Personal Investment Agent

每日投資儀表板

2026-10-01 · 產生時間 2026-10-01 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 762.63 · MA200 719.62

Nasdaq 100 QQQ

Risk On

高於 MA200

收盤 739.77 · MA200 667.27

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)16.6916.34+2.14%+25%正常
Nasdaq 100 ETF (QQQ)739.77737.93+0.25%-3%正常
S&P 500 ETF (SPY)762.63764.20-0.21%-2.5%正常
US 10Y Yield (^TNX)5.295.26+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 228.38 · MA20 223.19 · MA50 217.40 · 前低 208.93 · 前高 234.76

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 228.38 仍在 MA200 200.15 之上,長期趨勢正常。

AVGO Broadcom

核心 / 衰退期 · 收盤 351.19 · MA20 355.38 · MA50 375.03 · 前低 335.81 · 前高 366.55

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 351.19 跌破 MA200 367.50,長期趨勢轉弱。

MU Micron

波段 / 成長期(初升段) · 收盤 1,065.11 · MA20 1,012.10 · MA50 951.59 · 前低 902.60 · 前高 1,042.40

加碼
規則
breakout_with_volume
建議動作
加碼訊號:可依金字塔規則加下一筆,但實際部位由使用者決定。
原因
收盤價 1065.11 突破前高 1042.40,且成交量 30538500 高於 20 日均量 24969085。

PLTR Palantir

核心 / 成長期(初升段) · 收盤 187.05 · MA20 178.85 · MA50 167.16 · 前低 164.55 · 前高 188.37

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 187.05 仍在 MA200 152.04 之上,長期趨勢正常。

TSLA Tesla

核心 / 整理/中性 · 收盤 354.81 · MA20 365.30 · MA50 346.96 · 前低 354.05 · 前高 384.04

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 354.81 跌破 MA200 394.23,長期趨勢轉弱。

GOOG Alphabet

核心 / 整理/中性 · 收盤 340.74 · MA20 339.15 · MA50 341.47 · 前低 325.63 · 前高 359.98

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 340.74 仍在 MA200 337.11 之上,長期趨勢正常。

QQQ Nasdaq 100 ETF

核心 / 成長期(初升段) · 收盤 739.77 · MA20 724.54 · MA50 714.93 · 前低 700.00 · 前高 748.35

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 739.77 仍在 MA200 667.27 之上,長期趨勢正常。

2330.TW 台積電

核心 / 成長期(初升段) · 收盤 2,510.00 · MA20 2,442.50 · MA50 2,401.90 · 前低 2,375.00 · 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 2510.00 仍在 MA200 2100.15 之上,長期趨勢正常。 ⚠️ 前高 2505.00 已突破但未達確認門檻(僅連續 1/2 根收盤、幅度 0.20% 未超過 2.0% 門檻),依雜訊過濾規則暫不視為有效訊號。

2454.TW 聯發科

核心 / 成長期(初升段) · 收盤 4,980.00 · MA20 4,731.50 · MA50 4,197.40 · 前低 4,430.00 · 前高 5,480.00

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 4980.00 仍在 MA200 2949.68 之上,長期趨勢正常。

2308.TW 台達電

核心 / 成長期(初升段) · 收盤 1,905.00 · MA20 1,784.75 · MA50 1,761.30 · 前低 1,560.00 · 前高 1,965.00

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 1905.00 仍在 MA200 1652.34 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 11.61 · MA20 11.54 · MA50 12.03 · 前低 10.27 · 前高 12.63

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 11.61 跌破 MA50 12.03,中期趨勢轉弱。

系統訊號 — 候選股檢查

MRVL Marvell

收盤 264.21 · MA20 239.92 · MA50 224.33 · 前低 200.62 · 前高 241.88

持有
規則
watchlist_healthy_no_entry
建議動作
觀察,不追價。
原因
候選股趨勢健康(收盤價 264.21 > MA20 239.92 > MA50 224.33),但尚未突破前高。

AMD Advanced Micro Devices

收盤 611.76 · MA20 549.67 · MA50 510.38 · 前低 440.50 · 前高 491.12

持有
規則
watchlist_healthy_no_entry
建議動作
觀察,不追價。
原因
候選股趨勢健康(收盤價 611.76 > MA20 549.67 > MA50 510.38),但尚未突破前高。

