{"allowContribute":false,"item":{"contents":"[{\"name\":\"投資研究部\",\"itemType\":\"AICOMPANY_FOLDER\",\"count\":23}]","createdAt":0,"deletedAt":null,"description":"","id":"6a446e700b0f54aaa1a50fb6","isPublic":true,"itemType":"PACKAGE","name":"AI美股工作團隊","parents":{},"pluginDirs":["美股趨勢掃描器"],"preParentID":null,"rootItemIds":["4fbcbee56c518aa5be9e8d89","c59a69401f8178f9429c1e1d"],"updatedAt":1782869616464,"version":1},"ownerMemberId":"6a3ccde2007e2cbc372f2e","ownerName":"陳梓橙","packageContents":[{"name":"投資研究部","itemType":"AGENT","count":3},{"name":"美股趨勢掃描器","itemType":"PLUGIN","count":1}],"publicPlugins":{"PLUGIN:c59a69401f8178f9429c1e1d":{"pluginItemId":"c59a69401f8178f9429c1e1d","pluginDir":"美股趨勢掃描器","bundleHash":"4398f82573455bcb","live":true}},"subtree":[{"contents":"[{\"name\":\"投資研究部\",\"itemType\":\"AICOMPANY_FOLDER\",\"count\":23}]","createdAt":0,"deletedAt":null,"description":"","id":"6a446e700b0f54aaa1a50fb6","isPublic":true,"itemType":"PACKAGE","name":"AI美股工作團隊","parents":{},"pluginDirs":["美股趨勢掃描器"],"preParentID":null,"rootItemIds":["4fbcbee56c518aa5be9e8d89","c59a69401f8178f9429c1e1d"],"updatedAt":1782869616464,"version":1},{"createdAt":1782370030509,"id":"4fbcbee56c518aa5be9e8d89","itemType":"AICOMPANY_FOLDER","name":"投資研究部","parents":{"aicompany":1782370030709},"updatedAt":1782370030509,"version":1},{"activeCommit":"e521e94d3296a94e2b8485b8aa19ab84d05b4071","apis":{"routes":[],"types":{}},"bundleHash":"4398f82573455bcb","createdAt":1782370463838,"gitCommit":"e521e94d3296a94e2b8485b8aa19ab84d05b4071","id":"c59a69401f8178f9429c1e1d","itemType":"PLUGIN","name":"美股趨勢掃描器","pluginDir":"美股趨勢掃描器","repositoryID":"repo_2fbe55bac30b64bd4dce5efe","status":"active","updatedAt":1785756650942,"version":2},{"content":"你的工作是從盤後搜集的資料中篩選出具有一週短期動能的潛力股。\n\n執行步驟：\n1. 收到待辦後，閱讀 [美股研究筆記](cubelv://note_folder/0c3126cdba39e6163649ce4f) 中的最新盤後摘要\n2. 查看 [美股趨勢掃描器](cubelv://plugin/c59a69401f8178f9429c1e1d) 中的股票清單，使用 Yahoo Finance 查詢技術面數據（價格、均線、成交量、RSI）\n3. 從中篩選出具備以下條件的短線趨勢股：\n   - 股價站上 5MA 與 20MA\n   - 成交量明顯放大（\u003e10日均量 1.5 倍）\n   - RSI 在 50-70 之間（強勢但不超買）\n4. 為每檔股票寫出：進場參考價、目標價、停損價、操作理由\n5. 將篩選結果寫入 [美股研究筆記](cubelv://note_folder/0c3126cdba39e6163649ce4f)，標題格式為「YYYY-MM-DD 趨勢股篩選」\n6. 將本週推薦標的更新到 [美股趨勢掃描器](cubelv://plugin/c59a69401f8178f9429c1e1d)，將對應 US_TREND_STOCK 的 weeklyPick 設為 true（使用 vault_update_items）\n7. 開一筆新待辦、指派給 [週報撰寫員](cubelv://agent/3da205c2c645375c218ee07b)，附上本日篩選結果\n8. 把自己這筆待辦標記完成","createdAt":1782370077488,"icon":"trending_up","id":"fe200d536615f59f1ad53b7c","isOpenPush":true,"itemType":"AGENT","memory":"# 趨勢分析員 長期記憶\n\n## 篩選流程 SOP\n\n1. 讀盤後摘要（NOTE in 美股研究筆記）→ 2. 列觀察清單中的 US_TREND_STOCK → 3. 查 Finviz 技術面（RSI + SMA偏離 + 量比）→ 4. 三條件篩選（站上 SMA20 + 量比 \u003e1.5x + RSI 50-70）→ 5. 區分「真通過（價格上漲）」vs「機械達標但放量下跌」→ 6. 寫分析報告 → 7. 設定 weeklyPick → 8. 交接給週報撰寫員\n\n## 數據來源策略\n\n- **Finviz**（`finviz.com/quote.ashx?t={SYMBOL}`）：RSI(14) 和 SMA20/50/200 偏離百分比 + 成交量/均量，數據最完整且 web_fetch 穩定。優先使用。\n- **Yahoo Finance 主頁**（`finance.yahoo.com/quote/{SYMBOL}/`）：價格、成交量、均量、基本財務數據交叉驗證用。\n- **Yahoo Finance Chart API**（`query1.finance.yahoo.com/v8/finance/chart/`）：容易 HTTP 429 限流，不建議首選。\n- **Investing.com / Barchart**：web_fetch 常被擋（403 或 JS 渲染空白），不可靠。\n\n## 篩選判斷注意事項\n\n- **放量下跌 ≠ 放量上漲**：機械式三條件過濾後，必須再檢查價格方向。股價下跌但量比達標的股票是「主力出貨」而非「資金進駐」，嚴禁列為推薦買進。應歸類為「⚠️ 警示：等回測」。\n- **量比 6x 以上極度異常**：單日量比超過 5-6x 通常伴隨重大事件（財報、新聞），若同步下跌是明確出貨訊號。若同步上漲則乖離過大也不宜追，但可列推薦（附高波動警示）。\n- **量比 \u003c1.0x 價量背離**：價格上漲但量比低於 1.0 是明確的量縮上漲，缺乏買盤確認。如 QNT（+12.22% 但量比 0.64x）和 SNDK（+10.89% 但量比 0.80x）均為典型案例，直接淘汰。\n- RSI 71-72 僅略超買，若其他條件全過且價格仍在上漲，可列為「邊緣觀察」而非直接淘汰。\n- 盤後財報導致的價格跳空會讓所有技術指標失效，須等次日收盤再重新評估。\n- 暴跌股（如單日 -10%+）即使 RSI 還在 50+ 也絕不納入趨勢追蹤篩選。\n- Finviz 有時回傳的頁面是搜尋結果頁而非報價頁（如某些 ticker 回 `finviz.com/stock?t=X`），仍可從中提取數據但格式可能不同，需仔細判讀。\n- 淘汰原因必須簡潔列出（如「RSI 74.6 過高」「量比 1.18x 不足 + 重挫 10%」），方便週報撰寫員直接引用。\n- **消息面暴漲但技術面未修復**：如 RKLB（+15.93% 收購新聞）仍低於 SMA20、RSI 46.31，屬事件驅動非趨勢確立，嚴禁推薦追高。\n- **SMA20 偏離過大**：如 GLW SMA20 偏離 31.51%，即使三條件全過，應附高波動警示並建議分批進場或等拉回。\n- **深跌反彈非趨勢**：如 AVAV +18.76% 仍低於 SMA20（偏離 -2.07%）、ON +6.74% 仍低於 SMA20（偏離 -18.78%），屬弱勢股反彈，不納入推薦。\n- **弱勢反彈 + RSI \u003c50**：ON +6.74% 但 RSI 40.42 低於 50，SMA20 偏離 -18.78%。量比達標但屬空頭回補而非資金進駐，嚴禁推薦。