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E177.新一代投资者似乎不爱买股票了:逐渐被ETF主导的市场和未来

September 28, 2026 · 1 h 35 min

Show notes

🎤 本期嘉宾
南添@望岳投资,私募投资经理,「面基」半个主播
老南之前来坐客「面基」的几期节目:
短中长期 | 分红与回购 | 存量时代 | 实事求是|周期与演化|中美对账 | 10小时马拉松 | 美债 | 好心态 | 相信的力量
⏯️ 本期简介
和老南聊聊ETF背后的秩序,它关乎注意力、共识与惯性。
⚠️ 风险提示:所有内容皆仅以交流嘉宾和主播个人想法和分享知识为目的,完全不构成任何投资建议或参考。请读者注意判断其中风险,结合个人投资目标、财务状况和需求,独立思考,谨慎决策。your money your decision. 依据或使用本播客内容所造成的后果由您独自承担。
🎯时间轴
00:17 另一种“国企”
02:35 机构仓位与 ETF 申赎这两个数据,2022 年 10 月后攻守异位:ETF 每波都对,机构每波都反
04:39 新一代投资者:只熟两三个 ETF 和两三个票
06:40 ...去小宇宙查看完整单集简介
在小宇宙查看该单集文稿

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