
「时语晨光」是一档由文化商业领域连续创业者新龙主持的专业播客节目,专注于商业趋势、社会变革与职业发展探索。新龙具备多重专业身份:企业创始人、CEO、文化商业顾问,同时也是「走,出海去」等播客节目的主理人。在多年的职业发展与创业历程中,新龙不断突破传统界限,挑战自我,树立了鲜明的个人特质——跨文化商业观察者、创业引领者和全球化视野的实践者。他的经历与故事,体现了持续成长的动力与对未来的深入思考。 在「时语晨光」,新龙将通过系统性的思考与探讨,与听众共同解析全球商业新趋势、市场变革和行业发展方向。每期节目以15分钟为限,为听众营造一个富有深度与洞察的对话空间,共同探讨商业、社会发展与职业生涯等议题。 本节目由播客厂牌「时语拾光」Timeless Resonance Studio制作出品。 欢迎加入「时语晨光」的社群:添加小助理微信:hdtalk,报暗号”晨光”即可加入。
| Publishes | Daily | Episodes | 442 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | Business NewsDaily NewsNews |

晨间简报·第三十一集|当钱不再稀缺,AI行业开始重新学习怎么花钱
📍 简介
2026年8月14日,中国市值最高的上市公司换了一个名字。
8月13日收盘,长鑫科技总市值达到3.5367万亿元,超过腾讯按当日汇率折算后的市值,登上中国上市公司市值榜首。几乎同一时间,中芯国际交出收入同比增长36.06%、毛利率升至25.3%的二季度成绩单。
这不只是两家芯片公司的故事。
当AI继续把资本推向存储、晶圆制造、服务器和数据中心,另一些公司却开始做出一个看似相反的选择:不再什么都自己买,而是租。... more
深度解码|从Manus恢复独立、林俊旸重新创业,到姆巴佩持股与TikTok重组:资源可以借来,最后的决定权不能外包
📍 简介
不到八个月前,Manus被Meta以超过20亿美元收入旗下。
如今,它又准备恢复独立运营。
几乎在同一个时间点,曾经带领Qwen走向全球开源社区、32岁晋升阿里P10的林俊旸,也正式公布了自己的新公司Pragmatik Labs。
一个卖掉公司之后重新拿回来,一个离开大公司之后重新创业。
表面上,这是两个AI行业里的重新出发;但如果把它们放在一起,会发现真... more
晨间简报·第三十集|成本、体验、数据与资本,企业正在重新寻找下一轮竞争壁垒
📍 简介
一杯星巴克,究竟买到的是咖啡,还是一张能够坐下来的椅子?
2026年8月11日,围绕星巴克中国恰好出现了两条方向不同、却彼此呼应的消息:一边,新的供应链改革正在酝酿,牛奶、烘焙、纸杯、抹茶粉甚至咖啡豆,都可能进一步本土化,业内人士给出的降本空间高达30%至40%;另一边,越来越多付费消费者开始抱怨,自己买了咖啡,却在门店里找不到座位。
一家公司的两本账,由此同时摊开:成本还能压低多少,体验又值多少钱?... more
晨间简报·第二十九集|从人民币升破6.75、宇树万分之1.8的中签率,到香港一张床与苹果寻找第四家DRAM供应商,稀缺正在重新决定价格与议价权
📍 简介
2026年8月11日,今天的晨间简报从几个相距很远的数字开始。
6.7435,是人民币对美元在岸汇率刷新三年半盘中新高;0.01809759%,是宇树科技公布的最终网上中签率;0.5%和3.5%,分别是7月CPI和PPI的同比涨幅;8000亿日元,则是日本存储芯片厂商铠侠刚刚宣布的股票回购上限。
这些数字表面上属于汇率、新股、物价和半... more
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时语晨光 launched 2 years ago and published 442 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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