Personal Investment Agent

每日投資儀表板

2026-07-07 · 產生時間 2026-07-07 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 751.28 · MA200 692.74

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 722.82 · MA200 635.59

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)	15.91	15.57	+2.18%	+25%	正常
Nasdaq 100 ETF (QQQ)	722.82	712.60	+1.43%	-3%	正常
S&P 500 ETF (SPY)	751.28	744.78	+0.87%	-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 195.55 · MA20 202.33 · MA50 209.66 · 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 195.55 仍在 MA200 191.13 之上，長期趨勢正常。

AVGO Broadcom

核心 / 衰退期 · 收盤 373.90 · MA20 382.07 · MA50 408.45 · 前低 370.33 · 前高 414.64

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 373.90 仍在 MA200 361.52 之上，長期趨勢正常。

MU Micron

波段 / 整理/中性 · 收盤 984.75 · MA20 1,042.71 · MA50 862.03 · 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 984.75 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 132.54 · MA20 125.51 · MA50 134.18 · 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 132.54 跌破 MA200 157.73，長期趨勢轉弱。

TSLA Tesla

核心 / 整理/中性 · 收盤 419.77 · MA20 399.22 · MA50 407.07 · 前低 368.60 · 前高 445.60

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 419.77 仍在 MA200 418.60 之上，長期趨勢正常。

COIN Coinbase

波段 / 整理/中性 · 收盤 168.87 · MA20 158.37 · MA50 178.09 · 前低 139.18 · 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 168.87 跌破 MA50 178.09，中期趨勢轉弱。

QQQ Nasdaq 100 ETF

核心 / 主升段 · 收盤 722.82 · MA20 720.21 · MA50 710.50 · 前低 702.81 · 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 722.82 仍在 MA200 635.59 之上，長期趨勢正常。

2330.TW 台積電

核心 / 成長期（初升段） · 收盤 2,440.00 · MA20 2,395.25 · MA50 2,323.40 · 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 2440.00 仍在 MA200 1797.62 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 整理/中性 · 收盤 4,030.00 · MA20 4,271.75 · MA50 3,908.10 · 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 4030.00 仍在 MA200 2114.45 之上，長期趨勢正常。

2308.TW 台達電

核心 / 衰退期 · 收盤 1,890.00 · MA20 2,076.50 · MA50 2,162.00 · 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 1890.00 仍在 MA200 1400.33 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 7.82 · MA20 8.80 · MA50 9.76 · 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 7.82 跌破 MA50 9.76，中期趨勢轉弱。

NVTS Navitas Semiconductor

波段 / 整理/中性 · 收盤 15.23 · MA20 20.55 · MA50 21.28 · 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 15.23 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 249.27 · MA20 278.69 · MA50 225.47 · 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 87.95 · MA20 90.73 · MA50 83.01 · 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 174.00 · MA20 191.38 · MA50 154.04 · 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

NVDA Stock Swings In Premarket: Report Says Nvidia's Next-Gen AI Rack Delayed By A Year - Stocktwits
Stocktwits · 2026-07-06 15:03 UTC
NVDA Stock Swings In Premarket: Report Says Nvidia's Next-Gen AI Rack Delayed By A Year Stocktwits
來源連結
NVIDIA Falls 7% in a Month: Should You Still Hold NVDA Stock or Exit? - TradingView
TradingView · 2026-07-06 14:20 UTC
NVIDIA Falls 7% in a Month: Should You Still Hold NVDA Stock or Exit? TradingView
來源連結
META_TITLE_QUOTE - Yahoo Finance
Yahoo Finance · 2026-07-06 12:39 UTC
META_TITLE_QUOTE Yahoo Finance
來源連結

