Signal Detail

Cerdo

Respuesta Rapida IA

Cerdo (HE) 30-day outlook: Alcista. 6/6 of 4 Crews agree. Key evidence: Quant 7d forecast: bullish (+9.9%), supply may be tightening.. Confidence 76%. (As of 2026-08-02)

HE
AlcistaCONFIRM
Precio Actual
$84.70
-13.94%
Consenso
56%
Confianza
76%
Confianza de la decisión76%
Main report time
-
Market snapshot time
02/08/2026, 03:05 (UTC)
Quant basis
7D bullish · 9.87%

Cerdo muestra un sesgo alcista por ahora.

Revisa la evidencia y después sigue el escenario alcista de forma selectiva.

Summary

Lectura en lenguaje claro

Lee dirección, evidencia y riesgo antes de decidir cómo ejecutar.

Lectura rápida

Cerdo muestra un sesgo alcista por ahora. Revisa la evidencia y después sigue el escenario alcista de forma selectiva.

Judgment basis
Adopted moderator evidence is unavailable, so this section currently shows supporting crew evidence instead.
Main report time
-
Market snapshot time
02/08/2026, 03:05 (UTC)
Quant basis
7D bullish · 9.87%
Evidence basis
Oferta
[Supply Crew / HE] Quant 7d forecast: bullish (+9.9%), supply may be tightening. High volatility (58%): potential supply-chain disruption
Demanda
[Demand Crew / HE] Korean seasonal demand: Chuseok prep (추석 준비). Price at 21.6th percentile of 52w range — below-average pricing supports downstream demand recovery. High corn feed costs pressure hog producer margins. Quant 7d: bullish (+9.9%), consistent with demand strength
Macro
[Macro Crew / HE] EXTREME volatility regime (58%): market dislocation, mean reversion likely. Broad commodity trend bullish: 8/11 above SMA200 (73%). Broad momentum: 7 golden crosses across commodities. Elevated crisis level: monitoring macro risks. Quant 7d: bullish (+9.9%), macro alignment
Por qué esta lectura
i

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

Por qué puede ser mejor esperar
i

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

Qué vigilar después
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.
Escenario base

Cerdo muestra un sesgo alcista por ahora.

Riesgo
No hay grandes desacuerdos ahora mismo.
HE swarm simulation under extreme: double_up bias with 10 active signals.
Chart

Gráfico de Mercado

El gráfico es solo referencia visual; la decisión real sale de la evidencia y del debate inferior.

Datos con retraso. Combina el gráfico con evidencia y scorecard.
Quant

Quant Forecast

Compara 7D, 14D y 30D con la misma estructura.

7d
$93.06
+9.87%
$89.29 ~ $96.63
14d
$86.36
+1.96%
$82.82 ~ $90.21
30d
$86.34
+1.93%
$82.55 ~ $90.36
TA

Technical Analysis

Debate

4-Crew Debate

Aquí el sistema confirma, ajusta o revierte la tesis base del quant.

Decision
CONFIRM
Direction
Alcista
Consensus
56%
Score
+1.005
Swarm

Recent Swarm Scenario

En crisis, la simulación agrega una capa extra de decisión.

Run
swarm_20260731_065603_he
Direction
Alcista
Confidence
92%

HE swarm simulation under extreme: double_up bias with 10 active signals.

가뭄 경고 (1개)폭염 경고ENSO EL_NINO
Track Record

Prediction History

Recent prediction track record for HE

HE
HE
HE
HE
75%
Hit rate
AI Debate

Consenso Multi-IA

Análisis cruzado de agentes de IA independientes

Veredicto IA

Alcista

Confianza

45%

Acuerdo

60%

Agents

6/12

Votación

Alcista
60%
Neutral
40%
Bajista
0%

Factores clave

  • 1센티먼트 시그널 완전 부재로 크라우드 포지셔닝 방향 판단 불가
  • 27일 +9.87% 급등 대비 14일/30일 변화율(각 2% 내외)의 괴리는 최근 며칠간의 스파이크성 움직임을 시사
  • 3돈육/생돈 선물 특성상 계절적 수급·질병 이슈(ASF 등) 뉴스가 자주 가격을 흔들지만 이번 데이터셋엔 반영 안 됨
  • 4Seasonal Summer Heat Stress On Adg
  • 57d Vs 30d Momentum Divergence

Riesgos clave

  • !실제 COT 리포트 미확인 상태이므로 상업적 헤저 vs 투기적 롱 포지션 쏠림을 놓칠 위험
  • !단기 급등 이후 되돌림(mean reversion) 가능성을 과소평가할 위험
  • !no WASDE/USDA Hogs-and-Pigs inventory data cited to confirm actual herd tightening
  • !58% volatility could reflect demand-side speculation or export headlines rather than supply-chain disruption, and could reverse sharply

Resumen por Equipo

Sentimentsonnet-4.6

센티먼트 크루 원자료는 뚜렷한 시그널 부재를 보고하고 있으며(신뢰도 35, 시그널 0개), CFTC COT나 옵션 스큐, 뉴스 정서 등 구체적 데이터가 제공되지 않은 상태에서 방향성을 단정할 근거가 부족하다.

Supplysonnet-4.6

Summer heat stress typically drags down average daily gains and slaughter weights into Q3, which can tighten near-term market-ready hog supply and is seasonally consistent with the quant's bullish 7d...

Macrosonnet-4.6

HE (lean hogs) sits at the intersection of feed-cost inflation (grain/diesel pass-through) and export demand to China/Japan, both of which are more USD- and tariff-sensitive than the broad commodity...

Demandsonnet-4.6

Genuine demand-side support exists: Korea is a top-5 US pork export destination and Chuseok (2026-09-25) import buying typically ramps 6-8 weeks ahead, which lines up with early August.

Reglas vs IAdisagree
Execution

Evidence → Validation → TradingView

Quita el comportamiento de compra y deja la página enfocada en evidencia, scorecard y ejecución por gráfico.

Path

30-Day Forecast Path

DateForecastLowHigh
2026-08-01$107.59$103.82$111.26
2026-08-02$107.14$103.22$110.96
2026-08-03$96.07$92.35$99.46
2026-08-04$95.67$91.96$99.61
2026-08-05$94.88$91.40$98.54
2026-08-06$93.96$90.13$97.89
2026-08-07$93.06$89.29$96.63
2026-08-08$102.92$99.18$106.79
2026-08-09$102.01$98.14$105.87
2026-08-10$90.53$87.00$93.93
2026-08-11$89.77$86.03$93.40
2026-08-12$88.65$84.98$92.33
2026-08-13$87.46$83.82$91.43
2026-08-14$86.36$82.82$90.21
E-E-A-T

Fuentes de Datos

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

Ultima actualizacion:

CropCast v2.0 — Motor de Predicción de Precios con IA