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 | 160 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessBusiness NewsInvestingNews |
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Latest Episodes
本场直播定性科技普涨为超跌反弹而非二次点火，核心制约是中报业绩验证。PCB上游核心材料（铜箔、环氧树脂、电子布）是本轮行情主线与观察指标，趋势不结束则行情不结束。机构锁筹致高位龙头交易拥挤度反降，散户恐高反成推升动力。两大低位挖掘方向：12英寸硅片与电子布核心材料。短线沿均线低吸有业绩确定性标的，中线布局低位强逻辑方向。券商底部修复但持续性有限，商业航天仍处故事阶段，创新药等反转信号，AI赋能有望缩短新药研发周期。
本期围炉好友：-王志伟：资深投资人（S0890422080020）-杨成明：信达... more
本期直播围绕科技主线展开，明确当前处于调整周期末端，抱团未瓦解、七翻身行情靠科技引领。详解“大跌买大涨卖”实操策略，拆解锂矿、PCB等中报确定性方向，提示算力租赁等题材炒作风险，给出深套躺平、均线加仓等应对技巧，同时预警端午假期波动，提醒散户规避追高、把握7月核心机会。
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 市场反弹信号与风格切换逻辑辨析00:04:14 科技股调整周期与精细化交易策略00:18:0... more
本场直播深度剖析AI落地困境：Token"不可能三角"揭示硬件投入与变现矛盾，大模型降价标志估值从叙事定价转向SaaS盈利定价，泡沫溢价挤出。光模块估值出现"耐药性"，预期透支至2027年，筹码松动。科技股补跌风险加剧，高低位天秤极端失衡终将纠偏。券商藏IPO跟投收益逻辑，自由现金流提供安全边际。弱市核心策略：自救减亏，不接飞刀。
本期围炉好友：-才典：私募基金经理（P1065204100008）-段云通：中泰证券北京分公司投资顾问（S0740625010004）
内容提要：00:04:00 ... more
本场直播聚焦调整期末的攻守抉择：3-5周周线调整至第5周关键节点，本周大概率收周阳线宣告调整结束。科技蓝筹必然替代传统蓝筹，A股复刻美股"七姐妹"式头部抱团，微盘股炒作退潮。杠铃策略应对：银行非银为轴心+科技两端动态调整。科技"二次点火"需等中报业绩验证，AI产业链重心从上游算力向中游切换——路修好了该上高速。券商调整近尾声，破净属性获资金关注。弱市不如休息，等60天线再行动。
本期围炉好友：-诸斌：中国银河证券金融街营业部首席投资顾问（S0130616040009）-邹烨：中国银河证券安贞门营... more
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #140 |  Canada/News/Business News |
Apple Podcasts | #167 |  Germany/News/Business News |
Apple Podcasts | #226 |  Australia/News/Business News |
Apple Podcasts | #10 | China/News/Business News |
Apple Podcasts | #63 | China/News |
Apple Podcasts | #91 |  Hong Kong/News/Business News |
Apple Podcasts | #108 |  Ireland/News/Business News |
Apple Podcasts | #186 |  Singapore/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 8 months ago and published 160 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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