AVGO Broadcom

AVGO Stock Alert: What to Know as Broadcom, Apple Announce Expanded 5-Year Chip Deal - Barchart.com
Barchart.com · 2026-07-06 21:35 UTC
AVGO Stock Alert: What to Know as Broadcom, Apple Announce Expanded 5-Year Chip Deal Barchart.com
來源連結
Broadcom Stock Rises On New Apple Supply Deal - Investor's Business Daily
Investor's Business Daily · 2026-07-06 20:20 UTC
Broadcom Stock Rises On New Apple Supply Deal Investor's Business Daily
來源連結
AVGO Stock Is Rising Today – What's The Apple Connection? - Yahoo Finance
Yahoo Finance · 2026-07-06 13:37 UTC
AVGO Stock Is Rising Today – What's The Apple Connection? Yahoo Finance
來源連結

MU Micron

Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy? - The Motley Fool
The Motley Fool · 2026-07-07 00:50 UTC
Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy? The Motley Fool
來源連結
Micron Stock Rises. Analyst Calls Latest Selloff a Buying Opportunity. - Barron's
Barron's · 2026-07-06 20:47 UTC
Micron Stock Rises. Analyst Calls Latest Selloff a Buying Opportunity. Barron's
來源連結
Micron stock has now plunged to a surprising level - Yahoo Finance
Yahoo Finance · 2026-07-06 14:11 UTC
Micron stock has now plunged to a surprising level Yahoo Finance
來源連結

PLTR Palantir

Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year - 24/7 Wall St.
24/7 Wall St. · 2026-07-06 19:55 UTC
Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year 24/7 Wall St.
來源連結
Palantir's Pullback Creates A Rare Opportunity (NASDAQ:PLTR) - Seeking Alpha
Seeking Alpha · 2026-07-06 14:38 UTC
Palantir's Pullback Creates A Rare Opportunity (NASDAQ:PLTR) Seeking Alpha
來源連結
President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023 - Yahoo Finance
Yahoo Finance · 2026-07-06 08:32 UTC
President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023 Yahoo Finance
來源連結

TSLA Tesla

Tesla (TSLA) Stock Rises Following Robotaxi Launch in Miami - GuruFocus
GuruFocus · 2026-07-07 00:06 UTC
Tesla (TSLA) Stock Rises Following Robotaxi Launch in Miami GuruFocus
來源連結
Tesla Stock Rises After It Rolls Out Robo-Taxis In Miami - Barron's
Barron's · 2026-07-06 20:13 UTC
Tesla Stock Rises After It Rolls Out Robo-Taxis In Miami Barron's
來源連結
Why Did Tesla Stock Jump Today? - Yahoo Finance
Yahoo Finance · 2026-07-06 18:51 UTC
Why Did Tesla Stock Jump Today? Yahoo Finance
來源連結

COIN Coinbase

Coinbase Stock And The Shift Toward Tokenized US Equity Funds - simplywall.st
simplywall.st · 2026-07-07 05:00 UTC
Coinbase Stock And The Shift Toward Tokenized US Equity Funds simplywall.st
來源連結
Coinbase Global, Inc. (COIN) Beats Stock Market Upswing: What Investors Need to Know - Yahoo Finance Singapore
Yahoo Finance Singapore · 2026-07-06 21:45 UTC
Coinbase Global, Inc. (COIN) Beats Stock Market Upswing: What Investors Need to Know Yahoo Finance Singapore
來源連結
How Trump made more than $1B on crypto when most of his coin's investors lost money - 6abc Philadelphia
6abc Philadelphia · 2026-07-06 13:00 UTC
How Trump made more than $1B on crypto when most of his coin's investors lost money 6abc Philadelphia
來源連結

QQQ Nasdaq 100 ETF

Like It Or Not, SpaceX Set To Land In Millions Of Investors' Portfolios - Investor's Business Daily
Investor's Business Daily · 2026-07-06 21:07 UTC
Like It Or Not, SpaceX Set To Land In Millions Of Investors' Portfolios Investor's Business Daily
來源連結
Here's how SpaceX's Nasdaq-100 inclusion might affect options pricing - CNBC
CNBC · 2026-07-06 18:26 UTC
Here's how SpaceX's Nasdaq-100 inclusion might affect options pricing CNBC
來源連結
SpaceX Joins the Nasdaq-100 on July 7. Here Is What This Means for QQQ and QQQM Investors. - The Motley Fool
The Motley Fool · 2026-07-06 14:10 UTC
SpaceX Joins the Nasdaq-100 on July 7. Here Is What This Means for QQQ and QQQM Investors. The Motley Fool
來源連結

