Personal Investment Agent

每日投資儀表板

2026-07-06 · 產生時間 2026-07-06 08:01 UTC

Risk On未偵測到重大事件

市場狀態

S&P 500 SPY

Risk On

高於 MA200

收盤 744.78 · MA200 692.29

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 712.60 · MA200 634.93

重大事件偵測

指標	最新收盤	前一收盤	單日變動	門檻	狀態
VIX (^VIX)	16.31	16.15	+0.99%	+25%	正常
Nasdaq 100 ETF (QQQ)	712.60	725.17	-1.73%	-3%	正常
S&P 500 ETF (SPY)	744.78	745.76	-0.13%	-2.5%	正常
US 10Y Yield (^TNX)	4.49	4.47	+0.1 bps	+25 bps	正常

系統訊號 — 持股檢查

NVDA Nvidia

核心 / 衰退期 · 收盤 194.83 · MA20 203.48 · MA50 209.80 · 前低 199.34 · 前高 213.99

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 194.83 仍在 MA200 191.03 之上，長期趨勢正常。

AVGO Broadcom

核心 / 衰退期 · 收盤 360.45 · MA20 384.32 · MA50 409.43 · 前低 370.33 · 前高 414.64

持有

規則: core_long_trend_break
建議動作: 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
原因: 核心持股收盤價 360.45 跌破 MA200 361.45，長期趨勢轉弱。

MU Micron

波段 / 整理/中性 · 收盤 975.56 · MA20 1,043.27 · MA50 852.09 · 前低 991.10 · 前高 1,255.00

出場

規則: structure_break
建議動作: 出場訊號：依規則應完全出場。
原因: 收盤價 975.56 跌破前波低點 991.10，多頭結構被破壞。

PLTR Palantir

核心 / 整理/中性 · 收盤 129.30 · MA20 125.97 · MA50 134.58 · 前低 106.37 · 前高 136.10

持有

規則: core_long_trend_break
建議動作: 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
原因: 核心持股收盤價 129.30 跌破 MA200 157.91，長期趨勢轉弱。

TSLA Tesla

核心 / 整理/中性 · 收盤 393.45 · MA20 399.16 · MA50 406.42 · 前低 380.15 · 前高 445.60

持有

規則: core_long_trend_break
建議動作: 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
原因: 核心持股收盤價 393.45 跌破 MA200 418.61，長期趨勢轉弱。

COIN Coinbase

波段 / 整理/中性 · 收盤 165.48 · MA20 158.13 · MA50 178.84 · 前低 147.88 · 前高 176.48

出場

規則: medium_trend_break
建議動作: 出場訊號：依規則應完全出場。
原因: 收盤價 165.48 跌破 MA50 178.84，中期趨勢轉弱。

QQQ Nasdaq 100 ETF

核心 / 整理/中性 · 收盤 712.60 · MA20 721.10 · MA50 709.15 · 前低 686.37 · 前高 745.45

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 712.60 仍在 MA200 634.93 之上，長期趨勢正常。

2330.TW 台積電

核心 / 成長期（初升段） · 收盤 2,460.00 · MA20 2,388.00 · MA50 2,318.30 · 前低 2,325.00 · 前高 2,535.00

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 2460.00 仍在 MA200 1791.22 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 整理/中性 · 收盤 4,125.00 · MA20 4,273.75 · MA50 3,876.20 · 前低 3,825.00 · 前高 4,785.00

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 4125.00 仍在 MA200 2101.22 之上，長期趨勢正常。

2308.TW 台達電

核心 / 整理/中性 · 收盤 1,995.00 · MA20 2,094.75 · MA50 2,165.70 · 前低 1,790.00 · 前高 2,585.00

