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 | 94 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
十一黄金周历来是观察中国消费趋势及经济动能的重要风向标。今年黄金周的数据表现，再次引发市场对消费信心、政策刺激力度以及经济增长前景的广泛讨论。
黄金周数据释放了哪些经济讯号？中国房地产市场能否企稳复苏？科技发展战略与出口前景将如何影响增长动能？与此同时，贸易摩擦持续升温，又将为中国市场及投资环境带来哪些挑战与机遇？展望第四季度，有哪些板块值得投资者关注？
本期《市场透视》播客（于2026年10月15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灝先生分... more
中美关系再度成为市场焦点。投资者密切关注两国领导人会谈能否取得实质性进展，并改善市场情绪。与此同时，中国市场仍面对贸易不确定性、政策支持力度有限及经济增长承压等挑战。
中美会谈将如何影响中国股市及房地产市场？投资者目前如何看待中国AI股？AI的长期投资主题又将如何演变？此外，油价及利率上升将对全球市场带来哪些影响？
本期《市场透视》播客（于2026年9月25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。
随着2026年步入最后一个季度，全球市场格局持续演变。AI依然是增长的重要动力，但市场领涨力量正逐步由美国科技股扩散至更多地区和行业。在市场波动与地缘政治风险并存的背景下，投资者应如何布局年末投资组合？哪些领域有望带来更具吸引力的投资机会？
AI投资周期持续推进，全球股市机会不断扩散；美国政局、美联储政策路径和中东局势的发展，仍将深刻影响市场表现。全球股票与固定收益资产的配置价值，以及美元、石油和黄金等主要资产的走势，同样值得关注。
敬请收听本期《市场透视》播客节目，瑞士宝盛亚洲股票专家Mo... more
韩国半导体股自6月高位以来已回落近50%，AI板块回调是否已接近尾声？下一轮行情将由哪些领域推动？与此同时，低成本AI模型在中国持续发展，又将为全球AI的竞争格局带来什么变化？
除AI主题外，市场亦聚焦价值股回归、中国经济增长预期、香港交易所推出五年期中国国债期货，以及黄金和白银强劲反弹等重要议题。
本期《市场透视》播客（于2026年8月11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。
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 States3 years ago - Awesome
Love the host, great research and just an awesome podcast. New favourite podcast!
Apple Podcasts5Lucas@24wevUnited States3 years ago - Love them
Love this show! It is my family’s go-to for long car trips.
Apple Podcasts5Henry Gerald.United States3 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #23 | China/Business/Investing |
Apple Podcasts | #23 |  Hong Kong/Business/Investing |
Apple Podcasts | #71 | Hong Kong/Business |
Apple Podcasts | #79 | China/Business |
Apple Podcasts | #110 |  Indonesia/Business/Investing |
Apple Podcasts | #224 |  Saudi Arabia/Business/Investing |
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 94 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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