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。
每日结构化核心资产 · 从 Day 1(2026-07-02)开始积累
| Day | 日期 | Regime (R0) | 真正 Driver | Hypothesis | AI 贡献 | Surprise | |
|---|---|---|---|---|---|---|---|
| D33 | 2026-08-18 | Unknown | None | None | 0% | — | 详情 → |
| D32 | 2026-08-17 | AI Expansion | Macro | 部分对 | 2% | No major surprises vs typical driver mix | 详情 → |
| D31 | 2026-08-14 | AI Expansion | NFP | 部分对 | 41% | No major surprises vs typical driver mix | 详情 → |
| D30 | 2026-08-13 | AI Expansion | AI/Semiconductor | 部分对 | 84% | AI/Semiconductor dominated more than typical day | 详情 → |
| D29 | 2026-08-12 | AI Expansion | AI/Semiconductor | 部分对 | 77% | AI/Semiconductor dominated more than typical day | 详情 → |
| D28 | 2026-08-11 | AI Expansion | AI Chip Selloff | 部分对 | 81% | AI/Semiconductor dominated more than typical day | 详情 → |
| D27 | 2026-08-10 | AI Expansion | Bond/Rates | 错 | 19% | No major surprises vs typical driver mix | 详情 → |
| D26 | 2026-08-07 | AI Expansion | NFP | 部分对 | 60% | Bond mattered less than expected despite 10Y=4.63%; AI/Semic | 详情 → |
| D25 | 2026-08-06 | AI Expansion | AI/Semiconductor | 部分对 | 52% | No major surprises vs typical driver mix | 详情 → |
| D24 | 2026-08-05 | AI Expansion | AI/Semiconductor | 部分对 | 86% | Bond mattered less than expected despite 10Y=4.70%; AI/Semic | 详情 → |
| D23 | 2026-08-04 | Unknown | None | None | 0% | — | 详情 → |
| D22 | 2026-08-03 | AI Expansion | AI/Semiconductor | 部分对 | 86% | Bond mattered less than expected despite 10Y=4.68%; AI/Semic | 详情 → |
| D21 | 2026-07-31 | AI Expansion | AI/Semiconductor | 部分对 | 88% | Bond mattered less than expected despite 10Y=4.67%; AI/Semic | 详情 → |
| D20 | 2026-07-30 | AI Expansion | NFP | 错 | 53% | No major surprises vs typical driver mix | 详情 → |
| D19 | 2026-07-29 | AI Expansion | AI Chip Selloff | 部分对 | 90% | Bond mattered less than expected despite 10Y=4.65%; AI/Semic | 详情 → |
| D18 | 2026-07-28 | AI Expansion | AI Chip Selloff | 部分对 | 84% | Bond mattered less than expected despite 10Y=4.69%; AI/Semic | 详情 → |
| D17 | 2026-07-27 | AI Expansion | AI Chip Selloff | 部分对 | 81% | Bond mattered less than expected despite 10Y=4.71%; AI/Semic | 详情 → |
| D16 | 2026-07-24 | AI Expansion | AI Chip Selloff | 部分对 | 86% | Bond mattered less than expected despite 10Y=4.67%; AI/Semic | 详情 → |
| D15 | 2026-07-23 | AI Expansion | Macro | 部分对 | 38% | No major surprises vs typical driver mix | 详情 → |
| D14 | 2026-07-22 | AI Expansion | AI/Semiconductor | 部分对 | 86% | AI/Semiconductor dominated more than typical day | 详情 → |
| D13 | 2026-07-21 | AI Expansion | AI/Semiconductor | 部分对 | 83% | AI/Semiconductor dominated more than typical day | 详情 → |
| D12 | 2026-07-20 | AI Expansion | NFP + AI Chip Selloff | 部分对 | 60% | Split attribution: NFP 40% + Chip Selloff 60% | 详情 → |
| D11 | 2026-07-17 | AI Expansion | AI Chip Selloff | 部分对 | 83% | AI/Semiconductor dominated more than typical day | 详情 → |
| D10 | 2026-07-16 | AI Expansion | AI/Semiconductor | 部分对 | 65% | AI/Semiconductor dominated more than typical day | 详情 → |
| D9 | 2026-07-15 | AI Expansion | NFP + AI Chip Selloff | 部分对 | 60% | Split attribution: NFP 40% + Chip Selloff 60%; Bond mattered | 详情 → |
| D8 | 2026-07-14 | AI Expansion | AI Chip Selloff | 部分对 | 89% | AI/Semiconductor dominated more than typical day | 详情 → |
| D7 | 2026-07-13 | AI Expansion | AI Chip Selloff | 部分对 | 68% | AI/Semiconductor dominated more than typical day | 详情 → |
| D6 | 2026-07-10 | AI Expansion | AI/Semiconductor | 部分对 | 90% | AI/Semiconductor dominated more than typical day | 详情 → |
| D5 | 2026-07-09 | AI Expansion | AI/Semiconductor | 部分对 | 90% | AI/Semiconductor dominated more than typical day | 详情 → |
| D4 | 2026-07-08 | AI Expansion | AI 是 Driver + 但 Iran + Fed Minutes 也是 Driver | 对 | 68% | AI/Semiconductor dominated more than typical day | 详情 → |
| D3 | 2026-07-07 | Macro Fear | AI Chip Selloff | 对 | 83% | AI/Semiconductor dominated more than typical day | 详情 → |
| D2 | 2026-07-06 | AI Expansion | AI/Semiconductor | 对 | 81% | AI/Semiconductor dominated more than typical day | 详情 → |
| — | 2026-07-03 | AI Expansion | AI/Semiconductor | 部分对 | 87% | AI/Semiconductor dominated more than typical day | 详情 → |
| D1 | 2026-07-02 | AI Expansion | NFP | 错 | 60% | Split attribution: NFP 40% + Chip Selloff 60% | 详情 → |