链接各行业最强大脑。关心科技，AI，品牌，新商业 。
进击的沈帅波 ｜未来商业，出海与生活
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146 episodes
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Podcast Overview
链接各行业最强大脑。关心科技，AI，品牌，新商业 。
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Publishing Since
11/4/2022
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Recent Episodes
June 10, 2026
Vol.123 史上最大IPO来袭！深度拆解SpaceX核心业务&估值逻辑
<img src="https://image.xyzcdn.net/FhW6DqLaTjZPqfPFiGTaZAm-hTv1.png"><p>最近资本市场的最新大瓜，莫过于后天6月12日的SpaceX的上市了。以至于这两天有个段子说，人的一生只有3万天，但是马斯克有1万亿。SpaceX一旦上市，将会成为人类有史以来最大的IPO。这么多年SpaceX好像是个商业公司，但又好像离人类普遍意义的商业很遥远。在我的眼里他已经成为了一种顶级的人类与太空世界链接，以及与幻想世界和未来世界挂钩的独特的公司。所以它到底是一个纯资本炒作，还是一个真正具有真实意义商业价值的公司？带着这个问题，我们邀请到了<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/podcast/67f40c212ac4d88190caa56a">【苔藓之火】</a>的主理人Raymond一起来拆解这场史诗级IPO中的业务价值、估值逻辑、暗藏风险和未来影响。</p><p><strong>免责声明：</strong>本播客所述投资相关内容皆以交流分享为目的，仅供参考，不构成任何市场预测、判断，或投资、咨询建议。市场有风险，投资需谨慎。主持人及嘉宾对投资相关内容的准确性、可靠性、时效性及完整性不作任何明示或暗示的保证，并提醒您对相关内容请结合自身情况进行独立评估，依据或使用相关内容所造成的后果由您独自承担。</p><img src="https://image.xyzcdn.net/Fi2qQN8jZ1IDbHwdn64XGDqOYylQ.png"><img src="https://image.xyzcdn.net/Fmyi50FsnD-IMTUtV7y3Hih55srH.jpg"><img src="https://image.xyzcdn.net/FqGmUvCDmgVa17oe7Z0qZk19W-p4.png"><img src="https://image.xyzcdn.net/Fhj5HTAp8MPuaqgCqGiK0W-2jP8r.png"><p><a class="timestamp">05:08</a> 拆解三大业务板块：SpaceX早已不是单纯的“火箭公司”</p><p><a class="timestamp">09:56</a> 传统估值完全失效，全靠 “梦想 + 溢价”</p><p><a class="timestamp">12:55</a> 核心观察指标：AI 才是股价波动关键</p><p><a class="timestamp">16:09</a> AI业务细节 & 上市底层原因</p><p><a class="timestamp">17:55</a> 机构吵翻天，散户为爱 “冲火星”</p><p><a class="timestamp">23:03</a> 合并业务的小心思 & IPO 走势预判</p><p><a class="timestamp">25:59</a> 深度解读马斯克死磕 AI 的底层逻辑</p><p><a class="timestamp">32:02</a> 最大隐性风险：绝对控制权 + 单一人物依赖</p><p><a class="timestamp">34:58</a> 为什么当下市场炒作情绪远低于 2021 年</p><p><a class="timestamp">41:51</a> 巨型 IPO 并非见顶信号，两大黑天鹅暗藏危机</p><img src="https://image.xyzcdn.net/FtdQ6rHIPJWNvJA6AJ3dgCQMesh_.png"><img src="https://image.xyzcdn.net/Fve0_MGL6E7dJ4B0AGTqwxIGH5Vl.png"><img src="https://image.xyzcdn.net/FsFy91nzNWRg-tNwhCPr3ooRcjsJ.png"><p></p><br><a href="https://oia.xiaoyuzhoufm.com/player/6a28e5683eedf1f4b26842fb?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
