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佚名 · Investment

宏观情报局

听见宏观,听懂大势——汇集大摩闭门会、华创张瑜旬度、中金研究、招商宏观、洪灏、付鹏、邢自强等一系列大咖最新观点。

Episodes

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20261011-华创宏观张瑜旬度:全球国债利率走高+中国财政加码

11 Oct 2026
40m
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20261009-大摩热点前瞻:台积电前瞻,阿里巴巴最新动态,网易软件与碳化硅

09 Oct 2026
40m
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20261007-招商宏观周周谈:流动性退潮回涌

08 Oct 2026
44m
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20261007-大摩周期论剑:金融、地产、交运、工业、原材料行业更新

07 Oct 2026
1h 7m
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20261005-大摩宏观策略谈:股市楼市,还要割裂多久?

05 Oct 2026
58m
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20260928-大摩宏观策略谈:9.24两周年,经济与市场下一步

28 Sep 2026
1h 4m
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20260927-招商宏观周周谈:为什么10年美债收益率轻松破5%?

27 Sep 2026
52m
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20260925-大摩热点前瞻:先进封装、覆铜板、AI 广告、阿里巴巴及中国 AI 之路,中国最佳企业峰会核心结论

25 Sep 2026
37m
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20260923-大摩周期论剑:交运、工业、原材料行业更新

23 Sep 2026
42m
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