NET Cloudflare

收盤 347.28 · MA20 325.52 · MA50 304.35 · 前低 269.30 · 前高 309.53

持有
規則
watchlist_healthy_no_entry
建議動作
觀察,不追價。
原因
候選股趨勢健康(收盤價 347.28 > MA20 325.52 > MA50 304.35),但尚未突破前高。

SPCX SpaceX

收盤 150.86 · MA20 149.30 · MA50 137.49 · 前低 142.87 · 前高 158.13

持有
規則
watchlist_healthy_no_entry
建議動作
觀察,不追價。
原因
候選股趨勢健康(收盤價 150.86 > MA20 149.30 > MA50 137.49),但尚未突破前高。

SKHY SK Hynix

收盤 184.15 · MA20 183.41 · MA50 165.48 · 前低 172.23 · 前高 196.48

持有
規則
watchlist_healthy_no_entry
建議動作
觀察,不追價。
原因
候選股趨勢健康(收盤價 184.15 > MA20 183.41 > MA50 165.48),但尚未突破前高。

2344.TW 華邦電

收盤 180.00 · MA20 174.22 · MA50 169.98 · 前低 158.50 · 前高 192.00

持有
規則
watchlist_healthy_no_entry
建議動作
觀察,不追價。
原因
候選股趨勢健康(收盤價 180.00 > MA20 174.22 > MA50 169.98),但尚未突破前高。

持股 vs 均線(MA20 / MA50 / MA200)

NVDA Nvidia

177.42235.742026-04-102026-09-30CLOSEMA20MA50MA200

AVGO Broadcom

322.04481.572026-04-102026-09-30CLOSEMA20MA50MA200

MU Micron

397.551213.562026-04-102026-09-30CLOSEMA20MA50MA200

PLTR Palantir

107.27192.592026-04-102026-09-30CLOSEMA20MA50MA200

TSLA Tesla

298.32445.272026-04-102026-09-30CLOSEMA20MA50MA200

GOOG Alphabet

297.81399.042026-04-102026-09-30CLOSEMA20MA50MA200

QQQ Nasdaq 100 ETF

588.64747.462026-04-102026-09-30CLOSEMA20MA50MA200

2330.TW 台積電

1853.402510.002026-04-132026-10-01CLOSEMA20MA50MA200

2454.TW 聯發科

1603.005285.002026-04-132026-10-01CLOSEMA20MA50MA200

2308.TW 台達電

1362.002520.002026-04-132026-10-01CLOSEMA20MA50MA200

NVTS Navitas Semiconductor

8.9231.792026-04-102026-09-30CLOSEMA20MA50MA200

標的新聞摘要

NVDA Nvidia

  1. Nvidia is repurchasing its own shares—what stock buybacks mean for investors - cnbc.com

    cnbc.com · 2026-09-30 19:06 UTC

    Nvidia is repurchasing its own shares—what stock buybacks mean for investors cnbc.com

    來源連結
  2. Price Prediction: 5 Years From Now, This Could Be Nvidia Stock’s Price - Yahoo Finance

    Yahoo Finance · 2026-09-30 14:30 UTC

    Price Prediction: 5 Years From Now, This Could Be Nvidia Stock’s Price Yahoo Finance

    來源連結
  3. Nvidia Stock Just Did Something for the First Time in 10 Years. Here's What History Says Happens Next. - The Motley Fool

    The Motley Fool · 2026-09-30 12:00 UTC

    Nvidia Stock Just Did Something for the First Time in 10 Years. Here's What History Says Happens Next. The Motley Fool

    來源連結

AVGO Broadcom

  1. SCHD's Rules Sold Broadcom in March 2024. The Stock Is Up About 183% Since, and SCHD Holders Missed the Run - 24/7 Wall St.

    24/7 Wall St. · 2026-09-30 20:01 UTC

    SCHD's Rules Sold Broadcom in March 2024. The Stock Is Up About 183% Since, and SCHD Holders Missed the Run 24/7 Wall St.

