称重器
hunter-zjp资本市场短期是投票机，长期是称重器。一个只在乎长期价值的基金经理亨特和朋友们在这里聊天，分享一些思考和观点，可能和你在其他地方听到的不太一样。
| Publishes | Twice monthly | Episodes | 8 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessSociety & Culture |
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本期导语：
美团与阿里从4月以来持续升级的大战无疑是今年国内资本市场和产业圈都高度关注的一次竞争。沉寂多年的互联网再度爆发多年未见的补贴大战，战火从外卖一路烧到即时零售、到店等美团的几乎全部核心业务领域。这次大战究竟如何缘起？当下进展如何？未来如何进一步演绎？以及这当中又蕴含着哪些投资的机遇抑或风险？
锦天成资产的梦帆与秋实一起来聊一聊这个资本市场非常关心的话题。
主播：
梦帆：公众号“梦里研言”主理人，锦天成资产资深研究员，长期跟踪研究互联网、消费等多个行业
秋实：资深二级市场从业者... more
本期导语：
近期各大汽车厂商的智能驾驶新模型都要上车，理想小鹏元戎智行的VLA，华为的ADS4.0都宣称要在年内上车。过去一年多，国内智能驾驶撞见了天花板，能力难以提升，体验难以迭代，今年以来小米，懂车帝的舆论更是把国内智能驾驶行业推向了深渊，在这个时候，新模型的上车是否能打破阴霾，推动行业更好更快的发展。
本期我邀请了国内某互联网大厂的投资总监Nicholas一起就这个问题进行探讨，Nicholas在大厂里负责汽车行业相关的投资并购，对于智能驾驶，智驾模型都有很深入的理解，他分享了他对于当... more
本期导语：
4月以来，主要指数出现了罕见的持续上行，资本市场关于牛市的讨论越来越多。
讨论很多分歧也很大，经济预期特别是内需当下没有明确的改善，老百姓对于经济的信心依然不足，体感依然较差，这样的背景下有可能发生牛市么？
那我们到底是不是处于一轮牛市区间当中？如果是这轮牛市可能有多大的规模？我们应该怎么参与到牛市之中？
本期我们进行了深刻的探讨。
主播：亨特（锦天成资产投资总监，公众号：亨特hunter）
重要声明：
本节目所有观点均基于公开资料与行业研究，旨在探讨商业逻辑与产业趋势... more
本期导语：医保控费戳破了疫情后创新药的泡沫，寒冬的冰霜冻结融资通道。中国创新药行业在五年间上演了一场惊心动魄的生死时速：从2019年的政策红利狂欢，到2021年资本退潮的断崖下跌，再到2025年港股流动性解冻与BD交易狂飙点燃的第二把火。这条用百亿估值堆砌、又被60-80%回调击穿的U型曲线里，藏着多少行业密码？今天，与资深行业研究专家北海茶客直面创新药波澜壮阔，并展望创新药驶向何方。
主播：梦帆（锦天成资产消费行业研究员）
特邀嘉宾：
北海茶客
资深创新药二级市场投资人，锦天成资产医药... more
Reviews
- 声音有问题
话筒离太远了吗？声音必须开到最大才是正常的音量。
Apple Podcasts4烂就一个字！！！！！China3 months ago - 内容很好，声音质量真的有待提高
内容很好，声音质量真的有待提高，尤其是嘉宾的，听的有点费力呢
Apple Podcasts5一了百了❤️、四川🚬❤️😯网红脸了中 💕面🆚👌瘦。China4 months ago - 声音
声音还有待提高
Apple Podcasts5捂春China5 months ago
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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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称重器 launched 5 months ago and published 8 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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