<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><title>2026-06-29 on JT KAFE</title><link>https://jtkafe.com/tags/2026-06-29/</link><description>Recent content in 2026-06-29 on JT KAFE</description><generator>Hugo</generator><language>zh-tw</language><lastBuildDate>Mon, 29 Jun 2026 00:05:27 +0800</lastBuildDate><atom:link href="https://jtkafe.com/tags/2026-06-29/index.xml" rel="self" type="application/rss+xml"/><item><title>每日財經 2026-06-29</title><link>https://jtkafe.com/finance/2026-06-29-daily-report/</link><pubDate>Mon, 29 Jun 2026 00:05:27 +0800</pubDate><guid>https://jtkafe.com/finance/2026-06-29-daily-report/</guid><description>SpaceX鉅額IPO光速納指100，恐排擠市場資金。AI算力瓶頸引發OpenAI IPO延遲，觸發半導體估值修正，但客製化ASIC成趨勢。記憶體下半年將大漲。聯準會縮表代升息，美元續強、資金回流美國。建議防禦型槓鈴策略，配置高現金流巨頭與實體資產。022514</description></item></channel></rss>