Personal Investment Agent

每日投資儀表板

2026-08-23 · 產生時間 2026-08-23 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 765.72 · MA200 707.54

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 713.44 · MA200 652.78

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)	15.13	16.01	-5.50%	+25%	正常
Nasdaq 100 ETF (QQQ)	713.44	710.93	+0.35%	-3%	正常
S&P 500 ETF (SPY)	765.72	762.60	+0.41%	-2.5%	正常
US 10Y Yield (^TNX)	4.74	4.70	+0.4 bps	+25 bps	正常

系統訊號 — 持股檢查

NVDA Nvidia

核心 / 成長期（初升段） · 收盤 214.72 · MA20 213.18 · MA50 207.58 · 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 214.72 仍在 MA200 195.29 之上，長期趨勢正常。

AVGO Broadcom

核心 / 衰退期 · 收盤 368.45 · MA20 396.07 · MA50 388.50 · 前低 369.51 · 前高 432.73

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 368.45 跌破 MA200 369.20，長期趨勢轉弱。

MU Micron

波段 / 整理/中性 · 收盤 966.78 · MA20 896.24 · MA50 964.59 · 前低 737.88 · 前高 1,011.77

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。

PLTR Palantir

核心 / 成長期（初升段） · 收盤 179.94 · MA20 157.27 · MA50 138.93 · 前低 117.89 · 前高 136.88

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 179.94 仍在 MA200 151.51 之上，長期趨勢正常。

TSLA Tesla

核心 / 整理/中性 · 收盤 362.86 · MA20 328.14 · MA50 365.86 · 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 362.86 跌破 MA200 403.32，長期趨勢轉弱。

QQQ Nasdaq 100 ETF

核心 / 整理/中性 · 收盤 713.44 · MA20 709.19 · MA50 713.44 · 前低 661.14 · 前高 728.54

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 713.44 仍在 MA200 652.78 之上，長期趨勢正常。

2330.TW 台積電

核心 / 整理/中性 · 收盤 2,410.00 · MA20 2,361.25 · MA50 2,391.20 · 前低 2,180.00 · 前高 2,445.00

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 2410.00 仍在 MA200 1967.42 之上，長期趨勢正常。

2454.TW 聯發科

核心 / 整理/中性 · 收盤 3,790.00 · MA20 3,811.50 · MA50 3,951.50 · 前低 2,990.00 · 前高 4,400.00

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 3790.00 仍在 MA200 2511.15 之上，長期趨勢正常。

2308.TW 台達電

核心 / 整理/中性 · 收盤 1,750.00 · MA20 1,716.25 · MA50 1,861.80 · 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 1750.00 仍在 MA200 1541.10 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

NVTS Navitas Semiconductor

波段 / 整理/中性 · 收盤 12.97 · MA20 12.56 · MA50 14.93 · 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 12.97 跌破 MA50 14.93，中期趨勢轉弱。

系統訊號 — 候選股檢查

MRVL Marvell

收盤 237.04 · MA20 210.42 · MA50 233.85 · 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。

AMD Advanced Micro Devices

收盤 473.25 · MA20 481.12 · MA50 510.23 · 前低 463.21 · 前高 530.13

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。

NET Cloudflare

收盤 293.14 · MA20 293.61 · MA50 268.01 · 前低 250.69 · 前高 332.22

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。

SPCX SpaceX

收盤 136.97 · MA20 127.94 · MA50 N/A · 前低 104.83 · 前高 172.40

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：ma50

SKHY SK Hynix

收盤 163.41 · MA20 149.76 · MA50 N/A · 前低 133.80 · 前高 177.93

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：ma50

2344.TW 華邦電

收盤 181.00 · MA20 163.22 · MA50 175.67 · 前低 117.00 · 前高 193.00

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。

持股 vs 均線（MA20 / MA50 / MA200）

NVDA Nvidia

AVGO Broadcom

MU Micron

PLTR Palantir

TSLA Tesla

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

NVTS Navitas Semiconductor

標的新聞摘要

NVDA Nvidia

Nvidia Stock Trades at a Reasonable Valuation With Ample Growth Headroom - Yahoo Finance
Yahoo Finance · 2026-08-22 17:30 UTC
Nvidia Stock Trades at a Reasonable Valuation With Ample Growth Headroom Yahoo Finance
來源連結
Stock Market Week Ahead: A Choppy Market Heads For Nvidia Earnings, Jackson Hole - Investor's Business Daily
Investor's Business Daily · 2026-08-22 17:05 UTC
Stock Market Week Ahead: A Choppy Market Heads For Nvidia Earnings, Jackson Hole Investor's Business Daily
來源連結
How much will 100 NVDA shares earn when Nvidia pays its next hiked dividend? - Finbold
Finbold · 2026-08-22 08:47 UTC
How much will 100 NVDA shares earn when Nvidia pays its next hiked dividend? Finbold
來源連結

