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隔夜市场

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这是一档聚焦全球科技、商业与地缘政治变局的播客。 我们以隔夜发生的最新事件为线索,深入剖析技术创新如何影响产业格局、政策博弈如何影响日常生活。 我们的目标是在信息的及时性、准确性与深度解读之间寻求最佳平衡,在信息爆炸的时代带来及时、可信的资讯与解读,在不确定的时代中寻找一些确定性。

PublishesDailyEpisodes236Foundeda year ago
Language
ZH-CN
Number of ListenersCategory
News

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Latest Episodes

🎙 《隔夜市场》 2026-04-25 | Episode 226

本期关键词:DeepSeek V4、Google、Anthropic、算力芯片、国产半导体、Apple接班人、三星罢工、Tesla Cybercab、Claude、Windows 11、国债期货、北京车展

本期你将听到:

• DeepSeek发布全新V4大模型,算力表现追平甚至超越国际顶尖闭源方案,国产半导体制造与算力供应链随之迎来资金重估。

• 深读一刻聚焦生成式AI竞争逻辑的变化:Google拟向Anthr... more

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🎙 《隔夜市场》 2026-04-21 | Episode 225

本期关键词:Apple高层交接、Tim Cook、John Ternus、硬件创新、东方证券收购、券商整合、香港财富管理、AI平台化、隐私与监管、商业航天

本期你将听到:

• Apple 宣布权力交接,Tim Cook 将在9月1日卸任 CEO,由硬件主管 John Ternus 接棒。节目重点拆解这次交接背后的信号:Apple 正从运营效率导向转向硬件与算力底座竞争,未来将更依赖物理终端、芯片架构和工程能力来承接 ... more

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🎙 《巨鲸说系列》 2026-04-19 | Episode 2

本期关键词:瑞·达利欧 / 巴菲特 / 比尔·阿克曼 / 德鲁肯米勒

本期你将听到:

• 巴菲特罕见发声预警防范人工智能理财算法陷阱;

• 比尔·阿克曼拟向散户开放百亿基金以精准抄底顶级蓝筹;

• 德鲁肯米勒呼吁借鉴大萧条经验以防范银行极端流动性风险。

• 深度拆解桥水基金创始人瑞·达利欧的重磅宏观预警。达利欧指出美国已踏入不可逆转的帝国生命周期第五阶段(衰退的开端),核心症状为债务货币化与社会财富... more

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🎙 《隔夜市场》 2026-04-18 | Episode 224

本期关键词:以色列与黎巴嫩临时停火、原油供给焦虑、亚太企业信用风险、奈飞创始人离任、亚马逊反垄断、Ticketmaster 裁决、OpenAI 生命科学模型、Windows 11 屏幕记录、iPhone 17e、港股交割周期、Tinder 眼球扫描、World ID、虹膜验证

本期你将听到:

• 以色列与黎巴嫩达成罕见的十天临时停火,短期缓解了原油供给紧张情绪,也让大宗商品与能源交易逻辑出现调整。

• 评级机构警... more

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1. 投资实战派
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5. 投资ABC|掌握投资中那些绕不开的知识

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隔夜市场 launched a year ago and published 236 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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