by 配置实战
配置实战iPortfolio是专注机构资产配置的播客节目，我们关注更一线的认知和更有效的实践。
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🇨🇳
Publishing Since
3/8/2024
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February 21, 2025
<p><strong>｜聊了什么：</strong>和Lulu 一起聊了聊自媒体的价值、硅谷华人的创业生态，以及AI 目前在创业和投资领域的应用场景。</p><p><strong>｜嘉宾是谁：</strong>Lulu，Z Potentials主理人。长居硅谷，之前加入过几家科技创业公司，目前在某家族办公室做科技相关的投资。</p><p>（内容仅供参考，不构成任何投资建议）</p><p><strong>｜核心内容：</strong></p><p><strong>投资人的自媒体、社交圈</strong></p><p>08:12 流量与内容的矛盾</p><p>16:22 内容与商业模式的平衡</p><p>23:32 投资人自媒体案例，Sarah Guo 和 20VC</p><p><strong>在硅谷的华人创业者</strong></p><p>31:01中美创业者本质上没有太大差异，但美国更支持年轻人和早期项目</p><p>32:10 AI时代创业者的年龄降低，小团队和年轻创业者的机会增加</p><p>37:51 硅谷的华人生活状态：创业 vs 大厂工作</p><p><strong>DeepSeek与AI应用</strong></p><p>43:46 AI应用的使用体验</p><p>44:26 AI如何协助投资研究</p><p><strong>｜提到的公司、机构、产品、人：</strong>DeepSeek｜英伟达｜Twitter｜微博｜OpenAI｜Notion｜Sarah Guo｜Harry Stebbings</p><p><strong>｜制作：</strong>王天天 音乐：Suno AI</p><p>©️配置实战iPortfolio</p>
November 21, 2024
Zhou Guanfeng, Chief Strategy Officer of a Fintech company, shares insights on global LP trends, innovative strategies, and regional differences in investment approaches post-US election.
October 14, 2024
<p><strong>｜聊了什么：</strong>我们和三位基金经理聊了聊新周期开启之后的策略，以及中国、美国、AI三个方向该怎么选。</p><p><strong>｜嘉宾是谁：</strong></p><p>刘沁东 Bruce，济容投资CIO</p><p><strong>Yu Hao，</strong>Bamboo Hill Capital Management CIO</p><p>Georgie，Hao Capital基金经理</p><p>（本期节目录制于10月13日，内容仅供参考，不构成任何投资建议）</p><figure><img src="https://image.xyzcdn.net/FoZ84sdi9Xo6wVPusLlDuI5OL4mc.png"/></figure><p><strong>｜核心内容：</strong></p><p><strong>- Bruce：中国Value, 美国Growth</strong></p><p>02:34 年初的预测：中国跑赢美国？（<a href="https://www.xiaoyuzhoufm.com/episode/65ea897e8e6f71a5b7c6216a">Vol.1 和Bruce的对谈</a>）</p><p>05:10 中国资产的“Whatever-it-takesmoment”</p><p>05:45 未来市场的持续性：基本面要变好</p><p>08:35 中美的政策、所处周期阶段为什么像2019年</p><figure><img src="https://image.xyzcdn.net/FnNfJgXr9umFPjRj4MoDPXLbd4px.png"/></figure><figure><img src="https://image.xyzcdn.net/Fjce7U0FtjBNYG3Y-rp6S7RVa5_i.png"/></figure><figure><img src="https://image.xyzcdn.net/FpXGC7UXWFXMHb38hgj0xj7C5hWI.png"/></figure><p>14:38 日本市场的“假摔”原因</p><p>18:10接下来的市场估值，关键是要看实际利率（neutral rate）水平</p><p>20:10 实际利率已经很高了，但流动性支撑了估值</p><p>21:10 中国、美国、AI，三选一选什么？</p><p><strong>- YuHao：“AI现在要休息一下”</strong></p><p>24:10 “带血的筹码”</p><p>25:47 真牛市、假牛市</p><p>28:10 对比2015年，境内境外市场的差异</p><p>29:10 未来的港股、A股、中概股</p><figure><img src="https://image.xyzcdn.net/Fpl_mhzQYnnmBuG41WKQFaViaFb_.png"/></figure><p>32:10 值得观察的点：地产企稳、地方化债</p><p>33:43 行业板块：有利的和悲观的</p><p>37:00 资金增量：内地散户</p><p>41:25 在中国投Alpha+Beta</p><p>42:25 中国、美国、AI，三选一选什么？</p><p><strong>- Georgie：关于AI的估值、ROI和争论</strong></p><p>43:40 对比美国和中国的AI</p><p>45:30 中美不同经济周期变化对AI产业的影响</p><p>47:49 AI的地域三角：纽约、硅谷、新竹</p><p>49:49 AI、英伟达估值和未来预期</p><p>52:46 SaaS和半导体的观察点</p><p>57:24 哪里可能跑出大的AI应用公司</p><p>1:00:04 中国二级市场的波动</p><p>1:01:40 中国、美国、AI，三选一选什么？</p><p><strong>｜提到的机构、人和公司</strong></p><p>J.Powell（罗姆·鲍威尔，美联储出席）｜Draghi马里奥·德拉吉，2011.6-2019.11任欧洲央行（ECB）行长｜PBoC｜BoJ（日本央行）｜英伟达｜Meta｜谷歌｜台积电｜东方财富</p><p>｜制作：王天天 文本编辑：罗宾 音乐：Suno AI</p><p>©️配置实战iPortfolio 由IPO早知道和Whatif联合出品</p>
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