泰度Voice
华泰证券来自最前沿的声音，助你洞察先机。我们定期邀请来自华泰证券的分析师、投行专家、投资人、技术专家，与您共同探索真正的长期价值。
| Publishes | Monthly | Episodes | 32 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
在海外高端芯片出口管制的大环境下，以华为韬定律为代表的3DIC先进封装路线、DeepSeek系列国产大模型落地生根，从底层算力硬件到上层场景应用，国内AI产业链正在逐步探索自有的发展路径。产业技术的持续突破，在带动板块行情大幅走强的同时，也催生全民AI投资的热潮。然而，资金集中涌向AI赛道，低位板块却相对冷清，持有者在权衡止盈，观望者则在考量进场时机。如何平衡产业长期成长与短期市场波动、建立合理配置思路，已然成为当下投资的必修课。
作为《泰度Voice》第四季首期节目，本期将围绕AI产业发展实况... more
量化投资推动AI模型演进的同时，AI也在悄然改变量化投资的作业方式——从传统的因子工厂到AI建模的自动化现代工厂。在充满海量数据和低信噪比的金融市场，AI正在悄然掀起「算力换人力」的效率革命。端到端、通用底座、后训练等新技术范式层出不穷，技术在提升投资精准度、降低风险的同时，也推动着金融价值链的重构，而背后的技术变革也将进一步泛化，从而改变和赋能更多行业。
本期节目荣幸邀请到粤港澳大湾区数字经济研究院（简称IDEA）首席科学家、（署理）院长郭健，他将与华泰证券研究所电子与计算机行业首席研究员谢春... more
在大模型技术迅速崛起的背景下，人工智能深度重塑全球产业格局。当前，AI产业正处于从训练到应用的关键转折期，企业加大基础设施投入的同时积极拓展应用场景，产业重心也从底层算力向智能终端、行业解决方案等方向转移。在产业演进过程中，中国企业在算法优化、场景创新等方面展现出独特优势，新一代AI硬件和AI应用正在涌现。随之而来，AI焦虑在各行各业的赋能中逐渐具象化，人工智能正在从单一功能走向对个人综合赋能，进而重构未来人机交互范式和组织形态。
在DeepSeek发布开源模型R1前不久，《泰度Voice》举办... more
近年来，中国消费市场呈现出结构性分化的特征，从供给侧看，新消费品牌不断推陈出新，供应链效率持续提升；从需求侧看，消费者对产品性价比和情绪价值的诉求并存。与此同时，消费者对价格的敏感度提升，品牌溢价被重新定义，情绪价值和体验消费的需求却在不断攀升。这种看似矛盾的现象背后，反映出消费者在应对经济环境变化时更趋理性，也体现了新一代消费群体对品质生活的持续追求。
2025年新春之际，《泰度Voice》首次举办年度线下沙龙，围绕“消费”和“科技”两大关键变量展开对话。本期节目来自消费圆桌对话环节，探讨“从... more
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Reviews
- 主持人业务素养糟糕
S3E2主持人一直嗯嗯啊啊，听感太差了，你自己听听看，简直没法听下去
Apple Podcasts1Cliff0819
United Kingdom2 years ago - 内容浅显，准备不足，不太像专业券商。
嘉宾非常的水，不明白一个专家的观点，引用的论文都是“有一个论文”说了什么，来源是什么也不知道。似乎是听到一些互联网新闻，没搞懂，就拿来作为节目的谈资。
不明白一个专业的券商的节目，为什么表现的像一个民科讨论。
和中金的podcast差距甚大。
Apple Podcasts2Jasonup2023
United States3 years ago - 挺不错的，学到了很多！
(ᇂ_ᇂ|||)就是为啥不更新了！
Apple Podcasts5喵了个咩咩咩咩嘿China4 years ago - 分析师的立场很奇怪
不是就事论事，而是看未来多么好。不痛不痒，为了让大家都去做证券投资？
Apple Podcasts2lllt_love_9China4 years ago - 每期选题的质量不太稳定
虽然还只更新了四期，但可以看得出来选题非常散，看第一期的时候和看播客名称，还以为是偏研究的，宏观也好行业研究也好，怎么也都比职业选择这种话题有用….听了就能给offer还是怎么的，靠60分钟不到的时间指望输出什么价值观或择业就业建议呢🙄️
Apple Podcasts3vivibelongChina4 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #193 | China/Business |
Apple Podcasts | #242 |  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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How many episodes of 泰度Voice are there?
泰度Voice launched 5 years ago and published 32 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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