# 中欧基金 A podcast by 中欧基金. 这里是《中欧基金》播客，一档聚焦长期投资的深度对话栏目。在这里，你关心的投资理财问题，就是我们想认真聊一聊的话题。愿投资路上，我们陪伴常在。 如果你对节目有任何建议，欢迎在微信公众号《中欧基金》给我们留言。 Feed: https://feed.xyzfm.space/33u8atwcdpdr ## Latest episodes - [64.当人人都在用AI挖因子，量化投资如何「不烧心」？](https://invisiblenetwork.ai/podcast/1753852894/b9ee897df1e7) (2026-10-24, 53 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6adb0793c96c8942ec110f88/media.xyzcdn.net/66594e8894977a26ef2c7823/ltBfBJdsyHeylNehuAfvbf_J5q4q.m4a - [63.中美会谈重点提及！ 930之后光模块产业链的新瓶颈是什么？](https://invisiblenetwork.ai/podcast/1753852894/5f436aff7287) (2026-09-29, 29 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6abb8942e742e36efcbcaeaa/media.xyzcdn.net/66594e8894977a26ef2c7823/ll-zza5O9qUAKx2vY0mNeD1eB9hj.m4a - [62.时隔三年美联储再加息：从「错位」到「抢钱」，全球资产逻辑生变](https://invisiblenetwork.ai/podcast/1753852894/86e1581f0f29) (2026-09-19, 66 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6aae62940916f6f8b445c3aa/media.xyzcdn.net/66594e8894977a26ef2c7823/lo2hxC-AAv5z0mNti4vZwg-50eOG.m4a - [61.红利也坐「过山车」？我信任的、交心的红利投资，我不认识了…](https://invisiblenetwork.ai/podcast/1753852894/7a1f5686d4dd) (2026-09-10, 65 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6aa25db09d3264778166fe98/media.xyzcdn.net/66594e8894977a26ef2c7823/lrPtDz_W9TtAwDAlQlLWiH3u6Agw.m4a - [60.AI的奥德修斯时刻：谁是科技下半场的胜负手？| 串台《硅谷101》](https://invisiblenetwork.ai/podcast/1753852894/a9baeddc6b9c) (2026-08-20, 73 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a86cf3cef65145dfcc29cd2/media.xyzcdn.net/66594e8894977a26ef2c7823/lrs_mcgsBNjDS6F2vSRWhXtwDRq5.m4a - [59.站在「背光处」的价值派，如何找到自己的光？](https://invisiblenetwork.ai/podcast/1753852894/b6894bd10338) (2026-08-05, 59 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a73111bab3a91c24a104a40/media.xyzcdn.net/66594e8894977a26ef2c7823/ljswqVkkMmJv75KGsW0dKMnIwB39.m4a - [58.二手房市场整体回暖，分化行情下如何选房、看房、购房？](https://invisiblenetwork.ai/podcast/1753852894/bb9dbf1b47dd) (2026-07-16, 49 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a5836b4a4972c496dfc8802/media.xyzcdn.net/66594e8894977a26ef2c7823/lnNBi5LlUaSiOUK2rant1c6Y2ZNl.m4a - [57.从一袋化肥到一颗GPU，化工如何塑造近代人类历史？|串台《忽左忽右》](https://invisiblenetwork.ai/podcast/1753852894/03d40a478135) (2026-07-01, 58 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a44e4d72e335a35a80c6ee0/media.xyzcdn.net/66594e8894977a26ef2c7823/lhKrlMagGy1Wm_7EqADzrTB52brB.m4a - [SP. 致敬「种时光的人」|教音乐、开咖啡店、建养老院，她把自闭症孩子的一生都想到了](https://invisiblenetwork.ai/podcast/1753852894/198bcfe9130a) (2026-06-18, 32 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a335f454233e62bc54bc251/media.xyzcdn.net/66594e8894977a26ef2c7823/lrPAExMIViCCXhTDsQNbJDZjk5ws.m4a - [55.光模块又又又涨了？