<![CDATA[ MacroMicro 財經M平方 ]]> https://www.macromicro.me/ zh Copyright 2026 MacroMicro.me Fri, 14 Aug 2026 21:32:56 +0800 web@macromicro.me 60 <![CDATA[【行情快報】美股財報：軟體回歸、漲價敘事結束？一文看懂資金輪動]]> https://www.macromicro.me/blog/market-update-us-earnings-reports-software-resurgence-price-hike-narrative-over-a-comprehensive-guide-to-fund-rotation post-1520 Thu, 13 Aug 2026 15:33:55 +0800 <![CDATA[【MM一週盤前】非農意外衰退、升息預期降溫，本週聚焦美國 CPI！]]> https://www.macromicro.me/blog/mm-weekly-premarket-update-unexpectedly-weak-nonfarm-payrolls-and-cooling-interest-rate-hike-expectations-this-week-s-focus-is-on-the-us-cpi post-1518 Sun, 09 Aug 2026 20:35:03 +0800 <![CDATA[【行情快報】最完整的 AI 供應鏈拆解：掌握劇烈波動下的關鍵風險！]]> https://www.macromicro.me/blog/market-update-the-most-complete-breakdown-of-the-ai-supply-chain-understanding-the-key-risks-amidst-dramatic-fluctuations post-1517 Thu, 06 Aug 2026 15:26:34 +0800 <![CDATA[【行情快報】美伊戰爭打亂降息循環？26H2 全球央行大解析！]]> https://www.macromicro.me/blog/market-update-will-the-usiran-war-disrupt-the-interest-rate-cut-cycle-26h2-global-central-bank-analysis post-1514 Tue, 04 Aug 2026 18:32:11 +0800 <![CDATA[【MM一週盤前】央行分歧加劇、巨頭現金流下滑，本週聚焦非農就業！]]> https://www.macromicro.me/blog/mm-weekly-premarket-update-hawkish-signals-from-the-central-bank-and-escalating-tensions-between-the-us-and-iran-this-week-s-focus-is-on-nonfarm-payrolls post-1512 Sun, 02 Aug 2026 17:31:20 +0800 <![CDATA[【創辦人撰文】市場重新定價，庫存、資本支出與現金流三大訊號！(內含投資儀表板）]]> https://www.macromicro.me/blog/founder-s-article-market-repricing-three-key-signals-inventory-capital-expenditure-and-cash-flow post-1508 Fri, 31 Jul 2026 21:30:48 +0800 <![CDATA[【行情快報】聯準會按兵不動、3 票反對！交由市場定價升息]]> https://www.macromicro.me/blog/market-update-the-federal-reserve-holds-rates-steady-with-3-votes-against-the-market-will-be-left-to-determine-interest-rate-hikes post-1509 Sun, 02 Aug 2026 15:42:50 +0800 <![CDATA[【MM一週盤前】美債殖利率創高，本週聯準會與巨頭財報輪番上陣！]]> https://www.macromicro.me/blog/mm-weekly-premarket-update-us-treasury-yields-hit-a-record-high-with-a-super-central-bank-week-and-giant-earnings-reports-taking-center-stage-this-week post-1506 Sun, 26 Jul 2026 14:33:39 +0800 <![CDATA[【主題研究】聯準會開啟改革、五大工作小組登場，未來政策將走向何方？]]> https://www.macromicro.me/blog/thematic-study-the-federal-reserve-initiates-reforms-and-five-working-groups-are-established-where-will-future-policies-go post-1504 Thu, 23 Jul 2026 17:02:12 +0800 <![CDATA[【行情快報】全球市場震盪：四大事件全解析]]> https://www.macromicro.me/blog/market-update-global-market-volatility-analysis-of-four-major-events post-1501 Wed, 22 Jul 2026 11:03:14 +0800