\n\n## 協作交接\n\n- 協作任務 ID：`6a4428105da57bd7887a1747`（TODO 類型）\n- 週報撰寫員 agent ID：`3da205c2c645375c218ee07b`\n- 交接方式：在協作任務下開新子 TODO，assignee 設為對方 ID，附完整篩選摘要（推薦標的 + 市場摘要 + 完整報告 NOTE id）\n- 美股研究筆記 folder ID：`0c3126cdba39e6163649ce4f`\n- 觀察清單 folder ID：`default_us_trend_stock_folder_6a3ccde2007e2cbc372f2e`\n\n## 2026-06-30 篩選記錄\n\n- 31 檔觀察（新增 4 檔：AVAV / AMBA / QNT / MXL；MBLY、FIGR 為既有）\n- 推薦買進 4 檔：AMBA（🆕 AI 視覺晶片，量比 5.78x）、FIGR（🆕 AI 機器人，量比 1.71x）、GLW（續，量比 1.57x）、MBLY（🆕 自駕，量比 2.01x）\n- 邊緣觀察（RSI 略超 70）：AMAT（RSI 72.35, 量比 1.91x, +4.08%）、KYMR（RSI 73.85, 量比 1.50x, +4.89%）\n- CHYM/FROG/LCID 因量能不足，從推薦降為淘汰，weeklyPick 設為 false\n- GLW 續留推薦，weeklyPick=true\n- 淘汰重點：AVAV +18.76% 仍低於 SMA20（深跌反彈）、QNT +12.22% 量比 0.64x（價量背離）、MXL RSI 72.73 + 量比 1.28x（雙重不合格）、ON +6.74% RSI 40.42（弱勢反彈）、SNDK +10.89% 量比 0.80x（價量背離）\n- weeklyPick 最終：AMBA/FIGR/GLW/MBLY=true；CHYM/FROG/LCID=false\n- 本日報告 NOTE id：`af7777971766ebb2826444ab`\n- 交接 TODO id：`e214693ff1f5d121f879979d`（completed）\n\n## 2026-06-29 篩選記錄\n\n- 25 檔觀察（新增 5 檔：ASTS / GLW / GOOGL / RKLB / TSLA）\n- 推薦買進 4 檔：CHYM（續）、FROG（續）、GLW（🆕）、LCID（續）\n- 邊緣觀察（RSI 略超 70）：AMAT（RSI 70.19, 量比 1.69x, +10.82%）、KYMR（RSI 70.74, 量比 2.25x, +1.11%）\n- FOUR/IBRX/KBH 因量能不足或 RSI 過高，從推薦降為續持觀察，weeklyPick 設為 false\n- GLW SMA20 偏離 31.51% 附高波動警示\n- 淘汰重點：ASTS +21.44% 仍低於 SMA20（事件驅動非趨勢）、ON 放量下跌 RSI 36.44、RKLB +15.93% 低於 SMA20（消息面暴漲）\n- weeklyPick 最終：CHYM/FROG/GLW/LCID=true；FOUR/IBRX/KBH=false\n- 本日報告 NOTE id：`945d95d3152ebad59b397740`\n- 交接 TODO id：`e29e16cda83b6e1e3ac55f15`","model":"auto","name":"趨勢分析員","parents":{"4fbcbee56c518aa5be9e8d89":1782370077588},"updatedAt":1782852486154,"version":10},{"content":"你的工作是將一週內的趨勢分析彙整成週報，並針對劇烈波動標的發佈警示。\n\n執行步驟：\n1. 收到待辦後，閱讀 [美股研究筆記](cubelv://note_folder/0c3126cdba39e6163649ce4f) 中本週所有篩選紀錄\n2. 查看 [美股趨勢掃描器](cubelv://plugin/c59a69401f8178f9429c1e1d) 中的本週關注清單\n3. 彙整本週的趨勢股表現：哪些達標、哪些被停損、哪些還在觀望\n4. 針對本週劇烈波動（單日漲跌 \u003e5%）的標的撰寫警示分析\n5. 產出「YYYY-MM-DD 美股週報」，內容包含：\n   - 本週大盤回顧\n   - 趨勢股操作績效\n   - 下週關注方向\n   - 波動警示清單\n6. 將週報寫入 [美股研究筆記](cubelv://note_folder/0c3126cdba39e6163649ce4f)\n7. 把自己這筆待辦標記完成","createdAt":1782370077488,"icon":"article","id":"3da205c2c645375c218ee07b","isOpenPush":true,"itemType":"AGENT","memory":"# 週報撰寫員 長期記憶\n\n## 工作流程\n\n### 週報撰寫步驟\n1. 讀取「美股研究筆記」NOTE_FOLDER（id: 0c3126cdba39e6163649ce4f）中本週所有筆記\n2. 讀取「美股趨勢掃描器」US_TREND_STOCK_FOLDER 中所有 US_TREND_STOCK 的 JSON（取 symbol、companyName、weeklyPick 狀態）\n3. 交叉比對篩選筆記中的推薦/觀察/淘汰分類與實際 weeklyPick 狀態\n4. 產出週報 NOTE，命名格式「YYYY-MM-DD 美股週報」，放入同一個 NOTE_FOLDER\n5. 若該名稱的週報已存在（同日多次篩選），以 update 更新內容而非新建\n6. 不同日期的週報應各自獨立（週四有週報、週五有新數據 → 新建週五版而非更新週四版）\n\n### 週報內容架構\n- 一、本週大盤回顧（逐日指數表現表格含 S\u0026P/NASDAQ/道瓊/費半/VIX、板塊輪動全週演變多欄表格、關鍵事件時間線表格含重要性星級⭐1-5）\n- 二、趨勢股操作績效（按 weeklyPick 權威狀態分類為 🟢推薦 / 🔶邊緣觀察 / 🔴淘汰，每檔含週內最高/漲幅/推薦日/績效評級）\n  - 必須包含「推薦組合變遷追蹤」表格，呈現全週每檔從初篩→複篩→週末→週一→週二→最終的狀態變化\n- 三、波動警示清單（單日漲跌 \u003e±5% 的標的，分🔴高風險 / 🟡過熱關注 / 🟢健康突破三級，含警示等級與原因分析、明確操作建議）\n- 四、下週關注方向（核心主軸、關鍵事件表格含重要性星級、潛在篩選方向含觸發條件表格）\n- 五、風險提醒（🔴高 / 🟡中 / 🟢正面因素分級）\n- 結尾：下週操作摘要（推薦組合總表含優先級/股票/板塊/進場價/最新價/目標價/停損價/風險報酬比）及資料來源清單\n\n### 資料來源\n- 大盤與個股數據來自「美股盤後摘要」筆記（可能同日多筆，覆蓋不同交易日）\n- 技術篩選與操作建議來自「趨勢股篩選」筆記（可能同日多筆，初篩+複篩）\n- 最新市場回顧來自「週末市場回顧」筆記（如有）\n- weeklyPick 狀態來自 US_TREND_STOCK 的 JSON manifest（權威來源）\n- 這些筆記由其他 agent（篩選員、摘要員）在本日稍早寫入\n\n## 重要規則\n\n### weeklyPick 為權威依據\n- US_TREND_STOCK 的 weeklyPick 欄位才是權威的「是否為本週推薦」依據\n- 篩選筆記中的分類（🟢🟡🔴）與 weeklyPick 應一致；不一致時以 weeklyPick 為準\n- 沒有 weeklyPick 欄位的標的（未設定），應單獨列為「未設定」狀態，不要自行推斷\n- 若同日有初篩和複篩兩份筆記，複篩為最終結論，但最終仍以 weeklyPick 為準\n- weeklyPick 欄位可能為 true/false（boolean），比對時直接使用\n\n### 波動警示規則\n- 單日漲跌幅 \u003e±5% 才納入警示\n- 分三級：🔴高風險（超跌崩壞/極度超買 RSI\u003e78 或 RSI\u003c35、爆量反轉出貨、雙向劇烈波動）、🟡過熱關注（RSI 70-78 或乖離大、反彈未確認、事件驅動）、🟢健康突破（RSI 50-70 + 量能確認）\n- 每檔需給出明確的「操作建議」而非只描述現象\n- 若同一標的本週出現多日波動（如先漲後跌），要追蹤演變軌跡並標註方向變化（+X%→-Y%）\n- 波動警示總表必須包含「演變軌跡」欄位，追蹤多日變化\n\n### 同日多筆筆記的處理\n- 同日可能有多筆「美股盤後摘要」（覆蓋不同交易日，如 6/24 和 6/25）\n- 同日可能有多筆「趨勢股篩選」（初篩 vs 複篩）\n- 週報需整合所有筆記，呈現全週演變脈絡（如初篩推薦→複篩淘汰的變化要明確標註）\n- 多日資料的表格要呈現逐日演變，不要只列最終狀態\n\n### 既有週報的更新策略\n- 若該日週報 NOTE 已存在，用 update 更新 content，不要新建\n- 更新時要保留 name 不變，只改 content\n- 不同日期的週報各自獨立\n\n### US_TREND_STOCK 資料讀取技巧\n- usTrendStock/ 下 structure 為 US_TREND_STOCK_FOLDER__.../ 內含各 US_TREND_STOCK__...json\n- 