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 | 372 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologyBusiness |
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这个周末，AI圈有一条很热的新闻：
开源AI Agent项目 OpenClaw 的云上用户数量突破了10万。
与此同时，中文互联网也突然开始流行一个词——“养龙虾”。
从短视频教程，到“华强北排队安装龙虾”的段子，AI Agent似乎正在迅速出圈。
很多人把它当作一个技术热点。
但如果仔细看，这件事背后其实透露出一个更重要的信号：
AI的使用方式，正在发生变化。
过去的大模型更多是聊天工具。
而AI Agent正在让AI开始“自己工作”。
一旦这种模式普及，Token消耗、推理算力以及数... more
最近中东局势升级，油价再次成为市场讨论的焦点。
2026年3月6日，J.P. Morgan发布了一份宏观报告：《Global Data Watch – A risk of your parent’s oil price shock》。报告提出一个很有意思的问题：你父母那一代经历过的石油冲击，会不会再次出现？
在AI投资和全球制造业修复的背景下，全球经济原本正在进入一轮新的增长周期。但如果中东能源供应出现扰动，油价冲击是否会重新成为影响全球经济的重要变量？
这期节目，我们结合J.P. Mor... more
本周原本是一次常规的港美股技术周复盘，但因为模型预警等级升级到了一级预警，所以我决定把这一周的核心思考做成一期播客。
很多人把最近市场的波动归因于中东局势升级，美以伊冲突成为讨论焦点。但从量化交易的角度来看，市场并不会因为某一个事件而突然改变方向。无论是去年的关税政策，还是今年的地缘冲突，这些更多只是市场大周期中的插曲。
量化交易员真正关注的只有一件事情：量价关系和市场结构。
本期节目我会聊三个问题：
第一，为什么我的模型预警等级升级到了一级预警；
第二，为什么技术交易员不会简单把市场下跌... more
本期节目，我们解读一份 UBS 于2026年3月6日发布的半导体行业深度报告：
《AI Data Center Power Semis – Is Momentum Sustainable?》
过去一年，市场讨论AI产业链，更多集中在GPU、HBM和先进封装。但随着AI服务器功率持续提升，越来越多机构开始关注一个更底层的问题——电力系统。
UBS在报告中指出，AI服务器功率正在快速上升：
单机架功率从2023年的约40kW，预计将提升至2028年的接近1MW。随着算力密度不断提高，数据中心供... more
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Apple Podcasts | #168 |  Hong Kong/Business |
Apple Podcasts | #177 | China/Business |
Apple Podcasts | #240 |  South Korea/Business |
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左兜进右兜 launched 2 years ago and published 372 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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