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 | 65 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | InvestingBusinessNewsBusiness News | ||
Listen to this Podcast
Latest Episodes
本期《围炉财经》聚焦当下疯狂上涨的市场与嘉宾展开深度探讨，剖析天量成交下的市场特征与轮动逻辑，解读情绪周期下的投资心态与机会，探讨错过商业航天后的应对策略以及市场未来投资方向，为投资者提供在市场疯狂上涨中的投资思路和策略。
本期围炉好友：- 中泰证券北京分公司投资顾问：段云通
- 中泰证券北京分公司投资顾问：刘彧
内容提要：00:00:37 节目开场与市场现象观察00:01:43 刘彧：天量成交下的市场特征与轮动逻辑00:08:47 段云通：情绪周期下的投资心态与机会展望00:16:12 市... more
本期节目深度剖析2026年A股市场的“万马奔腾”行情，揭示市场风格从大市值向中市值的切换逻辑。嘉宾详细解读商业航天主线的击鼓传花本质，提醒投资者警惕追高风险，建议等待强分歧后的介入时机。同时，对光伏出口退税政策进行辩证分析，指出其短期利空、长期利好的产业逻辑。节目还分享了“拿住”的投资心法，强调在轮动行情中坚守底部品种、赚取长期逻辑的钱，以及如何通过资金痕迹选股的实操技巧。
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
内容提要：00:01:08 市场情绪与行情定性... more
本期《围炉财经》深度解析A股十四连阳背后的技术逻辑与市场意义，从波浪理论到趋势判断，彻底拆解本轮上涨的核心驱动。嘉宾分享了"不猜顶、重应对"的投资策略，指出当前市场已进入结构性牛市阶段，商业航天、芯片半导体等板块成为资金焦点。节目还探讨了板块轮动规律、技术指标的灵活应用，以及"做牛做马"的投资哲学。同时提醒投资者警惕热门板块风险，建议建立个人交易体系，在2.5万亿成交额的市场中把握流量机遇，实现稳健盈利。
本期围炉好友：- 中国银河证券金融街营业部首席投资顾问：诸斌- 中国银河证券安贞门营业部投... more
本期节目聚焦牛市行情，深度解析市场现象、资金逻辑与投资心态。从节前预判到技术分析框架，从调整应对策略到牛市行动纲领，帮助投资者强化牛市思维，抓住时机积累利润。当前多数板块刚启动，行情持续性可期，助你把握牛市脉搏。
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：00:01:38 节目开场与市场现象观察
00:03:01 牛市定位与心态转变
00:04:16 节前预判与资金行为逻辑
00:05:51 “上涨的恐惧”与牛市思维强化
00:12:39 技术分... more
本期金融直播深度剖析开年市场行情，解读高位分歧关键观察指标，明确当前行情性质与操作策略，探讨市场普涨下散户心态。从银行放贷、机构周期、全球宽松三方面拆解春季躁动逻辑，结合汇率与政策视角研判抛压，为投资者带来开年投资全景分析。
本期围炉好友：- 高乐 中国银河证券财富星首席投资顾问- 刘洪明 私募投资人
内容提要：00:04:05 市场高位分歧与关键观察指标00:10:37 当前行情性质与操作策略00:20:00 市场普涨感受与散户心态00:21:07 全球春季躁动逻辑与流动性分析00:29:09... more
本期节目聚焦全球新高背景下的A股展望，剖析全球资本狂欢、人民币升值及大宗商品普涨对A股的影响，预判4000点将成重要防线，市场或呈“结构性下跌、震荡性拉升”态势。同时，提示关注本周五美国非农数据，解析其影响传导机制及A股与美股的联动性。
本期围炉好友：- 崔雪桐 私募基金经理- 段云通 中泰证券北京分公司投资顾问
内容提要：00:07:17 全球新高背景下的A股展望00:09:49 2026年投资框架：以4000点为起点，转变格局思维00:15:12 短期操作视角：承认运气成分，关注持续性方向0... more
本期围炉下午茶聚焦2025年末市场，解析指数分化与维稳预期，分享商业航天板块持股策略，解读半导体设备利好兑现走势，分析指数技术面并给出节前仓位建议，为投资者提供跨年投资参考。
内容提要：
00:04:33 指数分化与维稳预期分析00:05:47 商业航天板块的持股策略00:07:01 半导体设备利好兑现与走势分析00:08:34 指数技术面分析与节前仓位建议00:11:50 节后行情推演与历史参照00:13:25 当前不宜加仓的逻辑与仓位审视00:16:56 调整中的板块节奏与认知差异00:18... more
本期播客深入探讨泡泡玛特独特的艺术品属性商业模式、出海成功的经验以及年轻活力的创始人团队。同时，刘彧老师对节后"十连阳"行情给出预判与操作策略，分享技术分析与投资框架，强调聚焦能力圈与长期价值的投资理念，还对科技股投资风险、价值投资与短线交易难度、机器人板块产业逻辑等话题展开深度解读。
本期围炉好友：- 私募投资人：马曼然- 中泰证券北京分公司投资顾问：刘彧
内容提要：00:00:56 节目开场与市场回顾00:05:00 曼尔对“十连阳”的谨慎观点与市场逻辑剖析00:11:01 曼尔的具体持仓... more
Key Facts
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #11 | China/News/Business News |
Apple Podcasts | #81 | China/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 3 months ago and published 65 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.