終於到貨

有想要玩的

Get a WHOOP free trial when you join with my link: https://join.whoop.com/8BE3AB49

Jesseovo/last30days-skill-cn

🔗 https://github.com/Jesseovo/last30days-skill-cn

#github

GitHub

GitHub - Jesseovo/last30days-skill-cn: last30days-cn 是一个 AI Agent 技能（Skill），能够自动搜索中国互联网 8 大主流平台最近 30 天的内容，综合分析后生成有据可查的研究报告。

last30days-cn 是一个 AI Agent 技能（Skill），能够自动搜索中国互联网 8 大主流平台最近 30 天的内容，综合分析后生成有据可查的研究报告。 - Jesseovo/last30days-skill-cn

▶️ 黃山料的書根本史上最難看!?公審台灣最暢銷作家的大騙局!! #youtube

https://www.youtube.com/watch?v=hD2Bro3wLng

YouTube

黃山料的書根本史上最難看!?公審台灣最暢銷作家的大騙局!!

幫助養多米
https://www.youtube.com/channel/UCCTEGdb7XMWnpVYRHwiVWnA/join
多米寶貝IG
https://www.instagram.com/domidolo40

#台灣
#網紅
#黃山料
#愛情
#日本
#社會

📡 Daily Market Heartbeat
📅 2026-06-08 星期一

🌍 大盤快照
美股：VOO -2.28%｜QQQM -4.10%｜S&P 500 -2.64%｜VIX +39.77%
宏觀：DXY +0.02%｜Gold +0.05%｜Oil +2.51%
加密：BTC +3.18%｜ETH +4.79%｜SOL +3.67%｜Fear & Greed 8 (Extreme Fear)
亞洲：TAIEX -1.60%｜Nikkei -1.12%｜KOSPI -5.54%

🧭 今天先看
1. 風險偏好：VIX 大幅上行，美股指數同步回落，盤面偏 risk-off；DXY 近乎持平，Gold 小漲、Oil 上行，避險與成本壓力同時存在。
2. 科技主線：QQQM -4.10%，AI/Semi basket 平均 -8.37%，科技主線短線承壓，半導體相關跌幅比大盤更深。
3. 加密與亞洲：BTC +3.18%、ETH +4.79% 走強，但 Crypto proxy 平均 -7.92% 反向下跌；亞洲以韓股壓力最大，KOSPI -5.54%，台股與日股跌幅較小。

📌 Theme rotation
- AI/Semi：平均 -8.37%｜主要：DRAM -11.82%, CHAT -8.77%, SMH -7.72%
- Crypto proxy：平均 -7.92%｜主要：CRCL -11.48%, COIN -6.80%, HOOD -5.48%
- High beta：平均 -7.22%｜主要：TEM -10.59%, RKLB -6.59%, TSLA -6.05%
- Hedge：GLD -3.19%

🎯 Watchlist top movers
- 🔴 DRAM $55.79 -11.82%｜AI/Semi｜AI/Semi 內跌幅最深，半導體 basket 壓力集中。
- 🔴 CRCL $80.28 -11.48%｜Crypto proxy｜Crypto proxy 明顯轉弱，和 BTC/ETH 上漲形成背離。
- 🔴 TEM $46.43 -10.59%｜High beta｜High beta growth 跌幅放大，風險偏好退潮時波動較高。
- 🔴 CHAT $90.65 -8.77%｜AI/Semi｜AI/Semi basket 同步走弱，軟體/AI 題材也未避開賣壓。
- 🔴 SMH $569.69 -7.72%｜AI/Semi｜半導體 ETF 跌幅大於 QQQM，晶片主線相對承壓。

⚠️ 資料僅供觀察，不構成投資建議。

雙刀流的兩把刀都用光了

joe20040208/sector-rotation

🔗 https://github.com/joe20040208/sector-rotation

#github

GitHub

GitHub - joe20040208/sector-rotation

Contribute to joe20040208/sector-rotation development by creating an account on GitHub.

