基金经理下班后
创金合信基金“收盘之后，故事才刚刚开始。” 研报里的文字是冷的，但产业的跳动是热的。这里是创金合信基金出品的产业深度漫谈播客，在《基金经理下班后》，我们把那些写不进招募说明书的观察、那些在调研现场发现的小细节、那些基金经理自己都在用的好物，通通“拆”给你听。 卸下职业光环，他们也是对世界充满好奇的普通人。 这一次，不看K线，看生活。
| Publishes | Twice weekly | Episodes | 14 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologySociety & Culture |
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港股恒生科技指数自去年10月以来持续承压，技术性熊市论调不绝于耳，但进入7月后连续两周明显反弹，这究竟是昙花一现的喘息，还是新一轮行情的起点？为什么名字叫「科技」，却在这一轮AI浪潮中跟跌不跟涨？本轮反弹背后的资金回流能否持续，又该盯紧哪些信号？
本期节目，我们从这些追问出发，拆解港股涨跌背后的真实逻辑，看看反弹的成色究竟几何。
这里是每周市场观察，帮你盘点热点，观察市场边际变化。
本期嘉宾
何媛 | 创金合信基金宏观策略配置部负责人
Timeline
00:20 恒生科技前期连跌，近两周反弹 more
过去半年，半导体板块经历了一轮快速上涨，又在七月初迎来剧烈震荡。这轮行情的底层逻辑是产业趋势还是情绪炒作？
本期播客从芯片制造的全流程切入，拆解光刻机到底卡在哪、其他环节国产化到了什么程度。在此基础上，进一步分析了AI对芯片需求的重塑——训练与推理的逻辑完全不同，对投资方向意味着什么。
与此同时，两个信号值得关注：手机芯片占比虽然下降，但总量并未减少，说明AI时代芯片总盘子在急剧扩大；芯片出口从进口第一变为出口增长，中国正在从最大的买家变成重要的卖家。而万亿美金砸进AI基建，对应的收入却刚刚跨过... more
七月的第一周，全球资本市场的节奏突然变了。美国非农就业数据意外遇冷，美元指数应声回落，黄金在连续四周下跌后迎来反弹。但市场的注意力很快被另一条线索牵走：大洋彼岸，Meta一则出租闲置算力的消息，让全球AI产业链瞬间降温。
有意思的是，资金并没有就此退场，又流向了创新药、机器人、航空航天——那些在上一轮K型分化中被遗忘的角落。在板块行情加速轮动的当下，马上迎来中报季，七月往往被定调为从主题炒作转向业绩验证的分水岭，当下如何投？
这里是《每周市场观察》，帮你盘点热点，观察市场边际变化。
本期嘉宾
何... more
2026年以来，黄金市场经历了一轮过山车行情，年初还在5600美元的历史高位，近期已跌破4000美元。黄金还能视为资产配置的压舱石吗？油价回落、美元强势、地缘溢价消退，多重因素交织之下，黄金的定价逻辑似乎正在发生转变。
本期节目，我们回归黄金最底层的三重属性：商品供需、货币替代、风险对冲，聊聊普通投资者该如何重新审视黄金在资产配置中的角色。
这里是每周市场观察，帮你盘点热点，观察市场边际变化。
本期嘉宾
何媛 | 创金合信基金宏观策略配置部负责人
Timeline
00:27 黄金投资决策需回归... more
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