Personal Investment Agent

每日投資儀表板

2026-08-03 · 產生時間 2026-08-03 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 747.03 · MA200 700.39

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 687.99 · MA200 645.04

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)	16.11	15.99	+0.75%	+25%	正常
Nasdaq 100 ETF (QQQ)	687.99	683.55	+0.65%	-3%	正常
S&P 500 ETF (SPY)	747.03	741.69	+0.72%	-2.5%	正常
US 10Y Yield (^TNX)	4.74	4.66	+0.8 bps	+25 bps	正常

系統訊號 — 持股檢查

NVDA Nvidia

核心 / 衰退期 · 收盤 200.75 · MA20 203.30 · MA50 206.17 · 前低 197.97 · 前高 214.39

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 200.75 仍在 MA200 193.11 之上，長期趨勢正常。

AVGO Broadcom

核心 / 整理/中性 · 收盤 389.28 · MA20 384.73 · MA50 395.31 · 前低 357.80 · 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 389.28 仍在 MA200 365.95 之上，長期趨勢正常。

MU Micron

波段 / 整理/中性 · 收盤 823.03 · MA20 911.69 · MA50 964.85 · 前低 804.00 · 前高 1,011.77

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 823.03 跌破 MA50 964.85，中期趨勢轉弱。

PLTR Palantir

核心 / 整理/中性 · 收盤 123.06 · MA20 129.05 · MA50 130.72 · 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 123.06 跌破 MA200 152.89，長期趨勢轉弱。

TSLA Tesla

核心 / 衰退期 · 收盤 311.21 · MA20 363.93 · MA50 390.76 · 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 311.21 跌破 MA200 411.60，長期趨勢轉弱。

COIN Coinbase

波段 / 整理/中性 · 收盤 146.26 · MA20 162.01 · MA50 164.35 · 前低 152.58 · 前高 181.49

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 146.26 跌破前波低點 152.58，多頭結構被破壞。

QQQ Nasdaq 100 ETF

核心 / 衰退期 · 收盤 687.99 · MA20 701.02 · MA50 715.09 · 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 687.99 仍在 MA200 645.04 之上，長期趨勢正常。

2330.TW 台積電

核心 / 整理/中性 · 收盤 2,370.00 · MA20 2,375.50 · MA50 2,374.20 · 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 2370.00 仍在 MA200 1901.85 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 整理/中性 · 收盤 3,910.00 · MA20 3,675.00 · MA50 4,064.00 · 前低 3,240.00 · 前高 4,050.00

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 3910.00 仍在 MA200 2327.03 之上，長期趨勢正常。

2308.TW 台達電

核心 / 衰退期 · 收盤 1,580.00 · MA20 1,774.00 · MA50 2,026.60 · 前低 1,665.00 · 前高 1,950.00

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 1580.00 仍在 MA200 1487.89 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 7.49 · MA20 7.41 · MA50 8.83 · 前低 6.22 · 前高 8.58

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 7.49 跌破 MA50 8.83，中期趨勢轉弱。

NVTS Navitas Semiconductor

波段 / 衰退期 · 收盤 10.86 · MA20 12.28 · MA50 18.92 · 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 10.86 跌破 MA50 18.92，中期趨勢轉弱。

系統訊號 — 候選股檢查

MRVL Marvell

收盤 187.56 · MA20 206.47 · MA50 239.45 · 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 71.23 · MA20 75.78 · MA50 85.06 · 前低 69.50 · 前高 79.90

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 143.00 · MA20 157.65 · MA50 171.17 · 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

Nvidia has fallen sharply from 2026 highs. Is the stock now an attractive Buy? - Investing.com
Investing.com · 2026-08-03 03:15 UTC
Nvidia has fallen sharply from 2026 highs. Is the stock now an attractive Buy? Investing.com
來源連結
Nvidia (NVDA) Stock May Be 15% Below Fair Value As AI Debt Risk Grows - Yahoo Finance
Yahoo Finance · 2026-08-02 13:08 UTC
Nvidia (NVDA) Stock May Be 15% Below Fair Value As AI Debt Risk Grows Yahoo Finance
來源連結
Prediction: Nvidia Stock Will Skyrocket on Aug. 26 - The Motley Fool
The Motley Fool · 2026-08-02 08:30 UTC
Prediction: Nvidia Stock Will Skyrocket on Aug. 26 The Motley Fool
來源連結

