寫東西只為了抒發，一切隨緣不為流量
有事找 @finalfantasty
👻 個人博客 Blog: https://blog.pdzeng.com
👻 個人微博客 Blog:
https://daily.pdzeng.com/
有事找 @finalfantasty
👻 個人博客 Blog: https://blog.pdzeng.com
👻 個人微博客 Blog:
https://daily.pdzeng.com/
📡 Daily Market Heartbeat
📅 2026-06-03 星期三
🌍 大盤快照
美股：VOO +0.37%｜QQQM +0.14%｜S&P 500 +0.13%｜VIX -1.74%
宏觀：DXY +0.11%｜Gold -0.48%｜Oil +3.21%
加密：BTC -0.08%｜ETH -1.30%｜SOL -0.29%｜Fear & Greed 11 (Extreme Fear)
亞洲：TAIEX +0.11%｜Nikkei -0.41%｜KOSPI +0.15%
🧭 今天先看
1. 風險偏好：美股小幅走高、VIX 回落，短線風險偏好偏穩；但 DXY 微升、Oil 大漲，通膨與美元壓力仍要留意。
2. 科技主線：QQQM +0.14%，AI/Semi basket 平均 +1.65%，半導體線明顯強於大盤。
3. 加密與亞洲：BTC 近持平、ETH 偏弱，Fear & Greed 仍在 Extreme Fear；亞洲盤台韓小漲、日本偏弱，韓國內部由 Samsung 支撐但 KOSDAQ 壓力較大。
📌 Theme rotation
- AI/Semi：平均 +1.65%｜主要：SMH +3.95%, DRAM +1.74%, CHAT +1.39%
- Crypto proxy：平均 -3.32%｜主要：COIN -4.08%, CRCL -3.59%, HOOD -2.30%
- High beta：平均 -1.66%｜主要：TEM -5.47%, DXYZ -4.58%, TSLA +2.46%
- Hedge：GLD +0.16%
🎯 Watchlist top movers
- 🔴 TEM $49.62 -5.47%｜High beta｜高 beta growth 內資金偏離
- 🔴 DXYZ $47.23 -4.58%｜High beta｜高 beta growth 內資金偏離
- 🔴 COIN $173.99 -4.08%｜Crypto proxy｜加密 proxy 弱於 BTC 現貨表現
- 🟢 SMH $632.21 +3.95%｜AI/Semi｜半導體 basket 內相對強勢
- 🔴 CRCL $100.85 -3.59%｜Crypto proxy｜加密 proxy 弱於 BTC 現貨表現
⚠️ 資料僅供觀察，不構成投資建議。
📅 2026-06-03 星期三
🌍 大盤快照
美股：VOO +0.37%｜QQQM +0.14%｜S&P 500 +0.13%｜VIX -1.74%
宏觀：DXY +0.11%｜Gold -0.48%｜Oil +3.21%
加密：BTC -0.08%｜ETH -1.30%｜SOL -0.29%｜Fear & Greed 11 (Extreme Fear)
亞洲：TAIEX +0.11%｜Nikkei -0.41%｜KOSPI +0.15%
🧭 今天先看
1. 風險偏好：美股小幅走高、VIX 回落，短線風險偏好偏穩；但 DXY 微升、Oil 大漲，通膨與美元壓力仍要留意。
2. 科技主線：QQQM +0.14%，AI/Semi basket 平均 +1.65%，半導體線明顯強於大盤。
3. 加密與亞洲：BTC 近持平、ETH 偏弱，Fear & Greed 仍在 Extreme Fear；亞洲盤台韓小漲、日本偏弱，韓國內部由 Samsung 支撐但 KOSDAQ 壓力較大。
📌 Theme rotation
- AI/Semi：平均 +1.65%｜主要：SMH +3.95%, DRAM +1.74%, CHAT +1.39%
- Crypto proxy：平均 -3.32%｜主要：COIN -4.08%, CRCL -3.59%, HOOD -2.30%
- High beta：平均 -1.66%｜主要：TEM -5.47%, DXYZ -4.58%, TSLA +2.46%
- Hedge：GLD +0.16%
🎯 Watchlist top movers
- 🔴 TEM $49.62 -5.47%｜High beta｜高 beta growth 內資金偏離
- 🔴 DXYZ $47.23 -4.58%｜High beta｜高 beta growth 內資金偏離
- 🔴 COIN $173.99 -4.08%｜Crypto proxy｜加密 proxy 弱於 BTC 現貨表現
- 🟢 SMH $632.21 +3.95%｜AI/Semi｜半導體 basket 內相對強勢
- 🔴 CRCL $100.85 -3.59%｜Crypto proxy｜加密 proxy 弱於 BTC 現貨表現
⚠️ 資料僅供觀察，不構成投資建議。
📡 Daily Market Heartbeat
📅 2026-06-02 星期二
🌍 大盤快照
- 美股：VOO 697.30 (+0.32%)、QQQM 305.82 (+0.66%)、S&P 500 7,599.96 (+0.26%)、VIX 16.05 (+4.63%)、DXY 99.19 (+0.13%)、Gold 4,509.40 (-0.81%)、Crude Oil 91.99 (+2.51%)
- 加密：BTC 71,101.50 (+0.09%)、ETH 1,998.84 (+0.41%)、SOL 80.93 (+0.57%)、BNB 689.88 (-0.09%)、Crypto Fear & Greed 23 Extreme Fear
- 台股：TAIEX 45,337.91 (+0.94%)、0050 105.50 (+1.10%)、TSMC 2330 2,355.00 (-0.63%)
- 日股：Nikkei 225 66,592.18 (-0.62%)、TOPIX ETF 413.10 (-1.17%)
- 韓股：KOSPI 8,883.19 (+0.72%)、KOSDAQ 1,044.89 (-0.34%)、Samsung Elec 363,000.00 (+3.35%)、SK Hynix 2,374,000.00 (+0.25%)
🧠 今天先看什麼
- QQQM +0.66% 強於 VOO +0.32%，先看 growth / tech 風險胃口能不能延續。
