# recommendations

ts_code: 000155.SZ
name: 川能动力
sector: 电力
signal: HOLD
reasons: ["缩量回踩MA10支撑（量能收缩至72%）", "主力资金持续流入3620万元", "所属热门板块【电力】"]
scan_session: fresh_bootstrap
created_at: 2026-04-22 09:02:01.971346
strategy: launch_probe
entry_signal_type: pullback
risk_note: 回踩型可能继续下探支撑，注意止损纪律
action_plan: 观察
trigger_condition: 回踩支撑成立且不跌破关键价位，参考价 16.97附近分批关注；等待量价确认
invalidation_condition: 跌破止损 16.58；收盘跌回参考价 16.63 下方；冲高接近目标 17.82 后量能衰减
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑是趋势偏多但动能不足，入场时机不佳。MA20上扬和位置较低提供支撑，但MACD死叉显示短期调整压力，且市场环境偏弱（涨跌比不佳）增加了不确定性。主要风险在于MACD死叉可能引发进一步回调，建议等待MACD绿柱缩短或金叉信号出现，或股价放量突破近期震荡区间上沿时再考虑介入。


ts_code: 301217.SZ
name: 铜冠铜箔
sector: 电池
signal: HOLD
reasons: ["突破后放量确认（确认日涨5.5%，量比1.2倍）", "主力资金大幅流入9048万元", "所属热门板块【电池】"]
scan_session: fresh_bootstrap
created_at: 2026-04-22 09:02:01.971346
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；10日累涨20.9%，警惕回调
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 49.34附近分批关注；等待量价确认
invalidation_condition: 跌破止损 45.39；收盘跌回参考价 48.35 下方；冲高接近目标 50.82 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  虽然均线呈强势多头排列且MACD金叉运行，但RSI已达79严重超买，短期涨幅过大（5日涨9.3%），追高风险显著。当前市场环境偏弱（涨跌比不佳），且股价接近60日高点，短期回调压力较大。建议等待RSI回调至合理区间（如60以下）或股价回踩关键均线（如MA5/MA10）时再考虑介入。


ts_code: 688035.SH
name: 德邦科技
sector: 电子化学品
signal: HOLD
reasons: ["突破后放量确认（确认日涨7.5%，量比1.5倍）", "主力资金持续流入2937万元", "所属热门板块【电子化学品】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；市场情绪一般，注意仓位控制；10日累涨27.96%，警惕回调
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 70.38附近分批关注；等待量价确认
invalidation_condition: 跌破止损 64.75；收盘跌回参考价 68.97 下方；冲高接近目标 72.49 后量能衰减；市场温度继续走弱
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑是短期涨幅已大且RSI进入超买区，追高风险显著。虽然趋势、量价和MACD均呈多头排列，提供了中期支撑，但当前价5日内涨幅超12%，RSI高达76，直接追高不符合中短线风险控制原则。主要风险是短期技术性回调压力，建议等待股价回调至短期均线（如MA5或MA10）附近，出现企稳信号时再考虑介入。


ts_code: 603920.SH
name: 世运电路
sector: 元件
signal: HOLD
reasons: ["突破后放量确认（确认日涨3.2%，量比1.3倍）", "所属热门板块【元件】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；市场情绪一般，注意仓位控制；10日累涨22.07%，警惕回调
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 60.01附近分批关注；等待量价确认
invalidation_condition: 跌破止损 55.21；收盘跌回参考价 58.81 下方；冲高接近目标 61.81 后量能衰减；市场温度继续走弱
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  技术面呈现多头排列且MACD金叉，中期趋势向好。但当前RSI已接近超买区（69），且短期涨幅较大（5日涨12.1%），追高风险上升。建议等待价格回调至短期均线（如MA5或MA10）附近再考虑介入，以降低追高成本和波动风险。主要风险在于市场整体情绪偏弱（涨跌比不佳），且个股短期获利盘可能带来抛压。


