刺猬咖啡 | 5分钟财经拆解与硬科普
土刺猬聚焦每周财经热点，用 5 分钟拆解宏观脉搏。这里没有晦涩的术语，只有刺猬般敏锐的真相。
每期节目，我们从最新的政策与数据出发，拉出一个经济学硬定义，陪你像 CEO 一样思考：在波动的周期里，如何保护你的资产，赎回你的自由？
每一杯咖啡的时间，都是一次认知的升级。让复杂的财经逻辑，成为你 2026 个人主权的指南针。
| Publishes | Daily | Episodes | 112 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Business NewsNewsSociety & CultureDocumentary |
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Latest Episodes
今天是2026年4月14日 。全球资本市场迎来罕见联动：沪指稳稳站上 4000点 大关，美股纳斯达克走出强势 “九连涨” 。这背后到底是AI算力需求的实打实落地，还是全球流动性充裕带来的溢价？本期节目，我们将拆解3月M2数据背后的秘密，分析美股AI科技股的狂飙逻辑，并为普通投资者提供最实在的操作建议。不求一夜暴富，稳稳赚钱才是王道！⏳ 节目时间轴 (Timeline)00:00 - 00:24 开场：欢迎来到刺猬咖啡，直击A股4000点与纳指九连涨 。00:24 - 01:17 美股深度解析：甲... more
本周最硬核的财经黑话：TACO（Trump Always Chickens Out）。复工第一周，咱们过得比放假还累。周一还在担心霍尔木兹海峡火光冲天，周三就忙着给创业板 6% 的反弹点赞，今天周五，市场又陷入了狂欢后的宿醉。这种“一天地狱、一天天堂”的节奏背后，其实是一场关于“恐惧”的精密博弈。当特朗普的最后通牒变成了请吃“TACO”，当油价暴跌驱散了 A 股头顶的滞胀幽灵，咱们手里的资产逻辑也跟着悄悄变了。本期你会听到：
TACO 经济学： 为什么特朗普的红线总是“最后关头就消失”？停火两周... more
2026 年 4 月 7 日，清明后复工第一天。虽然北京的杨柳絮还没大面积闹腾，但财经圈这几天的火药味儿已经快溢出屏幕了。特朗普昨晚在白宫放话：如果伊朗不接受协议，4 小时就能将其“炸回石器时代”，甚至还盯上了霍尔木兹海峡的过路费……本期你会听到：海峡危机： 特朗普的 24 小时通牒与“南北双通道”现状。当海峡变成收费站，咱们的油箱还要承受多少地缘溢价？流动性压舱石： 央行 8000 亿买断式逆回购正式落地。复工第一天的这笔巨款，到底是在给谁“通血管”？光伏洗牌： 取消 9% 出口退税后的第一个... more
明假期，北京的气候挺舒服，但在刷完这几天的财经消息后，我发现这世界的“成本”又变了。今天是 2026 年 4 月 5 日。我发现了几件跟咱们每个人都相关的实事：油价真的破百了，AI 算力集体涨价了，甚至连小米手机都要提价了。与此同时，央行预告了 8000 亿的“买断式逆回购”，SpaceX 也传出了秘密递交 IPO 申请的消息。在这个真假难辨的阶段，咱们不聊虚的，就从这些看似零散的新闻里，拼凑出一点真实的资产逻辑。本期你会听到：算力涨价： 阿里云、百度云为什么要打破“规模效应”集体涨价？这笔“技... more
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Apple Podcasts | #34 | China/News/Business News |
Apple Podcasts | #210 | China/News |
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刺猬咖啡 | 5分钟财经拆解与硬科普 launched 9 months ago and published 112 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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