左兜进右兜
右兜聚焦美股市场：研报解读、技术分析、交易逻辑。 不追热点，只讲有价值的思考。 经历过辉煌与低谷，如今更懂得如何在市场中寻找确定性。
| Publishes | Daily | Episodes | 255 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologyBusiness |
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本周宏观复盘主要内容：
• 美股市场回顾
• 美国宏观数据及重点事件
• 本周个股财报概况
【市场回顾】
近5交易日，纳斯达克指数涨幅2.24%，标普500涨幅0.71%，道琼斯指数涨幅0.75%，罗素2000指数涨幅-1.36%，费城半导体指数涨幅3.61%。
本期内容：
主播
左兜儿
幕后制作
右兜
如需获得更多及时研报、英文原文，欢迎加入我的星球研报圈子《左兜进右兜/美股研报》
量化模型交易信号，模型交易实时日志，欢迎加入的的Discord社区，微信咨询：R... more
大家好，我是右兜。
这是一次声音实验，也是一场投资教育的公益尝试。
一直以来，我都希望能做一些真正帮助投资者的内容。关注我比较久的朋友知道，我一直强调——控制杠杆。在我的量化模型交易圈子里，第一条规则就是：拒绝纯期权交易者进入。
因为我自己也经历过破产，我清楚那种在财务与心理上的双重痛苦。正因如此，我希望通过这个系列，为那些有相似经历、或仍在思想泥潭中挣扎的交易员们，提供一点心理上的安慰和理性的指引。
我知道，大多数人并不爱听那些“明知道正确，却又不愿面对”的道理。但无论你是在冲动、焦虑... more
今天分享的是一份来自 美国银行（BofA Securities） 的最新报告，
标题是《Gold: Overbought but Underinvested》，发布时间是 2025年10月28日。
这份报告出自美银《Global Metals Weekly》系列，由大宗商品策略师 Michael Widmer 团队撰写。
本期内容：
主播
左兜儿
幕后制作
右兜
如需获得更多及时研报、英文原文，欢迎加入我的星球研报圈子《左兜进右兜/美股研报》
量化模型交易信号，模型交易实时日志，... more
今天分享的是一份来自 Alpine Macro 与 Oxford Economics 在纽约联合举办的全球策略会议（2025年10月） 的核心观点。英文原文191页。
这份研报涵盖了会议议程以及多位经济学家和策略师的演示文稿，重点讨论了 美国经济前景、人工智能（AI）热潮 的影响、全球股票和固定收益策略，以及 地缘政治 和 美元 的未来走势。主要分析包括对美国经济放缓但非衰退的预测、AI 对数据中心和能源需求的推动，以及在持续的财政扩张和反全球化背景下的 资产配置 建议。
本期内容：
主播... more
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Apple Podcasts5拿到家Chinaa year 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Chinaa year ago
Chart Rankings
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #141 |  Hong Kong/Business |
Apple Podcasts | #145 | China/Business |
Audience Metrics
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
|---|---|---|---|---|---|
| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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