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: NVDA LONG · READY
NVDA LONG · Ideal Entry Zone 226–227 · Live ER +2.82% · Gate No Trade
先给机会,再给分析 — 无需翻页
#1:NVDA ranked #1 because weakest RS + largest expected range + highest probability
Primary → Secondary → Tertiary · 盘中可更新
nuclear — Oklo's Meta Deal Calls For a 1.2-Gigawatt Reactor in Ohio. Here's When It's Slat
How Dubai, Abu Dhabi Are Coping With the Iran War: Live Q&A
tariff — Arabica Coffee Prices Hit Record on U.S., Colombia Tariff Spat
Geopolitical Risk + Geopolitical Risk (Iran)
Gate:Wait
| # | Ticker | Dir | Hz | Win% | ER% | R:R | Ideal Entry | Alt Entry | Status | Stop | Target | Why Today | Catalyst | Invalidation |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA NVDA ranked #1 because weakest RS + largest expected range + highest probability |
LONG | Swing | 77.0% | 3.1% | Reward/Risk 7.55 | Entry Zone 226–227 | — |
EXPIRED
Abandon today |
$225.28 | $233.23 | RS vs QQQ +7.10% · RS vs SMH +6.28% · News 7 · Volume 信号 | Geopolitical Risk · Geopolitical Risk (Iran) | Close below stop $225.28 · Geopolitical escalation invalidates mean-reversion |
#1:NVDA ranked #1 because weakest RS + largest expected range + highest probability
Extended Gap on NVDA
EV $+555 (win +$751 @ 77.0% · loss -$100)
「做多 NVDA:在 226.21 附近入场,目标 233.23,预期 +3.10%」
「波段做多 NVDA:理想入场 $222.89–$226.83,止损 $216.38,目标 $239.18(约 +5.8%),持仓天数–数周」
H-2026-08-28-001 · 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:Stock Edge
Why vs #2:NVDA RS +7.1% vs AVGO +3.5%;ER 2.8% vs 1.4%;Win% 77 vs 72;higher beta (7.5 vs 4.2);relative strength
final = win_prob(77%) × ER(2.8%) × rr_weight(0.5) / 100
Driver「Political — Geopolitical Risk」→ XLE, UUP, QQQ
| Symbol | 日涨跌 | vs QQQ | |
|---|---|---|---|
| XLE | 0.89% | -4.48% | ▼ |
| UUP | — | — | — |
| QQQ | 5.37% | +0.00% | — |