
汇聚行业专家,中金财富倾力打造的旗舰音频栏目。陪你一起,读懂市场。每周更新,欢迎订阅。
| Publishes | Weekly | Episodes | 154 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | EducationBusiness |

📈【本期内容】
高拥挤资产一定意味着风险么?
如何区分“好拥挤”与“坏拥挤”,核心判断维度有哪些?
不同风险偏好的投资者如何应对高拥挤?有何策略?
当前A股与港股的投资,有哪些关注点?
❤️【本期嘉宾】
彭一夫 中金公司研究部海外与港股策略分析师 副总经理
执业编号:S0080525120003
🔻【主持人】
张巍瀚 中金公司研究部策略分析师
执业编号:S0080524010002 、SFC CE Ref:BSV497
📍【时间轴】
00:02:34 什么是拥挤度... more
📈【本期内容】
一件事重复200次,会发生什么?
这是中金财富《云会客厅》的第200期的内容,我们将它录制成一期音频播客。站在2026年的中点,回望过去,展望未来,这期你会听到:
• 中美都在押注AI,它到底是不是这轮经济的最大变量?
• “分化、结构、期待”——2026下半年的宏观市场关键词
• 减仓还是加仓?面对不确定,真正专业的机构怎么做决策?
• 以及一个灵魂拷问:该怎么判断一家机构是真的在做买方投顾,还是在卖产品?
❤️【本期嘉宾】
罗钢青 中金财富产品与解决方案总部... more
📈【本期内容】
倘若美伊冲突结束,未来油价走势如何?
如何理解煤炭在我国能源体系中的定位与发展趋势?
美联储的货币政策框架,发生哪些变化?
❤️【本期嘉宾】
陈彦 中金公司研究部基础材料与工程首席分析师 董事总经理
执业编号:S0080515060002、SFC CE Ref: ALZ159
郭朝辉 中金公司研究部大宗商品首席分析师 董事总经理
执业编号:S0080513070006、SFC CE Ref: BBU524
🔻【主持人】
张文朗 中金公司研究部首席宏观分析师... more
📈【本期内容】
企业出海热潮下,中国企业如何炼成全球化“六边形战士”?
专利、研发领跑全球,量变之下如何突破原始创新瓶颈?
从产品出海到品牌出海,跨越路径在哪里?
❤️【本期嘉宾】
杨鑫 中金公司研究部国际研究负责人、董事总经理
执业编号:S0080511080003、SFC CE Ref:APY553
隋诗华 中金公司研究部汽车行业分析师
执业编号:S0080521080002、SFC CE Ref:BTI961
🔻【主持人】
罗俊杰 中金公司研究部机械军工行业分析师 ... more
宏观首席分析师做主持人,嘉宾说话时,主持人一直嗯一直嗯,非常影响听感。邀请嘉宾都很牛,话题紧跟时事,内容质量高,收获很大。
节目质量很好,就是有几期录音质量不太好。
中金研究院那个博客不做了吗??
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #248 |
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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话中有金 launched 2 years ago and published 154 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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