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涉市未深

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by 九州_Aaron

66 episodes

Updated Daily

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Podcast Overview

投资和商业，怎么才能避坑、纠偏？《涉市未深》试图给你点亮一盏灯。本节目专业投资人和连续创业者打造，以实操者的视角，冷静分析资本市场和商业市场的重大事件，陪你看清市场的真相，去除噪音，直面问题。投资路上，波动和周期的更迭，更让人意识到“涉市未深”。我们不断辨析，和你一起前行，诗曰：天道酬勤，中说乱耳。九州：专业二级市场投资人，顶流券商、私募、公募职业经验，大沐创业伙伴，出身于风吹雨打的俄罗斯市场投资，走过A股三轮牛熊，未名湖畔毕业。大沐：清华五道口客座讲师，B轮数据公司创始人，海外Fintech公司CEO

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Publishing Since

1/5/2025

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Recent Episodes

June 8, 2026

投资笔记49：人类历史上最大的IPO要来了，SpaceX的迷思

人类将要走向星辰大海，马斯克将要走向地球首富。本月，我们一同见证历史：历史上最大规模IPO，最大规模融资，最有梦想价值的公司，最牛B的创始人.....还有最最最啥围绕SpaceX的IPO，争议不少，质疑不少，甚至末日言论的也有：这就是科技热潮的顶峰！市场的顶峰！是不是泡沫？是不是过热？是不是市场顶？姑且我们也来算一卦，听得好，记得夸。 其实吧，要是我也能吃到葡萄，我一定不会说葡萄是酸的。 ———————————————————————————————九州：十四年经验的二级市场投资人，全球资产配置，天高海阔。可以跟我聊投资，但是先给我有趣的故事。我们的社群成立开放了！在这个众说乱耳、充满FOMO的时代，我们一步一个脚印的往前走，不焦虑，哪怕在逆全球化的时代，我们依旧要赚到全球的钱。欢迎一同看世界的你加入，请见下方的图片二维码。如果有人不熟悉老吴，我先说明一下，Robert老吴是我的老朋友、合伙人、宝藏数据公司CEO，也是之前节目《中国创投业真的该推到重来？》的嘉宾。【*苹果手机用户：请用维信来扫描二维码、在微信中打开，或在微信中搜索“知识星球”小程序，避免在苹果手机的app内支付】--作为苹果的股东，我也觉得一言难尽。<img data-key="0" src="http://imagev2.xmcdn.com/storages/e837-audiofreehighqps/04/3A/GAqh6-4N_P60ABlmawSlZ-8Q.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-origin="http://fdfs.xmcdn.com/storages/e837-audiofreehighqps/04/3A/GAqh6-4N_P60ABlmawSlZ-8Q.png" data-preview-width="140" data-large="http://imagev2.xmcdn.com/storages/e837-audiofreehighqps/04/3A/GAqh6-4N_P60ABlmawSlZ-8Q.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-large-height="750" data-preview="http://imagev2.xmcdn.com/storages/e837-audiofreehighqps/04/3A/GAqh6-4N_P60ABlmawSlZ-8Q.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_small" data-large-width="750" data-preview-height="140"> <img data-key="1" src="http://imagev2.xmcdn.com/storages/bf4a-audiofreehighqps/49/BD/GAqh9TMN_P60ABkTawSlZ-99.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-origin="http://fdfs.xmcdn.com/storages/bf4a-audiofreehighqps/49/BD/GAqh9TMN_P60ABkTawSlZ-99.png" data-preview-width="140" data-large="http://imagev2.xmcdn.com/storages/bf4a-audiofreehighqps/49/BD/GAqh9TMN_P60ABkTawSlZ-99.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-large-height="750" data-preview="http://imagev2.xmcdn.com/storages/bf4a-audiofreehighqps/49/BD/GAqh9TMN_P60ABkTawSlZ-99.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_small" data-large-width="750" data-preview-height="140">

May 20, 2026

7000亿美金砸向AI，是.com泡沫重演吗？

四月底，财报季，聊科技。人人都在讨论AI泡沫，可就是没见大崩盘？人人都在对比.com互联网泡沫，可就是分不清是危言耸听、还是真知灼见？我觉得，连外卖市场都有泡沫，何必揪着科技市场不放。虽然，我看着这股价也怕怕，美股都涨出历史极端值了。但回头一看港股，那些打着AI旗号的猫猫狗狗，OMG，原来全世界的AI泡沫，是说的港股呀！ ———————————————————————————————九州：十四年经验的二级市场投资人，全球资产配置，天高海阔。可以跟我聊投资，但是先给我有趣的故事。我们的社群成立开放了！在这个众说乱耳、充满FOMO的时代，我们一步一个脚印的往前走，不焦虑，哪怕在逆全球化的时代，我们依旧要赚到全球的钱。欢迎一同看世界的你加入，请见下方的二维码。如果有人不熟悉老吴，我先说明一下，Robert老吴是我的老朋友、合伙人、宝藏数据公司CEO，也是之前节目《中国创投业真的该推到重来？》的嘉宾。【*苹果手机用户：请用维信来扫描二维码、在微信中打开，或在微信中搜索“知识星球”小程序，避免在苹果手机的app内支付】--作为苹果的股东，我也觉得一言难尽。 <img data-key="0" src="http://imagev2.xmcdn.com/storages/43e6-audiofreehighqps/30/8B/GKwRIRwN5ABMABlmawScRqgk.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-origin="http://fdfs.xmcdn.com/storages/43e6-audiofreehighqps/30/8B/GKwRIRwN5ABMABlmawScRqgk.png" data-preview-width="140" data-large="http://imagev2.xmcdn.com/storages/43e6-audiofreehighqps/30/8B/GKwRIRwN5ABMABlmawScRqgk.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-large-height="750" data-preview="http://imagev2.xmcdn.com/storages/43e6-audiofreehighqps/30/8B/GKwRIRwN5ABMABlmawScRqgk.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_small" data-large-width="750" data-preview-height="140"> <img data-key="1" src="http://imagev2.xmcdn.com/storages/e5fb-audiofreehighqps/CB/04/GKwRIUEN5ABMABkTawScRqh3.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-origin="http://fdfs.xmcdn.com/storages/e5fb-audiofreehighqps/CB/04/GKwRIUEN5ABMABkTawScRqh3.png" data-preview-width="140" data-large="http://imagev2.xmcdn.com/storages/e5fb-audiofreehighqps/CB/04/GKwRIUEN5ABMABkTawScRqh3.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-large-height="750" data-preview="http://imagev2.xmcdn.com/storages/e5fb-audiofreehighqps/CB/04/GKwRIUEN5ABMABkTawScRqh3.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_small" data-large-width="750" data-preview-height="140">

