十分吸引
敏-姐乱中取利
| Publishes | Weekly | Episodes | 76 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
本期节目是7月18日深圳线下演讲录音，石磊从全球K型分化现象切入，拆解了系统两大主要矛盾：能源与资源-老登主线、AI科技-小登主线，它们在如何轮番抢夺传统经济的资源与流动性，我们又该如何对一家公司进行估值？
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🔥 抢钱之问
• 同一家公司，估值凭什么差70%？
• 价值与成长，全球都在K型分化吗？
• 自由现金流与红利策略：上半年为什么回撤这么多？
• 电动车到底是"车"还是"电"？
• 同一个经济体，发电量持续上涨、原... more
火了快一年的光通信产业链，到底是不是昙花一现？这一期，我们请来芯片系统工程师 Kevin好好聊一聊。
这大概是《十分吸引》开播75期以来最硬核的一期。
为什么今年资本市场都在站在光里？光模块又凭什么成了 AI 淘金热里的铲子？下一个风口在哪里？
今天我们一起把这条产业链从古到今，从上到下认真捋一遍。
⚠️ 温馨提示：本期内容仅为主播和嘉宾个人观点，不构成任何投资建议。节目中提及的所有公司及标的，仅作为案例分析，不做个股推荐。投资有风险，入市请独立判断，理性决策。
本期文字稿：光与电的游... more
硅谷各家公司在抢技术人才之外还在争抢哲学家，纽约联储失业率数据里，学计算机6.1%，学哲学的却只有3.2%。
为什么AI生成的内容越廉价，判断力和审美力反而越稀缺？
这一期我们决定抬头看看一位古典哲学家—康德：从康德的三大批判，聊到金观涛的真实性哲学，再回到市场与投资，试着回答一个大家可能都比较关心的问题，AI替代不了的到底是我们身上的哪一部分。
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最后征集：📍 本周六7月18日我们在深圳举办线下听友会，石磊石磊演讲主题《分裂... more
为什么这几年，世界更需要一场世界杯？GDP前10的国家，为什么有4家缺席？世界杯48支球队背后，代表什么样的经济形态？（p.s:本期节目录制于7月1日32强诞生后，上线于16强诞生后）
本届美加墨世界杯的48支正赛球队，也是一份浓缩的全球经济地图。中国、印度、意大利、俄罗斯这些GDP大国集体缺席，佛得角、海地这样的经济体却一路踢进正赛，战绩和经济体量几乎完全不挂钩。
本期节目是石磊做客雪球出品的《厚雪长波》，与主持人七一用48个参赛国视角，扫描一下全球经济：讨论了美加墨的产业绑定、欧洲老牌强... more
Reviews
- 石磊先生知识点很丰富，受益匪浅
太棒了，在厚雪长波听到的，过来关注，又多了可以学习的地方
Apple Podcasts5wendy0988Chinaa month ago - 最爱的播客
中文播客届最爱的财经博客！
Apple Podcasts5KxggykeggChina2 months ago - 请继续加油
小白即使无法完全听懂也很喜欢，保持学习逐渐能懂的，刚开始在其他平台也看到对敏姐的负面评价，敏姐肯定不是不懂，而是在替听众提问和总结。许多内容都会反复听，小白能学到很多，即使不在投资操作上体现，也很享受扩展认知的体验，感谢。
希望能一直保持苹果播客平台的更新，因为不是很习惯看太多评论，所以从2018年开始听播客这种形式的媒体，就很喜欢这边。
Apple Podcasts1不听xyzChina5 months ago - 敏姐和磊哥搭配的非常棒
感谢敏姐让我跟上磊哥的超级大脑，非常棒，继续加油
Apple Podcasts5yurichou522China5 months ago - 这个敏姐真是节目败笔
这个女生的声音到内容都是这档节目的败笔，可惜了石磊和有些不错的嘉宾了
Apple Podcasts1tjackie1234567890China8 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #70 | China/Business |
Apple Podcasts | #208 |  Hong Kong/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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十分吸引 launched 2 years ago and published 76 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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