汇聚行业专家，中金财富倾力打造的旗舰音频栏目。陪你一起，读懂市场。每周更新，欢迎订阅。
Podcast Overview
汇聚行业专家，中金财富倾力打造的旗舰音频栏目。陪你一起，读懂市场。每周更新，欢迎订阅。
Language
🇨🇳
Publishing Since
9/7/2023
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Recent Episodes
June 11, 2026
EP148 对话华泰柏瑞尤家妤：科技投资的“变”与“升”
📈【本期内容】<br>投资者如何理解，AI泡沫说”和“AI末日论”?<br>什么是“HALO资产”，在资产配置中扮演什么角色？<br>AI的“五层蛋糕”是什么？<br>❤️【本期嘉宾】<br>尤家妤 华泰柏瑞科创创业人工智能ETF基金经理<br>执业编号：A20210414001186<br>🔻【主持人】<br>李治超 中金财富深圳桃园路营业部投资顾问<br>执业编号：S0960623120016<br>📍【时间轴】<br>00:03:10 科技领域的研究和消费、周期等行业相比，不同点是什么？<br>00:12:34 投资者如何理解“AI泡沫说”和“AI末日论”？<br>00:26:18 什么是“HALO资产”，这类资产在资产配置中扮演什么样的角色？<br>00:29:44 地缘冲突和科技资产定价之间是否存在隐藏的逻辑链条？<br>00:43:52 在芯片领域，如何理解“少年永远不缺从头带来的勇气”这句话？<br>00:59:42 活跃的金融市场代表了哪些能力？<br>01:00:50 如何...<a href="https://www.xiaoyuzhoufm.com/episode/6a2a8f1562c3d8534722b5db?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D">去小宇宙查看完整单集简介</a><br><a href="https://oia.xiaoyuzhoufm.com/player/6a2a8f1562c3d8534722b5db?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
June 4, 2026
EP147 对话中金公司分析师：风浪之边话配置
<p>📈【本期内容】</p><p>中东冲突背后，全球治理模式正在经历怎样转换？</p><p>“小政府”渐行渐远，“大政府”重返舞台，投资有哪些“新逻辑”？</p><p> 旧时代买虚，新时代买实，资产配置如何布局？</p><p><br></p><p>❤️【本期嘉宾】</p><p>张文朗 中金公司研究部首席宏观分析师 董事总经理</p><p>执业编号：S0080520080009、SFC CE Ref：BFE988</p><p></p><p>张峻栋 中金公司研究部宏观分析师 执行总经理</p><p>执业编号: S0080522110001、SFC CE Ref: BRY570<br></p><p>🔻【主持人】</p><p>陈露 中金财富深圳分公司 投资顾问 副总经理 </p><p>执业编号：S0960622120011</p><p><br></p><p>📍【时间轴】</p><p><a class="timestamp">00:03:11</a> 中东冲突对全球特别是西方政府的治理理念有何影响？</p><p><a class="timestamp">00:08:29</a> 历史上“大政府”和“小政府”的概念如何演变？现在的“大政府”与过去的“大政府”有何区别？</p><p><a class="timestamp">00:12:49</a> 在“大政府”的治理转变下，资产配置有何变化？</p><p><a class="timestamp">00:26:59</a> 为何美债利率易上难下？</p><p><a class="timestamp">00:35:02</a> 过去一年多来，美联储的扩表政策对市场流动性有何影响？</p><p><a class="timestamp">00:51:23</a> 国际货币地位出现变化，它的汇率会发生哪些变化？</p><p><a class="timestamp">00:56:06</a> 美国国债因素是否会导致美元贬值，对全球资金配置会产生什么影响？</p><p><a class="timestamp">01:06:43</a><strong> </strong>K型经济背后的原因是什么？它能持续多久？</p><p><a class="timestamp">01:17:05</a> “美国的泡沫在变大”：“泡沫”指的是什么？是否存在风险？</p><p><a class="timestamp">01:32:00</a> 全球地缘政治变化对中国资产有何影响？</p><p><a class="timestamp">01:38:26</a> 黄金在全球货币中的市值占比为什么如此独特？</p><p><br></p><p><strong>扫描二维码，领取重磅投资干货</strong></p><img src="https://image.xyzcdn.net/FgJjj9zSJo2-kv80UlQyldff54jk.jpg"><p>免责声明：中金财富对本文所载信息的准确性、可靠性、时效性及完整性不作任何明示或暗示的保证。本文仅供参考，不构成任何投资建议，投资者据此操作，风险自负。投资有风险，入市需谨慎。中金财富及其人员对使用本文本内容所引发的任何直接或间接损失概不负责。未经中金财富书面授权许可，任何机构和个人不得以任何形式转发、转载、翻版、复制、刊登、发表、修改、仿制或引用本文。</p><p></p><br><a href="https://oia.xiaoyuzhoufm.com/player/6a2139b2b30e1571aea0911e?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
