中欧基金
中欧基金这里是《中欧基金》播客，一档聚焦长期投资的深度对话栏目。在这里，你关心的投资理财问题，就是我们想认真聊一聊的话题。愿投资路上，我们陪伴常在。 如果你对节目有任何建议，欢迎在微信公众号《中欧基金》给我们留言。
| Publishes | Twice monthly | Episodes | 57 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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本期是一期特别栏目，对话中欧基金X南方周末《种时光的人》第四季第四期主人公——
上海城市交响乐团团长、天使知音沙龙创始人、音乐慈善人曹小夏。
这是一个关于长期主义的故事：18年坚持做一件事，“不是治疗，不是治愈，而是改变。”
第一次开口说“早上好”，第一次把爸爸的咖啡杯放到桌上，第一次独自走上舞台，第一次对陌生人说“你好，欢迎光临”……这些在普通人生活里再寻常不过的瞬间，对于自闭症孩子和他们的家庭来说，常常意味着要翻过一座大山。
而很多改变，最初只是从“听见”开始。
曹小夏记得，父亲曹... more
「你要站在光里，不要光站在那里。」可能是近期资本市场最火的段子之一，这里的「光」，指的就是光模块。今年以来，光模块（CPO）指数已经翻倍（数据来源：Wind，截至2026/6/5），从上市公司一季报中可以看出，许多光模块厂商确实有着实打实的业绩支撑。
随着AI技术和应用的狂飙突进，算力需求激增已成共识，但光模块何以成为整个算力板块中“持续通胀”的黄金环节，背后有哪些特别的叙事？对于想要「追光」的投资者，当前的市场高估了吗？
本期节目，我们邀请到了中欧科技战队研究员虞锦源，围绕13个核心问题，... more
过去很多年，中国芯片产业的发展，总带着一种强烈的紧迫感。尤其是2018年之后，随着技术封锁和供应链限制出现，“芯片”从一个专业话题，变成了大众都关心的国家战略产业。
那几年，我们反复听到先进制程、光刻机、7纳米、5纳米、EUV……几乎所有讨论最终都会回到同一个问题：中国什么时候能追上最先进的芯片制造水平？
但后来大家逐渐意识到，如果只是沿着别人走过的路追赶，很难真正掌握主动权。更重要的是，支撑全球半导体产业60多年的摩尔定律，也正在逼近物理和成本的双重边界。
所以真正值得追问的是：如果不能... more
过去几年，全球经济的剧本一直在反转。
我们经历了疫情对供应链的冲击，经历了各国央行的暴力加息，也经历了AI技术的爆发。与此同时，一个重要变化正在发生：全球主要经济体都在重新把“制造业”放回C位。
美国在推进再工业化，中国在从地产、消费驱动转向制造业驱动，欧洲、东南亚、中东也在加码布局自己的工业产能——全球仿佛进入了一场新的“工厂竞赛”。
上周特朗普访华结束，关税战降温、200家波音飞机和芯片、天然气贸易推进…时隔9年，两个制造业大国再度碰撞出火花。
本期节目，我们邀请到中欧基金权益研究部... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #228 | China/Top Podcasts |
Apple Podcasts | #19 | China/Business |
Apple Podcasts | #58 |  Hong Kong/Business |
Apple Podcasts | #190 |  Singapore/Business |
Apple Podcasts | #248 |  South Korea/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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中欧基金 launched 2 years ago and published 57 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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