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 | 68% |
| 一句话 | 无新增headlines/macro/breaking信号,Driver维持Political: Trade Policy,Total维持-1 |
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Driver 检查:
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headlines_since_open:空(0条)
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macro_releases:空,无surprise_flag=true项
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breaking_news_signals:空,breaking_summary.has_high=false
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触发重新评估条件(macro surprise 或 high severity breaking news)均未满足,且部分个股新闻抓取因429限流失败(AAPL/AMZN/META/GOOGL/TSLA),存在信息缺口,但不构成Driver主题相关的高严重性突发信号
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结论:维持NO CHANGE,理由:
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无新证据支持Driver切换,Primary Driver(Trade Policy)与Secondary(Oil Selloff)、Tertiary(AI Momentum)排序未受新信息扰动
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S2市场状态为Weak,与morning_bias Neutral、Gap Down一致,未出现反转信号
- Score表(昨日→更新后)
| 项目 | 昨日(Morning) | 更新后(10:00 ET) |
|---|---|---|
| Driver | Political: Trade Policy | Political: Trade Policy(NO CHANGE) |
| Total Score | -1 | -1 |
| Confidence | 0.75 (P10) | 0.68(因信息缺口下调) |
| Market State | — | Weak(S2延续) |
- 风险提示:个股新闻API限流导致AAPL/AMZN/META/GOOGL/TSLA盘中新闻覆盖不完整,建议下一轮更新时重试补充,避免遗漏个股层面催化剂。
10:00 Session Update · Best Trade
- No actionable primary at re-eval (or Morning had none)
- Live ER (Morning primary, current→target): 2.1%