AVGO Broadcom

Broadcom (AVGO) Earnings: What to Expect This Quarter - Moomoo
Moomoo · 2026-08-02 14:17 UTC
Broadcom (AVGO) Earnings: What to Expect This Quarter Moomoo
來源連結
3 Top Tech Stocks for Long-Term Growth and Income - The Motley Fool
The Motley Fool · 2026-08-02 10:38 UTC
3 Top Tech Stocks for Long-Term Growth and Income The Motley Fool
來源連結
AVGO Stock: Why Broadcom Fell 15% on a Record Quarter - top1markets.com
top1markets.com · 2026-08-02 10:21 UTC
AVGO Stock: Why Broadcom Fell 15% on a Record Quarter top1markets.com
來源連結

MU Micron

Micron Stock Falls. Here’s What’s Overshadowing Big Tech Spending. - Barron's
Barron's · 2026-08-02 23:12 UTC
Micron Stock Falls. Here’s What’s Overshadowing Big Tech Spending. Barron's
來源連結
Micron Technology Stock Is Plummeting, but Here's Why I'm Not Buying the Dip - Yahoo Finance
Yahoo Finance · 2026-08-02 17:45 UTC
Micron Technology Stock Is Plummeting, but Here's Why I'm Not Buying the Dip Yahoo Finance
來源連結
Micron Stock Is Down 39% From Its High. History Suggests a $5,000 Investment Now Will Be Worth This Much by Mid-2028. - The Motley Fool
The Motley Fool · 2026-08-02 12:30 UTC
Micron Stock Is Down 39% From Its High. History Suggests a $5,000 Investment Now Will Be Worth This Much by Mid-2028. The Motley Fool
來源連結

PLTR Palantir

Palantir Earnings Will Show If the Software Rocket Is Running Out of Fuel - Barron's
Barron's · 2026-08-03 06:30 UTC
Palantir Earnings Will Show If the Software Rocket Is Running Out of Fuel Barron's
來源連結
PLTR Stock Is 40% Off Its Peak: Will Q2 Earnings Turn Things Around For Good? - Stocktwits
Stocktwits · 2026-08-03 02:33 UTC
PLTR Stock Is 40% Off Its Peak: Will Q2 Earnings Turn Things Around For Good? Stocktwits
來源連結
Palantir Stock Cheapest It Has Been in Three Years as Earnings Loom - Benzinga
Benzinga · 2026-08-02 19:10 UTC
Palantir Stock Cheapest It Has Been in Three Years as Earnings Loom Benzinga
來源連結

TSLA Tesla

Tesla Missed Earnings by 38%, but Elon Musk Isn't Worried. Here's What Investors Should Make of That. - The Motley Fool
The Motley Fool · 2026-08-03 07:34 UTC
Tesla Missed Earnings by 38%, but Elon Musk Isn't Worried. Here's What Investors Should Make of That. The Motley Fool
來源連結
Elon Musk's $1 Trillion Pay Package Requires Tesla Stock to Grow Roughly Sixfold to an $8.5 Trillion Market Cap - The Globe and Mail
The Globe and Mail · 2026-08-03 06:13 UTC
Elon Musk's $1 Trillion Pay Package Requires Tesla Stock to Grow Roughly Sixfold to an $8.5 Trillion Market Cap The Globe and Mail
來源連結
Elon Musk's $1 Trillion Pay Package Requires Tesla Stock to Grow Roughly Sixfold to an $8.5 Trillion Market Cap - The Motley Fool
The Motley Fool · 2026-08-03 06:08 UTC
Elon Musk's $1 Trillion Pay Package Requires Tesla Stock to Grow Roughly Sixfold to an $8.5 Trillion Market Cap The Motley Fool
來源連結

COIN Coinbase

S&P 500 Movers | Winners: AMZN, DXCM, MPWR | Losers: GDDY, CTVA, COIN - trefis.com
trefis.com · 2026-08-03 06:19 UTC
S&P 500 Movers | Winners: AMZN, DXCM, MPWR | Losers: GDDY, CTVA, COIN trefis.com
來源連結
Atkore: A Coin Toss Ahead Of Earnings, With Gross Margins In Focus - Seeking Alpha
Seeking Alpha · 2026-08-03 01:40 UTC
Atkore: A Coin Toss Ahead Of Earnings, With Gross Margins In Focus Seeking Alpha
來源連結
The reverse bridge: Crypto meets Wall Street using perps - CoinDesk
CoinDesk · 2026-08-02 19:58 UTC
The reverse bridge: Crypto meets Wall Street using perps CoinDesk
來源連結