    來源連結
  2. Broadcom vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026? - The Motley Fool

    The Motley Fool · 2026-09-30 15:15 UTC

    Broadcom vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026? The Motley Fool

    來源連結
  3. History Says Broadcom Stock's Best Season Starts Now. It Has Risen in 13 Straight Fourth Quarters. - The Motley Fool

    The Motley Fool · 2026-09-30 08:38 UTC

    History Says Broadcom Stock's Best Season Starts Now. It Has Risen in 13 Straight Fourth Quarters. The Motley Fool

    來源連結

MU Micron

  1. Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold - cnbc.com

    cnbc.com · 2026-09-30 20:15 UTC

    Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold cnbc.com MU Stock Drops After Hours: Micron’s Heightened Capex Forecast Overpowers Q4 Beat, Expectation-Beating Q1 Guidance Yahoo Finance Here’s How Much Micron Stock Is Expected to Move After Earnings Investopedia Here's What a $1,080 Investment in Micron Stock Could Be Worth in 5 Years The Motley Fool Micron rises as Q4 results, guidance top estimates (MU:NASDAQ) Seeking Alpha Micron Technology Tops Lofty Fiscal Q4 Goals, Guides Above Views Investor's Business Daily Micron (NASDAQ:MU) Smashes Earnings With a $54 Billion Quarter. So Why Is the Stock Barely Moving? Stocks Down Under JPMorgan revamps Micron stock price target before earnings thestreet.com Micron’s Earnings Guidance May Look Weak Tomorrow. Buy MU Stock Anyway 24/7 Wall St.

    來源連結
  2. Micron tops Q4 estimates on top and bottom lines, offers strong Q1 outlook - Yahoo Finance

    Yahoo Finance · 2026-09-30 20:04 UTC

    Micron tops Q4 estimates on top and bottom lines, offers strong Q1 outlook Yahoo Finance

    來源連結
  3. Michael Burry Swapped Shorts for Micron Puts Struck Near Half the Share Price - 24/7 Wall St.

    24/7 Wall St. · 2026-09-30 13:16 UTC

    Michael Burry Swapped Shorts for Micron Puts Struck Near Half the Share Price 24/7 Wall St.

    來源連結

PLTR Palantir

  1. Palantir Stock Forecast: Weekly Breakout Puts $242 in Focus - FXEmpire

    FXEmpire · 2026-10-01 02:54 UTC

    Palantir Stock Forecast: Weekly Breakout Puts $242 in Focus FXEmpire

    來源連結
  2. ServiceNow vs. Palantir Technologies: Which Tech Stock Is a Better Buy in 2026? - The Motley Fool

    The Motley Fool · 2026-10-01 00:35 UTC

    ServiceNow vs. Palantir Technologies: Which Tech Stock Is a Better Buy in 2026? The Motley Fool

    來源連結
  3. Was There Any Sign Palantir Stock Would Run? - trefis.com

    trefis.com · 2026-09-30 19:22 UTC

    Was There Any Sign Palantir Stock Would Run? trefis.com

    來源連結

TSLA Tesla

  1. SpaceX Just Got a Little Closer to a Tesla Merger - Barron's

    Barron's · 2026-09-30 20:25 UTC

    SpaceX Just Got a Little Closer to a Tesla Merger Barron's

    來源連結
  2. Should You Buy Tesla Stock Before Oct. 2? - Yahoo Finance

    Yahoo Finance · 2026-09-30 13:20 UTC

    Should You Buy Tesla Stock Before Oct. 2? Yahoo Finance

    來源連結
  3. Why Is Tesla Stock Slipping in Premarket Today and Why Is Cathie Wood Buying TSLA? - tipranks.com

    tipranks.com · 2026-09-30 09:30 UTC

    Why Is Tesla Stock Slipping in Premarket Today and Why Is Cathie Wood Buying TSLA? tipranks.com

    來源連結

GOOG Alphabet

  1. Alphabet stock slips on report of internal doubts over Gemini 4 - Investing.com

    Investing.com · 2026-10-01 01:58 UTC

    Alphabet stock slips on report of internal doubts over Gemini 4 Investing.com

    來源連結
  2. Google Unveils New AI Model Gemini 4 Argon, Sending Alphabet Stock Higher - Barron's

    Barron's · 2026-09-30 21:35 UTC

    Google Unveils New AI Model Gemini 4 Argon, Sending Alphabet Stock Higher Barron's

