EPISODE · Feb 20, 2026 · 47 MIN
23. 搞懂4个经典周期，人生投资不踩雷，应对未来的不确定
from 韩Choco
本期简介：4个经典周期理论拆解，掌握看懂这个世界的分析方法，为未来的不确定做好投资与职业的选择。内容大纲：00:54： 基钦周期/清仓周期，股票投资必懂的嗯分析指标，英伟达芯片的过山车股价解读07:54： 生猪行业，必懂的周期逻辑，牧原股份的背后12:57： 用周期理论看工业金属的起伏16:58：朱格拉周期，工厂老板的生死局，周期理论看电力行业20:43：朱格拉周期分析商业航天、低空经济、人形机器人行业，散户的机会在哪里25:53： 库兹涅茨周期，地产周期背后的增长衰退逻辑31：26： 2026年，地产周期的衰败萧条阶段，还有哪些逆势上涨的赛道？东南亚房产投资真的是春天吗？38:18： 人生发财靠康波，康波周期到底如何影响普通人的一生？40：45： 2026年，是第6轮康波周期的春芽吗？哪些技术会改变世界？哪些赛道是未来的入场券？普通人还能抓住什么？——————在小宇宙查看该单集文稿
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23. 搞懂4个经典周期，人生投资不踩雷，应对未来的不确定
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