Personal Investment Agent

每日投資儀表板

2026-08-09 · 產生時間 2026-08-09 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 773.26 · MA200 702.97

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 723.03 · MA200 647.85

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)	14.90	15.15	-1.65%	+25%	正常
Nasdaq 100 ETF (QQQ)	723.03	714.65	+1.17%	-3%	正常
S&P 500 ETF (SPY)	773.26	768.56	+0.61%	-2.5%	正常
US 10Y Yield (^TNX)	4.66	4.67	-0.1 bps	+25 bps	正常

系統訊號 — 持股檢查

NVDA Nvidia

核心 / 主升段 · 收盤 223.96 · MA20 206.82 · MA50 206.07 · 前低 190.01 · 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 223.96 仍在 MA200 193.98 之上，長期趨勢正常。

AVGO Broadcom

核心 / 整理/中性 · 收盤 427.76 · MA20 391.86 · MA50 395.04 · 前低 369.51 · 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 427.76 仍在 MA200 367.59 之上，長期趨勢正常。

MU Micron

波段 / 整理/中性 · 收盤 877.57 · MA20 888.26 · MA50 970.95 · 前低 737.88 · 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 877.57 跌破 MA50 970.95，中期趨勢轉弱。

PLTR Palantir

核心 / 末升段 · 收盤 172.01 · MA20 135.04 · MA50 132.60 · 前低 117.89 · 前高 136.88

持有

規則: core_breakout_add+blowoff_suppressed
建議動作: 末升段不追高：暫不加碼，列入人工確認。
原因: 核心持股收盤價 172.01 突破前高 136.88，且成交量 77382900 高於 20 日均量 45963265。但收盤價 172.01 高出 MA20 135.04 約 27%，乖離過大，疑似末升段，不宜追高。

TSLA Tesla

核心 / 衰退期 · 收盤 328.58 · MA20 343.33 · MA50 380.44 · 前低 297.38 · 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 328.58 跌破 MA200 408.80，長期趨勢轉弱。

COIN Coinbase

波段 / 衰退期 · 收盤 153.60 · MA20 158.85 · MA50 160.80 · 前低 139.11 · 前高 181.49

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 153.60 跌破 MA50 160.80，中期趨勢轉弱。

QQQ Nasdaq 100 ETF

核心 / 整理/中性 · 收盤 723.03 · MA20 700.34 · MA50 714.57 · 前低 661.14 · 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 723.03 仍在 MA200 647.85 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 2,361.75 · MA50 2,379.90 · 前低 2,180.00 · 前高 2,425.00

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 1920.70 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 整理/中性 · 收盤 3,900.00 · MA20 3,665.50 · MA50 4,026.50 · 前低 2,990.00 · 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 3900.00 仍在 MA200 2378.82 之上，長期趨勢正常。

2308.TW 台達電

核心 / 衰退期 · 收盤 1,650.00 · MA20 1,727.25 · MA50 1,967.60 · 前低 1,425.00 · 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 1650.00 仍在 MA200 1501.35 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 9.11 · MA20 7.73 · MA50 8.75 · 前低 6.77 · 前高 8.58

持有

規則: fallback_hold_review
建議動作: 持有，並列入人工確認。
原因: 未觸發出場、減碼或加碼條件，但趨勢排列不完全健康。

NVTS Navitas Semiconductor

波段 / 整理/中性 · 收盤 13.89 · MA20 11.92 · MA50 17.43 · 前低 9.43 · 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 13.89 跌破 MA50 17.43，中期趨勢轉弱。

系統訊號 — 候選股檢查

MRVL Marvell

收盤 218.72 · MA20 199.56 · MA50 240.89 · 前低 162.90 · 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 72.19 · MA20 72.70 · MA50 83.69 · 前低 61.55 · 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 163.50 · MA20 155.90 · MA50 173.01 · 前低 117.00 · 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

Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks. - Yahoo Finance
Yahoo Finance · 2026-08-09 07:25 UTC
Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks. Yahoo Finance
來源連結
NVDA Stock Price Drop—the Time to Buy Nvidia or Diversify Across the AI Datacenter Supply Chain? - TradingKey
TradingKey · 2026-08-09 01:01 UTC
NVDA Stock Price Drop—the Time to Buy Nvidia or Diversify Across the AI Datacenter Supply Chain? TradingKey
來源連結
Nvidia Stock Eyes All-Time High as Key Metrics Points to Bargain Status - Benzinga
Benzinga · 2026-08-08 16:49 UTC
Nvidia Stock Eyes All-Time High as Key Metrics Points to Bargain Status Benzinga
來源連結