「追光」十三问，一期讲透需求、技术、风险](https://invisiblenetwork.ai/podcast/1753852894/6eb7605c32c3) (2026-06-09, 28 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a27e2e4b0d107da44c4b27a/media.xyzcdn.net/66594e8894977a26ef2c7823/lmyo4XoMHhkgxnUsDKIklMQI9t6l.m4a - [54.当芯片不再只比“几纳米”，「韬定律」到底改变了什么？](https://invisiblenetwork.ai/podcast/1753852894/d10392bf6fa3) (2026-06-04, 37 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a214ec27444b57222335835/media.xyzcdn.net/66594e8894977a26ef2c7823/lgbGUYioGKCqIypG3ECBuiNq8zRh.m4a - [53.中美角力制造业，这场全球「工厂竞赛」有哪些精彩看点？](https://invisiblenetwork.ai/podcast/1753852894/e108d980b08c) (2026-05-20, 37 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a0d8767e1eb34a939c3e6e7/media.xyzcdn.net/66594e8894977a26ef2c7823/lqZYs-YgBRD3yDFCsXkL0cMPXM-S.m4a - [52.中美对话进行时！如何理解大国化工的发展生态和投资逻辑？](https://invisiblenetwork.ai/podcast/1753852894/117ba90b27b2) (2026-05-14, 56 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6a059beb1b7bd5029525627e/media.xyzcdn.net/66594e8894977a26ef2c7823/lrG0N_d1_k_sxtK_GKY5t68g3ciU.m4a - [50.世界读书日重温经典｜征服市场的“量化传奇”西蒙斯](https://invisiblenetwork.ai/podcast/1753852894/ff482e8662f2) (2026-04-22, 40 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/69e8d9b51d989496e7446ae3/media.xyzcdn.net/66594e8894977a26ef2c7823/lj9mEpEl7XwyIrdyrsNek9cuJQxc.m4a - [49. 菜比肉贵是怎么回事？一期聊透本轮「猪周期」走势](https://invisiblenetwork.ai/podcast/1753852894/27182dc858d5) (2026-04-15, 28 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/69df621ab977fb2c47031e6b/media.xyzcdn.net/66594e8894977a26ef2c7823/lu-SgkhgU3sKTSjwH4U_vZFqcFx-.m4a - [SP.水穷之处，云起之时|在时间的纵深处，寻找投资与艺术的交点](https://invisiblenetwork.ai/podcast/1753852894/5c7e55d89546) (2026-03-26, 57 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/69c50a54e73b70b045f82c5a/media.xyzcdn.net/66594e8894977a26ef2c7823/lqoM8_PrlarCoywnDDcuOfj8-SZw.m4a - [47.「乱纪元」投资指南丨当黑天鹅成为常态，我们如何找回投资的秩序感？](https://invisiblenetwork.ai/podcast/1753852894/3cd51350af0c) (2026-03-23, 88 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/69c10f9e521e5c0a809c37c8/media.xyzcdn.net/66594e8894977a26ef2c7823/lkX8SXtAPGD0FyZcGdXFIbTM9Y-4.m4a - [46.HALO交易爆火：当AI狂奔，市场又开始拥抱“老派”资产](https://invisiblenetwork.ai/podcast/1753852894/057086716f05) (2026-03-10, 27 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/69b00a4b2a2882aae75500bd/media.xyzcdn.net/66594e8894977a26ef2c7823/lq2BSvHD8mJzAmKnfBnyGYEAAUTH.m4a - [45.伊朗局势加速能源危机？一期讲透不容忽视的「储能」投资](https://invisiblenetwork.ai/podcast/1753852894/f99bbd85f43a) (2026-03-03, 46 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/69a6aefca22480add6cfbeb6/media.xyzcdn.net/66594e8894977a26ef2c7823/ltmbLG7ZZpjFdisLytW_fwvtElMy.m4a - [44.