MimiVsJames Podcast個股報告:「AVGO這家公司,你真的懂了嗎?」Podcast0:00Current time: 0:00 / Total time: -20:58-20:58Paid episodeThe full episode is only available to paid subscribers of MimiVsJames的美股投資分享Subscribe to listen個股報告:「AVGO這家公司,你真的懂了嗎?」Podcast當市場還在糾結毛利率與軟體成長,AVGO悄悄的...MimiVsJamesApr 19, 2026∙ Paid13ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inMimiVsJames PodcastStocks, investing and financial analysis.Stocks, investing and financial analysis.SubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeMimiVsJamesRecent Episodes蘋果沒有站在 AI 聚光燈下,華爾街為什麼又開始回頭看它?蘋果股價長線還看好嗎?PODCASTMay 3 • MimiVsJamesQQQ 連 13 紅、費半連 18 紅後,財報季的 Alpha 在哪裡? 長線投資人如何分辨「預期驗證」與「基本面拐點」PodcastApr 26 • MimiVsJames告別盲目猜底!量化推演第二季美股「獲利突圍」的兩大關鍵轉折點。7002高點何時能突破?PodcastApr 12 • MimiVsJames被錯估的尾部風險:看透 112 美元油價背後的「雙向收割」與流動性虹吸,美國重塑能源霸權如何定價長線資產PodcastApr 5 • MimiVsJames中東地緣衝突風險下的重定價:市場低估的,不是戰爭時間,而是能源供應鏈的修復時間PocastMar 29 • MimiVsJames6500點是恐懼的底部還是噩夢的起點?美股下跌後的長線布局策略PodcastMar 22 • MimiVsJames私募暴雷是噪音?還是金融海嘯?看懂機構的資金「流動性」遷移PodcastMar 15 • MimiVsJames