Signal Detail

Какао

AI-ответ

Какао (CC) 30-day outlook: Рост. 6/6 of 4 Crews agree. Key evidence: Quant 7d forecast: bullish (+8.1%), supply may be tightening.. Confidence 72%. (As of 2026-05-03)

CC
РостADJUST
Текущая цена
$3,668.00
+4.98%
Консенсус
80%
Уверенность
72%
Уверенность решения72%
Main report time
-
Market snapshot time
04.05.2026, 06:57 (UTC)
Quant basis
7D bullish · 8.12%

Какао сейчас выглядит скорее бычьим.

Сначала проверьте доказательства, затем выборочно следуйте бычьему сценарию.

Summary

Простое объяснение сигнала

Сначала прочитайте направление, доказательства и риск, а потом решайте, как исполнять.

Быстрый вывод

Какао сейчас выглядит скорее бычьим. Сначала проверьте доказательства, затем выборочно следуйте бычьему сценарию.

Judgment basis
Adopted moderator evidence is unavailable, so this section currently shows supporting crew evidence instead.
Main report time
-
Market snapshot time
04.05.2026, 06:57 (UTC)
Quant basis
7D bullish · 8.12%
Evidence basis
Предложение
[Supply Crew / CC] Quant 7d forecast: bullish (+8.1%), supply may be tightening. Strong negative trend (slope: -17.63). Wide CI range (40%): high supply uncertainty. 52w position 11%: low prices likely reducing production incentives. High volatility (60%): potential supply-chain disruption
Спрос
[Demand Crew / CC] Price at 10.6th percentile of 52w range — below-average pricing supports downstream demand recovery. Quant 7d: bullish (+8.1%), consistent with demand strength
Макро
[Macro Crew / CC] EXTREME volatility regime (60%): market dislocation, mean reversion likely. Broad commodity trend bullish: 8/11 above SMA200 (73%). Broad momentum: 8 golden crosses across commodities. EXTREME crisis level: flight-to-real-assets, commodity hoarding likely. Quant 7d: bullish (+8.1%), macro alignment
Почему такой вывод
i

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

Почему ждать может быть лучше
i

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

Что смотреть дальше
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.
Базовый сценарий

Какао сейчас выглядит скорее бычьим.

Риск-контроль
Сейчас значимых разногласий нет.
CC swarm simulation under extreme: double_up bias with 10 active signals.
Chart

Рыночный график

График служит только визуальной опорой; реальный вывод формируется из доказательств и debate ниже.

Данные с задержкой. Сверяйте решение с доказательствами и scorecard.
Quant

Quant Forecast

Сравните 7D, 14D и 30D в одной структуре.

7d
$3,965.96
+8.12%
$3227.84 ~ $4694.36
14d
$3,960.32
+7.97%
$3267.79 ~ $4689.74
30d
$4,746.62
+29.41%
$4035.93 ~ $5398.98
TA

Technical Analysis

Debate

4-Crew Debate

Здесь система подтверждает, корректирует или переворачивает quant base case.

Decision
ADJUST
Direction
Рост
Consensus
80%
Score
+0.752
Swarm

Recent Swarm Scenario

В кризисе simulation становится дополнительным уровнем решения.

Run
swarm_20260502_065255_cc
Direction
Рост
Confidence
88.2%

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

다수 지역 홍수 (3개)ZC 52주 극단ZS 52주 극단
Track Record

Prediction History

Recent prediction track record for CC

CC
CC
CC
17%
Hit rate
AI Debate

AI Мульти-модель

Перекрёстная проверка независимыми AI

Вердикт AI

Бычий

Уверен.

67%

Согласие

84%

Agents

6/12

Голосование

Бычий
84%
Нейтр.
0%
Медвежий
16%

Ключ. факторы

  • 1West Africa structural supply deficit sustaining floor prices
  • 2USD weakness / Fed easing expectations boosting dollar-denominated commodities
  • 3Flight-to-real-assets in crisis macro regime supporting hoarding demand
  • 4Broad commodity momentum (8 golden crosses) confirming macro tailwind
  • 5Price well below 2024 highs creates asymmetric upside vs. downside risk

Осн. риски

  • !Extreme volatility regime cuts both ways — mean reversion could accelerate sharply if demand destruction (chocolate price elasticity) kicks in at persistently high cocoa costs
  • !Trade tariff escalation reducing global confectionery demand and processing margins, softening cocoa end-demand
  • !Quant 30d Forecast Of +29pct Appears Supply Or Technical Driven Not Demand Led — Demand Recovery Is Gradual Not Explosive
  • !Global Chocolate Consumption Headwinds From Consumer Discretionary Squeeze And Sugar Reduction Health Trends

Анализ по группам

Макроsonnet-4.6

Cocoa (CC) at $3,668 sits well below its 2024 supply-crisis peak (~$12,000), yet remains structurally elevated due to persistent West African supply deficits (Ivory Coast/Ghana crop disease and...

Спросsonnet-4.6

Cocoa at $3,668/mt represents a dramatic retracement from the 2024 spike above $10,000/mt, and at the 10.6th percentile of its 52-week range, demand destruction from extreme pricing is now reversing.

Настр.sonnet-4.6

Cocoa (CC) at $3,668 sits well below its 2024 historic highs (~$10,000-12,000), suggesting the post-peak correction has largely run its course and the current 30-day momentum (+29.4%) reflects a...

Предлож.sonnet-4.6

Cocoa at $3,668 sits at only 11% of its 52-week range — a collapse from the $10,000–$12,000 peaks driven by West Africa supply crisis recovery pricing.

Правила vs AIagree
Execution

Evidence → Validation → TradingView

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Path

30-Day Forecast Path

DateForecastLowHigh
2026-05-02$4435.12$3646.41$5137.11
2026-05-03$4477.27$3742.88$5185.16
2026-05-04$3859.87$3151.84$4532.71
2026-05-05$3942.38$3200.59$4654.20
2026-05-06$3967.75$3227.54$4710.36
2026-05-07$3975.47$3298.20$4692.53
2026-05-08$3965.96$3227.84$4694.36
2026-05-09$4617.68$3893.34$5351.95
2026-05-10$4623.19$3859.76$5348.35
2026-05-11$3970.21$3270.05$4709.11
2026-05-12$4019.03$3260.31$4752.61
2026-05-13$4013.38$3282.92$4764.91
2026-05-14$3993.46$3288.80$4743.37
2026-05-15$3960.32$3267.79$4689.74
E-E-A-T

Источники данных

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

Обновлено:

CropCast v2.0 — ИИ-движок прогнозов цен на сырьё