三点下班
李永浩，星辰股市三点收盘，我们三点下班。 这是一档有趣又有料的投资陪伴型播客，每期围绕着股市和股民生活随便聊聊。
| Publishes | Twice monthly | Episodes | 125 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
临近上半年收官，我们想着之前承诺一年更新 24 期，也就是每月两期。上半年更了 11 期，还差 1 期才能完成 KPI。
不知不觉已经一个月没更新了，这一个月市场分化的非常极致，不知道你站在哪一端？
本期节目在录制的时候设备出了点问题，所以中间从 15 分钟到 25 分钟的内容，形成的语音语调是有一些变化的，见谅。
本期节目由我们的老朋友华夏基金红色火箭小程序赞助播出：wxmpurl.cn/0RDzX8E2xkm
欢迎大家通过链接点击使用“红色火箭”小程序，关注“伙伴计划... more
两位主播极致立场对撞 —— 星辰 All In消费 + 恒生科技（均值回归 / 价值锚）；浩哥 All InAI 产业链（产业革命 / 变化价值），全程互怼拷问，附投资与风险提示。
本期推荐：
公众号-奔波儿r
研究机构-Citrini+ Semi Analysis
🎙️本期播客由小雨伞保险经纪特别赞助播出
「小雨伞保险经纪」成立于2013年，是全国性保险经纪平台，以严选+定制的方式为用户提供从家庭风险分析、保险方案配置、协助理赔等一站式的保险服务，已累计完成12.26亿元的理赔... more
最近一篇《研究不创造价值》，一石激起千层浪——研究员被踩，基金经理被反讽。
研究到底还有没有不可替代的价值？AI 替代研究员到了哪一层？以及——如果我们普通散户既没有核心圈饭局，也没有研究资源，到底应该怎么"抄作业"才不踩坑？
本期提到的资源
• 宝哥的文章：《研究不创造价值》
• 播客《大方谈钱》——华夏新起点石云凯那期：《锂矿股集体爆发，从库存见底到 20 万吨，行情能走多远？》
时间轴
00:00 开场 / 宝哥那篇《研究不创造价值》引发的争议
05:54 AI 替代研究... more
本期速览
• 2026 年 "冰火两重天"：AI 产业链重仓者年内收益最高达 200%，消费、传统互联网等板块持续低迷
• 行业薪资颠覆：AI 方向出现日薪 5000 元的实习生，一人可抵百人效率
• 企业集体 "AI 恐慌"：硅谷鞋企 Allbirds 拟卖掉鞋业务，融资 5000 万美金转型算力租赁
• 三种人生 / 投资路径对照：大后期发育型、豪赌未来型、周期波动型
• 板块深度探讨：AI 硬件抱团超 3.5 年的核心原因、消费板块的新逻辑、券商业绩翻倍却不涨的真相 more
Reviews
- 期待更新
很不错的节目，每天必听的，已经从最开始的节目听了，听了差不多一个月了，很真诚，期待多更新。
Apple Podcasts5恋人16888Chinaa month ago - 晚上好
多多更新
Apple Podcasts5男妹儿0730China3 months ago - 求更新啊
内容和人都好有意思，声音也好听
Apple Podcasts5虢菲诗China3 months ago - 主理人，爹味好强
这哥们表达能力真的偏低，认知输出的时候透着爹味，85 后吗
Apple Podcasts2ridiculous humorChina4 months ago - 逻辑
看好“成瘾品”的讨论时，咖啡和茶饮被看好时，另一个人举例说海底捞的反例。之如用“星巴克的衰败”反驳咖啡是成瘾品的逻辑一样。
Apple Podcasts2forrestlee
United States4 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #23 | China/Business |
Apple Podcasts | #62 |  Hong Kong/Business |
Apple Podcasts | #95 |  South Korea/Business |
Apple Podcasts | #199 |  United Arab Emirates/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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三点下班 launched 4 years ago and published 125 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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