Duke看商业
杜克出海Duke on Business 是一档关注商业底层逻辑的长期主义播客。不追热点，不讲故事，只讨论商业如何真实运转——现金流、成本结构、激励机制与周期变化。从宏观到公司，用理性分析替代情绪判断。商业不是叙事，而是算账。
| Publishes | Twice weekly | Episodes | 6 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Business NewsNewsEntrepreneurshipBusiness |
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Latest Episodes
曾经的互联网巨头腾讯，如今被称为“平静的巨头”。其社交基本盘微信虽月活13亿+，守住了“连接”，但用户注意力被抖音等夺走；游戏业务稳却依赖发行，自研爆款少；AI则低调赋能广告等业务。腾讯从“帝国”变为守成者，护城河仍深但面临挑战。
还在为看不懂财报发愁？本期教你用老板思维3步拆解财报：先看审计意见排雷，再用现金流量表验真，最后用ROE和杜邦分析看透盈利本质，避开大存大贷、非经常性损益等陷阱。
本期《Duke 看商业》聚焦商业分析常见误区。包括重工具轻业务、混淆描述与洞察、误把相关当因果、自嗨式数据呈现。教你避开陷阱，让数据真正驱动决策
王家卫首部电视剧《繁花》成现象级作品，以上世纪90年代上海为背景，讲述阿宝成长为商界传奇“宝总”的故事，交织商战、爱情与时代风云。本次播客深入探讨其艺术风格、剧情、角色及观众评价，解析年度爆款。
京东重资产模式2024年显成效：供应链资产1541亿，物流履约成本降至2.9%，营收11588亿登顶民企。但新业务亏损157亿，面临品质、成本、规模的不可能三角困境，未来如何破局？
当京东砸下数百亿跨界闯入外卖红海，美团、饿了么 “双雄争霸” 的格局被彻底打破！万亿外卖市场藏着哪些未被满足的需求？京东凭 130 万骑手配送网、零佣金商家政策硬刚巨头，底气何在？又为何九个月亏损超 300 亿？
本期播客深度拆解京东外卖的入局逻辑、核心优势与破局难题，从消费者视角解析品质外卖、跨品类配送的创新体验，探讨 “三足鼎立” 新格局下，外卖行业如何从低价内卷走向品质竞争。无论你是外卖重度用户、餐饮从业者，还是关注行业变革的观察者，都能在这里找到答案 —— 京东外卖的野心，不止于 “送饭... more
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Chart Rankings
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Apple Podcasts | #117 | China/Business/Entrepreneurship |
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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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Duke看商业 launched 3 months ago and published 6 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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