全球科技金融3分钟
全球科技金融3分钟用3分钟时间，带你快速了解过去24小时全球科技与资本市场最重要的变化。
| Publishes | Daily | Episodes | 62 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | NewsTech NewsBusiness News |
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如果AI真的会成为未来十年的基础设施，那么谁掌握了它背后那些真正稀缺的资源？首先来看韩国。市场预计，三星电子第二季度营业利润将同比增长约18倍。这并不是因为手机卖得更好了，而是AI带来的存储需求远超供给，DRAM和NAND价格持续上涨，整个存储产业链进入利润快速释放阶段。市场真正兴奋的，不是一份漂亮的财报，而是它再次验证了一个判断：AI的瓶颈，正在从算力转向存储。过去大家讨论最多的是GPU，但越来越多机构开始意识到，没有足够的高带宽存储，再强的AI模型也无法高效运行。与此同时，SK海力士ADR即... more
大钱不是靠买卖赚来的，而是靠等待赚来的。首先，把目光放到美国科技股。过去几天，AI芯片板块因为估值压力连续回调，市场开始讨论“AI泡沫”是不是已经出现。但与此同时，最新披露的13F持仓却呈现出完全不同的另一面：包括Border to Coast等大型养老基金继续增持英伟达和博通，英伟达甚至已经成为部分机构的核心重仓。这其实比股价涨跌更值得关注。市场每天交易的是情绪，而养老基金交易的是未来五到十年的现金流。当长期资金继续买入的时候，它们赌的并不是下一季度，而是未来全球算力仍然会持续成为数字经济的基... more
很多时候，决定市场方向的是资本如何理解新闻。首先来看贸易。美国当地时间7月4日，特朗普宣布启动向贸易伙伴发送关税函件，新税率预计于8月1日起正式实施，税率最高可能达到70%，而7月9日仍是谈判的最后窗口。同一时间，欧盟委员会主席冯德莱恩表示，美欧几乎不可能在期限前完成全面贸易协议，只能争取达成原则性框架。真正值得市场关注的，并不是关税数字本身，而是全球企业未来现金流的不确定性正在重新上升。当供应链成本、出口利润率和跨国企业投资计划都可能因为政策变化而调整，资本自然会提高风险溢价。对此，欧洲市场已... more
全球科技体系正在从“效率最优”走向“信任分裂”Anthropic与阿里巴巴形成“对称反制”Anthropic近期对中国开发者的访问与使用能力进行了更严格的限制，而阿里巴巴随即在内部宣布全面禁用其模型与工具链，包括Sonnet、Opus等模型及ClaudeCode工具，禁令将于7月10日生效，形成一种典型的“对称反制”。表面上，这是产品层面的取舍，但真正让市场敏感的，是背后的信号：AI不再只是云端服务，而正在变成带有“身份识别与访问边界”的基础设施。当工具开始识别使用者，当模型开始区分地理与环境变... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #46 |  Germany/News/Business News |
Apple Podcasts | #39 |  Hong Kong/News/Business News |
Apple Podcasts | #48 | China/News/Business News |
Apple Podcasts | #114 |  Singapore/News/Business News |
Apple Podcasts | #131 |  United Arab Emirates/News/Business News |
Apple Podcasts | #154 |  Netherlands/News/Business News |
Apple Podcasts | #216 |  Taiwan/News/Business News |
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全球科技金融3分钟 launched 2 months ago and published 62 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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