Personal Investment Agent

每日投資儀表板

2026-07-20 · 產生時間 2026-07-20 08:00 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 743.29 · MA200 696.69

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 695.33 · MA200 640.84

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)18.4718.77-1.60%+25%正常
Nasdaq 100 ETF (QQQ)695.33705.94-1.50%-3%正常
S&P 500 ETF (SPY)743.29750.72-0.99%-2.5%正常
US 10Y Yield (^TNX)4.544.57-0.3 bps+25 bps正常

系統訊號 — 持股檢查

NVDA Nvidia

核心 / 整理/中性 · 收盤 202.81 · MA20 202.12 · MA50 209.91 · 前低 189.80 · 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 202.81 仍在 MA200 192.40 之上，長期趨勢正常。

AVGO Broadcom

核心 / 衰退期 · 收盤 370.83 · MA20 381.84 · MA50 402.94 · 前低 356.43 · 前高 407.52

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 370.83 仍在 MA200 363.63 之上，長期趨勢正常。

MU Micron

波段 / 整理/中性 · 收盤 848.95 · MA20 1,023.42 · MA50 933.69 · 前低 891.66 · 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 848.95 跌破前波低點 891.66，多頭結構被破壞。

PLTR Palantir

核心 / 整理/中性 · 收盤 132.38 · MA20 125.25 · MA50 132.48 · 前低 106.37 · 前高 138.90

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 132.38 跌破 MA200 155.64，長期趨勢轉弱。

TSLA Tesla

核心 / 整理/中性 · 收盤 380.84 · MA20 397.85 · MA50 409.80 · 前低 368.60 · 前高 432.86

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 380.84 跌破 MA200 417.05，長期趨勢轉弱。

COIN Coinbase

波段 / 衰退期 · 收盤 157.12 · MA20 158.17 · MA50 171.98 · 前低 139.18 · 前高 173.09

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 157.12 跌破 MA50 171.98，中期趨勢轉弱。

QQQ Nasdaq 100 ETF

核心 / 整理/中性 · 收盤 695.33 · MA20 718.35 · MA50 719.01 · 前低 700.91 · 前高 737.62

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 695.33 仍在 MA200 640.84 之上，長期趨勢正常。

2330.TW 台積電

核心 / 整理/中性 · 收盤 2,320.00 · MA20 2,419.00 · MA50 2,353.50 · 前低 2,325.00 · 前高 2,505.00

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 2320.00 仍在 MA200 1850.58 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 整理/中性 · 收盤 3,340.00 · MA20 3,983.75 · MA50 4,042.90 · 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 3340.00 仍在 MA200 2215.05 之上，長期趨勢正常。

2308.TW 台達電

核心 / 衰退期 · 收盤 1,705.00 · MA20 1,913.75 · MA50 2,103.60 · 前低 1,790.00 · 前高 2,135.00

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 1705.00 仍在 MA200 1447.20 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 6.53 · MA20 7.68 · MA50 9.22 · 前低 7.31 · 前高 14.16

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 6.53 跌破前波低點 7.31，多頭結構被破壞。

NVTS Navitas Semiconductor

波段 / 衰退期 · 收盤 11.46 · MA20 16.09 · MA50 20.59 · 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 11.46 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 188.68 · MA20 251.46 · MA50 235.55 · 前低 244.00 · 前高 300.00

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 73.10 · MA20 86.05 · MA50 85.50 · 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 151.00 · MA20 183.97 · MA50 166.36 · 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

