## Possibilities, not probabilities, never certainties-Peter L. Brandt- The Factor Report

《免費會員周報｜市場筆記》】#28.Aug.2026 ｜軟件股帶動科技板塊氣氛，資金已帶動到AI層用層?-- Sam Lam 投資筆記 Investment Radar PRO 
市場狀態：Normal Period 
本週RS強度：41% (低於50%） 
我的總倉位比例：高於50% 
S&P 和 QQQ 昨日靠NVIDIA業績把指數重新拉近前高，有轉好跡象。 $英偉達 (NVDA.US)$ 業績與指引好過預期，並給出較強增長展望，暫時紓緩市場對AI capex燒錢無回報的疑慮。Salesforce等軟件業績亦偏正面。AI主線再次回到龍頭驗證，令昨日一堆軟件股強勢上升，帶動我的股票一同爆升😍 
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Jackson Hole（今日重點）
新任主席Warsh今日演講是本週最大變數。市場想聽的是：通膨仍高（PCE偏熱）之下，9月到底按兵不動，還是重新把加息拿上枱。他一向少給前瞻指...

🚨 Daily Market Update: Price action improving– Julian Komar -Market Update Premium 
Market Indicators 📈
The Market Trend Model remains yellow across all indices. There is still no improvement in net highs or stocks above the MA200, but yesterday’s Nasdaq price action was encouraging. 
I’m ready to raise exposure if strong setups appear. Stay selective and react to confirmed buy signals. 
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S...

Sam Lam 投資筆記 Investment Radar PRO 
為何美國國債利率大幅上升，但黃金卻逆向上升？ 
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自七月以來實際利率大幅上升，按傳統教科書，無息的黃金理應被拋售，但金價卻異常堅挺、甚至拒絕下跌，這不是市場暫時失靈，而是三大支柱正在改寫黃金的遊戲規則—— 
官方通脹數據失去信任，被AI 目光吸走、以及美元主權信用正在被侵蝕。一旦政治壓力迫使利率回落，金價可能迎來上漲。 
反常現象：利率狂飆，黃金為何不跌？
傳統邏輯很簡單：實際利率上升，持有黃金的機會成本增加，資金會流向能產生孳息的美國國債。自七月以來，實際利率出現大幅跳升，金價卻沒有出現預期中的拋售，反而橫盤甚至展現韌性，市場可能正在用新的視角重新定價黃金。 
自俄羅斯事件美元被武器化後，各國央行對美國國債的信任下降。凍結俄羅斯約三千億美元資產的先例，讓外國官方部門意識到：持有美債存在對手方風險。黃金沒...

Aug 29 2026 MIM weekly report.pdf

J Law 大盤板塊方向部署 (update: 29Aug2026)

J Law 圖表教學 (update: 29Aug2026)

J Law 大盤板塊方向部署 & 圖表教學(update 29Aug2026) 中文字幕 
👋 How to Get Telegram Notifications when it is updated? 如何通过Telegram接收更新通知？ - Website Instructions - PivotTraders

📺 August 29, 2026 - Weekend-Report 242–Julian Komar-Market Update Premium 
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🎯 High-Potential Stocks for Next Week
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Here are the ticker symbols: FTNT,QLYS,HTFL,TEM,MRNA,GH,OMDA,HNGE,CHYM,HL. I will keep you up-to-date in the daily preparation posts. 
Click here to see the list in Finviz. 
Click here to see the daily focus list in TradingView (Will be updated every day before the mar...

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8 29 2026 Weekly Video - Videos Weekly Videos - Champion Team Trading 
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Two Market Wizards have come from Stockbee school 
👋 How to Get Telegram Notifications when it is updated? 如何通过Telegram接收更新通知？ - Website Instructions - PivotTraders

## Factor Update, August 29 2026----Peter L. Brandt 
For the video version of this Factor Update Video click here to view:  video 
[Image from Gyazo]

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Market getting stuffed so far after Thursdays Wedge Pop. We saw pretty heavy selling in many recent earnings gappers such as NVDA. Select software stocks continued to act well but overall the market acts poorly. I have not made progress outside of a small position in ZETA so am not in a rush to do anything. I think the semi weekly is an important chart to watch as we looked set to hold a higher lo...

[ 
30 August 2026 | Jackson Hole Revives the Rate-Hike Trade; AI Boosts Growth but Also Raises Capital and Rate](https://monkeycourse.com.516273.xyz/s/-30-august-2026-jackson-hole-revives-the-rate-hike)

# 30 August 2026 | AI Hardware Shifts Toward the Short Side; Stronger Groups Are Waiting for M.E.T.A. Entries

[內嵌字幕] IR 會員大盤及股票 Podcast 30.Aug.2026 -聯存局加息抑或減息 市場風險增加 Patreon 上的 Sam Lam 投資筆記

Software stocks did well last week while most everything else drifted   aimlessly on light summertime volume. ServiceNow (NOW) made a solid $14   move up from my latest TBA and Palantir (PLTR) gained $20 from its TBA.   Then Friday changed the mood in a hurry when Fed Chairman Warsh warned   inflation was too high, and the market sold down on rate hike fears that   punished many stocks.   I’ll...

📌 前言與風險提示 
本週板塊排名僅反映當前市場資金的聚焦程度與相對強度（RS），我再判斷屬於那一個級別。 
⚠ 交易紀律提醒： 排名靠前絕不等同於「即時買入訊號」。強勢股若處於技術伸延過多的狀態，盲目追高風險極大。請務必結合*大盤RS強度、個股當前圖表形態（如：是否回測均線支持、有無出現 Buyable Gap Up 機會）*進行綜合資金管理。 

🥇目前板塊最強勢：
〽Short Side 硬件類: AMD ARM INTC MPWR MXL APLD （出現大量short M.E.T.A.） 
🔼軟件股: PLTR ZETA TEAM VEEV NOW IOT SAP CRM FROG 
🔼SKYY 雲計算: NTNX MDB ANET AGYS 
🔼AI Agent: SNOW TWLO 
🔼虛擬貨幣類: CRCL BMNR 
🔼金 : CGAU EGO IAG 
🔼銅：FCX S...

Current Report August 30, 2026–The Roppel Report

Ahju 2026.08.30