疯投圈
黄海、Rio一起探索好玩的商业世界
| Publishes | Twice monthly | Episodes | 142 | Founded | 10 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
AI让效率持续内卷，但个人的幸福感主要来自人与人的面对面联结和现场体验。疯投圈第五期日本考察团归来，我们分享在日本学习「体验经济」的心得。
* 蓝瓶咖啡为什么把亚洲首店选在东京的一个旧厂区？
* 清澄白河这个距离银座仅十分钟街区的旧厂房街区，为何值得专门前往？
* 国内很多网红街区让人逐渐厌倦，问题真的只是缺少流量吗？
* 京都看起来并不急着讨好游客，甚至喊出避免「过度旅游化」的口号，却为什么能持续吸引全球旅行者？
* 中国的入境游浪潮刚刚开始，消费企业如何借鉴日... more
今年咖啡行业发生了两件大事：星巴克中国和 Blue Bottle（蓝瓶咖啡）都被中国资本收购了，而其他连锁洋品牌例如 Peet’s（皮爷咖啡）、Tims（天好咖啡）、以及 %ΔRΔBICΔ（百分号咖啡）背后亦不乏中资身影。所以本期节目的关键词是「机构化」与「本土化」。中国咖啡行业发展到2026年，早已不再是瑞幸与库迪之间的价格战，而是进入了一个更复杂的新阶段。
* 星巴克总部为什么愿意出让中国业务控股权？
* 博裕资本为什么主动接手这个面临巨大竞争压力的业务？
* 瑞幸咖啡背... more
在中国的硬件公司里，大疆是一个很难被绕开的存在。它到底是一家怎样的公司？它是无人机行业第一名，它也是以Pocket为代表的「云台相机」品类定义者；它不上市，却是中国最赚钱的民营企业之一；它做的是硬件产品，却拥有接近互联网平台的利润表现；它长期保持神秘，却在全球市场拥有极强的产品号召力和定价权。
为什么大疆能从无人机做到便携影像设备？为什么手机拍摄能力已经越来越强，普通消费者还是愿意单独买一台Pocket？从GoPro到影石Insta360，大疆如何追赶竞争对手，改变运动相机、全景相机领域的竞... more
疯投圈不是财经节目，但很多朋友私下给我们说在过去几年的股票投资中曾受益于节目的内容分享。本期我们聊聊关于股票投资的思考方式，主要围绕两个被市场高度关注的案例展开：泡泡玛特和拼多多。
* 如果一家公司的业绩仍在显著增长但增速开始放缓，为什么反而可能是股价风险最大的时刻？
* 「买股票就是买公司」这句话不断被人说起，它在短期、中期、长期三个不同时间尺度下分别意味着什么？
* 增长的加速度变化、IP结构的集中度，以及市场对周期股还是成长股的定价切换，如何影响泡泡玛特的估值与股价？ more
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Reviews
- Peet’s 咖啡的这种想法让我想到了…
其实主持人所说的这种，Peet’s 将消费者定位范围缩小到那一小部分（精致的有足够消费能力的都市丽人们），让我想到近两年涌现的很多那种美甲店，就是基本都是会员充值式，然后会提供特别特别好的服务，在做美甲的同时也可以得到店家免费赠送的奶茶咖啡甜品，美甲师做美甲的水平自然是相当不错的，更重要的是情绪价值拉满，店长也会将她们的日常工作拍成vlog 发表在社交媒体上以扩大知名度，目前我知道的比较有名的两家，一家是在杭州的一家是开在成都的。不只是美甲店吧，还有很多理发店，妆造工作室等等似乎也在走这种模式。
Apple Podcasts5Deidei爱吃菠萝蜜China7 months ago - 黄海表达欲太强了
黄海表达欲太强了，如果只是他和Rio的对谈那倒没什么，但是当和嘉宾对谈的时候，他说的话比嘉宾说的还要多老在打断嘉宾的发言，老听众都对黄海的观点比较熟悉，都希望倾听嘉宾的观点。从这一点来说，本节目没有以用户为导向。
Apple Podcasts1jinzaiyuanfangChina8 months ago - 关于会员的建议
我觉得从用户的角度的话，如果什么都没有讲清楚，就要用户交398成为会员，这是非常不合理的，用户的体验会很差，因为我不知道我付费究竟能够得到什么，所以希望小助理能够先讲明白这398意味着我能买到什么样的服务，谢谢
Apple Podcasts4我是彭大拉China9 months ago - 听观点还是要有自己的判断
听你聊完茶颜的内容后，对你的内容有点去媚了，你聊别的我不一定听得懂，聊我们本地的东西我还是稍微了解点的，可能是我看不懂资本，他们具体怎么样你还是要多从他们内部员工去了解了解，有点夸大了
Apple Podcasts1米昵酱China10 months ago - 不要把什么都弄成是中美对抗，你死我活。
不要把什么都弄成是中美对抗，你死我活。 非常讨厌这种未经分析的叙事
Apple Podcasts1晨光里的少年
United States10 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #102 | China/Top Podcasts |
Apple Podcasts | #121 |  Hong Kong/Top Podcasts |
Apple Podcasts | #7 | China/Business |
Apple Podcasts | #13 | Hong Kong/Business |
Apple Podcasts | #63 |  South Korea/Business |
Apple Podcasts | #84 |  Taiwan/Business |
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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Which podcasts are similar to 疯投圈?
These podcasts share a similar audience with 疯投圈:
1. 商业就是这样
2. 半拿铁 | 商业沉浮录
3. What's Next｜科技早知道
4. 起朱楼宴宾客
5. 声东击西
How many episodes of 疯投圈 are there?
疯投圈 launched 10 years ago and published 142 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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