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 | 191 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
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Latest Episodes
🕰️ 本期嘉宾详细分享了半导体行业的从业经历与深入理解，涵盖设计、制造、封装、设备和存储等多个子领域。讨论重点在于技术创新、市场需求和行业周期性波动对半导体行业的影响，以及AI浪潮带来的变革、机遇与挑战。
本期音频由腾讯会议录制，录制时间：2026年6月24日
🎺本期嘉宾
海哥：芯片行业资深从业者
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
*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。如需转载请联系小编并获得... more
🕰️ 本期永庆探讨了投资策略与市场分析的关键要点，强调了深入理解公司基本面、耐心持有优质股票的重要性。着重于价值投资原则、信息源的选择与迭代、高效的工作流程，以及投资策略的迭代，强调心态与风险控制的重要性。
整体而言，对话旨在帮助投资者建立理性投资观，通过深度研究和耐心持有优质资产实现长期收益，同时也提醒投资者不应仅基于短期热点进行决策，而应关注公司长期基本面和成长潜力。
本期音频由腾讯会议录制，录制时间：2026年6月初
🎺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... more
🕰️本期主要讨论了AI在不同领域应用时展现的边际效应、规模效应及其对人类劳动力的影响，同时，指出了AI模型追求规模的普遍逻辑，但强调了通用智能的必要性。对话还触及了未来社会结构的构想，如AI奴隶社会，以及个性化服务的必要性。此外，还探讨了AI安全性、AGI实现的可能性，以及AI对社会竞争格局的影响，特别提到了中美在AI领域的竞争与优势。
录制时间：2026年5月31日
🎺本期嘉宾
姜迅：近20年大数据与AI领域经验。2008年加入阿里，主导建成了阿里首套数据系统“北斗”，并落地首个推荐... more
🕰️ 本期深入探讨了在当前市场环境下，如何通过价值投资策略提升个人投资回报和生活幸福感。对话强调了选择股票投资机会时，股息、利润增长和估值弹性的重要性，指出投资者至少需具备其中两项。
本期音频由腾讯会议录制，录制时间：2026年5月29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；公众号:投资实战派；雪球：永庆好公司
沈帅波：财经作家、头部财经媒体“进击波财经”主理人、湃动品牌战略咨询CEO，代表著作包括《迭代... 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 | #36 | China/Business |
Apple Podcasts | #40 |  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 3 years ago and published 191 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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