深度求真
大成基金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 | 22 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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国产算力现在处在什么位置？一个现实是国内核心科技资产的市值，只是海外巨头的个位数百分比。另一个现实是晶圆厂开始涨价，大厂的资本开支密集上修，订单在往下落。业绩的兑现已经开了个头。
有人说，今天的国产算力就像两年前的海外算力，现实还弱，但产业链的放量证据正在变得充足。当然，质疑的声音也没断过，产能节奏能不能跟上？竞争格局会不会恶化？技术封锁下，这个追赶窗口能持续多久？
从GPU到晶圆代工，从交换芯片到互联架构，国产算力到底是靠情怀撑起来的，还是有真实的基本面在驱动？这期节目我们一起来挖掘国产算力的... more
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种体悟的水... 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 帮你处理信息，但你不能把... 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是什... more
Reviews
- 呵呵
喜欢这一期的嘉宾
Apple Podcasts5呵呵呵l l lChina2 months ago - 呵呵
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！
Apple Podcasts1呵呵呵l l lChina5 months ago - 选题都不错
比较能听
Apple Podcasts5wumingming02Chinaa year ago
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Apple Podcasts | #44 | China/Business |
Apple Podcasts | #220 |  Russia/Business |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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深度求真 launched a year ago and published 22 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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