FutureCast/未来播报
atelierqin洞悉明日科技趋势，把握实时投资机遇。 Unlock tomorrow's tech trends and capture today's investment opportunities.
| Publishes | Daily | Episodes | 75 | Founded | 4 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | NewsTechnology | ||
Listen to this Podcast
Latest Episodes
🔥【核心洞察】
• 市场巨变：AI正从数字世界“寒武纪大爆发”式地涌入物理世界，驱动全球机器人硬件市场从2025年的1000亿美元，跃升至2050年的25万亿美元。
• 数量革命：到2050年，预计全球每年将售出14亿台机器人，届时将有总计65亿台机器人在各行各业运行，接近当前全球人口总量。
• 部件盛宴：这场机器人革命将催生对核心部件的指数级需求。例如，到2050年，电机需求将激增260倍，而支持机器人智能的边缘算力需求更是要增长惊人的40,000倍。
• 大国竞赛：地缘政... more
🔥【核心洞察】
• 竞赛升级：美中技术竞争已超越贸易摩擦，进入全体系对抗阶段。双方在技术创新、应用落地、数字基建和技术自给自足四大领域展开全面角逐，目标是建立互不依赖的平行技术体系。
• 胜负手在供应链与电力：半导体、稀土等关键供应链的瓶颈，以及电力供应的充沛与否，将成为决定这场长期竞赛胜负的关键物质基础。美国在尖端半导体设计上领先，但中国在稀土精炼和电力保障上占据优势。
• 明确投资主线：这场由国家意志驱动的竞赛，为稀土、亚洲科技（特别是中国本土半导体与AI芯片）及半导体等领域... more
🔥【核心洞察】
• 战略转向：文件宣称冷战后美国战略已“偏离轨道”，特朗普政府正对其进行根本性修正，核心是回归“美国优先”，将国家利益置于全球主义议程之上。
• 实力基石：新战略建立在无可匹敌的军事、经济、科技与能源实力之上，强调“以实力求和平”，并通过国内改革强化这些基础。
• 主权优先：坚决维护美国主权，反对超国家组织侵蚀；要求盟友公平分担责任，并将贸易与安全利益深度捆绑。
• 多极平衡：战略整体呈现“战略性不干预”倾向，降低全球承诺，聚焦西半球，在亚洲寻求经济主导而非军... more
🔥【核心洞察】
• 策略定力：面对行业调整，茅台展现出科学管理的定力，通过主动调节出货量、优化渠道健康度来夯实长期价值基础。
• 增长引擎：公司正积极拓展商务、生活新场景及科技、新能源等新经济圈层，并培育年轻消费群体，为增长注入新动力。
• 创新与全球化：在产品端谨慎探索创新（如低度酒、风味产品），在市场端加速全球化布局，特别是东南亚市场，以开辟第二增长曲线。
🔍【章节索引】
一、市场策略：如何科学穿越行业周期？
• 主动管理，维护渠道健康：
公司在2025年6-8月... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #71 | China/Technology |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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