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 | 491 | Founded | 2 years ago |
|---|---|---|---|---|---|
| Language |  ZH-CN | Number of Listeners | Categories | TechnologyBusiness |
Listen to this Podcast
Latest Episodes
摩根士丹利半导体首席 Joe Moore 刚跑完一趟实地调研。当面见过英特尔、美满、Astera 三家 CEO 之后，他最看好的反而是涨了两年的两只老票——英伟达和博通。
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🎙 嘉宾信息
讲者：Joe Moore，摩根士丹利半导体首席分析师
主持人：Tom Wig（Thomas Wigg），摩根士丹利 TMT 机构销售
节目：Morgan Stanley Tech Talk · 第 309 期
英文原题：Joe Moore on Semis Bus Tour takes on ... more
📄 本期速览
花旗最新仓位报告，拍摄时间停在霍尔木兹利好之前。美国资金往小盘走、龙头被减；欧洲118亿空头全数套牢，绷成一根弹簧；亚洲空头重来，港股全球最弱。
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📄 报告信息
机构：花旗 Citi Research
日期：2026年6月16日（数据截至6月12日）
英文标题：Equity Markets Positioning Model — US Positioning Broadens as Cross-Regional Divergence Builds
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账面产能年年扩，真实供给反而在收紧。J.P. Morgan 首次给 MLCC 搭出长期供需模型，判断 2026 到 2028 从过剩转向短缺，多年看多。
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📄 报告信息
机构：J.P. Morgan
日期：2026-06-12
英文标题：Asian MLCC Industry: Introducing our long-term S&D model with a multi-year bullish view; prefer JP/TW names over KR
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📄 本期速览
SpaceX 上市首日暴涨近两成、市值冲上 2.1 万亿，杰富瑞却泼冷水：太空真正的引擎，已经从商业切到国防。太空军预算 402 亿，首次盖过 NASA。这是大国博弈的故事，不是商业航天的故事。
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报告信息
机构：Jefferies（杰富瑞）
日期：2026 年 6 月 13 日
英文标题：Space Policy for Investors: 5 Takeaways（REPLAY）
中文标题：太空政策投资指南：五大要点（重播）
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🎯 本期三个核... more
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Apple Podcasts | #132 | China/Business |
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左兜进右兜 launched 2 years ago and published 491 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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