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 | 15 | Founded | 9 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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有人说宏观策略是投资决策的“导航仪”，也有人还在疑惑，宏观数据到底有没有用？经济好为什么股市不一定涨？对于普通投资者来说，宏观研究到底能带来哪些实际的帮助？
为了解开这些疑问，我们特别邀请到了宏观策略研究员林起渠。
起渠老师会用通俗易懂的方式，带我们一起看懂宏观数据的分析逻辑、资金面的变化趋势，以及2026年的经济展望与投资主线。
本期嘉宾
• 林起渠 宏观策略研究员
⏱Timeline
01:35｜如何看待固定资产投资快速下降
03:16｜核心宏观指标有哪些？
07:04｜... more
如果说电动化是汽车产业的上半场，那么智能化，正成为决定终局的关键一战。从座舱内越来越大的屏幕，到城市道路上逐渐普及的辅助驾驶，再到背后支撑一切的电子电气架构升级——汽车，正在从一个交通工具，演变为一个“移动的智能空间”。
这场变革背后，蕴藏着怎样的技术逻辑、产业趋势与投资机会？普通投资者又该如何理解智能化的进程，并从中发现价值？
为此，我们邀请到大成基金汽车研究员孔祥，带我们系统梳理汽车智能化的核心维度、发展阶段与投资主线。
本期嘉宾
• 孔祥 大成基金研究员
本期亮点
02:2... more
新能源赛道的故事大家已经听了很多，但最近最火的关键词无疑是——固态电池。有人说它是下一代革命性电池技术，也有人还在疑惑，这个词究竟意味着什么？它的落地还有多远？对于普通投资者来说，又代表着怎样的机会和风险？
为了解开这些疑问，我们特别邀请到了大成基金研究员 袁庆龙。
庆龙会用通俗易懂的方式，带我们一起看懂固态电池的前景，以及背后的供需逻辑与投资主线。
本期嘉宾
• 袁庆龙 大成基金研究员
本期亮点
⏱Timeline + 内容提要：
00:00｜固态电池为何近期成为市场热点？ more
AH 股同股不同价背后藏着什么门道？恒生科技从低谷反弹后还能冲吗？港股里的 “老千股” 该怎么避开？本期特邀恒生科技基金经理冉凌浩与资深港股观察者两狗蛋，拆解 AH 股同股不同价根源、恒生科技从低谷复苏逻辑，揭秘港股避坑要点，解析 AI、新能源车等赛道机遇，为港股投资划重点。
本期嘉宾
• 冉凌浩：大成基金恒生科技的基金经理
• 梁狗蛋：小宇宙狗不扯淡的主理人
本期亮点
1、硬核科普 AH 折溢价：详解 AH 股同股不同价的核心原因（资本管制、利率环境差异等），破除 “溢价抹平即... more
Reviews
- 选题都不错
比较能听
Apple Podcasts5wumingming02China5 months ago
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Apple Podcasts | #246 | China/Business |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Household Income | Social Media Reach | ||||
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深度求真 launched 9 months ago and published 15 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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