知本论
知本论「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 | 161 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Society & CultureBusiness |
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Latest Episodes
本期节目由《知本论》联合《财经》播客共创，我们聊聊被戏称为今年“地表最强股市”的韩股。
KOSPI 指数一年涨幅超 160%，5200 万人口开出 1 亿个股票账户，全民加杠杆冲进权益市场；转头又因 AI 叙事松动单日暴跌，触发全市场熔断。
其中，表现最亮眼的SK海力士，员工人均年终奖超 600 万人民币，公司工装一跃成为韩国相亲市场的 “顶级通行证”。
2026 年的韩国股市，像一场被 AI 浪潮点燃的资本狂欢，也像一面被放大的镜子，照见了产业跃迁、资本博弈与社会情绪的所有褶皱。它不止是... more
本期节目，我们聊聊创新药。
有两股趋势值得关注。
首先，2026年上半年，中国创新药出海再次刷新市场认知。
今年前 5 个月，国内创新药海外授权总额已经达到 894 亿美元。其中一季度对外授权 34 项、首付款 33.8 亿美元，两项数据都创历史新高。
一个最直观的变化就是，中国药企不仅仅只是将项目卖到海外，而在全球研发链条里开始占据更加靠前的位置。在ASCO 2026年会上，中国研究入选 94 项口头报告、13 项 LBA。要知道，这是这个全球顶级肿瘤学术会议成立 90 年来，第一次有... more
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
Reviews
- 节目不错，收音太差
节目组是没钱买设备么？
Apple Podcasts3山崖下面是海China2 months ago - 建议更换主播
建议更换主播，太不专业了。
Apple Podcasts1Joanna·XJChina3 months ago - 最新一期女支持的英语是灾难
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
Apple Podcasts1ziku zhuChinaa year ago - 天呐！内容都很好
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
Apple Podcasts5kimi和墩墩Chinaa year ago - 制作不完美，杂音很大
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
Apple Podcasts2君宝宝宝宝宝宝宝Chinaa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #61 | China/Business |
Apple Podcasts | #198 |  Singapore/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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知本论 launched 4 years ago and published 161 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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