晨钟暮股
小柿马一档主打陪伴感的投资商业类播客节目。 每周陪你一起聊聊投资市场上的动态，和我们的观点。
| Publishes | Weekly | Episodes | 25 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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本期节目综述：
追忆高善文与他的“真话”：深度回望体制内著名经济学家高善文的传奇履历，解析他独创的资产重估理论，并带你重温他在特殊时期那场轰动一时、直击社会痛点的犀利演讲。
顶流基金经理张坤的“新动向”：从2013年逆向重仓白酒到管理规模突破千亿，拥有明星般光环的张坤近期频繁增聘合伙经理。这到底是功成身退的前兆，还是公募基金抱团管理的新趋势？
2026年A股最大IPO长鑫科技：作为国内内存芯片的练主，长鑫科技逆势募资295亿登陆科创板。在AI算力大浪潮下，它如何打破三大巨头垄断，实现高成长转型？... more
本期节目综述：
5月份是国际大宗商品、地缘政治集中剧烈变化的一个月。美伊冲突的变量导致原油的价格依然扑朔迷离，来回激荡。AI 的板块轮动这次来到了存储概念，在美股和国内的二级市场，相关的芯片配套硬件公司股价迎来了一波暴涨。在日本，7-11 的创始人伊藤雅俊因心力衰竭离世，而他一手创办的日本 7-11 也在面临和当年美国 7-11 破产时一模一样的故事——恶意收购。国内跨境券商机构迎来了大额罚单，伴随着美联储加息的预期，可能中概股会变成最大的受害者。
🕕时间线：
00:25 半导体狂飙和A... more
本期节目综述：
新能源车市大变局：2026 版以旧换新“比例补贴”政策， 15 万-20 万价格带车型如何成为市场大赢家。
段永平与泡泡玛特：从“看不懂”到“粉丝”的认知反转，卖出看跌期权（Short Put）的建仓策略。
农业股“惨烈磨底”：猪肉价格跌破 10 元/公斤，牧原、温氏等巨头一季度集体深度亏损。
Manus 收购案回撤：Meta 20 亿美元收购案被勒令撤销，探讨 AI 领域资产的困局。
纳斯达克的新高时刻：回顾纳指 55 年 10.5% 年化收益的进化史，解析从报价系统到金融科技... more
3月投资漫谈节目内容概述：
* 双良节能受罚：蹭 SpaceX 热点误导投资者，公司及公关负责人遭穿透式重罚。
* ETF 集体改名：5 万亿存量 ETF 迎来实名认证，告别名称营销回归品牌实力。
* 马斯克芯片计划：Terafab 晶圆厂挑战台积电，试图打通 AI 与航天的算力闭环。
* 美团财报深剖：深陷外卖补贴大战导致首次全年亏损，现金牛业务面临估值重构。
* 小米盈利破纪录：汽车业务交付超 40 万辆并扭亏，但受存储涨价拖累股价腰斩。
🕙时间线
06:27 双良节能处罚结果与投资启示 more
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #161 | China/News |
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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 | |||
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