
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 | InvestingBusiness |

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。今天分享的内容叫不聊 A I ,我们还能聊什么?来自躺平指数。最近一个关注很多年的朋友来找我说:“你们这个内容,现在已经变成一个 A I 号了。”
他的意思倒不是说,借助A I功能有什么不好。只是以前在这里还能看到的很多东西,现在慢慢看不到了。
过去很长一段时间,变化够快的选题逻辑不断把我带向A I,这里市场分歧也够大,值得写的公司和问题自然很多。大家都觉得A I好,我也觉得A I好。只是写... 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。今天分享的内容叫生猪产能去化的结构,来自一凡帝诺维奇。猪周期的核心驱动来自供给端的产能波动,而产能去化并非全行业均匀收缩,而是具备高度分层、高度差异化的结构性特征。
市场对猪周期的判断误差,往往来源于简单套用整体产能数据、忽略主体结构差异。从散户的长期刚性出清、中小规模场的持续份额萎缩,到本轮高负债环境下的分层产能调整,再到政策约束下头部集团行为模式的彻底转变,不同养殖主体的产能决策逻辑完全... 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。今天分享的内容叫估值方法的总结,来自浩然斯坦。一、体系定位与选股准入标准
这个估值体系不是一套用通用的估值方法,而是针对成熟优质企业的保守型出价,核心思想是放弃对远期永续增长的乐观假设,以五年可预测经营周期为锚,锁定具备安全边际的买入价格,并以相对宽基指数的超额收益为标尺,形成 “选股 - 买入 - 持有 - 卖出” 的完整决策闭环。
本体系仅适用于同时满足以下全部条件的企业:
商业模式清晰... 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。今天分享的内容叫紫金矿业二零二六半年报透视,来自养叔的猫。二零二六年上半年,紫金矿业交出了一份意料之中的成绩单:
实现营业收入1,941.78亿元,同比增长15.78%;归母净利润391.70亿元,同比增长68.17%;经营活动产生的现金流量净额554.72亿元,同比增长92.41%。
日赚超2亿元的同时,财务结构也发生了质变——资产负债率自2012年以来首次降至50%以下(49.55%),... more
就算是用AI能不能用个好的?读个英文单词总是单个字母读,一直aaaaaaaaaa
语言死板,没感情。匪石呢,人都请不起了🧐
随行(hang)就市
Ai朗读都没有人审核的吗?读音都是错的
是不是AI读的…无感情的机器吗
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #250 | |
Apple Podcasts | #189 | |
Apple Podcasts | #188 | |
Apple Podcasts | #2 | |
Apple Podcasts | #16 | |
Apple Podcasts | #16 |
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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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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