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 | 171 | Founded | 8 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | InvestingNewsBusiness NewsBusiness |
Listen to this Podcast
Latest Episodes
科技股调整定性为"狼来了2.0"，调整周期至少两周，北美链进入左侧击球区，半导体7月中下旬或重回新高。7月市场从"一九行情"转向均衡轮动，必须拥抱核心资产、远离跟风股。业绩验证期来临，核心看业绩增长逻辑，创新药、储能等板块业绩确定性强。操作上积极做T降本，底部板块趴着不动也是策略，用策略应对情绪，守株待兔等待轮动机会。
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 | 科技调整"狼来了2.0"，七月转向均衡... more
本期直播解读科技股调整信号与25天调整周期，分析半导体、创新药、交换芯片等投资机会，讲解海外映射逻辑、交易纪律，提示7月仓位管理与高低切换策略，帮投资者把握科技下半场行情。
本期围炉好友：-王志伟：河北源达信息投资顾问（A0190626060011）-杨成明：信达证券总部投资顾问（S1500621050005）
内容提要：00:00:00 科技股调整征兆与资金切换迹象00:05:21 科技股分化：技术面分析与结构性机会00:09:42 下跌性质判断：情绪冲击与叙事逻辑00:13:45 科技信仰的... more
7月市场大概率呈现K型分化收敛，科技主线上升斜率放缓，调整或以横盘震荡展开而非深跌。低位板块（非银金融、医药、高端制造等）迎来轮动补涨机会。操作上建议采取"漂流"策略，跟随资金流向阻力最小的低位方向，控制总仓位6-7成，以低吸为主避免追高。中报季将成个股淘汰赛，业绩确定性品种会被继续抱团，7月或为今年投资体感最佳月份。
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业部投资顾问（S0130613010005）
内容提要：00... more
本期直播复盘上半年并展望下半年。科创50涨64%但个股跌中位数-14%，选对方向是关键。下半年核心判断：7月行情优于6月，上证三季度或见全年高点。海外链（光模块、PCB）业绩扎实走势稳健，自主可控（半导体设备）脉冲式行情不持久。7-8月为业绩窗口期，远离纯题材炒作。AI行情类比光伏，主升加速段或持续至Q3末，需警惕"戴维斯双杀"。量化因子已从中证2000转向500和沪深300。锂电池/储能资金流入斜率类似算力初期，或成下阶段主线。
本期围炉好友：-刘彧：中泰证券北京分公司投资顾问（S074062... more
Key Facts
Similar Podcasts
People also subscribe to these shows.
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #164 |  Canada/News/Business News |
Apple Podcasts | #80 |  Australia/News/Business News |
Apple Podcasts | #151 |  Germany/News/Business News |
Apple Podcasts | #10 | China/News/Business News |
Apple Podcasts | #59 | China/News |
Apple Podcasts | #74 |  Hong Kong/News/Business News |
Apple Podcasts | #164 |  Ireland/News/Business News |
Apple Podcasts | #222 |  Japan/News/Business News |
Apple Podcasts | #247 |  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 | ||||
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.
Which podcasts are similar to 围炉财经?
These podcasts share a similar audience with 围炉财经:
1. 厚雪晚班车
2. 声东击西
3. 厚雪长波
4. 截胡不截财
5. 今日股市 | 薪伊谈股票投资
How many episodes of 围炉财经 are there?
围炉财经 launched 8 months ago and published 171 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.