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 | 90 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | NewsKids & Family |
Listen to this Podcast
Latest Episodes
本期嘉宾：晏溶 华西证券有色新材料首席分析师
Timeline:
01:05-03:55 正宗算力金属第一梯队：铟（磷化铟衬底）
• 核心用途：光模块 EML 光源核心衬底，AI 算力刚需材料；全球原生铟年产仅千吨级，我国原生产量占 60%-70%。
• 政策壁垒：2025 年 2 月磷化铟、金属源纳入出口管制，海外原料供给受限。
• 供需缺口：全球衬底需求 200-300 万片，有效供给仅五六十万片，海外白板、外延工艺高度垄断，国内企业迎来国产替代窗口期。
• 行业逻辑：上游资源国... more
本期嘉宾：刘丽 招商证券轻工纺服行业首席分析师
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，最近大家有没有发现一个很有意思的现象？不管是刷社交平台，还是逛线下商圈，户外风早就不是小众爱好了。通勤穿冲锋衣，周末徒步露营，节假日进山滑雪，户外穿搭和户外生活方式已经彻底走进普通人的日常。今天我们邀请到了招商证券纺服轻工研究员刘丽老师，来与我们共同分享一下他对于户外消费的新洞察。
Timeline:
01:10-03:40 行业整体规模与品类增速
• 市场规模：国内户外服饰市场从... more
本期嘉宾
李锐：千亿航天创始人及CEO
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。我们总在新闻里看见火箭升空、卫星组网，却很少从一线造箭人的视角看懂商业航天的底层生意。火箭到底在赚什么钱？火箭背后藏着怎样的降本逻辑？可回收技术改写行业规则后，普通人离太空旅行还有多远呢？今天我们就和一线造火箭的行业从业者，千亿航天的创始人和CEO李锐一起聊聊国内民营火箭从图纸走向发射的全过程。
Timeline:
01:09 火箭燃料科普：固体、不同品类液体火箭燃料优劣区分
03:... more
本期嘉宾 华夏基金投资研究部 史琰鹏
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。芯片半导体作为数字科技的核心底座，是硬核科技竞争的核心赛道，也是国产替代的关键攻坚领域。一边是行业技术迭代快、周期波动剧烈的市场特征，一边是需求爆发、国产化提速的长期红利，作为普通投资者如何把握产业长期投资机会呢？本期节目，我们邀请华夏基金投资研究部史琰鹏为我们拆解芯片半导体全产业链脉络~
Timeline：
01:00–03:30 三个概念一次理清
• 半导体：材料... more
Reviews
- 有人记得又有什么意义呢？
还不是跨期价值交换
Apple Podcasts4MIMIyizhiChinaa year 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 | #185 | China/Top Podcasts |
Apple Podcasts | #16 | China/Kids & Family |
Apple Podcasts | #84 |  Hong Kong/Kids & Family |
Apple Podcasts | #149 |  South Korea/Kids & Family |
Apple Podcasts | #151 |  United Arab Emirates/Kids & Family |
Apple Podcasts | #162 |  Brazil/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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大方谈钱 launched 2 years ago and published 90 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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