
欢迎来到由中金公司(CICC)中金研究院主持的播客节目。中金研究院(cgi.cicc.com)作为公司一级部门,研究院定位于新时代、新形势下的新型高高端智库,支持中国公共政策研究与决策,参与国际政策讨论和交流
从宏观策略到二级市场,从行业赛道到商业故事:这是一档聚焦经济金融、公共政策、行业前沿的播客;这也是一场研究员之间的炉边漫谈,用一杯咖啡的时间,分享研究过程中的发现,聆听行业翘楚的洞见。
我们也更希望听到你们的声音:你最希望在播客中听到什么样的内容?也欢迎大家在评论区给我们留言!
更多的前沿观察请关注我们的公众号:中金研究院 或 中金点睛
| Publishes | Twice weekly | Episodes | 49 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingManagementBusiness |

欢迎来到中金机器人播客!本期的播客嘉宾是自变量机器人创始人兼CEO王潜博士。
【本期主播】周子彭 中金研究院执行总经理、创新经济团队负责人【本期时间线】00:00:09 开场:具身智能的“冲浪”时刻与王潜博士的背景00:03:14 顶级学者的遗憾:当年为何错过了 Transformer,又为何坚定回归机器人?00:07:03 范式转移:GPT-3 带来的启示,机器人领域苦寻 80 年的“金钥匙”00:10:49 物理世界的 Scaling Law:从“机器制造机器”到星际殖民的资源指... more
【本期内容】近期,很多投资者都有一个强烈的“分裂感”:看宏观数据,似乎还在债务压力和通缩阴影中筑底;但看股市,却能感受到一股按捺不住的暖流。这种股市表现与宏观基本面的明显分化,到底向我们传递了什么信号?中金研究部最新的两篇专题报告《股市与宏观背离的新视角》和《2026年宏观展望》指出,我们正处于一个“再配置”的特殊窗口期,而即将到来的2026年,作为"十五五"的开局之年,政策将在"增减之间"寻找新的平衡点。那么,股市与宏观的"脱钩"反映了什么?
【本期嘉宾】周彭中金公司研究部 宏观组分析师
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欢迎来到中金机器人播客!本期的播客嘉宾是北京灵初智能科技有限公司创始人、CEO王启斌博士。
【本期主播】周子彭 中金研究院执行总经理、创新经济团队负责人【本期时间线】00:01:24 进入人形机器人领域的契机00:05:38 回顾2025年人形机器人发展00:07:53 中外机器人发展前沿的路径比较00:17:04 机器人数据的采集与应用的方向选择00:23:33 机器人模型的路线区隔与潜在挑战00:34:16 机器人商业竞争格局和企业壁垒00:43:48 选择“小全栈”商业路线的... more
欢迎来到中金机器人播客!本期的播客嘉宾是极佳视界联合创始人、首席科学家朱政。
【本期主播】周子彭 中金研究院执行总经理、创新经济团队负责人【本期时间线】00:02:25 世界模型是什么?为什么重要?00:06:09 世界模型如何应用在具身智能领域00:11:50 世界模型应用的挑战00:15:49 世界模型在具身智能与自动驾驶应用的差异00:17:59 世界模型和仿真1.0、2.000:22:51 各种路线的异同00:27:27 怎么理解机器人的世界模型00:32:57 世界... more
可以在优化下,听起来有点难受
我本来兴致勃勃 越听越不可置信了 这教授真做过田野调查吗 农村老人保障一万八美金 到底是谁在领?别说农村 城市里也很少有这个水平吧
这一期其实我觉得真的有点过于理想化了,了解真实的农村状态吗
感觉这期嘉宾完全是把人资源化
两位分析师分析的很深入细致,内容丰富,希望以后更多一些类似调研报告的内容。
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