2026-07-08 on JT KAFEhttps://jtkafe.com/tags/2026-07-08/Recent content in 2026-07-08 on JT KAFEHugozh-twWed, 08 Jul 2026 00:05:27 +0800每日財經 2026-07-08https://jtkafe.com/finance/2026-07-08-daily-report/Wed, 08 Jul 2026 00:05:27 +0800https://jtkafe.com/finance/2026-07-08-daily-report/地緣政治推升油價與美債殖利率，恐釀二次通膨並延後降息。半導體股因晶片延遲與獲利未達標而修正，然估值已近十年低點，或現長線買點。SpaceX上市引爆兆元財富效應，AI戰線則延伸至硬體基礎建設。總體經濟現輕度滯脹風險，市場緊盯油價、殖利率及費半季線能否守穩。130506