[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"$f3l7zhl0w1bi5c":3,"home-latest":17,"home-shows":88,"nav-shows":396,"home-pages":458},{"site":4,"social":10},{"title":5,"description":6,"url":7,"logo":8,"logoWhite":9},"津津乐道播客网络","用耳朵体验世界","https:\u002F\u002Fdaofm.cn","\u002Fimages\u002Flogo.png","\u002Fimages\u002Flogo-white.png",{"weibo":11,"wechat":12,"twitter":13,"telegram":14,"zhihu":15,"email":16},"https:\u002F\u002Fweibo.com\u002Fjinjinledao","津津乐道播客","https:\u002F\u002Ftwitter.com\u002Fjinjinledaofm","https:\u002F\u002Ft.me\u002Fjinjinledao","https:\u002F\u002Fwww.zhihu.com\u002Fcolumn\u002Fjjld","hi@dao.fm",{"episodes":18},[19,32,44,55,64,77],{"showId":20,"guid":21,"title":22,"description":23,"pubDate":24,"duration":25,"audioUrl":26,"audioSize":27,"audioType":28,"image":29,"showTitle":30,"showImage":31},"dao","https:\u002F\u002Fhosting.wavpub.cn\u002Fdao\u002F?p=1321","规则能罚出秩序，却治不了职场里的荒唐（feat. 复兴路310号）","\n\u003Cp>一个人在地铁里把脚踩上座椅，提醒一句，也许就放下来了；一座城市的交通足够混乱，加大处罚力度，也可能很快恢复秩序。规则明确、执行到位，很多问题其实并不难解决。\u003C\u002Fp>\n\n\n\n\u003Cp>真正让人头疼的，是规则以内的荒唐。\u003C\u002Fp>\n\n\n\n\u003Cp>有人入职第一天就实名下场跟网友对线，后来甚至自己制造负面舆情，再拿着“舆情”去找老板告状；有人在公司出售前的签约现场突然要求重新分配利益，离职时又顺手拿走公章；还有人在客户群里日复一日地发送玫瑰表情，被提醒后，却怀疑别人想抢他的客户。\u003C\u002Fp>\n\n\n\n\u003Cp>这些事最令人费解的地方，不只是“不专业”，而是当一个人面前明明摆着许多正常选项，他偏偏选择了那个最别扭、最消耗别人，有时也最损害自己的办法。\u003C\u002Fp>\n\n\n\n\u003Cp>本期节目，我们跟海派播客《复兴路310号》播客的主播一起，从上海与天津的公共秩序聊到职场，从交通陋习聊到合伙人与投资人的离奇操作。三个人交换了一连串听起来像段子、实际发生过的故事，也试着回答一个更难的问题：那些不断制造麻烦的人，究竟是被环境塑造出来的，还是原本就缺乏规则感与职业意识？\u003C\u002Fp>\n\n\n\n\u003Cp>节目里，我们也聊到了职场关系中常被忽略的一面。信任应该慢慢加分，还是先给满分、再根据表现扣分？面对一个持续消耗你的人，有没有必要沟通、教育，甚至试图感化？当管理失效、专业让位于表演，为什么越来越多人开始把聪明用在向上管理和自我保护上？\u003C\u002Fp>\n\n\n\n\u003Cp>规则可以通过惩罚建立秩序，但成熟的合作不能只靠制度兜底。比识别怪人更重要的，或许是尽早看清一段关系的成本，并在荒唐蔓延之前停下来。\u003C\u002Fp>\n\n\n\n\u003Ch2>【本期主播】\u003C\u002Fh2>\n\n\n\n\u003Cul>\u003Cli>朱峰：「津津乐道播客网络」创始人，产品及技术专家。（微博：@zhufengme）\u003C\u002Fli>\u003Cli>阿强：「复兴路310号」主播\u003C\u002Fli>\u003Cli>小刘：「复兴路310号」主播\u003C\u002Fli>\u003C\u002Ful>\n\n\n\n\u003Ch2>【制作团队】\u003C\u002Fh2>\n\n\n\n\u003Cp>后期 \u002F 卷圈\u003Cbr>封面 \u002F 姝琦\u003Cbr>运营 \u002F 卷圈\u003Cbr>监制 \u002F 姝琦\u003Cbr>产品统筹 \u002F bobo\u003C\u002Fp>\n\n\n\n\u003Ch2>【联系我们】\u003C\u002Fh2>\n\n\n\n\u003Cp>希望大家在听友群和评论区多多反馈收听感受，这对我们来说十分重要。欢迎添加津津乐道小助手微信：dao160301，加入听友群。\u003C\u002Fp>\n\n\n\n\u003Ch2>【关于「津津乐道播客网络」】\u003C\u002Fh2>\n\n\n\n\u003Cp>在一派纷繁芜杂里，我们为愉悦双耳而生。科技、教育、文化、美食、生活、技能、情绪……严肃认真却不刻板，拒绝空泛浮夸。与专业且有趣的人携手缔造清流，分享经历，传播体验，厘清世界与你的关系。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fdaofm.podcast.xyz\u002F\" rel=\"nofollow\">津津乐道\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fkejiluandun.podcast.xyz\u002F\" rel=\"nofollow\">科技乱炖\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fjinjinyouwei.podcast.xyz\u002F\" rel=\"nofollow\">津津有味\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fyuantanghua.podcast.xyz\u002F\" rel=\"nofollow\">记者下班\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fbusanbusi.podcast.xyz\u002F\" rel=\"nofollow\">不叁不肆\u003C\u002Fa> \u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>收听平台\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>苹果播客 | 小宇宙App | Spotify | 喜马拉雅 | 网易云音乐 | QQ音乐 | 微信听书 | 荔枝FM | 央广云听 | 听听FM | Sure竖耳App | Bilibili | YouTube | 华为播客\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>联系我们\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fdao.fm\u002F\" rel=\"nofollow\">津津乐道播客官网\u003C\u002Fa> | 公众号：津津乐道播客 | 微信：dao160301 | 微博：\u003Ca href=\"https:\u002F\u002Fweibo.com\u002Fu\u002F5863422056\" rel=\"nofollow\">津津乐道播客\u003C\u002Fa> | 商业合作：hi@dao.fm | \u003Ca href=\"https:\u002F\u002Fdao.fm\u002Fcopyright\u002F\" rel=\"nofollow\">版权声明\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Ffeeds.daopub.com\u002Fld.xml\" rel=\"nofollow\">RSS订阅\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>本节目由「\u003Ca href=\"https:\u002F\u002Fwavpub.com\u002F\" rel=\"nofollow\">声湃 WavPub\u003C\u002Fa>」提供内容托管和数据服务支持。