
謝金河指出,美國期中選舉前夕,支持度下跌的川普高調支持AI,為AI產業添加柴火,美中AI角力升級。他比喻美中都是買鏟子的,台灣是賣鏟子的,在AI賽道上是大贏家,並分析川普將AI提升至國家戰略層級,中國則以低成本發展大型語言模型並武器化AI,美中競賽類似1960年代太空競賽。
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美國期中選舉前夕,川普支持度下跌,轉而高調支持AI,試圖透過AI政策提升政治影響力。美中在AI領域已有長期競爭,中國透過低成本發展大型語言模型來挑戰美國主導地位。
謝金河指出,美國期中選舉前夕,不同陣營對於支持AI與反AI壁壘分明,不過支持度下跌的美國總統川普則是跳出來高調支持AI,為近期多空拔河的AI產業添加柴火,美中在AI的角力也進一步升級。(路透資料照)
〔即時新聞/綜合報導〕財信傳媒集團董事長謝金河指出,美國期中選舉前夕,不同陣營對於支持AI與反AI壁壘分明,不過支持度下跌的美國總統川普則是跳出來高調支持AI,為近期多空拔河的AI產業添加柴火,美中在AI的角力也進一步升級。不過謝金河比喻,美中都是買鏟子的,台灣則是賣鏟子的,在AI賽道上,台灣是大贏家!
謝金河在臉書以「川普又在下大棋」為題發文指出,在期中選舉大選前夕,川普民調支持度下跌至32%的時候,川普再度祭出新招,就像是川普1.0時代的太空軍,這次他丟出一個AI Force,他認為成立這個AI軍,可能為美國GDP貢獻25%,他會全力支持AI產業的發展!川普也表示,近期有不少唱衰AI,從泡沫說,到AI失控,滅絕人類的說法,都是騙局。
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謝金河表示,川普高調支持AI,也為近期多空拔河的AI產業添加柴火,21日輝達、台積電adr都上漲逾2%,AMD大漲近10%,市值突破一兆美元,Intel也加入大漲行列。
謝金河提到,在美國期中選舉前夕,各州支持AI與反AI壁壘分明,有的州反對建立資料中心,有的州反對設立電廠,說AI泡沫化的人不少,甚至說AI失控,吞噬人類。川普則是重槌出擊,把AI拉回國家戰略層級,也爭取AI巨頭的支持。另一方面,美中在AI的角力也會進一步升級。
謝金河分析,川普把AI拉到國家層級,中國老早就將國家資源集中在AI,從去年的Deepseek到今年的Kimi,中國用蒸餾手法,用更低的成本發展大型語言模型,也是讓Open AI、Anthropic備感威脅。中國將AI武器化,不但限制人才外流,對戰略物資,技術控管更加嚴格,而美國也將上百家中國企業列入黑名單。
謝金河直言,這場AI的軍備競賽最後會很像1960年代的美蘇太空競賽,蘇聯率先將太空人送上太空,引起美國震驚,後來甘迺迪總統在萊斯大學演講,矢志在60年代結束前將太空人送上月球!1969年阿姆斯壯登陸月球,踏出人類的第一步,美國終於擺脫蘇聯威脅。
謝金河指出,這次AI的賽局從天文數字般的資本支出開始,美國四大CSP大廠今年資本支出高達7450億美元,今年大舉發債,推高債券殖利率,也造成這些大企業自由現金流變成負數。
謝金河在文末強調,美國在AI瘋狂投資,中國必須加碼跟進。他們都是買鏟子的,台灣是賣鏟子的國家!在AI賽道上,台灣是大贏家!
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AI outlook — possibilities, not facts
美中AI競爭將進一步升級,可能導致技術標準分裂和供應鏈重組
Likely · Within months
台灣將繼受益於AI產業成長,特別是在半導體和AI晶片製造方面
Very likely · Within months

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