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 | 826 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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Latest Episodes
2026世界人工智能大会刚刚结束，第一财经推出「 WAIC 2026 特辑」，对话AI行业先行者。视频播客指路👉《未知之境》第二期
2026 WAIC（世界人工智能大会），上海热，展馆更热。空调开到最大挡，但人潮涌过的地方，空气还是闷热的。每个展台前都有人在排队，有的看机器人走路，有的看机械臂抓东西，有的看屏幕上的大模型演示。但整个展会最拥挤的角落，围着一群人。他们不是在拍PPT，不是在领礼品，而是在盯着一张脸。
一张仿生人脸。
它是AheadForm仿生机器人OriginF1，来自首形... more
最近，韩日美三国股市剧烈震荡，连带中国股市也摇摇晃晃。大家心头共同的疑问是：“AI泡沫要破了吗？”要回答这个问题，首先要问另外一个问题：“目前涨得最猛的存储股到底是周期股还是成长股？”本期，我们将跟随第一财经一财号专家，悟00000空（秦朔朋友圈撰稿人），看看“海力士们”，到底是周期股还是成长股？存储产品到底是不是大宗商品？具备长期投资价值吗？
你将听到以下内容：
00:43何为周期股？
04:13存储股是周期股吗？
06:33DRAM内存的九大周期
11:02对存储芯片的估值逻辑变了... more
中文视频指路→债市与股市：谁讲的才是真的？丨两说
股市屡创新高，债市却在遭到抛售。两个信号方向相反，全球投资者看懵了——到底谁在说谎？2026年，陆家嘴金融论坛。全球最大主动固定收益管理机构之一PIMCO（品浩）的总裁施礼诚飞来上海，带来了一个出乎意料的判断：“这两个市场，其实在讲同一个故事。”本期《两说》，第一财经主持人尹凡对话施礼诚，直击当前全球资本市场最核心的一组矛盾，以及藏在其中的机会与风险。
本期嘉宾：
施礼诚 | PIMCO（品浩）董事总经理兼总裁
本期主持人：
尹凡 | ... more
🎤我们想对你说
本周 A 股市场可以说上演极致割裂行情，市场轮动速度显著加快，多空分歧持续放大。而且眼下正好是中报预告收官的关键窗口，多重因素交织，不少投资者明显感觉到当下的操作难度陡增，7 月下旬大盘会怎么走、赛道取舍、仓位风控应该怎么做？今天我们请到了安银资本合伙人、AI List Capital基金创始人周大勇来和我们分享他的专业判断。
🎉对话的人
嘉宾 | 安银资本合伙人、AI List Capital基金创始人 周大勇
主播 | 第一财经广播 严丹
👂你可能会听到
0... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #14 | China/News |
Apple Podcasts | #65 |  Hong Kong/News |
Apple Podcasts | #72 |  Indonesia/News |
Apple Podcasts | #184 |  Japan/News |
Apple Podcasts | #229 |  South Korea/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 a year ago and published 826 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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