宏观视野
啊Ben--欢迎来到《宏观视野》 这里不急于给出结论，而是帮助你理解世界如何运转。 我们专注于宏观经济、全球市场与长期趋势，系统梳理顶级经济学家、央行决策者与投资大师的核心观点，帮助你在复杂信息中建立清晰的判断框架。 本频道将持续呈现： • 以通俗方式解析复杂的宏观经济现象 • 精选诺贝尔经济学奖得主、央行行长等权威观点 • 解读影响全球经济格局的关键事件与政策走向 • 探讨宏观趋势如何影响个人投资与现实决策 • 拆解巴菲特、达里奥等投资大师的长期逻辑 无论你是投资者、经济研究者，还是希望理解时代变化的理性思考者，这里都将为你提供有价值的视角。 订阅《宏观视野》，用更高维度看懂世界。 #股票 #投资 #学习 #宏观经济学 #AI #认知 #商业
| Publishes | Daily | Episodes | 5 | Founded | 5 days ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | Business NewsInvestingBusinessNews | ||
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描述： 在最新的美联储褐皮书中，劳动力市场呈现出一种奇妙的平衡：就业人数维持稳定，但水面之下暗流涌动。本期《宏观视野》将带你拆解这份报告，看薪资增长如何告别高通胀时代，回归3.3%左右的“正常水平”。更重要的是，AI不再只是PPT里的概念，它已经开始影响波士顿的IT招聘，甚至在堪萨斯城取代了营销顾问。我们正处在“低招聘、低解雇”的稳定期，还是AI结构性替代的前夜？
订阅《宏观视野》，用更高维度看懂世界。
内容选择策划：Ben资料整理收集：Ben播客制作上传：Ben&AI
#股票 #投资 #学习 ... more
播客描述： 近地轨道正成为继芯片之后的又一个战略竞逐场,。美国科技巨头正凭借商业航天优势加速在轨验证，而中国则通过国家实验室与商业航天协同，体系化推进“星算计划”。
本期节目将对比中美两国截然不同的太空算力布局路径：一边是星链V3的算力延伸，一边是“东方慧眼”与天基大模型的在轨部署。在频轨资源“先到先得”的残酷规则下，谁能抢先占领这片智能计算的新边疆？
订阅《宏观视野》，用更高维度看懂世界。
内容选择策划：Ben资料整理收集：Ben播客制作上传：Ben&AI
#股票 #投资 #学习 #宏观经济学... more
节目介绍： 2026 年的科技版图呈现出极端的对立。一方面，数据中心相关收入预计将占总收入的至少 50%，AI 服务器需求毫无放缓迹象。另一方面，普通消费者可能要为昂贵的硬件买单了——由于 DRAM 价格预计将创下历史新高，PC 和智能手机厂商正面临长达数个季度的利润率萎缩压力。
本期节目我们将点评摩根士丹利眼中的“行业首选”：从光刻机巨头 ASML 的增长动能，到三星、联想、小米在不同周期位置的博弈。面对 AI 硬件的翻倍增长与传统消费电子的疲软，企业该如何调整航向？
订阅《宏观视野》，用更... more
节目简介： 2026年将是中国经济转型的关键节点。高盛在其最新报告中提出，中国正处于从传统驱动力向“新增长动能”切换的关键期。本期节目我们将深度拆解高盛的预测：为什么他们认为2026年中国GDP能达到4.8%，从而超越市场共识？ 高技术制造业如何在这个过程中贡献1个百分点的增长？ 在房地产市场尚未见底的背景下，中国如何通过“反内卷”努力和财政扩张来维持增长韧性？
经济展望
节目介绍：2026年，美股的长牛逻辑正在悄然发生质变。过去三年的涨幅由科技巨头垄断，但随着AI从虚拟世界全面投送到中端产品，增长动能正向全球供应链外溢。 本期节目我们将深挖：• 低基期诱因： 为什么那些两三年没涨的传统机械股，才是AI下半场的“香饽饽”？• 估值重塑： 从“毛三到四”到“毛十三到十四”，硬件厂商如何靠整机出口实现华丽转身？• 稳盘角色： 为什么顶级富豪都在疯抢OpenAI和Anthropic的IPO份额？股票宏观经济 投资
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Apple Podcasts | #51 | China/Business/Investing |
Apple Podcasts | #159 | China/Business |
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宏观视野 launched 5 days ago and published 5 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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