
在这里,您关心的、好奇的、困惑的投资理财问题,就是我们想聊的话题! 投资是一件需要慢慢来的事,它没有统一标准答案,适合自己的才是最好的。我们希望陪伴您在这趟旅程中,解决当下的问题、理解多元的世界、收获认知的成长,找到每个人在财富世界里的稳定内核。
| Publishes | Twice monthly | Episodes | 44 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

前两天以黄金、白银为代表的贵金属抛售潮让不少投资者直呼很受伤,2026年第一个“灰天鹅”竟来的如此突然,好在今天回了波血。对于投资者来说,如果没能“卖在人声鼎沸时”,“买在无人问津处”就显得尤为可贵。
港股——这个相对没那么热闹的板块——凭借低估值和高性价比等优势,在当下市场提供了一个不错的投资选择。本期我们邀请到中欧基金价值派基金经理罗佳明与《华尔街见闻》常务副总编辑周宏,一起聊聊港股投资这个常聊常新的话题。
罗佳明与价值投资的缘分由来已久,从求学到职业生涯,他在香港呆了18年。而在港股市... more
开年以来,在一众市场热点中,有色金属板块格外瞩目,2025年全年涨幅接近翻倍,在所有申万一级行业指数中位列第一,今年也持续领跑,表现相当硬核。这轮有色行情背后的支撑,究竟是什么?
今天,我们想从全球「缺电」这个很少被充分讨论的变量说起,聊聊资源品投资的逻辑。中欧基金权益研究部副总监、基金经理任飞深耕周期研究十年,他近期反复强调一个观点:我们可能正站在一场持续数年的全球结构性缺电周期的起点,这对资源品投资而言意义重大。
从美国、中东到东南亚,AI 数据中心的爆发式用电,加之资源安全背景下的再工... more
在上一期节目中,我们邀请到中欧基金价值组负责人蓝小康,与《华尔街见闻》常务副总编辑周宏一起为我们解答了当下市场的常见困惑。本期,我们继续邀请到中欧基金价值派两位基金经理——吉翔和付倍佳,再聊永不过时的价值投资。
2013年,一家开在大学旁的小店和一辆繁忙的自行车,开启了吉翔商业认知的起点——没有平台,没有捷径,只有一份份亲手送达的订单。正是这段经历,让他触摸到生意最真实的脉搏:现金流、供应链、客户需求,也让他读懂了价值投资最精华的智慧:买股票就是买公司。
同样是2013年,还在读大二的付倍佳... more
2026年悄然降临,我们习惯在岁末回望总结,也渴望站在又一年的起点找寻新认知。过去一年,市场情绪高昂,资金热衷成长风格,然而正如每次成长风格占据上风,价值投资是否失效的质疑不绝于耳。也有人好奇,「价值派」的投资人是如何在喧嚣中捕捉决策的信号?
今天,我们邀请到中欧基金价值组负责人蓝小康,对话《华尔街见闻》常务副总编辑周宏。两人从当下市场常见的困惑切入:为何二级市场水温与经济水温之间似乎存在着「温差」?
在将近两小时的对谈中,他们很少从短期市场出发,而是把视角放在更宏大的尺度上:中国经济新旧动... more
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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Apple Podcasts | #206 |
Listeners, social reach, demographics and more for this podcast.
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中欧基金 launched 2 years ago and published 44 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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