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 | 350 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessTechnology |
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二零二六年开年，美股风格分化明显，华尔街开始高频讨论一个关键词——Rotation，轮动。
美国银行发布重磅报告，提出“全球资产大轮动”已开启，并点出三大结构性变化：大盘成长向小型价值切换、AI叙事从“惊叹”转向“成本反思”、日元成为全球流动性风向标。
但美银并非唯一声音。摩根士丹利强调盈利扩散，高盛坚持科技盈利韧性，BlackRock则从全球配置角度解读资金再平衡。
这期节目，我们把多家主流机构的观点放在同一张桌子上，拆解分歧，梳理逻辑，讨论一个核心问题——
这是一场阶段性再平衡，还是... more
本期节目，我们从周四市场的恐慌下跌出发，梳理两条主流市场叙事。
一条是“AI恐慌交易”的扩散——从物流板块到科技巨头，从思科暴跌到资金避险流入债市，多家机构分析师对当前“先卖后问”的情绪进行了判断与解读。
另一条是市场对即将公布的CPI数据的预期分歧——通胀是否仍将成为风险变量，还是影响力正在边际下降？
在梳理完主流观点之后，我也分享了在 Discord 会员群里的技术分析框架：纳指半年线的二次测试、缩量反弹的结构问题，以及技术与宏观数据可能形成的共振位置。
技术给出位置，情绪提供放大器... more
本期节目，我们围绕 UBS 于 2026 年 2 月 10 日发布的最新科技行业研报展开讨论。
在 AI 投资持续高强度推进的背景下，UBS 将美国信息科技行业评级从 “Attractive” 下调至 “Neutral”。这一调整并非简单看空，而是对当前 AI 资本开支节奏、软件行业竞争格局以及科技硬件估值水平的一次阶段性再评估。
节目中，我们重点讨论三个问题：
AI 基础设施投资是否已进入“高烧阶段”？
Anthropic 等新一代模型工具是否会重塑 SaaS 行业的商业模式？
在剧烈波... more
2026年2月9日，摩根大通发布了一份中国人工智能行业深度研究报告。
在这份报告中，他们明确提出：中国 AI 行业正在从“百模大战”，进入真正的淘汰赛阶段。
本期播客，我们不讨论短期行情，也不做公司推荐，而是围绕这份报告，拆解三个更长期的问题：
中国 AI 行业的竞争逻辑，到底发生了什么变化？
未来十年，哪些能力决定一家 AI 公司能否“留在牌桌上”？
为什么摩根大通会在这一阶段，首次覆盖智谱和 MiniMax？
你将听到的，是一份偏机构视角的解读：
关于模型能力、商业化路径、全球化布局，以... more
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左兜进右兜 launched 2 years ago and published 350 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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