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：30家国内外顶流公司、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30公司跟踪。 实战派投研club：免费、但有门槛的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、公司和产业调研。 商务合作、播客听众群可以加小编微信aqing5210305，备注“播客”。
| Publishes | Weekly | Episodes | 193 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
🕰️本期深入分析了半导体行业当前面临的风险和未来趋势，主要包括产能问题、地缘政治风险、原材料依赖以及科技博弈带来的挑战。
节目中讨论了超透镜、玻璃基板、混合键合和碳化硅等技术方向的潜力与挑战，指出产业化进程中面临的技术难度、市场接受度等问题。
录制时间：2026年7月4日
🎺本期嘉宾
方亮：芯率智能科技（苏州）有限公司董事会秘书兼战略发展总监，清华大学学士，英国布里斯托大学硕士。专注于先进封装与三维集成相关技术的投资与应用拓展。
投资实战派主理人：大卫，专注于股票投资，构建了一套开... more
🕰️ 本期永庆分享了如何用AI对高质量公司进行投资和研究的策略，重点讨论AI如何辅助投资决策，尤其是在信息筛选、跟踪和分析上的应用。
本期音频由腾讯会议录制，录制时间：2026年７月４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
*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许可。
💿 播客概览时间轴
00:00 投资星球活动与参与方式详解
03:59 AI投研全流程... more
🕰️ 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
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 | #33 | China/Business |
Apple Podcasts | #62 |  Hong Kong/Business |
Apple Podcasts | #182 |  Brazil/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 193 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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