HeyJaredMimiVsJames的美股投資分享
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。
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 27, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 17, 2026
Latest issues
美債殖利率飆破 5.2%，美股沒什麼反應？殖利率衝到多少美股會撐不住，短線資金該何時提前買保險，告訴你關鍵轉折時間點 (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!xdeS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Feb1413fc-a932-4b05-88f1-fecf73975c58_1672x9
MimiVsJames 美股武功秘笈《上帝視角：第三部曲》終極執行篇：量化對沖基金不外傳的「致富數學與曝險協議」，引爆前兩部曲的最後一塊聖杯拼圖正式上架 (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!Mzgo!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fa3490134-924f-48f5-a0b9-cca5cc27d9ba_1672x941.png"
資產配置:赤字再次偉大!當10 年債殖利率站上5% 後,60/40 資產配置該重改了,全球最大資金正重寫資產配置架構Podcast (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!vZQ_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F30d986ea-47cc-40ef-88e8-d39de8e9d313_1672x941.png"
資產配置：赤字再次偉大！當10 年債殖利率站上5% 後，60/40 資產配置該重改了，全球最大資金正重寫資產配置架構 (opens the original)
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<img alt="" class="sizing-normal" height="819" src="https://substackcdn.com/image/fetch/$s_!GE2W!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F83c915fb-f2ee-4956-8392-621c9c1884cc_1672x941.png"
告別無腦存股！美國LEI 指標打造「長線資產配置」跨景氣循環的超級應用 (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!sSX_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F404178f6-37a4-41fb-801c-babbba67b266_1536x1024.pn
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