60 acast.com 2025/03 經濟組Podcast https://feeds.acast.com/public/shows/202503-podcast zh-hk 堅離地書院 College 堅離地書院 College

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]]> false 堅離地書院 College info+67eb86fa74ce615673bad3ea@mg-eu.acast.com 67eb86fa74ce615673bad3ea 202503-podcast https://open-static.acast.com/global/images/default-cover.png https://feeds.acast.com/public/shows/202503-podcast 2025/03 經濟組Podcast 笑談中國經濟｜兩周針對長和旨在嚇中國廠商勿遷美？肖建華2.0｜美國的亡國感，防長「洩密」曝反基辛格｜委內瑞拉、俄羅斯第三方關稅，中國特例論｜DOGE百日維新 (馮智政 x Calvin 笑談中國經濟｜兩周針對長和旨在嚇中國廠商勿遷美？肖建華2.0｜美國的亡國感，防長「洩密」曝反基辛格｜委內瑞拉、俄羅斯第三方關稅，中國特例論｜DOGE百日維新 (馮智政 x Calvin Tue, 01 Apr 2025 07:12:35 GMT 1:16:32 67eb91e474ce615673c01a4d false https://shows.acast.com/202503-podcast/episodes/20doge-x-calvin 67eb91e474ce615673c01a4d 67eb86fa74ce615673bad3ea 20doge-x-calvin full

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]]> 經濟佬看世界｜生而為奴，為奴一生｜有AGI機械人，人類可以不上班嗎？工資會提升嗎？勞工權力會更大嗎？ (羅家聰博士、CalvinChoy、馮智政) 經濟佬看世界｜生而為奴，為奴一生｜有AGI機械人，人類可以不上班嗎？工資會提升嗎？勞工權力會更大嗎？ (羅家聰博士、CalvinChoy、馮智政) Tue, 01 Apr 2025 07:11:44 GMT 1:33:05 67eb91b1d4b40d7b3025ccaf false https://shows.acast.com/202503-podcast/episodes/agi-calvinchoy 67eb91b1d4b40d7b3025ccaf 67eb86fa74ce615673bad3ea agi-calvinchoy full

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]]> 30分鐘投資｜特朗普安撫華爾街｜美股超賣反彈，還是回復信心？｜特朗普想減息，聯署局預只減一兩次｜GDP Now數據、CPT倉位、M7與新興科技股檢視｜ （華晉馭風資產管理 馮宏遠 X 30分鐘投資｜特朗普安撫華爾街｜美股超賣反彈，還是回復信心？｜特朗普想減息，聯署局預只減一兩次｜GDP Now數據、CPT倉位、M7與新興科技股檢視｜ （華晉馭風資產管理 馮宏遠 X Tue, 01 Apr 2025 07:09:22 GMT 1:19:33 67eb912374ce615673bfa9e2 false https://shows.acast.com/202503-podcast/episodes/30gdp-nowcptm7-x 67eb912374ce615673bfa9e2 67eb86fa74ce615673bad3ea 30gdp-nowcptm7-x full

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]]> 堅離地地產｜長實業績分析：發展商只是表象，脫離投香港地賣樓的模式｜李澤鉅_長和將限制資本開支及新投資｜上然爆賣添食即推第二期｜龍漢標指北都片區開發時間長　籲銀行 堅離地地產｜長實業績分析：發展商只是表象，脫離投香港地賣樓的模式｜李澤鉅_長和將限制資本開支及新投資｜上然爆賣添食即推第二期｜龍漢標指北都片區開發時間長　籲銀行 Tue, 01 Apr 2025 07:08:27 GMT 40:19 67eb90eb506c6c628c57903c false https://shows.acast.com/202503-podcast/episodes/67eb90eb506c6c628c57903c 67eb90eb506c6c628c57903c 67eb86fa74ce615673bad3ea full

