Personal Investment Agent

每日投資儀表板

2026-07-26 · 產生時間 2026-07-26 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 738.93 · MA200 698.54

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 684.23 · MA200 643.17

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)	18.58	18.70	-0.64%	+25%	正常
Nasdaq 100 ETF (QQQ)	684.23	691.96	-1.12%	-3%	正常
S&P 500 ETF (SPY)	738.93	738.18	+0.10%	-2.5%	正常
US 10Y Yield (^TNX)	4.68	4.70	-0.2 bps	+25 bps	正常

系統訊號 — 持股檢查

NVDA Nvidia

核心 / 整理/中性 · 收盤 206.84 · MA20 203.33 · MA50 209.18 · 前低 197.97 · 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 206.84 仍在 MA200 192.91 之上，長期趨勢正常。

AVGO Broadcom

核心 / 整理/中性 · 收盤 392.47 · MA20 381.25 · MA50 400.09 · 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 392.47 仍在 MA200 364.70 之上，長期趨勢正常。

MU Micron

波段 / 整理/中性 · 收盤 920.95 · MA20 975.80 · MA50 955.39 · 前低 804.00 · 前高 1,255.00

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 920.95 跌破 MA50 955.39，中期趨勢轉弱。

PLTR Palantir

核心 / 整理/中性 · 收盤 122.92 · MA20 127.90 · MA50 131.61 · 前低 122.64 · 前高 136.88

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 122.92 跌破 MA200 154.29，長期趨勢轉弱。

TSLA Tesla

核心 / 衰退期 · 收盤 313.03 · MA20 388.72 · MA50 402.56 · 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 313.03 跌破 MA200 414.71，長期趨勢轉弱。

COIN Coinbase

波段 / 整理/中性 · 收盤 158.29 · MA20 160.32 · MA50 168.09 · 前低 152.58 · 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 158.29 跌破 MA50 168.09，中期趨勢轉弱。

QQQ Nasdaq 100 ETF

核心 / 衰退期 · 收盤 684.23 · MA20 711.71 · MA50 718.29 · 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 684.23 仍在 MA200 643.17 之上，長期趨勢正常。

2330.TW 台積電

核心 / 整理/中性 · 收盤 2,350.00 · MA20 2,416.75 · MA50 2,365.20 · 前低 2,290.00 · 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 2350.00 仍在 MA200 1872.47 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 整理/中性 · 收盤 3,750.00 · MA20 3,890.50 · MA50 4,056.20 · 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 3750.00 仍在 MA200 2262.12 之上，長期趨勢正常。

2308.TW 台達電

核心 / 衰退期 · 收盤 1,785.00 · MA20 1,889.25 · MA50 2,076.00 · 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 1785.00 仍在 MA200 1466.20 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 / 整理/中性 · 收盤 7.80 · MA20 7.49 · MA50 9.07 · 前低 6.22 · 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 7.80 跌破 MA50 9.07，中期趨勢轉弱。

NVTS Navitas Semiconductor

波段 / 衰退期 · 收盤 10.92 · MA20 13.83 · MA50 19.94 · 前低 10.74 · 前高 34.17

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 10.92 跌破 MA50 19.94，中期趨勢轉弱。

系統訊號 — 候選股檢查

MRVL Marvell

收盤 194.23 · MA20 229.56 · MA50 239.15 · 前低 177.95 · 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 72.06 · MA20 81.32 · MA50 85.93 · 前低 69.50 · 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 154.50 · MA20 173.95 · MA50 169.30 · 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

Big News for Nvidia Stock Investors - The Motley Fool
The Motley Fool · 2026-07-26 02:19 UTC
Big News for Nvidia Stock Investors The Motley Fool
來源連結
Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now? - Yahoo Finance UK
Yahoo Finance UK · 2026-07-25 19:04 UTC
Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now? Yahoo Finance UK
來源連結
Nvidia stock is doing something it hasn’t done in years - thestreet.com
thestreet.com · 2026-07-25 14:47 UTC
Nvidia stock is doing something it hasn’t done in years thestreet.com
來源連結

