深度
耕行深度热点分享
| Publishes | Daily | Episodes | 421 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessNewsBusiness NewsEntrepreneurship |
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Latest Episodes
投资大佬段永平近期通过卖出看跌期权布局泡泡玛特，并直言“很久没有这种兴奋感了”。他认可泡泡玛特的品牌、艺术家签约、门店及团队等壁垒，认为其商业模式可持续，且当前估值经腰斩后具备吸引力。此次投资体现了他“好公司等好价格，用时间换空间”的一贯风格，也为新消费板块带来信号。
中东冲突进入谈判阶段，市场将从“定价预期”转向“定价现实”，资金缩圈聚焦AI硬件、资源、周期涨价和红利四大主线。其中，国产AI硬件和周期涨价存在预期差，投资者需精选方向、聚焦主线。
深入探讨指数投资的优缺点。优点包括分散风险、低成本、省心省力及长期收益稳定；缺点有无法获得超额收益、难以规避系统性风险等。还分析了适合指数投资的人群及相关建议。
摩根士丹利研报指出，市场严重低估AI革命爆发力。大模型能力呈非线性跃升，2027年或实现AGI；算力需求增速为NVIDIA供给3倍，供需缺口显著；美国数据中心2028年将面临55吉瓦电力缺口；AI已导致部分行业4%净裁员率，未来90%职业受影响。
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #9 | China/Business/Entrepreneurship |
Apple Podcasts | #106 | China/Business |
Apple Podcasts | #139 |  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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How many episodes of 深度 are there?
深度 launched 6 months ago and published 421 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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