<?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>2026-07-10 on JT KAFE</title><link>https://jtkafe.com/tags/2026-07-10/</link><description>Recent content in 2026-07-10 on JT KAFE</description><generator>Hugo</generator><language>zh-tw</language><lastBuildDate>Fri, 10 Jul 2026 00:05:27 +0800</lastBuildDate><atom:link href="https://jtkafe.com/tags/2026-07-10/index.xml" rel="self" type="application/rss+xml"/><item><title>每日財經 2026-07-10</title><link>https://jtkafe.com/finance/2026-07-10-daily-report/</link><pubDate>Fri, 10 Jul 2026 00:05:27 +0800</pubDate><guid>https://jtkafe.com/finance/2026-07-10-daily-report/</guid><description>SK海力士在美募資創紀錄，然韓股受槓桿與折價拖累；美伊衝突使荷姆茲海峽受阻，油價上揚加劇通膨風險，Fed降息受限。Meta AI晶片訂單利好台積電，惟美禁令漏洞致高階晶片流向中國。日本促養老基金回流，日圓165為防線，嚴防利差交易平倉潮。全球經濟現處過熱轉輕度滯脹敏感期，建議AI持股轉向HBM/ASIC，並留現金因應動盪。140831</description></item></channel></rss>