机器人霸榜，57.5亿票房，今年春节档蕴藏哪些「投资暗线」？](https://invisiblenetwork.ai/podcast/1753852894/7ca1ad85dbdb) (2026-02-20, 35 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6997bee0de29766da9f8a5ea/media.xyzcdn.net/66594e8894977a26ef2c7823/lnNfHOZrfbKlCrx-iqwozTvjDvKX.m4a - [43.金价大起大落之际，为何更要读懂港股投资的「谨慎」与「基本面至上」？](https://invisiblenetwork.ai/podcast/1753852894/758991fb8cb6) (2026-02-03, 59 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6981c12b65d831df7239220a/media.xyzcdn.net/66594e8894977a26ef2c7823/lrcrU70gxwoLV5Ri2ymQ40z_Dhg2.m4a - [42. 飙涨的黄金，进击的资源品——聊聊全球缺电这个「幕后推手」](https://invisiblenetwork.ai/podcast/1753852894/fdd7c6f21738) (2026-01-21, 39 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/69709111ef1cf272a7a2c5ad/media.xyzcdn.net/66594e8894977a26ef2c7823/luuP5zGygtToHGYBTFe_iXPWURDw.m4a - [41.既怕牛市不来，又怕牛市来太快？不妨听一场沉心静气的「价值」对话](https://invisiblenetwork.ai/podcast/1753852894/e6db650214af) (2026-01-14, 92 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/69674d3a109824f9e16e5dd6/media.xyzcdn.net/66594e8894977a26ef2c7823/lhVlt3De8F0VzKDft6yr2ELaOIFj.m4a - [40. 2026第一场对话，我们决定用「价值投资」开场](https://invisiblenetwork.ai/podcast/1753852894/029edd68e948) (2025-12-31, 84 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6954d76a14db1df9efbcf6bd/media.xyzcdn.net/66594e8894977a26ef2c7823/lgbtR95XOfNRPYTBc9giol7C_rvN.m4a - [39.热点速递|绕不开的科技投资，和3位资深玩家的深度复盘](https://invisiblenetwork.ai/podcast/1753852894/f2e0f84043bb) (2025-12-17, 33 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/694253cacefa18ad6acf2962/media.xyzcdn.net/66594e8894977a26ef2c7823/lg8VjG1eacLI8eKC2ErNAxbe81zB.m4a - [38.谁说只有老登买红利？本期聊聊红利投资背后的冷知识和新花样](https://invisiblenetwork.ai/podcast/1753852894/fd2feacf4a2b) (2025-12-02, 55 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/692ebacb4ef12f9fe980c186/media.xyzcdn.net/66594e8894977a26ef2c7823/lpEreObvdOTOeHvXMMox8dUwurPc.m4a - [37.热点速递丨稀土的「权力游戏」：从分离技术壁垒到大国博弈筹码](https://invisiblenetwork.ai/podcast/1753852894/8f8f4ba404a1) (2025-11-19, 31 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/691dbd65cbba038b42569cf3/media.xyzcdn.net/66594e8894977a26ef2c7823/lvkCtbIrhCXxcb-Ob5verzbbZ7Jd.m4a - [36. 十年一梦4000点，富贵不必险中求｜串台《点拾投资》](https://invisiblenetwork.ai/podcast/1753852894/5112ab7da0e1) (2025-11-11, 69 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6913059721e6d1bd34f95d3e/media.xyzcdn.net/66594e8894977a26ef2c7823/lmcYoYB1B-wtgybHMWJ5QateeU3f.m4a - [35.双十一之际，一场关于新钱与旧酒的对话|串台《疯投圈》黄海](https://invisiblenetwork.ai/podcast/1753852894/65159cbd44c0) (2025-10-29, 62 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6901dfc3558113deb707f2e2/media.xyzcdn.net/66594e8894977a26ef2c7823/lqPxGyASu64eblNayl5jOYeS9Boi.m4a - [34. 