左兜进右兜
右兜美股财经信息、研报分析、技术分析，交易逻辑。 跌撞中成长，学习中重生，经历过辉煌，跌入过谷底。如今还活着。
| Publishes | Daily | Episodes | 221 | Founded | a year ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | BusinessTechnology |
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Latest Episodes
9 月 21 日，摩根士丹利发布了最新69 页的研报《Memory Supercycle – Rising AI Tide Lifting All Boats》。
核心观点是：AI 需求正推动存储器行业进入新一轮超级周期，2026 年将出现供需错配，存储器与相关设备厂商将全面受益。
如果你搞研究需要英文原文，需支付26RMB解锁原文PDF。微信号：Right_pocket090，感谢理解。
本期内容：
主播
左兜儿
幕后制作
右兜
如需获得更多及时研报、英文原文，模型技术研报，模... more
今天和大家聊一份刚刚发布的重磅科技研报。时间是 2025 年 9 月，机构是 Bain & Company 贝恩公司，题目叫《Technology Report 2025》。报告英文原文77页。
这份报告核心观点很明确：AI 正在成为决定性力量，头部企业的领先优势正在被进一步放大。
如果你搞研究需要英文原文，需支付26RMB解锁原文PDF。微信号：Right_pocket090，感谢理解。
本期内容：
主播
左兜儿
幕后制作
右兜
如需获得更多及时研报、英文原文，模型技术研报，模... more
今天和大家聊一份花旗研究（Citi Research）在 2025 年 9 月 19 日发布的最新美股策略研报，标题是 《The Earnings Growth Obligation》。
这份研报聚焦一个核心问题：当前美股，特别是标普 500 所隐含的高增长预期，能否真正兑现？
如果你搞研究需要英文原文，需支付26RMB解锁原文PDF。微信号：Right_pocket090，感谢理解。
本期内容：
主播
左兜儿
幕后制作
右兜
如需获得更多及时研报、英文原文，模型技术研报，模型交... more
今天和大家分享一份最新研报。时间是 2025 年 9 月 18 日，机构是 BCA Research，报告的英文题目是《Fed Moves Inflation Goalposts To 3 Percent》。
这份报告的核心观点非常直接：美联储选择避免衰退，但代价是放弃 2% 的通胀目标，把容忍度提高到 3%。
本期内容：
主播
左兜儿
幕后制作
右兜
如需获得更多及时研报、英文原文，模型技术研报，模型交易日志，欢迎加入我的知识星球圈子，《左兜进右兜/美股策略》
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左兜进右兜 launched a year ago and published 221 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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