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 | 408 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessTechnology |
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这期内容，来自中关村论坛上一场关于大模型的分享，Kimi（月之暗面）创始人杨植麟系统性地讲了一件事：大模型的进步，可能并不只是算力的堆叠，而更像是一种“把能源转化为智能”的效率问题。
在这场演讲里，他谈到几个很关键的方向，包括如何提升 Token 利用效率、为什么需要把任务拆给多个 Agent 协作完成，以及他们在模型架构上做的一些不那么直观但很重要的尝试，比如把注意力机制从“序列”扩展到“深度”。这些变化背后，其实是在重新定义大模型应该怎么扩展。
更有意思的是，他对未来的判断——AI 不只... more
这期节目，我们基于的一份最新宏观报告，讨论一个正在发生但不容易被第一时间察觉的变化——油价，可能正在悄悄改写今年市场的运行路径。
表面上，这是一次典型的能源冲击；但如果把油价、消费、财政刺激和利率预期放在一起看，你会发现，它真正影响的不是通胀本身，而是增长能不能走出来。
当一边是减税释放需求，另一边是油价在持续抽走现金流，市场开始进入一个既难以放松、又无法收紧的区间。
这期节目，我们试着把这个结构拆开讲清楚，也试着回答一个更关键的问题——
如果油价在这个位置停得足够久，今年这轮增长，还能... more
这期内容来自摩根士丹利在2026年3月26日发布的报告《When Factory = Robot》。
报告讨论的并不是简单的机器人替代人工，而是一个更底层的问题——制造业的现代化路径，是否从一开始就建立在错误的逻辑之上。
当自动化被用于加速既有流程时，效率的提升可能只是对旧体系的放大，而不是重构。真正的变化，可能在于从“流程优化”走向“系统重构”，从单一工厂的效率提升，走向整条供应链的统一调度。
本期节目尝试回答一个问题：
如果未来的工厂本身就是一个由AI驱动的整体系统，那么制造业的竞争力，... more
报告来源：J.P. Morgan
发布时间：2026年3月26日
标题：U.S. Beverages, Household & Personal Care
这期节目，我们把视角从AI里稍微抽离出来，借助摩根大通最新的一份消费行业报告，去看一个更接近真实世界的问题——当可乐、洗发水、牙膏这些最基础的消费开始变慢的时候，这背后到底是周期，还是结构。
报告给出的信息其实并不复杂：行业依然稳定，但增长在放缓，利润在修复，低收入人群和边际消费群体在承压，而消费行为本身，也在从“买什么”转向“怎么买... more
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左兜进右兜 launched 2 years ago and published 408 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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