\u003C\u002Fstrong>\u003C\u002Fp>\n",1789570800,5510,"https:\u002F\u002Ftk.wavpub.com\u002FWPTK_3NCK3b7sdnm1tMFd.mp3",66251822,"audio\u002Fmpeg","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002Fe398876c-8602-4786-a959-468fe32115e7\u002F2bbc1c84ced5ad85.jpg","津津乐道","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002Fe398876c-8602-4786-a959-468fe32115e7\u002Fdacfbc36562d8443.png",{"showId":33,"guid":34,"title":35,"description":36,"pubDate":37,"duration":38,"audioUrl":39,"audioSize":40,"audioType":28,"image":41,"showTitle":42,"showImage":43},"ld","https:\u002F\u002Fhosting.wavpub.cn\u002Fdao-sub\u002F?p=1412","Anthropic口中的AI安全，为什么听起来像一场生意保卫战？","\n\u003Cp>最近，Anthropic很忙。\u003C\u002Fp>\n\n\n\n\u003Cp>它发布威胁情报报告，讲Claude如何被用于模型蒸馏、网络攻击、诈骗和监控系统；它隐藏思维链、升级风控、严查账号；它还呼吁整个行业放慢脚步，警惕发展过快的AI威胁人类。\u003C\u002Fp>\n\n\n\n\u003Cp>这些担忧当然不全是假的。问题是，当一家模型公司开始判断谁可以使用AI、什么用途值得警惕，甚至把用户行为写进公开报告时，它究竟是在守护安全，还是在争夺定义“安全”的权力？\u003C\u002Fp>\n\n\n\n\u003Cp>更耐人寻味的是，平时互不相让的达里奥、奥特曼和马斯克，这一次竟然罕见地在“AI应该慢一点”上找到了共同语言。但在一场谁先减速、谁就可能掉队的竞赛里，他们真的会松开油门吗？\u003C\u002Fp>\n\n\n\n\u003Cp>要理解今天这场争论，我们把时间拨回到冷战时期。从“巴统”的技术禁运，到东芝机械向苏联出售高精度机床，再到美国议员当众砸烂东芝收音机，历史反复证明一件事：技术管制从来不只关乎安全，也关乎市场、盟友、产业利益，以及谁有资格破例。\u003C\u002Fp>\n\n\n\n\u003Cp>当年的关键词是机床、潜艇和半导体，今天则换成了芯片、云端算力、模型蒸馏与开源AI。工具变了，围绕技术修墙、绕路和讨价还价的故事，却熟悉得惊人。\u003C\u002Fp>\n\n\n\n\u003Cp>我们并不打算简单判断Anthropic是善是恶。AI确实需要边界，滥用也确实存在。但当“为了全人类”与一家公司的商业利益恰好指向同一个方向，我们至少应该多问一句：\u003C\u002Fp>\n\n\n\n\u003Cp>这场安全讨论，究竟是在给AI踩刹车，还是在给后来者设置路障？\u003C\u002Fp>\n\n\n\n\u003Ch2>【本期主播】\u003C\u002Fh2>\n\n\n\n\u003Cul>\u003Cli>朱峰：「津津乐道播客网络」创始人，产品及技术专家。（微博：@zhufengme）\u003C\u002Fli>\u003Cli>某高老师：「科技乱炖」主播，资深运维专家，互联网和 IT 行业从业20 年，现任某互联网安全公司高管。（微博：@某高老师，Blog：\u003Ca href=\"https:\u002F\u002Fsomeonegao.com\u002F\" rel=\"nofollow\">某高老师 – 人间观察\u003C\u002Fa>）\u003C\u002Fli>\u003Cli>高春辉：「科技乱炖」主播。“中国互联网站长第一人”，科技、互联网领域的连续创业者。（微博：@高春辉，微信公众号：老高的互联网杂谈）\u003C\u002Fli>\u003C\u002Ful>\n\n\n\n\u003Ch2>【制作团队】\u003C\u002Fh2>\n\n\n\n\u003Cp>后期 \u002F 朱峰\u003Cbr>封面 \u002F 姝琦\u003Cbr>运营 \u002F 卷圈\u003Cbr>监制 \u002F 姝琦\u003Cbr>产品统筹 \u002F bobo\u003Cbr>场地支持 \u002F 声湃轩北京录音间\u003C\u002Fp>\n\n\n\n\u003Ch2>【联系我们】\u003C\u002Fh2>\n\n\n\n\u003Cp>希望大家在听友群和评论区多多反馈收听感受，这对我们来说十分重要。欢迎添加津津乐道小助手微信：dao160301，加入听友群。\u003C\u002Fp>\n\n\n\n\u003Ch2>【关于「科技乱炖」】\u003C\u002Fh2>\n\n\n\n\u003Cp>由多名资深从业者主持的科技点评播客，以实际工作中积累的经验为基础，结合实际，把近期科技热点变成犀利、独到、深刻的独家观点。\u003C\u002Fp>\n\n\n\n\u003Ch2>【关于「津津乐道播客网络」】\u003C\u002Fh2>\n\n\n\n\u003Cp>在一派纷繁芜杂里，我们为愉悦双耳而生。科技、教育、文化、美食、生活、技能、情绪……严肃认真却不刻板，拒绝空泛浮夸。与专业且有趣的人携手缔造清流，分享经历，传播体验，厘清世界与你的关系。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fdaofm.podcast.xyz\u002F\" rel=\"nofollow\">津津乐道\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fkejiluandun.podcast.xyz\u002F\" rel=\"nofollow\">科技乱炖\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fjinjinyouwei.podcast.xyz\u002F\" rel=\"nofollow\">津津有味\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fyuantanghua.podcast.xyz\u002F\" rel=\"nofollow\">记者下班\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fbusanbusi.podcast.xyz\u002F\" rel=\"nofollow\">不叁不肆\u003C\u002Fa> \u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>收听平台\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>苹果播客 | 小宇宙App | Spotify | 喜马拉雅 | 网易云音乐 | QQ音乐 | 微信听书 | 荔枝FM | 央广云听 | 听听FM | Sure竖耳App | Bilibili | YouTube | 华为播客\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>联系我们\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fdao.fm\u002F\" rel=\"nofollow\">津津乐道播客官网\u003C\u002Fa> | 公众号：津津乐道播客 | 微信：dao160301 | 微博：\u003Ca href=\"https:\u002F\u002Fweibo.com\u002Fu\u002F5863422056\" rel=\"nofollow\">津津乐道播客\u003C\u002Fa> | 商业合作：hi@dao.fm | \u003Ca href=\"https:\u002F\u002Fdao.fm\u002Fcopyright\u002F\" rel=\"nofollow\">版权声明\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Ffeeds.daopub.com\u002Fld.xml\" rel=\"nofollow\">RSS订阅\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>本节目由「\u003Ca href=\"https:\u002F\u002Fwavpub.com\u002F\" rel=\"nofollow\">声湃 WavPub\u003C\u002Fa>」提供内容托管和数据服务支持。