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Step 7 — Attribution

16:10 ET · 涨跌归因 · Surprise · Decision Log

Day 4
9/9 Steps
Agent 结论 真正 Driver:AI/Semiconductor · Attribution:AI 68% · Bond 0% · Hypothesis:对 · Scenario B→B 命中 AI/Semiconductor 主导;Scenario B→B 命中

Step 7 — S7 16:10 Evening Review

今日真正 Driver、Morning 对错、Decision Log

字段 内容
判断 真正 Driver:AI/Semiconductor · Attribution:AI 68% · Bond 0% · Hypothesis:对 · Scenario B→B 命中
置信度 N/A
一句话 AI/Semiconductor 主导;Scenario B→B 命中

Step 7 — Evening Review (Attribution Engine)

7.1 Outcome Attribution

Driver Contribution
AI / Semiconductor 68%
Bond / Rates 0%
Oil / Geo 0%
Macro Data 28%
Other 5%

7.2 True Driver

7.2b Scenario (P15)

7.3 Surprise

7.4 Decision Log

Field Value
Today's Driver AI/Semiconductor
Driver Splits
Hypothesis H-2026-07-08-001 · 对
Scenario (P15) 预测 B → 实际 B · 命中
Attribution AI 68% · Bond 0% · Oil 0% · Macro 28% · Other 5%
Surprise AI/Semiconductor dominated more than typical day
Trade Decision Trade

7.5 Prediction Error (P18 learning stub)