2330.TW 台積電

台股跳水45K是殺這裡？被動元件6檔綠光罩頂、國巨重挫8％掰了千金股台積電孤軍領漲15元無用 - Yahoo股市
Yahoo股市 · 2026-07-07 04:01 UTC
台股跳水45K是殺這裡？被動元件6檔綠光罩頂、國巨重挫8％掰了千金股台積電孤軍領漲15元無用 Yahoo股市
來源連結

2454.TW 聯發科

今日未找到重要新聞。

2308.TW 台達電

《證交所》今日單一證券鉅額成交股票：台達電、國巨*、廣達 - 富聯網
富聯網 · 2026-07-06 09:10 UTC
《證交所》今日單一證券鉅額成交股票：台達電、國巨*、廣達富聯網
來源連結

3167.TWO 大量

今日未找到重要新聞。

ONDS Ondas

Lockheed, Ondas move on tech-focused acquisitions - Washington Technology
Washington Technology · 2026-07-06 18:26 UTC
Lockheed, Ondas move on tech-focused acquisitions Washington Technology
來源連結
Lake Street reiterates Ondas stock Buy rating on Cyberhawk deal - Investing.com
Investing.com · 2026-07-06 13:51 UTC
Lake Street reiterates Ondas stock Buy rating on Cyberhawk deal Investing.com
來源連結
Ondas stock faces test as defense orders top resale shares - TechStock²
TechStock² · 2026-07-06 11:25 UTC
Ondas stock faces test as defense orders top resale shares TechStock²
來源連結

NVTS Navitas Semiconductor

Navitas Semiconductor will report Q2 results July 27 after market close - Stock Titan
Stock Titan · 2026-07-07 00:30 UTC
Navitas Semiconductor will report Q2 results July 27 after market close Stock Titan
來源連結
Nasdaq, S&P 500 Futures Climb Despite Fresh US-Iran Strikes: Why NVDA, MU, NVTS, RDW, RACE Are Keeping Traders Engaged Today - Stocktwits
Stocktwits · 2026-07-06 18:35 UTC
Nasdaq, S&P 500 Futures Climb Despite Fresh US-Iran Strikes: Why NVDA, MU, NVTS, RDW, RACE Are Keeping Traders Engaged Today Stocktwits
來源連結
NVTS Stock Plunges 41% in a Month: Hold Tight or Book Profits? - TradingView
TradingView · 2026-07-06 15:26 UTC
NVTS Stock Plunges 41% in a Month: Hold Tight or Book Profits? TradingView
來源連結

MRVL Marvell

Marvell Technology and NXP Semiconductors Shares Are Soaring, What You Need To Know - Yahoo Finance
Yahoo Finance · 2026-07-06 22:44 UTC
Marvell Technology and NXP Semiconductors Shares Are Soaring, What You Need To Know Yahoo Finance
來源連結
Could This AI Chip Stock Be the Next Micron? - The Motley Fool
The Motley Fool · 2026-07-06 18:29 UTC
Could This AI Chip Stock Be the Next Micron? The Motley Fool
來源連結
Marvell Technology (MRVL) Deepens NVIDIA Tie Up With NVLink Role In AI Infrastructure - Yahoo Finance
Yahoo Finance · 2026-07-06 10:07 UTC
Marvell Technology (MRVL) Deepens NVIDIA Tie Up With NVLink Role In AI Infrastructure Yahoo Finance
來源連結