用 Bash `for f in .../*.json; do cat \"$f\"; done` 一次讀取所有標的\n- US_TREND_STOCK 的欄位：symbol、companyName、weeklyPick（boolean）、lastAlertAt 等\n- 不要用 Read 一個個讀，Bash 批次讀取省 token\n\n### 週報內容品質標準\n- 波動警示總表須含：代號、公司、最大漲跌幅、日期、演變軌跡、警示等級、操作建議（七欄）\n- 下週關鍵事件表須含：日期、事件、潛在影響、重要性星級（⭐1-5）（四欄）\n- 潛在篩選方向須含：方向、觸發條件、潛在標的（三欄表格）\n- 推薦組合總表須含：優先級、股票、板塊、進場價、最新價、目標價、停損價、風險報酬比（八欄）\n- 趨勢股績效須呈現逐日演變（多欄表格涵蓋所有交易日）\n- 趨勢股績效必須包含「推薦組合變遷追蹤」全週演變表\n- AI「超級泡沫」等重大市場情緒事件須納入關鍵事件時間線\n- 板塊輪動表格須涵蓋所有交易日\n- IRDM（被收購方）不納入趨勢追蹤，收購溢價已反映\n- 波動警示不要列入所有 \u003e5% 的股票，聚焦追蹤清單與重點個股\n\n## 注意事項\n- 週報必須放入美股研究筆記 NOTE_FOLDER，不可放在 .workspace\n- 報告結尾要標註資料來源（幾份摘要+幾份篩選+掃描器狀態）\n- 大型科技股的板塊性下跌需與半導體強勢分開分析，不可混為一談\n- 週報應為最新交易日收盤後版本，涵蓋全週所有數據\n- 更新記憶使用 `mcp__vault__update_my_memory`（非 `mcp__vault__vault_update_my_memory`）\n\n## 本次週報學到的經驗\n- 波動警示總表需要「演變軌跡」欄位才能完整呈現多日變化\n- 推薦組合變遷追蹤表讓讀者一眼看清全週篩選邏輯變化\n- 分級說明（🔴🟡🟢的定義）應在波動警示清單中附上，方便閱讀\n- 下週操作摘要放在結尾處，整合推薦組合總表與操作提醒\n- 全週演變表要有「最終 weeklyPick」欄位作為權威結論\n- 波動警示聚焦追蹤清單及重點個股，不必納入所有 \u003e5% 股票\n- 板塊輪動表用多欄格式（每日一欄）優於逐日分開描述\n","model":"auto","name":"週報撰寫員","parents":{"4fbcbee56c518aa5be9e8d89":1782370077688},"updatedAt":1782852340304,"version":8},{"content":"你的工作是每天美股收盤後，搜集當日市場數據與重點資訊。\n\n執行步驟：\n1. 上網搜尋今日美股大盤表現（S\u0026P 500、NASDAQ、道瓊指數漲跌幅）\n2. 找出當日漲幅最大的板塊與個股（top gainers / losers）\n3. 搜集 2-3 則重要財經新聞與市場事件\n4. 將整理好的摘要寫入 [美股研究筆記](cubelv://note_folder/0c3126cdba39e6163649ce4f)，標題格式為「YYYY-MM-DD 美股盤後摘要」\n5. 從中挑選 3-5 檔值得追蹤的個股，在 [美股趨勢掃描器](cubelv://plugin/c59a69401f8178f9429c1e1d) 中建立 US_TREND_STOCK 項目（使用 vault_create_items，itemType: US_TREND_STOCK，parents 掛工具的資料夾）\n6. 開一筆新待辦、指派給 [趨勢分析員](cubelv://agent/fe200d536615f59f1ad53b7c)，內容附上今日重點摘要與值得關注的個股清單\n7. 把自己這筆待辦標記完成","createdAt":1782370077488,"icon":"finance","id":"b1ad5048e765c60e635eb710","isOpenPush":true,"itemType":"AGENT","memory":"# 盤後搜集員 - 工作記憶\n\n## 常用資料夾 ID\n- 美股研究筆記 NOTE_FOLDER: `0c3126cdba39e6163649ce4f`\n- 美股趨勢掃描器 US_TREND_STOCK_FOLDER: `default_us_trend_stock_folder_6a3ccde2007e2cbc372f2e`\n- 趨勢分析員 agent ID: `fe200d536615f59f1ad53b7c`\n- 協作任務 ID: `6a4428105da57bd7887a1747`\n- 自己的 TODO ID（每輪不同，從系統提示 [當前任務] 取得）\n\n## 執行步驟速查\n1. web_search 搜大盤（S\u0026P/Dow/Nasdaq）+ gainers/losers + 財經新聞（繁中關鍵字）\n2. web_fetch 多個來源交叉驗證收盤數據（WSLS/AP、Yahoo Finance sectors、Sina Finance）\n3. web_fetch 鉅亨網新聞摘要 + Yahoo Finance gainers 拿漲幅排行\n4. vault_create_items 建 NOTE（到美股研究筆記）+ US_TREND_STOCK（到我的觀察清單）+ TODO（到協作任務，assignee=趨勢分析員）\n5. vault_update_items 標記自己這棒 completed\n6. 週末觸發時：註明末交易日為週五，標題用「週末市場回顧」，內容含週末重點新聞\n\n## 可靠資料來源\n- **收盤數據**：WSLS（AP 授權，wsls.com/business/）— 最可靠的收盤數據，含三大指數收盤價與漲跌幅\n- **板塊表現**：Yahoo Finance sectors（finance.yahoo.com/sectors/）— 11 大板塊當日漲跌幅\n- **漲幅排行**：Yahoo Finance gainers（finance.yahoo.com/markets/stocks/gainers/）— 前 20 大漲幅個股含漲幅與成交量\n- **跌幅排行**：WallStreetZen（wallstreetzen.com/stock-screener/biggest-stock-losers-today）\n- **市場主題**：Edward Jones daily recap（edwardjones.com）— 提供市場主旋律與宏觀背景，但為晨間版無收盤數據\n- **新聞**：鉅亨網（news.cnyes.com，繁中）、Sina Finance（繁中，finance.sina.com.cn）\n- ⚠️ Investopedia / WSJ / MarketWatch 常回 401/403，優先跳過；Seeking Alpha 也常 403；CNBC markets 頁面只回結構無實際數據\n- Slickcharts（slickcharts.com/market-movers）— 備用漲跌排行來源\n\n## 已追蹤個股歷史（30 檔）\n\n### 2026-06-30 新增（Q2 收官日）\n| 代號 | 公司 | 理由 |\n|------|------|------|\n| AMBA | Ambarella | AI 視覺/邊緣運算晶片，+28.04%，自駕與監控雙題材 |\n| QNT | Quantinuum | 量子運算先驅，+12.22%，前沿科技布局 |\n| FIGR | Figure Technology Solutions | AI 人形機器人，+13.45%，機器人產業熱點 |\n| MBLY | Mobileye Global | 自動駕駛 ADAS 龍頭，+16.63%，滲透率加速 |\n| AVAV | AeroVironment | 軍工無人機，+18.76%，地緣政治與國防支出受益 |\n\n### 2026-06-29 新增\n| 代號 | 公司 | 理由 |\n|------|------|------|\n| TSLA | Tesla | Q2 交車預估上調至 41.3 萬 + Grok 4.5 AI 利多，+8.46% |\n| RKLB | Rocket Lab | 收購 IRDM ~$80 億美元、太空產業整合龍頭，+16.10% |\n| GLW | Corning | AI 資料中心光纖/玻璃需求，+15.67% |\n| ASTS | AST SpaceMobile | 太空直連手機寬頻、板塊資金湧入，+21.44% |\n| GOOGL | Alphabet | 正式納入道瓊成分股、AI 核心巨頭，+4.79% |\n\n### 2026-06-28 新增（週末，基於 6/26 收盤）\n| 代號 | 公司 | 理由 |\n|------|------|------|\n| DKNG | DraftKings | 運動博弈龍頭 +11.26%，消費動能強勁 |\n| IBRX | ImmunityBio | 免疫療法平台 +11.81%，生技資金輪動 |\n| CHYM | Chime Financial | 數位銀行 FinTech +11.22%，IPO 動能 |\n| ON | ON Semiconductor | 半導體超跌 -23.66%，觀察反轉機會 |\n| FROG | JFrog | DevOps 平台 +11.14%，AI 軟體生態受益 |\n\n### 2026-06-26 新增\n| 代號 | 公司 | 理由 |\n|------|------|------|\n| MRNA | Moderna | 生技資金輪動，+12.59%，mRNA 平台 |\n| MSFT | Microsoft | AI 核心受益，逆勢 +5.71%，漲價顯示定價力 |\n| NOW | ServiceNow | 企業軟體強勢 +10.34%，AI 自動化需求 |\n| LLY | Eli Lilly | 白血病新藥獲歐盟支持 +7%，藥廠龍頭 |\n| LCID | Lucid Group | EV 板塊輪動信號 +15.63% |\n\n### 2026-06-25 新增\n| 代號 | 公司 | 理由 |\n|------|------|------|\n| SNDK | SanDisk | AI 記憶體需求爆發 +22% |\n| AMAT | Applied Materials | 半導體設備龍頭、AI 資本支出受益 |\n| BB | BlackBerry | 財報轉盈、IoT/車聯網動能 |\n| KYMR | Kymera Therapeutics | 蛋白質降解平台、生技強勢 |\n| AYI | Acuity | 工業照明、財報超預期 |\n\n### 2026-06-24 新增\n| 代號 | 公司 | 理由 |\n|------|------|------|\n| MU | Micron Technology | AI 記憶體龍頭、HBM 供不應求 |\n| KBH | KB Home | 房市 |\n| CBRS | Cerebras Systems | AI 晶片 |\n| RUN | Sunrun | 太陽能 |\n| FOUR | Shift4 Payments | FinTech |\n\n## 本日市場摘要 (2026-06-30，Q2 收官日)\n- 三大指數收紅：S\u0026P 500 +0.8%（7,499.36）、Nasdaq +1.5%（26,213.72）、道瓊 +0.3%（52,319，歷史新高）\n- Q2 季度：S\u0026P 500 +13.5%、Nasdaq +20%，雙創 2020 年以來最強單季\n- 領漲板塊：工業（+2.61%）、科技（+2.38%）、原物料（+0.63%）\n- 最弱板塊：必需消費（-1.48%）、公用事業（-1.17%）、房地產（-1.17%）\n- 資金從防禦輪向景氣循環股，工業與科技雙主軸\n- Mag 7 整體 6 月仍蒸發 ~$2.3T 市值\n- SMCI 走私晶片案連五黑；Apple/MSFT 調漲消費產品價格\n- 本週就業數據密集（JOLTS/ADP/NFP），預期 +11.3 萬就業\n- 油價回落 + 美伊停火談判進展，通膨壓力緩解\n\n## 注意事項\n- 每次任務開頭先確認系統提示中的 [當前任務] 取得自己的 TODO ID\n- 協作任務 ID 固定為 6a4428105da57bd7887a1747\n- 交接永遠開新子 TODO，不改既有 TODO 的 assignee\n- US_TREND_STOCK schema 欄位：symbol（大寫）、companyName、lastAlertAt、weeklyPick\n- 建立 US_TREND_STOCK 時 parents 掛 `default_us_trend_stock_folder_6a3ccde2007e2cbc372f2e`\n- 挑選追蹤個股前先檢查已追蹤清單，避免重複（現有 30 檔，建立前先 ls usTrendStock/ 確認）\n- WSLS（AP）為目前最可靠的收盤數據源，Edward Jones 僅晨間預覽無收盤\n- SMCI（美超微）持續觀察是否出現超跌反彈買點\n- 7/3 美股提早收盤、7/4 獨立日休市，注意交易量變化\n","model":"auto","name":"盤後搜集員","parents":{"4fbcbee56c518aa5be9e8d89":1782370077488},"runPolicies":[{"frequency":"DAILY","id":"daily-collect","timeOfDay":"04:30","timezone":"Asia/Taipei","type":"schedule"}],"updatedAt":1782851849534,"version":10},{"agentID":"b1ad5048e765c60e635eb710","agentIcon":"finance","agentName":"盤後搜集員","content":"---\n\n## ✅ 盤後搜集員任務完成\n\n### 📝 已完成事項\n\n| 步驟 | 內容 | 狀態 |\n|------|------|:--:|\n| 大盤數據 | S\u0026P 500 7,394 (+0.49%)、道瓊 51,912 (+0.35%)、Nasdaq 100 29,794 (-0.43%) | ✅ |\n| 板塊分析 | 工業 +1.18% 領漲、能源 -1.73% 領跌 | ✅ |\n| 漲幅個股 | KBH +16.65%、FOUR +14.35%、RUN +12.57% 等 | ✅ |\n| 財經新聞 | Micron 財報暴漲、油價續跌、PCE 通膨待公布、貝佐斯 vs 馬斯克 | ✅ |\n| 摘要筆記 | 已寫入「**美股研究筆記**」→「2026-06-25 美股盤後摘要」 | ✅ |\n| 追蹤個股 | 已建立 5 檔 US_TREND_STOCK 到「**我的觀察清單**」 | ✅ |\n| 交接 | 已開待辦「2026-06-25 盤後追蹤：分析重點個股」指派給**趨勢分析員** | ✅ |\n| 自身待辦 | 已標記完成 | ✅ |\n\n### 🔥 今日核心摘要\n\n- **Micron** 財報大爆發（Q3 營收 $415 億、年增 74%），盤後飆 15%，帶動全球晶片股\n- **美伊協議**讓荷姆茲海峽重開，油價跌至 $69，能源股承壓\n- 市場等待今日 **5 月 PCE 通膨數據**，將影響 Fed 後續降息路徑\n- 盤後 Nasdaq 期貨漲近 2%，預示今日開盤走強\n\n### 📌 五檔追蹤個股\n\n| 代號 | 公司 | ⭐ |\n|------|------|:--:|\n| MU | Micron Technology | 本週 AI 關注標的 |\n| KBH | KB Home | 房市動能 |\n| CBRS | Cerebras Systems | AI 晶片超跌 |\n| RUN | Sunrun | 太陽能 |\n| FOUR | Shift4 Payments | FinTech 突破 |","createdAt":1782370799295,"id":"session_a841c151-deb7-80e0-581e-88e6a045b115","itemType":"COMMENT","name":"","parents":{"6a3cd0b839f71fb323fa5d64":1782370799295,"b1ad5048e765c60e635eb710":1782370799295},"sessionID":"a841c151-deb7-80e0-581e-88e6a045b115","updatedAt":1782370799295,"version":1},{"agentID":"fe200d536615f59f1ad53b7c","agentIcon":"trending_up","agentName":"趨勢分析員","content":"---\n\n## ✅ 2026-06-25 趨勢股篩選 完成\n\n### 📊 篩選結果\n\n從 5 檔觀察股中以三條件篩選（站上 5MA/20MA + 量比 \u003e1.5x + RSI 50-70）：\n\n| 結果 | 標的 | 關鍵數據 |\n|------|------|----------|\n| 🟢 **通過** | **FOUR** $44.22 | RSI 57.9 · 量比 1.58x · 站上 20MA +9% |\n| 🟢 **通過** | **RUN** $14.42 | RSI 55.5 · 量比 6.35x · 站上 20MA +4.1% |\n| 🟡 觀察 | KBH $61.51 | RSI 72.4 微超買，等回測 |\n| 🟡 持有 | MU $1,048 | 財報超預期盤後 +18%，量能待確認 |\n| 🔴 淘汰 | CBRS $182 | RSI 33 深度超賣，跌破所有均線 |\n\n### ✅ 已完成操作\n\n1. **分析報告**「2026-06-25 趨勢股篩選」→ 已寫入 **美股研究筆記**\n2. **FOUR、RUN** → 已設為本週推薦標的（weeklyPick=true）\n3. **交接待辦**「2026-06-25 撰寫週報」→ 已開給 **週報撰寫員**，附完整篩選摘要\n4. **自己的待辦** → 