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
Phone Numbers
0 available
April 21, 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">在本期播客中，我们探讨了当前关税政策的巨大不确定性对全球资本市场的影响。面对不断变化的政策，投资者需要警惕流动性风险的潜在威胁，避免满仓操作。专家指出，短期内市场可能出现一致性的风险规避行为，导致资产价格波动。为了应对外部不确定性，安全资产如黄金和债券或将成为投资者的首选。同时，随着经济数据逐步披露，适度调整投资策略以应对即将到来的市场变化显得尤为重要。<br>00:02:02:特朗普政策变化引发市场不确定性，投资者应谨慎对待风险资产<br>00:04:05:A股表现稳健，但外部不确定性仍需警惕风险！债券或成为短期资产配置首选！<br>00:06:07:经济复苏与货币政策不确定性：债券投资的机遇与风险<br>00:08:07:全球经济衰退预期增强，黄金成为投资者的首选资产<br>00:10:12:当资产价格陷入低谷时，加仓债券和黄金等资产将迎来复苏！<br><br></p>
April 20, 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">三月份的经济数据显示，工业增加值同比增速达到7.7%，但需求依然疲软。尽管消费有所回升，尤其是在以旧换新的政策刺激下，涉龄商品的增速达到5.9%，但房地产投资却持续下降，开发投资同比下降9.9%。专家指出，这种政策刺激可能存在边际效应降低的风险，未来需求的内生动力仍需关注。整体来看，经济虽然有亮点，但面对房地产市场的持续低迷，经济复苏的路径依然充满挑战。<br>00:02:00:政策引发的消费热潮，政策刺激与经济复苏的关系分析<br>00:04:01:地产投资走势：稳中有升，政策调节效果初显<br>00:06:02:投资增长加速，政策刺激效果显著，但内生动力修复至关重要<br><br></p>
April 19, 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一季度中国经济数据，GDP增速保持在5.4%，但民意GDP和通缩现象引发了对消费疲软的担忧。尽管贸易顺差增长显著，居民消费倾向却依然谨慎，反映出存钱的意愿更强。这一切都让我们质疑，反内卷政策是否会真正推动消费的回暖。如何在加班与收入之间找到平衡，成为了经济复苏的关键。通过对供给和需求的剖析，我们期待找到一个新的经济平衡点。<br>00:02:02:需求端增速回升，但贸易顺差增长面临挑战——一季度经济形势分析<br>00:04:04:产能利用率回升，但多数行业仍面临压力，供给侧结构性改革或成必然选择<br>00:06:04:反内卷政策的效果还需观察：加班与收入水平的平衡之<br></p>
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