Step 2 — S2 9:30 Open
不交易只观察:Gap / Breadth / Leader / Bond,验证 Morning 叙事
| 字段 | 内容 |
|---|---|
| 判断 | 开盘:Mixed |
| 置信度 | 65% |
| 一句话 | Gap Up,半导体背离 → 开盘 Mixed |
Opening Report
Market:Mixed
观察项
- ① Gap:QQQ Up(开盘 1.29% vs 昨收 683.55)
- ② Breadth:Mag7 6 涨 / 1 跌(代理广度)
- ③ Leader:AMZN(18.03%)
- ④ Bond:10Y proxy (^TNX) -1.29% vs 昨收,FRED 滞后
交叉验证
- 交叉验证:QQQ 涨 + SMH 跌 → Morning Risk-on 可能为假
- Morning P1 判断:Neutral