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 | 133 | Founded | 6 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | Business NewsNewsInvestingBusiness |
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Latest Episodes
本期聚焦5月A股策略与主线布局：行情运行至50分位，修复反弹尚在中段；光模块、锂电、芯片、创新药四大主线轮动，2.5万亿量能下维持结构性行情，3万亿方能催生第二主线。科创板内部确定性优于创业板外需敞口，红利防御打底、融资盘主导短期节奏。深度拆解猪周期被资本熨平、机器人成本曲线决定产业爆发时点、算力租赁伪概念仅宜短炒，并提示节前缺口抛压风险与节后电力板块布局方向。
本期围炉好友：-陈阳凡：泰信达证券总部投资顾问（S1500622070001）-高乐：中国银河证券财富星首席投顾（S013062208... more
本期节目深入解析当前A股"猴市"特征：指数修复但个股分化严重，极致抱团（光模块、锂电池）连续回调，市场情绪偏紧。节前建议主动降仓至5-6成，严控回撤为第一要务。节目详细拆解了高位抱团股的调整周期、机构调仓逻辑、微盘股风险，以及一季报"业绩雷"的新规律。同时前瞻性推演五月及下半年的投资主线：国内AI算力、锂矿产业链、有色金属、固态电池、化工、光伏与猪肉困境反转等方向，并分享了"心里有杆秤"的仓位决策模型和右侧跟随策略。
本期围炉好友：-刘彧：中泰证券北京分公司投资顾问（S0740620040003... more
本期节目梳理五一节前A股投资逻辑，覆盖仓位管理、四大核心赛道（光通信、HBM检测、高端封装、储能）细分机会、光模块分歧后的补涨方向、锂电储能景气拐点验证，拆解财报季“见光死”风险、中美估值逻辑差异，分享“留在牌桌上”长期投资心法、逆向交易口诀及节后轮动剧本，提示内卷赛道规避与高景气出海方向。
本期围炉好友：-崔雪桐：私募基金经理（A20200222001363）-段云通：中泰证券北京分公司投资顾问（S0740625010004）
内容提要：00:00:00 节前仓位管理与补涨方向预判
00:08... more
本期直播聚焦4月底A股调整行情，解读60分钟级调整节奏，明确“放量即高点”风控逻辑，提示一季报业绩雷风险。拆解光学光电子、国产算力核心主线，分析光模块产业链分化趋势，给出“不接飞刀”回调纪律与五一后布局方向，建议普通投资者规避高难度双头博弈，等4月30日业绩披露完毕后再按资金信号进场。
本期围炉好友：-马安强：资深投资人-罗皓章：和讯信息科技有限公司投资顾问（A0030625100067）
内容提要：00:00:00 市场调整研判与月底风控策略00:03:00 技术面调整级别与操作节奏00:06... more
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Apple Podcasts | #21 | China/News/Business News |
Apple Podcasts | #54 |  Singapore/News/Business News |
Apple Podcasts | #150 |  Hong Kong/News/Business News |
Apple Podcasts | #167 | China/News |
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| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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围炉财经 launched 6 months ago and published 133 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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