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 | 524 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologyBusiness |
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📄 本期速览
现代工会宣布，未经工人同意 Atlas 不许上产线。同一份报告里，国家电网一次订走500台人形机器人。摩根士丹利的判断：真正的门槛可能不是技术，是社会许可。
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📊 关于 RightPocket 量化模型系统
RightPocket 是右兜独立运营的美股量化交易模型平台，包含策略模型、盘前交易信号与三级风险预警系统。所有交易记录公开透明。
实盘业绩：right-pocket.com/performance
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📄 本期速览
两边都认定这场 AI 资本开支狂欢终将崩掉。空头的论证一条没被驳倒，辩论还是判给了多头。输赢只差一个字：时间。
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📊 关于 RightPocket 量化模型系统
RightPocket 是右兜独立运营的美股量化交易模型平台，包含策略模型、盘前交易信号与三级风险预警系统。所有交易记录公开透明。
实盘业绩：right-pocket.com/performance
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📄 报告信息
机构：BCA R... more
📄 本期速览
花旗把全球股票按拥挤度切成四格，跑了一遍因子回归。最挤的多头和最挤的空头，超额收益都不显著。显著的只有另外两格：多空对峙为负，无人问津为正。
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📊 关于 RightPocket 量化模型系统
RightPocket 是右兜独立运营的美股量化交易模型平台，包含策略模型、盘前交易信号与三级风险预警系统。所有交易记录公开透明。
实盘业绩：right-pocket.com/performance
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📄... more
📄 本期速览
去年披露48,185个漏洞，补上约7,500个。摩根大通七月号《Eye on the Market》：AI 把找漏洞变成了工业化生产，补漏洞还是136个人的手工业。
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📄 报告信息
机构：J.P. Morgan Asset & Wealth Management（摩根大通资产与财富管理）
作者：Michael Cembalest（市场与投资策略主席）
标题：Eye on the Market — Patchmageddon: The race to pa... more
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Apple Podcasts5拿到家China2 years ago - 内容很赞
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Apple Podcasts5闪电磁卡China2 years ago
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Apple Podcasts | #198 | China/Business |
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| 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 524 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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