https://jtkafe.com/tags/2026-08-03/Recent content in 2026-08-03 on JT KAFEHugozh-twMon, 03 Aug 2026 00:05:27 +0800https://jtkafe.com/finance/2026-08-03-daily-report/Mon, 03 Aug 2026 00:05:27 +0800https://jtkafe.com/finance/2026-08-03-daily-report/美日首度聯手干預匯市護日圓，終結套利交易。Fed內部爆發分歧，債市暴跌，30年美債殖利率破5%，恐加速科技股估值修正。SK海力士財報衝擊半導體，供應鏈受阻。然AZ與BMS擬4000億美元併購，為生醫注入活水。市場處於晚期滯脹與流動性重組，投資人宜採槓鈴策略應對。050701