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 | 273 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologyBusiness |
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今天分享的是 Goldman Sachs 于 2025 年 11 月 20 日发布的研报：
《AMERICAS TECHNOLOGY: INTERNETQ32025 EPS Review: Where to from Here?》报告共50页
报告回顾了美股互联网与互动娱乐板块在 Q3 财报季的主要趋势，并对 2026 年的关键变量进行了梳理。
我们每期节目的英文原文件，都会在知识星球《左兜进右兜 / 美股研报》中分享。感兴趣的朋友，欢迎加入查阅英文原文。
本期内容：
主播
左兜儿 more
2025年即将收官，全球市场在宏观叙事的动荡中度过。展望2026年，摩根士丹利（Morgan Stanley）在最新发布的年度重磅报告《2026 Global Strategy Outlook: The Year of Risk Reboot》中给出了极其乐观的定调：风险资产将在2026年迎来强劲表现。研报英文原文共91页。
研报日期：2025年11月16日
发布机构：Morgan Stanley Research
研报标题：The Year of Risk Reboot
核心结论：2026 ... more
本周的波动率确实偏高。英伟达财报在周三公布后，周四的上涨与下跌呈现出极强的震荡幅度。究其原因，我认为主要是年底的利润兑现期叠加市场流动性偏弱所致，周四盘面上还能看到英伟达出现一定程度的 Gamma Squeeze。
如果我们把下跌简单归因于AI 是泡沫，其实解释不通——黄金和比特币同时下跌并不符合这个逻辑。尤其是比特币，最低一度回到 8.2 万美元附近，但随后又迅速反弹到约 8.6 万美元，暗示下周一整体流动性可能边际改善。
本轮流动性紧张，更大程度上来自美联储的最新表态、年底的兑现卖盘，而... more
本期我们聚焦BCA Research的一份特别报告，探讨当“资本支出繁荣（Capex Boom）”转向萧条时的历史规律。虽然AI带来了真实的生产力提升，但历史数据显示，股价往往在实际投资下降之前就会见顶 。我们详细拆解了当前AI市场的五大危险信号：
• 技术采用率误判： 企业AI采用率已趋于平稳 。
• 通缩陷阱： 算力成本和代币价格呈断崖式下跌，严重挤压盈利预期 。
• 债务隐忧： 甲骨文等巨头债务激增，高杠杆成为新常态 。
• 逃顶信号： 关注资本支出预估修正与GPU租赁成... 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
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