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 |
Listen to this Podcast
Latest Episodes
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
9月油价破百，8月CPI、PPI环比上涨，GDP平减指数连续12个季度负值后首次回正，可体感为什么还是冷的？
这期用钱与货两条线索，从物价到信用派生，从宏观数据拆到汽车行业，给出一个答案。
⚠️ 温馨提示：本期内容仅为主播个人观点，不构成任何投资建议。
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本期隆重推荐：
吸引子attractor Skill上线！
在节目270万字语料库的基础上接入51个宏观结构化指标，动态监控关键路标。
不是荐股软件，不是算命先生，... more
8月28日晚上10点，美联储主席凯文·沃什亮相杰克逊霍尔全球央行年会，发表了他的年会首次演讲，题目叫《我们所处的时代》（In Our Time）。
很多听友都很关心凯文·沃什这次发言，也很想知道如何解读？又对接下来的资本市场有什么影响？
所以这期我们来梳理一下：沃什这次讲话到底在释放什么信号？美债利率为什么涨、根源在哪？黄金为什么会涨？又为什么会跌？
温馨提示：本期内容仅为主播个人观点，不构成任何投资建议。
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本期主播：... 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 Podcasts5wendy0988China3 months ago - 最爱的播客
中文播客届最爱的财经博客！
Apple Podcasts5KxggykeggChina3 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 Podcasts5yurichou522China7 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 Podcasts1tjackie1234567890China10 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #43 | China/Business |
Apple Podcasts | #135 |  Hong Kong/Business |
Apple Podcasts | #236 |  Denmark/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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