IFNNY Infineon

Why is Infineon Technologies stock slipping today? - Investing.com
Investing.com · 2026-07-07 07:59 UTC
Why is Infineon Technologies stock slipping today? Investing.com
來源連結
U.S. trade ruling blocks Innoscience GaN products from the market - Stock Titan
Stock Titan · 2026-07-07 06:50 UTC
U.S. trade ruling blocks Innoscience GaN products from the market Stock Titan
來源連結
Infineon holds steady. Focus stays on business execution. - AD HOC NEWS
AD HOC NEWS · 2026-07-06 18:26 UTC
Infineon holds steady. Focus stays on business execution. 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 — 核心長抱，持續持有。
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 — 核心長抱，持續持有。
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

NVDA Stock Swings In Premarket: Report Says Nvidia's Next-Gen AI Rack Delayed By A Year - Stocktwits

NVIDIA Falls 7% in a Month: Should You Still Hold NVDA Stock or Exit? - TradingView

META_TITLE_QUOTE - Yahoo Finance

AVGO Broadcom

AVGO Stock Alert: What to Know as Broadcom, Apple Announce Expanded 5-Year Chip Deal - Barchart.com

Broadcom Stock Rises On New Apple Supply Deal - Investor's Business Daily

AVGO Stock Is Rising Today – What's The Apple Connection? - Yahoo Finance

MU Micron

Micron Stock Is Down 22% From Its High. Is the Trillion-Dollar Chipmaker's Dip a Buy? - The Motley Fool

Micron Stock Rises. Analyst Calls Latest Selloff a Buying Opportunity. - Barron's

Micron stock has now plunged to a surprising level - Yahoo Finance

PLTR Palantir

Was Michael Burry Right About Palantir? PLTR Is Still Down Over the Past Year - 24/7 Wall St.

Palantir's Pullback Creates A Rare Opportunity (NASDAQ:PLTR) - Seeking Alpha

President Trump Sells Palantir Stock and Buys an AI Stock Up 2,100% Since 2023 - Yahoo Finance

TSLA Tesla

Tesla (TSLA) Stock Rises Following Robotaxi Launch in Miami - GuruFocus

Tesla Stock Rises After It Rolls Out Robo-Taxis In Miami - Barron's

Why Did Tesla Stock Jump Today? - Yahoo Finance

COIN Coinbase

Coinbase Stock And The Shift Toward Tokenized US Equity Funds - simplywall.st

Coinbase Global, Inc. (COIN) Beats Stock Market Upswing: What Investors Need to Know - Yahoo Finance Singapore

How Trump made more than $1B on crypto when most of his coin's investors lost money - 6abc Philadelphia

QQQ Nasdaq 100 ETF

Like It Or Not, SpaceX Set To Land In Millions Of Investors' Portfolios - Investor's Business Daily

Here's how SpaceX's Nasdaq-100 inclusion might affect options pricing - CNBC

SpaceX Joins the Nasdaq-100 on July 7. Here Is What This Means for QQQ and QQQM Investors. - The Motley Fool

2330.TW 台積電

台股跳水45K是殺這裡？被動元件6檔綠光罩頂、國巨重挫8％掰了千金股台積電孤軍領漲15元無用 - Yahoo股市

2454.TW 聯發科

2308.TW 台達電

《證交所》今日單一證券鉅額成交股票：台達電、國巨*、廣達 - 富聯網

3167.TWO 大量

ONDS Ondas

Lockheed, Ondas move on tech-focused acquisitions - Washington Technology

Lake Street reiterates Ondas stock Buy rating on Cyberhawk deal - Investing.com

Ondas stock faces test as defense orders top resale shares - TechStock²

NVTS Navitas Semiconductor

Navitas Semiconductor will report Q2 results July 27 after market close - Stock Titan

Nasdaq, S&P 500 Futures Climb Despite Fresh US-Iran Strikes: Why NVDA, MU, NVTS, RDW, RACE Are Keeping Traders Engaged Today - Stocktwits

NVTS Stock Plunges 41% in a Month: Hold Tight or Book Profits? - TradingView

MRVL Marvell

Marvell Technology and NXP Semiconductors Shares Are Soaring, What You Need To Know - Yahoo Finance