热点速递|乱世黄金，大国稀土，如何在资源品牛市里挣到钱？](https://invisiblenetwork.ai/podcast/1753852894/fe8b313cdb28) (2025-10-16, 48 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/68f0bcf62265473020cec116/media.xyzcdn.net/66594e8894977a26ef2c7823/lubtvARAvRjMzm3V4ITrn39qlrH-.m4a - [33.精读达尔文进化论的5个小故事，聊聊正确投资的5条硬道理 |串台《重阳Talk》](https://invisiblenetwork.ai/podcast/1753852894/495c8baea0a9) (2025-09-23, 66 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/68d27034522b40626ce53041/media.xyzcdn.net/66594e8894977a26ef2c7823/lrDuuLIF0cmoPUHZhVXF18yya3qv.m4a - [32.热点速递|美联储时隔9个月再降息，这次有什么不一样？](https://invisiblenetwork.ai/podcast/1753852894/b8797e8118cf) (2025-09-18, 21 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/68cbf857a56ca3e0c419ca0b/media.xyzcdn.net/66594e8894977a26ef2c7823/lq-HMAdnI85M77-wqWn0fkPXAlW0.m4a - [31.牛市更容易亏钱？「女排精神」教会我们的投资一课|天天基金X李冠頔](https://invisiblenetwork.ai/podcast/1753852894/a82bffe07eca) (2025-09-04, 76 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/68b964e15faf36865902837b/media.xyzcdn.net/66594e8894977a26ef2c7823/lqjRXnvrqEiaVKhPOrspaqLPU2iB.m4a - [30.为什么越卷越亏损？一期聊透「反内卷」背后的真相](https://invisiblenetwork.ai/podcast/1753852894/545818c2d8bd) (2025-08-27, 58 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/68aeadf55faf368659a44c24/media.xyzcdn.net/66594e8894977a26ef2c7823/lgWIWYgj2cYR9UBapDr9ilVk-Erf.m4a - [29.大盘站稳3600点，当乐观成为共识，我们看到了哪些新变化？|蓝小康对话中金张文朗](https://invisiblenetwork.ai/podcast/1753852894/18fc8c2127f6) (2025-08-12, 69 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/689b02bb20a2906a4d2a1f84/media.xyzcdn.net/66594e8894977a26ef2c7823/li5lwo-0aS0Bofx-79rvucTTunmJ.m4a - [28.当「存款利率破1%」撞上「大盘重返3600点」，稳健投资有何新解？|刘勇X表舅](https://invisiblenetwork.ai/podcast/1753852894/1ce3d7549876) (2025-07-30, 60 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/6889ed2d8e06fe8de775005b/media.xyzcdn.net/66594e8894977a26ef2c7823/lmo0_kBsWJn7DW6GHId3P88L8ozO.m4a - [27. 账户收益追不上基金净值上涨？记一场关于基金收益保卫战的“坦白局”|晨星中国孙珩X张学明](https://invisiblenetwork.ai/podcast/1753852894/4ca7b22bdc2d) (2025-07-08, 59 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/686ced5160f8f77d4075b293/media.xyzcdn.net/66594e8894977a26ef2c7823/lldighu_Y1KYYdHT2UtoJOOXydJS.m4a - [26.两位黄金“老炮儿”畅聊老中青三代的黄金故事，拆解影响金价的关键6个字](https://invisiblenetwork.ai/podcast/1753852894/4c22e783bd2c) (2025-06-25, 67 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/685bc8b250e8c269ca7b6824/media.xyzcdn.net/66594e8894977a26ef2c7823/luiYjUxXfuxAqtCvlET7S2jxn4OY.m4a - [25. 萨巴伦卡「失误太多痛失法网冠军」，网球比赛中的胜率思维如何帮我们做好投资？](https://invisiblenetwork.ai/podcast/1753852894/9652238bef7a) (2025-06-05, 76 min): audio https://dts-api.xiaoyuzhoufm.com/track/66594e8894977a26ef2c7823/68412c15219d35546fe37bd0/media.xyzcdn.net/66594e8894977a26ef2c7823/lu4QqkHVGbKnam2gKDowLf7ejjgv.m4a - 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