市场透视 Moving Markets
Julius Baer“市场透视”是一档专家访谈系列节目。来自全球各地的专家将在节目中分析全球市场动态，并分享他们的重要见解和投资策略。在每一期节目中，我们将针对不断变化的经济和市场格局，穿越迷雾，看透本质，为您带来切实可行的投资建议和宏观研究成果。 本播客节目所含信息属营销资料。所述观点不构成独立的金融/投资研究结果，亦不构成投资建议或瑞士宝盛购买或出售证券的要约。
| Publishes | Monthly | Episodes | 87 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
新一轮的全球AI浪潮席卷而来，美股及部分亚洲股市在半导体设备制造周期的推动下持续走强；相较之下，中国股市整体涨幅相对克制。主流指数的相对落后，究竟反映的是基本面疲弱，还是产业结构与市场权重差异所致？值得注意的是，创业板企业盈利表现亮眼，年内创新高指日可待——在“二元经济”结构逐步显现的背景下，新经济与传统资产之间的此消彼长，又该如何解读？半导体全球周期叠加代理式AI等新趋势，是否证明AI投资的短期波动与中长期机会并存？
与此同时，石油价格走势、特朗普访华、对外贸易前景与人民币走向，以及国内房地... more
美伊就中东冲突达成为期两周的停火协议，但局势仍显脆弱。市场反应迅速，原油价格回落，黄金与股市则迎来反弹。然而，霍尔木兹海峡仍基本处于封锁状态，能源供应风险尚未解除，地缘政治不确定性仍主导市场情绪与资产定价。
在此背景下，投资者应否参与近期反弹，还是维持防御性配置？原油、黄金及美元的后市前景该如何预测？中国股市展现的相对韧性又释放出哪些信号，投资者应如何在防御股、价值股与高分红板块之间进行权衡与配置？
本期《市场透视》播客（于2026年4月9日录制）由瑞士宝盛香港研究部主管邓启志先生联同莲华资... more
伊朗冲突持续推高油价并扰动全球市场，促使投资者审视其对中国乃至亚洲资产的潜在影响。在地缘政治冲突的阴霾下，中港股市以及人民币的中长期走势该如何判断？与此同时，刚刚闭幕的两会释放了哪些与政策重点相关的关键信号？回到宏观层面，日本资产负债表衰退的理论框架又对理解当下中国的经济路径带来了什么启示？
本期《市场透视》播客（于2026年3月13日录制）由瑞士宝盛香港研究部主管邓启志先生联同莲华资产管理公司管理合伙人及首席投资官洪灏先生分析市场近况，探讨热点投资话题。
近期全球市场剧烈震荡，科技股、贵金属与数字货币同步回调，跨资产波动显著上升。政治格局仍存不确定性，令黄金与白银在调整后重新受到瞩目。中港市场方面，A股表现相对稳健，港股科技板块则明显承压。在此背景下，投资者应如何在短期与中长期进行配置？当前的市场轮动是否已悄然展开？
本期《市场透视》播客（于2026年2月10日录制）由瑞士宝盛香港研究部主管邓启志先生联同莲华资产管理公司管理合伙人及首席投资官洪灏先生分析市场近况。
农历新年将至，瑞士宝盛仝人恭祝各位在新的一年马到功成，万事胜意！
Reviews
- 请谈谈如何看待金价走势以及美国大选对国际金价得影响？期待😊
美国大选结果将在十多天后揭晓，金价又迈上新台阶。想听听邓总与洪总如何看待未来金价走势，谢谢🙏🏻👍🏻👍🏻👍🏻👍🏻🥳🥳🥳
Apple Podcasts5园长dddddddChina2 years ago - Why
Why suddenly only in Chinese?
Apple Podcasts1Axeladolf
Germany2 years ago - Informative
I’ve been listening for around a month and have already listened to most. I’m so hooked! I get so exited to hear the new episodes and sometimes I even go back and listen to the old ones. Keep it up!
Apple Podcasts5Masonconman
United States2 years ago - Awesome
Love the host, great research and just an awesome podcast. New favourite podcast!
Apple Podcasts5Lucas@24wevUnited States2 years ago - Love them
Love this show! It is my family’s go-to for long car trips.
Apple Podcasts5Henry Gerald.United States2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #48 | China/Business/Investing |
Apple Podcasts | #52 |  Hong Kong/Business/Investing |
Apple Podcasts | #99 |  Finland/Business/Investing |
Apple Podcasts | #143 | Hong Kong/Business |
Apple Podcasts | #160 | 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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市场透视 Moving Markets launched 5 years ago and published 87 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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