\u003C\u002Fstrong>\u003C\u002Fp>\n",1789484400,5780,"https:\u002F\u002Ftk.wavpub.com\u002FWPTK_VmrGu1mdU73XrlB8.mp3",69588482,"https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002F7008bf9f-6510-4c43-b035-078e1bfabfff\u002F463375b21cd4862b.jpg","科技乱炖","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002F7008bf9f-6510-4c43-b035-078e1bfabfff\u002Ffa390d6c7c1ac5c9.png",{"showId":45,"guid":46,"title":47,"description":48,"pubDate":49,"duration":50,"audioUrl":51,"audioSize":52,"audioType":28,"showTitle":53,"showImage":54},"readfreely","https:\u002F\u002Fhosting.wavpub.cn\u002Freadfreely\u002F?p=1336","《小岛经济学》：知识以一种狡猾的方式进入我的脑子｜81","\n\u003Cp>你是否会感觉：每次看宏观新闻，有很多经济术语眼熟，但脑子里却是一本糊涂账？\u003C\u002Fp>\n\n\n\n\u003Cp>或者你总觉得，经济学是一门离普通人很远、充满复杂数学公式的高深学问？\u003C\u002Fp>\n\n\n\n\u003Cp>今天我要讲的这本奇书《小岛经济学》，用极其简单的荒岛故事——三个人、几条鱼、几张渔网——就完美复刻了人类经济从零开始、直到走向泡沫崩溃的全过程。\u003C\u002Fp>\n\n\n\n\u003Cp>本书的这哥俩作者非常有来头，哥哥彼得·希夫曾在06年精准预言了随后的次贷危机，人送外号“末日博士”。他用这座荒岛的故事，向我们犀利地揭示了：\u003C\u002Fp>\n\n\n\n\u003Cul>\u003Cli>\u003Cstrong>资本的诞生：\u003C\u002Fstrong>第一张渔网被织出来的那天，为什么是改变命运的“天启时刻”？\u003C\u002Fli>\u003Cli>\u003Cstrong>通货膨胀的本质：\u003C\u002Fstrong>鱼还是那条鱼，为什么物价却涨上了天？政府“印鱼券”的诡计藏在哪里？\u003C\u002Fli>\u003Cli>\u003Cstrong>房产泡沫的炸裂：\u003C\u002Fstrong>当你把首付变低、把房子当成无限提款机时，为什么说接盘的倒霉蛋注定会破产？\u003C\u002Fli>\u003Cli>\u003Cstrong>美元超发的逻辑：\u003C\u002Fstrong>美岛是如何靠着印纸片，从拼命干活的中岛帝国那里换来无数资源的？\u003C\u002Fli>\u003Cli>但请注意，这本书虽然故事讲得好，但它带着强烈的“奥地利经济学派”滤镜，对很多现代干预政策抱有偏见。\u003C\u002Fli>\u003Cli>在本期的后半段，我将带你跳出作者的框架，不带立场、辩证地看这本畅销书里的观点判断。\u003C\u002Fli>\u003C\u002Ful>\n\n\n\n\u003Cp>听完这期，你不仅能弄懂宏观经济的底层逻辑，还能收获一场痛快的思辨训练。在这个不断波动的周期里，先给自己织好一张抗风险的“渔网”吧。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>本期聊到的书\u003C\u002Fstrong>：\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fu.jd.com\u002FxD4DD2y\" rel=\"nofollow\">《小岛经济学》\u003C\u002Fa>\u003C\u002Fstrong> (How an Economy Grows and Why It Crashes) [美] 彼得·希夫 \u002F 安德鲁·希夫\u003C\u002Fp>\n\n\n\n\u003Cp>关联提及图书\u002F概念：《史上最伟大的交易》、凯恩斯主义与奥地利学派大辩论\u003C\u002Fp>\n\n\n\n\u003Cp>—-\u003C\u002Fp>\n\n\n\n\u003Cp>❤️\u003Cstrong>你可以通过以下方式联系\u002F关注我们：\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>🍠\u003Cstrong>小红书（获取过往讲书要点笔记）：\u003Ca href=\"https:\u002F\u002Fwww.xiaohongshu.com\u002Fuser\u002Fprofile\u002F6427146300000000120119da?xhsshare=CopyLink&appuid=6427146300000000120119da&apptime=1728814646&share_id=0f7ce0cea2b94328bd61af107f9aeb79\" rel=\"nofollow\">哈希\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>📷\u003Cstrong>视频号：哈希-不束高阁\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>🎵\u003Cstrong>抖音（正在更新【理财纪录片推荐】系列）：\u003Ca href=\"https:\u002F\u002Fv.douyin.com\u002FsZHkVe2mRdY\u002F\" rel=\"nofollow\">哈希｜重塑价值人生ing\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>微博：\u003Ca href=\"https:\u002F\u002Fweibo.com\u002Fu\u002F7906180754\" rel=\"nofollow\">@一颗哈希\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>🎧 添加主播加入听友群：haxi_xxx\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>—-\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>时间轴\u003C\u002Fstrong>\u003Cstrong>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>00:15 宏观经济新闻听不懂？有了这座小岛，再复杂的“通胀”和“量化宽松”都将变成大白话\u003C\u002Fp>\n\n\n\n\u003Cp>01:05 预测了08年次贷危机的“末日博士”，为什么他写的书我们却要“防着点”听？