June 1, 2026
Vol.122 股市为何会成财富避风港？如何用价值思维穿越极致行情？
<img src="https://image.xyzcdn.net/FhW6DqLaTjZPqfPFiGTaZAm-hTv1.png"><p>最近几年大家都明显发现，实体经济不好，做生意也越来越难。但是资金反而去往股市、基金、私募里面去跑，把它当成了避风港。而且全球都出现了这个现象。比如说最近说韩国年轻人认为改变命运主要靠炒股：改变命运就两种，要么在海力士工作，要么持有海力士。同样这个现象在中美都出现了。</p><p><a target="_blank" rel="noopener noreferrer nofollow" href="https://www.xiaoyuzhoufm.com/podcast/643cdf1ad3d94ec2ad39ae94">【投资实战派】</a>是一档我经常听的节目。它最大的特点是从纯粹买方视角做价值投资，专注商业研究与实战经验交流会。并且王永庆老师本身也是一个私募基金的管理人，所以他的内容不会单纯的从流量角度来出发。所以我们今天从底层逻辑、资金流向、资金分化选择等等的角度来跟大家讲透为什么今天二级市场成了大家的避风港。同时今年的行情已经走得很极致了，在如此极致的行情是继续参与，还是赶紧跑路？没参与的到底是就不参与了，还是现在就要进？这件事情我们要一起来好好聊一聊。</p><p><strong>免责声明：</strong>本播客所述投资相关内容皆以交流分享为目的，仅供参考，不构成任何市场预测、判断，或投资、咨询建议。市场有风险，投资需谨慎。主持人及嘉宾对投资相关内容的准确性、可靠性、时效性及完整性不作任何明示或暗示的保证，并提醒您对相关内容请结合自身情况进行独立评估，依据或使用相关内容所造成的后果由您独自承担。</p><img src="https://image.xyzcdn.net/Fi2qQN8jZ1IDbHwdn64XGDqOYylQ.png"><img src="https://image.xyzcdn.net/FmxBIVuxIoZ45yH5YWxbOPompz0c.jpg"><img src="https://image.xyzcdn.net/FqGmUvCDmgVa17oe7Z0qZk19W-p4.png"><img src="https://image.xyzcdn.net/Fhj5HTAp8MPuaqgCqGiK0W-2jP8r.png"><h2><a class="timestamp">02:39</a> 茅台、宁德、英伟达轮流当“价值神”，到底啥是真价值投资？</h2><h2><a class="timestamp">08:07</a> 能力圈玄学：认识公司10年≠懂它，你以为懂，其实全是错觉！</h2><h2><a class="timestamp">12:44</a> 恒生科技基本面没坏，为啥跌成狗？</h2><p><a class="timestamp">16:40</a> 2026年两极分化，AI存储暴涨，白酒医药跌成熊市</p><p><a class="timestamp">21:11</a> 先分资金属性，再谈买股票</p><p><a class="timestamp">26:19</a> 美股连涨17年，AI暴涨，泡沫要破？</p><h2><a class="timestamp">30:59</a> 波段or长期：别纠结！看公司属性定策略</h2><h2><a class="timestamp">36:34</a> 牛市走完了？AI风险预警：小心负循环崩盘</h2><p><a class="timestamp">39:43</a> 中国股市长期资金少、企业周期短、内卷严重、创新难持续，难出长期牛股</p><h2><a class="timestamp">44:49</a> 红利低波翻车：曾经香饽饽，现在没人要！</h2><p><a class="timestamp">53:28</a> 100万赚15万难，1亿赚1500万易</p><p><a class="timestamp">01:07:46</a> 做生意的人别炒自己行业！单点信息≠全局判断</p><p><a class="timestamp">01:14:58</a> 大头保本+小仓位进攻+少量量化，均衡配置，不求暴富</p><img src="https://image.xyzcdn.net/FtdQ6rHIPJWNvJA6AJ3dgCQMesh_.png"><img src="https://image.xyzcdn.net/Fve0_MGL6E7dJ4B0AGTqwxIGH5Vl.png"><img src="https://image.xyzcdn.net/FsFy91nzNWRg-tNwhCPr3ooRcjsJ.png"><p></p><br><a href="https://oia.xiaoyuzhoufm.com/player/6a1d562aac7bdb080c343684?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
