EPISODE · Jun 29, 2026 · 13 MIN
保持科技敞口，警惕入夏后的大盘
from 左兜进右兜
📄 本期速览一半公司的盈利已经在减速，股价却还在创新高。J.P. Morgan 把这波回报拆开后发现：几乎全是一小撮科技股拉起来的，而最差的财报季，还卡在入夏这个最弱的窗口前面。────────📊 报告信息机构：J.P. Morgan（摩根大通）作者：Eduardo Lecubarri，全球中小盘策略主管标题：The State of SMid日期：2026 年 6 月 29 日类型：全球中小盘宏观策略（无个股评级 / 目标价）────────🎯 三个核心问题1. 涨了两位数的回报，为什么说它"不健康"？2. 同一份报告里，JPM 为什么既看多科技又看空大盘？3. 为什么说最差的财报季，还在入夏后面？────────📊 关于 RightPocket 量化模型系统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...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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保持科技敞口，警惕入夏后的大盘
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