金钱的潮汐
你的月亮我的心怡银钱如水，万千流变，它从不凭空而生，也不会无声而去，像潮汐一样起落。有人在潮头造浪，有人被暗流裹挟，这是一档追踪「钱从哪里来，又流向何处？」的财经播客，我们讨论周期、流动性、资产的脉搏与时代的力量。
| Publishes | Twice weekly | Episodes | 12 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Category | Business | ||
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Latest Episodes
从银泰、高鑫的“清仓大甩卖”，到3800亿押注云与AI，阿里巴巴正在经历它成立二十多年来最彻底的一次重构。
这是一次断臂求生式的止损，也是一次从平台帝国向科技公司的自我重生。
本期，我们聊聊：阿里的旧故事是怎么谢幕的？新的剧本，又要怎么写？
本期看点
• 战略切换：从“新零售帝国”到“AI中台化”的转向逻辑
• 核心人物：吴泳铭、蔡崇信与马云的三角关系
• 资产清理：银泰、高鑫的谢幕与新零售实验的终结
• 组织重构：“1+6+N” 拆分背后的去中心化革命
• AI新章... more
十五年，Airboat Capital（千舟资本）的黄悦走过了四大洲，参与了超过 200 亿美金的矿业交易，从山脉到沙漠，从铜金到锂镍，他在全球各地寻找矿山，既见周期的规律，也看到地缘的风暴。
矿业，这个听上去离我们很遥远的行业，却正站在全球能源转型与资本周期的交汇点，过去几年，不同金属走出了各自的行情，而2025年的全球矿业并购潮，也在悄然重塑资源版图。
这一期，我们跟着黄悦的视角，一起探讨有色的周期、并购的逻辑，AI的浪潮下，找矿会不会被重新定义，也聊聊那些在时间与大地之间跋涉的矿业人，... more
锂价从巅峰的60万跌到如今的7万，潮水退去之后，谁在裸泳，谁又在造船？本期，我们聚焦中国锂行业的两大龙头——天齐锂业与赣锋锂业。它们一个代表资源垄断与高杠杆的“矿山派”，一个代表技术路线与结构优化的“化工派”；一个吃周期红利，一个靠技术续命。在锂价筑底、产业修复的关键时点，这两家公司也走到了命运的分岔口。
本期看点
• 周期修复的拐点：锂价企稳的信号、成本地板与需求回暖
• 结构性变化：需求多元化、供应链分层、价格逻辑切换
• 技术突围：盐湖提锂商业化进程与新工艺突破
• 财... more
从河南栾川的一座钼矿，到掌握全球 15% 钴资源的世界级矿业巨头，洛阳钼业的故事，是中国矿业改革、并购与周期博弈的缩影。
三次混改、两次抄底自由港、再到携宁德时代共舞上游，这家曾经的地方国企，如何在风起云涌的资源周期中完成跃迁？
本期看点
• 周期与垄断： 铜、钴、钼的共振逻辑与资源定价权
• 改革起点： 从地方钼矿到混合所有制样本
• 逆周期并购： 抄底自由港，TFM与KFM改变命运
• 全球布局： 从非洲到南美的资源网络
• 新能源协同： 宁德时代入股，打通上游闭环... more
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Apple Podcasts | #178 |  Hong Kong/Business |
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金钱的潮汐 launched 2 months ago and published 12 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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