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]]> 從華爾街到矽谷｜輝達AI機器人Blue超可愛亮相GTC｜面對沽壓，黃仁勳稱晶片需求仍殷切，尚未反映各行業對AI的新需求｜Dynamo與各公司打造AI工廠｜（丘紫薇 X 馮智政） 從華爾街到矽谷｜輝達AI機器人Blue超可愛亮相GTC｜面對沽壓，黃仁勳稱晶片需求仍殷切，尚未反映各行業對AI的新需求｜Dynamo與各公司打造AI工廠｜（丘紫薇 X 馮智政） Tue, 01 Apr 2025 07:04:57 GMT 56:00 67eb90197828ca699ca0d5f2 false https://shows.acast.com/202503-podcast/episodes/aibluegtcaidynamoai-x 67eb90197828ca699ca0d5f2 67eb86fa74ce615673bad3ea aibluegtcaidynamoai-x full

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]]> 笑談中國經濟｜貿戰炮手終於出場：美國貿易代表下周與中方通話 ｜第一階段協議重要嗎？｜北京會否仿日本以自願出口限制求減免｜中國稅收下降｜批李嘉誠態度變軟 李澤楷訪京( 笑談中國經濟｜貿戰炮手終於出場：美國貿易代表下周與中方通話 ｜第一階段協議重要嗎？｜北京會否仿日本以自願出口限制求減免｜中國稅收下降｜批李嘉誠態度變軟 李澤楷訪京( Tue, 01 Apr 2025 07:04:19 GMT 1:10:31 67eb8ff3d4b40d7b3024f57f false https://shows.acast.com/202503-podcast/episodes/67eb8ff3d4b40d7b3024f57f 67eb8ff3d4b40d7b3024f57f 67eb86fa74ce615673bad3ea full

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]]> 經濟KFC｜中國外匯四朵金花，若增持港股，四萬點不是夢？｜潘功勝動外匯儲備撐港股？｜羅家聰問北水來投資香港還是引你投資｜能減持美債對抗地緣壓力（羅家聰博士、Calvin、馮 經濟KFC｜中國外匯四朵金花，若增持港股，四萬點不是夢？｜潘功勝動外匯儲備撐港股？｜羅家聰問北水來投資香港還是引你投資｜能減持美債對抗地緣壓力（羅家聰博士、Calvin、馮 Tue, 01 Apr 2025 06:57:48 GMT 1:24:58 67eb8e6c7828ca699ca0029e false https://shows.acast.com/202503-podcast/episodes/kfccalvin 67eb8e6c7828ca699ca0029e 67eb86fa74ce615673bad3ea kfccalvin full

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]]> 蕭談中國政經｜長和賣港口：特區政府的「敲鐘人」角色，是誰沒有協調北京及長和？｜北京堵截賣買有招｜英殖時代政商合作，政治風險低；破除利益藩籬後，反而港商求助無門｜ 蕭談中國政經｜長和賣港口：特區政府的「敲鐘人」角色，是誰沒有協調北京及長和？｜北京堵截賣買有招｜英殖時代政商合作，政治風險低；破除利益藩籬後，反而港商求助無門｜ Tue, 01 Apr 2025 06:57:02 GMT 46:00 67eb8e3f74ce615673be3789 false https://shows.acast.com/202503-podcast/episodes/67eb8e3f74ce615673be3789 67eb8e3f74ce615673be3789 67eb86fa74ce615673bad3ea full

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]]> 堅離地政經｜美國國際媒體署的由來、架構及矛盾｜記者人道災難｜VOA專家「篤」自由電台重疊及不足｜VOA被投訴選舉站邊｜俄諜滲透歐洲分部｜USAID復工先例，推測美國之音、自由 堅離地政經｜美國國際媒體署的由來、架構及矛盾｜記者人道災難｜VOA專家「篤」自由電台重疊及不足｜VOA被投訴選舉站邊｜俄諜滲透歐洲分部｜USAID復工先例，推測美國之音、自由 Tue, 01 Apr 2025 06:55:41 GMT 43:17 67eb8dee7828ca699c9fc873 false https://shows.acast.com/202503-podcast/episodes/voavoausaid 67eb8dee7828ca699c9fc873 67eb86fa74ce615673bad3ea voavoausaid full