\u003C\u002Fp>\n\n\n\n\u003Cp>01:34 【极简经济学扫盲】1分钟搞懂：爱花钱的“凯恩斯主义” VS 爱让市场自由暴雷的“奥地利学派”\u003C\u002Fp>\n\n\n\n\u003Cp>04:32 小岛故事开局：岛上只有3个人，每天徒手抓1条鱼，这就叫“没有资本的原始经济”\u003C\u002Fp>\n\n\n\n\u003Cp>05:29 \u003Cstrong>【第一课·资本的诞生】\u003C\u002Fstrong>：艾伯饿了一天肚子造出一张“渔网”，为什么这被叫做小岛的天启时刻？\u003C\u002Fp>\n\n\n\n\u003Cp>06:12 反驳作者：经济的发动机仅仅只是“生产”吗？为什么说消费绝不只是仪表盘上的读数！\u003C\u002Fp>\n\n\n\n\u003Cp>08:59 当手里有了多余的鱼，艾伯面对的5种理财选项是什么？\u003C\u002Fp>\n\n\n\n\u003Cp>10:18 \u003Cstrong>【第二课·信贷的逻辑】\u003C\u002Fstrong>：借鱼去度假坚决不借！把鱼借给别人造船织网，为什么成了所有人共赢的生意？\u003C\u002Fp>\n\n\n\n\u003Cp>14:07 \u003Cstrong>【第三课·货币的起源】\u003C\u002Fstrong>：鱼是怎么取代物物交换，变成了连通小岛血管的“一般等价物”的？\u003C\u002Fp>\n\n\n\n\u003Cp>17:02 \u003Cstrong>【第四课·通货膨胀】\u003C\u002Fstrong>：政客登场！把3条真鱼打碎捏成4条假鱼，财富没变，但你口袋里的钱为什么变毛了？\u003C\u002Fp>\n\n\n\n\u003Cp>20:28\u003Cstrong>【第五课·房产泡沫\u003C\u002Fstrong>】：把自住的棚屋变成杠杆“提款机”，这一场必将引发海啸的击鼓传花游戏\u003C\u002Fp>\n\n\n\n\u003Cp>24:43 泡沫的破裂：当没有人愿意再高价接盘棚屋时，为什么整个金融系统会连环爆炸？\u003C\u002Fp>\n\n\n\n\u003Cp>26:32 \u003Cstrong>【第六课·美元霸权】\u003C\u002Fstrong>：美岛与中岛的隐喻。美元是如何靠“印纸片”收割全世界努力捕鱼的人的？\u003C\u002Fp>\n\n\n\n\u003Cp>31:34 \u003Cstrong>【辩证反转】\u003C\u002Fstrong>：跳出作者的“奥地利学派”偏见，辩证盘一盘这本书\u003C\u002Fp>\n\n\n\n\u003Cp>32:00 泡沫破了政府就该见死不救？为什么说“让市场完全自由出清”会带来全社会的灾难？\u003C\u002Fp>\n\n\n\n\u003Cp>33:59 回归“金本位（鱼本位）”真的是万能药吗？\u003C\u002Fp>\n\n\n\n\u003Cp>35:09 坚信美国要完蛋的“末日博士”，是如何在09年后踏空了长达十几年的美股超级大牛市的？\u003C\u002Fp>\n\n\n\n\u003Cp>35:56 别管宏观怎么变，从今天开始，去织一张属于你的抗风险“小渔网”吧。\u003C\u002Fp>\n\n\n\n\u003Cp>添加主播加入听友群：haxi_xxx\u003C\u002Fp>\n\n\n\n\u003Cfigure>\u003Cimg width=\"720\" height=\"981\" src=\"https:\u002F\u002Fmedia-one.wavpub.com\u002Fshownotes\u002F12d6b5d0-1cff-45b0-ba4a-5dbdce0bd171\u002F86068d3a2bf98c59.png\" alt=\"\"\u002F>\u003C\u002Ffigure>\n\n\n\n\u003Cp>“不束高阁”已上线平台：小宇宙、喜马拉雅、苹果播客、微博、荔枝、网易云音乐、豆瓣、spotify\u003C\u002Fp>\n",1789468640,2272,"https:\u002F\u002Ftk.wavpub.com\u002FWPTK_2IRTnGkJw9LcwQwC.mp3",27615129,"不束高阁","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002F12d6b5d0-1cff-45b0-ba4a-5dbdce0bd171\u002Fcd741e80e5f75960.jpg",{"showId":20,"guid":56,"title":57,"description":58,"pubDate":59,"duration":60,"audioUrl":61,"audioSize":62,"audioType":28,"image":63,"showTitle":30,"showImage":31},"https:\u002F\u002Fhosting.wavpub.cn\u002Fdao\u002F?p=1316","老板不亲自下场，AI转型大概率只剩一场表演","\n\u003Cp>几乎每个老板都在谈AI转型。买模型、做培训、建团队、改产品，动作一个不少，结果却常常停在几封自动生成的邮件和几场热闹的头脑风暴里。\u003C\u002Fp>\n\n\n\n\u003Cp>问题未必出在AI不够强，而是企业根本没有想清楚，要让AI解决哪一个具体问题。老板只负责提出“必须拥抱AI”，再把任务层层交给团队，员工很容易把转型做成一场汇报。当执行者拿着七八十分的动力，撞上九十分的困难，项目往往就悄无声息地停了下来。\u003C\u002Fp>\n\n\n\n\u003Cp>这期节目，我们从一家十年SaaS公司的真实转型聊起。考试星曾投入至少500万元，把AI引入线下阅卷。技术效果不错，效率和质量也超过人工，最终却因为扫描设备、操作成本和客户工作习惯等现实问题，没能成为一门跑通的生意。\u003C\u002Fp>\n\n\n\n\u003Cp>这次教训让团队重新理解了AI转型。它不是给旧产品装一个Copilot，也不是把过去十年的功能原样搬进新时代，而是重新寻找客户愿意付费的问题，重新定义产品，甚至重新组建团队。考试星后来打造AI实战星，产品几乎百分之百重做，核心的1.0版本由创始人亲自开发。\u003C\u002Fp>\n\n\n\n\u003Cp>为什么一定要老板下场？因为只有一号位掌握足够多的信息，能够识别真正的业务痛点、调动资源，并在模型、产品或商业模式出现问题时迅速转向。更重要的是，老板亲手做出原型，本身就是一种信号，让团队知道这不是又一次追逐热点的临时任务。\u003C\u002Fp>\n\n\n\n\u003Cp>我们也聊到另一个正在发生的变化。当AI可以轻易回答问题，学历、履历和知识型考试的区分度都在下降。企业真正需要的，是能否把事情做成、能否独立跑通一个闭环，以及能否从第一天就想到产品怎样交付、怎样商业化。比起一份漂亮的简历，一个真实做过的项目，可能更接近能力的真相。\u003C\u002Fp>\n\n\n\n\u003Ch2>【本期主播】\u003C\u002Fh2>\n\n\n\n\u003Cul>\u003Cli>白宦成，全流程工程师，AI 产品经理，RTE 开发者社区布道师，津津乐道播客网络主播\u003C\u002Fli>\u003Cli>陈沧，AI 实战星 \u002F 考试星创始人。AI 实战星由原考试星孵化，依托考试星累计服务 50 万+企业、1.4 亿人才测评的深厚积累，专注于 AI 人才评估。平台通过真实业务场景测评，帮助企业精准筛选具备实操能力的 AI 人才，同时为求职者提供展示真实 AI 工作能力的平台。\u003C\u002Fli>\u003Cli>郝芮，WaveHeart 创始人。依托自身积累的数十万数字游民创业者与远程工作者流量需求，WaveHeart 正在让每一个普通创业者，都能以最低成本、最快速度，跑通属于自己的第一个全球收入验证。\u003C\u002Fli>\u003C\u002Ful>\n\n\n\n\u003Ch2>【制作团队】\u003C\u002Fh2>\n\n\n\n\u003Cp>后期 \u002F 卷圈\u003Cbr>封面 \u002F 姝琦\u003Cbr>运营 \u002F 卷圈\u003Cbr>监制 \u002F 姝琦\u003Cbr>产品统筹 \u002F bobo\u003Cbr>场地支持 \u002F Link X Demo Day 2026\u003C\u002Fp>\n\n\n\n\u003Ch2>【联系我们】\u003C\u002Fh2>\n\n\n\n\u003Cp>希望大家在听友群和评论区多多反馈收听感受，这对我们来说十分重要。