AVGO Broadcom

Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push - Yahoo Finance
Yahoo Finance · 2026-08-08 20:42 UTC
Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push Yahoo Finance
來源連結
Alphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom Stock - The Motley Fool
The Motley Fool · 2026-08-08 16:30 UTC
Alphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom Stock The Motley Fool
來源連結
Broadcom Stock: 7 Straight Green Days, Up 16% - Trefis
Trefis · 2026-08-08 08:17 UTC
Broadcom Stock: 7 Straight Green Days, Up 16% Trefis
來源連結

MU Micron

Micron's Stock Price Has Corrected 30% From Its All-Time High. Is It Time to Buy? - The Motley Fool
The Motley Fool · 2026-08-09 07:53 UTC
Micron's Stock Price Has Corrected 30% From Its All-Time High. Is It Time to Buy? The Motley Fool
來源連結
Why the Market Continues to Sleep on Micron's Growth Potential - Yahoo Finance
Yahoo Finance · 2026-08-08 22:35 UTC
Why the Market Continues to Sleep on Micron's Growth Potential Yahoo Finance
來源連結
Is Micron Stock Too Cheap to Ignore? - Yahoo Finance
Yahoo Finance · 2026-08-08 09:21 UTC
Is Micron Stock Too Cheap to Ignore? Yahoo Finance
來源連結

PLTR Palantir

Is the Worst Finally Over for Palantir Stock? - Yahoo Finance
Yahoo Finance · 2026-08-09 05:50 UTC
Is the Worst Finally Over for Palantir Stock? Yahoo Finance
來源連結
Palantir Stock Forecast: Is a Trillion-Dollar Market Cap for PLTR Stock Achievable by 2030? - TradingKey
TradingKey · 2026-08-08 16:43 UTC
Palantir Stock Forecast: Is a Trillion-Dollar Market Cap for PLTR Stock Achievable by 2030? TradingKey
來源連結
Wall Street Can't Agree on Palantir. Here's What Investors Should Do Next - Barchart.com
Barchart.com · 2026-08-08 15:30 UTC
Wall Street Can't Agree on Palantir. Here's What Investors Should Do Next Barchart.com
來源連結

TSLA Tesla

Tesla Stock (TSLA) Opinions on Year-to-Date Performance and Analyst Upgrades - Quiver Quantitative
Quiver Quantitative · 2026-08-08 14:06 UTC
Tesla Stock (TSLA) Opinions on Year-to-Date Performance and Analyst Upgrades Quiver Quantitative
來源連結
Prediction for Tesla Stock in 3 Years: The Bear Case - The Motley Fool
The Motley Fool · 2026-08-08 10:15 UTC
Prediction for Tesla Stock in 3 Years: The Bear Case The Motley Fool
來源連結
Prediction for Tesla Stock in 3 Years: The Bear Case - Yahoo Finance
Yahoo Finance · 2026-08-08 09:35 UTC
Prediction for Tesla Stock in 3 Years: The Bear Case Yahoo Finance
來源連結

COIN Coinbase

HOOD vs. COIN: Which Stock Looks Better for 2026? - TradingKey
TradingKey · 2026-08-08 18:56 UTC
HOOD vs. COIN: Which Stock Looks Better for 2026? TradingKey
來源連結
Coinbase Stock Price Prediction 2026–2030: Is a $1,000 Target Realistic? - TradingKey
TradingKey · 2026-08-08 13:09 UTC
Coinbase Stock Price Prediction 2026–2030: Is a $1,000 Target Realistic? TradingKey
來源連結
Strategy (MSTR) Unveils $15 Billion Bitcoin Backed Preferred Stock Plan - Yahoo Finance
Yahoo Finance · 2026-08-08 13:07 UTC
Strategy (MSTR) Unveils $15 Billion Bitcoin Backed Preferred Stock Plan Yahoo Finance
來源連結