May 19, 2026
Vol.121 当AI能做游戏后，游戏圈会有什么新机遇？国内外游戏的赚钱逻辑差在哪里？
<figure><img src="https://image.xyzcdn.net/FhW6DqLaTjZPqfPFiGTaZAm-hTv1.png"></figure><p>2024年游戏科学的《黑神话：悟空》不仅让国内外的玩家和游戏厂商看到了中国游戏制作的顶尖水准，也点燃了行业对精品游戏的期待，但这份高光背后，国内游戏制作行业也不得不面临一个非常现实问题：大厂难逃创新同质化、买量成本居高不下的难题；中小工作室和独立开发者又被高研发成本、长开发周期、专业人力缺口困住手脚，想做出好游戏却步履维艰。</p><p>作为一个游戏爱好者，我也不禁产生了一个疑问：在AI技术不断爆发的今天，AI能否成为破局的关键力量？</p><p>所以，今天我们邀请到了一位在游戏行业非常资深的专家，他深耕游戏行业15年，不仅是资深的游戏制作人，更是数值规范（seer）制定者，主导打造了恺英形意大模型、AI动画编辑器等核心工具。</p><p>他就是极逸SOON的创始人谭凯。</p><p>这一期播客，我和谭老师将和聊聊AI如何重构游戏开发全流程，拆解极逸SOON一站式AI游戏生成平台的技术突破，探讨AI为游戏行业带来的新机遇，解锁全民共创游戏生态的更多可能。</p><figure><img src="https://image.xyzcdn.net/Fi2qQN8jZ1IDbHwdn64XGDqOYylQ.png"></figure><figure><img src="https://image.xyzcdn.net/Fi0XF1J5idFaPrGrXr_-wgfIxnXB.jpg"></figure><figure><img src="https://image.xyzcdn.net/FqGmUvCDmgVa17oe7Z0qZk19W-p4.png"></figure><figure><img src="https://image.xyzcdn.net/Fhj5HTAp8MPuaqgCqGiK0W-2jP8r.png"></figure><p>⏰<a class="timestamp">05:08</a> 游戏制作黑科技来了？传段视频就能生成游戏？</p><p>⏰<a class="timestamp">07:23</a> 中外游戏差异：为爱发电vs为钱打工</p><p>⏰<a class="timestamp">11:11</a> 将来的游戏开发者不需要会编程、美术、数值，但必须懂游戏、有想法、有创意。</p><p>⏰<a class="timestamp">13:01</a> AI能拯救3A游戏的天价成本吗？</p><p>⏰<a class="timestamp">15:02</a> AI来了，游戏行业也会大裁员？</p><p>⏰<a class="timestamp">16:11</a> AI会先生产更多垃圾，但好内容终将浮现</p><p>⏰<a class="timestamp">31:19</a> 为什么国人宁愿在垃圾游戏里一次次充值648，也不愿花300块买3A？</p><p>⏰<a class="timestamp">39:00</a> 美国在搞“学院派”，我们在搞“行业派”</p><p>⏰<a class="timestamp">49:19</a> 未来已来，“一人军团”将成为现实</p><p>⏰<a class="timestamp">52:47</a> 靠补贴和噱头撑起的繁荣是泡沫，能踏实创造商业价值的AI才有未来。</p><figure><img src="https://image.xyzcdn.net/FtdQ6rHIPJWNvJA6AJ3dgCQMesh_.png"></figure><figure><img src="https://image.xyzcdn.net/Fve0_MGL6E7dJ4B0AGTqwxIGH5Vl.png"></figure><figure><img src="https://image.xyzcdn.net/FsFy91nzNWRg-tNwhCPr3ooRcjsJ.png"></figure><p></p>
146 total episodes available
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