ts_code: 300346.SZ
name: 南大光电
sector: 电子化学品
signal: HOLD
reasons: ["突破后放量确认（确认日涨1.3%，量比1.2倍）", "主力资金大幅流入5313万元", "所属热门板块【电子化学品】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；市场情绪一般，注意仓位控制
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 51.25附近分批关注；等待量价确认
invalidation_condition: 跌破止损 47.15；收盘跌回参考价 50.23 下方；冲高接近目标 52.79 后量能衰减；市场温度继续走弱
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  当前股价处于短期多头趋势且位置较低，MACD金叉提供支撑。但RSI已达73，处于超买区域，短期追高风险显著。市场整体环境偏弱（涨跌比不佳），且股价5日内已涨8.3%，短期存在回调压力。建议等待RSI回落至中性区域或股价回踩均线支撑时再考虑介入。


ts_code: 000600.SZ
name: 建投能源
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理8.8%后首日放量启动", "所属热门板块【电力】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本；市场情绪一般，注意仓位控制
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 9.47附近分批关注；等待量价确认
invalidation_condition: 跌破止损 9.16；收盘跌回参考价 9.28 下方；冲高接近目标 10.23 后量能衰减；市场温度继续走弱
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑在于市场整体偏弱（涨跌比1949/3432）且个股处于震荡趋势中，MA20走平或下行表明缺乏明确上升动能。MACD在零轴下方金叉虽为正面信号，但整体仍处空头区域，反弹力度存疑。主要风险是市场温度低（39/100）可能压制个股表现，且当前位置虽低但缺乏强势量价配合，建议等待更明确的趋势信号或市场回暖后再考虑介入。


ts_code: 603105.SH
name: 芯能科技
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理7.1%后首日放量启动", "主力资金持续流入1296万元", "所属热门板块【电力】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本；市场情绪一般，注意仓位控制
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 11.96附近分批关注；等待量价确认
invalidation_condition: 跌破止损 11.17；收盘跌回参考价 11.72 下方；冲高接近目标 12.92 后量能衰减；市场温度继续走弱
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
decision_trace: {}
llm_analysis:
  核心逻辑是短期涨幅已大（5日涨超11%），且处于均线交织的震荡趋势中，上行动能可能减弱。MACD金叉和RSI健康提供一定支撑，但追高风险较高。主要风险是市场环境偏弱（涨跌比不佳），且股价临近短期压力位，需等待回调或整理后的更明确入场信号。


ts_code: 002245.SZ
name: 蔚蓝锂芯
sector: 电池
signal: HOLD
reasons: ["突破后放量确认（确认日涨2.6%，量比1.0倍）", "需求主导（上涨均量/下跌均量=1.8）", "主力资金大幅流入7673万元"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；市场情绪一般，注意仓位控制
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 20.18附近分批关注；等待量价确认
invalidation_condition: 跌破止损 18.57；收盘跌回参考价 19.78 下方；冲高接近目标 20.79 后量能衰减；市场温度继续走弱
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  技术面呈现强势多头排列且量价配合良好，但RSI已达79的严重超买区域，追高风险极高。当前股价已触及60日高点，短期面临获利盘和解套盘的双重压力。建议等待价格回调至MA5或MA10附近（约19.5-19.8区间）且RSI回落至中性区域后再考虑介入，当前追高盈亏比不佳。


ts_code: 300073.SZ
name: 当升科技
sector: 电池
signal: HOLD
reasons: ["突破后放量确认（确认日涨1.9%，量比1.4倍）", "主力资金大幅流入15340万元", "所属热门板块【电池】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；市场情绪一般，注意仓位控制
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 59.07附近分批关注；等待量价确认
invalidation_condition: 跌破止损 54.34；收盘跌回参考价 57.89 下方；冲高接近目标 60.84 后量能衰减；市场温度继续走弱
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
decision_trace: {}
llm_analysis:
  当前技术面呈现多头排列且MACD金叉，主力资金流入明显，具备中期走强基础。但RSI已达75，处于超买区域，短期追高风险较大，且市场整体环境偏弱（涨跌比不佳）。建议等待股价回调至短期均线（如MA5或MA10）附近或RSI回落至中性区域再考虑介入，以规避短期技术性调整风险。