嘗試了下 conductor 我是不知道一個任務怎麼可以跑這麼久

再過不久 Claude 手機版應該能讀 skill 了

📡 Daily Market Heartbeat
📅 2026-06-07 星期日

🌍 大盤快照
美股：VOO -2.28%｜QQQM -4.10%｜S&P 500 -2.64%｜VIX +39.77%
宏觀：DXY +0.66%｜Gold -2.94%｜Oil -2.79%
加密：BTC +0.30%｜ETH +0.48%｜SOL +0.23%｜Fear & Greed 12 (Extreme Fear)
亞洲：TAIEX -1.60%｜Nikkei -1.12%｜KOSPI -5.54%

🧭 今天先看
1. 風險偏好：VIX 大幅上行、DXY 走強，美股指數同步回落，市場偏向降風險；Gold 與 Oil 也下跌，避險與商品線沒有形成明顯支撐。
2. 科技主線：QQQM 跌幅大於 S&P 500，AI/Semi basket 平均跌幅更深，科技與半導體是主要壓力區。
3. 加密與亞洲：BTC/ETH 小幅走高，但 Crypto proxy 明顯下跌；亞洲以韓股壓力最大，台股與日股跌幅較輕。

📌 Theme rotation
- AI/Semi：平均 -8.37%｜主要：DRAM -11.82%, CHAT -8.77%, SMH -7.72%
- Crypto proxy：平均 -7.92%｜主要：CRCL -11.48%, COIN -6.80%, HOOD -5.48%
- High beta：平均 -7.22%｜主要：TEM -10.59%, RKLB -6.59%, TSLA -6.05%
- Hedge：GLD -3.19%

🎯 Watchlist top movers
- 🔴 DRAM $55.79 -11.82%｜AI/Semi｜半導體籃子跌幅最大，AI/Semi 壓力明顯高於大盤。
- 🔴 CRCL $80.28 -11.48%｜Crypto proxy｜Crypto proxy 明顯弱於 BTC/ETH，風險資產內部分歧。
- 🔴 TEM $46.43 -10.59%｜High beta｜High beta 成長股承壓，跌幅高於 QQQM。
- 🔴 CHAT $90.65 -8.77%｜AI/Semi｜AI 應用籃子同步回落，科技主線偏弱。
- 🔴 SMH $569.69 -7.72%｜AI/Semi｜半導體 ETF 跌幅大於 QQQM，晶片線相對弱。

⚠️ 資料僅供觀察，不構成投資建議。

anthropics/defending-code-reference-harness

🔗 https://github.com/anthropics/defending-code-reference-harness

#github

GitHub

GitHub - anthropics/defending-code-reference-harness: Skills for threat modeling, scanning, triage, patching, plus an autonomous…

Skills for threat modeling, scanning, triage, patching, plus an autonomous scanning harness you can /customize - anthropics/defending-code-reference-harness

推荐一个网站，能查看全球24小时内X（Twitter）流行趋势工具：Trends24
🔗 https://trends24.in/
这个工具很实用，可以帮助你快速了解全球最新的热门和讨论动向。
无论你是内容创作者还是营销人员，都能从中获得有价值的数据支持。

互联网充电｜优质资源
优质内容｜内幕消息

kuchin/awesome-ceo

🔗 https://github.com/kuchin/awesome-ceo

#github

GitHub

GitHub - kuchin/awesome-ceo: A curated and opinionated list of resources for startup founders and leaders of high-growth companies

A curated and opinionated list of resources for startup founders and leaders of high-growth companies - kuchin/awesome-ceo

muxuuu/serenity-skill

🔗 https://github.com/muxuuu/serenity-skill

#github

GitHub

GitHub - muxuuu/serenity-skill: Serenity-inspired Agent Skill for supply-chain bottleneck stock research

Serenity-inspired Agent Skill for supply-chain bottleneck stock research - muxuuu/serenity-skill

📡 Daily Market Heartbeat
📅 2026-06-06 星期六

🌍 大盤快照
美股：VOO -2.28%｜QQQM -4.10%｜S&P 500 -2.64%｜VIX +39.77%
宏觀：DXY +0.66%｜Gold -2.56%｜Oil -3.10%
加密：BTC -0.31%｜ETH -0.62%｜SOL -0.76%｜Fear & Greed 12 (Extreme Fear)
亞洲：TAIEX -1.60%｜Nikkei -1.12%｜KOSPI -5.54%