AVGO Broadcom

How Samsung’s US$200 Billion Chip Deal Will Impact Broadcom (AVGO) Investors - simplywall.st
simplywall.st · 2026-07-25 12:32 UTC
How Samsung’s US$200 Billion Chip Deal Will Impact Broadcom (AVGO) Investors simplywall.st
來源連結
Broadcom Stock Forecast: Why Did AVGO Drop 17% and Is Wall Street Missing the AI Story? - TradingKey
TradingKey · 2026-07-25 11:59 UTC
Broadcom Stock Forecast: Why Did AVGO Drop 17% and Is Wall Street Missing the AI Story? TradingKey
來源連結
Samsung Elec wins $200 billion Broadcom AI chip partnership, boosting foundry push - Euronext Markets: Real-time Stock Market Data | live
Euronext Markets: Real-time Stock Market Data | live · 2026-07-25 09:41 UTC
Samsung Elec wins $200 billion Broadcom AI chip partnership, boosting foundry push Euronext Markets: Real-time Stock Market Data | live
來源連結

MU Micron

Prediction: Micron Stock Will Return to All-Time Highs Soon - Yahoo Finance
Yahoo Finance · 2026-07-26 05:35 UTC
Prediction: Micron Stock Will Return to All-Time Highs Soon Yahoo Finance
來源連結
Prediction: Micron Stock Will Return to All-Time Highs Soon - The Motley Fool
The Motley Fool · 2026-07-26 05:17 UTC
Prediction: Micron Stock Will Return to All-Time Highs Soon The Motley Fool
來源連結
$Micron Technology (MU.US)$ - Moomoo
Moomoo · 2026-07-26 05:09 UTC
$Micron Technology (MU.US)$ Moomoo
來源連結

PLTR Palantir

Prediction: Palantir Stock Will Drop to This Price After Aug. 3 - The Motley Fool
The Motley Fool · 2026-07-26 07:30 UTC
Prediction: Palantir Stock Will Drop to This Price After Aug. 3 The Motley Fool
來源連結
Prediction: Palantir Stock Will Drop to This Price After Aug. 3 - Yahoo Finance
Yahoo Finance · 2026-07-26 07:12 UTC
Prediction: Palantir Stock Will Drop to This Price After Aug. 3 Yahoo Finance
來源連結
Palantir Grew Revenue 85% and Raised Full-Year Guidance by 10 Points — So Why Is PLTR Down 26% YTD? - TradingKey
TradingKey · 2026-07-25 18:03 UTC
Palantir Grew Revenue 85% and Raised Full-Year Guidance by 10 Points — So Why Is PLTR Down 26% YTD? TradingKey
來源連結

TSLA Tesla

Are Tesla Stock Investors Finally Losing Patience? - The Motley Fool
The Motley Fool · 2026-07-26 02:20 UTC
Are Tesla Stock Investors Finally Losing Patience? The Motley Fool
來源連結
Tesla Sank 15% on Its Q2 Miss. Wall Street's Average Price Target Now Implies 29% Upside. - Yahoo Finance
Yahoo Finance · 2026-07-25 16:57 UTC
Tesla Sank 15% on Its Q2 Miss. Wall Street's Average Price Target Now Implies 29% Upside. Yahoo Finance
來源連結
Tesla’s Revenue Beat Hid The Number That Actually Sank The Stock - Trefis
Trefis · 2026-07-25 14:43 UTC
Tesla’s Revenue Beat Hid The Number That Actually Sank The Stock Trefis
來源連結

COIN Coinbase

YOINK Price, YOINK Price, Live Charts, and Marketcap - Coinbase Germany - Coinbase
Coinbase · 2026-07-26 06:49 UTC
YOINK Price, YOINK Price, Live Charts, and Marketcap - Coinbase Germany Coinbase
來源連結
Robinhood Stock And 2 Market Infrastructure Picks For Rising Trading Activity - simplywall.st
simplywall.st · 2026-07-25 19:33 UTC
Robinhood Stock And 2 Market Infrastructure Picks For Rising Trading Activity simplywall.st
來源連結
Which Crypto Exchanges Can Buy and Sell US Stocks? Three Most Recommended Crypto Platforms in 2026: Binance, Coinbase, Bitget - TradingKey
TradingKey · 2026-07-25 16:32 UTC
Which Crypto Exchanges Can Buy and Sell US Stocks? Three Most Recommended Crypto Platforms in 2026: Binance, Coinbase, Bitget TradingKey
來源連結

