https://jtkafe.com/tags/2026-07-02/Recent content in 2026-07-02 on JT KAFEHugozh-twThu, 02 Jul 2026 00:05:27 +0800https://jtkafe.com/finance/2026-07-02-daily-report/Thu, 02 Jul 2026 00:05:27 +0800https://jtkafe.com/finance/2026-07-02-daily-report/聯準會主席華許堅守獨立性，ADP就業驟降引發降息攻防。半導體面臨修正，AI巨頭Meta搶灘算力；SpaceX破紀錄IPO市值逾2兆美元。油價因美伊和談大跌緩解通膨，但川普不續簽USMCA衝擊供應鏈。市場資金輪動劇烈，轉向高現金流巨頭與美債避險。050846