最新美股投資及專屬分析報告，屬於有深度的文章，包含：總經分析、個股營運追蹤、財報與法說會解析、時事與投資觀念分享。透過全方位的剖析，一起建立更加穩健的投資觀。
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 459 | Founded | 2 years ago | Last Issue | 6 days ago |
| Active | Language |  ZH-TW | |||
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mimivsjames.substack.comLatest Issues
2027年支撐美股最大「買盤」減少，「長線資產配置」邏輯需同步升級
2027 年標普點位初步預測與長線資產配置：推薦五大「潛力板塊」
不要錯過18年才遇到的長線投資機會
美債重回 5% 下，傳統 60/40 配置已經失效？鎖定這3 檔ETF 就等於鎖定未來10 年投資的勝利
2027全球金融市場大洗牌，亞洲外資大逃殺，「全球資產配置」大轉向
1997 亞洲金融風暴再現既視感，長線投資與 AI產業迎來變局
2027 美股大變局：期中選舉引爆 AI產業變局，華爾街已經在提前布局下一輪資產配置
AI硬體股業績這麼好但漲幅很有限？AI鬼故事到處都一堆，華爾街大人到底在擔心什麼？長線該買還是該賣？
個股推薦：台積電法說將來臨，現階段要佈局這些相關概念股Podcast
台積電下一輪資本支出正創造半導體新贏家，主升段將啟動，附上一檔彩蛋股
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Authors
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PhD Economist, Macroeconomics analysis, Analyst of Quantitative Finance. Research on data science and game theory. FB Nickname: MimiVsJames. Quantitative financial trading engineer at a large asset management company
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