QQQ Nasdaq 100 ETF

After Comparing Every Covered Call Nasdaq-100 ETF These 3 Pay Up to 14 Percent Without Capping Your AI Upside - 24/7 Wall St.
24/7 Wall St. · 2026-07-25 19:34 UTC
After Comparing Every Covered Call Nasdaq-100 ETF These 3 Pay Up to 14 Percent Without Capping Your AI Upside 24/7 Wall St.
來源連結
Hilltop Holdings Inc. Has $21.36 Million Holdings in Invesco QQQ $QQQ - MarketBeat
MarketBeat · 2026-07-25 10:17 UTC
Hilltop Holdings Inc. Has $21.36 Million Holdings in Invesco QQQ $QQQ MarketBeat
來源連結
Invesco QQQ $QQQ Shares Sold by Bridgewater Advisors Inc. - MarketBeat
MarketBeat · 2026-07-25 08:18 UTC
Invesco QQQ $QQQ Shares Sold by Bridgewater Advisors Inc. MarketBeat
來源連結

2330.TW 台積電

早早賣飛台積電改買6房收租！過來人嘆散戶抱不住：能長期持有的多是房產 - FTNN 新聞網
FTNN 新聞網 · 2026-07-25 10:10 UTC
早早賣飛台積電改買6房收租！過來人嘆散戶抱不住：能長期持有的多是房產 FTNN 新聞網
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

ONDS Stock Eyes Best Month Of 2026: New Defense Unit Lines Up Battlefield Drone Pitch To US Operators - Stocktwits
Stocktwits · 2026-07-25 20:45 UTC
ONDS Stock Eyes Best Month Of 2026: New Defense Unit Lines Up Battlefield Drone Pitch To US Operators Stocktwits
來源連結
$ONDS stock rose 19% this week. Here's what we see in our data. - Quiver Quantitative
Quiver Quantitative · 2026-07-25 16:37 UTC
$ONDS stock rose 19% this week. Here's what we see in our data. Quiver Quantitative
來源連結
Ondas Stock Gains Overnight: Institutional Stakes Surge Ahead Of Q1 Earnings, Retail Traders Expect A 'Wild' Day - Stocktwits
Stocktwits · 2026-07-25 12:36 UTC
Ondas Stock Gains Overnight: Institutional Stakes Surge Ahead Of Q1 Earnings, Retail Traders Expect A 'Wild' Day Stocktwits
來源連結

NVTS Navitas Semiconductor

Nasdaq, S&P 500 Futures Climb Despite Fresh US-Iran Strikes: Why NVDA, MU, NVTS, RDW, RACE Are Keeping Traders Engaged Today - Stocktwits
Stocktwits · 2026-07-25 15:05 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
Navitas Semiconductor Is Targeting AI's Hidden Power Problem - The Motley Fool
The Motley Fool · 2026-07-25 15:00 UTC
Navitas Semiconductor Is Targeting AI's Hidden Power Problem The Motley Fool
來源連結
NVTS: Navitas Semiconductor Corp Latest Stock Price, Analysis, News and Trading Ideas - Stocktwits
Stocktwits · 2026-07-25 09:19 UTC
NVTS: Navitas Semiconductor Corp Latest Stock Price, Analysis, News and Trading Ideas Stocktwits
來源連結

MRVL Marvell

Marvell Stock: Can Its Custom ASIC Pipeline Drive MRVL Above $230? - TradingKey
TradingKey · 2026-07-25 15:34 UTC
Marvell Stock: Can Its Custom ASIC Pipeline Drive MRVL Above $230? TradingKey
來源連結
Marvell Technology Stock (MRVL) Opinions on AI Infrastructure Growth Amid Market Pullback - Quiver Quantitative
Quiver Quantitative · 2026-07-25 14:06 UTC
Marvell Technology Stock (MRVL) Opinions on AI Infrastructure Growth Amid Market Pullback Quiver Quantitative
來源連結
MRVL Stock Is Ripping Overnight After Nvidia CEO Crowns It 'Next Trillion-Dollar Company' - Stocktwits
Stocktwits · 2026-07-25 09:41 UTC
MRVL Stock Is Ripping Overnight After Nvidia CEO Crowns It 'Next Trillion-Dollar Company' Stocktwits
來源連結

