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。
| Publishes | Daily | Episodes | 435 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessTechnology |
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【报告信息】发布机构：瑞银、杰富瑞、摩根大通、摩根士丹利、高盛、花旗发布日期：2026年4月16-17日英文标题：Netflix 1Q26 Earnings Review【背景说明】奈飞公布2026年第一季度财报，收入超指引，EPS因华纳并购分手费大超预期，但二季度指引疲软、全年展望维持不变，引发市场分歧。六家华尔街大行中三家下调目标价，三家维持不变。【三个核心问题】1. 为什么一季度数字明明超预期，股价反而盘后大跌？2. 华纳那笔28亿美元的分手费，奈飞准备怎么花？3. 创始人 Reed Ha... more
【本期背景】美伊冲突以来，美股经历了一轮快速回补。这一轮反弹的真正推手是谁？主观交易者又为什么错过了？本期从粉白均线系统出发，结合模型仓位变化和六大指数走势，拆解这一轮修复行情的底层逻辑。
【本期你将听到】· 为什么说这一轮反弹的底，早在三月底就已经被粉白均线提示过？· 模型仓位从130%降到95%，这中间到底发生了什么？· 道指、纳指、标普、罗素、恒指、恒科——六大指数下周该看哪一根线？
【相关链接】美股模型策略业绩：right-pocket.com
【加入我们】欢迎加入知识星球《左兜进... more
报告信息：
• 发布机构：德意志银行（Deutsche Bank）
• 发布日期：2026年4月15日
• 英文标题：The Early Sparks of Meta's Superintelligence
• 评级：买入（Buy）
• 目标价：920美元
一句话背景：Meta即将披露一季度财报，德银在财报前通过一线广告主调研和对新模型Muse Spark的拆解，给出了明显高于华尔街共识的判断。
三个核心问题：
• 当华尔街在预期Meta二季度广告增速会显著减速时... more
报告信息：发布机构：Bernstein（盛博）发布日期：2026年4月15日英文标题：Autonomous Trucks: Artificial Intelligence.... Sooner or Later - How will Physical AI transform a tech-laggard sector?
背景说明：Bernstein发布全球AI系列研报，深入分析AI和自动驾驶技术将如何改变卡车运输这个长期被视为技术落后的行业，并评估对主要卡车OEM的投资影响。
核心问题： more
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Apple Podcasts | #167 | China/Business |
Apple Podcasts | #195 |  Hong Kong/Business |
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