30 秒看懂:这不是炒股 App,也不会帮你下单。它每天自动做一套「晨会 → 盘中检查 → 收盘复盘」的研究报告,供你阅读和决策参考。
你唯一必须做的事:每个交易日收盘后花约 5 分钟去核对——告诉系统今天猜对了还是猜错了。核对越多,Agent 才会越用越准。
首页「Morning 一页纸 · 决策卡」每天 5 行 + Hypothesis。下面是一个假例子,帮你理解每行含义:
NYSE 休市日(周末、法定假日)没有当日报告,这是正常的——系统不会生成 Driver、决策卡或 Step 更新。
此时请点首页的「上一交易日」链接,查看最近一份完整报告。休市期间的新闻摘要(如有)仅供参考,不构成交易决策。
美股每日研究 · Step 0 → Step 8 · Learning Flywheel v2
先给机会,再给分析 — 无需翻页
#1:ARM ranked #1 because largest expected range + best reward/risk
Primary → Secondary → Tertiary · 盘中可更新
tariff — Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat
SMH +1.6% leading
QQQ +1.2%
Trade Policy
Gate:Trade
| # | Ticker | Dir | Hz | Win% | ER% | R:R | Ideal Entry | Alt Entry | Status | Stop | Target | Why Today | Catalyst | Invalidation |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ARM ARM ranked #1 because largest expected range + best reward/risk |
LONG | — | 54.0% | 2.6% | Reward/Risk 4.31 | Entry Zone 323–325 | — |
EXPIRED
Abandon today |
$322.22 | $332.62 | RS 弱于 QQQ -2.37% · 昨日强势 +8.1% 今日 gap 可控 · Gap 未过度延伸 · News 1 | Trade Policy · Trade Policy | Close below stop $322.22 |
| 2 | AMD | LONG | — | 54.0% | 2.52% | Reward/Risk 2.53 | Entry Zone 541–544 | — |
EXPIRED
Abandon today |
$537.06 | $556.16 | RS 弱于 QQQ -2.00% · 昨日强势 +7.9% 今日 gap 可控 · Gap 未过度延伸 · News 1 | Trade Policy · Trade Policy | Close below stop $537.06 |
| 3 | META | LONG | — | 66.0% | 2.82% | Reward/Risk 1.23 | Entry Zone 644–648 | — |
EXPIRED
Abandon today |
$631.48 | $664.57 | RS vs QQQ +6.96% · Volume 信号 | Trade Policy · Trade Policy | Close below stop $631.48 |
#1:ARM ranked #1 because largest expected range + best reward/risk
Trade Policy / Trade Policy Whipsaw
EV $+186 (win +$430 @ 54.0% · loss -$100)
「做多 ARM:在 324.18 附近入场,目标 332.62,预期 +2.60%」
H-2026-07-10-001 · AI/Semiconductor leads index today; macro is secondary variable
Scenario B:若 Trade Policy 强于预期 + QQQ < 昨低 → Put / 放弃 · Scenario C:若 QQQ 震荡 → 不交易
Edge:Sector Edge
Why vs #2:ARM RS -2.4% vs AMD -2.0%;ER 2.6% vs 2.5%;relative weakness play
final = win_prob(54%) × ER(2.6%) × rr_weight(0.5) / 100
Driver「Political — Trade Policy」→ SMH, NVDA, SPY
| Symbol | 日涨跌 | vs QQQ | |
|---|---|---|---|
| SMH | -3.92% | -4.69% | ▼ |
| NVDA | 7.87% | +7.10% | ▲ |
| SPY | 3.02% | +2.25% | ▲ |