投资实战派
wong永庆与1%的公司和伙伴同行。 投资实战派是买方视角的价值投资播客，一个专注于投资实践、商业研究、经验交流的播客。主要内容：50家国内外顶流公司、50家投资&产业专家。 知识星球：实战派，提供播客文字版、每期相关资料、部分精选50公司跟踪。 实战派投研club：买方视角的投资者分享和交流俱乐部。 实战派高净值club：资产配置、风险防范、投资策略、筛选基金经理。 商务合作、播客听众群可以加小编微信aqing5210305，备注“播客”。
| Publishes | Weekly | Episodes | 184 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
🕰️本期参与者回顾了个人经验，并深入探讨了医药投资的策略与选择，强调了适应不确定性、不断学习和保持好奇心的重要性。此外，嘉宾们还分享了通过价值投资应对市场不确定性和新技术挑战的理念，并讨论了AI在增强研究和决策中的应用。
录制时间：2026年4月19日
🎺本期嘉宾
小豪，「小豪只投创新药」公众号作者，全网阅读量700w+。新加坡国立大学医学院硕士。
老学长，医疗行业研究员；公众号：老学长带带我
投资实战派主理人：大卫，专注于股票投资，构建了一套开源的投研系统，持续跟踪大消费，大科技... more
🕰️ 本期探讨了适合投资人群的特征、投资活动的组织形式，以及价值投资的核心理念。通过具体投资案例的分析，讨论者展示了如何在不确定的市场环境中，结合长期主义和价值投资理念，评估和选择投资机会。
录制时间：2026年3月28日
🎺本期嘉宾
永庆：投资实战派主理人、二级私募基金经理，高质量公司的价值投资，关注：互联网、消费、科技创新等投资机会
sam：实战派听友，主要做快消品投资
车厘子：实战派听友，主要做一级市场投资
*本期节目仅为嘉宾个人经验分享，不作为任何投资建议和推荐。如需转载... more
🕰️本期深入探讨了泡泡玛特的投资价值、市场表现和未来展望，同时考虑了管理层的战略调整。深度剖析了泡泡玛特经历2025年营收371亿元(增长184.7%)的亮眼业绩后，股价却因2026年20%的保守增长指引而大幅回撤。探讨其商业模式、估值逻辑、核心风险以及当前争议区间下的投资策略。
录制时间：2026年3月31日
🎺本期嘉宾
Jeff， Temple University金融硕士，曾任职投行交易室，全职投资者，财经播客《截胡不截财》主播，截胡不截财 | 小宇宙 - 听播客，上小宇宙 (x... more
🕰️ 本期为永庆在投资实战派春季交流会上的分享，本次对话深入探讨了价值投资的基础规律与市场周期的理解，强调了投资实践中需关注的三大环节：一是理解价值投资的整体框架，二是评估公司的竞争优势与财务状况，三是重视公司治理结构。
整体而言，对话倡导了一种基于深度研究与长期持有的投资策略，强调在多变市场环境中坚守投资原则的重要性。
本期音频由腾讯会议录制，录制时间：2026年3月28日
投资实战派春季交流会：
🎺本期嘉宾
永庆：投资实战派主理人、二级私募基金经理，高质量公司的价值投资，关注：... more
Reviews
- 希望越做做好！
内容挺好的，就是收听的感受不好，是不是录制设备的问题。另外，内容后期处理有提升的空间，过于繁杂
Apple Podcasts4麦田里的少年@哨子Chinaa year ago - 麦克声音🔊难受
麦克声音听上去很难受，也不是很清楚，是不是收音设备的问题
Apple Podcasts4番茄须眉Chinaa year ago - 永庆老师有时话太多了
永庆老师，你是主理人，让嘉宾多说说话
Apple Podcasts5jinzaiyuanfangChinaa year ago - 高质量
高质量、信息密度大、专业
Apple Podcasts5还要上课上课考试China2 years ago - 最爱的投资类播客
特别好的播客，干货满满，更新频率感人
Apple Podcasts5sunnyhermyChina2 years ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #29 | China/Business |
Apple Podcasts | #58 |  Hong Kong/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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投资实战派 launched 2 years ago and published 184 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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