股市三点收盘,我们三点下班。
这是一档有趣又有料的投资陪伴型播客,每期围绕着股市和股民生活随便聊聊。

by 李永浩,星辰
股市三点收盘,我们三点下班。 这是一档有趣又有料的投资陪伴型播客,每期围绕着股市和股民生活随便聊聊。
Language
🇨🇳
Publishing Since
6/30/2022
Pitch yourself as a guest, propose sponsorships, or reach out directly to the host.

June 26, 2026
Host [Host Name] interviews [Guest Name] about whether valuation or narrative drives investment success in a rapidly diverging market.

May 18, 2026
Hosts Xingchen and Hao Ge debate the merits of "All In" investment strategies in consumer stocks versus AI, sharing their contrasting viewpoints and risk assessments in this interview.

April 25, 2026
<h3>最近一篇《研究不创造价值》,一石激起千层浪——消费研究员被踩,基金经理被反讽。</h3><p><strong>研究到底还有没有不可替代的价值?AI 替代研究员到了哪一层?以及——如果我们普通散户既没有核心圈饭局,也没有研究资源,到底应该怎么"抄作业"才不踩坑?</strong></p><h3>本期提到的资源</h3><ul> <li>宝哥的文章:《<a href="https://mp.weixin.qq.com/s/MZNvYvi_CF2bQTPiwNSeHg">研究不创造价值</a>》</li> <li>播客《<a href="https://www.xiaoyuzhoufm.com/podcast/66ed1e69dbf9bb012f843e39">大方谈钱</a>》——华夏新起点石云凯那期:《<a href="https://www.xiaoyuzhoufm.com/episode/69d0f573b977fb2c471822b9?s=eyJ1IjogIjYyYWQ3ZjZmZWRjZTY3MTA0YTdmM2MzYiJ9">锂矿股集体爆发,从库存见底到 20 万吨,行情能走多远?</a>》</li></ul><h3>时间轴</h3><p>00:00 开场 / 宝哥那篇《研究不创造价值》引发的争议</p><p>05:54 AI 替代研究员的三层框架:信息收集 / 框架分析 / 判断</p><p>11:46 地产 CEO 灵魂拷问:能靠自己投资活下去的,请举手</p><p>16:23 圈层牛 / 核心圈饭局——普通散户怎么办?</p><p>17:37 第二部分:怎么优雅地"抄作业"</p><p>22:37 跟踪药神 → 交叉验证 → 播客系统学习</p><p>27:00 抄动作 vs 抄动机:学霸抄作业的隐喻</p><p>30:04 浩哥血泪史:朋友互相推票的四步审视法</p><p>40:42 避雷指南:产业人士的灯下黑 + 三类要警惕的大V</p><p>48:38 行动清单 + 星辰的现成示范</p><h3><br></h3><h3>评论区互动</h3><p>这期我们留了两个开放性议题,欢迎你来共创案例集:</p><ol> <li>**你怎么看研究员的价值?**AI 时代你认为研究员还有哪些不可替代的能力?</li> <li><strong>晒一晒你的"作业对象"</strong>:你长期追踪的人是谁?踩过哪些抄作业的坑?</li></ol><blockquote>唯一的请求:别写浩哥和星辰的名字,会很尴尬,谢谢配合 🙏</blockquote><h3><br></h3><h3>免责声明</h3><p>本期节目内容仅代表两位主播个人观点,不代表任何所在机构或合作方立场,也<strong>不构成任何投资建议或买卖推荐</strong>。</p><p>节目中提及的任何公司、股票、基金、产业方向、大V观点及"抄作业"对象,均为聊天讨论与案例分享,不应被视为操作指引。两位主播及节目嘉宾<strong>可能持有或在未来买卖节目中提及的相关标的</strong>,相关持仓与观点也可能随时发生变化而不再另行告知。</p><p>股市有风险,投资需谨慎。<strong>抄作业不能替代你自己的研究、判断与风控</strong>——你最终需要为自己每一笔交易承担全部盈亏责任。请结合自身的资金规模、风险承受能力与投资目标做出独立决策,必要时请咨询持牌的专业投资顾问。</p><p>祝大家都能在自己的能力圈里,慢慢变富。</p>
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股市三点收盘,我们三点下班。
这是一档有趣又有料的投资陪伴型播客,每期围绕着股市和股民生活随便聊聊。
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