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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。

PublishesWeeklyEpisodes9Foundeda month ago
Language
ZH-CN
Category
News

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11月,是很多上市公司公布第三季度财报的节点。

在投资市场,一直有一种依靠财报炒股的流派。这期节目,我们找了四家不同领域的著名上市公司,想看看财报和股价的变化关系。我们发现,不管在A股,还是在美股,股价的短期波动和财报的利好利空,呈现出一种混乱的关系。这一点似乎很反常识,但是又可以解释。

主播:

小柿马、老韭

🕕时间线:

1:22 腾讯为什么能发布自己的独特标准财报

10:17 五粮液超级利空财报,但是股价涨了?

14:23 古井贡业务急剧收缩,股价反复横跳

23:01 Cir... more

2025年11月,退休已久的段永平罕见地接受了一次专访。在访谈中,他回顾了从儿时到现在的全部人生历程。作为中国投资界和创业界的教父级人物,段永平的这次访谈,引起了许多关注。很多人认为就像段永平自己说的那样“没有新东西”,也有很多人暂停了无数次,只为了做笔记。

这期节目,我们从这次访谈聊起,聊聊段永平的成长历程,以及创业和投资,乃至人生哲学。

🕕时间线:

1:52 段永平都聊了些什么?

8:51 段永平的影响力从何而来?

12:25 段永平的江西童年生活

16:48 浑浑噩噩的大学与... more

2025年11月,诺基亚宣布从巴黎交易所退市,此前不久,诺基亚接受了英伟达的10亿美元投资。同时,苹果公司的市值突破40000亿美元,依旧和英伟达上演着顶流科技龙头公司的市值竞赛。

诺基亚和苹果公司,一前一后,两家电子通讯设备公司巨头,完成了大众手机业务的交接棒。

从人手一台诺基亚的2000年时代,到苹果手机占据绝对统治权的2020年代。很多人的青春也随之散场。

🕕时间线

4:29 诺基亚居然还在存在,三大主营业务

7:00 英伟达为何看重诺基亚?

10:51 关于诺基亚的回忆

more

上证指数从年初到现在涨了20%多,从去年9月低点算,更是暴涨45%,创下最近十年新高,突破4000点。

30十年以来,A股经历过多轮牛熊,这期节目,我们一起聊聊A股的发展脉络和真实收益率。

🕕时间线

2:40 10年新高,这轮牛市因何而来?

9:47 第一轮牛市,新兴的市场与泡沫

12:29 第二轮牛市,从恐惧到疯狂

16:29 第三轮牛市,全球互联网泡沫

20:26 第四轮牛市,股权分置改革

29:20 第五轮牛市,资金杠杆疯狂配资

35:26 第六轮牛市,特殊时刻的货币宽... more

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