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
No actionable primary at re-eval (or Morning had none) · ADVISORY
Morning: MU LONG · TRIGGERED
MU LONG · Ideal Entry Zone 969–975 · Live ER +2.41% · Gate No Trade
先给机会,再给分析 — 无需翻页
#1:MU ranked #1 because weakest RS + largest expected range + highest probability
Primary → Secondary → Tertiary · 盘中可更新
Oil Spills Show Cost of Keeping Middle East Barrels Flowing
Scheduled: National Accounts - GDP (Eurostat)
tariff — Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat
Geopolitical Risk + GDP
Gate:Wait
| # | Ticker | Dir | Hz | Win% | ER% | R:R | Ideal Entry | Alt Entry | Status | Stop | Target | Why Today | Catalyst | Invalidation |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MU MU ranked #1 because weakest RS + largest expected range + highest probability |
LONG | Swing | 72.0% | 3.09% | Reward/Risk 1.37 | Entry Zone 969–975 | — |
EXPIRED
Abandon today |
$949.83 | $1001.82 | RS vs QQQ +5.94% · RS vs SMH +6.44% · Volume 信号 | Geopolitical Risk · GDP | Close below stop $949.83 · Geopolitical escalation invalidates mean-reversion |
#1:MU ranked #1 because weakest RS + largest expected range + highest probability
Extended Gap on MU
EV $+62 (win +$120 @ 72.0% · loss -$88)
「做多 MU:在 971.77 附近入场,目标 1001.82,预期 +3.09%」
「波段做多 TSLA:理想入场 $335.83–$342.34,止损 $324.86,目标 $363.24(约 +6.4%),持仓天数–数周」
H-2026-08-14-001 · 弱 NFP 能否抵消 AI 抛售?(Macro 利率利好 vs 半导体风险)
Scenario B:若 Geopolitical Risk 强于预期 + QQQ < 昨低 → Put / 放弃 · Scenario C:若 QQQ 震荡 → 不交易
Edge:Relative Strength
Why vs #2:MU RS +5.9% vs ARM +2.6%;ER 2.4% vs 1.1%;higher beta (5.2 vs 2.9);relative strength
final = win_prob(72%) × ER(2.4%) × rr_weight(0.5) / 100
Driver「Political — Geopolitical Risk」→ XLE, UUP, QQQ
| Symbol | 日涨跌 | vs QQQ | |
|---|---|---|---|
| XLE | 4.88% | +5.89% | ▲ |
| UUP | -0.39% | +0.62% | ▲ |
| QQQ | -1.01% | +0.00% | — |