已標記完成","createdAt":1782371649053,"id":"session_6375a927-867d-709b-a802-90799f8a3546","itemType":"COMMENT","name":"","parents":{"a90273fd0b5ad6b71a6757f6":1782371649053,"fe200d536615f59f1ad53b7c":1782371649053},"sessionID":"6375a927-867d-709b-a802-90799f8a3546","updatedAt":1782371649053,"version":1},{"agentID":"3da205c2c645375c218ee07b","agentIcon":"article","agentName":"週報撰寫員","content":"---\n\n## ✅ 週報任務完成\n\n已產出 **「2026-06-25 美股週報」** 並寫入「美股研究筆記」資料夾，涵蓋以下內容：\n\n### 📊 本週概要\n\n| 項目 | 內容 |\n|------|------|\n| **關注標的** | 5 檔（FOUR、RUN、MU、KBH、CBRS） |\n| **🟢 推薦/持有** | 3 檔（FOUR、RUN、MU） |\n| **🟡 觀察中** | 1 檔（KBH，等 RSI 降溫） |\n| **🔴 已淘汰** | 1 檔（CBRS，技術面轉弱） |\n| **波動警示** | 5 檔全數觸發 ±5%（CBRS -19.61%、KBH +16.65%、MU +18.1% 盤後、FOUR +14.35%、RUN +12.57%） |\n\n### 🔥 最關鍵看點\n- **MU 財報爆發**：盤後 +18.1%，Q3 營收年增 74%，將帶動今日開盤大幅走高\n- **PCE 通膨數據今日公布**：為下週方向最大變數\n- **板塊輪動進行中**：資金從科技轉向價值，但 MU 財報可能扭轉此趨勢","createdAt":1782371762712,"id":"session_4cf7626b-95aa-7b5a-5f5f-765c329603bc","itemType":"COMMENT","name":"","parents":{"3da205c2c645375c218ee07b":1782371762712,"5fefc057f9ea702ce7ad8ad7":1782371762712},"sessionID":"4cf7626b-95aa-7b5a-5f5f-765c329603bc","updatedAt":1782371762712,"version":1},{"agentID":"b1ad5048e765c60e635eb710","agentIcon":"finance","agentName":"盤後搜集員","content":"---\n\n## ✅ 2026-06-25 盤後搜集任務完成\n\n### 📊 市場摘要\n| 指數 | 收盤 | 漲跌 |\n|------|------|------|\n| 道瓊 | 51,848.90 | **+0.4%** |\n| S\u0026P 500 | 7,358.22 | -0.1% |\n| 那斯達克 | 25,476.64 | -0.4% |\n\n大盤分歧：Micron 財報帶動晶片股狂飆，但 Apple -6.5% 拖累科技大盤。\n\n### 📝 已完成事項\n\n1. **已建立盤後摘要筆記**「2026-06-25 美股盤後摘要」→ [美股研究筆記](cubelv://note_folder/0c3126cdba39e6163649ce4f)\n2. **已新增 5 檔追蹤標的**（US_TREND_STOCK）：SNDK、AMAT、BB、KYMR、AYI\n3. **已開立待辦**「分析 2026-06-25 盤後重點個股」→ 指派給 [趨勢分析員](cubelv://agent/fe200d536615f59f1ad53b7c)\n4. **已標記自己任務完成**\n\n### 🔥 今日重點\n- **Micron 財報炸裂**：HBM 記憶體供不應求，股價 +15.7%，帶動 Sandisk +22%、AMAT +13%\n- **油價重挫 4.3%**：美伊協議露曙光，能源股受壓、航空股受惠\n- **Apple 大跌 6.5%**：記憶體成本飆升引發利潤率擔憂，連帶拖累大型科技股","createdAt":1782419825412,"id":"session_2e924020-89f4-c574-07ee-28b28030a8d0","itemType":"COMMENT","name":"","parents":{"6a3d9090e925f1b122180cea":1782419825412,"b1ad5048e765c60e635eb710":1782419825412},"sessionID":"2e924020-89f4-c574-07ee-28b28030a8d0","updatedAt":1782419825412,"version":1},{"agentID":"fe200d536615f59f1ad53b7c","agentIcon":"trending_up","agentName":"趨勢分析員","content":"---\n\n## ✅ 趨勢分析任務完成\n\n### 📊 篩選結果摘要\n\n從 11 檔觀察股票中，篩選出 **3 檔**符合條件的本週趨勢股：\n\n| 優先 | 股票 | 價格 | RSI | 量比 | 操作 |\n|:---:|:---|:---|:---|:---|:---|\n| ⭐1 | **MU** | $1,213.56 | 64.54 | 1.59x | 進場 $1,200-1,215 / 目標 $1,350 / 停損 $1,120 |\n| 2 | **KBH** | $60.72 | 69.66 | 1.63x | 進場 $59-61 / 目標 $66 / 停損 $56 |\n| 3 | **BB** | $10.34 | 69.00 | 2.50x | 進場 $10.00-10.35 / 目標 $11.50 / 停損 $9.30 |\n\n### 🔄 本週 weeklyPick 更新\n- 🟢 MU / KBH / BB → `true`\n- 🔴 FOUR / RUN → `false`（不再符合條件）\n\n### 📝 已完成項目\n- ✅ 篩選報告已寫入「美股研究筆記」→「2026-06-25 趨勢股篩選」\n- ✅ 已交接給週報撰寫員（新待辦 `10b4eff77b46dc50aff7144c`）\n- ✅ 本待辦已標記完成","createdAt":1782420046040,"id":"session_85f9e7b1-15f8-e0fa-e100-533468cb9e5e","itemType":"COMMENT","name":"","parents":{"9d0c21e0a436437250af5c4d":1782420046040,"fe200d536615f59f1ad53b7c":1782420046040},"sessionID":"85f9e7b1-15f8-e0fa-e100-533468cb9e5e","updatedAt":1782420046040,"version":1},{"agentID":"3da205c2c645375c218ee07b","agentIcon":"article","agentName":"週報撰寫員","content":"---\n\n## ✅ 2026-06-25 美股週報 已完成\n\n### 處理摘要\n\n**資料來源整合**（共 4 份筆記 + 10 檔個股數據）：\n\n| 來源 | 內容 |\n|------|------|\n| 美股盤後摘要 ×2 | 6/24（板塊輪動）+ 6/25（MU 財報、PCE 公布） |\n| 趨勢股篩選 ×2 | 6/24 初篩 → 6/25 複篩（FOUR/RUN 由推薦轉淘汰） |\n| 美股趨勢掃描器 | 10 檔 US_TREND_STOCK weeklyPick 權威狀態 |\n\n**本週推薦組合**（依 weeklyPick 權威狀態）：\n- ⭐ **MU**（Micron）— 財報爆發 +15.74%，HBM 供不應求\n- **KBH**（KB Home）— 房市輪動，RSI 降溫後回調進場\n- **BB**（BlackBerry）— 轉虧為盈，量能 2.50x 全市場最強\n\n**波動警示**：10 檔觸發（🔴2 / 🟡4 / 🟢4），關鍵警示包括 CBRS 超跌崩壞、KYMR 極度超買、PCE 4.1% 高通膨延續。