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 | 311 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessTechnology |
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AI 投资是不是已经接近拐点了？
在这一期节目中，我们不从情绪、不从估值高低出发，而是借助高盛 GS SUSTAIN 于 2026 年 1 月发布的一份研究报告，用一个更“结构化”的方式，重新审视 AI 所处的投资周期。
高盛将当下的 AI 创新，与 2003–2020 年的美国页岩革命进行对照，拆解出技术创新从「验证阶段」走向「执行阶段」之前，真正会出现的三个硬约束信号：
供需结构、财务灵活性，以及企业资本回报率。
基于这一框架，本期节目将重点讨论：
AI 是否真的已经进入“算账阶段”？... more
这一期节目，我们不只复盘市场，而是从一个更基础的问题出发，重新思考 AI 的下一步会走向哪里。
从史蒂夫·乔布斯推动图形界面的历史出发，我们讨论一个常被忽略的视角：如果图形界面曾经彻底改变了人类使用计算机的方式，那么以文字为核心的大模型，会不会也只是 AI 演进过程中的一个阶段？
在此基础上，我们进一步拆解从“文字处理”走向“图形与多模态理解”过程中，当前技术真正缺失的关键环节。
随后，节目回到本周的美国宏观数据。短期失业救济数据看似改善，但招聘疲软、失业率高企的长期趋势并未改变。表面韧性... more
2025 年已经结束，这一期节目，对我的模型交易做一次完整的年度回顾。
把全年放在一起，从结果、错误、结构和系统变化几个角度，系统梳理这一年的真实情况。
本期节目主要内容包括：
• 2025 年主要美股指数的表现对比
• 我的模型在 2025 年的整体收益情况
• 对全年最大一次错误交易（UVIX）的复盘与反思
• 正股与杠杆品种在模型中的边界问题
• 全年收益贡献结构与核心标的回顾
• 模型系统在 2025 年的更新与调整
• 对 2026 年交易节奏的基本判... more
我们每天都在讨论 AI、算力、GPU 和模型参数，但有一个更底层的问题，正在被越来越多的人忽略——
如果没有电，这一切其实都无法运转。
本期节目，基于 SemiAnalysis 于 2025 年 12 月发布的一份深度研究报告《How AI Labs Are Solving the Power Crisis》，系统讨论一个正在发生、但尚未被充分定价的变化：
AI 正在把电力系统，从“长期效率优先”，推向“速度优先”。
我们会聊到：
• 为什么电网并没有“崩溃”，却已经跟不上 AI 的扩... more
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Apple Podcasts | #187 |  Hong Kong/Business |
Apple Podcasts | #223 | China/Business |
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Listeners, social reach, demographics and more for this podcast.
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