https://jtkafe.com/tags/2026-06-26/Recent content in 2026-06-26 on JT KAFEHugozh-twFri, 26 Jun 2026 00:05:27 +0800https://jtkafe.com/finance/2026-06-26-daily-report/Fri, 26 Jun 2026 00:05:27 +0800https://jtkafe.com/finance/2026-06-26-daily-report/記憶體成本飆漲致蘋果、微軟漲價，卻反傷終端需求；伊朗地緣政治與美國PCE創高，更推升通膨、限縮聯準會降息空間。儘管輝達Rubin架構助攻台廠供應鏈，AI基礎建設仍看好，但高估值科技股已降溫，資金將集中流向具議價力的硬體龍頭。市場呈K型分化，宜攻守兼備。064328