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 | 93 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologyNews |
Listen to this Podcast
Latest Episodes
🔥【核心洞察】
• 别样的市场指南：中信里昂证券一年一度的《风水指数》，是以传统八字命理、五行生克和风水玄学为工具，对来年市场进行的一次趣味、非主流的展望，旨在提供一种独特的观察视角和新年谈资，其结论“并非投资建议”。
• 年度主题定调：2026丙午马年被定义为 “火马驰骋” ，象征速度、方向变化极快，充满狂野奔放的能量。这预示着市场可能波动加剧、机会瞬息万变，需要投资者灵活应对，大胆捕捉机遇。
• 结构性行业“运势”：报告将各行业与五行对应，预测其“气运”。例如，木属性的医药、... more
🔥【核心洞察】
• 双重周期共振：长飞光纤正迎来电信市场的周期性复苏与AI数据中心的结构性增长双重利好，推动公司进入明确的盈利上行周期。
• 目标价暴力上调：瑞银将评级从“中性”直接调升至 “买入” ，目标价从 44港元大幅提升127%至100港元，凸显了基本面变化的强度和机构的强烈看好。
• 增长引擎切换：公司的增长动力正从传统电信光纤，向AI驱动的高端数据通信产品快速切换。预计到2028年，数据通信业务将贡献总收入的40%。
• 握有未来“王牌”：公司在空芯光纤领域的技术... more
🔥【核心洞察】
• 从“尝鲜”到“习惯”：2026年将成为中国消费者AI的 “激活年” ，聊天机器人将从新奇工具转变为日常习惯，驱动需求从探索性训练转向持续性推理。
• 避开“赢家”陷阱，聚焦“卖水人”：当前市场过于早期，直接押注“颠覆性AI应用”的赢家风险极高。更明智的策略是投资于确定性更高的 “二级AI受益者” ——即那些为AI普及提供必需基础设施、流量和内容生产力的公司。
• 三条清晰的收益主线：投资机会明确集中于：1）AI推理算力消耗；2）平台为争抢用户而增加的营销支出；... more
🔥【核心洞察】
• 战略升级驱动增长：中国中免正通过收购DFS港澳业务、深化与LVMH合作、积极寻求海外扩张三大战略，从“海南免税王”向“全球旅游零售巨头”跃迁，打开长期成长天花板。
• 利润担忧可控，增长质量受认可：市场担忧的品类结构变化（黄金珠宝、电子占比提升）对利润的稀释影响有限。公司对毛利率保有信心，海免销售强劲且品类多元化，展现了高质量增长韧性。
• 估值锚定行业标杆：报告分别给予A/H股明确的估值指引（A股35倍、H股30倍2026年预期市盈率），与行业PEG水平看齐... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #65 | China/Technology |
Apple Podcasts | #170 |  Hong Kong/Technology |
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 | ||||
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 6 months ago and published 93 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.