大方谈钱
章衡HX大家好，欢迎来到【大方谈钱】，这是一档由华夏基金出品的播客栏目。钱是桥梁，生活才是目的。我们关注每个人生活中和钱相关的大事小事，解答关于家庭资产配置、求职、买房、风险管理、个人成长等方面的焦虑。 华夏基金希望通过这档节目邀请更多的理财专家和有实操经验的达人，跟我们一起分享和钱有关的故事、洞察和经验，希望对你有一点点启发。欢迎订阅关注！
| Publishes | Weekly | Episodes | 83 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Kids & FamilyNews |
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Latest Episodes
本期嘉宾
刘平：华夏基金投资研究部总监。任华夏移动互联、华夏核心科技、华夏港股前沿基金经理。
老钱：《面基》主播
大家好，欢迎来到大方谈钱，这是一档由华夏基金出品的播客栏目，钱是桥梁，生活才是目的。AI的进化速度已经超过很多人的适应速度，软件被重塑，估值被重估，投资被重新定义。本期我们邀请到了我们的好朋友，《面基》的主播老钱与华夏基金投资研究部总监刘平，一起用最硬核的视角拆解 AI 新格局。
Timeline:
00:40 从 DAU 视角来感受这轮有多快
04:27 token 消... more
本期嘉宾
李鲁靖：方正证券军工和机械首席分析师
大家好，欢迎来到大方谈钱，这是一档由华夏基金出品的播客栏目，钱是桥梁，生活才是目的。从 SpaceX 引爆全球热潮，到我国加速推进航天强国建设，商业航天正成为下一个科技革命与产业浪潮的核心赛道。火箭回收、低轨卫星、太空算力、低空经济…… 这一被视为 “第四次工业革命” 级别的产业，到底有怎样的投资逻辑与未来图景？今天我们邀请到方正证券军工和机械首席李鲁静老师，深度拆解商业航天的产业现状、商业模式与投资机会，也欢迎大家在评论区留言，分享你对商业航... more
本期嘉宾
邵晋伟：华夏基金投资研究部电新公用研究员
大家好，欢迎来到大方谈钱，这是一档由华夏基金出品的播客栏目，钱是桥梁，生活才是目的。AI 算力爆发、电力市场化改革加速，储能正从新能源 “配套项” 变成电力系统 “刚需品”。从产能过剩到再度火热，从强制配储到峰谷套利，储能板块的投资逻辑已彻底重构。今天我们邀请到华夏基金电新公用研究员邵晋伟，深度拆解储能产业链、盈利模式与投资机会，也欢迎大家在评论区留言，分享你对储能板块的看法～
Timeline:
01:35 2022-2026 储能板... more
本期嘉宾
余文心：国泰海通证券研究所副所长、医药首席分析师
欢迎来到《大方谈钱》，这是一档由华夏基金出品的播客栏目，钱是桥梁，生活才是目的。创新药板块过去几年跌入谷底，今年却又强势反弹，成为市场焦点。这背后是短期炒作，还是产业逻辑发生了根本变化？作为一个研发周期长、专业壁垒极高的行业，普通投资者究竟该如何看待和参与？本期播客，我们邀请到国泰海通证券研究所副所长、医药首席分析师余文心跟我们聊聊什么是创新药以及相关的投资逻辑。
Timeline：
01:03 基础科普：创新药 vs. 仿制药... more
Key Facts
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Reviews
- 有人记得又有什么意义呢？
还不是跨期价值交换
Apple Podcasts4MIMIyizhiChina10 months ago - 内容真不错！
学到很多生活中很需要的财经知识～
Apple Podcasts5姐姐哈哈哈哈尽快解决哈哈哈哈China2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #151 |  Canada/Kids & Family |
Apple Podcasts | #48 |  Italy/Kids & Family |
Apple Podcasts | #193 |  Australia/Kids & Family |
Apple Podcasts | #129 |  Hong Kong/Top Podcasts |
Apple Podcasts | #156 | China/Top Podcasts |
Apple Podcasts | #5 | Hong Kong/Kids & Family |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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How many episodes of 大方谈钱 are there?
大方谈钱 launched 2 years ago and published 83 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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