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 | 1005 | Founded | 10 years ago |
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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。今天分享的内容叫巨头之争:互联网与硬科技,谁更值得押注?来自思想钢印9999。谁更抗周期?谁更值得长期持有?第一:机器人VS AI节后这一波行情,虽然全民AI,但从投资体验看,机器人行情的强度高于AI,而港股行情基本上是AI板块的互联网企业为主,这个差异恰恰说明,当前A股行情的题材属性强于产业趋势的属性,游资更愿意选择机器人板块,主要还是从筹码结构考虑——机器人板块这一波挖出来的标的都是汽配... 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。今天分享的内容叫拆解蜜雪冰城供应链:1元成本支撑起全球最大的餐饮生意,来自第三只眼看零售。截至2024年年底,蜜雪冰城门店数量达到了4.6万家,成为全球连锁餐饮中排名第一的品牌,并与其他企业拉开了差距。同期,麦当劳、星巴克的门店数量约为4.3万家和4万家。2015年,蜜雪冰城才走出了河南省。但现在其门店已经覆盖了全国从一线到县镇的各级市场,同时布局了海外11个国家及500多个城市,海外的门店... 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。今天分享的内容叫使我衣袖三年香:重新审视海控弱周期化的判断,来自苗乡侗寨多姿多彩。回看了一下记录,全仓海控后自2021年8月份以来已连续43个月持有海控不变,距21年第一次买入海控马上整整4年了。当时决定买入并重仓继而全仓海控,是基于对海控弱周期化的判断和极低的估值。当时的我从七个方面进行论述判断,今天来看看这几个方向是否正确吧:1、造船。这几年船公司一直在造船,市场也一直在炒作运力过剩,一... 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。今天分享的内容叫腾讯的护城河究竟有多宽?来自裂变。
有这样一类顶级的生意护城河,它能随着时间的推移自然地自我加强,时间越久,护城河自发变得越强大,生意的竞争力越强!这样的护城河无疑是最顶级的!护城河能够自动加强的底层关键逻辑有以下几方面:正向反馈循环:用户、数据、规模增长直接提升竞争力。边际成本递减:规模扩大后,新增用户的成本趋近于零。生态绑定:用户、开发者、供应商形成共生关系,难以脱离。心... more
念稿无感情,无情绪
念稿没感情,应该是ai吧?
吗?
失望
这个AI 听起来真的很难受!!!
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #167 | |
Apple Podcasts | #107 | |
Apple Podcasts | #202 | |
Apple Podcasts | #165 | |
Apple Podcasts | #202 | |
Apple Podcasts | #209 |
Listeners, social reach, demographics and more for this podcast.
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雪球·财经有深度 launched 10 years ago and published 1005 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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