华夏早播间
恒生科技大调整，含科量更高下的投资机会如何？
Aug 24, 20266 min
恒生科技指数这次终于迎来大调整。目前，恒生指数公司正在对指数编制规则进行修订，已将AI相关个股单独划分归类，硬科技的覆盖范围也得到了拓展，选股也不再仅以市值作为唯一标准。简单来说，此前的恒生科技指数更偏向互联网科技领域，而现在它正逐步向真正的新科技方向靠拢。接下来，小夏就来聊聊，这次调整都有哪些变化。
Loading…
Loading…
早间5分钟，陪您话理财！ 《华夏早播间》由华夏基金团队倾力打造，希望成为每一位信任的您理财路上的好帮手。 <img data-key="0" src="http://imagev2.xmcdn.com/storages/3ae6-audiofreehighqps/54/28/GMCoOSIJxX5cAAoLqQK2Jtns.png!op_type=4&device_type=ios&upload_type=attachment&name=mobile_large" alt="" data-origin="http://imagev2.xmcdn.com/storages/3ae6-audiofreehighqps/54/28/GMCoOSIJxX5cAAoLqQK2Jtns.png?op_type=0" data-large="http://imagev2.xmcdn.com/storages/3ae6-audiofreehighqps/54/28/GMCoOSIJxX5cAAoLqQK2Jtns.png!op_type=4&device_type=ios&upload_typ
Required Pod Score for this show. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.
Contact path
Verified email
Booking probability
40%
Guest openness
Selective
Sign up to generate a grounded pitch for 华夏早播间.
Signup to Generate a Pitch华夏早播间 is a business podcast hosted by 华夏基金, with 1,000 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
华夏基金 hosts 华夏早播间, a business show with 1,000 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
华夏早播间
恒生科技指数这次终于迎来大调整。目前，恒生指数公司正在对指数编制规则进行修订，已将AI相关个股单独划分归类，硬科技的覆盖范围也得到了拓展，选股也不再仅以市值作为唯一标准。简单来说，此前的恒生科技指数更偏向互联网科技领域，而现在它正逐步向真正的新科技方向靠拢。接下来，小夏就来聊聊，这次调整都有哪些变化。
华夏早播间
大家早上好，我是小夏，最近医药板块里，有一个方向重新热了起来，那就是CXO。 所谓CXO，简单理解，就是医药研发和生产外包服务。药企要做新药研发、临床前实验、临床研究、工艺开发和商业化生产，其中很多环节都可以交给专业机构来做。对创新药企业来说，CXO相当于背后的研发和生产基础设施。
华夏早播间
最近电脑硬件市场又出现了新动向，先是内存涨价，随后固态硬盘价格也开始上涨，最出人意料的是，不少消费级显卡也开始涨价。这让不少消费者一头雾水，人工智能大模型的发展，和显卡价格能有什么关系？
华夏早播间
朋友们大家好，我是小夏！现在科技股热度拉满，拥挤度直接冲到年内高点，市场里大家都在争论市场风格会不会切换，不少知名分析师转而看好消费，甚至直接表态：消费板块现在遍地是机会。那消费板块现在究竟表现如何？到底有哪些潜在机会呢？
华夏早播间
过去几年，买手机、电脑的时候，我们很少有人会注意机子里的存储芯片。它不像CPU、GPU那样被人追捧，但一直承担着存储和传输数据的重要任务。最近，这个原本在幕后默默无闻的角色，开始逐渐走到台前。
Sponsor detection runs nightly. Check back soon.
Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:
Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.
Is this podcast yours and you'd like to remove or correct details? Request removal or email privacy@pitchcentric.com.
FAQs
If you have a concern about deliverability, AI quality, data privacy, or whether this will actually work for your specific situation, it's probably answered below.
Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
You keep access until the end of your current billing period. No charges after that. Your data is retained for 30 days in case you reactivate.
Yes. Select Annual on the pricing toggle and the discounted price is applied automatically at checkout. The annual price shown is the full year cost.
That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
