
精选6300万投资者的在线交流社区-雪球站内的优质干货内容,
解读热门个股、热点事件,分享投资理念、方法技巧。
6300万投资者在线交流,一起探索投资的智慧。
上雪球App,和6300万投资者在线交流,
多空观点尽收眼底,陪你踏上财富滚雪球之路。
| Publishes | Daily | Episodes | 2005 | Founded | 11 years ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | BusinessInvesting |

欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫电力行业笔记,来自菜鸡本鸡。
今天的内容主要针对发电行业,从研究难度来看,水电小于核电小于风电小于光伏小于火电以及煤电,另外市场上也有生物质或者垃圾发电的上市公司,不过商业模式和纯发电行业也不太一样,暂时就不看了。从商业模式或者行业属性上来看,虽然都是发电行业,但是水核可以归为一类、风光一类、火电,主要指煤电一类。不同电源类型关注的重点,还有市场交易的叙事都不一样。
一、水电... more
欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫纳指真的适合一直无脑定投下去吗,来自范范爱养基。
上周开放额度的摩根纳斯达克一百,很多人疯抢,还有好多朋友喊我去抢,我表示:这个位置的纳指,我是买不了一点!随着越来越多QDII基金限额,很多人一心只想抢份额,完全不考虑短期美股的风险。
上个月我发了一篇《暂停美股定投,逐步减仓纳指基金》的文章后,有两类问题问得比较多:一、说好的信仰呢?说好的相信美股长牛呢?说好的一直定投下去呢... more
欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫基于事实的逆行会带来超额价值 ,来自刘志超。
十二月十六日,特斯拉股价时隔一年刷新历史新高,没有喜悦与激动,更多感受到的是一种逻辑逐步兑现后的平静。很多人喜欢为长期持有某公司找到一个貌似贴切的理由——“信仰”,但我更愿意将其定义为“基于长期跟踪与深度思考后的理性确信”。
投资不是“信徒”式的盲目锁仓,而是对产品力的持续追踪。具体到特斯拉,我是在近一年多的时间里,由于完全自动驾... more
欢迎收听雪球出品的财经有深度,雪球,国内领先的集投资交流交易一体的综合财富管理平台,聪明的投资者都在这里。今天分享的内容叫二零二五年终总结与二零二六展望,来自JOEYH零六。中国方面,虽然经济工作会议的结果还没出来,但整体的定调已经比较清晰了:二零二六年的货币政策以及财政政策都会偏向保守,以兜底为主,政府的主要工作落在解决结构性的矛盾上,其中最重要的是科技的进步和税制的改革。
主要以反内卷为基点,去解决地方政府的激励机制问题及其背后的税收分配问题,这会是未来多年的主线。这条路非常难,但却是必须的... more
是不是AI读的…无感情的机器吗
听不了 没人管管吗😅
所有的节目都听不了,没人发现吗?
~
无法播放
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #201 | |
Apple Podcasts | #26 | |
Apple Podcasts | #80 | |
Apple Podcasts | #166 | |
Apple Podcasts | #193 | |
Apple Podcasts | #142 |
Listeners, social reach, demographics and more for this podcast.
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雪球·财经有深度 launched 11 years ago and published 2005 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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