持有

規則: core_hold
建議動作: 核心長抱，持續持有。
原因: 核心持股收盤價 1995.00 仍在 MA200 1394.33 之上，長期趨勢正常。

3167.TWO 大量

波段 / 資料不足 · 收盤 N/A · MA20 N/A · MA50 N/A · 前低 N/A · 前高 N/A

持有

規則: insufficient_data
建議動作: 暫不動作，先人工確認資料品質。
原因: 資料不足，無法完整套用趨勢規則：close、ma50、volume、vol_avg20、prior_swing_low、prior_swing_high

ONDS Ondas

波段 / 衰退期 · 收盤 7.41 · MA20 9.01 · MA50 9.82 · 前低 7.31 · 前高 14.16

出場

規則: medium_trend_break
建議動作: 出場訊號：依規則應完全出場。
原因: 收盤價 7.41 跌破 MA50 9.82，中期趨勢轉弱。

NVTS Navitas Semiconductor

波段 / 整理/中性 · 收盤 14.46 · MA20 21.32 · MA50 21.35 · 前低 20.27 · 前高 34.17

出場

規則: structure_break
建議動作: 出場訊號：依規則應完全出場。
原因: 收盤價 14.46 跌破前波低點 20.27，多頭結構被破壞。

系統訊號 — 候選股檢查

MRVL Marvell

收盤 245.29 · MA20 282.05 · MA50 223.63 · 前低 244.00 · 前高 329.88

持有

規則: watchlist_no_entry
建議動作: 觀察，不進場；如有基本面或事件因素再人工確認。
原因: 候選股未觸發突破進場條件；不套用持股的減碼/出場規則。

IFNNY Infineon

收盤 86.18 · MA20 91.29 · MA50 82.41 · 前低 85.01 · 前高 101.50

持有

規則: watchlist_no_entry
建議動作: 觀察，不進場；如有基本面或事件因素再人工確認。
原因: 候選股未觸發突破進場條件；不套用持股的減碼/出場規則。

2344.TW 華邦電

收盤 183.00 · MA20 190.38 · MA50 152.33 · 前低 146.00 · 前高 233.50

持有

規則: watchlist_no_entry
建議動作: 觀察，不進場；如有基本面或事件因素再人工確認。
原因: 候選股未觸發突破進場條件；不套用持股的減碼/出場規則。

持股 vs 均線（MA20 / MA50 / MA200）

NVDA Nvidia

AVGO Broadcom

MU Micron

PLTR Palantir

TSLA Tesla

COIN Coinbase

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

ONDS Ondas

NVTS Navitas Semiconductor

標的新聞摘要

NVDA Nvidia

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - The Motley Fool
The Motley Fool · 2026-07-05 23:10 UTC
AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. The Motley Fool
來源連結
Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News. - Yahoo Finance
Yahoo Finance · 2026-07-05 18:35 UTC
Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News. Yahoo Finance
來源連結
Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next. - Barchart.com
Barchart.com · 2026-07-05 15:30 UTC
Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next. Barchart.com
來源連結

AVGO Broadcom

Broadcom or Marvell: One AI Chip Stock Is a Buy, the Other Looks Too Expensive - TipRanks
TipRanks · 2026-07-05 22:42 UTC
Broadcom or Marvell: One AI Chip Stock Is a Buy, the Other Looks Too Expensive TipRanks
來源連結
Why Broadcom Inc.’s (AVGO) Custom AI Silicon Growth Still Supports Its Estimate Story - Yahoo Finance
Yahoo Finance · 2026-07-05 12:04 UTC
Why Broadcom Inc.’s (AVGO) Custom AI Silicon Growth Still Supports Its Estimate Story Yahoo Finance
來源連結
Broadcom Inc. (AVGO) Barely Made The Cut As One Of Jim Cramer’s Best Performing Stocks - Yahoo Finance
Yahoo Finance · 2026-07-05 11:15 UTC
Broadcom Inc. (AVGO) Barely Made The Cut As One Of Jim Cramer’s Best Performing Stocks Yahoo Finance
來源連結

