
「知本论」是由中信书院打造的首档商业财经知识播客。 当认知世界的旧脚本失效,我们用知识重构新大陆的坐标。 在这里,我们会和财经商业领域的国内外大咖、有趣有料的嘉宾、能带来启发的专业人士、行业创新者等,一起聊聊财富流向、产业浪潮、商业趋势、企业兴衰,也分享鲜活生动的人物故事。 我们也会时不时进行一些新尝试,如视频播客、线下“亲友会”等。节目每周更新,希望与你一道,用经济学的眼光,过更富足的人生。
| Publishes | Weekly | Episodes | 159 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessSociety & Culture |

今年,科技股成为市场焦点。AI、算力、半导体轮番走强,又经历大起大落。有人借助行情收获满满,也有人看着股价上蹿下跳心里犯嘀咕:科技股就像坐过山车,涨的时候让人心动,跌的时候又让人心慌。
经历过互联网时代的投资者,总会下意识拿历史做对比;不少朋友调侃,现在选 AI 标的全靠碰运气。还有人提出疑问:大趋势面前估值已经没用,这话到底靠谱吗?如今的 AI 浪潮,和多年前的互联网泡沫真的能画上等号吗?全球科技板块集体火热,A 股又处在怎样的位置?
由中信出版·中信书院·《证券市场周刊》联合出品,工银瑞... more
AI的尽头是算力,而算力的尽头是电力。
你我执笔,共绘未来。本期系“未来产业”系列深度对话第二期节目,聊聊新能源。
新能源,曾是A股上一轮牛市的主角。在经历上一轮“过山车”般的行情后,如今油价飙升、全球多地闹电荒,新能源板块再度回暖,也让不少人纠结:
一方面觉得:“新能源不是 21 年已经炒过一轮了吗?”
另一方面又隐隐感觉:“AI + 新能源,这次似乎不太一样。”
当下全球正在上演一场能源大变局:中东地缘冲突持续扰动原油供给,油价高位震荡,各国的能源安全焦虑从纸面落到行动;另一边 A... more
你我执笔,共绘未来。本期系“未来产业”系列深度对话首期节目,聊聊新消费。
当平价咖啡与演唱会内场票、临期食品与帝王蟹,同时出现在同一个人的消费清单里,我们正身处一场彻底重构的消费革命。
曾经,消费是身份的勋章,人们为 logo、面子一掷千金;如今,年轻人集体拒交 “身份税”,消费走向分化:炫耀式消费退场,悦己体验与情绪价值站上C位。从多巴胺驱动的炫耀狂欢,转向血清素主导的内在满足,新消费正经历全方位洗牌。
狂热褪去,市场陷入迷茫:
网红品牌批量退潮、股价与业绩背离,新消费是资本炒作的伪风... more
本期对话硅谷科技调查记者郝珂灵 Karen Hao,她历时近六年追踪 OpenAI。
5 月 18 日,加州旧金山高等法院。马斯克与山姆·奥特曼持续了 18 个月的 "世纪诉讼"落幕。
这场官司,不仅牵动着 8520 亿美元估值的全球最贵私有企业的命运,更将 OpenAI 成立 11 年来最核心的矛盾 ——科技理想与资本博弈,赤裸裸地展现在了全世界面前。
就在判决结果公布的前一天,OpenAI 向 SEC 提交了 IPO 招股书的保密文件,计划在今年第四季度登陆纳斯达克,目标估值 1.2 ... more
节目组是没钱买设备么?
建议更换主播,太不专业了。
老外听上去是靠提前沟通提纲在补,这种访谈还是中文然后外挂软件同步翻译吧
就是主持人怎么有点着急😣然后声音感觉是在一个空间里不是很舒服,应该是麦的问题还是怎么样!但是依旧给五星吧……希望改进!n
2.7那一期开头的杂音就不能去一去?吓死人,耳机党吓一跳
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #52 | |
Apple Podcasts | #78 |
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知本论 launched 3 years ago and published 159 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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