EP.7 近期A股震荡，投资范式变化

【本期背景】最近A股又开始引起广泛的关注。除了整体表现不佳以外，对于各种衍生品工具（如雪球等）、量化基金和交易方式，引起了很多争议，也确实造成了震荡。这次我们邀请到一位在A股经验丰富、思考很深的基金经理，也是我们多年的朋友B哥来聊聊，对一些普通股民不熟悉的现象进行解惑，也探讨了A股和中国资产的范式和投资逻辑的变化。本节目讨论内容均为个人观点，且不构成任何投资建议。【时间索引】01:58 市场波动的主要推动力量03:22 量化/对冲工具的常见策略09:38 微盘成为这次的关注重点12:41 市场成熟度与相应工具的缺乏14:58 系统复杂性19:22 不同市场存在不同的资产特性23:46 A股的一些天然特点30:37 负债端和资产端的剧烈变化导致投资逻辑的变化39:58 投资逻辑不断切换导致赚钱效应较差42:08 审美是否会切换到高息股逻辑？50:25 石油等周期行...去小宇宙查看完整单集简介在小宇宙查看该单集文稿

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EP.7 近期A股震荡，投资范式变化

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