我来陪你读年报
都说不易这一切缘起于在三年前的一时兴起，最初的想法就是跟大家一起读一些我感兴趣的上市公司的年报。所以这个节目起的名字就是《我来陪你读年报》，就这么一做就做了三年的时间。我与很多开公众号的大V不一样，我就是一个无名之人，一个最普通的赶路人……
也正因为如此，这些节目只是我自己投资过程的一个记录。这里面毫无修饰地记录了我对每一家企业，每一个行业的了解和认知的过程。我只是把这里作为我个人的一个小花园，我没意愿要做到多大的影响，没意愿在这上面赚钱，也没意愿与别人争论什么原则问题。所以我不会发雪球，因为纷争太多；所以我不接推广，因为收人的钱就要替人办事；所以我从来不要求朋友帮我点赞转发，因为根本没必要。
所以在这里我敬告各位朋友：
1、本专辑纯属我个人的投资和学习的记录。
2、我认为投资最不需要的就是大众的认同，如果没点独立的想法，没点看上去有点固执的坚持，根本就别想继续在这个投资市场生存下去，大家也没必要... more
| Publishes | Twice weekly | Episodes | 519 | Founded | 4 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessInvestingManagement |
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Latest Episodes
随着人工智能、半导体等领域的迅猛发展，科技赛道愈发复杂，直接投资个股的风险较高。这次，我们分析了几只优秀的科技指数基金，强调了它们在低成本、高透明度及行业代表性方面的优势。通过这些基金，普通投资者可以更加轻松地参与到科技浪潮中，分享行业成长红利。00:02:07:华夏上证科创板50ETF：聚焦核心资产的指数基金绩效分析00:04:09:“华夏国证半导体芯片ETF：聚焦硬科技，拥抱科技未来！”00:08:16:芯片行业掀起投资热潮，基金持有芯片类股比例创新高！00:10:17:半导体芯片行业景气度... more
这一期，我们探讨了中国电力市场化改革的最新进展及其对上市公司的影响。根据最新数据，电力市场交易电量大幅增长，但这也带来了电价下行的压力，影响了多家上市发电企业的盈利。我们分析了不同类型企业在市场化改革中的表现，尤其是水电企业与火电企业的不同命运。此外，还讨论了跨区域电力交易的突破，以及新能源企业如何在竞争中提升技术和市场份额。这场改革究竟会如何重塑电力行业的未来？00:02:11:市场化交易引发电量增加与电价下降，利润空间受压00:04:12:市场化交易推动电力市场发展：向百分之三十的目标迈进0... more
本期探讨了在AI算力革命和全球新能源转型的背景下，铜作为关键金属的重要性。随着对铜的需求不断增长，预计未来铜市场将面临巨大的缺口。我们对比了江西铜业和紫金矿业这两家行业巨头，从企业治理、核心资源和财务业绩等多个维度分析它们的竞争优势与投资价值。通过深入剖析这两家企业的战略布局与市场表现，揭示了铜行业未来的发展趋势与挑战。
00:02:09:周期驱动与成本控制：圣农发展、恩华药业主营业务分析与股价表现00:04:11:公司股票年度累计涨幅达到百分之十八点六九，佐力药业主营业务发展态势良好00:06:14:巨化股份：周期上行与配额限制，双重逻辑驱动业绩与股价同步增长00:08:20:新能源汽车与半导体需求旺盛，氟化工材料价格飙升！盐湖股份利润大增！00:11:06:盐湖股份钾肥业务和盐湖体锂产能共同推动公司业绩与股价涨幅双位数增长00:13:54:贵州茅台：业绩增速下滑股价抗跌，消费板块龙头之一00:16:39:消费... more
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Apple Podcasts | #160 | China/Business/Investing |
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我来陪你读年报 launched 4 years ago and published 519 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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