市场透视 Moving Markets
Julius Baer“市场透视”是一档专家访谈系列节目。来自全球各地的专家将在节目中分析全球市场动态，并分享他们的重要见解和投资策略。在每一期节目中，我们将针对不断变化的经济和市场格局，穿越迷雾，看透本质，为您带来切实可行的投资建议和宏观研究成果。 本播客节目所含信息属营销资料。所述观点不构成独立的金融/投资研究结果，亦不构成投资建议或瑞士宝盛购买或出售证券的要约。
| Publishes | Monthly | Episodes | 83 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessInvesting |
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Latest Episodes
美国近期在格陵兰相关议题上的动作，再度将地缘政治风险推至聚光灯下，也牵动全球资产的重新定价：美元疲软、黄金与白银溢价扩大，避险情绪明显升温。在此背景下，全球市场正面临新一轮风险与机会的交织。与此同时，中港市场稳步走强，两融升温亦引发关注：本轮行情是否会重演2015年的过热？监管提高融资保证金比例的信号，对市场而言又意味着怎样的节奏变化？
节目还将探讨港股的新一轮IPO潮、中国经济周期的走势以及2026年值得重点投资的板块。
本期《市场透视》播客（于2026年1月21日录制）由瑞士宝盛香港研究... more
步入2026年，信息已十分清晰：保持灵活应变，同时拓宽投资视野，才是制胜前提。十余年来，美国市场始终是全球投资的引力核心。但2026年需要我们采取更广阔的视角——聚焦全球机遇，让灵活的战术性策略优先于静态的买入持有模式。
亚洲股市、人工智能、防御型资产、欧洲周期性股票等主题，都将在未来投资版图中扮演关键角色。此外，固定收益布局、澳元债券的投资机会、美元未来走向，以及黄金配置策略也值得深入分析。
在本期《市场透视》播客中，瑞士宝盛亚洲股票专家Monica Xie与固定收益专家Steve Wan... more
中国股市正以稳健态势迈入2026年。一系列政策细节即将落地，包括“十五五”规划及预期延续的消费补贴。这些政策东风能否在近期盘整后继续支撑市场动能，并带动消费板块回暖？在此背景下，自DeepSeek横空出世以来高速发展的中国科技股，又能否在下一年继续领涨？
与此同时，美国AI行情泡沫的担忧仍在发酵，进一步凸显多元化配置的必要性。美元走弱及人民币温和升值等结构性因素，也为投资非美资产增添吸引力。大宗商品方面，坚实的基本面叠加AI发展带动的工业金属需求，预示其涨势仍有空间。
本期《市场透视》播客（... more
近几周，四中全会及中美高层会谈相继圆满落幕，会议释放的政策信号与市场此前预期基本相符。从长期来看，中国对内需发展和科技创新的聚焦，叠加为期一年的中美贸易“停战”等安排，为投资者带来了哪些关键启示？展望2026年港、A股市场的前景，这些因素又能否助力牛市的持续？
与此同时，近期中美股市及黄金价格出现回落，美元则有所走强，短期走势看似与原有趋势背离。这一轮调整背后的驱动因素是什么？在当前环境下，投资者又应如何科学布局长远配置？
本期《市场透视》播客（于2025年11月6日录制）由瑞士宝盛香港研究... more
Reviews
- 请谈谈如何看待金价走势以及美国大选对国际金价得影响？期待😊
美国大选结果将在十多天后揭晓，金价又迈上新台阶。想听听邓总与洪总如何看待未来金价走势，谢谢🙏🏻👍🏻👍🏻👍🏻👍🏻🥳🥳🥳
Apple Podcasts5园长dddddddChinaa year ago - Why
Why suddenly only in Chinese?
Apple Podcasts1Axeladolf
Germanya year ago - Informative
I’ve been listening for around a month and have already listened to most. I’m so hooked! I get so exited to hear the new episodes and sometimes I even go back and listen to the old ones. Keep it up!
Apple Podcasts5Masonconman
United States2 years ago - Awesome
Love the host, great research and just an awesome podcast. New favourite podcast!
Apple Podcasts5Lucas@24wevUnited States2 years ago - Love them
Love this show! It is my family’s go-to for long car trips.
Apple Podcasts5Henry Gerald.United States2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #41 | China/Business/Investing |
Apple Podcasts | #49 |  Hong Kong/Business/Investing |
Apple Podcasts | #123 | China/Business |
Apple Podcasts | #131 | Hong Kong/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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市场透视 Moving Markets launched 5 years ago and published 83 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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