May 28, 2026
EP146 对话中金公司分析师：历史新高 高不高？
<p>📈【本期内容】</p><p>近两年A股根本的驱动力变化为何？</p><p>近期全A指数和创业板指创下历史新高，这算不算“高位”？</p><p>如何理解“有底无顶”的“慢牛”格局？</p><p><br></p><p>❤️【本期嘉宾】</p><p>李求索 中金公司研究部国内策略首席分析师 董事总经理</p><p>执业编号：S0080513070004、SFC CE Ref：BDO991 </p><p></p><p>🔻【主持人】</p><p>孔洋 中金财富北京建国门外大街营业部 投资顾问</p><p>执业编号：S0960623090048</p><p><br></p><p>📍【时间轴】</p><p><a class="timestamp">00:01:21</a> 近两年A股市场的驱动力量发生哪些改变？</p><p><a class="timestamp">00:08:31</a> 作为策略分析师，面对市场的不确定性，心情曲线发生过哪些变化？</p><p><a class="timestamp">00:12:49</a> 近期全A指数和创业板指创下历史新高，这算不算“高位”？</p><p><a class="timestamp">00:23:19</a> 近期A股修复迅速，AI领域表现突出，未来应如何关注AI板块及其估值问题？</p><p><a class="timestamp">00:31:53</a> 基于自由流通市值的换手率指标，如何理解？</p><p><a class="timestamp">00:38:40</a> 如何衡量和判断当前市场是否处于阶段性顶部或底部位置？</p><p><a class="timestamp">00:42:34</a> 何为“有底无顶”的慢牛？这一轮慢牛的核心支撑和约束条件是什么？</p><p><a class="timestamp">00:49:26</a><strong> </strong>外部环境与政策对A股会产生哪些分析？普通投资者需要跟踪到什么程度？</p><p><a class="timestamp">00:55:34</a> 如何判断成长赛道景气度延续和周期板块供需拐点？</p><p><a class="timestamp">01:05:42</a> 如何看待国际秩序重构和国内产业创新对行情驱动的作用？</p><p><br></p><p><strong>扫描二维码，领取重磅投资干货</strong></p><img src="https://image.xyzcdn.net/FgJjj9zSJo2-kv80UlQyldff54jk.jpg"><p>免责声明：中金财富对本文所载信息的准确性、可靠性、时效性及完整性不作任何明示或暗示的保证。本文仅供参考，不构成任何投资建议，投资者据此操作，风险自负。投资有风险，入市需谨慎。中金财富及其人员对使用本文本内容所引发的任何直接或间接损失概不负责。未经中金财富书面授权许可，任何机构和个人不得以任何形式转发、转载、翻版、复制、刊登、发表、修改、仿制或引用本文。</p><p></p><br><a href="https://oia.xiaoyuzhoufm.com/player/6a18173c7460cabdeb574d8b?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
148 total episodes available
Recent guests on 话中有金
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Zhang Wenlang
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Chen Guangyan
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Jiang Cheng
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Yuan Wei
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He Yuqi
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Cheng Qiaosheng
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LI ZHAO
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王国辉
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