围炉财经
围炉编辑部《围炉财经》是北京广播电视台财经频道-BRTV天下财经旗下新媒体端直播节目，您可以在 视频号&抖音 平台关注 @天下财经投资者，收看每个交易日18:30准时开播的《围炉财经》直播。我们也会在直播结束后，第一时间将节目音频发布到各大音频平台，并将节目内容&主要观点梳理为思维导图、发布在同名公众号 @天下财经投资者 中。
| Publishes | Daily | Episodes | 48 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Categories | InvestingBusinessNewsBusiness News | ||
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Latest Episodes
本期节目聚焦2025年末A股市场关键转折期，特邀市场策略专家高乐与资深投资顾问刘洪明深度对话。高乐从政策工具箱、资金面与产业周期三重视角，拆解春季躁动行情的启动信号与潜力赛道；刘洪明针对指数破位走势，详解短线风险释放特征与中线布局"黄金坑"机会。节目实时解读投资者情绪指标，提供"恐慌期仓位管理+逆向布局"实操建议，为年末收官与明年开局提供全景式策略指引。
本期围炉好友：- 高乐：中国银河财富星首席投资顾问- 刘洪明：私募投资人
内容提要：
00:01:06 市场现状与核心问题
00:01:55 ... more
本期节目邀请刘彧、段云通两位嘉宾，围绕当前市场调整展开深度分析，精准预判关键点位并详解"蚂蚁搬家"策略实操要点。同时聚焦商业航天板块，从政策红利、技术突破到产业链机会全面梳理投资逻辑，解析市场两大核心矛盾、消费板块现状分析，为投资者提供震荡市中的布局思路与风险提示。
本期围炉好友：- 中泰证券北京分公司投资顾问：刘彧- 中泰证券北京分公司投资顾问：段云通
内容提要：00:01:08 节目开场与市场情绪观察
00:05:48 刘老师：市场调整分析、点位预判与"蚂蚁搬家"策略
00:13:24 段云... more
当前市场震荡加剧，上证指数或走ABC调整结构，光模块板块对创业板指数影响显著。马老师建议5-6成仓位持有核心标的，1成仓位做日内差价，高位趋势股沿5日线持有，低位滞涨股等待轮动机会。罗老师提出目标止盈法和趋势跟随法两种纪律，强调严守交易规则的重要性。直播重点解析机构票四大识别标准：100亿以上市值、机构股东占比高、契合产业趋势、行业龙头地位，并提示液冷、PCB材料等潜在布局方向，同时警示AI软件板块"A字杀"风险，建议采取追涨不抄底策略。
本期围炉好友：- 资深投资人：马安强
- 资深投资顾问：... more
2025年A股跨年行情进入关键窗口，本期播客解析市场周期定位，拆解上证指数、北交所、创业板三大指数分化的资金逻辑。独家分享"估值安全垫+政策催化"分步建仓法，详解北交所专精特新企业筛选标准及创业板科技股左侧布局时机，结合宏观数据与机构持仓变化，为投资者提供从短期波段到中长期配置的全维度策略参考。
本期围炉好友：- 信达证券总部投资顾问：陈阳凡- 信达证券总部投资顾问：杨成明
内容提要：00:05:09 大盘技术分析与当前操作策略
00:12:06 沪指与深指分化下的技术解构与春季行情展望
00... more
本期直播聚焦2025年末A股市场：缩量分化探底回升，估值高位下增量资金存疑，关键看业绩与资金持续性。解析美联储议息、国内会议影响，建议规避外围不确定性，聚焦券商等内循环确定性方向；探讨年底防御策略、“躁动”定义及科技股结构分化，看好国产替代、固态电池等主线，强调风险控制与分散配置，最后梳理2025年红利类资产机会。
本期围炉好友：- 私募投资人：才典- 中国银河证券安贞门营业部投资顾问：邹烨
内容提要：00:07:08 行情阶段判断00:22:58 市场体感：初现春意，但有倒春寒风险00:33:... more
本期节目聚焦当前金融市场结构性行情，分析市场底部特征与春季行情启动窗口，解读机构资金在成交量萎缩环境下对"业绩确定性"与"产业趋势确定性"的双重追逐。深入探讨AI硬件估值逻辑、算力硬件细分轮动策略，以及机构布局的四大核心赛道（美国缺电、中国缺芯、全球缺存储、AI算力）。同时分享创新药、商业航天等潜力板块的投资逻辑与实操建议，为投资者提供穿越市场波动的确定性方向。
本期围炉好友：- 王志伟：天银财富基金公司投资总监- 曹帆：国泰中兴私募基金管理有限公司私募投资人
内容提要：0:07:37 市场底部... more
本期金融直播聚焦嘉宾马曼然然的投资策略转型：从分散持仓转向集中布局“死不了”的确定性企业，减持创新药与科技股，加仓品牌中药与高端白酒。市场解读为政策驱动下的机构资金入场，形成“大容量抱团”与“小热点抱团”并存格局，看多至4000点。投资哲学强调能力圈与逆向布局，警示追高风险，建议聚焦顶级消费与精神消费赛道。
本期围炉好友：- 私募投资人：马曼然- 中泰证券投资顾问：段云通
内容提要：00:04:00 嘉宾仓位调整：从分散走向集中00:06:05 投资哲学：聚焦“死不了”的确定性企业00:14:0... more
本期直播聚焦当前震荡市下的投资策略，马老师与罗老师围绕市场反弹尾声判断、板块轮动规律及12月选股逻辑展开深度讨论。核心观点包括：控制仓位应对“电风扇行情”，警惕单脚反弹品种风险，换仓至有业绩支撑的产业核心品种；详解“故事”与“催化”的投资逻辑，梳理IDC产业大会等12月关键事件日历；并提供半导体设备、机器人等底部板块的潜伏策略，教你用时间换空间，在反人性操作中实现稳健收益。
本期围炉好友：- 马安强 资深投资人- 罗皓章 和讯信息科技有限公司投资顾问
内容提要：00:05:45 市场表现：指数暴... more
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Apple Podcasts | #250 |  Netherlands/News/Business News |
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