AVGO Broadcom

Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2 - Barchart.com
Barchart.com · 2026-08-22 19:30 UTC
Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2 Barchart.com
來源連結
3 Semiconductor Stocks to Buy Before August Ends - 24/7 Wall St.
24/7 Wall St. · 2026-08-22 11:00 UTC
3 Semiconductor Stocks to Buy Before August Ends 24/7 Wall St.
來源連結
Broadcom: The Market Has This One Wrong - Seeking Alpha
Seeking Alpha · 2026-08-22 08:01 UTC
Broadcom: The Market Has This One Wrong Seeking Alpha
來源連結

MU Micron

Micron Stock Is Up 30% From Its Recent Low. Here's How Much a $5,000 Investment Today Could Be Worth by Next Year, According to Wall Street Analysts. - The Motley Fool
The Motley Fool · 2026-08-23 05:30 UTC
Micron Stock Is Up 30% From Its Recent Low. Here's How Much a $5,000 Investment Today Could Be Worth by Next Year, According to Wall Street Analysts. The Motley Fool
來源連結
Micron (MU) Stock Crashes Below $910 as China’s CXMT Plans an $8.5B IPO; Is the DRAM Bull Cycle Cracking? - TradingKey
TradingKey · 2026-08-22 16:21 UTC
Micron (MU) Stock Crashes Below $910 as China’s CXMT Plans an $8.5B IPO; Is the DRAM Bull Cycle Cracking? TradingKey
來源連結
$Micron Technology (MU.US)$ - Moomoo
Moomoo · 2026-08-22 12:34 UTC
$Micron Technology (MU.US)$ Moomoo
來源連結

PLTR Palantir

Palantir (PLTR) Stock Forecast: 85% Revenue Growth, Rule of 40 at 145% - Worth $129? - TradingKey
TradingKey · 2026-08-22 18:41 UTC
Palantir (PLTR) Stock Forecast: 85% Revenue Growth, Rule of 40 at 145% - Worth $129? TradingKey
來源連結
$PLTR stock rose 3% this week. Here's what we see in our data. - Quiver Quantitative
Quiver Quantitative · 2026-08-22 16:37 UTC
$PLTR stock rose 3% this week. Here's what we see in our data. Quiver Quantitative
來源連結
Prediction: This Will Be Palantir's Stock Price by the End of 2030 - The Motley Fool
The Motley Fool · 2026-08-22 10:15 UTC
Prediction: This Will Be Palantir's Stock Price by the End of 2030 The Motley Fool
來源連結

TSLA Tesla

What Is Tesla (TSLA) Telling Investors With Its 3 Million Vehicle China Recall? - simplywall.st
simplywall.st · 2026-08-22 23:36 UTC
What Is Tesla (TSLA) Telling Investors With Its 3 Million Vehicle China Recall? simplywall.st
來源連結
$TSLA stock rose 6% this week. Here's what we see in our data. - Quiver Quantitative
Quiver Quantitative · 2026-08-22 16:37 UTC
$TSLA stock rose 6% this week. Here's what we see in our data. Quiver Quantitative
來源連結
Tesla's stock jumps as the company gets ready for a robotaxi push - Moomoo
Moomoo · 2026-08-22 10:25 UTC
Tesla's stock jumps as the company gets ready for a robotaxi push Moomoo
來源連結

QQQ Nasdaq 100 ETF

The Smartest ETF to Buy With $750 Right Now - The Globe and Mail
The Globe and Mail · 2026-08-22 18:12 UTC
The Smartest ETF to Buy With $750 Right Now The Globe and Mail
來源連結
Trademark Financial Management LLC Decreases Holdings in Invesco QQQ $QQQ - MarketBeat
MarketBeat · 2026-08-22 08:45 UTC
Trademark Financial Management LLC Decreases Holdings in Invesco QQQ $QQQ MarketBeat
來源連結
Invesco QQQ $QQQ Shares Acquired by Warner Group LLC - MarketBeat
MarketBeat · 2026-08-22 08:45 UTC
Invesco QQQ $QQQ Shares Acquired by Warner Group LLC MarketBeat
來源連結

