<?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>2026-07-16 on JT KAFE</title><link>https://jtkafe.com/tags/2026-07-16/</link><description>Recent content in 2026-07-16 on JT KAFE</description><generator>Hugo</generator><language>zh-tw</language><lastBuildDate>Thu, 16 Jul 2026 00:05:27 +0800</lastBuildDate><atom:link href="https://jtkafe.com/tags/2026-07-16/index.xml" rel="self" type="application/rss+xml"/><item><title>每日財經 2026-07-16</title><link>https://jtkafe.com/finance/2026-07-16-daily-report/</link><pubDate>Thu, 16 Jul 2026 00:05:27 +0800</pubDate><guid>https://jtkafe.com/finance/2026-07-16-daily-report/</guid><description>美伊情勢引發通膨隱憂，通膨降溫促美股反彈，但資金輪動明顯，SpaceX破發顯高估值股修正壓力。AI需求穩固，ASML/輝達報喜，半導體板塊卻承壓。總經處擴張晚期，有滯脹尾端風險。建議槓鈴防守配置：重配現金流龍頭，伺機低吸超跌AI，並留意油價避險。050820</description></item></channel></rss>