纳指再战半年线:通胀、降息与英伟达财报的关键一周 episode artwork

EPISODE · Feb 22, 2026 · 6 MIN

纳指再战半年线:通胀、降息与英伟达财报的关键一周

from 左兜进右兜

本期节目,我们从纳指半年线的技术争夺出发,梳理这一周的核心变量。通胀数据、降息预期、全球央行态度,以及英伟达财报,正在共同构成一次“验证周”。当宏观重新回到前台,AI高估值是否经得起检验?这一期,我们系统拆解。我们每期节目的英文原文件,都会在知识星球《左兜进右兜 / 美股研报》中分享。感兴趣的朋友,欢迎加入查阅英文原文。本期内容:主播小柒幕后制作右兜如需获得更多及时研报、英文原文,欢迎加入我们的付费知识星球《左兜进右兜|研报解读》量化模型交易信号,模型交易实时日志,欢迎加入我们的付费Discord社区,微信咨询:Right_pocket090在小宇宙查看该单集文稿

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纳指再战半年线:通胀、降息与英伟达财报的关键一周

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