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 | 114 | Founded | 2 years ago |
---|---|---|---|---|---|
Language | Number of Listeners | Categories | BusinessEducation |
📈【本期内容】
• 如何看待本轮黄金牛市的高度和长度?
• 黄金股的配置逻辑是什么?
• 如何看待美元中长期的前景?
• 人民币汇率未来的升值空间有多大?
❤️【本期嘉宾】
张文朗 中金公司研究部首席宏观分析师、董事总经理
执业编号:S0080520080009
SFC CE Ref:BFE988
李刘阳 中金公司研究部首席外汇分析师、董事总经理
执业编号:S0080523110005
SFC CE Ref:BSB843
齐丁 中金公司研究部首席有色分析师、执... more
📈【本期内容】
• 近期A股市场持续活跃
• 风格轮动,小盘VS大盘怎么看?
• 景气突围,行业黄金赛道在哪?
• AH新局,谁更具性价比?
❤️【本期嘉宾】
李求索 中金公司研究部 国内策略首席分析师、董事总经理
执业编号: S0080513070004
🔻【主持人】
底子惠 中金财富北京建国门外大街营业部 投资顾问
执业编号:S0960624040052
📍【时间轴】
00:01:42 在过去一年中,A股市场经历了三个阶段
00:06:37 能不... more
📈【本期内容】
• 美元霸权地位带来三重特权
• 美元霸权因“使用”而“动摇”
• 金融工具“武器化”,动摇绝对安全信念
• 美债正面临“终极买家”缺失的挑战
❤️【本期嘉宾】
缪延亮 中金公司首席策略师、研究部执行负责人
执业编号: S0080525060005、SFC CE Ref:BTS724
🔻【主持人】
李昭 中金公司研究部大类资产配置研究负责人、执行总经理
执业编号:S0080523050001、SFC CE Ref:BTR923
📍【时间轴】 more
📈【本期内容】
• 国家提出“反内卷”的出发点为何?
• “反内卷”是否加快快递行业的整合和出清?
• 快递行业的未来发展趋势?
• 下半年和明年,中国经济有哪些新期待?
❤️【本期嘉宾】
冯启斌 中金公司研究部交通运输及物流行业首席分析师、执行总经理
执业编号:S0080521090003、SFC CE Ref: BRW011
📍【主持人】
张文朗 中金公司研究部首席宏观分析师、董事总经理
执业编号:S0080520080009、SFC CE Ref:B... more
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话中有金 launched 2 years ago and published 114 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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