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E168.所有净值曲线背后都是人,正态分布的普通人

July 27, 2026 · 1 h 48 min

Show notes

🎤本期嘉宾
周欣|华夏基金,年金和专户“固收+”组合投资经理
⏯️本期简介
录这期的时候,满脑子想的都是一位在地铁里给我看她理财账户的“高净值”大姨。
她提醒了我,所有净值、曲线、指标背后,都是人。正态分布的普通人。
⚠️节目所提到的任何具体公司仅作举例之用,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
00:10 第一次建立起固收客户的具象画像
02:51 台上讲 PPT 昏昏欲睡,答疑环节所有人眼里有光——资产端叙事 vs 负债端叙事的错位
03:57 2017 年之前的黄金时代:预期收益型理财「所见即所得」,公募专户很难做起来
05:26 2017 分水岭:资管新规 + 三大攻...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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