<?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>2026-07-15 on JT KAFE</title><link>https://jtkafe.com/tags/2026-07-15/</link><description>Recent content in 2026-07-15 on JT KAFE</description><generator>Hugo</generator><language>zh-tw</language><lastBuildDate>Wed, 15 Jul 2026 00:05:27 +0800</lastBuildDate><atom:link href="https://jtkafe.com/tags/2026-07-15/index.xml" rel="self" type="application/rss+xml"/><item><title>每日財經 2026-07-15</title><link>https://jtkafe.com/finance/2026-07-15-daily-report/</link><pubDate>Wed, 15 Jul 2026 00:05:27 +0800</pubDate><guid>https://jtkafe.com/finance/2026-07-15-daily-report/</guid><description>美伊衝突推升油價與通膨壓力，聯準會決策添變數。AI晶片需求雖強勁，卻嚴重排擠傳統IT預算，IBM慘跌凸顯結構失衡。半導體呈現AI硬體獨強、傳統軟體受創兩極化。巴菲特清倉波克夏，中長期賣壓浮現。全球經濟面臨停滯性通膨隱憂，投資應採槓鈴策略，重AI龍頭與能源，避開受排擠板塊。142414</description></item></channel></rss>