by 威尼斯摆渡人
<p data-flag="normal" style="line-height:30px;font-family:Helvetica, Arial, sans-serif;text-align:justify;">基金定投实战经验总结，市场热点解读，个人投资观点的表达。</p><p data-flag="normal" style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica, Arial, sans-serif;hyphens:auto;text-align:justify;">希望尊重原创。</p>
Language
🇨🇳
Publishing Since
6/3/2020
Email Addresses
1 available
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0 available
April 29, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">本期播客深入解读了一季度国内GDP增长5.4%的背后故事，尽管数据超出市场预期，但负7.4%的GDP平减指数让人忧虑，显示出持续的通缩压力。我们探讨了消费需求疲软如何影响企业盈利及股市表现，并分析了近期消费补贴政策对经济复苏的积极作用。节目中还提到，尽管耐用品消费有所回升，但这种需求是否可持续仍然值得关注。政策的边际效用可能会逐渐下降，但整体消费表现有望在未来维持良好状态。<br>00:02:03:一季度经济数据发布：需求恢复成为关键，股价上涨缺乏支撑力<br>00:04:04:以旧换新政策推动消费需求，三月份耐用品消费同比增长超预期<br>00:06:09:消费补贴政策的效果与未来展望：家电、汽车和手机数码的换新潮<br>00:08:10:政策边际效用下降，但消费补贴政策继续扩大力度，消费表现或维持不错水平<br></p>
April 28, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal">本期播客深入分析了自去年九月以来A股行情的变化，探讨了估值和基本面之间的关系。尽管政策支持和科技创新提升了市场信心，但经济复苏的需求依然疲弱，外部关税的影响可能进一步加大内需压力。针对投资者的困惑，节目强调了解自身投资的重要性，并提出了对基金选择和行业周期的思考。如何在波动的市场中保持冷静，做出明智的投资决策，是每位投资者需要面对的挑战。<br>00:02:00:A股市场前景展望：箱体震荡中的投资机会与挑战<br>00:04:05:行业基金与大盘走势：何时该坚守行业周期？<br>00:06:13:医药基金持有者面临的挑战：如何应对中美博弈对股价的影响？<br>00:08:13:“而其他的人都不是好人：探索恶劣环境中的独特生存策略”<br><br></p>
April 25, 2025
<p style="color:#333333;font-weight:normal;font-size:16px;line-height:30px;font-family:Helvetica,Arial,sans-serif;hyphens:auto;text-align:justify;" data-flag="normal"><span>本期节目深入探讨了黄金价格近期上涨的原因，分析了特朗普反复无常的关税政策如何推动避险需求，导致黄金作为美元替代品受到青睐。同时，随着美联储的降息周期和全球央行对黄金需求的上升，黄金的投资价值愈加明显。节目还讨论了短期内关税政策的变动对金价的直接影响，以及对于投资者在当前市场环境下的建议。听众将了解如何在复杂的经济局势中审慎选择黄金投资。</span><br><span>00:02:02:特朗普关税政策对金价的影响：短期上涨风险加大</span><br><span>00:04:02:全球经济不稳定，黄金成为投资者的首选资产</span><br><span>00:06:09:黄金价格前景：保持冷静，注意风险，把握投资时机</span><br><span>00:08:10:探索稳步赚钱的路径：逐步积累财富的方法</span><br></p>
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