2330.TW 台積電

都買台積電！17位億萬富豪持股曝光「重押這3檔」成共同答案 - 自由時報
自由時報 · 2026-08-22 15:25 UTC
都買台積電！17位億萬富豪持股曝光「重押這3檔」成共同答案自由時報
來源連結

2454.TW 聯發科

四大壽險金控大買 AI 股台積電、聯發科、台達電等獲青睞 - 經濟日報
經濟日報 · 2026-08-22 09:00 UTC
四大壽險金控大買 AI 股台積電、聯發科、台達電等獲青睞經濟日報
來源連結

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。

NVTS Navitas Semiconductor

Why Navitas Semiconductor Stock Sank This Week - The Motley Fool
The Motley Fool · 2026-08-22 12:30 UTC
Why Navitas Semiconductor Stock Sank This Week The Motley Fool
來源連結
Why Navitas Semiconductor Stock Sank This Week - AOL.com
AOL.com · 2026-08-22 12:04 UTC
Why Navitas Semiconductor Stock Sank This Week AOL.com
來源連結
Why Navitas Semiconductor Stock Sank This Week - The Globe and Mail
The Globe and Mail · 2026-08-22 11:59 UTC
Why Navitas Semiconductor Stock Sank This Week The Globe and Mail
來源連結

MRVL Marvell

MRVL Stock Jumps After-Hours On S&P 500 Inclusion - Stocktwits
Stocktwits · 2026-08-22 19:27 UTC
MRVL Stock Jumps After-Hours On S&P 500 Inclusion Stocktwits
來源連結
$MRVL stock rose 6% this week. Here's what we see in our data. - Quiver Quantitative
Quiver Quantitative · 2026-08-22 16:37 UTC
$MRVL stock rose 6% this week. Here's what we see in our data. Quiver Quantitative
來源連結
Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It - 24/7 Wall St.
24/7 Wall St. · 2026-08-22 15:48 UTC
Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It 24/7 Wall St.
來源連結

AMD Advanced Micro Devices

Cornerstone Advisors LLC Has $47.32 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD - MarketBeat
MarketBeat · 2026-08-23 07:43 UTC
Cornerstone Advisors LLC Has $47.32 Million Stock Holdings in Advanced Micro Devices, Inc. $AMD MarketBeat
來源連結
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Outperform Nvidia Over the Next 3 Years - The Motley Fool
The Motley Fool · 2026-08-22 13:05 UTC
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Outperform Nvidia Over the Next 3 Years The Motley Fool
來源連結
Advanced Micro Devices, Inc. $AMD Shares Sold by Deutsche Bank AG - MarketBeat
MarketBeat · 2026-08-22 08:39 UTC
Advanced Micro Devices, Inc. $AMD Shares Sold by Deutsche Bank AG MarketBeat
來源連結

NET Cloudflare

Cloudflare Q2 2026 Earnings Preview: NET at a Record High, Can a Beat Justify It? - TradingKey
TradingKey · 2026-08-22 18:42 UTC
Cloudflare Q2 2026 Earnings Preview: NET at a Record High, Can a Beat Justify It? TradingKey
來源連結
Cloudflare (NET) Joins Signal As Auditor, Is The Premium Already Priced In? - simplywall.st
simplywall.st · 2026-08-22 17:17 UTC
Cloudflare (NET) Joins Signal As Auditor, Is The Premium Already Priced In? simplywall.st
來源連結
Critical Metals Shares Leap 23%, but Amended Agreement May Double Net Share Increase - TechStock²
TechStock² · 2026-08-22 11:51 UTC
Critical Metals Shares Leap 23%, but Amended Agreement May Double Net Share Increase TechStock²
來源連結

SPCX SpaceX

Huge News for SpaceX Stock Investors! - The Globe and Mail
The Globe and Mail · 2026-08-23 05:46 UTC
Huge News for SpaceX Stock Investors! The Globe and Mail
來源連結
Huge News for SpaceX Stock Investors! - The Motley Fool
The Motley Fool · 2026-08-23 04:32 UTC
Huge News for SpaceX Stock Investors! The Motley Fool
來源連結
Top analyst sees trouble looming for SpaceX stock - thestreet.com
thestreet.com · 2026-08-22 20:00 UTC
Top analyst sees trouble looming for SpaceX stock thestreet.com
來源連結

