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。
Podcast Overview
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。
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Publishing Since
7/3/2024
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Recent Episodes
June 22, 2026
全市场都在抛消费股，摩根大通为什么认为下半年表现会更好
📄 本期速览<br>全市场都在抛消费股，摩根大通偏说它要涨。它赌信心见底、仓位洗空，恰恰是反向买点。但翻开它自己的附录，这个"历史规律"一半时候并不灵。<br>────────<br>📊 报告信息<br>机构：摩根大通（J.P. Morgan）Global Markets Strategy<br>作者：Mislav Matejka 团队<br>日期：2026年6月22日<br>英文标题：Certain beaten down Consumer plays to show better performance in 2H<br>────────<br>🎯 本期三个核心问题<br>1. 全市场都在抛的消费股，凭什么下半年补涨？<br>2. 信心创历史新低，为什么反而是买入信号？<br>3. 摩根大通最看好的奢侈品，为什么是全场最贵的？<br>────────<br>📊 关于 RightPocket 量化模型系统<br>RightPocket 是右兜独立运营的美股量化交易模型平台，包...<a href="https://www.xiaoyuzhoufm.com/episode/6a38bb0e75ba9e0c533724d5?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D">去小宇宙查看完整单集简介</a><br><a href="https://oia.xiaoyuzhoufm.com/player/6a38bb0e75ba9e0c533724d5?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
June 20, 2026
极度看多=卖出信号：美银牛熊指标升到9.2
📄 本期速览<br>美银牛熊指标冲到9.2，亮起卖出信号。哈奈特用三个V拆这轮牛市：AI已占标普500的39%、摸到泡沫天花板；终结它的不是美联储，是选民和债市；而唯一的解药，可能是油价大跌。<br>────────<br>📄 报告信息<br>机构：美国银行 BofA Securities（全球投资策略）<br>日期：2026年6月18日<br>英文原题：The Flow Show — V for Victory, Votes & Vigilantes<br>作者：Michael Hartnett（迈克尔·哈奈特），首席投资策略师<br>────────<br>🎯 本期三个核心问题<br>1. AI占了标普500的39%，这是泡沫的顶吗？<br>2. 谁能终结这轮牛市——美联储，还是选民和债市？<br>3. 资金创纪录涌入，为什么反而是卖出信号？<br>────────<br>📊 关于 RightPocket 量化模型系统<br>RightPocket 是右兜独立运营的美股量化...<a href="https://www.xiaoyuzhoufm.com/episode/6a369fe875ba9e0c53366d0c?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D">去小宇宙查看完整单集简介</a><br><a href="https://oia.xiaoyuzhoufm.com/player/6a369fe875ba9e0c53366d0c?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
June 19, 2026
投降的艺术
📄 本期速览<br>写《交易的艺术》的人，签了一份投降书。特朗普对伊朗近乎全面让步，只因民调逼近尼克松。但 Wood 真正盯着的，是停火没碰到的三件事：AI 烧钱、泡沫成形、龙头利润虚高。<br>────────<br>📄 报告信息<br>机构：Jefferies（杰富瑞）<br>作者：Christopher Wood — GREED & fear 周报<br>英文标题：The Art of Capitulation<br>日期：2026年6月18日<br>────────<br>🎯 本期三个核心问题<br>1. 交易大师为什么突然向伊朗投降？<br>2. 停火热闹背后，什么风险一点没变？<br>3. 为什么说 AI 龙头的利润是"提前记的账"？<br>────────<br>📊 关于 RightPocket 量化模型系统<br>RightPocket 是右兜独立运营的美股量化交易模型平台，包含策略模型、盘前交易信号与三级风险预警系统。<br>所有交易记录公开透明。<br>网站：right...<a href="https://www.xiaoyuzhoufm.com/episode/6a34d52f4233e62bc54c4afd?utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PWFwcGxlcG9kY2FzdF9zaG93bm90ZXMmbXQ9OA%3D%3D">去小宇宙查看完整单集简介</a><br><a href="https://oia.xiaoyuzhoufm.com/player/6a34d52f4233e62bc54c4afd?openTranscript=true&utm_source=rss&as=cHQ9MTIyNjE5MjQ3JmN0PXJzcyZtdD04&autoOpen=false">在小宇宙查看该单集文稿</a>
496 total episodes available
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