ts_code: 001258.SZ
name: 立新能源
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理7.6%后首日放量启动", "主力资金持续流入3519万元", "所属热门板块【电力】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本；市场情绪一般，注意仓位控制
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 9.39附近分批关注；等待量价确认
invalidation_condition: 跌破止损 9.13；收盘跌回参考价 9.2 下方；冲高接近目标 10.14 后量能衰减；市场温度继续走弱
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  当前均线交织、趋势震荡，且MACD死叉运行于零轴下方，显示短期空头动能仍在。尽管位置较低、主力资金小幅流入，但整体技术结构未形成明确多头共振，RSI处于中性区间也缺乏方向指引。在弱势市场环境下，建议观望等待MACD修复或出现更清晰的放量突破信号后再行评估。


ts_code: 688146.SH
name: 中船特气
sector: 电子化学品
signal: HOLD
reasons: ["突破后放量确认（确认日涨2.6%，量比1.4倍）", "需求主导（上涨均量/下跌均量=1.5）", "主力资金大幅流入5524万元"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；市场情绪一般，注意仓位控制；近期涨幅较大(5日13.4%)，追高风险；10日累涨30.09%，警惕回调
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 69.3附近分批关注；等待量价确认
invalidation_condition: 跌破止损 63.76；收盘跌回参考价 67.91 下方；冲高接近目标 71.38 后量能衰减；市场温度继续走弱
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑是技术面呈现强势多头排列与量价配合良好，但RSI已达96的极端超买区，短期回调压力巨大。入场理由不充分，需等待RSI回调至合理区间（如70以下）再观察介入机会。主要风险在于短期涨幅过大，随时可能因获利盘涌出而快速调整，当前价位追高风险显著高于潜在收益。


ts_code: 002436.SZ
name: 兴森科技
sector: 元件
signal: HOLD
reasons: ["突破后放量确认（确认日涨6.2%，量比1.2倍）", "主力资金大幅流入26885万元", "所属热门板块【元件】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；市场情绪一般，注意仓位控制；近期涨幅较大(5日10.98%)，追高风险；10日累涨39.17%，警惕回调
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 28.21附近分批关注；等待量价确认
invalidation_condition: 跌破止损 25.95；收盘跌回参考价 27.65 下方；冲高接近目标 29.06 后量能衰减；市场温度继续走弱
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑是技术指标出现严重背离。虽然均线呈多头排列、MACD金叉且主力资金大幅流入，显示中期趋势偏强，但RSI已达85的极端超买区，且股价短期涨幅已超14%，逼近60日高点，回调压力巨大。当前介入风险收益比不佳，主要风险是短期可能面临技术性回调或高位震荡。建议等待RSI回落至中性区域（如60以下）或股价出现缩量整理后再寻找介入时机。


ts_code: 600644.SH
name: 乐山电力
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理8.5%后首日放量启动", "主力资金持续流入2781万元", "所属热门板块【电力】"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本；市场情绪一般，注意仓位控制
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 12.69附近分批关注；等待量价确认
invalidation_condition: 跌破止损 11.67；收盘跌回参考价 12.44 下方；冲高接近目标 13.71 后量能衰减；市场温度继续走弱
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
decision_trace: {}
llm_analysis:
  当前市场环境偏弱，个股虽短期涨幅较大但趋势仍处震荡（MA20走平或下行），MACD在零轴下方金叉信号强度有限。RSI虽健康但已接近超买边缘，且股价距60日高点仅9.3%，上方空间受压制。建议观望等待回调或趋势明确转强后再介入，主要风险在于市场情绪低迷下短期涨幅可能面临获利回吐。


ts_code: 000767.SZ
name: 晋控电力
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理10.4%后首日放量启动", "需求主导（上涨均量/下跌均量=1.6）", "主力资金持续流入4062万元"]
scan_session: manual
created_at: 2026-04-22 09:15:08.863139
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本；市场情绪一般，注意仓位控制
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 4.23附近分批关注；等待量价确认
invalidation_condition: 跌破止损 3.89；收盘跌回参考价 4.15 下方；冲高接近目标 4.57 后量能衰减；市场温度继续走弱
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
recall_tags: []
focus_points: []
llm_analysis:
  当前市场环境偏弱，个股虽技术指标偏多（MACD金叉、量价健康），但短期涨幅已超12%，面临获利盘回吐压力。股价处于震荡趋势中，直接追高风险较大。建议等待回调至关键均线（如MA20）或缩量整理后再考虑介入，以规避短期调整风险。


