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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。

PublishesMonthlyEpisodes32Founded4 years ago
Language
ZH-CN
Categories
BusinessManagement

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Artwork for 泰度Voice

Latest Episodes

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... 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》... 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... more

时值岁未年初,【泰度 VOICE】于1月 18 日在上海陆家嘴举办首次线下听友会。活动将围绕消费和科技两大主题展开圆桌讨论,邀请华泰证券首席行业分析师与一二级市场投资人、移动互联网及人工智能从业者、资深媒体人和播客圈内人进行对话交流。

诚邀泰度的新老朋友线下见面,报名请扫二维码。因线下场地有限,报名审核通过后将通过短信发送活动地址。

随着大模型的迅速崛起,AI与可穿戴设备的融合成为科技产业新的风口。作为人类最早也最普及的穿戴设备,眼镜天然具备便携、第一视角感知等优势。从电子产品发展历程来看... more

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Reviews

2.9 out of 5 stars from 463 ratings
  • 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 Podcasts
    1
    Cliff0819
    United Kingdoma year 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 Podcasts
    2
    Jasonup2023
    United States3 years ago
  • 挺不错的,学到了很多!

    (ᇂ_ᇂ|||)就是为啥不更新了!

    Apple Podcasts
    5
    喵了个咩咩咩咩嘿
    China3 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 Podcasts
    2
    lllt_love_9
    China3 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 Podcasts
    3
    vivibelong
    China3 years ago

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#197
France/Business/Management
Apple Podcasts
#27
China/Business/Management
Apple Podcasts
#154
Hong Kong/Business/Management
Apple Podcasts
#187
Argentina/Business/Management
Apple Podcasts
#226
Singapore/Business/Management
Apple Podcasts
#247
China/Business

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Gender SkewLocationInterests
ProfessionsAge RangeHousehold Income
Social Media Reach

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To see how many followers or subscribers 泰度Voice has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to 泰度Voice?

These podcasts share a similar audience with 泰度Voice:

1. 商业就是这样
2. 声动早咖啡
3. 起朱楼宴宾客
4. 疯投圈
5. 知行小酒馆

How many episodes of 泰度Voice are there?

泰度Voice launched 4 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.

How do I contact 泰度Voice?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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