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话中有金

中金财富

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。

PublishesWeeklyEpisodes154Founded2 years ago
Language
ZH-CN
Number of ListenersCategories
EducationBusiness

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Artwork for 话中有金

Latest Episodes

📈【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

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Reviews

4.2 out of 5 stars from 12 ratings
  • 内容质量高 但主持人有点陋习

    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。

    Apple Podcasts
    4
    Cisyer
    China9 months ago
  • 能提高点录音效果吗?

    节目质量很好,就是有几期录音质量不太好。

    Apple Podcasts
    5
    易水寒2025
    China9 months ago
  • 很好的节目啊

    中金研究院那个博客不做了吗??

    Apple Podcasts
    5
    三角函数推导公式
    Chinaa year ago

Chart Rankings

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Apple Podcasts
#248
China/Business

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per EpisodeGender SkewLocation
InterestsProfessionsAge Range
Household IncomeSocial Media Reach

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1. 厚雪长波
2. 中欧基金
3. 投资实战派
4. 知本论
5. 中金研究院

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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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