ts_code: 301319.SZ
name: 唯特偶
sector: 电子化学品
signal: HOLD
reasons: ["突破后放量确认（确认日涨4.1%，量比1.1倍）", "所属热门板块【电子化学品】"]
scan_session: manual
created_at: 2026-04-22 09:34:10.966758
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；市场情绪一般，注意仓位控制；近期涨幅较大(5日34.44%)，追高风险；10日累涨72.39%，警惕回调
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 74.99附近分批关注；突破已确认，盘中放量时可直接进场
invalidation_condition: 跌破止损 68.99；收盘跌回参考价 73.49 下方；冲高接近目标 77.24 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 突破已确认，盘中放量时可直接进场
recall_tags: []
focus_points: []
llm_analysis:
  尽管均线呈多头排列且MACD金叉偏多，但RSI14高达98已进入极端超买区，且股价5日内涨幅超过30%，追高风险极大。当前市场环境偏弱（涨跌比1443/3742），板块缺乏资金支撑，技术面与位置安全形成强烈背离。中短线介入极易面临大幅回调，风险远大于潜在收益。


ts_code: 000601.SZ
name: 韶能股份
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理7.2%后首日放量启动", "需求主导（上涨均量/下跌均量=1.7）", "所属热门板块【电力】"]
scan_session: morning_open
created_at: 2026-04-22 10:01:28.241342
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 7.27附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能
invalidation_condition: 跌破止损 6.84；收盘跌回参考价 7.12 下方；冲高接近目标 7.85 后量能衰减
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 早盘放量确认后即可进场，注意开盘9:30-10:00量能
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑为震荡市中的反弹行情，缺乏明确趋势指引。入场理由不足，尽管量价健康且位置较低，但均线交织、MACD死叉显示短期动能偏弱，且市场整体环境疲软（涨跌比不佳）。主要风险在于趋势未确立，可能陷入区间盘整，中短线缺乏上攻催化剂。建议等待均线收敛或MACD转金叉后再观察。


ts_code: 600110.SH
name: 诺德股份
sector: 电池
signal: HOLD
reasons: ["缩量回踩MA10支撑（量能收缩至74%）", "所属热门板块【电池】"]
scan_session: morning_mid
created_at: 2026-04-22 10:10:54.413086
strategy: launch_probe
entry_signal_type: pullback
risk_note: 回踩型可能继续下探支撑，注意止损纪律
action_plan: 观察
trigger_condition: 回踩支撑成立且不跌破关键价位，参考价 10.19附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
invalidation_condition: 跌破止损 9.92；收盘跌回参考价 9.99 下方；冲高接近目标 10.66 后量能衰减
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
recall_tags: []
focus_points: []
llm_analysis:
  当前市场环境偏弱，个股虽处于中长期均线上方且位置较低，但MACD刚形成死叉，显示短期动能转弱，且主力资金无明确流入迹象。在回调过程中，量价配合一般，缺乏明确的企稳反转信号。建议观望，等待MACD绿柱收敛或出现放量阳线确认支撑后再考虑介入。


ts_code: 688268.SH
name: 华特气体
sector: 电子化学品
signal: HOLD
reasons: ["突破后放量确认（确认日涨20.0%，量比1.2倍）", "所属热门板块【电子化学品】"]
scan_session: morning_mid
created_at: 2026-04-22 10:31:02.480869
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 126.78附近分批关注；突破已确认，盘中放量时可直接进场
invalidation_condition: 跌破止损 116.64；收盘跌回参考价 124.24 下方；冲高接近目标 130.58 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 突破已确认，盘中放量时可直接进场
recall_tags: []
focus_points: []
llm_analysis:
  技术指标呈现多头排列且MACD金叉，显示短期趋势偏强。但股价在5日内已累计上涨超过20%，处于60日新高附近，追高风险显著。同时市场整体环境偏弱（涨跌比不佳），且该股主力资金无明确流入迹象，短期调整压力较大。建议等待股价回调至关键均线（如MA10）附近或出现缩量整固后再考虑介入。


