焦點延伸Premium
全球能源版圖劇變：中東戰火下的 110 美元油價與通膨風暴
紐約原油突破每桶 110 美元，霍姆茲海峽航行安全降至冰點。強勁非農數據冷卻降息預期，能源成本傳導加速通膨螺旋。避險資金湧入軍工股，私人信貸違約風險攀升，全球經濟進入供應驅動型通膨新常態。
2026-04-04Read More
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全球脈動
國際地緣政治轉捩與科技資本巨變
川普宣布美軍將在二至三週內撤出伊朗，荷姆茲海峽封鎖危機未解。SpaceX 向 SEC 提交祕密 IPO 申請、目標估值 1.75 兆美元，AI 晶片出口管制擴大衝擊輝達與超微，全球進入「後全球化」新秩序。
2026-04-04Read More
全球脈動
市場日報（4/3）：波動性重返華爾街，美股於震盪中收紅
美股開盤因地緣政治重挫，隨後科技股買盤與就業數據優於預期支撐三大指數驚險收高。川普演說引爆油價飆升 11.6%，NVIDIA 砸 20 億美元攜手 Marvell 打造 AI 工廠，Nike 中國銷售預估暴跌 20%，初領失業金人數意外下滑展現勞動力韌性。
2026-04-03Read More
科技話題Premium
矽際共生：特斯拉與 SpaceX 的技術霸權、政策博弈與跨維度整合深度剖析
特斯拉完成從電動車商向「物理 AI」巨頭質變，SpaceX 星艦將發射成本壓至每公斤百美元以下。從 Terafab 晶片廠到星鏈 9,000 顆衛星、FSD 百億英里數據，馬斯克帝國的垂直整合正重定義跨行星工業標準。
2026-04-02Read More
焦點延伸Premium
戰略豪賭或安全幻覺：評估美國攻擊伊朗的地緣代價
美軍「史詩怒火行動」癱瘓伊朗 70% 長程飛彈能力，卻引發油價暴漲至 145 美元、標普一週跌逾 12%。從核臨界突圍、荷姆茲海峽封鎖到全球供應鏈崩潰，一文剖析這場戰術勝利為何被視為戰略失算。
2026-04-02Read More
全球脈動
市場日報（4/2）：戰爭曙光點燃慶祝行情，全球股市強勁齊揚
川普預告伊朗軍事行動將在 2-3 週內結束，全球市場掀起「風險偏好」慶祝行情。日經 225 大漲逾 5%、布蘭特原油跌破 100 美元、禮來 GLP-1 口服減重藥獲准上市，一文掌握 2026/04/02 全球經濟脈動。
2026-04-02Read More
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