欢迎添加津津乐道小助手微信：dao160301，加入听友群。\u003C\u002Fp>\n\n\n\n\u003Ch2>【关于「津津乐道播客网络」】\u003C\u002Fh2>\n\n\n\n\u003Cp>在一派纷繁芜杂里，我们为愉悦双耳而生。科技、教育、文化、美食、生活、技能、情绪……严肃认真却不刻板，拒绝空泛浮夸。与专业且有趣的人携手缔造清流，分享经历，传播体验，厘清世界与你的关系。\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fdaofm.podcast.xyz\u002F\" rel=\"nofollow\">津津乐道\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fkejiluandun.podcast.xyz\u002F\" rel=\"nofollow\">科技乱炖\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fjinjinyouwei.podcast.xyz\u002F\" rel=\"nofollow\">津津有味\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fyuantanghua.podcast.xyz\u002F\" rel=\"nofollow\">记者下班\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Fbusanbusi.podcast.xyz\u002F\" rel=\"nofollow\">不叁不肆\u003C\u002Fa> \u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>收听平台\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>苹果播客 | 小宇宙App | Spotify | 喜马拉雅 | 网易云音乐 | QQ音乐 | 微信听书 | 荔枝FM | 央广云听 | 听听FM | Sure竖耳App | Bilibili | YouTube | 华为播客\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>联系我们\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Ca href=\"https:\u002F\u002Fdao.fm\u002F\" rel=\"nofollow\">津津乐道播客官网\u003C\u002Fa> | 公众号：津津乐道播客 | 微信：dao160301 | 微博：\u003Ca href=\"https:\u002F\u002Fweibo.com\u002Fu\u002F5863422056\" rel=\"nofollow\">津津乐道播客\u003C\u002Fa> | 商业合作：hi@dao.fm | \u003Ca href=\"https:\u002F\u002Fdao.fm\u002Fcopyright\u002F\" rel=\"nofollow\">版权声明\u003C\u002Fa> | \u003Ca href=\"https:\u002F\u002Ffeeds.daopub.com\u002Fld.xml\" rel=\"nofollow\">RSS订阅\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>本节目由「\u003Ca href=\"https:\u002F\u002Fwavpub.com\u002F\" rel=\"nofollow\">声湃 WavPub\u003C\u002Fa>」提供内容托管和数据服务支持。\u003C\u002Fstrong>\u003C\u002Fp>\n",1789465124,2983,"https:\u002F\u002Ftk.wavpub.com\u002FWPTK_Oubz7gIlaulVFWw8.mp3",35895526,"https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002Fe398876c-8602-4786-a959-468fe32115e7\u002F1a47fe3bd840c2c8.jpg",{"showId":65,"guid":66,"title":67,"description":68,"pubDate":69,"duration":70,"audioUrl":71,"audioSize":72,"audioType":73,"image":74,"showTitle":75,"showImage":76},"china-diplomacy-now","https:\u002F\u002Fhosting.wavpub.cn\u002Fchina-diplomacy-now\u002F?p=39","Phone Call with Britain’s New PM, Two Congratulatory Messages and Xi’s Museum Diplomacy","\n\u003Cp>A phone call with Britain’s new Prime Minister, two congratulatory messages, and a look at why President Xi Jinping so often uses museums as a backdrop for diplomacy.\u003C\u002Fp>\n\n\n\n\u003Cp>In our third episode of “China Diplomacy Now,” we’ll take you through what President Xi has been doing since he returned to Beijing after attending the 2026 SCO Summit in Bishkek and wrapping up his state visits to Kyrgyzstan and Egypt.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003Cstrong>Further Reading:\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fen.chinadiplomacy.org.cn\u002F2026-09\u002F09\u002Fcontent_118686585.shtml\" rel=\"nofollow\">Xi holds phone talks with British PM\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fen.chinadiplomacy.org.cn\u002F2026-09\u002F04\u002Fcontent_118680925.shtml\" rel=\"nofollow\">Xi sends congratulatory message to 8th China-Russia Energy Business Forum\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fen.chinadiplomacy.org.cn\u002F2026-09\u002F09\u002Fcontent_118687170.shtml\" rel=\"nofollow\">Xi extends congratulations over DPRK’s 78th founding anniversary\u003C\u002Fa>\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fen.chinadiplomacy.org.cn\u002F2026-09\u002F05\u002Fcontent_118681638.shtml\" rel=\"nofollow\">Xi’s cultural journey through museums\u003C\u002Fa>\u003C\u002Fli>\u003C\u002Ful>\n\n\n\n\u003Cp>Follow us on \u003Ca href=\"https:\u002F\u002Fpodcasts.apple.com\u002Fus\u002Fpodcast\u002Fchina-diplomacy-now\u002Fid6806158029\" rel=\"nofollow\">Apple Podcasts\u003C\u002Fa>, \u003Ca href=\"https:\u002F\u002Fopen.spotify.com\u002Fshow\u002F5ixe689mREHUrlEA6D8cYx\" rel=\"nofollow\">Spotify\u003C\u002Fa> and \u003Ca href=\"https:\u002F\u002Fwww.youtube.com\u002Fplaylist?list=PLDJZh7m4xhHs\" rel=\"nofollow\">YouTube\u003C\u002Fa>.