    來源連結
  3. Alphabet Stock Jumps: What's Happening Today? - benzinga.com

    benzinga.com · 2026-09-30 14:48 UTC

    Alphabet Stock Jumps: What's Happening Today? benzinga.com

    來源連結

QQQ Nasdaq 100 ETF

  1. Cathie Wood Says Real Yields Are Fueling Higher Interest Rates - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) - benzinga.com

    benzinga.com · 2026-09-30 10:17 UTC

    Cathie Wood Says Real Yields Are Fueling Higher Interest Rates - Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) benzinga.com

    來源連結
  2. Invesco QQQ Trust Stock Analysis: Daily Bullish Trend, Hourly Momentum Fade - The Cryptonomist

    The Cryptonomist · 2026-09-30 09:38 UTC

    Invesco QQQ Trust Stock Analysis: Daily Bullish Trend, Hourly Momentum Fade The Cryptonomist

    來源連結

2330.TW 台積電

  1. 台股第4季買什麼?台積電、富邦金...杜金龍公開4檔口袋名單「一路抱到明年5月」:台塑四寶「這檔」暴賺170% - 今周刊

    今周刊 · 2026-10-01 04:54 UTC

    台股第4季買什麼?台積電、富邦金...杜金龍公開4檔口袋名單「一路抱到明年5月」:台塑四寶「這檔」暴賺170% 今周刊

    來源連結

2454.TW 聯發科

今日未找到重要新聞。

2308.TW 台達電

  1. 2308 台達電- 股價未突破3000以上 - 股市爆料同學會 - CMoney

    CMoney · 2026-10-01 04:36 UTC

    2308 台達電- 股價未突破3000以上 - 股市爆料同學會 CMoney

    來源連結

3167.TWO 大量

今日未找到重要新聞。

NVTS Navitas Semiconductor

  1. Nasdaq Futures Tread Water After Monday Rout: MU, NVTS, NVO, KOD, SMMT, ASTS Stocks In Focus - Stocktwits

    Stocktwits · 2026-10-01 01:44 UTC

    Nasdaq Futures Tread Water After Monday Rout: MU, NVTS, NVO, KOD, SMMT, ASTS Stocks In Focus Stocktwits

    來源連結
  2. Navitas Semiconductor's U.S. Army Deal Could Be Just The Beginning (Rating Upgrade) (NVTS) - Seeking Alpha

    Seeking Alpha · 2026-09-30 23:27 UTC

    Navitas Semiconductor's U.S. Army Deal Could Be Just The Beginning (Rating Upgrade) (NVTS) Seeking Alpha

    來源連結
  3. What's Happening With Navitas Semiconductor Stock Wednesday? - benzinga.com

    benzinga.com · 2026-09-30 19:21 UTC

    What's Happening With Navitas Semiconductor Stock Wednesday? benzinga.com

    來源連結

MRVL Marvell

  1. What Changed In Marvell’s Story? - trefis.com

    trefis.com · 2026-09-30 20:51 UTC

    What Changed In Marvell’s Story? trefis.com

    來源連結
  2. Better AI Chip Stock to Buy Today: Broadcom vs. Marvell - The Motley Fool

    The Motley Fool · 2026-09-30 14:17 UTC

    Better AI Chip Stock to Buy Today: Broadcom vs. Marvell The Motley Fool

    來源連結
  3. Marvell: The Market Is No Longer Trading On FY 2027 - Seeking Alpha

    Seeking Alpha · 2026-09-30 11:51 UTC

    Marvell: The Market Is No Longer Trading On FY 2027 Seeking Alpha

    來源連結

AMD Advanced Micro Devices

今日未找到重要新聞。

NET Cloudflare

  1. Cloudflare announces public certificate authority and Cloudflare stock has a USD 321.85 target - AD HOC NEWS

    AD HOC NEWS · 2026-10-01 06:36 UTC

    Cloudflare announces public certificate authority and Cloudflare stock has a USD 321.85 target AD HOC NEWS

    來源連結
  2. Cloudflare stock surges 79% in 2026 but trades at high valuation amid AI security growth uncertainty. - Pluang

    Pluang · 2026-09-30 13:05 UTC

    Cloudflare stock surges 79% in 2026 but trades at high valuation amid AI security growth uncertainty. Pluang

