欢迎来到由中金公司(CICC)中金研究院主持的播客节目。中金研究院(cgi.cicc.com)作为公司一级部门,研究院定位于新时代、新形势下的新型高高端智库,支持中国公共政策研究与决策,参与国际政策讨论和交流 more
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【本期内容】自2018年以来,国际竞争日益加剧,国际形势正在从全球化向逆全球化转变,中美经济脱钩和地缘政治紧张使得产业链面临新的挑战,贸易保护主义抬头导致全球产业布局出现重大不确定性。无论是半导体领域的供给短缺,还是关税壁垒的频繁出现,都显示出产业链正承受着安全冲击。因此如何应对全球化倒退趋势,保障产业链安全运行,已经成为我们必须深入思考的现实问题。 more
【本期内容】自2020年新冠疫情爆发以来,历经2021年全球需求反弹碰上低库存、弱生产、交通物流遇阻,供需失衡加剧,2022年俄乌冲突对能源、原材料和食品供给产生影响,全球产业链供应链遭受冲击,加剧了疫情和地缘政治对世界经济的影响,也带来了私人和公共部门对供给稳定的反思。中金公司研究部和中金研究院联合撰写了深度报告《大国产业链:新格局下的宏观与行业趋势》,围绕效率和安全两个维度,从宏观和产业、科技和政策、国内和国外多个层面,分析产业链发展面临的机遇和挑战。自今年3月新书发布以来,引起了广泛的社会... more
【本期内容】自从ChatGPT人工智能对话聊天机器人于2022年11月推出以来,AI技术引起了市场的持续高度关注。不仅如此,人们对这个领域的讨论也愈发热烈。中金公司持续关注AI技术及其行业已有很长时间,今天我们很荣幸邀请到了中金研究部计算机行业研究员于钟海老师加入我们的节目,一起深入探讨AI技术的应用在各类行业中的落地现状和未来展望。【本期嘉宾】于钟海 中金研究部 计算机行业研究员【本期主播】徐恩多 中金研究院左烜晅 中金研究院【时间轴】01:22AI的关注重点从模型侧向应用侧转移的一些情况06... more
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中金研究院 launched a year ago and published 24 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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