ts_code: 002636.SZ
name: 金安国纪
sector: 元件
signal: HOLD
reasons: ["突破后放量确认（确认日涨5.8%，量比1.1倍）", "所属热门板块【元件】"]
scan_session: morning_mid
created_at: 2026-04-22 10:31:02.480869
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；10日累涨31.66%，警惕回调
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 43.7附近分批关注；突破已确认，盘中放量时可直接进场
invalidation_condition: 跌破止损 40.2；收盘跌回参考价 42.83 下方；冲高接近目标 45.01 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 突破已确认，盘中放量时可直接进场
recall_tags: []
focus_points: []
llm_analysis:
  尽管均线呈强势多头排列且MACD金叉偏多，但核心矛盾在于量价背离（量比0.8）且RSI已达77的超买区域，显示追高风险极高。股价已逼近60日高点，在缺乏主力资金配合的情况下，短期突破动能不足。建议观望，等待回调至均线支撑或放量确认后再考虑介入。


ts_code: 300035.SZ
name: 中科电气
sector: 电池
signal: HOLD
reasons: ["缩量回踩MA10支撑（量能收缩至85%）", "所属热门板块【电池】"]
scan_session: morning_mid
created_at: 2026-04-22 10:31:02.480869
strategy: launch_probe
entry_signal_type: pullback
risk_note: 回踩型可能继续下探支撑，注意止损纪律
action_plan: 观察
trigger_condition: 回踩支撑成立且不跌破关键价位，参考价 23.66附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
invalidation_condition: 跌破止损 22.54；收盘跌回参考价 23.19 下方；冲高接近目标 24.37 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
recall_tags: []
focus_points: []
llm_analysis:
  技术面呈现多头排列与MACD金叉，但当前处于短期回调中，且市场整体环境偏弱（涨跌比不佳）。主力资金无明确流入信号，显示上攻动能不足。建议等待股价在均线附近企稳或出现放量阳线确认支撑后再考虑介入，当前追高风险大于收益。


ts_code: 600032.SH
name: 浙江新能
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理10.9%后首日放量启动", "需求主导（上涨均量/下跌均量=1.6）", "所属热门板块【电力】"]
scan_session: morning_mid
created_at: 2026-04-22 10:51:10.922967
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 11.52附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能
invalidation_condition: 跌破止损 10.6；收盘跌回参考价 11.29 下方；冲高接近目标 12.44 后量能衰减
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 早盘放量确认后即可进场，注意开盘9:30-10:00量能
recall_tags: []
focus_points: []
decision_trace: {}
llm_analysis:
  技术指标整体偏多（MACD金叉、量价健康、位置较低），但短期涨幅已较大（5日涨超10%），且当前市场环境偏弱（涨跌比不佳），直接追高风险较高。建议等待股价回调至关键均线（如MA10或MA20）附近或出现缩量整理时再考虑介入。主要风险在于短期获利盘抛压及市场整体情绪拖累。


ts_code: 600979.SH
name: 广安爱众
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理10.0%后首日放量启动", "需求主导（上涨均量/下跌均量=2.2）", "所属热门板块【电力】"]
scan_session: morning_mid
created_at: 2026-04-22 11:01:03.126973
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 5.48附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能
invalidation_condition: 跌破止损 5.04；收盘跌回参考价 5.37 下方；冲高接近目标 5.92 后量能衰减
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 早盘放量确认后即可进场，注意开盘9:30-10:00量能
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑是短期涨幅过大与趋势结构偏弱存在矛盾。虽然量价健康且MACD金叉，但股价5日内涨幅超19%，追高风险显著；同时均线交织、MACD位于零轴下方，显示整体趋势仍处震荡偏空格局。主要风险在于短期获利盘抛压可能压制反弹空间，且市场环境偏弱，中短线盈亏比不佳。建议等待回调或趋势明确转强后再观察。


