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 | 51 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | InvestingBusinessNewsBusiness News | ||
Listen to this Podcast
Latest Episodes
本期节目深度解析12月倒数第二个周五的普反行情，直面市场三连阳却“感觉虚”的核心矛盾。两位资深嘉宾共同预判下周市场走势，提示月底与年底的双底风险，解析游资题材股的瀑布杀信号，推演指数调整的两种路径。节目不仅给出抄底时机与反弹操作的反人性策略，更分享了“高位看量价，低位看逻辑”的投资心法，帮助投资者在震荡市中把握跨年行情的主线与节奏。
本期围炉好友：- 资深投资人：马安强- 证券投资顾问：罗皓章
内容提要：00:03:58 节目开场与下周市场预判00:08:03 普反行情解析与游资风险预警00:1... more
本期直播聚焦年末A股市场剧烈波动，主持人与嘉宾梁宁、曹帆深入剖析市场情绪、风险点与投资策略。节目涵盖短期节点分析、中期风险警示、微盘股风险提示、仓位控制建议，以及投资者交易策略分歧。同时，对商业航天、新消费等热点板块进行解读，分享实用的投资心态与交易体系构建方法，为投资者在复杂市场环境中提供清晰的操作指引。
本期围炉好友：- 中泰证券投资顾问：梁宁- 私募投资人：曹帆
内容提要：
00:01:07 节目开场与市场情绪观察00:04:06 短期节点分析与定心丸00:05:57 中期不确定性分析与风... more
本期直播解析市场底部形成逻辑，结合技术面与政策面判断当前市场位置，回溯历史高点资金推手，探讨市场健康发展路径。针对散户‘721定律’，分享‘平常心’与‘慢即是快’策略，揭秘成为‘10%’的潜伏者实战方法，助你穿越周期实现超额收益。
本期围炉好友：- 资深投资人：赵旭东- 资深投资人：徐兴旺
内容提要：00:10:07 技术分析视角下的市场底部判断与量能解读
00:13:38 慢牛与局部牛市的投资策略及风险警示
00:18:12 政策定调下的投资信心与“借势”方法论
00:20:11 投资三要素与... more
本期节目聚焦2025年末A股市场关键转折期，特邀市场策略专家高乐与资深投资顾问刘洪明深度对话。高乐从政策工具箱、资金面与产业周期三重视角，拆解春季躁动行情的启动信号与潜力赛道；刘洪明针对指数破位走势，详解短线风险释放特征与中线布局"黄金坑"机会。节目实时解读投资者情绪指标，提供"恐慌期仓位管理+逆向布局"实操建议，为年末收官与明年开局提供全景式策略指引。
本期围炉好友：- 高乐：中国银河财富星首席投资顾问- 刘洪明：私募投资人
内容提要：
00:01:06 市场现状与核心问题
00:01:55 ... more
本期节目邀请刘彧、段云通两位嘉宾，围绕当前市场调整展开深度分析，精准预判关键点位并详解"蚂蚁搬家"策略实操要点。同时聚焦商业航天板块，从政策红利、技术突破到产业链机会全面梳理投资逻辑，解析市场两大核心矛盾、消费板块现状分析，为投资者提供震荡市中的布局思路与风险提示。
本期围炉好友：- 中泰证券北京分公司投资顾问：刘彧- 中泰证券北京分公司投资顾问：段云通
内容提要：00:01:08 节目开场与市场情绪观察
00:05:48 刘老师：市场调整分析、点位预判与"蚂蚁搬家"策略
00:13:24 段云... more
当前市场震荡加剧，上证指数或走ABC调整结构，光模块板块对创业板指数影响显著。马老师建议5-6成仓位持有核心标的，1成仓位做日内差价，高位趋势股沿5日线持有，低位滞涨股等待轮动机会。罗老师提出目标止盈法和趋势跟随法两种纪律，强调严守交易规则的重要性。直播重点解析机构票四大识别标准：100亿以上市值、机构股东占比高、契合产业趋势、行业龙头地位，并提示液冷、PCB材料等潜在布局方向，同时警示AI软件板块"A字杀"风险，建议采取追涨不抄底策略。
本期围炉好友：- 资深投资人：马安强
- 资深投资顾问：... more
2025年A股跨年行情进入关键窗口，本期播客解析市场周期定位，拆解上证指数、北交所、创业板三大指数分化的资金逻辑。独家分享"估值安全垫+政策催化"分步建仓法，详解北交所专精特新企业筛选标准及创业板科技股左侧布局时机，结合宏观数据与机构持仓变化，为投资者提供从短期波段到中长期配置的全维度策略参考。
本期围炉好友：- 信达证券总部投资顾问：陈阳凡- 信达证券总部投资顾问：杨成明
内容提要：00:05:09 大盘技术分析与当前操作策略
00:12:06 沪指与深指分化下的技术解构与春季行情展望
00... more
本期直播聚焦2025年末A股市场：缩量分化探底回升，估值高位下增量资金存疑，关键看业绩与资金持续性。解析美联储议息、国内会议影响，建议规避外围不确定性，聚焦券商等内循环确定性方向；探讨年底防御策略、“躁动”定义及科技股结构分化，看好国产替代、固态电池等主线，强调风险控制与分散配置，最后梳理2025年红利类资产机会。
本期围炉好友：- 私募投资人：才典- 中国银河证券安贞门营业部投资顾问：邹烨
内容提要：00:07:08 行情阶段判断00:22:58 市场体感：初现春意，但有倒春寒风险00:33:... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #15 | China/News/Business News |
Apple Podcasts | #119 | China/News |
Apple Podcasts | #250 |  Netherlands/News/Business News |
Top Business News Podcasts
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Gender Skew | Location | Interests | |||
|---|---|---|---|---|---|
| Professions | Age Range | Household Income | |||
| Social Media Reach | |||||
Frequently Asked Questions About 围炉财经
Where can I find podcast stats for 围炉财经?
Rephonic provides a wide range of podcast stats for 围炉财经. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to 围炉财经 and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.
How many listeners does 围炉财经 get?
Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for 围炉财经, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.
What are the audience demographics for 围炉财经?
Rephonic provides comprehensive predictive audience data for 围炉财经, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.
How many subscribers and views does 围炉财经 have?
To see how many followers or subscribers 围炉财经 has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.
How many episodes of 围炉财经 are there?
围炉财经 launched 2 months ago and published 51 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact 围炉财经?
Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.
Where can I see ratings and reviews for 围炉财经?
Rephonic pulls ratings and reviews for 围炉财经 from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.
How do I access podcast episode transcripts for 围炉财经?
Rephonic provides full transcripts for episodes of 围炉财经. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.