左兜进右兜
右兜一档拆解华尔街机构研报的中文播客。 每期节目，我们选取高盛、摩根士丹利、摩根大通、美国银行等全球机构的最新研究报告，围绕三个问题展开： 机构在研究什么？ 这些逻辑是否成立？ 普通投资者能从中看到什么信号？ 节目内容主要围绕： AI科技股、全球市场趋势、机构资金逻辑、交易中的真实思考。 不追热点，不贩卖情绪。 只做一件事：把复杂的机构研究，讲清楚。 关于制作方式：本节目由右兜负责选题与观点输出，AI 协助完成翻译、脚本提炼与播客录制，AI 主播小柒担任声音呈现。把 AI 用好，比假装不用 AI 更值得信赖。
| Publishes | Daily | Episodes | 453 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologyBusiness |
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Latest Episodes
📄 本期速览
二零二二年腕表泡沫破裂三年后，二级市场迎来全面回暖：35个瑞士腕表品牌中71%环比上涨，劳力士官方二手项目单季销售1.55亿美元，同比增长74%。但除了Big Three，其他所有品牌仍在零售价下方30%以上交易——这意味着什么？
🎯 报告信息
• 发布机构：摩根士丹利 (Morgan Stanley)
• 发布日期：2026年5月6日
• 英文标题：Swiss Watches: Most metrics on the secondary market improve... more
🎯 本期速览
MSCI全球指数过去12个月涨24.8%，但等权指数只涨19.0%——差距近6个百分点全是少数大票贡献的。更关键的是，过去一年只有34%的股票跑赢指数。这不是普涨，是结构性牛市，普通投资者跑不赢大盘是常态，不是你的问题。
📊 报告信息
发布机构：美银证券（Bank of America Securities）
发布日期：2026年5月4日
英文标题：High Frequency Monitor: Results Rally
报告类型：全球量化策略周报
──────... more
📄 报告信息
发布机构：瑞银（UBS Securities LLC） 发布日期：2026年5月5日 英文标题：Exploring the Impact of Agentic AI on the CPU Market 覆盖标的：ARM（买入，目标价$245，前值$175）/ AMD（买入，目标价$455）/ INTC（中性，目标价$83）
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🎯 背景说明
瑞银Timothy Arcuri团队最新报告将2030年服务器CPU市场TAM从300亿美元上调至1700亿美元——... more
发布机构：高盛、美国银行、摩根大通 发布日期：2026年4月30日 / 2026年5月1日 英文标题：
• Goldman Sachs:《Apple Inc. (AAPL) F2Q26 review: Strong demand with better-than-feared gross margins》
• BofA:《Apple Inc. — Change is in the air; Many positive catalysts ahead; PO to $330》
• JPMor... more
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Apple Podcasts5拿到家China2 years ago - 内容很赞
期待主播带来更好美股研报内容
Apple Podcasts5闪电磁卡China2 years ago
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #169 | China/Business |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Household Income | Social Media Reach | ||||
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左兜进右兜 launched 2 years ago and published 453 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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