妙喵股事局
岸芃白话聊政策影响，分享公司研报
| Publishes | Daily | Episodes | 92 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Category | Leisure |
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Latest Episodes
2025 年 12 月，山东村支书冯玉宽卖农产品小米的视频因小米公司投诉下架，引发舆论风暴。事件初期呈 “大企业欺压小农户” 态势，后冯玉宽道歉，揭示乡村品牌困境与网络舆论特性，为商业规则与乡村振兴平衡提供思考。
美国管制致英伟达退出中国高端 AI 芯片市场，国产 GPU 迎替代窗口。2025 年其市场份额升至 40%，企业分三梯队发展，技术、生态进步显著，但仍存工艺、盈利等挑战。此播客解析行业现状、企业对比及投资策略，助把握硬科技机遇。
泡泡玛特作为中国潮玩龙头，正从 “爆款驱动” 向 “平台化运营” 转型。虽股价回调，但当前估值合理，情绪消费优势稳固、全球化超预期。2025 年业绩亮眼，长期成长逻辑清晰，建议分批建仓，关注 IP 矩阵与海外拓展，把握价值重估机会。
近期恒生科技指数表现强势，12 月 12 日单大涨 1.87%，成交额达 764.67 亿港元。其背后是政策、资金、产业、估值四重底部共振，政策转向创新护航，全球流动性宽松引资金回流，AI 步入业绩兑现期，且估值处全球洼地，当前正是战略配置时点，2026 年有望迎估值修复行情。
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Apple Podcasts | #178 |  Singapore/Leisure |
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| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
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| Household Income | Social Media Reach | ||||
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妙喵股事局 launched 3 months ago and published 92 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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