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 | 55 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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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
昨晚，美国总统特朗普抵达北京，开启了时隔9年的访华之旅。中美双方会晤的背后，有着多方现实层面和战略角度的考量，尤其是在地缘政治方面，中东地缘冲突的走势很大程度上决定了原油的价格，从而传导到化工、能源等诸多行业。
今年一季度，国内化工企业交出了一份亮眼答卷，净利润是去年四季度的两倍还多。（指数为基础化工行业801030.SL，数据来源Wind）不过，现在的化工板块，似乎越来越让人“看不懂”了。
一方面，化工指数（931111.CSI，2026/1/1-2026/5/13，排名13/32，数据来... more
你可能也会有这种感受：想完全跟上AI的迭代速度，似乎变得越来越困难。
一个功能还没用熟，更强的版本已经发布；一个话题还没完全理解，下一个热点又开始刷屏。从AI Agent、Coding工具，到前不久的人形机器人马拉松，AI的技术演进可谓「一日千里」。
但热闹之下，隐藏着更为关键的问题：当前AI的能力边界究竟推进到了哪里，未来可能进化成什么形态？对普通人的工作、生活会产生哪些具体影响？在AI「日更」的技术演进中，哪些产业的不可替代性更强？哪些细分赛道又更具投资确定性？
坐镇本期节目的两位分享... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #173 |  Canada/Business |
Apple Podcasts | #122 | China/Top Podcasts |
Apple Podcasts | #171 |  Hong Kong/Top Podcasts |
Apple Podcasts | #223 |  Singapore/Top Podcasts |
Apple Podcasts | #12 | China/Business |
Apple Podcasts | #26 | Hong Kong/Business |
Apple Podcasts | #41 | Singapore/Business |
Apple Podcasts | #124 |  South Korea/Business |
Apple Podcasts | #183 |  Ireland/Business |
Apple Podcasts | #186 |  Spain/Business |
Apple Podcasts | #220 |  Netherlands/Business |
Apple Podcasts | #249 |  Austria/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 55 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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