FutureCast/未来播报
atelierqin洞悉明日科技趋势，把握实时投资机遇。 Unlock tomorrow's tech trends and capture today's investment opportunities.
| Publishes | Daily | Episodes | 65 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | TechnologyNews | ||
Listen to this Podcast
Latest Episodes
🔥【核心洞察】
• 赛道前景广阔：全球数据中心电力需求预计未来十年将增长200%，供需失衡的现状为备用和主电源解决方案创造了巨大市场。
• 技术优势突出：固体氧化物燃料电池（SOFC）凭借超过60% 的发电效率、92.55% 的热电联产效率、低碳排放以及短至90天的快速部署能力，正成为数据中心可靠的分布式能源选择。
• 战略布局领先：潍柴动力通过战略投资希锂斯（Ceres Power）并获取技术许可，已成功打通SOFC全链条技术，其全球首款大功率金属支撑SOFC产品已进入商业化示... more
🔥【核心洞察】
• 行业迎来超级周期：AI驱动存储市场进入强劲上行通道，DRAM和NAND Flash价格全线显著上涨，预计此轮涨势将延续至2026年末。
• 龙头厂商显著受益：摩根士丹利维持对江波龙的“增持”评级，并将其目标价大幅上调至人民币325元，主要看好其产品组合改善、自研主控芯片及强劲的盈利增长。
• 业绩爆发式增长：江波龙2025年第三季度归母净利润环比增长高达318.94%，单季毛利率提升至18.92%，显示出极强的盈利弹性。
• 供需格局持续向好：存储原厂产能... more
🔥【核心洞察】
• 贸易格局重构：在中美贸易紧张背景下，中国对美科技产品出口大幅下降，而对越南的科技出口及越南对美出口同步增长
• 供应链新枢纽：越南正成为新的科技制造中心，中间产品和电子零部件贸易占据主导地位
• 本地组装验证：详细的产品级数据证明越南确实存在本地组装活动，而非单纯的贸易转口
• 企业策略驱动：三星、富士康等跨国企业为规避关税风险，在越南积极扩大生产能力
🔍【章节索引】
一、贸易流向：谁在替代中国的对美出口？
• 出口格局剧变：
中国对美科技产品... more
🔥【核心洞察】
• 新增长引擎：摩根士丹利预测，具身AI（机器人）将成为苹果继iPhone之后下一个重要的多年增长引擎，到2040年可能贡献1330亿美元收入
• 股价价值重估：机器人业务在中性情景下可贡献当前股价的25%（约每股22美元），牛市情景下达每股65美元
• 生态优势显著：苹果凭借23亿活跃设备、垂直整合生态和独特数据收集能力，在具身AI领域具备独特优势
• 明确发展路径：从2027年的智能家居机器人切入，最终迈向人形机器人，服务收入预计占机器人总收入的三分之一 more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #65 | China/Technology |
Apple Podcasts | #182 |  South Korea/Technology |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
Frequently Asked Questions About FutureCast/未来播报
Where can I find podcast stats for FutureCast/未来播报?
Rephonic provides a wide range of podcast stats for FutureCast/未来播报. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to FutureCast/未来播报 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does FutureCast/未来播报 get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for FutureCast/未来播报, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for FutureCast/未来播报?
Rephonic provides comprehensive predictive audience data for FutureCast/未来播报, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does FutureCast/未来播报 have?
To see how many followers or subscribers FutureCast/未来播报 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
Which podcasts are similar to FutureCast/未来播报?
These podcasts share a similar audience with FutureCast/未来播报:
How many episodes of FutureCast/未来播报 are there?
FutureCast/未来播报 launched 3 months ago and published 65 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact FutureCast/未来播报?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for FutureCast/未来播报?
Rephonic pulls ratings and reviews for FutureCast/未来播报 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for FutureCast/未来播报?
Rephonic provides full transcripts for episodes of FutureCast/未来播报. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.