MU Micron

Tokyo puts billions behind Micron’s chip plan - thestreet.com
thestreet.com · 2026-07-06 00:07 UTC
Tokyo puts billions behind Micron’s chip plan thestreet.com
來源連結
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade - Yahoo Finance
Yahoo Finance · 2026-07-05 16:13 UTC
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade Yahoo Finance
來源連結
Micron Stock Investors Just Got Good News From Wall Street and Nvidia CEO Jensen Huang - The Motley Fool
The Motley Fool · 2026-07-05 10:12 UTC
Micron Stock Investors Just Got Good News From Wall Street and Nvidia CEO Jensen Huang The Motley Fool
來源連結

PLTR Palantir

Why Palantir Stock Popped This Week - The Motley Fool
The Motley Fool · 2026-07-06 03:20 UTC
Why Palantir Stock Popped This Week The Motley Fool
來源連結
Why Palantir Stock Popped This Week - Yahoo Finance
Yahoo Finance · 2026-07-06 03:10 UTC
Why Palantir Stock Popped This Week Yahoo Finance
來源連結
Here is Why Palantir Technologies (PLTR) is One of BlackRock’s 30 Most Important AI Stock Picks - Yahoo Finance
Yahoo Finance · 2026-07-06 00:18 UTC
Here is Why Palantir Technologies (PLTR) is One of BlackRock’s 30 Most Important AI Stock Picks Yahoo Finance
來源連結

TSLA Tesla

TSLA Stock Rises Overnight: Analyst Sees Rebound This Week After EV Delivery Surge, But Calls Stock ‘Fully-Priced’ - TradingView
TradingView · 2026-07-06 02:22 UTC
TSLA Stock Rises Overnight: Analyst Sees Rebound This Week After EV Delivery Surge, But Calls Stock ‘Fully-Priced’ TradingView
來源連結
Tesla’s blowout quarter comes with a warning sign - thestreet.com
thestreet.com · 2026-07-05 23:33 UTC
Tesla’s blowout quarter comes with a warning sign thestreet.com
來源連結
Meta and Tesla Are Suddenly Worth the Same $1.48 Trillion. Which Stock Wins from Here? - The Motley Fool
The Motley Fool · 2026-07-05 20:07 UTC
Meta and Tesla Are Suddenly Worth the Same $1.48 Trillion. Which Stock Wins from Here? The Motley Fool
來源連結

COIN Coinbase

COIN Stock Drops After Wall Street Price Target Cuts On Q1 Earnings Miss – Retail Traders Say HOOD Had It Worse - Stocktwits
Stocktwits · 2026-07-05 23:24 UTC
COIN Stock Drops After Wall Street Price Target Cuts On Q1 Earnings Miss – Retail Traders Say HOOD Had It Worse Stocktwits
來源連結
HOOD vs. COIN: Which Stock Looks Better for 2026? - TradingKey
TradingKey · 2026-07-05 13:31 UTC
HOOD vs. COIN: Which Stock Looks Better for 2026? TradingKey
來源連結
Coinbase (COIN) Stock Rises 9% as "Everything Exchange" Strategy Takes Shape - CoinCentral
CoinCentral · 2026-07-05 11:59 UTC
Coinbase (COIN) Stock Rises 9% as "Everything Exchange" Strategy Takes Shape CoinCentral
來源連結

QQQ Nasdaq 100 ETF

Chipmaker Selloff Drags Nasdaq 100 (NASDAQ: QQQ) Lower As Dow Jones (DJIA) Hits All-Time High - foreignpolicyjournal.com
foreignpolicyjournal.com · 2026-07-05 22:25 UTC
Chipmaker Selloff Drags Nasdaq 100 (NASDAQ: QQQ) Lower As Dow Jones (DJIA) Hits All-Time High foreignpolicyjournal.com
來源連結
SCHD ETF Is Beating VOO and QQQ This Year Despite Limited AI Exposure - Benzinga
Benzinga · 2026-07-05 22:16 UTC
SCHD ETF Is Beating VOO and QQQ This Year Despite Limited AI Exposure Benzinga
來源連結
VOO vs. QQQ: Which Is the Better Buy for Long-Term Investors? - The Motley Fool
The Motley Fool · 2026-07-05 16:00 UTC
VOO vs. QQQ: Which Is the Better Buy for Long-Term Investors? The Motley Fool
來源連結