SKHY SK Hynix

Dividends or buybacks: Samsung, SK hynix divide on AI windfall - The Korea Herald
The Korea Herald · 2026-08-23 06:24 UTC
Dividends or buybacks: Samsung, SK hynix divide on AI windfall The Korea Herald
來源連結
Will SK Hynix’s $28.9 Billion Buyback Keep Working? Monday Trading in Focus - bloomingbit
bloomingbit · 2026-08-23 06:10 UTC
Will SK Hynix’s $28.9 Billion Buyback Keep Working? Monday Trading in Focus bloomingbit
來源連結
A $28.7 Billion Reason to Buy SK hynix Stock Now - Barchart.com
Barchart.com · 2026-08-22 15:00 UTC
A $28.7 Billion Reason to Buy SK hynix Stock Now Barchart.com
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 — 監控 — 系統不主動建議賣出；請人工判斷長抱論點是否改變。
MU Micron：持有 — 持有，並列入人工確認。
PLTR Palantir：持有 — 核心長抱，持續持有。
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。
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。
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。
AMD Advanced Micro Devices：持有 — 觀察，不進場；如有基本面或事件因素再人工確認。
NET Cloudflare：持有 — 觀察，不進場；如有基本面或事件因素再人工確認。
SPCX SpaceX：持有 — 暫不動作，先人工確認資料品質。
SKHY SK Hynix：持有 — 暫不動作，先人工確認資料品質。
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

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

3167.TWO 大量

NVTS Navitas Semiconductor

系統訊號 — 候選股檢查

MRVL Marvell

AMD Advanced Micro Devices

NET Cloudflare

SPCX SpaceX

SKHY SK Hynix

2344.TW 華邦電

持股 vs 均線（MA20 / MA50 / MA200）

NVDA Nvidia

AVGO Broadcom

MU Micron

PLTR Palantir

TSLA Tesla

QQQ Nasdaq 100 ETF

2330.TW 台積電

2454.TW 聯發科

2308.TW 台達電

NVTS Navitas Semiconductor

標的新聞摘要

NVDA Nvidia

Nvidia Stock Trades at a Reasonable Valuation With Ample Growth Headroom - Yahoo Finance

Stock Market Week Ahead: A Choppy Market Heads For Nvidia Earnings, Jackson Hole - Investor's Business Daily

How much will 100 NVDA shares earn when Nvidia pays its next hiked dividend? - Finbold

AVGO Broadcom

Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2 - Barchart.com

3 Semiconductor Stocks to Buy Before August Ends - 24/7 Wall St.

Broadcom: The Market Has This One Wrong - Seeking Alpha

MU Micron

Micron Stock Is Up 30% From Its Recent Low. Here's How Much a $5,000 Investment Today Could Be Worth by Next Year, According to Wall Street Analysts. - The Motley Fool

Micron (MU) Stock Crashes Below $910 as China’s CXMT Plans an $8.5B IPO; Is the DRAM Bull Cycle Cracking? - TradingKey

$Micron Technology (MU.US)$ - Moomoo

PLTR Palantir

Palantir (PLTR) Stock Forecast: 85% Revenue Growth, Rule of 40 at 145% - Worth $129? - TradingKey

$PLTR stock rose 3% this week. Here's what we see in our data. - Quiver Quantitative

Prediction: This Will Be Palantir's Stock Price by the End of 2030 - The Motley Fool

TSLA Tesla

What Is Tesla (TSLA) Telling Investors With Its 3 Million Vehicle China Recall? - simplywall.st

$TSLA stock rose 6% this week. Here's what we see in our data. - Quiver Quantitative

Tesla's stock jumps as the company gets ready for a robotaxi push - Moomoo

QQQ Nasdaq 100 ETF

The Smartest ETF to Buy With $750 Right Now - The Globe and Mail

Trademark Financial Management LLC Decreases Holdings in Invesco QQQ $QQQ - MarketBeat

Invesco QQQ $QQQ Shares Acquired by Warner Group LLC - MarketBeat

2330.TW 台積電

都買台積電！17位億萬富豪持股曝光 「重押這3檔」成共同答案 - 自由時報

2454.TW 聯發科

四大壽險金控大買 AI 股 台積電、聯發科、台達電等獲青睞 - 經濟日報

2308.TW 台達電

3167.TWO 大量

NVTS Navitas Semiconductor

Why Navitas Semiconductor Stock Sank This Week - The Motley Fool

Why Navitas Semiconductor Stock Sank This Week - AOL.com

Why Navitas Semiconductor Stock Sank This Week - The Globe and Mail

MRVL Marvell

MRVL Stock Jumps After-Hours On S&P 500 Inclusion - Stocktwits

$MRVL stock rose 6% this week. Here's what we see in our data. - Quiver Quantitative

Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It - 24/7 Wall St.

AMD Advanced Micro Devices

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