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Alice與Issac帶您解析戰火延燒與油價飆升引發的避險情緒！儘管CPI符合預期，停滯性通膨隱憂仍存。今日聚焦甲骨文領漲的AI軟體板塊與強勢的台積電ADR。建議採能源避險與AI基建並重的槓鈴策略，預期台股將由半導體領軍走出獨立行情！
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