Signal Detail

活牛

AI 快速回答

活牛(LE) 30天展望: 看涨占优。4 Crew中6/6同意。核心依据: Quant 7d forecast: bullish (+5.9%), suppl。置信度70%。(基准日: 2026-08-14)

LE
看涨ADJUST
当前价格
$218.78
-3.29%
共识度
79%
置信度
70%
判断确定性70%
Main report time
-
Market snapshot time
2026/08/15 07:06 (UTC)
Quant basis
7D bullish · 5.92%

活牛目前偏向上涨判断。

先确认核心证据,再选择性跟随看涨情景。

Summary

通俗判断

先读方向、证据和风险,再决定如何执行。

快速结论

活牛目前偏向上涨判断。 先确认核心证据,再选择性跟随看涨情景。

Judgment basis
Adopted moderator evidence is unavailable, so this section currently shows supporting crew evidence instead.
Main report time
-
Market snapshot time
2026/08/15 07:06 (UTC)
Quant basis
7D bullish · 5.92%
Evidence basis
供应分析
[Supply Crew / LE] Quant 7d forecast: bullish (+5.9%), supply may be tightening
需求分析
[Demand Crew / LE] Korean seasonal demand: Chuseok prep (추석 준비). Price at 22.9th percentile of 52w range — below-average pricing supports downstream demand recovery. Cheap pork draws consumers away from beef, pressuring cattle demand. High corn feed costs squeeze cattle producer margins, eventually bearish supply response. Quant 7d: bullish (+5.9%), consistent with demand strength
宏观分析
[Macro Crew / LE] Broad commodity trend bullish: 8/11 above SMA200 (73%). Broad momentum: 7 golden crosses across commodities. EXTREME crisis level: flight-to-real-assets, commodity hoarding likely. Quant 7d: bullish (+5.9%), macro alignment
为什么会这样判断
i

Primary evidence is still being structured. Use the base scenario and confidence first.

为什么等待可能更好
i

Even on a bullish call, remaining risks mean waiting for confirmation can still be cleaner than chasing.

下一步看什么
i

Watch the next data refresh and debate update.

Need more context?
i

When evidence is thin or event uncertainty is high, the next intelligence refresh and swarm scenario become the extra validation layer.

Agent views
Primary evidence is still being structured. Use the base scenario and confidence first.
Market regime

Directional regime

Event context
Watch the next data refresh and debate update.
Disagreement diagnosis
Crews were mostly aligned without major conflict.
Moderator log

Crews were mostly aligned without major conflict.

Adopted evidence
Deferred evidence
Crews were mostly aligned without major conflict.
基础情景

活牛目前偏向上涨判断。

风险提示
当前没有明显分歧。
LE swarm simulation under extreme: double_up bias with 14 active signals.
Chart

市场图表

图表仅作视觉参考,真正的判断来自下方的证据和 debate。

这是延迟数据。判断前请同时查看证据与成绩单。
Quant

Quant Forecast

用同一结构比较 7D、14D 和 30D 区间。

7d
$231.72
+5.92%
$227.10 ~ $236.46
14d
$229.16
+4.75%
$224.60 ~ $233.91
30d
$223.48
+2.15%
$218.55 ~ $228.17
TA

Technical Analysis

Debate

4-Crew Debate

系统会在这里确认、调整或推翻 quant 基线。

Decision
ADJUST
Direction
看涨
Consensus
79%
Score
+0.949
Swarm

Recent Swarm Scenario

危机状态下,模拟会成为额外决策层。

Run
swarm_20260815_070424_le
Direction
看涨
Confidence
92%

LE swarm simulation under extreme: double_up bias with 14 active signals.

가뭄 경고 (2개)다수 지역 홍수 (2개)폭염 경고
Track Record

Prediction History

Recent prediction track record for LE

LE
LE
LE
LE
54%
Hit rate
AI Debate

AI多模型共识

独立AI代理交叉验证分析

AI判定

看涨

确信度

64%

共识率

82%

Agents

12/12

投票分布

看涨
82%
中性
18%
看跌
0%

关键因素

  • 1활성 배송 경로 차질 신호 없음
  • 2가축 물류 특성상(냉장 트럭 운송, 단거리) 해상 BDI/항만 혼잡 데이터의 연관성 자체가 낮음
  • 3베이시스 및 계절적 무역 신호 데이터 부재로 판단 불가
  • 4No detected shipping or port disruptions
  • 5No available basis signal for physical-market tightness

主要风险

  • !여름철 폭염으로 인한 사육장~도축장 트럭 운송 지연 및 가축 폐사율 상승 가능성이 데이터에 미반영
  • !도축 능력(패킹 플랜트) 병목이 물류 신호에 잡히지 않을 수 있음
  • !Missing export-sales and basis data may conceal emerging tightness
  • !Undetected rail, truck, or cold-chain disruptions could rapidly constrain deliveries

团队分析摘要

物流sonnet-4.6

물류 관점에서 Live Cattle에 대한 실질적 신호가 전무하다 — 항로 혼잡, 수출 판매, 베이시스 데이터 모두 부재한 상태로, 이는 리스크 부재가 아니라 데이터 공백일 뿐이다. 퀀트 엔진의 강세 전망(7일 +5.92%)을 물류 관점에서 확증도 반증도 할 수 없으므로 독자적 방향성 베팅을 걸 근거가 없다.

物流gpt-5.4

The logistics data show no active transport, port, cold-chain, basis, or seasonal disruptions that would independently tighten cattle deliveries.

需求sonnet-4.6

Chuseok pre-holiday buying and a below-average price percentile (22.9th) support a genuine demand recovery narrative, and the quant 7d momentum (+5.9%) corroborates near-term strength.

需求gpt-5.4

The bullish 7-day and 14-day forecasts, combined with below-average relative pricing, support near-term demand resilience.

规则 vs AIagree
Execution

Evidence → Validation → TradingView

移除购物行为,让页面聚焦于证据、成绩单验证和图表执行。

Path

30-Day Forecast Path

DateForecastLowHigh
2026-08-15$235.75$230.74$240.37
2026-08-16$235.70$231.12$240.16
2026-08-17$232.30$227.67$236.83
2026-08-18$232.32$227.89$237.41
2026-08-19$232.32$227.96$237.13
2026-08-20$231.93$227.25$236.75
2026-08-21$231.72$227.10$236.46
2026-08-22$234.71$229.92$239.44
2026-08-23$234.42$230.00$239.01
2026-08-24$230.77$226.16$235.47
2026-08-25$230.53$225.94$234.80
2026-08-26$230.28$225.41$234.74
2026-08-27$229.62$225.06$234.42
2026-08-28$229.16$224.60$233.91
E-E-A-T

数据来源

方法论: Quant Engine (Prophet) + 4 Specialist Crews + Pattern Matcher → Debate Moderator. Learn more

最后更新:

CropCast v2.0 — AI农产品价格预测引擎