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 | 475 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessTechnology |
Listen to this Podcast
Latest Episodes
⭐ 本期速览
拥挤的股票还在赢，逆向这轮没占到便宜。美银的周期指标触底转正，喊出顺周期——可估值已是 25 年最高，所有跑赢数据全来自回测。
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📄 报告信息
机构：美银证券（BofA Global Research）
日期：2026 年 5 月 28 日
英文标题：Global Quant Panorama — Unexpected alpha
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🎯 本期三个核心问题
• 周期触底转正，为什么这次靠的是盈利不是宏观？
• 全球估值 25... more
📄 本期速览
财报前两天,投行算出来的是 24%。两天后,公司打出 34%,盘后涨 37%。AI 没杀死数据软件,反而在给它送钱。
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📄 报告信息
机构：Jefferies（前瞻，5月25日）+ Citi（财报点评，5月27日盘后） 公司：Snowflake Inc（SNOW） 评级：两家均为 Buy / 目标价 Jefferies $250、Citi $260
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🎯 本期三个核心问题
• 画在 30% 的过关线，怎么被一脚踩到 34%？
•... more
📄 本期速览
瑞银把美光目标价从 535 美元抬到 1625 美元,翻了三倍。但 2029 年每股收益其实是下调的。涨的不是基本面,是那把估值的尺子。
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报告信息
机构:UBS（瑞银） 日期:2026 年 5 月 26 日 英文原题:LTAs Gain Traction; PT to $1,625 with EPS Remaining Well >$100
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🎯 本期三个核心问题
• 基本面没大变,目标价凭什么翻三倍?
• 长协真能让存储不再是... more
📄 本期速览
净利润被砍掉四分之一，目标价反而从 87 美元上调到 100 美元。
摩根大通这份富途研报最拧巴的一笔，藏着一个被市场忽略的事实：富途的"去内地化"，已经默默走了四年。
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📄 报告信息
机构：摩根大通（J.P. Morgan）
日期：2026 年 5 月 24 日
英文原题：Fine clarity and share buyback help stabilize shares; investor views mixed
评级：中性（Neu... more
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Apple Podcasts5闪电磁卡China2 years ago
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How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #127 | China/Business |
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Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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| Interests | Professions | Age Range | |||
| Household Income | Social Media Reach | ||||
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