深度
耕行深度热点分享
| Publishes | Daily | Episodes | 518 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | NewsEntrepreneurshipBusiness NewsBusiness |
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Latest Episodes
铜正从“铜博士”蜕变为战略资源：AI算力与能源转型引爆需求，全球供给受资源集中、开发周期长等令铜市场持续偏紧。短期看，全球逾10家央行已启动加息，流动性边际收紧压制铜价上移空间。但以3—5年维度审视，若29—30年全球步入新一轮康波周期，铜价中枢上行仍值得期待。
复盘1771年以来五轮技术周期发现，K型分化是每一轮技术革命“导入期”的共同规律，而非当下AI时代的特例。技术红利在导入期几乎全部流向资本端：纺织机时代工人实际收入原地踏步，汽车石油时代1929年前1%人口掌握全国近一半净财富，资本市场同步分化。历史表明，只有经历制度重构，技术红利才能真正走向普惠。
苹果全线涨价→KOSPI熔断、DRAM价格暴涨98%、"RAMageddon"存储通胀、英伟达HBM吞噬产能、三星6460亿美元+SK海力士294亿美元产能扩张、2028-2029供给洪流、需求端裂缝（手机-14%/PC-11.3%）、负反馈链路形成、SK海力士7月10日纳斯达克敲钟=巅峰即拐点
德银最新研报揭示AI模型65倍成本鸿沟，90%日常任务表现相近。从Uber烧光预算到行业转向成本控制，AI正从奢侈品定价走向理性，或引发第二次DeepSeek时刻，重估整个行业价值。
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Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #178 |  Germany/Business/Entrepreneurship |
Apple Podcasts | #20 | China/Business/Entrepreneurship |
Apple Podcasts | #203 | China/Business |
Apple Podcasts | #249 |  Hong Kong/Business/Entrepreneurship |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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Which podcasts are similar to 深度?
These podcasts share a similar audience with 深度:
1. 高能量
2. 声动早咖啡
3. 商业就是这样
4. 半拿铁 | 商业沉浮录
5. 投资ABC
How many episodes of 深度 are there?
深度 launched 9 months ago and published 518 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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