\u003C\u002Fp>\n\n\n\n\u003Cp>\u003C\u002Fp>\n",1789358400,611,"https:\u002F\u002Ftk.wavpub.com\u002FWPTK_5ORC48LiLvsWMADM.m4a",7622904,"audio\u002Fmp4","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002Fa9bfb761-d637-4849-92bc-835f13aeaff0\u002F5f96bde58c85b98d.jpg","China Diplomacy Now","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002Fa9bfb761-d637-4849-92bc-835f13aeaff0\u002F766325e1073f3cbd.png",{"showId":78,"guid":79,"title":80,"description":81,"pubDate":82,"duration":83,"audioUrl":84,"audioSize":85,"audioType":73,"showTitle":86,"showImage":87},"snowball","6aa3da9c9d3264778167a6c4","2026年中报季收官：增长、现金流与资本开支，透露了什么？","\u003Cp>2026年的中报季终于落下了帷幕，看到一份份成绩单，相信也是几家欢喜几家愁。\u003C\u002Fp>\u003Cp>今天这期「厚雪长波」做了一件不太一样的事——我们邀请了23位雪球球友，每人解读一家自己长期跟踪和研究的上市公司中报，这些公司覆盖了AI科技、互联网、文娱、地产、家电、消费、医药、能源等——可以说是构成了一幅独特的“散户视角的中报群像”。\u003C\u002Fp>\u003Cp>上市公司财报的定期披露，本质上是一份全市场的体检报告，我们可以从中洞察一二：哪些公司还在增长？哪些赛道开始放缓？哪些叙事被证伪？又有哪些新的逻辑被验证？我们希望听友们能够从这期节目中不同球友对各个企业的解读里，挖掘出更多不同视角与思路；从浮于纸面上的财务数据和业绩表现，深入到对企业、对投资更本质的逻辑思考与价值分析里去。\u003C\u002Fp>\u003Cp>这23位球友提供的中报解读或深或浅、或对或错，仅供参考，市场有风险、投资需谨慎，投资从来都不是一件简单的事儿，财报表现一定有其意义，但并不能代表全部。\u003C\u002Fp>\u003Ch2>本期剧透\u003C\u002Fh2>\u003Cp>1、01:36 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F1333903283\" rel=\"nofollow\">@阿企笔记\u003C\u002Fa>——阿里巴巴：为什么要在现金流最紧的时候继续重注算力？这场“烧钱”，究竟是负担还是下一轮增长的提前布局？\u003C\u002Fp>\u003Cp>2、05:46 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F7815672011\" rel=\"nofollow\">@巍巍昆仑侠\u003C\u002Fa>——腾讯：超级入口也要面对一个现实问题：AI越强，商业模式反而可能越重。\u003C\u002Fp>\u003Cp>3、09:19 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F5332385101\" rel=\"nofollow\">@陆家嘴幽灵\u003C\u002Fa>——长鑫科技：真正值得看的，不只是业绩爆发，而是国产存储能否从“国产替代”真正走进高端供应链？\u003C\u002Fp>\u003Cp>4、14:12 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F1950128274\" rel=\"nofollow\">@郭施亮\u003C\u002Fa>——英伟达：从芯片到网络、整机柜和软件，它正在把自己的护城河越挖越深——10万亿美元市值，究竟是想象力还是时间问题？\u003C\u002Fp>\u003Cp>5、19:43 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F3386153330\" rel=\"nofollow\">@刘志超\u003C\u002Fa>——亚马逊：AI到底能不能赚钱？AWS给出了一个阶段性的答案\u003C\u002Fp>\u003Cp>6、23:25 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F1835829265\" rel=\"nofollow\">@狸哥很懒\u003C\u002Fa>——微软：Azure增速重新加速，但巨额CAPEX、折旧年限调整和经营租赁，也让“AI资本开支到底值不值”成为新的估值命题\u003C\u002Fp>\u003Cp>7、28:49 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F8959134488\" rel=\"nofollow\">@明大教主\u003C\u002Fa>——中国平安：一个高股息、低估值的保险巨头，能否继续充当穿越市场波动的“压舱石”？\u003C\u002Fp>\u003Cp>8、32:28 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F1025819408\" rel=\"nofollow\">@西峯\u003C\u002Fa>——万科：未来的房地产企业，究竟还能不能靠高杠杆、高周转活下去？\u003C\u002Fp>\u003Cp>9、37:15 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F6056806984\" rel=\"nofollow\">@朱酒\u003C\u002Fa>——泸州老窖：收入和利润双双下滑，白酒行业真的变差了吗？比起利润表，更值得观察的其实是飞天茅台、普五和国窖1573的价格体系\u003C\u002Fp>\u003Cp>10、41:06 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F1830902728\" rel=\"nofollow\">@小北读财报\u003C\u002Fa>——伊利：穿越消费低谷，真正考验的可能不是“大象还能不能长大”，而是能不能在存量市场里持续找到增量\u003C\u002Fp>\u003Cp>11、45:58 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F1632625377\" rel=\"nofollow\">@一凡蒂诺维奇\u003C\u002Fa>——牧原：关停低效产能、优化种群、降低完全成本、做大屠宰业务——评价一家周期股，究竟该看当下亏了多少，还是看它能不能活着走出周期？