https://jtkafe.com/tags/2026-06-20/Recent content in 2026-06-20 on JT KAFEHugozh-twSat, 20 Jun 2026 00:05:27 +0800https://jtkafe.com/finance/2026-06-20-daily-report/Sat, 20 Jun 2026 00:05:27 +0800https://jtkafe.com/finance/2026-06-20-daily-report/美伊和平致油價暴跌，全球地緣紅利顯現。然Fed轉鷹預期升息，美元及美債殖利率上揚，黃金重挫。SpaceX高估值後震盪，高估值股現隱憂。AI晶片交易擁擠，但記憶體強漲，上游具定價權。中減持美債、關稅戰升級，供應鏈續碎片化。市場關注美債殖利率，宜採槓鈴策略佈局上游寡頭與美元資產。00:00