MimiVsJames Podcast不是油價本身,而是降息交易被打亂:原油飆升,美股配置要先看哪些重點Podcast0:00Current time: 0:00 / Total time: -16:38-16:38Paid episodeThe full episode is only available to paid subscribers of MimiVsJames的美股投資分享Subscribe to listen不是油價本身,而是降息交易被打亂:原油飆升,美股配置要先看哪些重點Podcast能源衝擊疊加就業降溫,貨幣政策陷入兩難,在市場尚未確認轉向之前,如何運用數據前瞻預判,避開抄底的陷阱MimiVsJamesMar 08, 2026∙ Paid21ShareThis 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 Episodes6500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 • MimiVsJamesOperation Epic Fury:當戰爭開始定價流動性,「美債」與「油價」背後的資金轉向 PodcastMar 1 • MimiVsJamesAI撞上物理極限,2026年「銅與電」超級循環的長線8檔股票與投資組合Feb 22 • MimiVsJames財政主導下的資產重定價:從美國例外論轉向全球價值套利。為什麼 Google發行百年債券,是美股科技股的「警鐘」?PodcastFeb 15 • MimiVsJames2026年QQQ跑輸VOO?當科技巨頭燒掉1兆美元,長線投資者必須看懂的「陷阱」PodcastFeb 8 • MimiVsJames金銀的閃崩只是開始嗎?現在可以進場嗎?三爺與 Warsh 聯手按下的「重置鍵」PodcastFeb 1 • MimiVsJames