2330.TW 台積電

個股：中環(2323)6/16～7/3取得台積電股票140張，每股均價2,398.88元 - 富聯網
富聯網 · 2026-07-05 23:10 UTC
個股：中環(2323)6/16～7/3取得台積電股票140張，每股均價2,398.88元富聯網
來源連結
2330 台積電 - 自由廣場》漫畫：香菇界的台積電- 股市爆料同學會 - CMoney
CMoney · 2026-07-05 21:42 UTC
2330 台積電 - 自由廣場》漫畫：香菇界的台積電- 股市爆料同學會 CMoney
來源連結

2454.TW 聯發科

今日未找到重要新聞。

2308.TW 台達電

台達電等20檔高價股期貨摩擦成本大降！期交所明日新制：千元以上最小跳動點變1元 - Yahoo股市
Yahoo股市 · 2026-07-05 08:14 UTC
台達電等20檔高價股期貨摩擦成本大降！期交所明日新制：千元以上最小跳動點變1元 Yahoo股市
來源連結

3167.TWO 大量

今日未找到重要新聞。

ONDS Ondas

Fargo Season 2 - Mafia Shootout Onds Stock (6DSqXyJXT5) - Fathom Journal
Fathom Journal · 2026-07-06 04:26 UTC
Fargo Season 2 - Mafia Shootout Onds Stock (6DSqXyJXT5) Fathom Journal
來源連結
Nasdaq, S&P 500, Dow Futures Rise After Fourth Of July Break As Investors Await Fed Minutes: SLS, ONDS, HOOD, MARA, HUT In Focus - Stocktwits
Stocktwits · 2026-07-06 00:59 UTC
Nasdaq, S&P 500, Dow Futures Rise After Fourth Of July Break As Investors Await Fed Minutes: SLS, ONDS, HOOD, MARA, HUT In Focus Stocktwits
來源連結
Why ONDS, RCAT And Other Drone Stocks Are Surging In Overnight Trading - Stocktwits
Stocktwits · 2026-07-05 08:40 UTC
Why ONDS, RCAT And Other Drone Stocks Are Surging In Overnight Trading Stocktwits
來源連結

NVTS Navitas Semiconductor

EBIT per share of Navitas Semiconductor Corporation Shs Thailand Depositary Receipts Repr 1 Sh – SET:NVTS23 - TradingView
TradingView · 2026-07-05 23:14 UTC
EBIT per share of Navitas Semiconductor Corporation Shs Thailand Depositary Receipts Repr 1 Sh – SET:NVTS23 TradingView
來源連結
Navitas Semiconductor: A Perfect Storm of Insider Profit-Taking and Share Dilution Cuts the Stock in - AD HOC NEWS
AD HOC NEWS · 2026-07-05 16:24 UTC
Navitas Semiconductor: A Perfect Storm of Insider Profit-Taking and Share Dilution Cuts the Stock in AD HOC NEWS
來源連結

