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 | 22 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | News |
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Latest Episodes
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... more
2026年3月中，腾讯2025年财报发布。
营业总收入7518亿，同比增长13.9%；
归母净利润2248亿，同比增长15.9%；
非国际准则下归母净利润2596亿，同比增长16.6%。
仅从投资视角来看，作为港股一哥，关于腾讯的话题一直不绝于耳。考虑到腾讯已经拥有的业务体量，2025 年的增长数据非常亮眼。但令人非常吃惊的是，在这份重大利好的财报公布之后，腾讯的股价却迎来了一波下跌。
🕙时间线：
0:58 腾讯2025年财报都说了啥
7:57 横向和纵向的财报对比
14:52... more
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
Reviews
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Apple Podcasts5阿诺舒华辛力嘉China2 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #155 | China/News |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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晨钟暮股 launched 5 months ago and published 22 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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