中信建投证券

中信建投证券 is the securities-firm context for the guest’s early strategy research in E162.康波周期中的AI：新技术总在萧条期爆发，bad times make good people. The episode says the guest interned and later stayed in the 周金涛 strategy team, where he worked on real estate, commodities, gold, long-wave innovation, and short-term market questions.

The source uses the firm as a bridge between academic cycle language and market practice. Long-cycle frameworks such as Kondratiev Cycle still had to answer investor-facing questions about timing, asset classes, and the difference between sell-side conviction and buy-side position expression.

Connections

• 周金涛 — strategy-team lineage named in the episode.
• Kondratiev Cycle — long-cycle research frame connected to the team.
• Macro Asset Expression — reason the episode keeps returning from narrative to investable asset choices.
• Investment Risk Management — buy-side implementation and sizing constraints around macro views.