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]]> 笑談中國經濟｜港澳辦連日批鬥長江售港口｜東盟強化戰略夥伴關係，防美吸中｜撤離之高速：美玩具廠擬半年內撤四成產能，HP七個月撤九成北美生產｜中國提振消費專項行動｜(馮 笑談中國經濟｜港澳辦連日批鬥長江售港口｜東盟強化戰略夥伴關係，防美吸中｜撤離之高速：美玩具廠擬半年內撤四成產能，HP七個月撤九成北美生產｜中國提振消費專項行動｜(馮 Tue, 01 Apr 2025 06:54:53 GMT 1:10:09 67eb8dbe506c6c628c55e768 false https://shows.acast.com/202503-podcast/episodes/hp 67eb8dbe506c6c628c55e768 67eb86fa74ce615673bad3ea hp full

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]]> 堅離地政經｜星展匯控HP的AI改革：預告裁員幾萬人省成本｜未來勞工三等：叻過AI、善用AI、平過AI｜微軟解析AI時代 六大關鍵能力（馮智政）（馮智政） 堅離地政經｜星展匯控HP的AI改革：預告裁員幾萬人省成本｜未來勞工三等：叻過AI、善用AI、平過AI｜微軟解析AI時代 六大關鍵能力（馮智政）（馮智政） Tue, 01 Apr 2025 06:53:48 GMT 35:04 67eb8d7c7828ca699c9f81b1 false https://shows.acast.com/202503-podcast/episodes/hpaiaiaiaiai 67eb8d7c7828ca699c9f81b1 67eb86fa74ce615673bad3ea hpaiaiaiaiai full

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]]> 經濟佬看世界｜美國衰退始終來臨｜孳息曲線倒掛｜軟著陸太遲｜美市、美元、美債如何衰退？ (羅家聰博士、CalvinChoy、馮智政) 經濟佬看世界｜美國衰退始終來臨｜孳息曲線倒掛｜軟著陸太遲｜美市、美元、美債如何衰退？ (羅家聰博士、CalvinChoy、馮智政) Tue, 01 Apr 2025 06:52:59 GMT 1:09:52 67eb8d4b02e789100f54ae6e false https://shows.acast.com/202503-podcast/episodes/67eb8d4b02e789100f54ae6e 67eb8d4b02e789100f54ae6e 67eb86fa74ce615673bad3ea full

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]]> 堅離地政經｜Follow the Money! 調查內地交流團為何頻頻出事，每年十多萬學生客，承辦商都無賺？｜統一採購，競爭內卷，危及學生服務｜曾撰寫交流團檢討研究，走入中聯辦及教育局 堅離地政經｜Follow the Money! 調查內地交流團為何頻頻出事，每年十多萬學生客，承辦商都無賺？｜統一採購，競爭內卷，危及學生服務｜曾撰寫交流團檢討研究，走入中聯辦及教育局 Tue, 01 Apr 2025 06:50:33 GMT 44:41 67eb8cba506c6c628c5554aa false https://shows.acast.com/202503-podcast/episodes/follow-the-money 67eb8cba506c6c628c5554aa 67eb86fa74ce615673bad3ea follow-the-money full

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]]> 堅離地地產｜買轉租潮｜ 標普警告港樓供過於求，政府卻稱租金升｜上然、Yoho West即日清｜深圳客湧入天水圍 為求學區樓？｜北都片區競標 每幅1至2百億｜李根興「第一滴血」｜（J 堅離地地產｜買轉租潮｜ 標普警告港樓供過於求，政府卻稱租金升｜上然、Yoho West即日清｜深圳客湧入天水圍 為求學區樓？｜北都片區競標 每幅1至2百億｜李根興「第一滴血」｜（J Tue, 01 Apr 2025 06:48:50 GMT 47:59 67eb8c5374ce615673bd5451 false https://shows.acast.com/202503-podcast/episodes/yoho-west-12j 67eb8c5374ce615673bd5451 67eb86fa74ce615673bad3ea yoho-west-12j full

