MimiVsJames的美股投資分享

MimiVsJames的美股投資分享

投資分析

為什麼今天美股特別是科技股大跌?只有AVGO的財報因素嗎?還是市場開始反應日本央行升息的因素?

日本央行升息陰影下的科技股修正:從財報雜訊到資金結構重定價。現在該擔憂有Carry Trade的風險嗎?

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MimiVsJames
Dec 12, 2025
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