破茧成财
袁雨来穿透信息迷雾，把握财富先机，欢迎来到《破茧成财》 在这里， 我们聚焦中美博弈、全球政策、新兴科技等核心议题，坚持用一手数据拆解行业博弈； 我们不追求 “博眼球” 的观点，而是以详实的信息、理性的推演，为你呈现事件背后的逻辑链条； 我们不制造焦虑，而是试图穿透迷雾，帮你看清长期趋势中的关键变量。 接下来的每一期，我们都会带着这样的初心，与你共同探索信息茧房之外的财富密码~
| Publishes | Twice monthly | Episodes | 6 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Category | Technology | ||
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穿透信息迷雾，把握财富先机。欢迎来到《破茧成财》，我是主播袁雨来。
当 “以客户为中心” 从口号走向实践，当科技与金融碰撞出智能账户、AI 信号等创新模式，普通投资者与专业机构的关系正被重新定义。本期节目，我们还是与《燕妮聊基金》的主播，深耕基金研究15 年、访谈过 600 + 基金经理的燕妮，展开一场关于 “投顾 x 科技” 的深度对话。
本次对话聚焦三大核心议题：
• 投顾的本质价值：为何需要投顾？它如何平衡投资者与资管机构的长期利益？
• 智能投顾的技术突破 ：理财魔方的 “... more
穿透信息迷雾，把握财富先机。欢迎来到《破茧成财》，我是主播袁雨来。
本期我邀请了《燕妮聊基金》主播燕妮，她从事基金研究超 15 年、访谈过 600 + 位基金经理，我们展开了一场 “主动选股派” 与 “全球配置派” 的深度对话。
美联储降息来袭，市场热议科技浪潮与黄金配置，当传统金融理论在 AI 时代逐渐失效，普通投资者该如何建立自己的投资框架？节目中，我们围绕三大核心议题展开：
• 资产配置实战 ：海外配置看基本面？黄金该不该加？中美科技投资的布局时机有何玄机？
• 科技投资新逻... more
穿透信息迷雾，把握财富先机。欢迎来到《破茧成财》，我是主播袁雨来。
近期，国务院正式发布《关于深入实施人工智能 + 行动的意见》，明确 2027 年、2030 年、2035 年三阶段目标（智能终端覆盖超 70%→90%），将人工智能与经济社会深度融合推向新高度。与此同时，美国 AI 政策坚持 “精英路线”，中国选择 “大众应用” 路径，全球科技竞争格局再升级。
本期节目以国务院政策原文、中美 AI 战略对比数据为基，拆解三大核心议题：
• 国务院 “人工智能 +” 战略的核心目标与六大... more
穿透信息迷雾，把握财富先机。欢迎来到《破茧成财》，我是主播袁雨来。
在投资信息爆炸的当下，互联网上充斥着低买高卖的经验、专业机构的研报预测，以及高收益的理财广告。然而，市场却频繁上演低估值滞涨、高估值疯涨的戏码，专业机构与网红大 V 的预测也屡屡失灵，让我们在投资的迷雾中迷失方向。在这个牛市氛围渐浓、大家风险偏好提升的时刻，市场消息纷繁复杂，每个投资方法背后的逻辑真假难辨。
本期节目，我们将用最新数据与案例，拆解投资中的反常识现象，为你找到信息过载时代的筛选框架。为什么高估资产反而收益率更好... more
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Apple Podcasts | #125 | China/Technology |
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