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]]> 堅離地政經｜美貿易部長倡關稅補貼，年收入15萬以下免稅｜美國為何聚焦鋼鋁關稅｜英澳未與加、歐盟聯手反制關稅的原因｜美前財長批評關稅政策不確定性｜中國商務部約談沃爾 堅離地政經｜美貿易部長倡關稅補貼，年收入15萬以下免稅｜美國為何聚焦鋼鋁關稅｜英澳未與加、歐盟聯手反制關稅的原因｜美前財長批評關稅政策不確定性｜中國商務部約談沃爾 Tue, 01 Apr 2025 06:46:46 GMT 50:00 67eb8bd67828ca699c9ec235 false https://shows.acast.com/202503-podcast/episodes/15 67eb8bd67828ca699c9ec235 67eb86fa74ce615673bad3ea 15 full

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]]> 30分鐘投資｜特朗普觸發美國衰退情緒｜多圖分析 退幾深？退幾耐？影響幾廣？｜大行及指標意見（華晉馭風資產管理 馮宏遠 X 馮智政） 30分鐘投資｜特朗普觸發美國衰退情緒｜多圖分析 退幾深？退幾耐？影響幾廣？｜大行及指標意見（華晉馭風資產管理 馮宏遠 X 馮智政） Tue, 01 Apr 2025 06:44:30 GMT 1:09:09 67eb8b4f7828ca699c9e7b95 false https://shows.acast.com/202503-podcast/episodes/30-x 67eb8b4f7828ca699c9e7b95 67eb86fa74ce615673bad3ea 30-x full

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]]> 堅離地政經｜華爾街向特朗普表達不滿｜關稅反覆為詬病｜加鋼鋁關稅報復｜忽視孳息曲線倒掛觸發衰退恐慌｜特朗普讓歐洲再次偉大｜彭定康撰文呼籲降低英美特殊關係｜大行及美 堅離地政經｜華爾街向特朗普表達不滿｜關稅反覆為詬病｜加鋼鋁關稅報復｜忽視孳息曲線倒掛觸發衰退恐慌｜特朗普讓歐洲再次偉大｜彭定康撰文呼籲降低英美特殊關係｜大行及美 Tue, 01 Apr 2025 06:43:05 GMT 57:34 67eb8afa506c6c628c54358b false https://shows.acast.com/202503-podcast/episodes/67eb8afa506c6c628c54358b 67eb8afa506c6c628c54358b 67eb86fa74ce615673bad3ea full

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]]> 從華爾街到矽谷 _ 特朗普為科技業帶來關稅不確定｜台積電在美國投資千億，唔知為乜｜在美設研發中心迴避戰爭風險？｜｜投資美廠好過收購Intel(丘紫薇 X 馮智政) 從華爾街到矽谷 _ 特朗普為科技業帶來關稅不確定｜台積電在美國投資千億，唔知為乜｜在美設研發中心迴避戰爭風險？｜｜投資美廠好過收購Intel(丘紫薇 X 馮智政) Tue, 01 Apr 2025 06:40:03 GMT 40:34 67eb8a4402e789100f52fe37 false https://shows.acast.com/202503-podcast/episodes/67eb8a4402e789100f52fe37 67eb8a4402e789100f52fe37 67eb86fa74ce615673bad3ea full

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]]> 笑談中國經濟_ 兩會總結｜關稅 通縮 千億財赤？Yo！駛乜驚呀｜經濟增長目標5%；發債刺激國內消費；推動人工智能＋｜中國機械人與AI｜奈雪的茶 (馮智政 x Calvin Choy) 笑談中國經濟_ 兩會總結｜關稅 通縮 千億財赤？Yo！駛乜驚呀｜經濟增長目標5%；發債刺激國內消費；推動人工智能＋｜中國機械人與AI｜奈雪的茶 (馮智政 x Calvin Choy) Tue, 01 Apr 2025 06:39:22 GMT 1:15:25 67eb8a1bd4b40d7b30221b8e false https://shows.acast.com/202503-podcast/episodes/67eb8a1bd4b40d7b30221b8e 67eb8a1bd4b40d7b30221b8e 67eb86fa74ce615673bad3ea full

