第一财经
第一财经财经专业的那些事，说给你听。 这是一档由第一财经推出的播客节目，专注解读热点商业资讯、财经事件，分析背后逻辑，提供干货，在这里，你可以听点你想听的。
| Publishes | Daily | Episodes | 665 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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Latest Episodes
当全球市场在关税冲突、AI变革、地缘震荡与气候危机的叠加冲击中持续震荡，一个关键问题愈发清晰：我们是否真正识别了潜藏的风险？是金融体系已对新常态充分定价，还是在集体乐观中走向认知盲区？面对愈发频繁的“黑天鹅”与“灰犀牛”，普通人又该如何守护自己的财富与未来？
本期《两说》对话2003年诺贝尔经济学奖得主、ARCH模型创始人罗伯特•恩格尔，看看这位刻画波动率、洞察风险轨迹的学术巨擘，将如何拆解2026的风险图景，又为普通投资者指出怎样的应对之策？
中文指路→市场低估了风险？诺奖得主恩格尔发出2... more
🎉对话的人：
嘉宾 | 第一财经城市研究所主编 沈从乐
主播 | 第一财经 崔琦
🎤我们想对你说
一份全国各省消费情况的报告引发热议：北京和上海的居民，都被划成了“慎于消费型”；而湖南、贵州、四川等地，都被划入了“敢于消费型”。与此同时，进入2026年，“爱你老己”成为首个走红的网络热梗。“爱自己”的理念引发广泛共鸣的同时，悦己消费也顺势形成2026年初的第一股消费浪潮。那么，不同地域的人在悦己消费、情绪消费的方式上有何不同？
👂你可能会听到：
3:15 一线大城市的人为何不... more
近期，国际黄金价格接连突破历史关口，国内现货金价同步走高，现货黄金甚至突破5500美元/盎司，而资本市场上黄金股更是连续暴涨，这也引发了各方人士的高度关注。长期以来，黄金定价遵循着以“实际利率”为核心的经典范式。然而近年来，金价走势却与传统框架背道而驰：美联储开启激进加息周期，实际利率大幅转正，美元一度走强，按传统逻辑应严重压制金价；然而黄金仅在初期短暂承压后，便逆势上行且屡创新高。这种背离，标志着市场对黄金定价逻辑的深刻转变。那么，金价大涨映射了哪些不确定性？
本期，你将听到以下内容：
0... more
第一财经记者独家获悉，1月26日，腾讯董事会主席马化腾在一年一度的员工大会，为即将而来的春节大战定下了最直接的基调。会上，马化腾表示，AI是腾讯过去重点投入的一大业务，而云业务已实现盈利，腾讯游戏业务“强得可怕”。他还表示，友商投放在电视台的一些巨额的营销费用，腾讯直接转成红包，希望能够重现11年前微信红包春晚的时刻。本期，我们聊聊马化腾在员工大会上还聊了什么？
本期，你将听到以下内容：
01:16 “DeepSeek时刻”冲击腾讯AI玩家
02:34 腾讯重点布局AI
03:01 马化... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #9 | China/News |
Apple Podcasts | #111 |  Hong Kong/News |
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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第一财经 launched 9 months ago and published 665 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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