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”。 我们也在招募运营合作伙伴（兼职/实习），协助实战派品牌和内容的推广和宣传（远程）。
| Publishes | Weekly | Episodes | 201 | Founded | 3 years ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Category | Business |
Listen to this Podcast
Latest Episodes
🕰️本期深入探讨了人工智能（AI）在金融投资领域的应用，讨论还涉及了利用AI进行未来问题预测和投资分析的成功案例，强调了AI在提供高质量分析报告和预测方面的价值。同时，分享了AI投研领域的挑战，如数据准确性、模型训练与优化，以及确保分析结果可靠性的问题。整个对话展现了对AI技术应用的深刻理解和对未来发展的期待，同时也反映了在实际操作中遇到的困难和挑战。
录制时间：2026年8月28日
🎺本期嘉宾
白总，Gangtise 首席 FDE
投资实战派主理人：大卫，专注于股票投资，构建了一套... more
🕰️ 本期主要探讨并复盘了嘉宾投资体系的演进，详细拆解了如何结合大股东增减持、资本开支强度（Capex/折旧）及现金流指标进行定量与定性的周期位置判断，并复盘了该框架在 AI 等新兴产业上的局限性，同时分享了如何将“买公司”的商业视角、香港高波动市场历史以及 AI 辅助投研应用到现代资管实践中。
录制时间：2026年8月2日
🎺本期嘉宾
永庆：投资实战派主理人、二级投资人，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 ；9月中旬会上架一本关于股票投资... more
🕰️ 本期讨论了成功投资需具备正确的心态、价值观、时间和耐心，选择适合自己的投资策略，考虑个人性格、风险承受能力及投资目标。对新手投资者，建议多学习、专注于高价值公司研究，避免盲目操作。此外还讨论了“能力圈”概念，提倡找到擅长领域深入研究，并利用高效学习方法如AI辅助提高投资决策质量。
🎺本期嘉宾
永庆：投资实战派主理人、二级投资人，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 ；9月中旬会上架一本关于股票投资和研究的工具书《股票投资实战派：框架、方法... more
🕰️本期主要讨论了物理AI面临挑战，包括数据收集的难题、硬件技术的局限以及算法的复杂性。同时，讨论强调了中美两国在机器人产业的不同优势与潜力，认为中国政府的制度优势可能在解决数据收集等关键问题上发挥重要作用，有望加速物理AI的进步与应用。
录制时间：2026年8月1日
🎺本期嘉宾
小X老师：某卖方资深具身智能分析师，中山大学硕士，跟踪过智能驾驶行业，22年开始密集跟踪人形机器人板块至今，跑过产业链数百场调研活动，访问数百位高管，从物理Ai的上游设备、原材料、数据采集，到中游机器人软硬件... more
Reviews
- 价投芯片，一定要听这期
我是价投风格，平时多投资老登股，很想参与芯片行业投资，自己也看了些资料，总吃不准价投原则如何运营于高科技行业。听了这期，解答了心中不少疑惑，大赞，墙裂推荐！
Apple Podcasts5股市小作手Chinaa month ago - 宝藏博客
从谢博士那期开始听，收获非常的多，主持人提的问题也特别的有价值，然后把前面的几期播客也翻了一下，就是非常的价值，值得推荐
Apple Podcasts5爱说点小谎
United Statesa month ago - 找到对的人，问对问题
避免盲目自信的方法就是少做判断、不做判断，而是提出好的问题、找到能回答问题的人。 找到高质量的人、高质量的信息源，投资实战派一直在做这件事。 中长线价值投资者必须摆脱对自身商业判断能力的盲目自信，切实避免基于企业的某些经营策略来臆测和预判企业竞争优势和商业前景的思维陷阱，以及由此驱动的投资逻辑——我们不需要自己知道所有。
期待越办越好！
Apple Podcasts5yan_alphaUnited Statesa month ago - 华语第一价值投资播客
《投资实战派》是一档干货十足、拒绝噱头的优质财经播客。主创团队专业扎实，嘉宾阵容权威靠谱，内容立足真实A股市场，摒弃空洞理论与暴富套路。节目拆解实用交易方法、复盘真实盈亏案例、普及理性投资逻辑，通俗易懂、落地性极强。既能帮助新手建立正确投资认知，也适合资深投资者完善交易体系，是值得反复收听的实战型财经栏目。
Apple Podcasts5YcnngChinaa month ago - 中文世界最厉害的价投播客！
我觉得他们播客特别干货，吹牛很少，不像有些播客都是PR广告，真的比较能学到的东西。提供的思路也很清晰，对于投资小白可能比较深，但很适合有一定投资经验的业内人士！
Apple Podcasts5不知道取什么名字🆘Chinaa month ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #57 | China/Business |
Apple Podcasts | #91 |  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 201 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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