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


    • Sep 10, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 8m AVG DURATION
    • 3,980 EPISODES


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    Latest episodes from 维明说投资

    经济通缩压力不减，A股缩量传递信号

    Play Episode Listen Later Sep 10, 2025 5:15


    00:02:01:核心CPI上涨略有上升，黄金饰品贡献显著，通缩压力仍然较大00:04:01:经济走软，美联储面临左右为难的困境，Aaval面临成交额萎缩的挑战

    cpi
    A股涨势停顿，调整还是逆转？

    Play Episode Listen Later Sep 9, 2025 5:17


    警惕经济衰退概念成为主题的可能

    Play Episode Listen Later Sep 8, 2025 6:25


    花无百日红、风水轮流转是股市的基本规律之一

    Play Episode Listen Later Sep 5, 2025 5:20


    A股大跌，可以抄底了吗？

    Play Episode Listen Later Sep 4, 2025 9:13


    股市里，不能讲情怀、只需讲利益

    Play Episode Listen Later Sep 3, 2025 9:31


    A股大跌涤荡浮沉

    Play Episode Listen Later Sep 2, 2025 9:10


    A股续涨，人民币走强

    Play Episode Listen Later Sep 1, 2025 7:40


    A股大跌尽显永恒规律，投资者要永远争做少数

    Play Episode Listen Later Aug 27, 2025 9:46


    对于A股上涨的驱动力来说，想象力是有边界的，真实基本面才是王道

    Play Episode Listen Later Aug 26, 2025 7:49


    散户跑步入场，A股仓位结构需主动调整

    Play Episode Listen Later Aug 25, 2025 7:09


    A股大涨，几个因素要求入低而不要追高！

    Play Episode Listen Later Aug 22, 2025 9:09


    A股的有效流动性在哪里？

    Play Episode Listen Later Aug 21, 2025 8:17


    A股强势的同时，仍需密切关注外围市场动向

    Play Episode Listen Later Aug 20, 2025 6:54


    俄乌局势需要关心，经济表现更加重要

    Play Episode Listen Later Aug 19, 2025 13:23


    买在无人问津时----2025A股投资回顾与展望

    Play Episode Listen Later Aug 17, 2025 48:08


    数据很软，股市不弱

    Play Episode Listen Later Aug 15, 2025 13:02


    A股指数粉饰的常态化是非常有害的

    Play Episode Listen Later Aug 14, 2025 6:41


    经济数据相继走软的情况下A股板块选择要有所侧重

    Play Episode Listen Later Aug 13, 2025 6:17


    只要特朗普继续做交易，就还有的谈

    Play Episode Listen Later Aug 12, 2025 6:03


    市场机会有的是，需要的是细心和耐心

    Play Episode Listen Later Aug 11, 2025 5:13


    中国在应对外部壁垒的同时也要致力于消除内部壁垒

    Play Episode Listen Later Aug 8, 2025 6:27


    印度应该清醒认识到----在美国身上占不到便宜

    Play Episode Listen Later Aug 7, 2025 10:02


    关税对经济的影响已经开始实质显现

    Play Episode Listen Later Aug 6, 2025 7:01


    追缴境外资本利得，你还会坚持出去投资吗？

    Play Episode Listen Later Aug 5, 2025 9:24


    经济传出混乱信号，市场暂难走出困境

    Play Episode Listen Later Aug 4, 2025 8:06


    A股仍然受到外部因素影响，美国人已经在为关税买单

    Play Episode Listen Later Aug 1, 2025 7:48


    A股如期变盘，警惕更多风险

    Play Episode Listen Later Jul 31, 2025 8:48


    政治局会议强调适时，关键时间窗警惕变盘

    Play Episode Listen Later Jul 30, 2025 8:12


    只要公司和产品过硬就不用理会关税噪音

    Play Episode Listen Later Jul 29, 2025 8:54


    特朗普对大多数经济体关税水平已基本确定，关键大国结果待出

    Play Episode Listen Later Jul 28, 2025 8:53


    现在不是2014年，市场将迎来几个超级周

    Play Episode Listen Later Jul 25, 2025 10:53


    市场喧嚣的表象之下暗流涌动

    Play Episode Listen Later Jul 24, 2025 4:59


    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

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    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


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