- VIX 16.05 / +4.63%、DXY +0.13%、Gold -0.81%、Oil +2.51%，這組先當作風險偏好與避險情緒的溫度計。
- Crypto 先看 ETH 領漲/抗跌是否成立，BTC +0.09%、ETH +0.41%、SOL +0.57%。
- 亞洲相對強弱目前由 TAIEX +0.94% 領先，最弱是 Nikkei 225 -0.62%，看資金是否偏向特定市場。
- Crypto Fear & Greed 在 23 Extreme Fear，如果價格同向走強/轉弱，再提高權重。
📌 Panda watchlist 異動
- RKLB: 122.39, -13.98%。短線壓力較明顯，觀察是否只是回檔或相對弱勢擴大。
- DRAM: 68.00, +7.49%。短線動能偏強，觀察是否能維持成交與相對強勢。
- DXYZ: 49.12, -6.93%。短線壓力較明顯，觀察是否只是回檔或相對弱勢擴大。
- CRCL: 104.97, -6.86%。短線壓力較明顯，觀察是否只是回檔或相對弱勢擴大。
- NVDA: 224.36, +5.59%。短線動能偏強，觀察是否能維持成交與相對強勢。
⚠️ 資料僅供觀察，不構成投資建議。
📅 2026-06-02 星期二
🌍 大盤快照
- 美股：VOO 697.30 (+0.32%)、QQQM 305.82 (+0.66%)、S&P 500 7,599.96 (+0.26%)、VIX 16.05 (+4.63%)、DXY 99.19 (+0.13%)、Gold 4,509.40 (-0.81%)、Crude Oil 91.99 (+2.51%)
- 加密：BTC 71,101.50 (+0.09%)、ETH 1,998.84 (+0.41%)、SOL 80.93 (+0.57%)、BNB 689.88 (-0.09%)、Crypto Fear & Greed 23 Extreme Fear
- 台股：TAIEX 45,337.91 (+0.94%)、0050 105.50 (+1.10%)、TSMC 2330 2,355.00 (-0.63%)
- 日股：Nikkei 225 66,592.18 (-0.62%)、TOPIX ETF 413.10 (-1.17%)
- 韓股：KOSPI 8,883.19 (+0.72%)、KOSDAQ 1,044.89 (-0.34%)、Samsung Elec 363,000.00 (+3.35%)、SK Hynix 2,374,000.00 (+0.25%)
🧠 今天先看什麼
- QQQM +0.66% 強於 VOO +0.32%，先看 growth / tech 風險胃口能不能延續。
- VIX 16.05 / +4.63%、DXY +0.13%、Gold -0.81%、Oil +2.51%，這組先當作風險偏好與避險情緒的溫度計。
- Crypto 先看 ETH 領漲/抗跌是否成立，BTC +0.09%、ETH +0.41%、SOL +0.57%。
- 亞洲相對強弱目前由 TAIEX +0.94% 領先，最弱是 Nikkei 225 -0.62%，看資金是否偏向特定市場。
- Crypto Fear & Greed 在 23 Extreme Fear，如果價格同向走強/轉弱，再提高權重。
📌 Panda watchlist 異動
- RKLB: 122.39, -13.98%。短線壓力較明顯，觀察是否只是回檔或相對弱勢擴大。
- DRAM: 68.00, +7.49%。短線動能偏強，觀察是否能維持成交與相對強勢。
- DXYZ: 49.12, -6.93%。短線壓力較明顯，觀察是否只是回檔或相對弱勢擴大。
- CRCL: 104.97, -6.86%。短線壓力較明顯，觀察是否只是回檔或相對弱勢擴大。
- NVDA: 224.36, +5.59%。短線動能偏強，觀察是否能維持成交與相對強勢。
⚠️ 資料僅供觀察，不構成投資建議。
討論區 不知道為什麼快變成報單區
https://t.me/pdzengtalk
https://t.me/pdzengtalk
🚨 Trump 提到股票
Fake News CNN said today, routinely, that my Iran Nuclear Deal doesn’t talk about Nuclear, when actually it states, very clearly, that Iran will not have a Nuclear Weapon. It then goes on, in very strong and lengthy detail, to discuss various other aspects of Nuclear. In fact, that’s what most of the agreement is about. CNN, and so many others in the Fake News Media, is a Low Ratings disaster. Even with new ownership, it is unlikely to ever get better!!! President DJT
📊 標的: $WBD
🔗 https://trumpstruth.org/statuses/38972
🕐 Sun, 31 May 2026 23:27:46 +0000
Fake News CNN said today, routinely, that my Iran Nuclear Deal doesn’t talk about Nuclear, when actually it states, very clearly, that Iran will not have a Nuclear Weapon. It then goes on, in very strong and lengthy detail, to discuss various other aspects of Nuclear. In fact, that’s what most of the agreement is about. CNN, and so many others in the Fake News Media, is a Low Ratings disaster. Even with new ownership, it is unlikely to ever get better!!! President DJT
📊 標的: $WBD
🔗 https://trumpstruth.org/statuses/38972
🕐 Sun, 31 May 2026 23:27:46 +0000