165.17235.742026-01-262026-07-17CLOSEMA20MA50MA200

AVGO Broadcom

293.41481.572026-01-262026-07-17CLOSEMA20MA50MA200

MU Micron

279.331213.562026-01-262026-07-17CLOSEMA20MA50MA200

PLTR Palantir

107.27176.432026-01-262026-07-17CLOSEMA20MA50MA200

TSLA Tesla

343.25445.272026-01-262026-07-17CLOSEMA20MA50MA200

COIN Coinbase

141.09263.072026-01-262026-07-17CLOSEMA20MA50MA200

QQQ Nasdaq 100 ETF

558.28746.162026-01-262026-07-17CLOSEMA20MA50MA200

2330.TW 台積電

1506.402510.002026-01-162026-07-20CLOSEMA20MA50MA200

2454.TW 聯發科

1368.204640.002026-01-162026-07-20CLOSEMA20MA50MA200

2308.TW 台達電

965.882520.002026-01-162026-07-20CLOSEMA20MA50MA200

ONDS Ondas

6.5313.582026-01-262026-07-17CLOSEMA20MA50MA200

NVTS Navitas Semiconductor

7.4331.792026-01-262026-07-17CLOSEMA20MA50MA200

標的新聞摘要

NVDA Nvidia

  1. One Date Nvidia Investors Should Not Overlook This July - Yahoo Finance

    Yahoo Finance · 2026-07-20 07:20 UTC

    One Date Nvidia Investors Should Not Overlook This July Yahoo Finance

    來源連結

  2. After Nvidia (NASDAQ:NVDA): AI Platform Stocks Poised for Upside - TechStock²

    TechStock² · 2026-07-19 19:47 UTC

    After Nvidia (NASDAQ:NVDA): AI Platform Stocks Poised for Upside TechStock²

    來源連結

  3. Why Analysts Still See Nvidia as the Top Chip Stock to Buy for Q2 Earnings Season - Barchart.com

    Barchart.com · 2026-07-19 13:15 UTC

    Why Analysts Still See Nvidia as the Top Chip Stock to Buy for Q2 Earnings Season Barchart.com

    來源連結

AVGO Broadcom

  1. Broadcom Stock Forecast: Why Did AVGO Fall After $13.5B Earnings and What's Next? - TradingKey

    TradingKey · 2026-07-19 14:10 UTC

    Broadcom Stock Forecast: Why Did AVGO Fall After $13.5B Earnings and What's Next? TradingKey

    來源連結

  2. 3 Stocks I'm Buying After Taiwan Semiconductor's Stellar Announcement - The Motley Fool

    The Motley Fool · 2026-07-19 12:07 UTC

    3 Stocks I'm Buying After Taiwan Semiconductor's Stellar Announcement The Motley Fool

    來源連結

  3. 3 High-Growth Dividend Stocks to Buy in July - 24/7 Wall St.

    24/7 Wall St. · 2026-07-19 12:00 UTC

    3 High-Growth Dividend Stocks to Buy in July 24/7 Wall St.

    來源連結

MU Micron

  1. Memory Chips Just Fell Into a Bear Market. Micron Is Down 30% From Its High Even as AI Demand Booms. - Yahoo Finance

    Yahoo Finance · 2026-07-20 00:03 UTC

    Memory Chips Just Fell Into a Bear Market. Micron Is Down 30% From Its High Even as AI Demand Booms. Yahoo Finance

    來源連結

  2. Micron (MU) Reaches $1 Trillion Value As Auto AI Deals Deepen - Yahoo Finance

    Yahoo Finance · 2026-07-19 23:11 UTC

    Micron (MU) Reaches $1 Trillion Value As Auto AI Deals Deepen Yahoo Finance

    來源連結

  3. Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy? - Yahoo Finance

    Yahoo Finance · 2026-07-19 16:00 UTC

    Micron Has Strong Q3 Earnings and Rising Guidance. Is It a Buy? Yahoo Finance

    來源連結

PLTR Palantir

  1. Palantir Technologies Insider Sold Shares Worth $2,144,770, According to a Recent SEC Filing - marketscreener.com

    marketscreener.com · 2026-07-20 07:47 UTC

    Palantir Technologies Insider Sold Shares Worth $2,144,770, According to a Recent SEC Filing marketscreener.com

    來源連結

  2. Palantir: The Stock Is Richly Valued With a Forward P/S Multiple of Over 40x, but Is the Growth Story Still Worth Buying Into? - The Globe and Mail

    The Globe and Mail · 2026-07-20 05:26 UTC

    Palantir: The Stock Is Richly Valued With a Forward P/S Multiple of Over 40x, but Is the Growth Story Still Worth Buying Into? The Globe and Mail

    來源連結

  3. Palantir: The Stock Is Richly Valued With a Forward P/S Multiple of Over 40x, but Is the Growth Story Still Worth Buying Into? - The Motley Fool

    The Motley Fool · 2026-07-20 05:14 UTC

    Palantir: The Stock Is Richly Valued With a Forward P/S Multiple of Over 40x, but Is the Growth Story Still Worth Buying Into? The Motley Fool

    來源連結

TSLA Tesla

  1. Futures Mixed Amid Iran News; Big Earnings Due - Investor's Business Daily

    Investor's Business Daily · 2026-07-20 03:04 UTC

    Futures Mixed Amid Iran News; Big Earnings Due Investor's Business Daily

    來源連結

  2. TSLA Stock Rises Overnight On Germany Ramp Ahead Of Q2: Analyst Sees 10% Delivery Jump This Year, Improving Margins - TradingView

    TradingView · 2026-07-20 01:57 UTC

    TSLA Stock Rises Overnight On Germany Ramp Ahead Of Q2: Analyst Sees 10% Delivery Jump This Year, Improving Margins TradingView