\u003C\u002Fp>\u003Cp>12、50:50 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F5742821612\" rel=\"nofollow\">@养叔的猫\u003C\u002Fa>——海尔&美的&格力：房地产下行、国补退坡、原材料上涨，家电三巨头交出了完全不同的成绩单\u003C\u002Fp>\u003Cp>13、56:37 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F6344107619\" rel=\"nofollow\">@Takun\u003C\u002Fa>——阅文集团：正在经历一次真正的“换发动机”——从文字阅读平台，走向短剧、漫剧、影视和衍生品组成的IP全产业链\u003C\u002Fp>\u003Cp>14、01:01:27 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F9905072371\" rel=\"nofollow\">@阿狸\u003C\u002Fa>——泡泡玛特：Labubu热潮之后，泡泡玛特真正需要回答的不是还能不能卖爆，而是海外大店模型能不能重新跑通？\u003C\u002Fp>\u003Cp>15、01:04:40 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F3759548608\" rel=\"nofollow\">@李卓\u003C\u002Fa>——康方生物：创新药真正的价值，到底应该看当期收入，还是未来管线？\u003C\u002Fp>\u003Cp>16、01:10:02 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F9317949837\" rel=\"nofollow\">@棋行者\u003C\u002Fa>——宁德时代：电池行业穿越价格战之后，宁德时代的增长天花板究竟在哪里？\u003C\u002Fp>\u003Cp>17、01:14:12 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F6843441724\" rel=\"nofollow\">@青山隐士\u003C\u002Fa>——天齐锂业：“亮眼但需警惕”——周期股最不能只看同比，一旦供给重新增加，今天的高利润还能持续多久？\u003C\u002Fp>\u003Cp>18、01:17:28 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F9829780332\" rel=\"nofollow\">@总府榕树\u003C\u002Fa>——紫金矿业：金属高价周期下，资源公司的利润杠杆正在显现。黄金、铜、锂三条线同时推进，紫金还能不能继续靠“资源并购+产量增长”穿越周期？\u003C\u002Fp>\u003Cp>19、01:22:24 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F2681290304\" rel=\"nofollow\">@学知利行\u003C\u002Fa>——长江电力：水电的魅力从来不是高增长，而是稳定的现金流；但当增量开始转向抽蓄和风光一体化，这份确定性还剩多少？\u003C\u002Fp>\u003Cp>20、01:26:02 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F9743713791\" rel=\"nofollow\">@赛艇队长\u003C\u002Fa>——中远海控：航运股似乎正在从“赌运价弹性”，逐渐走向“低估值+高分红+高回购”的新逻辑\u003C\u002Fp>\u003Cp>21、01:30:46 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F5436386345\" rel=\"nofollow\">@痛快舒畅\u003C\u002Fa>——比亚迪：比亚迪正在经历的，可能不是增长停滞，而是从“规模优先”向“利润优先”的一次切换\u003C\u002Fp>\u003Cp>22、01:36:12 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F9201106692\" rel=\"nofollow\">@howmissyou\u003C\u002Fa>——顺丰：把中国企业出海带来的物流需求变成自己的第二增长曲线。当资本开支进入下行周期，海外业务能不能接过增长的接力棒？\u003C\u002Fp>\u003Cp>23、01:39:42 \u003Ca href=\"https:\u002F\u002Fwww.xueqiu.com\u002Fu\u002F8741770999\" rel=\"nofollow\">@文君_\u003C\u002Fa>——智谱：亏损百亿，资本市场为何依然买单：资本市场究竟应该奖励“收入增长”，还是奖励真正的商业化和定价权？\u003C\u002Fp>\u003Ch2>听友来信\u003C\u002Fh2>\u003Cp>你对节目的任何建议，或者你有任何在节目中想听到的话题和想邀请的嘉宾，都欢迎与我们联系。大家可以登录雪球APP给\u003Cstrong>“厚雪长波官方发布”\u003C\u002Fstrong>发私信，或者发邮件至houxuechangbo@xueqiu.com。\u003C\u002Fp>\u003Ch2>收听渠道\u003C\u002Fh2>\u003Cp>这档节目会同步更新在雪球、小宇宙、喜马拉雅、苹果播客、B站、视频号、Youtube、Spotify等平台，搜索节目名称就能找到我们。\u003C\u002Fp>\u003Ch2>新节目指路👉\u003C\u002Fh2>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.xiaoyuzhoufm.com\u002Fpodcast\u002F695ceeadd8c2ed40495166c1\" rel=\"nofollow\">1️⃣《厚雪私募班》\u003C\u002Fa>\u003C\u002Fp>\u003Cp>最近有越来越多的听友联系我们想了解更多关于私募投资的内容，但这是一个相对比较独立的投资类别，比如对客户有一定的资金门槛要求，以及投资私募基金需要经过合格投资者认证。为了不影响大家对《厚雪长波》的整体收听体验，关于私募投资的内容我们新开了一档播客，叫\u003Ca href=\"https:\u002F\u002Fwww.xiaoyuzhoufm.com\u002Fpodcast\u002F695ceeadd8c2ed40495166c1\" rel=\"nofollow\">《厚雪私募班》\u003C\u002Fa>。在这里我们会每周更新雪球基金私募产品研究团队的最新观点，以及分享和众多头部管理人的深度交流。对私募投资感兴趣的听友们可以关注起来啦！\u003C\u002Fp>\u003Cp>2️⃣\u003Ca href=\"https:\u002F\u002Fwww.xiaoyuzhoufm.com\u002Fpodcast\u002F6878d8bb67104213b5e556b8\" rel=\"nofollow\">《厚雪晚班车》\u003C\u002Fa>\u003C\u002Fp>\u003Cp>现在市场瞬息万变，一天没关注可能就要涨跌个100点。我们新推出了一档播客叫\u003Ca href=\"https:\u002F\u002Fwww.xiaoyuzhoufm.com\u002Fpodcast\u002F6878d8bb67104213b5e556b8\" rel=\"nofollow\">《厚雪晚班车》\u003C\u002Fa>，每天下午六点半发车，用10分钟的时间，在你下班的路上，帮你快速整理当天的市场行情以及背后的归因，另外再和你分享一些有用的投资方法论。每天积累一点，让你不会漏掉最重要的信息。可以配合着《厚雪长波》一起听～\u003C\u002Fp>\u003Ch2>关于我们\u003C\u002Fh2>\u003Cp>《厚雪长波》是由雪球出品的，一档和投资相关又不止于投资的节目。本节目由声湃提供品牌播客制作顾问服务。在这档节目中，我们会邀请对投资有见解、有故事的嘉宾和球友，一起来分享他们的投资日常、生活态度。我们希望通过不同观点的碰撞，和大家一起发现投资机会，共同缓解投资焦虑，让财富的雪球越滚越大。