
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
从宏观策略到二级市场,从行业赛道到商业故事:这是一档聚焦经济金融、公共政策、行业前沿的播客;这也是一场研究员之间的炉边漫谈,用一杯咖啡的时间,分享研究过程中的发现,聆听行业翘楚的洞见。
我们也更希望听到你们的声音:你最希望在播客中听到什么样的内容?也欢迎大家在评论区给我们留言!
更多的前沿观察请关注我们的公众号:中金研究院 或 中金点睛
| Publishes | Twice monthly | Episodes | 59 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusinessManagement |

【本期内容】本期节目是新系列《双循环新格局》的第二期。
在上一期节目中,彭文生博士从"规模经济"这条线索,谈了双循环的整体框架;这一期,我们把镜头聚焦到外循环最直接的载体——贸易。
今天的嘉宾是中金研究院宏观经济团队负责人、董事总经理赵扬博士。这期节目里,他讲了中国出口结构这些年的变化——从劳动密集型产品到中高技术产品占六成以上,从单纯的产品贸易到服务贸易、数字化交付;也谈到企业出海对国内就业和收入的影响,以及一个更根本的问题:中国这一轮持续了近二十年的"超级投资周期"是不是快到尾声了,未来靠什... more
【本期内容】本期节目的嘉宾是上海交通大学上海高级金融学院实践教授,高金智库首席经济学家、中金研究院原院长彭文生博士。《双循环新格局》是彭文生博士退休前带领中金研究院完成的最新一本研究成果,也是我们今天要聊的主题。他将从"规模经济"出发,解读中国出口的韧性、AI带来的深层变革,以及内需修复的关键所在;聊到最后,也谈了谈六年研究院工作的感受,以及退休后的打算。
本期节目的主持人是中金研究院执行院长、研究部执行负责人吴慧敏博士。接下来,我们一起收听这场对话。
【本期嘉宾】彭文生上海交通大学上海高级金... more
中金机器人播客 池晓威:从语言智能到空间智能,世界模型的数据革命
欢迎来到中金机器人播客!本期的播客嘉宾是莫刻机器人联合创始人池晓威博士。
【本期主播】
周子彭 中金研究院执行总经理、创新经济团队负责人
【本期时间线】
00:01:48 物理智能,究竟是什么?00:22:07 世界模型的三条路线:机器如何表征物理世界?00:39:15 数据决定上限:视频、动作与触觉如何规模化?00:59:38 从模型到系统:Agent、长序列与Harness01:05:06 人形,是终点还是训练接... more
中金机器人播客 晋英杰:机器人“繁荣”之后会留下什么?新型VC、非共识与创业者
欢迎来到中金机器人播客!本期的播客嘉宾是头部加速器行研负责人晋英杰。
【本期主播】周子彭 中金研究院执行总经理、创新经济团队负责人
【本期时间线】00:01:46 从学生论坛到寻找中国的OpenAI,一段投资人的成长之路00:05:52 硬科技孵化不能只投钱,还要给算力、人才和判断力00:12:21 算力缺口大,垂类公司必须靠独有数据建立壁垒00:16:13 Coding只是第一步,AI还将大幅扩展生产力0... more
圈钱工具
可以在优化下,听起来有点难受
我本来兴致勃勃 越听越不可置信了 这教授真做过田野调查吗 农村老人保障一万八美金 到底是谁在领?别说农村 城市里也很少有这个水平吧
这一期其实我觉得真的有点过于理想化了,了解真实的农村状态吗
感觉这期嘉宾完全是把人资源化
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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