妙喵股事局
岸芃白话聊政策影响，分享公司研报
| Publishes | Daily | Episodes | 126 | Founded | 5 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Leisure |
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本报告以2026年春晚人形机器人集体亮相为切入点，分析中国机器人产业迈入商业化爆发的行业拐点，拆解产业链上中下游投资机会，研判技术、市场等潜在风险，明确2026年量产元年的投资逻辑，给出短中长期投资策略与标的建议，展望万亿级市场发展前景。
蛇年 A 股迎近十年最强生肖年行情，核心指数全线大涨，贵金属与科技制造双轮驱动，869 只个股翻倍。2026 马年作为十五五开局之年，A 股慢牛延续，动力将从估值修复切换至盈利驱动，聚焦科技创新、周期盈利主线，把握企业出海与消费复苏机遇。
本报告解析2026年初爆火的开源AI智能体Clawdbot（后更名Moltbot）的技术革新与A股投资机会，阐述其本地部署、主动执行等核心特性，拆解产业链五大环节，分类梳理24家概念股，分析优刻得等重点标的，并给出短中长期投资策略，同时提示项目、竞争、合规等相关风险。
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Apple Podcasts | #168 |  Hong Kong/Leisure |
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| Listeners per Episode | Gender Skew | Location | |||
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1. 半拿铁 | 商业沉浮录
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妙喵股事局 launched 5 months ago and published 126 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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