科技 理财 生活方式
by CKzzz、JessicaSail
37 episodes
Updated Weekly
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Recent Episodes
May 31, 2026
十年大众情绪变迁，品牌必须重新认识消费者
<p>为什么一句文案就能让品牌翻车？</p><p>为什么十年前的洗脑广告现在完全失效？</p><p>当下做品牌的必杀技是什么？</p><p></p><p>这一期，两位十年公关老兵对谈，聊一聊大众情绪变迁和品牌传播底层逻辑</p><p></p><p> 本期你会听到：</p><p>- 十年对比：大众情绪彻底变了，品牌再也不能单向输出</p><p>- 洗脑广告失灵：从央视垄断到短视频平权，流量权力彻底下放</p><p>- 品牌解释权易主：用户定义品牌，情绪可捧红你，也可反噬你</p><p>- 情绪雷区迁移：从产品质量→价格敏感→价值观/性别/伦理红线</p><p>- 弱传播变了：接地气、去精英感人设泛滥，大众开始反套路、反伪装</p><p>- 真实才是王道：大家不再要完美工业品，要有缺陷、有成长、有人味的品牌</p><p>- 危机公关真话：别删评、别控评、别找借口，先认错，再讲人话</p><p>- OPPO/西贝翻车复盘：官方号≠个人号，玩梗要有底线</p><p>- 公关重要吗：砍公关省眼前钱，毁信任要花百倍代价修复</p><p>- 刷量无用论：数据可买，情绪共鸣与真实传播买不到</p><p></p><p>主持人：娜娜</p><p>嘉宾：雅鸿（10年+品牌公关人，互联网/AI/汽车行业）</p><br><a href="https://oia.xiaoyuzhoufm.com/player/6a1bf8e9ac7bdb080c339086?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
May 9, 2026
量化基金PK主观投资，谁更胜一筹？（下）
<p>借由上期与量化投资经理Lucas对聊中提到，关于主观投资如何进行业绩归因的问题，本期特地邀请到主观投资基金经理显胜对谈。对话分为上下两集。</p><p><strong>相关单集：</strong></p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/67d58739e924d4525ad539c7">《从孵化Deepseek的量化说起：量化是割韭菜吗？顶尖研究员为你揭秘》</a></p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/6846879279e285b9b8faed00">《番外篇：理财亏钱不是我的错，毕竟只学过要努力，没学过做选择》</a></p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/68b3c1115faf3686593c0816">《牛市让你焦虑，熊市让你痛苦？桥水瑞达利欧：我有一招治百病》</a></p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/69d87d96e2c8be3155d6b67d">《投资是一场修行:一个量化从业者的投资进化论》</a></p><p> </p><p>本期主播：CK（金融投资从业者）</p><p>嘉宾： Lucas（量化基金策略研究员）</p><p> 显胜（私募基金经理）</p><p> 时间线</p><p><a class="timestamp">00:00</a> 行业生命周期与投资策略</p><p><a class="timestamp">04:47</a> 投资周期与估值策略探讨</p><p><a class="timestamp">08:23</a> 茅台投资策略与生命周期评估</p><p><a class="timestamp">12:12</a> 猪肉与白酒行业周期性分析及投资策略探讨</p><p><a class="timestamp">17:21</a> 好生意定义与投资视角探讨</p><p><a class="timestamp">20:24</a> 消费品牌力与生意质量探讨：从茅台到泡泡玛特</p><p><a class="timestamp">23:46</a> 泡泡玛特与茅台：品牌力与企业家才能的对比探讨</p><p><a class="timestamp">29:53</a> AI与量化结合下的投资策略转型</p><p><a class="timestamp">38:21</a> 量化与主观投资：可停性与商业模式探讨</p><p><a class="timestamp">43:24</a> 量化与主观投资策略的差异与融合</p><p><a class="timestamp">50:45</a> 投资策略与资金属性的深度探讨</p>
April 30, 2026
量化基金PK主观投资，谁更胜一筹？（上）
<p>借由上期与量化投资经理Lucas对聊中提到，关于主观投资如何进行业绩归因的问题，本期特地邀请到主观投资基金经理显胜对谈。对话分为上下两集。</p><p><strong>相关单集：</strong></p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/67d58739e924d4525ad539c7">《从孵化Deepseek的量化说起：量化是割韭菜吗？顶尖研究员为你揭秘》</a></p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/6846879279e285b9b8faed00">《番外篇：理财亏钱不是我的错，毕竟只学过要努力，没学过做选择》</a></p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/68b3c1115faf3686593c0816">《牛市让你焦虑，熊市让你痛苦？桥水瑞达利欧：我有一招治百病》</a></p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/episode/69d87d96e2c8be3155d6b67d">《投资是一场修行:一个量化从业者的投资进化论》</a></p><p> </p><p>本期主播：CK（金融投资从业者）</p><p>嘉宾： Lucas（量化基金策略研究员）</p><p> 显胜（私募基金经理）</p><p> 时间线</p><p><a class="timestamp">00:00</a> 主观投资业绩归因探讨：持有型与交易型收益分析 </p><p><a class="timestamp">04:42</a> 主观基金经理的行业选择与底部改善策略 </p><p><a class="timestamp">08:16</a> 主观投资与量化投资的差异及挑战 </p><p><a class="timestamp">13:17</a> 主观与量化基金的发展与评估 </p><p><a class="timestamp">17:02</a> 量化基金的发展与未来趋势探讨 </p><p><a class="timestamp">23:55</a> 量化投资与市场风格变迁影响分析 </p><p><a class="timestamp">28:57</a> 主观基金经理能力与风格漂移的挑战 </p><p><a class="timestamp">34:57</a> 量化基金规模扩张对市场影响探讨 </p><p><a class="timestamp">40:06</a> 量化投资行业超额收益挑战与机遇 </p><p><a class="timestamp">45:06</a> 量化投资与价值投资的细节挑战 </p><p><a class="timestamp">47:48</a> 股票投资决策：盈亏比与胜率的动态平衡 </p>
37 total episodes available
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