维明说投资

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把财经事件说明白,把投资思路理清楚。 《维明说投资》——要专业、不要忽悠;要前瞻性、不要马后炮!周一到周五每日更新。节目简介  政治、经济事件众说纷纭,真相在哪里?宏观经济与金融市场之间究竟如何联系?股票、商品、外汇、黄金、理财究竟该买还是卖?听《维明说投资》,明白财经,明白投资!更新周期 每周一到周五,每天一刻钟。主播简介 刘维明:机构投资人,首席经济学家;曾历任招商银行首席外汇分析师、中信银行金融市场专家等;国内最早从事国际金融市场投资的资深专业人士,其独到的、极具前瞻性的全球宏观视野和大局观、特有的全市场投资逻辑、对全球金融市场大趋势和转折点的长期持续精准把握备受业内专业人士和投资者的推崇。2008精准预测次贷危机并提前实战做空,2011精准预言大宗商品和贵金属熊市,2015年5100点断言牛市已死,2016年初断定大宗商品将是最佳投资标的,2017年初绝无仅有地看跌美元站看涨人民币……

刘维明


    • Jul 23, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 8m AVG DURATION
    • 3,947 EPISODES


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    Latest episodes from 维明说投资

    目前的市场状况应避免过度自满

    Play Episode Listen Later Jul 23, 2025 6:24


    没落行业炒成了成长概念,A股生态还需要继续改善

    Play Episode Listen Later Jul 22, 2025 6:11


    雅江集团的万亿水电项目概念是道简单的算术题

    Play Episode Listen Later Jul 21, 2025 8:23


    市场行为从投机到投资的转变为我们创造的是躺赢的机会

    Play Episode Listen Later Jul 18, 2025 5:52


    市场强者恒强,制造业分流大趋势不可逆转

    Play Episode Listen Later Jul 17, 2025 8:19


    A股处于结构巨变的摩擦阶段

    Play Episode Listen Later Jul 16, 2025 10:03


    本期播客聚焦英伟达黄仁勋在中国的活跃表现,以及H200芯片解禁对中国AI行业的影响。分析中美稀土协议与贸易谈判中的复杂关系,探讨英伟达如何在中国市场获利的同时,面临国产芯片崛起的挑战。此外,节目还讨论了当前A股市场的结构变化,强调新兴产业的潜力与传统行业的挑战。听众将了解到AI领域的未来走向及市场动态。00:02:02:H二零的挑战:中国人工智能行业的需求与替代之路00:04:06:中美贸易谈判进展艰难,H二零交易量级不足以扭转芯片行业趋势00:06:11:H20收购案的量级不足以改变中国芯片行业的发展方向及人工智能行业的未来。00:08:11:A股长期结构调整中的典型缩影:大盘权重股的变化与趋势

    GDP表面靓丽橙色不足,市场反应显露失望情绪

    Play Episode Listen Later Jul 15, 2025 7:54


    指数弱行业强,机会有需耐心

    Play Episode Listen Later Jul 14, 2025 8:06


    大盘冲高跳水,在行业板块里抓机会

    Play Episode Listen Later Jul 11, 2025 4:56


    市场稳定,期待主导力量

    Play Episode Listen Later Jul 10, 2025 4:31


    市场心态依然谨慎,选对行业比预测大盘更加重要

    Play Episode Listen Later Jul 9, 2025 5:37


    关税大限将至,市场静待特朗普出招

    Play Episode Listen Later Jul 7, 2025 8:00


    指数强个股弱的股市略显虚假繁荣

    Play Episode Listen Later Jul 4, 2025 6:27


    关税问题重返C位,三季度注定不平静

    Play Episode Listen Later Jul 3, 2025 8:48


    财经委亲自出手治内卷,相关行业迎来转机

    Play Episode Listen Later Jul 2, 2025 7:46


    风险与机会并存的三季度,如何选择最稳妥

    Play Episode Listen Later Jul 1, 2025 5:23


    二季度收官不错,三季度还有机会

    Play Episode Listen Later Jun 30, 2025 6:54


    特朗普和北约相互给对方画了个饼

    Play Episode Listen Later Jun 26, 2025 7:05


    以伊停火股市躁动,如何进可攻退可守

    Play Episode Listen Later Jun 25, 2025 6:56


    伊朗做出了无奈而现实的选择----落后就要挨打

    Play Episode Listen Later Jun 24, 2025 7:41


    全世界都在等着伊朗

    Play Episode Listen Later Jun 23, 2025 9:08


    市场没有真实动能就会下跌,是泡泡就会破裂

    Play Episode Listen Later Jun 20, 2025 7:36


    以伊局势面临升级,美国经济指向滞涨,A股对此继续买单

    Play Episode Listen Later Jun 19, 2025 14:55


    如果没有以伊冲突,股市还会不会跌?如果中东问题解决了,股市会不会涨?

