Personal Investment Agent

每日投資儀表板

2026-08-04 · 產生時間 2026-08-04 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 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)	15.70	15.99	-1.81%	+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 2,320.00 · MA20 2,369.50 · MA50 2,374.40 · 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 2320.00 仍在 MA200 1906.45 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 整理/中性 · 收盤 3,865.00 · MA20 3,666.75 · MA50 4,056.40 · 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 3865.00 仍在 MA200 2339.75 之上，長期趨勢正常。

2308.TW 台達電

核心 / 衰退期 · 收盤 1,620.00 · MA20 1,760.50 · MA50 2,013.20 · 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 1620.00 仍在 MA200 1491.29 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 157.00 · MA20 156.80 · MA50 171.74 · 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 Stock Could Look Very Different in 5 Years - The Motley Fool
The Motley Fool · 2026-08-04 01:00 UTC
Nvidia Stock Could Look Very Different in 5 Years The Motley Fool
來源連結
Nvidia Stock Could Look Very Different in 5 Years - AOL.com
AOL.com · 2026-08-04 00:40 UTC
Nvidia Stock Could Look Very Different in 5 Years AOL.com
來源連結
Nvidia Stock Is in a $200 Rut, and Big Tech Earnings Aren’t Helping - Barron's
Barron's · 2026-08-03 20:31 UTC
Nvidia Stock Is in a $200 Rut, and Big Tech Earnings Aren’t Helping Barron's
來源連結

AVGO Broadcom

AVGO Stock Hits Record Highs Amid Reports Of $35B Financing From Top Private Equity Players - Stocktwits
Stocktwits · 2026-08-04 00:36 UTC
AVGO Stock Hits Record Highs Amid Reports Of $35B Financing From Top Private Equity Players Stocktwits
來源連結
Broadcom Stock Slips After Losing Major EU Antitrust Fight - GuruFocus
GuruFocus · 2026-08-03 17:33 UTC
Broadcom Stock Slips After Losing Major EU Antitrust Fight GuruFocus
來源連結
Microsoft joins, Broadcom exits Goldman’s top-stocks list - Yahoo Finance
Yahoo Finance · 2026-08-03 11:00 UTC
Microsoft joins, Broadcom exits Goldman’s top-stocks list Yahoo Finance
來源連結

MU Micron

Micron Stock Rises Despite Rising Competition From Chinese Memory Chip - Barron's
Barron's · 2026-08-03 20:12 UTC
Micron Stock Rises Despite Rising Competition From Chinese Memory Chip Barron's
來源連結
Wall Street sets Micron stock price for the next 12 months - Finbold
Finbold · 2026-08-03 17:18 UTC
Wall Street sets Micron stock price for the next 12 months Finbold
來源連結
Jim Cramer Named Micron Technology (MU) His Top Memory Pick - Yahoo Finance
Yahoo Finance · 2026-08-03 16:17 UTC
Jim Cramer Named Micron Technology (MU) His Top Memory Pick Yahoo Finance
來源連結

PLTR Palantir

Palantir Shares Jump on ‘Otherworldly’ Sales, Improved Forecast - WSJ
WSJ · 2026-08-03 22:24 UTC
Palantir Shares Jump on ‘Otherworldly’ Sales, Improved Forecast WSJ
來源連結
Palantir soars 12% on blowout quarter, with U.S. commercial revenue soaring nearly 150% - CNBC
CNBC · 2026-08-03 20:08 UTC
Palantir soars 12% on blowout quarter, with U.S. commercial revenue soaring nearly 150% CNBC Palantir stock jumps as US commercial business booms Yahoo Finance Palantir’s stock climbs after earnings, as AI drives turbocharged growth MarketWatch Here’s How Much Palantir Stock Is Expected to Move After Earnings Investopedia The Most Important Number in Palantir's Earnings Report Was 134% The Motley Fool Palantir Q2 on deck: Options market imply 9.3% swing after earnings (PLTR:NASDAQ) Seeking Alpha Palantir Is Set to Deliver Strong Q2. Analysts See 60% Upside Potential for PLTR Stock. Barchart.com Live: Will Palantir Smash Q2 Earnings Tonight After the Market Closes? 24/7 Wall St. Palantir stock jumps ahead of quarterly results Yahoo Finance
來源連結
Palantir Technologies Stock Is Gaining Monday: What's Going On? - Benzinga
Benzinga · 2026-08-03 10:21 UTC
Palantir Technologies Stock Is Gaining Monday: What's Going On? Benzinga
來源連結