    來源連結

  3. Tesla Heads Into Its July 22 Earnings Down 22%, and One Firm Sees a 67% Plunge From Here. Who's Right? - Yahoo Finance

    Yahoo Finance · 2026-07-19 15:03 UTC

    Tesla Heads Into Its July 22 Earnings Down 22%, and One Firm Sees a 67% Plunge From Here. Who's Right? Yahoo Finance

    來源連結

COIN Coinbase

  1. How Investors May Respond To Coinbase (COIN) Legal Leadership Transition Amid Intensifying Crypto Policy Debates - simplywall.st

    simplywall.st · 2026-07-19 22:18 UTC

    How Investors May Respond To Coinbase (COIN) Legal Leadership Transition Amid Intensifying Crypto Policy Debates simplywall.st

    來源連結

  2. Simon Quick Advisors LLC Has $1.49 Million Stock Holdings in Coinbase Global, Inc. $COIN - MarketBeat

    MarketBeat · 2026-07-19 09:23 UTC

    Simon Quick Advisors LLC Has $1.49 Million Stock Holdings in Coinbase Global, Inc. $COIN MarketBeat

    來源連結

  3. Kera Capital Partners Inc. Sells 38,252 Shares of Coinbase Global, Inc. $COIN - MarketBeat

    MarketBeat · 2026-07-19 09:23 UTC

    Kera Capital Partners Inc. Sells 38,252 Shares of Coinbase Global, Inc. $COIN MarketBeat

    來源連結

QQQ Nasdaq 100 ETF

  1. AlTi Global Inc. Boosts Stock Position in Invesco QQQ $QQQ - MarketBeat

    MarketBeat · 2026-07-20 07:23 UTC

    AlTi Global Inc. Boosts Stock Position in Invesco QQQ $QQQ MarketBeat

    來源連結

  2. Think QQQ Is Concentrated? This Nasdaq ETF Bets Even Harder on Big Tech (And It's Winning) - 24/7 Wall St.

    24/7 Wall St. · 2026-07-19 14:32 UTC

    Think QQQ Is Concentrated? This Nasdaq ETF Bets Even Harder on Big Tech (And It's Winning) 24/7 Wall St.

    來源連結

  3. 6,367 Shares in Invesco QQQ $QQQ Acquired by Spartan Wealth Advisory Services LLC - MarketBeat

    MarketBeat · 2026-07-19 09:55 UTC

    6,367 Shares in Invesco QQQ $QQQ Acquired by Spartan Wealth Advisory Services LLC MarketBeat

    來源連結

2330.TW 台積電

  1. 台積電利空出盡了？盤中漲55元至2345元 分析師憂還沒跌完 - Yahoo股市

    Yahoo股市 · 2026-07-20 03:48 UTC

    台積電利空出盡了？盤中漲55元至2345元 分析師憂還沒跌完 Yahoo股市

    來源連結

  2. 台積電股價站回2345元能買？財務長發聲：無法控制市場「只能做一事」！5大外資報告、目標價揭買點 - 今周刊

    今周刊 · 2026-07-20 03:33 UTC

    台積電股價站回2345元能買？財務長發聲：無法控制市場「只能做一事」！5大外資報告、目標價揭買點 今周刊

    來源連結

  3. 台積電上榜！分析師點名「3檔回檔股」可逆勢投資的買點曝光 - 自由財經

    自由財經 · 2026-07-20 02:03 UTC

    台積電上榜！分析師點名「3檔回檔股」可逆勢投資的買點曝光 自由財經

    來源連結

2454.TW 聯發科

今日未找到重要新聞。

2308.TW 台達電

今日未找到重要新聞。

3167.TWO 大量

今日未找到重要新聞。

ONDS Ondas

  1. Ondas Stock Climbs After Seven Weeks In The Red: Retail Hopes For 'Drone Rally' As US-Iran War Rages On - Stocktwits

    Stocktwits · 2026-07-20 05:07 UTC

    Ondas Stock Climbs After Seven Weeks In The Red: Retail Hopes For 'Drone Rally' As US-Iran War Rages On Stocktwits

    來源連結

  2. Ondas Stock Climbs After Seven Weeks In The Red: Retail Hopes For 'Drone Rally' As US-Iran War Rages On - TradingView

    TradingView · 2026-07-20 05:03 UTC

    Ondas Stock Climbs After Seven Weeks In The Red: Retail Hopes For 'Drone Rally' As US-Iran War Rages On TradingView

    來源連結

  3. Ondas (NASDAQ:ONDS) trading volume exceeds shares outstanding amid DZYNE acquisition scrutiny - TechStock²

    TechStock² · 2026-07-19 12:59 UTC

    Ondas (NASDAQ:ONDS) trading volume exceeds shares outstanding amid DZYNE acquisition scrutiny TechStock²

