常青藤投资
小东AI时代的慢牛人生指南 货币只是工具 慢牛的人生才是目标 订阅后将get： 1️⃣股债金等资产盘点【每周六，25%】 2️⃣投资热点如AI、地缘政治【工作日，60%】 3️⃣财经类串台【约两周一次，10%】 👥关于主播：小东&小腾 均97年INTJ，京沪金融/科技从业 硕士分别毕业于伦敦政经/北大 📍找到组织，可见shownotes群聊二维码
| Publishes | Daily | Episodes | 120 | Founded | 7 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Society & CultureBusiness |
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Latest Episodes
本周A股冰火两重天：科创创业新高VS超六成个股下跌，极致分化下如何应对？
我们独家调研145位听众，发现平均仓位仅47%，远未到狂热时刻。
美联储点阵图暗示年内加息，但趋势为王，为何说AI硬件仍是主战场？
完整复盘，点击收听。
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（本期节目AI干货浓缩图，将在知识星球提供）
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【本期主持人】
小东：97年intj，全网11w粉财经博主，985本科，伦敦政经硕士，科技从业者，现居上海浦东
小腾：98年intj ，985本科，北大硕士，金融/固收从业者，现居北京朝阳
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🌐播客大纲：
00:0... more
你以为买了港版纳斯达克，实则入手了"恒生消费指数"。
8%权重天花板锁死龙头涨幅，季度调整被迫追涨杀跌，20倍PE掩盖盈利分化。
本期揭秘恒科ETF四大编制缺陷，看清你跟跌不跟涨的真正内因。
听完再决定：继续持有，还是换仓？
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本期主持人：小东
财经&读书博主（全网11万关注），INTJ型理性拆解者。
本科985，硕士伦敦政经，主业在科技行业，坐标上海浦东。
擅长把复杂的财经知识，讲成普通人听得懂的故事。
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时间轴：
00:18 只讲数据、逻辑、模型，不构成建议
00:44 港版纳斯达克... more
一份来自140位投资者的真实仓位调查
揭开了“小登”与“老登”之间残酷的分化现实。
当64%的人宣称自己均衡配置时，为何只有5.7%的人重仓价值股？
是口是心非，还是市场教育了所有人？
本期硬核拆解调研数据，透视K型分化下的投资众生相。
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本期主持人：小东
财经&读书博主（全网10万+关注），INTJ型理性拆解者。
本科985，硕士伦敦政经，主业在科技行业，坐标上海浦东。
擅长把复杂的财经知识，讲成普通人听得懂的故事。
小腾：98年intj ，985本科，北大硕士，金融/固收从业者，现居北... more
黄仁勋五层蛋糕理论拆解AI产业链。
多数人盯着模型和应用，真正赚钱的是底层卖铲子的人——
能源、电力、液冷。华为“韬定律”更在颠覆芯片游戏规则。
本期从第一性原理出发，告诉你AI投资确定性最高的环节在哪里，以及几万亿投入背后被忽视的系统性风险。
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【本期主持人】
小东：97年INTJ，11w粉财经&读书博主，985本科，伦敦政经硕士，科技从业者，现居上海浦东
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时间轴：
01:15 黄仁勋五层蛋糕：能源到应用
02:10 能源是第一性：无电即无算力
07:49 华为“韬定律”：从制程竞赛... more
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Apple Podcasts | #92 | China/Business |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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