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财经早咖啡

东方财富

一杯咖啡的时间,唤醒财思敏捷的一天

PublishesDailyEpisodes21Foundeda month ago
Language
ZH-CN
Category
Business

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Latest Episodes

《大空头》原型迈克尔・伯里再挥 “做空手术刀”—— 继 2008 年靠 CDS 做空房地产后,此次斥巨资通过看跌期权瞄准 AI 龙头英伟达,直言本轮 AI 热潮回报率远逊过往,暗指泡沫将破。

伯里能复刻次贷做空奇迹吗?英伟达会成 AI 泡沫的 “第一块多米诺骨牌”?

欢迎你留言、评论,与我们交流。

更多全球财经动态、股市核心事件、行业趋势资讯,尽在财经早咖啡。

微软 CEO 纳德拉一句话戳破 AI 算力热 —— 直言行业瓶颈不是芯片而是电力与数据中心空间,透露大量英伟达 AI 芯片积压在仓库无法使用,短期或减少 GPU 采购。更有数据显示今年 AI 相关债券发行超 2000 亿美元,分析师警告集中度与资本可持续性存风险。

另一边黄金市场再生变数:工行自 11 月 3 日起暂停如意金积存开户、主动积存等业务,业内解读为实物金自营业务受税收政策影响,其他银行暂未跟进。

英伟达芯片积压会冷却 AI 算力投资潮吗?工行停黄金积存是金价见顶的信号吗?

欢迎... more

股神巴菲特卸任前最后一份财报来袭!3816亿现金储备创纪录,净卖股票不回购,“巴菲特溢价”消退,伯克希尔交接期藏何玄机?

“中国巴菲特”段永平慷慨捐赠!1万股茅台股票(市值1500万)设教育基金,一句“花分红就好”尽显价值投资底色!

马斯克再抛重磅预判:未来5-6年,人类数字内容全由AI生成,手机将淘汰操作系统?OpenAI、阿里已抢先布局!

你觉得巴菲特现金“躺平”是谨慎还是机会?AI是否真能颠覆内容消费?

欢迎留言、评论,与我们交流。

更多全球财经动态、股市核心事件、行业趋势资讯,... more

英伟达市值突破5万亿美元,成为全球首家达成该里程碑的上市公司。自ChatGPT发布以来,其股价累计涨幅约11倍,大幅跑赢大盘,分析师普遍看好其后续走势。

A股光通信板块昨日集体回调,天孚通信、新易盛等代表股走低,两者营收连续环比增长的纪录也被打破。尽管短期承压,但在全球AI算力投入加大及下一代产品布局推进下,行业长期逻辑或并未逆转。

与此同时,DRAM价格再度成为焦点,近一月内急速拉涨,第三季度同比涨幅超170%,表现远超黄金。此轮由AI驱动产能转移、渠道囤货引发的全面缺货,为三十年来罕见。... more

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Apple Podcasts
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China/Business

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Which podcasts are similar to 财经早咖啡?

These podcasts share a similar audience with 财经早咖啡:

1. 声动早咖啡
2. 商业就是这样
3. 知行小酒馆
4. FUND财经早班车
5. 搞钱女孩

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财经早咖啡 launched a month ago and published 21 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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