厚雪长波
雪球官方账号《厚雪长波》是由雪球出品的，一档和投资相关又不止于投资的节目。在这档节目中，我们会邀请对投资有见解、有故事的嘉宾和球友，一起来分享他们的投资日常、生活态度。我们希望通过不同观点的碰撞，和大家一起发现投资机会，共同缓解投资焦虑，让财富的雪球越滚越大。 你对节目的任何建议，或者你有任何在节目中想听到的话题和想邀请的嘉宾，都欢迎与我们联系。大家可以登录雪球APP给“厚雪长波官方账号”发私信，或者发邮件至houxuechangbo@xueqiu.com。 雪球成立于2010年，从投资社区出发，现已成为极具影响的集投资交流交易于一体的在线综合财富管理平台。雪球目前已拥有超过5700万用户，聚集了国内对投资感兴趣、有见解，对权益资产接纳度较高的人群。
| Publishes | Weekly | Episodes | 123 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
👨本期嘉宾：陈鹏｜远澜基金合伙人、宏观量化投资经理
全球资产剧烈波动的这一年，宏观策略、尤其是宏观量化，正被越来越多的私募投资者重新关注。借助量化与AI的算法加成，这类策略被认为能更敏锐地捕捉市场信息，也更从容地应对极端行情。但对大多数投资者来说，宏观量化依然有点“看不懂”：它到底赚的是什么钱？很多人说，赚的是“概率的钱”——可这个“概率”，真的只是“赢面有多大”这么简单吗？
本期节目我们邀请到远澜基金合伙人、宏观量化投资经理陈鹏，从投资者最关心的地方聊起：量化是不是一个只看数据、每次都能... more
👨本期嘉宾：张翼轸｜自媒体@EarlETF、播客「精分派」主理人
过去一年，A股市场最极致的一件事，可能不是上涨，而是“集中”。
所有人都在谈轮动，但张翼轸的判断是：这一轮真正的大轮动，其实根本没有发生。资金始终围绕AI：从光模块、算力，到半导体、存储、机器人，再到后来的Agent与AI应用，看起来板块每天都在切换，但真正的大主线，从来没有离开科技。
所以他在节目里说了一句很有意思的话：“所有拥抱光模块的人，都是聪明人。”因为过去这一年，很多传统意义上的“价值投资”“均衡配置”“行业分散... more
👨本期嘉宾：@villike｜雪球球友
白酒，曾经是中国最确定的生意之一。
但这几年，这份确定性正在被一点点磨损。批价下行、渠道积压、消费场景收窄，2025年的财报一出，更是让市场哗然——茅台首次双降、五粮液财务洗澡、泸州老窖断崖下滑，高端白酒的增长逻辑可能正在经历十年来最严肃的一次拷问。
这期节目我们请来了雪球球友villike。他2013年入市就开始遵循格雷厄姆的方法论，用他的话来说，泸州老窖就是他的股市“初恋”，随后又买入了茅台，两只高端白酒都持有超过十年，中间只做过一次减仓。在节... more
👨本期嘉宾：@戴旻｜富达基金多元资产部投资策略总监
美国总统特朗普在上周五刚刚结束对中国的正式访问。这次行程里，除了庞大的政府团队，还有一个很值得关注的细节：随行的企业家名单，几乎浓缩了当下美国最核心的资本与产业力量——从华尔街到硅谷，从金融资本到AI基础设施。
很多人把这次访问理解成一次外交事件，但如果站在投资和资产配置的视角来看，它更像是一次全球资本市场“核心变量”的集中呈现。因为今天的中美关系，可能比过去任何一个时期都更加复杂，也更加深刻地影响着全球市场——这里既有全球最大两个经济体... more
Reviews
- 好👍
好 干货很多
Apple Podcasts5能屈能伸进退自如China4 months ago - 播客不要气泡音
听最新一期讲比特币挺感兴趣的，但嘉宾的气泡音真的很干扰听感……
Apple Podcasts3小生惭愧China6 months ago - 地产西峯老师这期节目是我今年听到的最有价值的一期节目之一，非常非常专业
老师非常专业啊，这期节目太值了
Apple Podcasts5wendy0988China6 months ago - 角度单一 主观切入
只谈已婚人面对的问题 无视其他类群体视角 主观切入 歧视其他群体
Apple Podcasts1API DiggChina7 months ago - 听君一席话，如听一席话
建议播客改名为《薛定谔的炒股建议》：既有用又没用，全看你是否愿意相信空气能饱腹。
Apple Podcasts2realhshenChina10 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #194 |  United States/Business/Investing |
Apple Podcasts | #250 |  Canada/Business/Investing |
Apple Podcasts | #138 |  Australia/Business/Investing |
Apple Podcasts | #183 |  Italy/Business/Investing |
Apple Podcasts | #237 |  France/Business/Investing |
Apple Podcasts | #115 | China/Top Podcasts |
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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厚雪长波 launched 3 years ago and published 123 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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