QQQ Nasdaq 100 ETF

QQQ Aug 2026 663.000 put (QQQ260810P00663000) stock price, news, quote and history - Yahoo Finance UK
Yahoo Finance UK · 2026-08-09 03:25 UTC
QQQ Aug 2026 663.000 put (QQQ260810P00663000) stock price, news, quote and history Yahoo Finance UK
來源連結
Flaharty Asset Management LLC Sells 8,616 Shares of Invesco QQQ $QQQ - MarketBeat
MarketBeat · 2026-08-08 11:15 UTC
Flaharty Asset Management LLC Sells 8,616 Shares of Invesco QQQ $QQQ MarketBeat
來源連結
Worth Asset Management LLC Buys 13,077 Shares of Invesco QQQ $QQQ - MarketBeat
MarketBeat · 2026-08-08 11:12 UTC
Worth Asset Management LLC Buys 13,077 Shares of Invesco QQQ $QQQ MarketBeat
來源連結

2330.TW 台積電

今日未找到重要新聞。

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

Ondas (ONDS) Could Be 53% Undervalued As Army Order Adds Production Visibility - simplywall.st
simplywall.st · 2026-08-09 02:46 UTC
Ondas (ONDS) Could Be 53% Undervalued As Army Order Adds Production Visibility simplywall.st
來源連結
ONDS Aug 2026 2.000 put (ONDS260814P00002000) stock price, news, quote and history - Yahoo Finance Singapore
Yahoo Finance Singapore · 2026-08-08 14:47 UTC
ONDS Aug 2026 2.000 put (ONDS260814P00002000) stock price, news, quote and history Yahoo Finance Singapore
來源連結
Ondas (NASDAQ:ONDS) stock surges 22% in a week, spotlight shifts to Q2 earnings - TechStock²
TechStock² · 2026-08-08 14:32 UTC
Ondas (NASDAQ:ONDS) stock surges 22% in a week, spotlight shifts to Q2 earnings TechStock²
來源連結

NVTS Navitas Semiconductor

Nvidia vs. Navitas Semiconductor: Here's What Their Revenue Trends Tell Investors About These Artificial Intelligence Companies - Yahoo Finance
Yahoo Finance · 2026-08-08 23:01 UTC
Nvidia vs. Navitas Semiconductor: Here's What Their Revenue Trends Tell Investors About These Artificial Intelligence Companies Yahoo Finance
來源連結
Navitas Semiconductor (NVTS) Is Up 27.9% After Guiding For A Q3 Revenue Rebound And Y/Y Growth - simplywall.st
simplywall.st · 2026-08-08 21:42 UTC
Navitas Semiconductor (NVTS) Is Up 27.9% After Guiding For A Q3 Revenue Rebound And Y/Y Growth simplywall.st
來源連結
UK Heatwave Vlog: Toddler Chaos In 30°C Heat! Nvts Stock (w5FXQMCC3B) - Mshale
Mshale · 2026-08-08 17:10 UTC
UK Heatwave Vlog: Toddler Chaos In 30°C Heat! Nvts Stock (w5FXQMCC3B) Mshale
來源連結

MRVL Marvell

Marvell Technology (MRVL) Is Up 16.6% After Unveiling Disaggregated AI Data Center Memory Architecture - simplywall.st
simplywall.st · 2026-08-09 05:40 UTC
Marvell Technology (MRVL) Is Up 16.6% After Unveiling Disaggregated AI Data Center Memory Architecture simplywall.st
來源連結
Marvell Stock Forecast: Q1 Revenue Jumps 28%, but Is the Trillion-Dollar Thesis Real? - TradingKey
TradingKey · 2026-08-08 17:23 UTC
Marvell Stock Forecast: Q1 Revenue Jumps 28%, but Is the Trillion-Dollar Thesis Real? TradingKey
來源連結
UNICOM Systems Inc. Makes New $10.25 Million Investment in Marvell Technology, Inc. $MRVL - MarketBeat
MarketBeat · 2026-08-08 10:08 UTC
UNICOM Systems Inc. Makes New $10.25 Million Investment in Marvell Technology, Inc. $MRVL MarketBeat
來源連結

