厚雪私募班
雪球《厚雪私募班》是由雪球出品的一档聚焦私募投资的播客节目。我们将从私募投资者最关心的实际问题出发，系统解读不同私募基金的投资理念、策略框架和风险收益来源，以及在不同市场环境下的私募基金配置逻辑。在这里，你可以听到雪球私募基金产品研究部门的专业观点，也可以直接获得来自头部私募基金管理人的真知灼见。 雪球旗下雪球基金是国内的头部私募基金销售持牌机构，其代销私募市场中超额收益较高、资金规模较大、市场知名度较高、策略丰富度较多元的私募基金产品。在雪球可以获得极具特色和策略多样性的私募产品，高质量的私募投资者交流，专业的私募研究信息，以及极具投资性价比的服务（在雪球购买私募享有0认申购费）。如果大家对购买和投资私募基金有兴趣，欢迎登陆雪球APP咨询。
| Publishes | Weekly | Episodes | 4 | Founded | 14 days ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Category | Business | ||
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Latest Episodes
嘉宾：玉婷｜雪球金融产品与研究部负责人
春节之后的第一周，市场热闹非凡：A股中盘风格领涨，贵金属与有色延续强势，原油波动加剧，美债在降息预期与地缘情绪中走强，港股却在资金流向变化中承压。表面上是指数的涨跌切换，背后则是不同私募策略收益结构的重新分化。这一期，我们围绕“节后首周策略复盘”展开讨论，但真正想回答的问题是——在同一个市场环境下，不同策略到底赚的是什么钱？
主观股多与量化股多，在强行业轮动中谁更有优势？当中证500、1000成为主线，小微盘暴露收缩，量化超额为何出现结构性分化？CTA... more
嘉宾：曹青青｜思达星汇私募基金STAR FUND总经理、合伙人
如果把投资拉长到十年、二十年，你会发现，大多数真正决定命运的不是一次判断对错，而是：你是否拥有一套可以反复穿越周期的体系。
本期《厚雪私募班》，我们与思达星汇私募基金STAR FUND总经理、合伙人曹青青展开了一次极为深入的对谈，从个人经历出发，聊到了全天候策略、量化宏观、多资产配置以及风险控制的核心问题。
从2010年前后做风险平价、研究归因分析开始，到在美股做T0交易、在券商资管时代管理数百亿规模，再到2015年之后亲历去... more
嘉宾：杨鑫斌｜雪球资管投资总监、基金经理
2025年，是很多投资经验失效的一年。
特朗普重返白宫，地缘冲突此起彼伏，通胀反复、利率高位，AI资本开支逆势扩张；你以为高利率会压制风险资产，但股票和商品却轮番上涨；你指望债券对冲波动，却发现股债同时下跌；你以为货币是稳定锚，结果几乎所有法币都在悄然贬值。
在这一年里，资产并不是“没有趋势”，而是趋势正在高度结构化：AI与科技资产走在一条轨道上，传统经济与债券走在另一条轨道上；信用货币持续被稀释，而“硬通货”悄然完成了从商品到货币的角色转变。
more
嘉宾：玉婷｜雪球金融产品与研究部负责人
市场正在发生一个微妙但重要的变化：方向没有消失，但真正决定收益的，越来越不是“押对方向”，而是“选对策略”。
第一期《厚雪私募班》，我们将和雪球金融产品与研究部负责人玉婷一起，系统回顾2025年不同私募策略的真实表现，并在此基础上，展开对2026年私募配置环境的完整拆解。从主观股多、量化多头、CTA，再到宏观与多资产策略，我们尝试回答一个更底层的问题：在一个高度结构化、共识形成越来越快的市场里，私募的超额收益究竟从哪里来？
你会听到对几个关键变化的深... more
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Apple Podcasts | #222 | China/Business |
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