晨星投资说
晨星中国在这里你将听到各行各业的一线从业者，为你解读理财、投资热点背后的新洞察。 这是一档由晨星中国打造的全新播客， 这档播客专为热爱投资、关注风口的你打造！ 期待用这种方式，在理财、投资的路上与你相伴！
| Publishes | Monthly | Episodes | 31 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Category | Society & Culture | ||
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📈在投资实践中，不少人都有过这样的经历：精挑细选了一只业绩亮眼的基金，满心期待能获得丰厚回报，可最后实际落袋的收益却与预期相去甚远。其实，这通常与投资者不当的择时买卖有关。为探究这一现象，晨星在近期发布了【中国公募基金投资者回报差研究-当幻想撞上现实】的研究报告。本期节目我们就和中欧基金的基金经理张学明老师一起来聊聊：
• 投资者为什么在强烈波动的市场中往往无法获得理想的收益呢？
• 基金波动又是怎么影响投资者的收益的？
• 怎样避免市场波动对收益的影响呢？
欢迎收听本期节目.... more
🌊2025 年的全球市场，仿佛像被按下了快进键的过山车—— 关税壁垒层层加码，金融市场震荡加剧，每天打开账户都像坐过山车一样心惊肉跳。
关税政策即将重构全球产业链，各国未来经济走势也在政策博弈下的影响下变得难以预测，走向复杂分化。这也让全球资产配置已从 “是否需要”的选择题，转变为 “如何做好”的必答题。通过分散布局不同国家和市场，利用其经济周期、政策环境与产业结构的差异形成天然对冲，既能避免“把所有鸡蛋放在同一个篮子”的风险，又能在市场轮动中捕捉多元机遇。
但面对复杂的海外市场，我们普通... more
📈今年春节过后，港股市场一路 “开挂”，强势出圈，直接成为国内外投资者目光的焦点。最近，不管是在投资圈，还是朋友聚会时的闲聊，港股都稳稳占据热门话题 C 位。但我们发现，其实很多人都有共同的疑问：这港股的行情怎么就跟坐了过山车似的，突然就起飞了？现在还能不能入场？入场的话，又有哪些 “坑” 得避开？
在这期节目中，我们邀请到了两位在港股投资方面颇有心得的朋友，来跟大家好好聊聊，港股投资的那些事。
一位是晨星中国的产品经理Neil Su，最近他和团队正在研发境外基金研究的工具，对包括港股在内... more
🏮随着春节假期结束，不少人带着家的味道和休假后满满活力开工了！这个假期，你是如何度过的？
春节不仅是我们中国人最重要的传统节日，也是很多人一年之中花钱最无所顾忌的时刻。无论是阖家团圆的年夜饭、走亲访友的礼品开销，还是旅游、娱乐、线上购物，春节消费早已成为全年消费的重要组成部分。不仅如此，消费不仅关乎我们每个人的生活，也是拉动经济增长的重要引擎。春节消费数据，往往也是我们观察中国经济活力的一扇窗口。
然而，一代人有一代人的过年方式，年味在变，消费习惯也在变。这几年，大家的春节消费发生了哪些有... more
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- 嗯嗯
感觉左怡的声音很紧张
Apple Podcasts3Durian 998China2 years ago
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