\u003C\u002Fp>\u003Cp>雪球成立于2010年，从投资社区出发，现已成为极具影响的集投资交流交易于一体的在线综合财富管理平台。雪球目前已拥有超过7800万用户，聚集了国内对投资感兴趣、有见解，对权益资产接纳度较高的人群。\u003C\u002Fp>\u003Cp>\u003C\u002Fp>\u003Cbr>\u003Ca href=\"https:\u002F\u002Foia.xiaoyuzhoufm.com\u002Fplayer\u002F6aa3da9c9d3264778167a6c4?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false\" rel=\"nofollow\">在小宇宙查看该单集文稿\u003C\u002Fa>",1789336800,6290,"https:\u002F\u002Ftk.wavpub.com\u002FWPTK_ar6JaCuhRtKZtfFG.m4a",152066878,"厚雪长波","https:\u002F\u002Fimage.xyzcdn.net\u002FFokAknFXGctKkcGf_iwIjz0UE2KC.jpeg",{"shows":89},[90,110,128,140,155,170,184,200,216,232,244,257,274,290,306,323,335,351,364,381],{"id":20,"type":91,"enabled":92,"showOnHomepage":92,"order":93,"title":30,"description":94,"image":31,"author":95,"link":96,"rssUrl":97,"subscribeLinks":98,"episodeCount":102,"lastFetchAt":103,"lastFetchStatus":104,"recentPubDates":105},"owned",true,1,"「津津乐道」是互联网老兵携手各领域达人，联手制作的高质量对谈播客。内容涵盖备受关注的泛科技、创业、技术、商业、生活方式等话题内容。在轻松有趣的气氛下，为职场人士带来从实际经验出发的观点和更有深度的内容。  分享经验、传播体验，让我们一起用耳朵体验世界。  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原来我们可以这样摹画生活，原来我们可以这样看待世界，讲原理我们专业，讲技巧我们擅长。饮食男女关心的健康生活、科学减肥的硬道理，还有与口味、习惯、偏爱、禁忌、困惑、执念有关的食事，且听我们细细道来。  「津津有味」由「津津乐道播客网络」制作播出，是2021、2022年苹果编辑精选播客、年度精选频道，2022年 CPA 中文播客奖年度健康类播客，2022、2023年小宇宙年度趋势播客  【主播简介】  粒粒：健康管理项目「吃较瘦」创始人，卫健委营养指导员，运动营养师（公众号：吃较瘦），干货输出狂人，答疑解惑深入浅出，破除迷思一针见血。  朱峰：津津乐道播客创始人，最会做饭的程序员。  C哥：健康管理项目「吃较瘦」运动导师，社会体育指导员（人话：持证上岗的健身教练），努力用工科思维为健康营养普及打辅助的老码农。","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002F916d6c5d-23e5-436e-84d8-fca6506c06f2\u002F5e6c7c6f5a9fbcd3.png","https:\u002F\u002Ffeeds.daopub.com\u002Fjjyw.xml",{"apple":118,"xiaoyuzhou":118,"ximalaya":118},"",136,"not_modified",[122,123,124,125,126,127],1787396400,1786186800,1785240000,1784372400,1783162800,1781348400,{"id":33,"type":91,"enabled":92,"showOnHomepage":92,"order":129,"title":42,"description":130,"image":43,"author":95,"link":96,"rssUrl":131,"subscribeLinks":132,"episodeCount":133,"lastFetchAt":103,"lastFetchStatus":120,"recentPubDates":134},3,"朱峰、高春辉等多名知名 IT 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本节目由腾讯可持续社会价值事业部与津津乐道播客网络联合制作。","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002F66ae05f3-8b96-4adf-9925-1163d61007bd\u002F1291d255e1738f32.jpg","傅剑锋","https:\u002F\u002Fproxy.wavpub.com\u002Fsjhybf.xml",{"apple":118,"xiaoyuzhou":118,"ximalaya":118},[180,181,182,183],1788364800,1787760000,1787155200,1785340800,{"id":185,"type":91,"enabled":92,"showOnHomepage":92,"order":186,"title":187,"description":188,"image":189,"author":95,"link":96,"rssUrl":190,"subscribeLinks":191,"episodeCount":192,"lastFetchAt":103,"lastFetchStatus":120,"recentPubDates":193},"ct",7,"串台","由津津乐道播客网络推出的一档播客行业节目，旨在为播客受众推荐优秀节目、与播客制作者共同探索播客产业及其商业模式","https:\u002F\u002Fmedia-one.wavpub.com\u002Fcovers\u002Fba56584c-7cab-4013-8d3e-191b725247d8\u002F257710c185c350cc.png","https:\u002F\u002Ffeeds.daopub.com\u002Fct.xml",{"apple":118,"xiaoyuzhou":118,"ximalaya":118},16,[194,195,196,197,198,199],1656836700,1645975589,1640857329,1637249446,1634917671,1634188860,{"id":201,"type":91,"enabled":92,"showOnHomepage":92,"order":202,"title":203,"description":204,"image":205,"author":95,"link":96,"rssUrl":206,"subscribeLinks":207,"episodeCount":208,"lastFetchAt":103,"lastFetchStatus":120,"recentPubDates":209},"pwsd",8,"拼娃时代","拼娃时代是面向家长的 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We tell you what happened, who was involved, and why it matters. Fast, factual and easy to follow. Whether you’re a policy watcher, a student of international affairs, or simply curious about how China engages with the world, this show is for you.  Follow now so you never miss an episode.","China Internet Information 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