IFNNY Infineon

Infineon Faces a Pivotal Week as Big Tech Earnings Could Halt the Slide - AD HOC NEWS
AD HOC NEWS · 2026-07-26 06:11 UTC
Infineon Faces a Pivotal Week as Big Tech Earnings Could Halt the Slide AD HOC NEWS
來源連結
Infineon stock holds steady as profit and revenue trends stay key - AD HOC NEWS
AD HOC NEWS · 2026-07-26 05:04 UTC
Infineon stock holds steady as profit and revenue trends stay key AD HOC NEWS
來源連結
Infineon stock trades steadily as chipmaker leans on automotive growth and power electronics demand - AD HOC NEWS
AD HOC NEWS · 2026-07-26 05:01 UTC
Infineon stock trades steadily as chipmaker leans on automotive growth and power electronics demand 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 — 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

Big News for Nvidia Stock Investors - The Motley Fool

Is NVIDIA Corporation (NVDA) A Good Stock To Buy Now? - Yahoo Finance UK

Nvidia stock is doing something it hasn’t done in years - thestreet.com

AVGO Broadcom

How Samsung’s US$200 Billion Chip Deal Will Impact Broadcom (AVGO) Investors - simplywall.st

Broadcom Stock Forecast: Why Did AVGO Drop 17% and Is Wall Street Missing the AI Story? - TradingKey

Samsung Elec wins $200 billion Broadcom AI chip partnership, boosting foundry push - Euronext Markets: Real-time Stock Market Data | live

MU Micron

Prediction: Micron Stock Will Return to All-Time Highs Soon - Yahoo Finance

Prediction: Micron Stock Will Return to All-Time Highs Soon - The Motley Fool

$Micron Technology (MU.US)$ - Moomoo

PLTR Palantir

Prediction: Palantir Stock Will Drop to This Price After Aug. 3 - The Motley Fool

Prediction: Palantir Stock Will Drop to This Price After Aug. 3 - Yahoo Finance

Palantir Grew Revenue 85% and Raised Full-Year Guidance by 10 Points — So Why Is PLTR Down 26% YTD? - TradingKey

TSLA Tesla

Are Tesla Stock Investors Finally Losing Patience? - The Motley Fool

Tesla Sank 15% on Its Q2 Miss. Wall Street's Average Price Target Now Implies 29% Upside. - Yahoo Finance

Tesla’s Revenue Beat Hid The Number That Actually Sank The Stock - Trefis

COIN Coinbase

YOINK Price, YOINK Price, Live Charts, and Marketcap - Coinbase Germany - Coinbase

Robinhood Stock And 2 Market Infrastructure Picks For Rising Trading Activity - simplywall.st

Which Crypto Exchanges Can Buy and Sell US Stocks? Three Most Recommended Crypto Platforms in 2026: Binance, Coinbase, Bitget - TradingKey

QQQ Nasdaq 100 ETF

After Comparing Every Covered Call Nasdaq-100 ETF These 3 Pay Up to 14 Percent Without Capping Your AI Upside - 24/7 Wall St.

Hilltop Holdings Inc. Has $21.36 Million Holdings in Invesco QQQ $QQQ - MarketBeat

Invesco QQQ $QQQ Shares Sold by Bridgewater Advisors Inc. - MarketBeat

2330.TW 台積電

早早賣飛台積電改買6房收租！過來人嘆散戶抱不住：能長期持有的多是房產 - FTNN 新聞網

2454.TW 聯發科

2308.TW 台達電

3167.TWO 大量

ONDS Ondas

ONDS Stock Eyes Best Month Of 2026: New Defense Unit Lines Up Battlefield Drone Pitch To US Operators - Stocktwits

$ONDS stock rose 19% this week. Here's what we see in our data. - Quiver Quantitative

Ondas Stock Gains Overnight: Institutional Stakes Surge Ahead Of Q1 Earnings, Retail Traders Expect A 'Wild' Day - Stocktwits

NVTS Navitas Semiconductor

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

Navitas Semiconductor Is Targeting AI's Hidden Power Problem - The Motley Fool

NVTS: Navitas Semiconductor Corp Latest Stock Price, Analysis, News and Trading Ideas - Stocktwits

MRVL Marvell

Marvell Stock: Can Its Custom ASIC Pipeline Drive MRVL Above $230? - TradingKey

Marvell Technology Stock (MRVL) Opinions on AI Infrastructure Growth Amid Market Pullback - Quiver Quantitative