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AI、小登、恒科、持仓集中、国产突破，一场热门话题的干货对谈
前段时间我参加了一场雪球和易方达组织的活动，做了一些分享，也主持了一个对谈。嘉宾有不少干货，非常推荐一听。也欢迎大家关注易方达小伙伴的播客 茶水间经济学本期嘉宾门捷列夫学徒，雪球人气用户，硬科技 / 半导体 / 创新药深度跟踪投资者王浩然，易方达指数研究与发展部科技负责人主持人董指导，《英伟达之道》译者，播客《董指导研究》主理人，曾任远川研究所所长时间戳01:59 🔍投资组合也有年龄：投AI的偏"小登"追求高弹性，但小登里还能再分——有人龙头求胜率，有人黑马博赔率。本质是赔率和胜率的取舍。07:46 🎯半导体自成估值体系：行业整体PE长期维持大几十到上百倍，国产替代逻辑提供了"估值基础"。26-27年业绩翻倍增长，会让高PE快速消化，这也是资金敢往里冲的原因。10:19 🎓国产替代不如国产突破：在成熟赛道替代老大，过程慢且天花板低。从0到1的新赛道才是好机会——就像新能...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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Frequently Asked Questions
How many episodes does 董指导研究 have?
董指导研究 currently has 1 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is 董指导研究 about?
深度研究，才能聊好话题。主播董指导，曾任远川研究所所长，拥有十余年的投研经验。
How often does 董指导研究 release new episodes?
董指导研究 has 1 episodes. Check the episode list to see recent publication dates and frequency.
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Who hosts 董指导研究?
董指导研究 is created and hosted by 董指导.
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