QQQ Nasdaq 100 ETF

Glenmede Trust Co. NA Grows Stake in Invesco QQQ $QQQ - MarketBeat
MarketBeat · 2026-08-02 10:54 UTC
Glenmede Trust Co. NA Grows Stake in Invesco QQQ $QQQ MarketBeat
來源連結
Fischer Investment Strategies LLC Has $3.32 Million Stake in Invesco QQQ $QQQ - MarketBeat
MarketBeat · 2026-08-02 09:17 UTC
Fischer Investment Strategies LLC Has $3.32 Million Stake in Invesco QQQ $QQQ MarketBeat
來源連結
Concorde Asset Management LLC Has $6.67 Million Stock Position in Invesco QQQ $QQQ - MarketBeat
MarketBeat · 2026-08-02 08:46 UTC
Concorde Asset Management LLC Has $6.67 Million Stock Position in Invesco QQQ $QQQ MarketBeat
來源連結

2330.TW 台積電

台積電軟腳一度跌60元至2365元分析師：「超漲」後估值修正 - Yahoo股市
Yahoo股市 · 2026-08-03 01:49 UTC
台積電軟腳一度跌60元至2365元分析師：「超漲」後估值修正 Yahoo股市
來源連結
老虎基金推薦8月可買進的5檔AI股票台積電名列第1 - 自由財經
自由財經 · 2026-08-02 14:49 UTC
老虎基金推薦8月可買進的5檔AI股票台積電名列第1 自由財經
來源連結
勞動基金前10大持股洗牌！台積電獲利落袋比重降欣興等4檔躍黑馬 - 自由時報
自由時報 · 2026-08-02 13:48 UTC
勞動基金前10大持股洗牌！台積電獲利落袋比重降欣興等4檔躍黑馬自由時報
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 Slips After-Hours: Retail Shrugs Off Palantir AI Boost As 1.2B Share Plan Sparks Dilution Fears - Stocktwits
Stocktwits · 2026-08-02 17:16 UTC
ONDS Stock Slips After-Hours: Retail Shrugs Off Palantir AI Boost As 1.2B Share Plan Sparks Dilution Fears Stocktwits
來源連結
ONDS Stock Eyes Best Month Of 2026: New Defense Unit Lines Up Battlefield Drone Pitch To US Operators - Stocktwits
Stocktwits · 2026-08-02 15:18 UTC
ONDS Stock Eyes Best Month Of 2026: New Defense Unit Lines Up Battlefield Drone Pitch To US Operators Stocktwits
來源連結
Ondas Holdings Inc. (NASDAQ:ONDS) Receives Average Recommendation of "Moderate Buy" from Analysts - MarketBeat
MarketBeat · 2026-08-02 08:33 UTC
Ondas Holdings Inc. (NASDAQ:ONDS) Receives Average Recommendation of "Moderate Buy" from Analysts MarketBeat
來源連結

NVTS Navitas Semiconductor

Why NVTS Stock Is Extending Its Breakout Rally From Last Week - Stocktwits
Stocktwits · 2026-08-02 17:57 UTC
Why NVTS Stock Is Extending Its Breakout Rally From Last Week Stocktwits
來源連結

MRVL Marvell

Marvell Technology, Inc. (NASDAQ:MRVL) Given Average Recommendation of "Moderate Buy" by Analysts - MarketBeat
MarketBeat · 2026-08-03 06:20 UTC
Marvell Technology, Inc. (NASDAQ:MRVL) Given Average Recommendation of "Moderate Buy" by Analysts MarketBeat
來源連結
Marvell Stock Forecast: Q1 Revenue Jumps 28%, but Is the Trillion-Dollar Thesis Real? - TradingKey
TradingKey · 2026-08-02 12:09 UTC
Marvell Stock Forecast: Q1 Revenue Jumps 28%, but Is the Trillion-Dollar Thesis Real? TradingKey
來源連結
MRVL Stock Jumps After-Hours On S&P 500 Inclusion - Stocktwits
Stocktwits · 2026-08-02 10:58 UTC
MRVL Stock Jumps After-Hours On S&P 500 Inclusion Stocktwits
來源連結

IFNNY Infineon

Infineon's Quiet-Period Countdown: A 62-Euro Rebound Hangs on a 1.5-Billion-Euro Promise - AD HOC NEWS
AD HOC NEWS · 2026-08-03 05:41 UTC
Infineon's Quiet-Period Countdown: A 62-Euro Rebound Hangs on a 1.5-Billion-Euro Promise AD HOC NEWS
來源連結
Infineon's Earnings Day Arrives With the Stock Caught Between Momentum and Gravity - AD HOC NEWS
AD HOC NEWS · 2026-08-03 04:11 UTC
Infineon's Earnings Day Arrives With the Stock Caught Between Momentum and Gravity AD HOC NEWS
來源連結
Infineon's 62-Euro Line in the Sand: A Sector Tailwind Meets Its Wednesday Verdict - AD HOC NEWS
AD HOC NEWS · 2026-08-03 02:42 UTC
Infineon's 62-Euro Line in the Sand: A Sector Tailwind Meets Its Wednesday Verdict 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

