雪球·财经有深度
雪球精选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 |  ZH-CN | Number of Listeners | Categories | InvestingBusiness |
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Latest Episodes
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。今天分享的内容叫为什么宁德时代A股比H股大幅折价，来自Adrian666。
港股是全球著名估值洼地，但凡有点经验的投资者，都知道绝大部分A H两地上市的公司，A股价格相对于H股明显溢价，且相当一部分溢价十分夸张，不乏A股溢价大几十个点甚至百分百以上；总结原因时，我们会听到税收因素、流动性溢价等等。但是，这其中有个非常反常的异类就是宁德时代，截止3月17日中午收盘，宁德时代H股相对于A股溢价4... 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。今天分享的内容叫贵州茅台未来增速及当下合理定价的思考，来自浩然斯坦。
投资的本质，是赚三笔钱：估值抬升的钱、净利润增长的钱、股息分红的钱。这三笔钱，共同构成了长期投资的收益闭环，只是在不同周期里，三者的贡献占比截然不同——有的时候，情绪主导；有的时候，价值主导。
二零一四年五月，茅台的估值跌到了10倍市盈率的低点，彼时它的净利润刚从二零一三年的151亿元，温和增长到 二零一四年的154亿元，... 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。今天分享的内容叫长期退休股逻辑，来自韭菲特漂流记。
我最近也在梳理退休逻辑。就是逻辑可以到3到5年躺平的那种。
退休票我想到的大框架有两条。
第一是有极致的护城河、稀缺性。别人想卷都卷不了。
比如金银矿，哪怕别人再眼红，但他没有矿，他无能为力。比如苹果生态链。别人都很难对它形成冲击。
第二是极强的供应链。别人想卷，但发现卷不过，所以放弃了去卷它。
国内的电解铝行业就是一个案例，有极低的电价、... 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。今天分享的内容叫为什么无风险利率不断下行，但茅台的估值却不断走低？来自浩然斯坦。
过去几年国内无风险利率一直往下走，按经典估值模型的逻辑，茅台这种底子极厚、商业模式近乎完美的公司，估值本该跟着往上抬才对。但实际情况是，其市盈率从当年 73 倍的成长股溢价，跌到了如今 19 倍的公用事业估值中枢，这个反差非常强烈。
是不是茅台的商业模式不行了？答案肯定不是。酒还是那瓶酒，茅台的品牌壁垒依旧是独... more
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Reviews
- 有点无语
Ai朗读都没有人审核的吗？读音都是错的
Apple Podcasts1。。不给好评就一直弹广告，绝了China2 months ago - 人工智能在读？
是不是AI读的…无感情的机器吗
Apple Podcasts2茶树绿枝China3 months ago - 听不了
听不了 没人管管吗😅
Apple Podcasts1BnjnsinsjjsChina4 months ago - 听不了啊
所有的节目都听不了，没人发现吗？
Apple Podcasts1GsjxkxuvChina4 months ago - 无法播放
～
Apple Podcasts2avafifiChina4 months ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #186 |  United States/Business/Investing |
Apple Podcasts | #150 |  Italy/Business/Investing |
Apple Podcasts | #173 |  Germany/Business/Investing |
Apple Podcasts | #158 | China/Top Podcasts |
Apple Podcasts | #244 |  Hong Kong/Top Podcasts |
Apple Podcasts | #6 | China/Business/Investing |
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 | ||||
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How many episodes of 雪球·财经有深度 are there?
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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