AI解研说
AI博爵AmplifyAIAI是未来的基石 -从工具到智能体的跃迁 探索是进步的引擎 -在边界处寻找突破 分享是期盼的共鸣 -从信息孤岛到生态协同 反馈是动力的循环 -双向校准的进化法则
| Publishes | Daily | Episodes | 317 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessTechnologyCareers |
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Latest Episodes
全网都在吹微信 AI、腾讯大模型，却没人看懂腾讯真正的现金奶牛！微信小游戏悄悄筑造行业寡头壁垒，坐拥5 亿月活、50 万开发者，数百款产品年流水破千万。不靠重度氪金，靠 IAA 广告 + IAP 付费双赛道稳稳赚钱，老少通吃、全圈层渗透。社交裂变碾压传统手游，小团队也能轻松暴富，大厂全员扎堆入驻。PC 端独立生态爆发、AI 全面赋能研发、海外市场正式出海！本期拆解：微信小游戏如何悄悄垄断轻游戏赛道，成为腾讯最稳的千亿基本盘！
AI 机器人爆火时代，国产精密轴承迎来替代风口！苏州专精特新小巨人 —— 长城精工正式冲刺创业板 IPO，产品深度应用在工业机器人、RV 减速机、新能源汽车、高端机床等核心赛道。深耕行业三十余年，拿下斯凯孚、铁姆肯等国际巨头客户，细分领域技术领跑。但光鲜 IPO 背后疑点重重：上市前三年疯狂分红超 2.4 亿，疑似清仓式分红，同时还要募资补流；营收连年增长，净利润、毛利率却持续下滑，存货高企、研发投入偏弱。本期深度拆解：这只机器人核心零部件新股，到底是优质赛道龙头，还是风险暗藏的 IPO？
创下极致低估纪录！A 股 42 家上市银行垫底，民生银行市净率仅 0.25 倍，一块钱净资产只卖两毛五！营收转正增长，利润却连续两年大跌，百亿拨备吞噬利润。两大老牌民营股东暴雷，遗留超 250 亿坏账包袱难以出清；一年总行被罚超 8200 万，内控漏洞频发。一边是业绩拉胯、风险缠身，一边是高管薪资稳居股份行榜首！连续两年推出估值修复计划，为何始终无法挽回市场信心？本期拆解民生银行深陷估值泥潭的深层真相！
同样是造车，特斯拉被炒成万亿科技股，比亚迪却被死死按在传统车企估值！真实数据打脸：比亚迪研发投入、授权专利数量、硬核技术储备全面碾压特斯拉。特斯拉七成收入靠卖车、FSD 营收微乎其微，却坐拥科技高估值；而手握自研芯片、车规半导体、储能、超级快充的比亚迪，长期被市场低估。本期深度拆解巨大估值鸿沟背后的真相：比亚迪早已不是车企，下一轮估值重估即将到来！
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #65 | China/Business/Careers |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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AI解研说 launched a year ago and published 317 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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