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 977–983 · Live ER +1.83% · 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
nuclear — India’s Nuclear Opening Comes With a High Security Bar
tariff — Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat
SMH +1.4% leading
Geopolitical Risk
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 | Intraday | 76.0% | 2.3% | Reward/Risk 2.11 | Entry Zone 977–983 | — |
EXPIRED
Abandon today |
$969.26 | $1002.5 | RS vs QQQ +5.08% · RS vs SMH +3.49% · Volume 信号 · VIX 回落 | Geopolitical Risk · Trade Policy | Close below stop $969.26 · Geopolitical escalation invalidates mean-reversion |
#1:MU ranked #1 because weakest RS + largest expected range + highest probability
Extended Gap on MU
EV $+131 (win +$203 @ 76.0% · loss -$96)
「做多 MU:在 979.94 附近入场,目标 1002.5,预期 +2.30%」
「波段做空 META:理想入场 $549.85–$561.09,止损 $580.26,目标 $513.15(约 +7.0%),持仓天数–数周」
H-2026-08-21-001 · AI/Semiconductor leads index today; macro is secondary variable
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:Sector Edge
Why vs #2:MU RS +5.1% vs ARM +2.1%;ER 1.8% vs 0.7%;relative strength
final = win_prob(76%) × ER(1.8%) × rr_weight(0.5) / 100
Driver「Political — Geopolitical Risk」→ XLE, UUP, QQQ
| Symbol | 日涨跌 | vs QQQ | |
|---|---|---|---|
| XLE | -0.94% | -5.62% | ▼ |
| UUP | — | — | — |
| QQQ | 4.68% | +0.00% | — |