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:Weak |
| 置信度 | 70% |
| 一句话 | Gap Down,半导体背离 → 开盘 Weak |
Opening Report
Market:Weak
观察项
- ① Gap:QQQ Down(开盘 -0.17% vs 昨收 723.03)
- ② Breadth:Mag7 5 涨 / 2 跌(代理广度)
- ③ Leader:AMZN(1.66%)
- ④ Bond:10Y proxy (^TNX) -0.23% 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