MRVL Marvell

Marvell Technology, Inc. $MRVL Shares Acquired by Elevation Point Wealth Partners LLC - MarketBeat
MarketBeat · 2026-07-06 07:59 UTC
Marvell Technology, Inc. $MRVL Shares Acquired by Elevation Point Wealth Partners LLC MarketBeat
來源連結
Nvidia Stock Delay Opens A Window For Marvell And Other AI Chip Rivals - simplywall.st
simplywall.st · 2026-07-06 05:09 UTC
Nvidia Stock Delay Opens A Window For Marvell And Other AI Chip Rivals simplywall.st
來源連結
MRVL Stock Rises Premarket: Marvell Ships Over 5M Photonic Chips Ahead Of S&P 500 Entry - Stocktwits
Stocktwits · 2026-07-05 18:39 UTC
MRVL Stock Rises Premarket: Marvell Ships Over 5M Photonic Chips Ahead Of S&P 500 Entry Stocktwits
來源連結

IFNNY Infineon

Infineon Technologies aligns chip strategy with global semiconductor trends - AD HOC NEWS
AD HOC NEWS · 2026-07-06 06:01 UTC
Infineon Technologies aligns chip strategy with global semiconductor trends AD HOC NEWS
來源連結
Infineon’s AI Pivot Accelerates as Dresden Fab Opens Early and Nvidia Partnership Deepens - AD HOC NEWS
AD HOC NEWS · 2026-07-06 05:44 UTC
Infineon’s AI Pivot Accelerates as Dresden Fab Opens Early and Nvidia Partnership Deepens AD HOC NEWS
來源連結
Infineon stock stays guided by its core markets - AD HOC NEWS
AD HOC NEWS · 2026-07-05 18:39 UTC
Infineon stock stays guided by its core markets AD HOC NEWS
來源連結

2344.TW 華邦電

今日未找到重要新聞。

Hermes 新聞分析任務

每檔整理最重要 0-3 則新聞摘要。
判斷情緒：偏多 / 偏空 / 中性 / 混合 / 不明。
說明多空解讀。
分別評估短期 / 中期 / 長期影響。
發文動機只能寫成推測，並標示信心：低 / 中 / 高。
補上第二層思考：市場可能忽略什麼、哪些條件會反轉解讀。
列出需要人工確認的新聞或資料缺口。
僅根據本報告列出的 RSS 標題、來源、時間、連結與摘要；不要假裝讀過全文。

今日行動清單

NVDA Nvidia：持有 — 核心長抱，持續持有。
AVGO Broadcom：持有 — 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
MU Micron：出場 — 出場訊號：依規則應完全出場。
PLTR Palantir：持有 — 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
TSLA Tesla：持有 — 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
COIN Coinbase：出場 — 出場訊號：依規則應完全出場。
QQQ Nasdaq 100 ETF：持有 — 核心長抱，持續持有。
2330.TW 台積電：持有 — 核心長抱，持續持有。
2454.TW 聯發科：持有 — 核心長抱，持續持有。
2308.TW 台達電：持有 — 核心長抱，持續持有。
3167.TWO 大量：持有 — 暫不動作，先人工確認資料品質。
ONDS Ondas：出場 — 出場訊號：依規則應完全出場。
NVTS Navitas Semiconductor：出場 — 出場訊號：依規則應完全出場。
MRVL Marvell：持有 — 觀察，不進場；如有基本面或事件因素再人工確認。
IFNNY Infineon：持有 — 觀察，不進場；如有基本面或事件因素再人工確認。
2344.TW 華邦電：持有 — 觀察，不進場；如有基本面或事件因素再人工確認。

市場狀態

S&P 500 SPY

Nasdaq 100 QQQ

重大事件偵測

系統訊號 — 持股檢查

NVDA Nvidia

AVGO Broadcom

MU Micron

PLTR Palantir

TSLA Tesla

COIN Coinbase

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

3167.TWO 大量

ONDS Ondas

NVTS Navitas Semiconductor

系統訊號 — 候選股檢查

MRVL Marvell

IFNNY Infineon

2344.TW 華邦電

持股 vs 均線（MA20 / MA50 / MA200）

NVDA Nvidia

AVGO Broadcom

MU Micron

PLTR Palantir

TSLA Tesla

COIN Coinbase

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

ONDS Ondas

NVTS Navitas Semiconductor

標的新聞摘要

NVDA Nvidia

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - The Motley Fool

Nvidia Stock Is Down 13% Over the Last Month. Here's Why That Could Be Good News. - Yahoo Finance

