《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
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #178 |
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
Rephonic provides a wide range of podcast stats for 财经早咖啡. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 财经早咖啡 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 财经早咖啡, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
Rephonic provides comprehensive predictive audience data for 财经早咖啡, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
To see how many followers or subscribers 财经早咖啡 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
These podcasts share a similar audience with 财经早咖啡:
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.
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Rephonic pulls ratings and reviews for 财经早咖啡 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
Rephonic provides full transcripts for episodes of 财经早咖啡. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.