May 13, 2026

投资笔记48：把AI用到投资上，可能你搞错了

AI要吞噬一切，这是恐慌，还是真相？看着一个个行业被AI改造，每一个投资人都在想，保不齐哪一天我自己也要被取代了。我的建议是，不要犹豫，哪怕是一个好工具，先用起来再说。没什么好恐慌的，颠不颠覆，那是之后的事情。把AI融入到投资和研究中，已经是诸多机构的共识。道理很直白，虽然不一定能提高准确率，但能提高效率。但对大部分人来讲，AI+投资，有点陌生，太高大上，好像门槛很高的样子。其实不然，只需要把平时不恰当的使用方式，调整一下，我们都能开启“AI辅助投资”的时代。要实在搞不懂，那来找我吧，我搞个AI产品卖给你用。现在还没有，可以预定。———————————————————————————————九州：十四年经验的二级市场投资人，全球资产配置，天高海阔。可以跟我聊投资，但是先给我有趣的故事。我们的社群成立开放了！在这个众说乱耳、充满FOMO的时代，我们一步一个脚印的往前走，不焦虑，哪怕在逆全球化的时代，我们依旧要赚到全球的钱。欢迎一同看世界的你加入，请见下方图片的二维码。如果有人不熟悉老吴，我先说明一下，Robert老吴是我的老朋友、合伙人、宝藏数据公司CEO，也是之前节目《中国创投业真的该推到重来？》的嘉宾。 【*苹果手机用户：请用维信来扫描二维码、在微信中打开，或在微信中搜索“知识星球”小程序，避免在苹果手机的app内支付】 --作为苹果的股东，我也觉得一言难尽。 <img data-key="0" src="http://imagev2.xmcdn.com/storages/a958-audiofreehighqps/66/72/GKwRIUEN2sXEABlmawSY1Dyp.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-origin="http://fdfs.xmcdn.com/storages/a958-audiofreehighqps/66/72/GKwRIUEN2sXEABlmawSY1Dyp.png" data-preview-width="140" data-large="http://imagev2.xmcdn.com/storages/a958-audiofreehighqps/66/72/GKwRIUEN2sXEABlmawSY1Dyp.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-large-height="750" data-preview="http://imagev2.xmcdn.com/storages/a958-audiofreehighqps/66/72/GKwRIUEN2sXEABlmawSY1Dyp.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_small" data-large-width="750" data-preview-height="140"> <img data-key="1" src="http://imagev2.xmcdn.com/storages/20cb-audiofreehighqps/F5/E6/GKwRIW4N2sXFABkTawSY1Dz3.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-origin="http://fdfs.xmcdn.com/storages/20cb-audiofreehighqps/F5/E6/GKwRIW4N2sXFABkTawSY1Dz3.png" data-preview-width="140" data-large="http://imagev2.xmcdn.com/storages/20cb-audiofreehighqps/F5/E6/GKwRIW4N2sXFABkTawSY1Dz3.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_large" data-large-height="750" data-preview="http://imagev2.xmcdn.com/storages/20cb-audiofreehighqps/F5/E6/GKwRIW4N2sXFABkTawSY1Dz3.png!op_type=4&upload_type=attachment&device_type=ios&name=mobile_small" data-large-width="750" data-preview-height="140">

66 total episodes available

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What is 涉市未深?: 投资和商业，怎么才能避坑、纠偏？《涉市未深》试图给你点亮一盏灯。本节目专业投资人和连续创业者打造，以实操者的视角，冷静分析资本市场和商业市场的重大事件，陪你看清市场的真相，去除噪音，直面问题。投资路上，波动和周期的更迭，更让人意识到“涉市未深”。我们不断辨析，和你一起前行，诗曰：天道酬勤，中说乱耳。

九州：专业二级市场投资人，顶流券商、私募、公募职业经验，大沐创业伙伴，出身于风吹雨打的俄罗斯市场投资，走过A股三轮牛熊，未名湖畔毕业。

大沐：清华五道口客座讲师，B轮数据公司创始人，海外Fintech公司CEO
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 6 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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