
在这个信息爆炸却充满不确定性的时代,投资不仅是数字的游戏,更是认知的博弈。由大成基金诚意打造的深度对话栏目《深度求真》,以“穿透市场噪音,探索价值本质”为初心,为每一位追求理性与成长的投资者搭建一座连接思想与实践的桥梁。
| Publishes | Monthly | Episodes | 21 | Founded | a year ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

世界读书日即将到来,在这期节目中,我们将视角从波动的市场移向静谧的书页,特别邀请来了大成基金国际业务部总监柏杨,为我们分享了他从理工背景跨越至文史社科的阅读路径。
在碎片化时代,深度阅读作为“情绪排毒”与认知变现的工具,依然具有不可替代性。这不仅是一场关于书单的分享,更是一次关于如何通过读书破除“心中之贼”、培养“大将之风”的探讨,希望能为你带来关于投资与生活的全新启示。
本期嘉宾
柏杨 大成基金国际业务部总监
本期金句
书籍是压缩饼干: “书本身就是一片压缩饼干,你可能要放在自己的这... more
提到工程机械,你脑海中是否只有“又苦又累”的挖掘机?其实,这个行业正经历着从“倒买倒卖”到“全球化3.0”的华丽蜕变。
中国工程机械凭什么成为出海名片?为何核心零部件厂商比主机厂更赚钱?AI 真的能替代研究员做投资决策吗?这期节目,让我们一起挖掘重型机械出海背后的商业真相。
本期嘉宾
敬思源 大成基金制造组研究员
本期金句
“企业文化不是说一个公司不犯错,而是他犯了错之后还能爬起来。”
“国际化 3.0 的结果是:你不仅销售要本土化,生产也要本土化。”
“你可以让 AI 帮你处理信... more
当全球科技领袖纷纷发出“缺电警告”,我们才发现,支撑数字世界的砖瓦并非只有芯片,还有那张正不堪重负的电网。
在北美,基础设施老旧与AI数据中心的恐怖能耗正迎头相撞,变压器一机难求,交货期甚至排到了两年后;而在国内,“十五五”规划拉开序幕,数字化电网与特高压建设正重塑能源版图。“缺电”已从行业共识演变为席卷全球的投资主线。
本期《深度求真》我们特邀大成基金电网设备行业研究员刘峰。刘峰深耕电力行业多年,拥有敏锐的产业链嗅觉。我们将从北美的“黑天鹅”聊到国内的“新基建”,深度拆解全球缺电的底层逻辑... more
AI生成的视频已逼真到让人难辨真假,国内大模型真的追上国际水平了吗?面对AI的飞速进步,普通投资者该如何把握科技行业的“模糊的正确”?
本期《深度求真》,我们邀请到大成成长进取基金经理杜聪,一起探讨国内多模态大模型的突破性进展、AI视频生成如何降低创作门槛,以及科技投资的底层逻辑与前沿洞察。聪哥将结合自身科技背景与投资经验,解析AI算力、应用与未来趋势,分享研究日常与定价心法。
本期嘉宾
• 杜聪 大成成长进取基金经理
⏰Timeline
01:55|DeepSeek 如何拉近中美... more
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你们为什么要在31号发机器人那期?虽然很客观但现在看来好像有存在刻意保守提示的嫌疑!
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深度求真 launched a year ago and published 21 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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