Nvidia has fallen sharply from 2026 highs. Is the stock now an attractive Buy? - Investing.com

Nvidia (NVDA) Stock May Be 15% Below Fair Value As AI Debt Risk Grows - Yahoo Finance

Prediction: Nvidia Stock Will Skyrocket on Aug. 26 - The Motley Fool

AVGO Broadcom

Broadcom (AVGO) Earnings: What to Expect This Quarter - Moomoo

3 Top Tech Stocks for Long-Term Growth and Income - The Motley Fool

AVGO Stock: Why Broadcom Fell 15% on a Record Quarter - top1markets.com

MU Micron

Micron Stock Falls. Here’s What’s Overshadowing Big Tech Spending. - Barron's

Micron Technology Stock Is Plummeting, but Here's Why I'm Not Buying the Dip - Yahoo Finance

Micron Stock Is Down 39% From Its High. History Suggests a $5,000 Investment Now Will Be Worth This Much by Mid-2028. - The Motley Fool

PLTR Palantir

Palantir Earnings Will Show If the Software Rocket Is Running Out of Fuel - Barron's

PLTR Stock Is 40% Off Its Peak: Will Q2 Earnings Turn Things Around For Good? - Stocktwits

Palantir Stock Cheapest It Has Been in Three Years as Earnings Loom - Benzinga

TSLA Tesla

Tesla Missed Earnings by 38%, but Elon Musk Isn't Worried. Here's What Investors Should Make of That. - The Motley Fool

Elon Musk's $1 Trillion Pay Package Requires Tesla Stock to Grow Roughly Sixfold to an $8.5 Trillion Market Cap - The Globe and Mail

Elon Musk's $1 Trillion Pay Package Requires Tesla Stock to Grow Roughly Sixfold to an $8.5 Trillion Market Cap - The Motley Fool

COIN Coinbase

S&P 500 Movers | Winners: AMZN, DXCM, MPWR | Losers: GDDY, CTVA, COIN - trefis.com

Atkore: A Coin Toss Ahead Of Earnings, With Gross Margins In Focus - Seeking Alpha

The reverse bridge: Crypto meets Wall Street using perps - CoinDesk

QQQ Nasdaq 100 ETF

Glenmede Trust Co. NA Grows Stake in Invesco QQQ $QQQ - MarketBeat

Fischer Investment Strategies LLC Has $3.32 Million Stake in Invesco QQQ $QQQ - MarketBeat

Concorde Asset Management LLC Has $6.67 Million Stock Position in Invesco QQQ $QQQ - MarketBeat

2330.TW 台積電

台積電軟腳一度跌60元至2365元 分析師：「超漲」後估值修正 - Yahoo股市

老虎基金推薦8月可買進的5檔AI股票 台積電名列第1 - 自由財經

勞動基金前10大持股洗牌！台積電獲利落袋比重降 欣興等4檔躍黑馬 - 自由時報

2454.TW 聯發科

2308.TW 台達電

3167.TWO 大量

ONDS Ondas

ONDS Stock Slips After-Hours: Retail Shrugs Off Palantir AI Boost As 1.2B Share Plan Sparks Dilution Fears - Stocktwits

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

Ondas Holdings Inc. (NASDAQ:ONDS) Receives Average Recommendation of "Moderate Buy" from Analysts - MarketBeat

NVTS Navitas Semiconductor

Why NVTS Stock Is Extending Its Breakout Rally From Last Week - Stocktwits

MRVL Marvell

Marvell Technology, Inc. (NASDAQ:MRVL) Given Average Recommendation of "Moderate Buy" by Analysts - MarketBeat

Marvell Stock Forecast: Q1 Revenue Jumps 28%, but Is the Trillion-Dollar Thesis Real? - TradingKey

台積電軟腳一度跌60元至2365元分析師：「超漲」後估值修正 - Yahoo股市

老虎基金推薦8月可買進的5檔AI股票台積電名列第1 - 自由財經

勞動基金前10大持股洗牌！台積電獲利落袋比重降欣興等4檔躍黑馬 - 自由時報