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 | 20 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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2026 年初，最热的一条科技新闻是阿里大模型“千问”的负责人离职。话题热度远远超过了一般大厂高管离职新闻。
这背后折射了大家对于 AI 产业迅猛发展，但商业化仍未见端倪的担忧。主要成分股是这些内地互联网巨头的恒生科技指数，正好在最近一两个月内达到了 30% 的跌幅。
恒生科技指数从何而来？现在，它的 AI 含量太高还是太低呢？
🕕时间线：
01:01 千问关键人离职
04:09 AI公司的估值对比
07:04 美联储对市场的影响
11:27 互联网公司为什么扎堆港美股
21:... more
2月的春节档发生了很多事情：中国的AI大模型公司在重新估值。春节档各个电影院的票房数据已经接近收官。AI圈热闹非凡，恒生互联网的指数却迎来指数级下跌。而依然冠名春晚的白酒行业，到底要跌到什么时候？
🕕时间线
1:11 中国AI大模型公司的重新估值
8:10 AI大模型的MaaS商业模式
16:35 KIMI的独到之处
25:55 春节档，还有人看电影吗
29:50 华谊兄弟和光线传媒
35:58 恒生互联网的底线在哪里
47:55 白酒行业从不出现意外
晨钟暮股是一档投资陪伴... more
在华尔街，搞内幕交易是犯错，但是在华盛顿，它可以被描述成敏锐的直觉。
特朗普在总统任期内，个人资产大幅增值。
美国总统的身份对他的资产和投资行为有什么影响？我们能跟着特朗普抄作业吗？
这期节目，我们将从他祖辈 3 万美元的理发店原始积累讲起，看他如何通过“贷款额大于建筑额”的财技在曼哈顿崛起，再到他如何利用 $DJT 和 $WLFI 将影响力直接资产化。为什么他能在大规模关税导致的市场暴跌中，精准地在“U形反转”的底部发布并购消息？为什么马斯克的 DOGE 部门既能砍掉政府开支，又能精准地... more
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
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晨钟暮股 launched 5 months ago and published 20 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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