投知君君
投知君君大家好，我是节目主理人君君，工科博士，曾任国立科研机构副研究员， 作为核心成员参与集成电路领域两次初创创业，早一批国产芯片创业，后转行从事海外对冲基金行业，负责中国市场宏观和策略研究工作 【投知君君】是一档用客观的金融视角解读世界底层逻辑的播客，希望能做好金融投资科普，帮助更多人理解投资，理解底层资产，做好资产配置 也欢迎听众朋友搜索添加我的微信：touzhijunjun，聊聊你的看法。
| Publishes | Weekly | Episodes | 69 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Society & Culture |
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本期节目录制于25年12月5日，请君君老师谈一下字节手机发布，以及字节整体的AI发展战略。
字节将手机作为“端侧AI代理”的试验场，通过开放系统权限，在真实设备上训练和优化AI智能体跨应用调度与执行任务的能力。以此解决端侧算力瓶颈，探索下一代高效人机交互的可行架构。
AI智能端侧时代来临，普通投资者该坚持怎样的投资策略？我们一起听听君君老师看法：
字节“开发者手机”深度解析与投资建议
第一部分：产品本质——这不是手机，而是“生态手术刀”
（1）核心定位：开发者专用“工矿机”
性质：非... more
本期节目录制于25年11月26日，请君君老师谈一下双创市场（创业板和科创板）中机构与散户的投资和认知差异。
尽管双创市场看似相似，但机构和散户在持仓风格、资金构成、风险偏好等方面存在显著差异。机构更偏好于具有明确外需导向的优秀制造业企业，如宁德阳光、旭创等，而散户则更倾向于追求高波动和高收益的短期机会。
“双创牛”环境下，普通投资者该坚持怎样的投资策略？我们一起听听君君老师看法：
创业板与科创板的差异及投资策略分析
一、双创指数的核心差异
（1）权重成分股的区别
创业板的核心权重股包... more
本期节目录制于25年11月18日，请君君老师来分享一下AI算力缺电与光伏产业的机遇。
当前美国AI算力爆发式增长正面临电力基础设施的硬约束，审批复杂、成本高企。
这一瓶颈催生了潜在的“特区式”解决方案：通过跨州合作与政策豁免，构建以光伏、储能、燃气等为核心的复合微电网。这为中国新能源企业（如光伏、储能）通过产能本地化（如墨西哥）切入美国市场提供了结构性机会。
可能成为国内光伏板块投资与发展的新窗口。
这种环境下普通投资者该怎么办？我们一起听听君君老师看法：
一、AI算力需求与电力基础... more
本期节目录制于25年11月4日，请君君老师来分享一下A股再度站上4000点以后的情况。
机构主导、量化主导的新格局：这一轮牛市，散户该怎么跟
量化资金凭借无情绪、多线程计算优势快速崛起，而主观多头机构节节败退。市场主线围绕全球科技与资源品展开，但中国缺乏定价权，资产认知门槛高，导致散户参与感弱。
这种环境下普通投资者该怎么办？我们一起听听君君老师看法：
一、市场资金结构变化与量化主导
1、量化资金崛起与主观机构颓势：2023年AI赛道出现、新能源产能过剩，老赛道基金开始割肉；2024... more
Reviews
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深入浅出，对自己认知的提升帮助很大。
Apple Podcasts5whang828282China10 months ago
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