Step 3 — S3 10:00 Market Update
盘中 Driver 是否切换,重新计算 Score 与置信度
| 字段 | 内容 |
|---|---|
| 判断 | Driver 变了吗:NO · 若变,新 Driver:N/A · 新 Total:+1 |
| 置信度 | 70% |
| 一句话 | 开盘后无新增headlines/macro/breaking信号,Driver维持Fed Headlines,Total维持+1 |
- NO CHANGE
headlines_since_open:空列表,无新增新闻输入macro_releases:空列表,无数据发布,无surprise_flag触发breaking_news_signals:空列表,breaking_summary.has_high=false,无high severity信号需强制重估- 触发条件均未满足(无surprise_flag=true,无high severity breaking news),因此按规则允许维持NO CHANGE判断
- Score 表(昨日→更新后)
- | 项目 | 开盘 Score | 10:00 更新后 Score |
- |---|---|---|
- | Total | +1 | +1 |
- | Driver | Fed Headlines (Primary, score 96) | Fed Headlines (Primary, score 96,
- 未变) |
- | Secondary | Geopolitical Risk (96) | Geopolitical Risk (96,未变) |
- | Tertiary | Trade Policy (73) | Trade Policy (73,未变) |
- 市场状态延续:S2开盘判断为Healthy(Gap Up,SOXX/SMH同步),截至10:00无相反证据,维持该状态判断
- 数据缺口说明:AAPL/AMZN/META/GOOGL/TSLA/AMD/MU/AVGO个股新闻抓取遇429限流错误,未能获取盘中个股层面催化剂更新;但此缺口不影响宏观Driver(Fed Headlines)层面的判断,因Fed相关信号来源不依赖个股新闻API
- 置信度说明:0.7(较开盘0.75略降),主要因个股新闻数据缺失带来的信息不完整性,但核心Driver判断逻辑未受影响
10:00 Session Update · Best Trade
- No actionable primary at re-eval (or Morning had none)