段，不惜打破國際法框架來遏制競爭對手的和平發展紅利。 #特朗普 #DonaldTrump #中美關係 #USChinaRelations #AllInPodcast #奧斯汀 #AustinTexas #TechBros #ElonMusk #DavidSacks #JasonCalacanis #DavidFriedberg #BradGerstner #TravisKalanick #Atoms #工業機器人 #IndustrialRobotics #物理AI #VLA #VisualLanguageAction #自動駕駛 #AutonomousDriving #Waymo #FSD #Robotaxi #人形機器人 #HumanoidRobots #中期選舉 #MidtermElection #政治遺產 #PoliticalLegacy #國際法 #InternationalLaw #TikTok #比特幣 #Bitcoin #MicroStrategy #MichaelSaylor #伊朗局勢 #IranWar #霍爾木茲海峽 #StraitofHormuz #石油供應 #OilSupply #能源強度 #EnergyIntensity #JevonsEffect #傑文斯悖論 #Supermicro #NVIDIA #黃仁勳 #JensenHuang --------------------------------------------------------------------------------------------------------------------------------------------- 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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