围炉财经
围炉编辑部《围炉财经》是北京广播电视台财经频道-BRTV天下财经旗下新媒体端直播节目，您可以在 视频号&抖音 平台关注 @天下财经投资者，收看每个交易日18:30准时开播的《围炉财经》直播。我们也会在直播结束后，第一时间将节目音频发布到各大音频平台，并将节目内容&主要观点梳理为思维导图、发布在同名公众号 @天下财经投资者 中。
| Publishes | Daily | Episodes | 34 | Founded | a month ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | InvestingBusiness NewsNewsBusiness | ||
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当前市场分化显著，指数下行空间有限但多数行业仍需深度调整，科技主线（AI、算力等）在波动中展现强劲韧性，CPO等细分领域逆势创新高。资金通过ETF呈现"大跌大买、反弹兑现"特征，机构行为影响市场节奏。春季行情窗口明确，关注3700点技术支撑位与春节前后启动时点，当前调整期是筛选抗跌性强、逻辑未破标的的黄金阶段。本期节目将解析长线（科技上游）与短线（连板题材补涨）差异化策略，结合仓位管理技巧，把握科技主线确定性机会。
本期围炉好友：- 陈阳凡 信达证券总部投资顾问- 杨成明 信达证券总部投资顾问 more
本期节目聚焦2025年12月市场三大核心议题：政策面如何释放风险偏好驱动信号？流动性政策空间能否支撑市场估值修复？AI应用能否接棒成为下一轮主线？嘉宾从年底行情节奏、资金流向、情绪指标等维度拆解市场运行逻辑，详解技术路线竞争中的投资机会，特别提示港股配置窗口与开源生态产业链机遇。
本期围炉好友：- 卢杰 资深投资人
- 高乐 中国银河证券财富星首席投顾
内容提要：00:08:36 十二月政策预期与风险偏好驱动
00:23:33 流动性政策空间与市场定位
00:39:31 AI应用或成下... more
本期播客浓缩直播核心策略，从短期风险到长线布局层层拆解：先剖析中阴线后弱反弹的隐忧，再聚焦商业航天、AI应用端等热点板块的博弈逻辑——既有游资推动的军工联动机会，也有巴菲特减持英伟达背后的应用端转向信号；技术派关注缩量止跌与券商护盘缺失的警示，价值派则详解芯片板块回调30%后的龙头配置价值。赵汛、段云通两位嘉宾碰撞观点，从“假阳线情绪维护”到“30%-50%波动不扰长线持仓”，再到“热点试错的风报比优势”，最终落脚于流动性紧张下的年底操作纪律：不盲目抄底、严守止损线，等待12月中下旬政策窗口的修... more
今日加更节目是北京广播电视台-财经频道-新媒体账号@天下财经投资者 推出的创投类直播节目《创投天下》，节目旨在搭建“资本-企业-产业”三方直连的沟通桥梁，通过真实对话传递投资逻辑，赋能投资者能力成长。本期内容聚焦商业航天与地理空间情报产业，从“观微科技”这一国家级专精特新“小巨人”的实践出发，系统拆解卫星导航、通信、遥感及算力四大板块的演进脉络，展示卫星数据在国防安全、农业生产、金融尽调、城市治理等领域的真实落地。节目通过中美产业规模与技术细节对比，量化呈现差距与追赶路径，指出中国商业航天在政策... more
本期播客聚焦A股“黑色星期五”暴跌后的生死操作指南！嘉宾团队直击上证跌超2%、创业板重挫4%的极端行情，拆解三大核心矛盾：① 锂电池板块因碳酸锂价格暴跌引发“信仰资金”集体逃亡，锂矿股与商品价格高度绑定的致命风险；② 科技赛道分化——AI应用、光学光电子成抗跌主力，而高位芯片、英伟达链仍受美股拖累；③ 市场情绪连续四天冰点（超4000股下跌），周一10:30或现超跌反弹关键窗口。从量化资金加速杀跌的生态巨变，到光伏/机器人板块的资金轮动逻辑，再到“闲钱投资”心态管理，全程输出“不割肉等反弹”“区... more
当前市场情绪处于冰点，3900点整数关口成为多方重要防守阵地。本期节目深入解析当前市场格局，提出"5成仓位"的防守反击策略，重点布局高股息蓝筹与科技龙头的平衡配置。通过投资者风险分层，针对不同风险偏好者给出分层仓位管理建议，助你在震荡市中把握结构性机会，规避潜在风险。
本期围炉好友：- 邹 烨 中国银河证券安贞门营业部投资顾问- 诸 斌 中国银河证券金融街营业部首席投资顾问
内容提要：00:04:38 冰点行情与3900点关键支撑
00:15:30 防守反击框架：仓位控制、低波品种与板块赢面... more
2025年市场调整背景下，本期节目聚焦冰点情绪周期底部特征，解析政策护盘与权重轮动逻辑，拆解"天庭-人间"资金结构与年末博弈策略。深入探讨AI科技革命主线持续性，剖析从创新药到可控核聚变的生产力变革逻辑，以及科技泡沫争议背后价值创造与算力周期的博弈。为投资者提供穿越市场波动的实战分析与主线布局建议。
本期围炉好友：- 李智刚 北京景盛谷私募基金管理有限公司 私募基金管理人
- 曾丹青 北京凌澜私募基金管理有限公司基金经理
内容提要：00:05:15 节目开场：市场调整背景与核心问题抛出00:09... more
本期直播聚焦当前市场核心热点，深入解析ST板块投资机会与风险边界，拆解高标股回调信号背后的资金逻辑。针对散户投资者，提供"左侧布局+右侧确认"的实战策略，结合指数构成解析、弱者思维心态建设、中小盘市值切换等核心内容，教你把握市场切换节奏。更有实时互动问答环节，解答观众最关心的仓位管理、板块轮动等实操问题，助你在震荡市中找准投资方向。
本期围炉好友：- 才典 北京东方睿石投资管理有限公司合伙人
- 段云通 中泰证券投资顾问
内容提要：00:04:09 节目开场与市场概况
00:07:12 ST板... more
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Apple Podcasts | #17 | China/News/Business News |
Apple Podcasts | #67 |  Netherlands/News/Business News |
Apple Podcasts | #133 | China/News |
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