Sentiment Could Be Turning Sour on Nvidia. Here’s Where 1 Analyst Thinks NVDA Stock Is Headed Next. - Barchart.com

AVGO Broadcom

Broadcom or Marvell: One AI Chip Stock Is a Buy, the Other Looks Too Expensive - TipRanks

Why Broadcom Inc.’s (AVGO) Custom AI Silicon Growth Still Supports Its Estimate Story - Yahoo Finance

Broadcom Inc. (AVGO) Barely Made The Cut As One Of Jim Cramer’s Best Performing Stocks - Yahoo Finance

MU Micron

Tokyo puts billions behind Micron’s chip plan - thestreet.com

Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade - Yahoo Finance

Micron Stock Investors Just Got Good News From Wall Street and Nvidia CEO Jensen Huang - The Motley Fool

PLTR Palantir

Why Palantir Stock Popped This Week - The Motley Fool

Why Palantir Stock Popped This Week - Yahoo Finance

Here is Why Palantir Technologies (PLTR) is One of BlackRock’s 30 Most Important AI Stock Picks - Yahoo Finance

TSLA Tesla

TSLA Stock Rises Overnight: Analyst Sees Rebound This Week After EV Delivery Surge, But Calls Stock ‘Fully-Priced’ - TradingView

Tesla’s blowout quarter comes with a warning sign - thestreet.com

Meta and Tesla Are Suddenly Worth the Same $1.48 Trillion. Which Stock Wins from Here? - The Motley Fool

COIN Coinbase

COIN Stock Drops After Wall Street Price Target Cuts On Q1 Earnings Miss – Retail Traders Say HOOD Had It Worse - Stocktwits

HOOD vs. COIN: Which Stock Looks Better for 2026? - TradingKey

Coinbase (COIN) Stock Rises 9% as "Everything Exchange" Strategy Takes Shape - CoinCentral

QQQ Nasdaq 100 ETF

Chipmaker Selloff Drags Nasdaq 100 (NASDAQ: QQQ) Lower As Dow Jones (DJIA) Hits All-Time High - foreignpolicyjournal.com

SCHD ETF Is Beating VOO and QQQ This Year Despite Limited AI Exposure - Benzinga

VOO vs. QQQ: Which Is the Better Buy for Long-Term Investors? - The Motley Fool

2330.TW 台積電

個股：中環(2323)6/16～7/3取得台積電股票140張，每股均價2,398.88元 - 富聯網

2330 台積電 - 自由廣場》漫畫：香菇界的台積電- 股市爆料同學會 - CMoney

2454.TW 聯發科

2308.TW 台達電

台達電等20檔高價股期貨摩擦成本大降！期交所明日新制：千元以上最小跳動點變1元 - Yahoo股市

3167.TWO 大量

ONDS Ondas

Fargo Season 2 - Mafia Shootout Onds Stock (6DSqXyJXT5) - Fathom Journal

Nasdaq, S&P 500, Dow Futures Rise After Fourth Of July Break As Investors Await Fed Minutes: SLS, ONDS, HOOD, MARA, HUT In Focus - Stocktwits

Why ONDS, RCAT And Other Drone Stocks Are Surging In Overnight Trading - Stocktwits

NVTS Navitas Semiconductor

EBIT per share of Navitas Semiconductor Corporation Shs Thailand Depositary Receipts Repr 1 Sh – SET:NVTS23 - TradingView

Navitas Semiconductor: A Perfect Storm of Insider Profit-Taking and Share Dilution Cuts the Stock in - AD HOC NEWS

MRVL Marvell

Marvell Technology, Inc. $MRVL Shares Acquired by Elevation Point Wealth Partners LLC - MarketBeat