by 斯坦Stein
<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>有闲阶级是一个关注当下青年工作、生活、思想的播客节目，这里既有生动好玩的有闲人生，也有干货满满的观点碰撞， 你可以在各大播客平台和微信公众号搜索并订阅这档节目， 我十分期待大家的反馈，你们的每一次收听、每一条评论都是我不断更新、不断改进这档节目的动力。</span><br /></p>
Language
🇨🇳
Publishing Since
11/3/2020
Email Addresses
1 available
Phone Numbers
0 available
March 23, 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">2021年的1月31日，英向香港所有居民開放了BNO（BritishNationalOverseas）簽證的申請。如今四年已過，一批又一批選擇移民的香港人、尤其是普通香港人，過得怎麽樣呢？FT在2月6日的文章《港人在英國掙扎謀職（Hongkongersin UK struggle to make skills pay in jobs market）》 ，以及香港經濟導報在同期公衆號發佈的文章《香港移民衆生相，港府得償所願了嗎？》，是個不錯的契機，讓我這個身處事外的人終於忍不住像議論一番。</p><span><br></span><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">港人在英國掙扎謀職（Hongkongers in UK struggle to make skills pay in jobs market）：https://www.ft.com/content/a7105cf7-df92-4cd1-92d9-7bc09cdc7704<br>Must watch: Better 'a beggar here than an emperor there’ — life after Hong Kong, and the struggle to resettle: https://www.channelnewsasia.com/cna-insider/documentary-one-way-immigrant-life-after-hong-kong-struggle-resettle-uk-2615946<br>离开香港的单程机票：我们的旅程: One Way Ticket Out Of Hong Kong: Our Family's Journey | One Way - Part 1 | CNA Documentary<br><br></p><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">主播：斯坦</p><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">OP/ED：Run With The Wind(ヤマトのテーマ 2)</p><span><br></span>
February 10, 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">本期节目请回了从德意志学成归来的沃克，聊一聊这几年他作为一个坚定看多的韭菜，在大A的起起伏伏。<br><br>节目要点：<br>- 先要恭喜沃克：终身大事已定，房子首付已定，公司股票可期</p><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">- 大A的魅力在于，韭菜总是健忘的<br>- 2020-2021年，跟着大盘起码多少喝到汤了<br>- 一个自诩价值投资者隔三岔五哀叹自己踏空了<br>- 市场中性策略和建仓观望中的基金经理在924行情中损失惨重<br>- 第一次下场买股票，黄金股和煤炭股二选一，不出所料选错了<br>- 散户为了避免自己被称为投机，都会自诩价值投资者<br>- 2024年10月市场炒作ETF，和之前炒作新能源如出一辙<br>- 号称中国的SP500的A500，可能是对标普黑得最狠的一次，目前全部被套<br>- 2025，继续坚定看多……<br><br>往期相关节目：<br>- 听说光伏又起生回死啦：https://www.xiaoyuzhoufm.com/episodes/677915b2996fe41f79e02197<br>- 我的德意志科研岁月：https://www.xiaoyuzhoufm.com/episodes/6176b31477a31cddee7b73b3<br><img data-key="0" src="http://imagev2.xmcdn.com/storages/abf3-audiofreehighqps/7F/3F/GKwRIJILdkG-AAKMtANfQ6iO.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/abf3-audiofreehighqps/7F/3F/GKwRIJILdkG-AAKMtANfQ6iO.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/abf3-audiofreehighqps/7F/3F/GKwRIJILdkG-AAKMtANfQ6iO.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" data-large-width="750" data-large-height="420.1261166579086" data-preview="http://imagev2.xmcdn.com/storages/abf3-audiofreehighqps/7F/3F/GKwRIJILdkG-AAKMtANfQ6iO.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_small" data-preview-width="140" data-preview-height="78.42354177614294"><br>主播：斯坦<br>嘉宾：沃克<br>OP：Shine<br>ED：Sweet Innocent(ミミのテーマ 2)<br><br></p>
January 4, 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">本期要点：<br>- 大新闻：光伏协会三连问怒怼央企<br>- 今年光伏的核心词是“反内卷”：划定成本价、产量配额<br>- 回顾光伏行业的前两次危机：双反和531<br>- 这一次不但在内卷卷，国外也卷，而且都卷不动了<br>- 什么人都来跨界做光伏：最奇葩的当属棒杰股份<br>- 光伏供应链各个环节的产能周期差异很大，导致总是在“紧缺-涨价-扩产-巅峰-过剩-降价-减产”的循环中转圈<br>- 光伏组件一哥必死：尚德、汉能、赛维、英利、隆基……<br>- 本质上是组件的技术路线之争：隆基曾经押宝单晶硅成功，如今错失了TOPCon<br>- 荒诞先生给光伏新人指明方向：1. 长期看好电力交易；2. 短期看好风电……<br><br>有几个口误，(1) 531发生在2018年，(2)英利、隆基只是中国首富</p><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"><br>主播：斯坦<br>嘉宾：荒诞先生<br>OP：Shine<br>ED：Sweet Innocent(ミミのテーマ 2)<br><br></p>
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