    來源連結
  3. Cloudflare at $350: AI Cybersecurity Threats Aren’t Enough to Move the Needle Now - Yahoo Finance

    Yahoo Finance · 2026-09-30 12:45 UTC

    Cloudflare at $350: AI Cybersecurity Threats Aren’t Enough to Move the Needle Now Yahoo Finance

    來源連結

SPCX SpaceX

  1. SpaceX Stock Doesn't Pay A Dividend. Use This Strategy To Create One. - Investor's Business Daily

    Investor's Business Daily · 2026-09-30 17:19 UTC

    SpaceX Stock Doesn't Pay A Dividend. Use This Strategy To Create One. Investor's Business Daily

    來源連結
  2. SPCX Stock Eyes 2-Month Winning Streak: Analyst Says SpaceX Could Double On 2,200 Annual Launches By 2030 - Stocktwits

    Stocktwits · 2026-09-30 14:42 UTC

    SPCX Stock Eyes 2-Month Winning Streak: Analyst Says SpaceX Could Double On 2,200 Annual Launches By 2030 Stocktwits

    來源連結
  3. SpaceX Just Took a 'Major' Step Toward $900 Stock, Top Analyst Says — Starship Success Could Fuel a $12 T - benzinga.com

    benzinga.com · 2026-09-30 13:48 UTC

    SpaceX Just Took a 'Major' Step Toward $900 Stock, Top Analyst Says — Starship Success Could Fuel a $12 T benzinga.com

    來源連結

SKHY SK Hynix

  1. SK hynix: The Case For Owning The HBM Leader Into 2027 (NASDAQ:SKHY) - Seeking Alpha

    Seeking Alpha · 2026-10-01 04:50 UTC

    SK hynix: The Case For Owning The HBM Leader Into 2027 (NASDAQ:SKHY) Seeking Alpha

    來源連結
  2. SKHY Reportedly Revives China NAND Plant After 4-Year Pause, Days After $39B Korean Fabs Investment - Stocktwits

    Stocktwits · 2026-09-30 23:54 UTC

    SKHY Reportedly Revives China NAND Plant After 4-Year Pause, Days After $39B Korean Fabs Investment Stocktwits

    來源連結
  3. SK hynix (NASDAQ:SKHY) Stock Falls 1.4% - What's Next? - marketbeat.com

    marketbeat.com · 2026-09-30 21:50 UTC

    SK hynix (NASDAQ:SKHY) Stock Falls 1.4% - What's Next? marketbeat.com

    來源連結

2344.TW 華邦電

  1. 2344 華邦電- 股價波段漲幅將起! - 股市爆料同學會 - CMoney

    CMoney · 2026-10-01 03:06 UTC

    2344 華邦電- 股價波段漲幅將起! - 股市爆料同學會 CMoney

    來源連結

Hermes 新聞分析任務

今日行動清單

  1. NVDA Nvidia:持有 — 核心長抱,持續持有。
  2. 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。
  3. MU Micron:加碼 — 加碼訊號:可依金字塔規則加下一筆,但實際部位由使用者決定。
  4. PLTR Palantir:持有 — 核心長抱,持續持有。
  5. 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。
  6. GOOG Alphabet:持有 — 核心長抱,持續持有。
  7. QQQ Nasdaq 100 ETF:持有 — 核心長抱,持續持有。
  8. 2330.TW 台積電:持有 — 核心長抱,持續持有。
  9. 2454.TW 聯發科:持有 — 核心長抱,持續持有。
  10. 2308.TW 台達電:持有 — 核心長抱,持續持有。
  11. 3167.TWO 大量:持有 — 暫不動作,先人工確認資料品質。
  12. NVTS Navitas Semiconductor:出場 — 出場訊號:依規則應完全出場。
  13. MRVL Marvell:持有 — 觀察,不追價。
  14. AMD Advanced Micro Devices:持有 — 觀察,不追價。
  15. NET Cloudflare:持有 — 觀察,不追價。
  16. SPCX SpaceX:持有 — 觀察,不追價。
  17. SKHY SK Hynix:持有 — 觀察,不追價。
  18. 2344.TW 華邦電:持有 — 觀察,不追價。