TSLA Tesla

Tesla (TSLA) Stock: Catalysts and Risks to Watch For After Q2 Earnings - tipranks.com
tipranks.com · 2026-08-03 22:03 UTC
Tesla (TSLA) Stock: Catalysts and Risks to Watch For After Q2 Earnings tipranks.com
來源連結
Tesla Stock Goes for 3 Gains in a Row as It Shrugs Off Safety Inquiry - Barron's
Barron's · 2026-08-03 20:18 UTC
Tesla Stock Goes for 3 Gains in a Row as It Shrugs Off Safety Inquiry Barron's
來源連結
Tesla Price Prediction: Could the Stock Rally 30% From Here? - 24/7 Wall St.
24/7 Wall St. · 2026-08-03 16:30 UTC
Tesla Price Prediction: Could the Stock Rally 30% From Here? 24/7 Wall St.
來源連結

COIN Coinbase

Coinbase Stock And 2 Founder Led Growth Picks For Long Term Investors - simplywall.st
simplywall.st · 2026-08-03 16:28 UTC
Coinbase Stock And 2 Founder Led Growth Picks For Long Term Investors simplywall.st
來源連結
Coinbase Stock And 2 Founder Led Companies Worth A Closer Look - simplywall.st
simplywall.st · 2026-08-03 15:47 UTC
Coinbase Stock And 2 Founder Led Companies Worth A Closer Look simplywall.st
來源連結
COIN Stock Drops After Earnings Miss Sparks Wave Of Price Target Cuts – But Retail Turns Less Bearish - Stocktwits
Stocktwits · 2026-08-03 08:27 UTC
COIN Stock Drops After Earnings Miss Sparks Wave Of Price Target Cuts – But Retail Turns Less Bearish Stocktwits
來源連結

QQQ Nasdaq 100 ETF

Invesco QQQ (NASDAQ:QQQ) Shares Up 1.8% - Here's What Happened - MarketBeat
MarketBeat · 2026-08-03 21:37 UTC
Invesco QQQ (NASDAQ:QQQ) Shares Up 1.8% - Here's What Happened MarketBeat
來源連結
QQQ is up 1.4% today, on ISRG stock price movement - Quiver Quantitative
Quiver Quantitative · 2026-08-03 16:16 UTC
QQQ is up 1.4% today, on ISRG stock price movement Quiver Quantitative
來源連結
Is QQQ Worth Buying Now That SpaceX Has Joined the Nasdaq-100? Here's My Honest Take. - The Motley Fool
The Motley Fool · 2026-08-03 11:45 UTC
Is QQQ Worth Buying Now That SpaceX Has Joined the Nasdaq-100? Here's My Honest Take. The Motley Fool
來源連結

2330.TW 台積電

1分鐘讀財經》處置股票大鬆綁！台積電可望豁免市場鬆口氣卻藏2危機 - 中時新聞網
中時新聞網 · 2026-08-04 00:34 UTC
1分鐘讀財經》處置股票大鬆綁！台積電可望豁免市場鬆口氣卻藏2危機中時新聞網
來源連結

2454.TW 聯發科

今日未找到重要新聞。

2308.TW 台達電

《證交所》今日單一證券鉅額成交股票：台達電、台積電、貿聯-KY - 富聯網
富聯網 · 2026-08-03 09:19 UTC
《證交所》今日單一證券鉅額成交股票：台達電、台積電、貿聯-KY 富聯網
來源連結

3167.TWO 大量

今日未找到重要新聞。

ONDS Ondas

Ondas (NASDAQ:ONDS) Shares Up 11.7% - Should You Buy? - MarketBeat
MarketBeat · 2026-08-04 01:49 UTC
Ondas (NASDAQ:ONDS) Shares Up 11.7% - Should You Buy? MarketBeat
來源連結
ONDS Stock Set For Best Month This Year: Builds $457M Backlog, Expands US Military Access After Mistral Deal - Stocktwits
Stocktwits · 2026-08-04 01:20 UTC
ONDS Stock Set For Best Month This Year: Builds $457M Backlog, Expands US Military Access After Mistral Deal Stocktwits
來源連結
Former Mossad director joins Ondas to shape AI defense platform - Stock Titan
Stock Titan · 2026-08-03 13:25 UTC
Former Mossad director joins Ondas to shape AI defense platform Stock Titan
來源連結

NVTS Navitas Semiconductor

Navitas Semiconductor (NASDAQ: NVTS) director gets two stock grants for 2026 fees - Stock Titan
Stock Titan · 2026-08-03 20:30 UTC
Navitas Semiconductor (NASDAQ: NVTS) director gets two stock grants for 2026 fees Stock Titan
來源連結
Navitas Semiconductor (NVTS) Stock Jumps 12.5% Today - 24/7 Wall St.
24/7 Wall St. · 2026-08-03 19:15 UTC
Navitas Semiconductor (NVTS) Stock Jumps 12.5% Today 24/7 Wall St.
來源連結