🧭 今天先看
1. 風險偏好：美股指數同步下跌，VIX 大升、DXY 走強，Gold 與 Oil 也下跌，整體是去風險與現金偏好升溫。
2. 科技主線：QQQM 跌幅大於 VOO，AI/Semi basket 平均跌幅更深，科技主線今天偏弱，半導體是主要壓力來源。
3. 加密與亞洲：BTC/ETH 小跌但 Fear & Greed 在 Extreme Fear，Crypto proxy 明顯弱於幣價；亞洲方面台日跌幅相對可控，韓股與記憶體鏈壓力最大。

📌 Theme rotation
- AI/Semi：平均 -8.37%｜主要：DRAM -11.82%, CHAT -8.77%, SMH -7.72%
- Crypto proxy：平均 -7.92%｜主要：CRCL -11.48%, COIN -6.80%, HOOD -5.48%
- High beta：平均 -7.22%｜主要：TEM -10.59%, RKLB -6.59%, TSLA -6.05%
- Hedge：GLD -3.19%

🎯 Watchlist top movers
- 🔴 DRAM $55.79 -11.82%｜AI/Semi｜AI/Semi basket 承壓最深，半導體風險偏好偏弱。
- 🔴 CRCL $80.28 -11.48%｜Crypto proxy｜Crypto proxy 弱於 BTC/ETH，股市端加密風險偏好退得更快。
- 🔴 TEM $46.43 -10.59%｜High beta｜High beta growth 明顯回撤，成長股 beta 壓力偏高。
- 🔴 CHAT $90.65 -8.77%｜AI/Semi｜AI/Semi basket 同步走弱，主題資金今天偏防守。
- 🔴 SMH $569.69 -7.72%｜AI/Semi｜半導體 ETF 跌幅大於 QQQM，晶片主線相對承壓。

⚠️ 資料僅供觀察，不構成投資建議。

🚨 Trump 提到股票

Despite the best efforts of the America Hating Dumocrat Party, which did its very best to DESTROY the U.S.A. during the four long years of the Autopen Administration, over 172,000 AMERICANS found Jobs in the month of May alone! As usual, 100 PERCENT of Bloomberg Economists (who appear to be entering the "Terminal" stages of Trump Derangement Syndrome) underestimated our Economy. UNLIKE the phony California Election results, these numbers don't take months and months to "trickle in" (PASS THE SAVE AMERICA ACT!). They always say "April showers bring May flowers." Well, here in the “HOTTEST” Country in the World, in both April AND May, IT'S RAINING JOBS! President DONALD J. TRUMP

🔗 https://trumpstruth.org/statuses/39121
🕐 Fri, 05 Jun 2026 23:37:44 +0000

🚨 Trump 提到股票

I am pleased to announce that TrumpRx.gov is adding another 160 Prescription Drugs, at highly discounted prices, for a new total of over 800 of the most commonly-used Prescription Drugs. TrumpRx.gov will now provide clear, transparent, and DISCOUNTED offerings for FOUR OUT OF FIVE of every prescription filled by Americans. I was proud to make History during my First Term when we lowered Drug Prices, even if by a tiny percentage, because this amounted to a HUGE change compared to other presidents only raising Drug Prices, endlessly and significantly, every year. Then, during my Second Term, I decided to go BIG with Most Favored Nations Pricing — That is to say, we pay no more or, ideally, less than any other Country for the same exact Drug. Now we are cutting Prices, and cutting them by a LOT, sometimes by 400 or 500 or 600 Percent! These Most Favored Nations Deals have already, in fact, saved American Patients over 400 Million Dollars since the launch of TrumpRx.gov. Of course, Most Favored Nations would not be possible without my use of TARIFFS, which are getting other Countries to “pay up” instead of relying on American Patients getting ripped off, as they were for decades until I ordered an immediate “stop” to this very unfair and, frankly, foolish situation. This is all great news, and I have instructed my Administration to secure more Most Favored Nations Deals, more Partnerships, and Lower Prices for every American Patient. Before filling out a Prescription, make sure you “CHECK OUT” – TRUMPRX.GOV. Thank you for your attention to this matter! President DONALD J. TRUMPHTTPS://TRUMPRX.GOV

📊 公司: Prescription drug companies
🔗 https://trumpstruth.org/statuses/39118
🕐 Fri, 05 Jun 2026 23:28:26 +0000