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]]> 經濟KFC｜特朗普加關稅、推移民金卡，能否吸引中國生產商到美國｜中國生產商的「利基」是什麼（羅家聰博士 X Calvin X 馮智政） 經濟KFC｜特朗普加關稅、推移民金卡，能否吸引中國生產商到美國｜中國生產商的「利基」是什麼（羅家聰博士 X Calvin X 馮智政） Tue, 01 Apr 2025 06:38:23 GMT 48:27 67eb89e002e789100f52d0f8 false https://shows.acast.com/202503-podcast/episodes/kfc-x-calvin-x 67eb89e002e789100f52d0f8 67eb86fa74ce615673bad3ea kfc-x-calvin-x full

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]]> 蕭談中國政經｜港商又搬又賣又上市：航運公司遷出香港避險，遠洋船舶改到新加坡、馬紹爾_香港、日本船舶與航運業淵緣_長和的國際網絡便賣產、中資收購要計數（蕭少滔 X 馮智 蕭談中國政經｜港商又搬又賣又上市：航運公司遷出香港避險，遠洋船舶改到新加坡、馬紹爾_香港、日本船舶與航運業淵緣_長和的國際網絡便賣產、中資收購要計數（蕭少滔 X 馮智 Tue, 01 Apr 2025 06:37:43 GMT 39:02 67eb89b7d4b40d7b3021ec2f false https://shows.acast.com/202503-podcast/episodes/67eb89b7d4b40d7b3021ec2f 67eb89b7d4b40d7b3021ec2f 67eb86fa74ce615673bad3ea full

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]]> 美國經濟觀察_ 俄烏戰爭與軍工股爆升：萊茵金屬、達利斯、貝宜系統_ 三公司業績年報分析｜歐洲重建軍備_ 軍火商的回報與誤會（方源 X 馮智政） 美國經濟觀察_ 俄烏戰爭與軍工股爆升：萊茵金屬、達利斯、貝宜系統_ 三公司業績年報分析｜歐洲重建軍備_ 軍火商的回報與誤會（方源 X 馮智政） Tue, 01 Apr 2025 06:34:53 GMT 55:12 67eb890e02e789100f526c76 false https://shows.acast.com/202503-podcast/episodes/67eb890e02e789100f526c76 67eb890e02e789100f526c76 67eb86fa74ce615673bad3ea full

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]]> 笑談中國經濟_ 又SQQQ _加完中國10%又加10%，製造關稅預期_ 墨西哥主動加中國關稅，換美墨加自貿_ 中國不缺生產力，兩會機械人、AI無助內需 (馮智政 x Calvin Choy) 笑談中國經濟_ 又SQQQ _加完中國10%又加10%，製造關稅預期_ 墨西哥主動加中國關稅，換美墨加自貿_ 中國不缺生產力，兩會機械人、AI無助內需 (馮智政 x Calvin Choy) Tue, 01 Apr 2025 06:33:21 GMT 1:11:47 67eb88b102e789100f5243f6 false https://shows.acast.com/202503-podcast/episodes/67eb88b102e789100f5243f6 67eb88b102e789100f5243f6 67eb86fa74ce615673bad3ea full

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]]> 經濟佬看世界｜特區政府開支「有剛性需要」？｜財政預算案｜節流不能 開源有辦法嗎？ (羅家聰博士、CalvinChoy、馮智政) 經濟佬看世界｜特區政府開支「有剛性需要」？｜財政預算案｜節流不能 開源有辦法嗎？ (羅家聰博士、CalvinChoy、馮智政) Tue, 01 Apr 2025 06:29:01 GMT 1:00:57 67eb87aed4b40d7b3020d1cb false https://shows.acast.com/202503-podcast/episodes/calvinchoy 67eb87aed4b40d7b3020d1cb 67eb86fa74ce615673bad3ea calvinchoy full

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