MRVL Marvell

A Look at Marvell Technology Inc (MRVL) After 3.3% Gain -- GF Va - GuruFocus
GuruFocus · 2026-08-03 21:34 UTC
A Look at Marvell Technology Inc (MRVL) After 3.3% Gain -- GF Va GuruFocus
來源連結
Marvell's Next Move Is To $100 (NASDAQ:MRVL) - Seeking Alpha
Seeking Alpha · 2026-08-03 20:42 UTC
Marvell's Next Move Is To $100 (NASDAQ:MRVL) Seeking Alpha
來源連結
Marvell Technology Stock Is Falling Monday: What's Going On? - Benzinga
Benzinga · 2026-08-03 14:14 UTC
Marvell Technology Stock Is Falling Monday: What's Going On? Benzinga
來源連結

IFNNY Infineon

Infineon's Wednesday Reckoning: A 62-Euro Stock Caught Between AI Momentum and a Fragile Technical F - AD HOC NEWS
AD HOC NEWS · 2026-08-04 05:51 UTC
Infineon's Wednesday Reckoning: A 62-Euro Stock Caught Between AI Momentum and a Fragile Technical F AD HOC NEWS
來源連結
Infineon's GaN Win and a State Fund's Exit Set the Stage for a High-Stakes Earnings Reveal - AD HOC NEWS
AD HOC NEWS · 2026-08-04 04:11 UTC
Infineon's GaN Win and a State Fund's Exit Set the Stage for a High-Stakes Earnings Reveal AD HOC NEWS
來源連結
Infineon's Earnings Moment: A 1.5-Billion-Euro AI Promise Meets a Sharply Repriced Stock - AD HOC NEWS
AD HOC NEWS · 2026-08-03 18:51 UTC
Infineon's Earnings Moment: A 1.5-Billion-Euro AI Promise Meets a Sharply Repriced Stock AD HOC NEWS
來源連結

2344.TW 華邦電

8／3台股雷達｜聯發科、國巨、華邦電股價飆原因一次看- 證券 - 工商時報
工商時報 · 2026-08-03 11:19 UTC
8／3台股雷達｜聯發科、國巨、華邦電股價飆原因一次看- 證券工商時報
來源連結

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 Stock Could Look Very Different in 5 Years - The Motley Fool

Nvidia Stock Could Look Very Different in 5 Years - AOL.com

Nvidia Stock Is in a $200 Rut, and Big Tech Earnings Aren’t Helping - Barron's

AVGO Broadcom

AVGO Stock Hits Record Highs Amid Reports Of $35B Financing From Top Private Equity Players - Stocktwits

Broadcom Stock Slips After Losing Major EU Antitrust Fight - GuruFocus

Microsoft joins, Broadcom exits Goldman’s top-stocks list - Yahoo Finance

MU Micron

Micron Stock Rises Despite Rising Competition From Chinese Memory Chip - Barron's

Wall Street sets Micron stock price for the next 12 months - Finbold

Jim Cramer Named Micron Technology (MU) His Top Memory Pick - Yahoo Finance

PLTR Palantir

Palantir Shares Jump on ‘Otherworldly’ Sales, Improved Forecast - WSJ

Palantir soars 12% on blowout quarter, with U.S. commercial revenue soaring nearly 150% - CNBC

Palantir Technologies Stock Is Gaining Monday: What's Going On? - Benzinga

TSLA Tesla

Tesla (TSLA) Stock: Catalysts and Risks to Watch For After Q2 Earnings - tipranks.com

Tesla Stock Goes for 3 Gains in a Row as It Shrugs Off Safety Inquiry - Barron's

Tesla Price Prediction: Could the Stock Rally 30% From Here? - 24/7 Wall St.

COIN Coinbase

Coinbase Stock And 2 Founder Led Growth Picks For Long Term Investors - simplywall.st

Coinbase Stock And 2 Founder Led Companies Worth A Closer Look - simplywall.st

COIN Stock Drops After Earnings Miss Sparks Wave Of Price Target Cuts – But Retail Turns Less Bearish - Stocktwits

QQQ Nasdaq 100 ETF

Invesco QQQ (NASDAQ:QQQ) Shares Up 1.8% - Here's What Happened - MarketBeat

QQQ is up 1.4% today, on ISRG stock price movement - Quiver Quantitative

Is QQQ Worth Buying Now That SpaceX Has Joined the Nasdaq-100? Here's My Honest Take. - The Motley Fool

2330.TW 台積電

1分鐘讀財經》處置股票大鬆綁！台積電可望豁免 市場鬆口氣卻藏2危機 - 中時新聞網

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、台積電、貿聯-KY - 富聯網

3167.TWO 大量

ONDS Ondas

Ondas (NASDAQ:ONDS) Shares Up 11.7% - Should You Buy? - MarketBeat

ONDS Stock Set For Best Month This Year: Builds $457M Backlog, Expands US Military Access After Mistral Deal - Stocktwits

Former Mossad director joins Ondas to shape AI defense platform - Stock Titan

NVTS Navitas Semiconductor

Navitas Semiconductor (NASDAQ: NVTS) director gets two stock grants for 2026 fees - Stock Titan

Navitas Semiconductor (NVTS) Stock Jumps 12.5% Today - 24/7 Wall St.

MRVL Marvell

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