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 | 19 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
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
有人说黄金是“终极避风港”，也有人疑惑，为何金价飙升而黄金股却反应滞后？金属投资真的只是看价格这么简单吗？在全球债务扩张、供需结构重塑的背景下，黄金、白银、铜、铝等金属究竟该如何分析？普通投资者又该如何把握资源品的投资节奏？
为了厘清金属投资的真实逻辑，我们特别邀请到大成正向回报的基金经理张家旺。
家旺老师将从宏观信用、中观供需、微观公司三个维度，带我们系统理解金属的金融属性与商品属性，并分享资源型公司的评价框架与投资心得。
本期嘉宾
• 张家旺 大成正向回报基金经理
⏰Timel... more
有人说人形机器人是下一个“万亿赛道”，也有人质疑它离现实还有多远？一台机器人的成本到底有多高？技术瓶颈究竟在哪里？对于普通投资者来说，人形机器人产业到底有没有真实的投资机会？
为了解开这些疑问，我们特别邀请到了机器人产业研究员天齐。
天齐老师将从成本拆解、技术演进、产业链现状等角度，带我们一起看懂人形机器人背后的制造逻辑、降本路径，以及未来的产业阶段与投资主线。
本期嘉宾
吴天齐 大成基金研究员
Timeline
01:10｜造一台人形机器人要多少钱？特斯拉的目标成本是多少？
02... more
Reviews
- 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 lChina2 months ago - 选题都不错
比较能听
Apple Podcasts5wumingming02China9 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #217 | China/Business |
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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深度求真 launched a year ago and published 19 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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