新闻每天发生，如果你也跟我一样时常困惑如何在新闻中找到投资研究方向，那么一起来听听本期节目。大佬以芯片产业为例，手把手教你从纲领性政策到细则性文件挖掘投资机会和关键标的。本期播客中的任何内容，仅供参考，不代表任何投资建议与承诺。有任何关于节目的疑问、吐槽、建议和想法，欢迎联系我们：[email protected]；也欢迎关注“小宇宙的马桶时间”公众号给我们留言、私信。节目highlight：00:34 为什么说政策解读是大A投资者必不可少的一门课？02:15 从2015年开始回顾，通过半导体芯片行业来理解我们应该怎么去看政策、学政策。08:00 实操的思路是什么？如何自上而下去理解、体悟？12:18 Q&A：投资时点与政策发布节奏如何匹配？纲领文件给了思路和做作业的方向，细则政策的发布会有更具体的时间表和数字空间，短期影响相关性更大。节目内容文稿直达 《一起学习读新闻找重点》
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