
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。今天分享的内容叫简聊中国移动,来自终身黑白。
在正文开始前,首先说一个声明:这个阶段无论企业还是ETF,大多估值都不如前两年的绝对低估了,如果有新买入一定要有计划。一定要更谨慎。当下聊企业、聊ETF,更多是我们认知库的储备,并不代表马上要去买,我聊企业也并不是看好才聊。有时候看了很多家,可能才会有一两家满意,但是看过的企业,我大多都会整理一下发出来。
很多朋友的情绪容易受过去一段时间的规律影... 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。今天分享的内容叫银行业二零二六年展望,来自ice_招行谷子地。
二零二五年已经过去,二零二六年银行业的基本面会有什么变化?不同子类的发展如何?投资前景如何?我相信很多人都会对这些问题关注。今天,就花点时间给大家分析一下。
宏观经济稳定,物价指数有望回暖由于银行的基本面受到宏观经济和货币政策的影响。所以,分析银行业的基本面首先要对宏观经济有个大概的把控。经过前面连续几年的主动刺破泡沫,拆解各种... 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。今天分享的内容叫伊利股份股权激励梳理,来自德加圣手。
先说说我的梳理过程和思考吧,主要是听到一些说法实在是有点看不下去,比如说潘总这么有钱,每年分红到手三个多亿,怎么就不能用自己的钱去还钱呢,为啥就非要卖股票去还,是不是就是对伊利不看好了。股票质押融资,是不需要付利息的么?我觉得这都已经脱离最基本的财务思维了吧。不过对我来说,说实话我之前也没怎么太关注过潘总股权质押的情况,因为觉得这个不是很... 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。今天分享的内容叫继续加码淘宝闪购,阿里到底看到了什么,来自雨枫。
据我观察,在这个世界上,最恨淘宝闪购的,主要是两种人。第一种,是美团和它的股东们——这个很容易理解,毕竟两家是你死我活的竞争对手,战争打到现在这份儿上,彼此之间任何的文明用语都属于虚伪的客套。第二种,则是为数众多的阿里散户。这里面还分成两派,第一派,是对美团的竞争力表达敬畏的,通俗点说就是:“收手吧蒋凡,我们斗不过王兴的!”另... 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 | #235 | |
Apple Podcasts | #115 | |
Apple Podcasts | #76 | |
Apple Podcasts | #127 | |
Apple Podcasts | #231 | |
Apple Podcasts | #114 |
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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