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 | 19 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
嘉宾：丁楹｜康曼德资本董事长、基金经理
AI板块涨到高位、估值越来越贵，行情开始分化，不少投资者面对科技股已经“不敢下手”——这究竟是2000年式的泡沫，还是一轮远未结束的趋势？当市场从流动性驱动转向盈利驱动，当人人都能让AI“推票”，主观投资的价值又在哪里？比起追逐热点和盘感，真正能穿越一轮轮牛熊的，往往是一套被反复打磨、不断进化的投资体系。
本期《厚雪私募班》，我们邀请到康曼德资本董事长、基金经理丁楹。他1994年入行，是中国第一批公募基金经理，32年里几乎完整经历了A股每一轮周期。这一次，... more
嘉宾：玉婷｜雪球金融产品与研究部负责人
近期全球市场剧烈震荡，美国非农就业数据超预期扰动货币政策预期，AI科技板块突发闪崩又快速反弹，黄金同步走弱，资产联动性显著增强，各类私募策略的表现也出现明显分化。这种“急刹车”不免让人心里发毛：似乎里面的资金几乎都摆好了随时逃跑的姿势，却又同时在场内随时准备加仓，一点点风吹草动就能引发剧烈波动。而且你以为配了A股、港股、美股就做到了分散，结果底层挂钩的其实是同一条AI产业链，连一直被当作避风港的黄金，这回也跟着科技一道下来了。于是满仓科技的不敢轻易追高，想... more
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《厚雪私募班》，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
嘉宾：何昳｜雪球金融产品与研究部资深产品经理
对每一位私募投资者来说，最近大概率都不轻松。A股AI算力链还在反复抱团，但市场已经出现高低切换的苗头；港股趴在地板上等反转，美伊冲突反复让黄金原油来回摆动。没上车AI的怕错过下一个十年，已经在车里的，腿也开始哆嗦了。
在这样的市场里挑私募更难了。市面上有上万家管理人，就算经过初筛，摆在面前的也有几百只产品。大多数人能依赖的，只有一根净值曲线、一份业绩归因，再加上一两次基金经理的路演——但只看历史收益率做决策，几乎可以肯定是不合理的。其实有一个更稳妥的... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #100 | China/Business |
Apple Podcasts | #106 |  Hong Kong/Business |
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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