十分吸引
敏-姐系统化洞察 多元化适应
| Publishes | Weekly | Episodes | 78 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Category | Business |
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Latest Episodes
本期为《货币秩序与大国博弈》系列第一期。
美元如今牢牢占据全球贸易与储备货币的核心位置，但它的霸权并非一蹴而就：
1907年恐慌倒逼美联储诞生，一战扭转全球债权格局，30年代大萧条脱钩金本位，二战后的布雷顿森林完成制度确权。
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本期主播：敏姐
• 微信公众号《刘敏的咖啡馆》
• 小红书：敏姐attractor
本期文字稿：
• 《美元王座之路： 1907年的恐慌（连载一）》
• 《美元王座之路：美联储诞生（连载二... more
中国的便利店数量全球第一，20.8万家，比美国还多出5.6万家；另外，这些年全国大街小巷零食量贩店遍地开花，同一个街区，便利店和零食量贩店比邻而居，价格差异巨大却共存。
在两套生意模型背后，藏着什么样的商业逻辑？开一家便利店或者零食量贩店能赚钱吗？
这一期我们请来老朋友孙悦，从便利店、零食量贩店一路聊到Costco、蜜雪和古茗，想从便利店看看中国零售商业模式的转变，以及真正有价值的零售生意到底应该是什么样子。
免责声明：本节目内容仅为信息分享与逻辑推演，不构成任何投资建议。市场有风险，投资... more
美联储加息，人民币为什么越涨越猛？美元指数站上101，人民币升破6.7，两边一起涨，到底是什么原因？
这期单口把全球货币秩序从头捋一遍：拉美危机、亚洲金融风暴，为什么都踩着美元周期的韵脚？
美债收益率创19年新高，美股上涨靠什么撑着？
人民币升值是谁在换汇？又有哪些企业受损？
在货币秩序松动的大变局里，我们该盯住什么路标？
美元走强，是今年所有大类资产、所有配置策略当中最重要的一件事，没有之一。
免责声明：本节目内容仅为信息分享与逻辑推演，不构成任何投资建议。市场有风险，投资需谨慎。... more
9月1日G20科技部长会议，马斯克警告说：电力供应不足正成为AI发展的核心瓶颈；预计2027年AI芯片至少面临15吉瓦电力缺口。
这中间的根本矛盾在增速失衡：AI芯片年增40%至50%，中国以外电力年增仅10%至20%。
所以，在拼算法、拼芯片之后，人工智能的竞争进入拼电力的竞争；资本也正从比特世界流向瓦特世界，电从成本项变成资产项，数据也已经证明：电费已占数据中心运营成本60%至80%。
这一期，我们与清华四川能源互联网研究院院长蔡元纪、绿色和平气候与能源项目主任舒意雯，一起把这场能源与... more
Reviews
- 普通人没关系
即使通胀你有钱消费吗？消费掉的钱和通胀率的关系？
Apple Podcasts3MIMIyizhiChina3 months ago - 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 Podcasts5wendy0988China4 months ago - 最爱的播客
中文播客届最爱的财经博客！
Apple Podcasts5KxggykeggChina4 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xyzChina7 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 Podcasts5yurichou522China8 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #52 | China/Business |
Apple Podcasts | #108 |  Indonesia/Business |
Apple Podcasts | #229 |  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 78 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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