    Play Episode Listen Later Jun 18, 2025 6:48


    伊朗的实力决定了它的话语权

    Play Episode Listen Later Jun 17, 2025 10:07


    数据表现不佳,市场继续分化

    Play Episode Listen Later Jun 16, 2025 7:12


    在本期播客中,刘维明老师深入分析了当前中国经济的现状,指出工业增加值和固定资产投资的同比增长均创年度最低。尽管房地产市场面临着持续的下滑压力,但消费在假日促销的推动下表现出色。老师强调,房地产问题是一个长期挑战,解决需要时间。同时,他也探讨了国际贸易形势对国内经济的影响,以及在震荡市场中如何寻找投资机会,尤其是在游戏板块的潜力方面,给予了听众一定的信心和指导。00:02:00:消费数据表现强劲,但经济压力持续存在,未来走势如何?00:04:01:A股市场表现不错,行业板块个股上涨,但大盘仍有震荡下行压力00:06:03:抄底机会来临:长期持有行业板块赚取收益

    以色列对伊朗进行军事打击,背景和走向如何?将怎样影响金融市场?

    Play Episode Listen Later Jun 13, 2025 16:47


    没有好消息就意味着坏消息

    Play Episode Listen Later Jun 12, 2025 10:37


    谈判结果语焉不详,LABUBU现象隐喻的方向

    Play Episode Listen Later Jun 11, 2025 11:33


    做交易当然是可以的,关键要看用于交换的筹码是否足够有分量

    Play Episode Listen Later Jun 10, 2025 8:39


    市场经济应该允许正常竞争的存在

    Play Episode Listen Later Jun 9, 2025 10:55


    原则问题难破局,市场越来越沉闷

    Play Episode Listen Later Jun 6, 2025 4:58


    美国经济正在遭遇关税反噬

    Play Episode Listen Later Jun 5, 2025 6:33


    卡脖子这招并不只是一家的武功秘籍

    Play Episode Listen Later Jun 4, 2025 7:28


    美国经济正在吞下特朗普毒药

    Play Episode Listen Later Jun 3, 2025 10:48


    我们需要克服一个艰难地历史阶段,胜利最终会属于中国,但不要急!

    Play Episode Listen Later May 30, 2025 10:34


    美国法院裁决叫停特朗普关税,但最终无效的可能是这个裁决

    Play Episode Listen Later May 29, 2025 8:46


    机会有时终归有,机会无时莫强求

    Play Episode Listen Later May 28, 2025 6:25


    长期系统性挑战下的结构性布局机会

    Play Episode Listen Later May 27, 2025 9:06


    在全球范围内,无论风险资产还是避险资产状态都欠佳

    Play Episode Listen Later May 26, 2025 5:19


    美国经济的滞胀前景越来越清晰

    Play Episode Listen Later May 22, 2025 6:28


    利率调降继续小步慢行,美债危机不会立即发生

    Play Episode Listen Later May 20, 2025 5:53


    信心和动能在等待中被消耗

    Play Episode Listen Later May 16, 2025 6:21


    股市关键压力保持效力,环境只是不那么差绝非正在变好

    Play Episode Listen Later May 15, 2025 6:24


    特朗普继续释放善意,A股抵达关键压力区

    Play Episode Listen Later May 14, 2025 6:38


    特朗普打脸认怂,谈判才刚刚开始而非已经结束

    Play Episode Listen Later May 13, 2025 8:43


    美英贸易协议英国吃亏不少,静观中美谈判进展

    Play Episode Listen Later May 9, 2025 11:54


    鲍威尔说,美联储也不知道自己应该做啥!

    Play Episode Listen Later May 8, 2025 6:27


    降息、降准、平准基金----三部门发布会深度解读

    Play Episode Listen Later May 7, 2025 15:03


    贸易战有望降级,巴菲特的话很实在

    Play Episode Listen Later May 6, 2025 7:49


    忘记市场沉闷,享受愉快假期!

    Play Episode Listen Later Apr 30, 2025 6:25


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