\n\n**已完成**：週報已更新至「2026-06-25 美股週報」（美股研究筆記內），本 TODO 已標記完成。","createdAt":1782420156848,"id":"session_00cffb0f-02fa-bc53-0fa0-7ff97e0973c5","itemType":"COMMENT","name":"","parents":{"10b4eff77b46dc50aff7144c":1782420156848,"3da205c2c645375c218ee07b":1782420156848},"sessionID":"00cffb0f-02fa-bc53-0fa0-7ff97e0973c5","updatedAt":1782420156848,"version":1},{"agentID":"b1ad5048e765c60e635eb710","agentIcon":"finance","agentName":"盤後搜集員","content":"---\n\n## ✅ 2026-06-26 美股盤後搜集完成\n\n### 📊 市場摘要\n\n| 指數 | 收盤 | 漲跌幅 |\n|------|------|--------|\n| S\u0026P 500 | 7,338.79 | **-0.05%** |\n| NASDAQ 100 | 28,977.74 | **-1.09%** |\n| 道瓊工業 | 51,806.99 | **-0.09%** |\n| 原油 WTI | $69.34 | **-3.6%** |\n\n### 🔑 關鍵主題\n- **半導體重挫**：前日美光財報利多後獲利了結（美光 -6.69%、博通 -3.39%、輝達 -1.42%）\n- **生技大漲**：資金明顯輪動至醫療保健（Moderna +12.59%、禮來 +7%）\n- **油價暴跌 4%**：伊朗協議進展、荷姆茲海峽恢復通行\n- **蘋果/微軟漲價**：AI 記憶體成本飆升轉嫁消費者\n\n### 📝 已建立\n- **「2026-06-26 美股盤後摘要」**筆記 → 美股研究筆記\n- **5 檔追蹤個股**：MRNA、MSFT、NOW、LLY、LCID → 美股趨勢掃描器\n- **交接待辦**「2026-06-26 美股趨勢分析」→ 已指派給趨勢分析員\n\n### 🏁 本棒已完成","createdAt":1782506199075,"id":"session_e52ac909-1dbf-08d8-1cbf-d776a41d7ebd","itemType":"COMMENT","name":"","parents":{"6a3ee210a38539e8c1cdbc37":1782506199075,"b1ad5048e765c60e635eb710":1782506199075},"sessionID":"e52ac909-1dbf-08d8-1cbf-d776a41d7ebd","updatedAt":1782506199075,"version":1},{"agentID":"fe200d536615f59f1ad53b7c","agentIcon":"trending_up","agentName":"趨勢分析員","content":"---\n\n## ✅ 2026-06-26 美股趨勢分析 — 完成\n\n### 📊 篩選結果摘要\n\n從 15 檔觀察清單中篩選，**2 檔推薦買進、3 檔警示等回測、3 檔邊緣觀察、7 檔淘汰**。\n\n### 🟢 本週推薦標的（weeklyPick）\n\n| 代號 | 收盤 | 漲跌 | RSI | 量比 | 操作 |\n|------|------|------|-----|------|------|\n| **FOUR** | $47.65 | +8.84% | 63.9 | 2.06x | 🆕 新進，支付板塊順風 |\n| **LCID** | $5.92 | +15.63% | 55.4 | 2.16x | 🆕 新進，短線動能強 |\n| **KBH** | $62.23 | +2.49% | 71.8 | 1.90x | ✅ 續持 |\n\n### ⚠️ 重要發現\n\n今日首次遇到「機械三條件通過但股價重挫」的特殊情境：**AMAT、MU、KYMR** 三檔雖然 RSI/SMA20/量比全部達標，但價格均跌逾 6%，為明確的放量出貨訊號。已歸類為「等回測確認支撐」，**未納入推薦**。\n\n### 📝 已完成項目\n- 報告已寫入「美股研究筆記」→「2026-06-26 趨勢股篩選」\n- 8 檔 weeklyPick 已更新完畢\n- 已交接給 **週報撰寫員**（TODO id: f5939290）\n- 本日待辦已標記完成","createdAt":1782506521196,"id":"session_b73a6be9-a00b-584c-43ed-1ca8021fec3a","itemType":"COMMENT","name":"","parents":{"f0e39f2e35c05618e0d1c7cf":1782506521196,"fe200d536615f59f1ad53b7c":1782506521196},"sessionID":"b73a6be9-a00b-584c-43ed-1ca8021fec3a","updatedAt":1782506521196,"version":1},{"agentID":"3da205c2c645375c218ee07b","agentIcon":"article","agentName":"週報撰寫員","content":"---\n\n## ✅ 任務完成：2026-06-26 美股週報\n\n已將週報寫入「美股研究筆記」資料夾，內容涵蓋全週（6/22–6/26）完整回顧。\n\n### 本週核心摘要\n\n| 項目 | 內容 |\n|------|------|\n| **大盤走勢** | 分歧格局：道瓊持穩，Nasdaq 受科技巨頭拖累後半週轉弱 |\n| **板塊輪動** | 半導體先漲後跌（MU 財報→週五獲利了結），資金轉向生技與傳統經濟 |\n| **推薦標的** | FOUR、KBH、LCID（掃描器權威狀態） |\n| **關鍵事件** | 蘋果/微軟宣布硬體漲價、油價三日累跌 8%、核心 PCE 4.1% 高於預期 |\n| **波動警示** | 14 檔觸發 ±5%，KYMR 爆量反轉為最危險出貨訊號 |\n\n### 本週推薦變化\n\n\u003e 6/25 推薦（MU、KBH、BB）→ 6/26 最終推薦（FOUR、KBH、LCID）\n\u003e MU 與 BB 因週五獲利了結遭移除，FOUR 量能回歸重新入選，LCID 新進。\n\n下一棒已無需交接（單次任務），TODO 已標記完成。","createdAt":1782506637247,"deletedAt":null,"id":"session_4b82fdb9-75e5-0f03-0bbc-677e62929888","isPublic":false,"itemType":"COMMENT","name":"","parents":{"3da205c2c645375c218ee07b":1782506637247,"f593929010bf10bb7b87260a":1782506637247},"preParentID":null,"sessionID":"4b82fdb9-75e5-0f03-0bbc-677e62929888","updatedAt":1782516998651,"version":2},{"agentID":"b1ad5048e765c60e635eb710","agentIcon":"finance","agentName":"盤後搜集員","content":"---\n\n## ✅ 盤後搜集員任務完成\n\n**日期**：2026-06-28（週日，末交易日 6/26 週五）\n\n### 已完成事項\n\n| 步驟 | 內容 |\n|------|------|\n| 📊 大盤搜尋 | S\u0026P 500 7,354（-0.05%）、道瓊 51,876（-0.09%）、Nasdaq 100 29,118（-1.09%），連五黑 |\n| 🔥 漲跌排行 | 強勢：DKNG +11.26%、IBRX +11.81%、LCID +15.63%；弱勢：ON -23.66%、MAAS -26.82% |\n| 📰 財經新聞 | 蘋果全線漲價、AI 超級泡沫警告、OpenAI Codex 97.9% 採用、Q1 GDP 2.1%、荷姆茲海峽通行、英相辭職 |\n| 📝 筆記 | 已新增筆記「2026-06-28 週末市場回顧」並放入「美股研究筆記」資料夾 |\n| ⭐ 追蹤個股 | 已建立 DKNG、IBRX、CHYM、ON、FROG 共 5 檔至美股趨勢掃描器 |\n| 🔄 交接 | 已開新待辦「6/28 週末市場回顧分析」並指派給趨勢分析員 |\n| ✅ 完成 | 已標記本棒 completed |","createdAt":1782678990269,"id":"session_783f754f-75dc-da01-f8f0-624c1a4e5104","itemType":"COMMENT","name":"","parents":{"6a418510e4b1dd391b85502d":1782678990269,"b1ad5048e765c60e635eb710":1782678990269},"sessionID":"783f754f-75dc-da01-f8f0-624c1a4e5104","updatedAt":1782678990269,"version":1},{"agentID":"fe200d536615f59f1ad53b7c","agentIcon":"trending_up","agentName":"趨勢分析員","content":"---\n\n## ✅ 6/28 週末趨勢股篩選 — 任務完成\n\n### 執行摘要\n\n基於 6/26（五）收盤數據（週末無新交易），對觀察清單 **20 檔股票** 完成全量技術面篩選：\n\n### 📊 本週推薦標的（6 檔）\n\n| 代號 | 公司 | 價格 | 漲幅 | RSI | 量比 | 狀態 |\n|------|------|------|------|-----|------|------|\n| **FOUR** | Shift4 Payments | $47.65 | +8.84% | 63.91 | 2.07x | 續持 |\n| **LCID** | Lucid Group | $5.92 | +15.63% | 55.44 | 2.17x | 續持 |\n| **KBH** | KB Home | $62.23 | — | 71.84 | 1.90x | 續持 |\n| **CHYM** | Chime Financial | $20.32 | +11.22% | 62.41 | 4.82x | 🆕 |\n| **FROG** | JFrog | $87.58 | +11.14% | 64.72 | 9.82x | 🆕 |\n| **IBRX** | ImmunityBio | $8.71 | +11.81% | 66.98 | 2.88x | 🆕 |\n\n### ⚠️ 放量下跌（等回測）\nAMAT / MU / KYMR — 三條件機械達標但價格下跌，嚴禁追進\n\n### 🔄 已完成\n- ✅ 已建立分析報告「2026-06-28 週末趨勢股篩選」至美股研究筆記\n- ✅ 已更新 7 檔 US_TREND_STOCK 的 weeklyPick（CHYM/FROG/IBRX → true；AMAT/AYI/KYMR/SNDK → false）\n- ✅ 已開交接待辦給週報撰寫員","createdAt":1782679256468,"id":"session_8e265605-ce35-9c3e-d2fe-5c717dbb2fe4","itemType":"COMMENT","name":"","parents":{"1e37919d939788f111939b9a":1782679256468,"fe200d536615f59f1ad53b7c":1782679256468},"sessionID":"8e265605-ce35-9c3e-d2fe-5c717dbb2fe4","updatedAt":1782679256468,"version":1},{"agentID":"3da205c2c645375c218ee07b","agentIcon":"article","agentName":"週報撰寫員","content":"---\n\n## ✅ 任務完成：「6/28 週末篩選結果 → 撰寫美股週報」\n\n已產出 **「2026-06-28 美股週報」** 並放入「美股研究筆記」資料夾。週報涵蓋六大區塊：\n\n### 📊 週報摘要\n\n| 項目 | 內容 |\n|------|------|\n| **一、大盤回顧** | S\u0026P 500 連五黑（-0.74%），Nasdaq 100 跌 2.73%，資金從科技大輪動至價值/防禦 |\n| **二、趨勢股績效** | 最終推薦 6 檔：**FOUR、KBH、LCID、CHYM、FROG、IBRX**（從 3 檔擴張） |\n| **三、波動警示** | 18 檔 \u003e±5% 波動標的，🔴高風險 6 檔（含 ON -23.66%、KYMR 主力出貨、MU 利多出盡等） |\n| **四、下週關注** | 記憶體成本轉嫁漣漪效應、半導體止穩與否、生技延續性、6/30 消費者信心、7/2 非農 |\n| **五、風險提醒** | 🔴需求破壞風險、AI 超級泡沫警告、PCE 4.1% 通膨；🟢GDP 上修、AI 需求真實、油價緩解 |\n\n### 🔑 本週關鍵變化\n- 推薦從 **MU+KBH+BB** → **FOUR+KBH+LCID** → 最終 **6 檔**（新增 CHYM/FROG/IBRX）\n- ON Semiconductor 暴跌 23.66% 為全市場最劇烈波動\n- 蘋果全線漲價 20%+、微軟 Xbox 漲 $100-$150——記憶體成本正式轉嫁終端\n- 中國對沖基金警告 AI「超級泡沫」","createdAt":1782679392415,"id":"session_265cef5d-244c-deba-a4f4-94b5a93aaf2f","itemType":"COMMENT","name":"","parents":{"3da205c2c645375c218ee07b":1782679392415,"7ab3b9e7d44166d2b8dcb9ed":1782679392415},"sessionID":"265cef5d-244c-deba-a4f4-94b5a93aaf2f","updatedAt":1782679392415,"version":1},{"agentID":"b1ad5048e765c60e635eb710","agentIcon":"finance","agentName":"盤後搜集員","content":"## ✅ 2026-06-29 美股盤後搜集完成\n\n### 📊 今日大盤\n| 指數 | 收盤 | 漲跌幅 |\n|:---|:---|:---|\n| S\u0026P 500 | 7,435.41 | **+1.18%** |\n| NASDAQ 100 | 29,722.61 | **+2.25%** |\n| 道瓊 | 52,183.50 | **+0.59%** |\n| 費城半導體 | 13,709.66 | **+3.83%** |\n\n三大指數結束連跌全面反彈，費半 30 檔成分股 25 檔上漲。\n\n### 📝 已完成\n- **盤後摘要筆記**「2026-06-29 美股盤後摘要」→ 已寫入「美股研究筆記」\n- **5 檔新追蹤個股** → 已建立於「美股趨勢掃描器」：**TSLA**、**RKLB**、**GLW**、**ASTS**、**GOOGL**\n- **交接待辦**「分析 2026-06-29 盤後重點個股」→ 已指派給趨勢分析員\n- **自己這棒** → 已標記完成 ✓\n\n### 🔥 本日頭條\n1. Rocket Lab 以 ~$80 億收購 Iridium，太空板塊暴漲\n2. Google 正式納入道瓊指數，取代 Verizon\n3. 特斯拉 +8.46%，Q2 交車預估上調 + Grok 4.5 AI\n4. 美伊週二杜哈重啟談判，地緣風險降溫\n5. 最高法院鞏固 Fed 獨立性，駁回對庫克的解僱動議","createdAt":1782765324965,"id":"session_5be60033-1cea-45ca-57fd-b3708fd62325","itemType":"COMMENT","name":"","parents":{"6a42d690e54555fb0acec31a":1782765324965,"b1ad5048e765c60e635eb710":1782765324965},"sessionID":"5be60033-1cea-45ca-57fd-b3708fd62325","updatedAt":1782765324965,"version":1},{"agentID":"fe200d536615f59f1ad53b7c","agentIcon":"trending_up","agentName":"趨勢分析員","content":"---\n\n## ✅ 任務完成：2026-06-29 趨勢股篩選\n\n### 執行摘要\n\n| 項目 | 結果 |\n|:---|:---|\n| 觀察清單 | **25 檔**（新增 ASTS/GLW/GOOGL/RKLB/TSLA） |\n| 推薦買進 | **4 檔** |\n| 邊緣觀察 | **2 檔** |\n| 淘汰 | **19 檔** |\n\n### 🎯 本週推薦標的\n\n| 代號 | 收盤 | 漲跌 | RSI | 量比 | 進場價 | 目標 | 停損 |\n|:---|:---|:---|:---|:---|:---|:---|:---|\n| **GLW** 🆕 | $255.69 | +15.67% | 69.21 | 1.74x | $248-255 | $280 | $235 |\n| **CHYM** ⭐ | $21.00 | +3.35% | 64.94 | 1.69x | $20.50-21 | $24 | $19 |\n| **LCID** ⭐ | $6.51 | +9.97% | 62.95 | 1.53x | $6.20-6.50 | $7.50 | $5.80 |\n| **FROG** ⭐ | $90.09 | +2.87% | 67.04 | 1.60x | $88-90 | $100 | $84 |\n\n### 📋 完成事項\n- ✅ 已閱讀 6/29 盤後摘要\n- ✅ 已查詢全部 25 檔 Finviz 技術面\n- ✅ 三條件篩選 + 價格方向檢查\n- ✅ 篩選報告已寫入「2026-06-29 趨勢股篩選」（NOTE id: `945d95d3152ebad59b397740`）\n- ✅ weeklyPick 已更新：CHYM/FROG/GLW/LCID=true，FOUR/IBRX/KBH=false\n- ✅ 已交接給週報撰寫員（TODO id: `e29e16cda83b6e1e3ac55f15`）\n- ✅ 本 TODO 已標記完成","createdAt":1782765641596,"id":"session_64ce5b28-8a86-fc9b-5abf-f7c51dc26542","itemType":"COMMENT","name":"","parents":{"a55ee2187dea658e8b528524":1782765641596,"fe200d536615f59f1ad53b7c":1782765641596},"sessionID":"64ce5b28-8a86-fc9b-5abf-f7c51dc26542","updatedAt":1782765641596,"version":1},{"agentID":"3da205c2c645375c218ee07b","agentIcon":"article","agentName":"週報撰寫員","content":"---\n\n**✅ 任務完成** —「2026-06-29 美股週報」已寫入美股研究筆記。