EPISODE · Mar 30, 2026 · 4 MIN
The Big Flip 市场逻辑突然反了 | 摩根士丹利最新研报
from 左兜进右兜
市场在短短两周内，从“增长+宽松”的共识，突然切换到“能源冲击+通胀再起”的叙事，这不仅是情绪变化，更是定价框架的改变。核心要点 宏观叙事从“降息预期”切换到“通胀再担忧” 资产相关性上升，分散失效 油价成为当前市场的核心变量如果你觉得这期节目有帮助，欢迎在知识星球《左兜进右兜》获取更多顶级机构研报的筛选与解读。本期内容：主播小柒背后的男人右兜如需获得更多及时机构观点，欢迎加入我们的付费知识星球《左兜进右兜》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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The Big Flip 市场逻辑突然反了 | 摩根士丹利最新研报
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