这期节目播出时,离马年春节已经不远啦!正是走亲访友、吃吃喝喝、彻底放松的好时候。长假漫漫,你与亲戚尬聊之间,或许只差一部七季美剧的距离。
很久没和大家一起追剧啦~今天要聊的这部,是之前我们在讲金融题材电影时,后台呼声特别高的一部神剧:《亿万》(Billions)。有人叫它「金融剧的天花板」,也有人说它是「华尔街版《纸牌屋》」。
今年正好是《亿万》开播十周年。从2016年启航,七季豆瓣评分稳居9分上下,用一场横跨法律、资本与人性深渊的猫鼠游戏,刻画了后金融危机时代美国权力结构的真实剖面。本期节... more
刚刚过去的2026年1月,世界以一种近乎「失序」的方式开场。
贵金属市场上演史诗级「过山车」:白银在经历一轮暴力上涨后,又迎来单日暴跌超26%。我们将来拆解白银暴涨暴跌背后,光伏、AI与资金博弈的复杂逻辑,复盘那只让无数散户踩坑的「现象级」白银LOF基金;
国内一家民营太空旅行公司向普通人预售2028年太空船票,瞬间点燃了公众热情与巨大争议。我们一起来聊聊,太空旅游究竟是怎样一种体验?扒一扒国内外在做这门生意的公司都有哪些?太空旅游这门生意究竟赚钱吗?
而在冰雪皑皑的瑞士达沃斯,全球领袖和... more
2026开年,A股市场一路开挂。
上证指数冲破十年高点,万亿资金狂热追逐的商业航天、脑机接口、人形机器人……这些看似独立的璀璨烟花,其引信竟都隐隐指向同一个人——埃隆·马斯克。
恰逢农历马年,有人戏称:这或许是真正的「马斯克元年」。
本期播客,我们将深入解码「马斯克元年」的引爆逻辑,聚焦他商业帝国的四大核心战场:
• 脑机接口 :从医疗康复到人类增强,Neuralink如何将「意念控制」推向量产,并成为人类抵御超级AI的「神经护盾」?
• 太空基建 :SpaceX为何突然按下所有... more
这里是《保持恒温》2026年的第一期节目。
先向所有听友道一声新年好!愿新的一年,有趣有盼,我们继续以声音相伴。
回望刚刚过去的12月,不禁感慨:人间一年,AI一天。
大洋彼岸,英伟达与Meta以天价并购为AI之年再添猛火,而战火已迅疾烧回本土,国内资本市场迎来了史无前例的「AI上市狂飙」。
国产GPU「双雄」摩尔线程、沐曦股份先后登陆科创板,股价一飞冲天,掀起数千亿市值沸腾浪潮。智谱AI与MiniMax则火速叩响港交所大门,竞逐「大模型第一股」。
当我们还在热议这些「年亏十亿」的公司... more
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保持恒温 launched 3 months ago and published 37 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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