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 | 158 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | NewsTechnology |
Listen to this Podcast
Latest Episodes
🔥【核心洞察】
* CPO板块单日重挫超6%：6月24日，康宁在首尔AI数据中心光通信大会上发布Glass Bridge（玻璃桥）光互连平台。消息传出后，A股CPO概念板块单日大跌超6%，“易中天”齐跌，中天科技、烽火通信等多只个股跌停。市场担忧该技术将显著简化传统CPO架构所依赖的光纤阵列单元（FAU）及精密主动耦合设备，令中游组件需求面临长期萎缩压力。
* 核心技术：离子交换波导实现被动对准：Glass Bridge采用晶圆级玻璃离子交换（IOX）波导工艺，在玻璃内部预制光波导结构。光纤插... more
🔥【核心洞察】
* 中国半导体史上最大IPO之一：长鑫存储科创板IPO已获证监会注册生效，拟募资295亿元，成为科创板史上第二大IPO，仅次于中芯国际。市场预测其市值有望冲击2万亿至3万亿元。
* 业绩爆发式增长：2025年营收86亿美元（同比+156%），首次实现年度盈利；2026年Q1单季营收73亿美元（年增7倍），营业利润率高达70%。公司预计2026年上半年归母净利润500亿至570亿元，同比增长超22倍。
* 全球第四大DRAM厂商：长鑫存储已成为仅次于三星、SK海力士、美光的全球第... more
🔥【核心洞察】
* AI服务器MLCC用量是传统服务器的10-15倍：单台传统服务器MLCC用量约2000-3000颗，8卡AI训练服务器单机用量约4.8万颗，旗舰级整机柜AI服务器用量超过44万颗。英伟达GB300平台整柜用量约32万颗，下一代Vera Rubin NVL72机架用量将升至约57万颗，每机架MLCC内容价值提升约182%。
* 需求四年增四倍，产能每年仅增10%：摩根士丹利估计，2025-2030年AI驱动的MLCC需求将增逾四倍，行业产能每年仅增长10%-15%。高端AI级... more
🔥【核心洞察】
* 抱团是“结果”，不是“密谋”：机构不是商量好了一起买，而是大家同时看好同一个高景气赛道，你买我也买，买着买着就“团”起来了。抱团的本质是筹码从分散走向极端集中的过程；瓦解，就是筹码从集中走向分散的踩踏。
* 这轮科技抱团为何“烈度”空前？ 2025年4月7日至2026年5月29日，科创50涨72%，创业板指涨95.5%，光模块指数以516.81% 的涨幅冠绝全市场。A股超51%的个股年内下跌，中证2000获利比例不到4%，形成“指数牛、头部牛、科技独牛”的极端格局。
* 远... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #65 | China/Technology |
Apple Podcasts | #205 |  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 a year ago and published 158 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.