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 | 84 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | NewsTechnology |
Listen to this Podcast
Latest Episodes
🔥【核心洞察】
• 赛道隐形冠军：安集科技是中国化学机械抛光液领域的本土绝对龙头，这一环节是芯片制造，尤其是先进逻辑与存储芯片的核心耗材，技术壁垒极高。
• 双重需求驱动：公司正迎来先进制程产能扩张与AI引爆内存需求的双重历史性机遇。AI对高性能内存（如HBM）的渴求，直接转化为对更先进、更昂贵抛光液的需求。
• 量价齐升逻辑：高盛报告的核心判断是，AI趋势不仅将增加CMP抛光液的使用量，更因工艺复杂化将推动其销售单价上涨，实现“量价齐升”。
• 估值上调：基于上述强劲增长预... more
🔥【核心洞察】
• 范式革命：A股投资框架正经历从“景气度驱动”到“叙事驱动”的根本性转变。传统高频数据追踪已陷入内卷与失效，股价的底层逻辑是市场对未来的“空间叙事”（想象的天花板），而非眼前的业绩增速。
• 估值真谛：公司的预期市盈率（PE）主要由市场相信的 “业绩天花板高度” 决定，而与到达天花板所需的 “时间” 关系微弱。正确的投资是“倒算”空间，而非“正推”增速。
• 收益瞬间：超额收益并非在业绩持续兑现的漫长过程中均匀获得，而只在 “市场叙事发生根本性改变”的瞬间 集中... more
🔥【核心洞察】
• AI双面叙事：2025年是AI定义一切的一年，但光鲜背后是冰火两重天。一边是模型能力跃进、智能体炒作和数据中心建设狂热；另一边是技术交付不及预期、监管压力和市场过度竞争带来的挑战。
• 权力游戏新战场：科技巨头与政治权力的互动达到新高度。硅谷积极游说新政府，寻求监管红利与巨额合同，反映了行业成熟后对政策环境的深度依赖。
• 金融科技与自动驾驶的“突围年”：《GENIUS法案》 引爆稳定币市场，使其从边缘走向主流金融视野；同时，Waymo等公司的全无人驾驶出租车... more
🔥【核心洞察】
• 终极愿景与商业基石：埃隆·马斯克为SpaceX设定了在火星建立百万人口城市的终极目标，而当下支撑这一愿景的两大商业支柱是近乎垄断的发射市场和已成规模的 Starlink 卫星互联网星座。
• 星舰是唯一钥匙：无论火星运输还是卫星部署，完全可重复使用的星舰（Starship） 是实现所有规模扩张和成本突破的核心。其成功与否直接决定了火星时间表和太空经济的上限。
• 垂直整合铸就壁垒：SpaceX构建了从发动机到火箭制造、发射、回收乃至卫星生产的全链条垂直整合体系... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #70 | China/Technology |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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