
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 | 188 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Category | Business |

🕰️ 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
🕰️本期主要探讨了半导体行业的多个关键方面,包括长期投资的重要性、技术进步与企业战略、AI浪潮中的半导体变革、国产化与技术自立的重要性、人才培养与教育、产业政策与国际合作,以及分享了个人的职业生涯和行业洞见。
录制时间:2026年5月17日
🎺本期嘉宾
谢志峰,中国半导体产业"科学家+企业家+投资家"三栖领军人物。半导体物理学博士,麻省理工研究院教授、复旦大学客座教授,中芯国际联合创始人,英特尔最高成就奖获得者。深耕半导体行业近四十载,贯通芯片设计、晶圆制造、封装测试至产业投资全产业链... more
🕰️本期主要从研发和临床双视角出发探讨了CAR-T细胞疗法,当前正处于技术发展的初期阶段,但已展现出对肿瘤治疗的早期积极效果。中国的CAR-T治疗技术在通用型细胞治疗、体内疗法和实体瘤治疗方面取得了领先进展。讨论强调了细胞治疗领域建立独立研究能力的重要性,技术创新和专利保护对推动行业发展至关重要。未来,细胞治疗技术在自身免疫疾病、抗感染和纤维化等领域的应用潜力巨大,同时,降低成本、提高可及性是当前面临的挑战。
录制时间:2026年5月7日
🎺本期嘉宾
李宗海,中国医学专家,复旦大学医学... more
🕰️ 本期永庆深入探讨了价值投资的多个关键方面,强调了评估公司内在价值、选择投资时机、分析市场情绪和周期的重要性,同时提到了构建和管理投资组合的方法。
本期音频由腾讯会议录制,录制时间:2026年4月17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 价值投资:长期持有与高质量资产选择 more
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
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
永庆老师,你是主理人,让嘉宾多说说话
高质量、信息密度大、专业
特别好的播客,干货满满,更新频率感人
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #39 | |
Apple Podcasts | #112 | |
Apple Podcasts | #119 | |
Apple Podcasts | #211 |
Listeners, social reach, demographics and more for this podcast.
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投资实战派 launched 3 years ago and published 188 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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