    來源連結

NVTS Navitas Semiconductor

  1. Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors - The Motley Fool

    The Motley Fool · 2026-07-19 23:18 UTC

    Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors The Motley Fool

    來源連結

  2. Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors - The Globe and Mail

    The Globe and Mail · 2026-07-19 22:59 UTC

    Advanced Micro Devices vs. Navitas Semiconductor: Here's What The Quarterly Revenue Trends of These Artificial Intelligence Companies Reveal to Investors The Globe and Mail

    來源連結

  3. ​Is NVTS The Next Big AI Semiconductor Stock? (Deep Dive) NVTS STOCK PODCAST TODAY PRICE ANALYSIS Black Sea (lXvPN93psz) - Mshale

    Mshale · 2026-07-19 16:41 UTC

    ​Is NVTS The Next Big AI Semiconductor Stock? (Deep Dive) NVTS STOCK PODCAST TODAY PRICE ANALYSIS Black Sea (lXvPN93psz) Mshale

    來源連結

MRVL Marvell

  1. Wall Street Is Warming to Marvell After Its XConn Acquisition. Here’s The Price Target - 24/7 Wall St.

    24/7 Wall St. · 2026-07-19 17:30 UTC

    Wall Street Is Warming to Marvell After Its XConn Acquisition. Here’s The Price Target 24/7 Wall St.

    來源連結

  2. Marvell Stock Has Fallen 40% From Its High. Could This Be the Turning Point? - TIKR.com

    TIKR.com · 2026-07-19 15:43 UTC

    Marvell Stock Has Fallen 40% From Its High. Could This Be the Turning Point? TIKR.com

    來源連結

  3. Little House Capital LLC Buys Shares of 12,327 Marvell Technology, Inc. $MRVL - MarketBeat

    MarketBeat · 2026-07-19 10:45 UTC

    Little House Capital LLC Buys Shares of 12,327 Marvell Technology, Inc. $MRVL MarketBeat

    來源連結

IFNNY Infineon

  1. Infineon stock trades near recent highs as power semiconductor demand supports growth - ad-hoc-news.de

    ad-hoc-news.de · 2026-07-20 04:30 UTC

    Infineon stock trades near recent highs as power semiconductor demand supports growth ad-hoc-news.de

    來源連結

  2. Infineon's Stock Tumbles Amid €5bn Fab Launch, Leaving Analysts Divided by Nearly 80% - ad-hoc-news.de

    ad-hoc-news.de · 2026-07-20 01:02 UTC

    Infineon's Stock Tumbles Amid €5bn Fab Launch, Leaving Analysts Divided by Nearly 80% ad-hoc-news.de

    來源連結

  3. Infineon's 30-Day Sell-Off Pushes Shares into Oversold Territory as Strong Fundamentals Take a Back - ad-hoc-news.de

    ad-hoc-news.de · 2026-07-19 19:23 UTC

    Infineon's 30-Day Sell-Off Pushes Shares into Oversold Territory as Strong Fundamentals Take a Back ad-hoc-news.de

    來源連結

2344.TW 華邦電

  1. 個股：吉祥全(2491)7/17處分華邦電股票2,000張，獲利約1.12億元 - 富聯網

    富聯網 · 2026-07-19 23:07 UTC

    個股：吉祥全(2491)7/17處分華邦電股票2,000張，獲利約1.12億元 富聯網

    來源連結

Hermes 新聞分析任務

今日行動清單

  1. NVDA Nvidia：持有 — 核心長抱，持續持有。
  2. AVGO Broadcom：持有 — 核心長抱，持續持有。
  3. MU Micron：出場 — 出場訊號：依規則應完全出場。
  4. 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。
  5. 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。
  6. COIN Coinbase：出場 — 出場訊號：依規則應完全出場。
  7. QQQ Nasdaq 100 ETF：持有 — 核心長抱，持續持有。
  8. 2330.TW 台積電：持有 — 核心長抱，持續持有。
  9. 2454.TW 聯發科：持有 — 核心長抱，持續持有。
  10. 2308.TW 台達電：持有 — 核心長抱，持續持有。
  11. 3167.TWO 大量：持有 — 暫不動作，先人工確認資料品質。
  12. ONDS Ondas：出場 — 出場訊號：依規則應完全出場。
  13. NVTS Navitas Semiconductor：出場 — 出場訊號：依規則應完全出場。
  14. MRVL Marvell：持有 — 觀察，不進場；如有基本面或事件因素再人工確認。
  15. IFNNY Infineon：持有 — 觀察，不進場；如有基本面或事件因素再人工確認。
  16. 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。