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 | 195 | Founded | 10 months ago |
|---|---|---|---|---|---|
| Language |  Chinese (Simplified) | Number of Listeners | Categories | Business NewsBusinessInvestingNews |
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Latest Episodes
本期直播，解析周五深V反弹后日线调整未充分，上证看4000点以上、创业板3800点，下周先抑后扬，周二下午或周三上午为佳点。8月震荡出清，60天线三股空军压制；科技无可替代，聚焦先进封装、玻璃基板、存储等。大资金求确定性，小资金博弹性；潜伏放大周期，黄金家庭配10%-15%，储能电网“长坡厚雪”，机器人优于商业航天
本期围炉好友：-马安强：资深投资人-王志伟：河北源达信息技术投资顾问（A0190626060011）内容提要：00:00:00 深V反弹后的下周市场策略与日线级别调整预判00:09:... more
本期直播，解析A股五连阳后年线下方震荡，上万面临多重均线压制，空间看3900–4100点。指出科技拥挤度超历史牛市顶，资金高低切换；新主线或为非权重物理AI、工业母机。建议年线下低吸、越线不盲目乐观；甄别人造主线看反弹力度，死守锂电储能，布局晶圆代工龙一，算力租赁长景气，警惕电风扇轮动。
本期围炉好友：-杜可君：金融街证券投资顾问（S0670025080002）-诸斌：中国银河证券金融街营业部首席投资顾问（S0130616040009）
内容提要：00:29:00 市场反弹节奏与资金再平衡00... more
本期直播，解析A股五连阳后年线下方震荡，量缩至2.1万亿致轮动快，创业板看3650-3700压力。隐藏主线为微盘股投机，地产仅政策博弈，光模块纠偏有补涨。腾讯加码国产算力，外资倒逼自主可控；华为超节点涛定律破物理极限成下半年核心。建议不追高、等二浪，配券商对冲，关注AI+医药、游戏及黄金买预期逻辑。
本期围炉好友：-高乐：中国银河证券财富星首席投顾（S0130622080003）-罗皓章：和讯信息科技有限公司投资顾问（A0030625100067）内容提要：
00:02:35 宏观流动性与A股... more
本期直播中嘉宾研判本轮超跌反弹未结束，上证看4000–4100点，但科技股套牢盘重、解套难，需等拥挤度降与波动率平。策略上弃高估值光模块，转国产替代分散配；黄金、创新药、券商、恒科具性价比。强调“不追高”、年线下的认知差建仓，并析存储错杀、商业航天降本与机器人估值分歧。
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（P1003679100001）-曾丹青：北京凌澜私募基金管理有限公司基金经理（P100954710002）
内容提要：00:00:01 市场反弹空间展望00... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #190 |  United States/News/Business News |
Apple Podcasts | #113 |  Canada/News/Business News |
Apple Podcasts | #193 |  Australia/News/Business News |
Apple Podcasts | #215 |  Germany/News/Business News |
Apple Podcasts | #10 | China/News/Business News |
Apple Podcasts | #40 |  South Korea/News/Business News |
Apple Podcasts | #69 | China/News |
Apple Podcasts | #78 |  Hong Kong/News/Business News |
Apple Podcasts | #220 |  Ireland/News/Business News |
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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围炉财经 launched 10 months ago and published 195 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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