深度
耕行深度热点分享
| Publishes | Daily | Episodes | 521 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | EntrepreneurshipNewsBusinessBusiness News |
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Latest Episodes
智谱创始人唐杰发布内部信，阐述智谱对 AGI 接下来竞争的理解。唐杰在信中表示，智谱接下来将继续延续所谓 “反直觉” 路线，开启 “Touch High（摸高）计划”，即继续聚焦于 AGI 研究，而不是短期商业变现。
历史上六大高景气行业数据揭示，股价顶部通常领先基本面拐点1至1.5年——"业绩还在兑现"并不等于"行情还没见顶"。高景气板块普遍呈现M顶形态，利好钝化正是早期预警信号。本轮AI算力行情的命运，关键取决于科技巨头Capex走向：当前总量扩张势头未止，但微软、Meta的资本开支二阶导已率先转负，拐点信号不容忽视。
高盛认为，主导上半年的AI与动量交易已经出现力竭信号，短期面临剧烈回调与平仓踩踏风险。医疗板块受生物工艺及药企并购周期双重驱动；防务股因持仓轻、估值低迎来布局拐点。落后的周期、软件与消费股有望补涨，建议使用“剔除AI”指数篮子对冲科技股杀跌风险。
微软CEO纳德拉发出警告：仅做通用大模型"消费者"的企业，将面临价值归零风险。真正的护城河在于将模型嵌入自身私有数据与强化学习环境，打造专属"爬山机器"。从量子计算2030实用化、端侧免费万亿参数模型，到Scout自航智能体，一场彻底重写商业规则的技术革命已悄然开启。
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #28 | China/Business/Entrepreneurship |
Apple Podcasts | #194 |  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 10 months ago and published 521 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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