EP17 月之暗面 Kimi K3再創中國AI模型高峰！《2026年聯合國全球投資報告》卻顯示中國AI投資不足、資料中心數量也落後！怎麼回事？ #烏凌翔 ft.徐遵慈

💰This episode of "Understanding ETFs Through the Technology Industry" features Ms. Hsu Tsun-Tzu, Director of the Chung-Hua Institution for Economic Research and the Taiwan ASEAN Research Center, who shares her research on the "2026 UN Global Investment Report" and other important data to analyze global AI industry trends. 💡We particularly focus on analyzing what seems to contradict the facts in the data regarding China's AI industry: China invests less in AI than the US and other so-called "Western world" countries! Yet, in the past three years, it has cultivated a number of noteworthy (notable) AI models that are close to the US, such as Kimi K3 recently released by Dark Side of the Moon. Is there a hidden bias in the data? Or is there data hidden in the Chinese model that outsiders generally cannot understand? 🎁This episode contains hardcore information and detailed data, worth saving! All the beautiful charts are available for free through our Line group! Please scan the QR code at the end of the video or click the link https://reurl.cc/AXRXMe to join! 👇 Key Highlights, click to see whichever you want 👇 00:00 Opening 00:50 Kimi K3 Launched! Is China's AI Ushering in Another "Sputnik Moment"? 03:10 Global Funds Flowing into AI! Semiconductors Overtaken? 09:45 ASEAN Becomes a New Battleground for AI? Global Funds Frenziedly Flood In? 14:20 Asia-Pacific AI Market Explodes! The Next AI Powerhouse? 17:10 AI Taking Over from Semiconductors? Which Industries Will Benefit Next? 26:20 AI Models Flourish! China's Comeback Through Open Source? 30:35 AI Data Centers Explode! Who Will Be the Biggest Winner? 39:50 How to Invest in ETFs for the Next Wave of AI? 🔔 Do you like our content? 👉 Remember to subscribe and turn on notifications so you don't miss any of the latest tech and ETF investment analysis! Subscribe to the channel: https://reurl.cc/2aje06 👍 If you found the video helpful, please give it a like and share it with your friends! 💬 Join our LINE group to get the charts from the program! 📧 For sponsorship collaborations/product placements/speaker invitations, please contact [email protected] 🔍 Follow more tech industry trends: #WuLingXiang #XuZunCi #InsightsFromTechIndustryETFs #TheDarkSideOfTheMoon #Moonshot #Kimi #K3 #2026UNGlobalInvestmentReport #StanfordUniversityAIReport #DataCenter #AILargeModel #LargeLanguageModel #StateOwnedEnterprise #PrivateEnterprise #AISixTigers #ASEANCountries #SoutheastAsiaCountries #FDI #ForeignDirectInvestment #Electricity #ChongqingPower #TaiwanStocks #ETF #TaiwanStockETF