IFNNY Infineon

Infineon's €30 Billion Order Backlog Puts the AI Power Play in Sharper Focus - AD HOC NEWS
AD HOC NEWS · 2026-08-09 00:51 UTC
Infineon's €30 Billion Order Backlog Puts the AI Power Play in Sharper Focus AD HOC NEWS
來源連結
Infineon's Analyst Targets Now Stretch From Cautious to Euphoric — With a 59% Gap Between the Extr - AD HOC NEWS
AD HOC NEWS · 2026-08-08 19:01 UTC
Infineon's Analyst Targets Now Stretch From Cautious to Euphoric — With a 59% Gap Between the Extr AD HOC NEWS
來源連結
Infineon's Record Quarter Exposes the Gap Between Growth and Profitability - AD HOC NEWS
AD HOC NEWS · 2026-08-08 12:21 UTC
Infineon's Record Quarter Exposes the Gap Between Growth and Profitability 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 — 末升段不追高：暫不加碼，列入人工確認。
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：持有 — 持有，並列入人工確認。
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

Cathie Wood's Ark Piled Into Nvidia and Taiwan Semiconductor After Meta's Earnings Miss. Here's What It Signals for Artificial Intelligence (AI) Stocks. - Yahoo Finance

NVDA Stock Price Drop—the Time to Buy Nvidia or Diversify Across the AI Datacenter Supply Chain? - TradingKey

Nvidia Stock Eyes All-Time High as Key Metrics Points to Bargain Status - Benzinga

AVGO Broadcom

Broadcom (AVGO) Pairs AI Chip Boom With A Software Security Push - Yahoo Finance

Alphabet CEO Sundar Pichai Just Made a Decision That Could Move Nvidia and Broadcom Stock - The Motley Fool

Broadcom Stock: 7 Straight Green Days, Up 16% - Trefis

MU Micron

Micron's Stock Price Has Corrected 30% From Its All-Time High. Is It Time to Buy? - The Motley Fool

Why the Market Continues to Sleep on Micron's Growth Potential - Yahoo Finance

Is Micron Stock Too Cheap to Ignore? - Yahoo Finance

PLTR Palantir

Is the Worst Finally Over for Palantir Stock? - Yahoo Finance

Palantir Stock Forecast: Is a Trillion-Dollar Market Cap for PLTR Stock Achievable by 2030? - TradingKey

Wall Street Can't Agree on Palantir. Here's What Investors Should Do Next - Barchart.com

TSLA Tesla

Tesla Stock (TSLA) Opinions on Year-to-Date Performance and Analyst Upgrades - Quiver Quantitative

Prediction for Tesla Stock in 3 Years: The Bear Case - The Motley Fool

Prediction for Tesla Stock in 3 Years: The Bear Case - Yahoo Finance

COIN Coinbase

HOOD vs. COIN: Which Stock Looks Better for 2026? - TradingKey

Coinbase Stock Price Prediction 2026–2030: Is a $1,000 Target Realistic? - TradingKey

Strategy (MSTR) Unveils $15 Billion Bitcoin Backed Preferred Stock Plan - Yahoo Finance

QQQ Nasdaq 100 ETF

QQQ Aug 2026 663.000 put (QQQ260810P00663000) stock price, news, quote and history - Yahoo Finance UK

Flaharty Asset Management LLC Sells 8,616 Shares of Invesco QQQ $QQQ - MarketBeat

Worth Asset Management LLC Buys 13,077 Shares of Invesco QQQ $QQQ - MarketBeat

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

3167.TWO 大量

ONDS Ondas

Ondas (ONDS) Could Be 53% Undervalued As Army Order Adds Production Visibility - simplywall.st

ONDS Aug 2026 2.000 put (ONDS260814P00002000) stock price, news, quote and history - Yahoo Finance Singapore

Ondas (NASDAQ:ONDS) stock surges 22% in a week, spotlight shifts to Q2 earnings - TechStock²

NVTS Navitas Semiconductor

Nvidia vs. Navitas Semiconductor: Here's What Their Revenue Trends Tell Investors About These Artificial Intelligence Companies - Yahoo Finance

Navitas Semiconductor (NVTS) Is Up 27.9% After Guiding For A Q3 Revenue Rebound And Y/Y Growth - simplywall.st

UK Heatwave Vlog: Toddler Chaos In 30°C Heat! Nvts Stock (w5FXQMCC3B) - Mshale

MRVL Marvell

Marvell Technology (MRVL) Is Up 16.6% After Unveiling Disaggregated AI Data Center Memory Architecture - simplywall.st

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

UNICOM Systems Inc. Makes New $10.25 Million Investment in Marvell Technology, Inc. $MRVL - MarketBeat