Vol.5 普通人如何搭建投资框架?聊透全球资产配置思路 episode artwork

EPISODE · Sep 17, 2025 · 42 MIN

Vol.5 普通人如何搭建投资框架?聊透全球资产配置思路

from 破茧成财

穿透信息迷雾,把握财富先机。欢迎来到《破茧成财》,我是主播袁雨来。本期我邀请了《燕妮聊基金》主播燕妮,她从事基金研究超 15 年、访谈过 600 + 位基金经理,我们展开了一场 “主动选股派” 与 “全球配置派” 的深度对话。美联储降息来袭,市场热议科技浪潮与黄金配置,当传统金融理论在 AI 时代逐渐失效,普通投资者该如何建立自己的投资框架?节目中,我们围绕三大核心议题展开:* 资产配置实战 :海外配置看基本面?黄金该不该加?中美科技投资的布局时机有何玄机?* 科技投资新逻辑 :为何美股7姐妹长盛不衰 ?科技基金经理如何用 “未来估值法” 判断买点?* 投资理念进化 :传统周期理论在指数化发展时代为何失效?量化交易背后的逻辑是否有效?更有投资心理反思、信息筛选原则等干货,助你跳出焦虑,抓住属于这个时代的财富机遇。如果对科技投资、政策机遇有任何疑问,欢迎在评论区留言,我们将一一...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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Vol.5 普通人如何搭建投资框架?聊透全球资产配置思路

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