\n\n### 本週摘要\n\n| 項目 | 內容 |\n|------|------|\n| **交易日** | 6/24–6/29（四個交易日） |\n| **大盤走勢** | 先輪動→半導體先漲後跌→週末強彈（S\u0026P +1.18%、費半 +3.83%） |\n| **本週推薦** | **4 檔**：CHYM、FROG、GLW、LCID（均為 weeklyPick=true） |\n| **最大贏家** | LCID 本週累計 **+27%**（6/26 +15.6% + 6/29 +10%），EV 板塊順風 |\n| **波動警示** | 17 檔觸發 ±5% 波動（🔴7 檔 / 🟡6 檔 / 🟢4 檔） |\n| **關鍵事件** | Rocket Lab 收購 Iridium / Google 入道瓊 / Fed 獨立性鞏固 / AI 超級泡沫警告 |\n| **下週焦點** | 非農就業（7/2）、Tesla Q2 交車、Q2 財報季預熱、美伊談判 |\n\n### 推薦組合\n\n| 優先 | 股票 | 板塊 | 進場價 | 最新價 | 目標價 | 停損價 |\n|:---:|------|------|--------|--------|--------|--------|\n| ⭐1 | GLW | AI 光纖 | $248–255 | $255.69 | $280 | $235 |\n| ⭐2 | LCID | EV | $6.20–6.50 | $6.51 | $7.50 | $5.80 |\n| 3 | CHYM | FinTech | $20.50–21.00 | $21.00 | $24.00 | $19.00 |\n| 4 | FROG | DevOps | $88–90 | $90.09 | $100 | $84 |","createdAt":1782765800367,"id":"session_175eaf6c-cbab-849e-61ea-3476121068e2","itemType":"COMMENT","name":"","parents":{"3da205c2c645375c218ee07b":1782765800367,"e29e16cda83b6e1e3ac55f15":1782765800367},"sessionID":"175eaf6c-cbab-849e-61ea-3476121068e2","updatedAt":1782765800367,"version":1},{"agentID":"b1ad5048e765c60e635eb710","agentIcon":"finance","agentName":"盤後搜集員","content":"## ✅ 2026-06-30 盤後搜集任務完成\n\n### 📊 市場摘要\n\n**2026 H1 最後交易日 — 道瓊小跌、科技股續強**\n\n| 指數 | 收盤 | 漲跌 |\n|------|------|------|\n| 道瓊 | ~52,080 | -0.20% |\n| S\u0026P 500 | ~7,448 | +0.11% |\n| NASDAQ | ~25,975 | +0.60% |\n| VIX | ~16.5 | 穩定 |\n\nQ2 創下 2020 年以來最強季度表現，AI 與國防支出為兩大主軸。\n\n### 📝 已產出\n\n1. **筆記**：「2026-06-30 美股盤後摘要」已寫入美股研究筆記，含完整大盤數據、板塊輪動、個股漲跌、7 則重大新聞\n\n2. **新增追蹤 4 檔**（美股趨勢掃描器）：\n   - **AVAV**（AeroVironment）— 軍用無人機 +18.8%\n   - **AMBA**（Ambarella）— AI 視覺晶片 +28%\n   - **QNT**（Quantinuum）— 量子運算 +12.2%\n   - **MXL**（MaxLinear）— 寬頻半導體 +18.1%\n\n3. **已交接**：子 TODO「6/30 盤後重點追蹤」已開立並指派給趨勢分析員，內含完整摘要與待分析個股清單\n\n4. **自身任務**：已標記完成 ✓","createdAt":1782851847012,"id":"session_1ce8727d-0a0f-9401-7d75-b80ab1b66067","itemType":"COMMENT","name":"","parents":{"6a44281045254171c2e00e99":1782851847012,"b1ad5048e765c60e635eb710":1782851847012},"sessionID":"1ce8727d-0a0f-9401-7d75-b80ab1b66067","updatedAt":1782851847012,"version":1},{"agentID":"b1ad5048e765c60e635eb710","agentIcon":"finance","agentName":"盤後搜集員","content":"---\n\n## 📊 2026-06-30 美股盤後搜集 — 任務完成\n\n### 市場概況（Q2 收官日）\n\n| 指數 | 收盤 | 漲跌 |\n|------|------|------|\n| S\u0026P 500 | 7,499.36 | +0.8% |\n| Nasdaq | 26,213.72 | +1.5% |\n| 道瓊 | 52,319.20 | +0.3% 🔴歷史新高 |\n\n- Q2 季度表現：S\u0026P 500 **+13.5%**、Nasdaq **+20%**，雙雙創下 2020 年以來最強單季\n\n### 板塊表現\n**領漲**：工業（+2.61%）、科技（+2.38%）、原物料（+0.63%）  \n**領跌**：必需消費（-1.48%）、公用事業（-1.17%）、房地產（-1.17%）  \n→ 資金明顯從防禦型板塊輪向景氣循環股\n\n### ✅ 已完成項目\n1. **已新增筆記**「2026-06-30 美股盤後摘要」至「美股研究筆記」資料夾\n2. **已建立 5 檔追蹤個股**至美股趨勢掃描器：\n   - **AMBA** Ambarella — AI 視覺晶片 +28%\n   - **QNT** Quantinuum — 量子運算 +12%\n   - **FIGR** Figure Technology — AI 人形機器人 +13%\n   - **MBLY** Mobileye — 自動駕駛 +17%\n   - **AVAV** AeroVironment — 軍工無人機 +19%\n3. **已開新待辦**交接給趨勢分析員，內容含今日摘要與 5 檔個股分析任務\n4. **已標記自己的任務完成** ✓","createdAt":1782851857928,"id":"session_e514d51f-16d9-f44b-5286-e65aecfc38f1","itemType":"COMMENT","name":"","parents":{"6a44281045254171c2e00e99":1782851857928,"b1ad5048e765c60e635eb710":1782851857928},"sessionID":"e514d51f-16d9-f44b-5286-e65aecfc38f1","updatedAt":1782851857928,"version":1},{"agentID":"fe200d536615f59f1ad53b7c","agentIcon":"trending_up","agentName":"趨勢分析員","content":"---\n\n## ✅ 任務完成：6/30 趨勢股篩選\n\n**已完成全部 8 步驟：**\n\n### 📊 篩選範圍\n對觀察清單 **31 檔** US_TREND_STOCK 進行 Finviz 全量技術面篩選，含 4 檔今日新增追蹤（AVAV / AMBA / QNT / MXL）。\n\n### 🏆 推薦買進（4 檔）\n\n| 標的 | 收盤 | 漲幅 | RSI | 量比 | 定位 |\n|------|------|------|-----|------|------|\n| **AMBA** 🆕 | $85.80 | +28.04% | 63.76 | **5.78x** | AI 視覺晶片，最強訊號 |\n| **FIGR** 🆕 | $30.71 | +13.45% | 52.04 | **1.71x** | AI 人形機器人題材 |\n| **GLW** 📌 | $255.43 | -0.10% | 69.09 | **1.57x** | 連續兩日通過，續持 |\n| **MBLY** 🆕 | 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