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 | 17 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Category | News | ||
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中国白酒行业迎来了近十年的低谷。无论从库存周转天数、销量，还是白酒企业的数量等一系列数据，都能看到明显的下滑。白酒企业下滑也导致了白酒企业股票价格长期低迷，二级市场一片哀鸿遍野。
在刚刚过去的 2025 年这波大牛市中，白酒行业几乎成为了整个 A 股市场唯一没有增长的行业。
一方面，有很多之前看好白酒的大 V离场止损；另一方面，作为茅台的忠实拥趸，段永平近期宣布加仓茅台。
未来白酒还会变得更好吗？
我作为下不去手买白酒的A股消费者，和作为白酒坚定价值投资者的老韭，我们两个就白酒行业的“空... more
财报，投资绕不开的文本。
什么是财报，是三张表吗，是招股说明书吗，是股东信吗？
动辄数十页，甚至上百页的财报，普通人能看懂吗？有必要看嘛？
这期节目，我们一起来聊聊，在投资决策中，财报能做到的，和财报做不到的。
🕙时间线：
1:32 到底是什么是财报：三张表的定义
5:27 财报反应过去，不反应未来
10:59 利润指标该怎么看？
15:09 无法“作弊”的现金流量表
20:51 资产负债表？负债越少越好吗
26:39 营业收入的含金量如何评估？
37:09 玄之又玄的“... more
沪指重返 4000 点，两市成交额突破 3 万亿——2025年年末到2026 年初的这场“史诗级”行情，是财富洗牌的入场券，还是又一次精准的“埋人”陷阱？
本期节目，从 2026 年这波由 160 万亿居民存款驱动的增量牛市聊起。我们不只看当下，回溯历史坐标。从 2007 年的制度红利，到 2015 年的杠杆狂欢，牛市中普通人最容易犯的错误，不是“买得太少”，而是“底部轻仓、顶部满仓”。
历史不一定重复，但是大概率押韵。
🕕时间线
1:02 A股现在算牛市吗？
3:52 这轮牛市里的... more
QQ作为中国第一款全民级的互联网产品，不仅在商业上取得了巨大的成功，造就了腾讯帝国。产品背后，也牵连着几代人的社交会议和不能说的青春秘密。
表达这种感觉最合适的是诞生于那个年代，许嵩单曲《灰色头像》的歌词：
“你灰色头像不会再跳动哪怕是一句简单的问候
心贴心的交流一页页翻阅 多难过是什么 坠落 升空
又想起你曾说的陪我到最后”
🕕时间线：
3:08 关于QQ的回忆：靓号与沉迷聊天的大人
9:47 诞生在赛格广场的OICQ
18:20 QQ的冷启动：马化腾陪聊，网吧老板加持
2... more
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Apple Podcasts | #96 | China/News |
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Which podcasts are similar to 晨钟暮股?
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晨钟暮股 launched 3 months ago and published 17 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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