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 | 65 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Category | Business |
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Latest Episodes
美国中期选举将于11月3日举行，市场再次把目光投向政策变化。油价在高位波动，黄金却承受利率预期的压力：同样面对不确定性，为什么这两类资产会走出不同的节奏？
油价涨了，通胀会不会更难降？黄金回调，是短期技术性的抛压，还是长期配置逻辑发生了变化？AI带来的新需求，又会把哪些资源推向聚光灯下？
本期节目，我们邀请到在周期商品研究领域有近20年经验的中欧基金周期组基金经理叶培培，沿着金融属性、实物供需和地缘溢价这三条线，聊清油价、黄金与资源股背后的不同逻辑：
· 油价的地缘溢价与低库存，如何影响通... more
提到量化投资，很多人的第一反应可能是模型、因子、算法，甚至是一群数学和计算机高手，用机器去寻找市场里的定价偏差。
但如果把时间拉长，会发现「量化投资」其实一直在变化。
二十年前，洗干净一份数据本身就是优势；后来，从多因子走向基本面量化，再到多周期、多策略、低相关，量化开始用越来越多的维度理解股票定价。
再往后，这些策略还要真正装进产品里。
从基金经理的“集体智慧”，到全指增强，再到“反向固收+”，量化关注的也开始从“能不能赚到超额”，延伸到一个普通投资者更关心的问题：这个Alpha能不能... more
国庆将至，先祝所有听众朋友们节日快乐！
三季度进入尾声，虽市场震荡不减，但我们仍能在结构性分化中找到值得关注的方向。比如上周，中美高层会谈落下帷幕，双方在人工智能领域释放出新的合作信号。
中美在芯片、算力等领域的竞争仍会持续，但围绕人工智能风险治理的沟通机制，也让市场重新审视全球科技产业链未来的竞争与协作。
过去两年，在全球科技博弈的大背景下，国内和海外科技板块虽然节奏不同，但都走出了自己的主线。尤其是站在9月末这个时间节点回首过去两年，一系列政策信号集中释放，市场逐渐回暖。
所以我们看... more
北京时间9月17日凌晨，美联储宣布了近三年来的首次加息，并释放今年底再加息一次的信号。作为全球资产定价的关键锚点，美联储的每一次政策摆动，都会牵动汇率、股市、大宗商品等几乎所有资产的走势。
事实上，在8月底的杰克逊霍尔年会后，这轮加息的预期就已经开始被市场提前消化了。如今靴子落地，市场焦点也顺势切换到了下一个问题：这只是一次性调整，还是新一轮收缩周期的开端？
对国内市场而言，这轮加息预期的起落，也是最重要外部因素之一。回看今年以来，上半年AI走出独立趋势，市场极致分化。但进入下半年后，随着科... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #192 | China/Top Podcasts |
Apple Podcasts | #17 | China/Business |
Apple Podcasts | #161 |  Hong Kong/Business |
Apple Podcasts | #232 |  Singapore/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 65 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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