ts_code: 603693.SH
name: 江苏新能
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理7.6%后首日放量启动", "需求主导（上涨均量/下跌均量=1.6）", "所属热门板块【电力】"]
scan_session: morning_mid
created_at: 2026-04-22 11:10:58.124519
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 15.52附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能
invalidation_condition: 跌破止损 14.63；收盘跌回参考价 15.21 下方；冲高接近目标 16.76 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 早盘放量确认后即可进场，注意开盘9:30-10:00量能
recall_tags: []
focus_points: []
decision_trace: {}
llm_analysis:
  当前均线交织、MACD死叉且位于零轴下方，显示短期趋势偏空且缺乏明确方向；尽管量价关系健康且位置相对较低，但短期涨幅已近10%，存在获利回吐压力。市场整体环境偏弱，且该股主力资金无显著流入，缺乏立即上攻的催化剂。建议观望，等待MACD修复或出现明确放量突破信号后再考虑介入。


ts_code: 000539.SZ
name: 粤电力Ａ
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理8.2%后首日放量启动", "所属热门板块【电力】"]
scan_session: morning_mid
created_at: 2026-04-22 11:31:15.123619
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 6.62附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能
invalidation_condition: 跌破止损 6.09；收盘跌回参考价 6.49 下方；冲高接近目标 7.15 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 早盘放量确认后即可进场，注意开盘9:30-10:00量能
recall_tags: []
focus_points: []
llm_analysis:
  当前均线交织、趋势震荡，缺乏明确方向性；MACD虽金叉但位于零轴上方，动能有限，且RSI已升至62，短期涨幅较大（5日涨15.6%），存在回调压力。尽管位置距60日高点仍有空间，但短期追高风险较高，建议等待回踩均线或缩量整理后的介入时机。主要风险在于市场整体涨跌比偏弱，且该股主力资金无显著流入，上攻持续性存疑。


ts_code: 603328.SH
name: 依顿电子
sector: 元件
signal: HOLD
reasons: ["突破后放量确认（确认日涨2.0%，量比1.1倍）", "所属热门板块【元件】"]
scan_session: morning_mid
created_at: 2026-04-22 11:31:15.123619
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 14.27附近分批关注；突破已确认，盘中放量时可直接进场
invalidation_condition: 跌破止损 13.13；收盘跌回参考价 13.98 下方；冲高接近目标 14.7 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 突破已确认，盘中放量时可直接进场
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑是技术指标呈现多头排列但已进入超买区域，短期追高风险较大。入场理由不充分，因RSI高达77显示短期过热，且股价已逼近60日高点，上方空间可能受限。主要风险是缺乏增量资金配合（主力净流入为0），在超买位置若无放量突破，容易引发回调。建议等待RSI回调或股价有效突破前高后再寻找介入时机。


ts_code: 601311.SH
name: 骆驼股份
sector: 电池
signal: HOLD
reasons: ["缩量回踩MA10支撑（量能收缩至82%）", "所属热门板块【电池】"]
scan_session: morning_mid
created_at: 2026-04-22 11:31:15.123619
strategy: launch_probe
entry_signal_type: pullback
risk_note: 回踩型可能继续下探支撑，注意止损纪律
action_plan: 观察
trigger_condition: 回踩支撑成立且不跌破关键价位，参考价 10.97附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
invalidation_condition: 跌破止损 10.09；收盘跌回参考价 10.75 下方；冲高接近目标 11.3 后量能衰减
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
recall_tags: []
focus_points: []
decision_trace: {}
llm_analysis:
  技术面呈现多头排列且MACD金叉，中期趋势向好。但当前市场环境偏震荡（涨跌比接近1:1），且该股主力资金无显著流入，量价配合仅属一般。股价已接近60日高点，短期面临阻力，直接追涨风险收益比不佳。建议等待回调至均线支撑（如MA10附近）或放量突破前高后再考虑介入。


ts_code: 002256.SZ
name: 兆新股份
sector: 电力
signal: HOLD
reasons: ["缩量回踩MA10支撑（量能收缩至70%）", "所属热门板块【电力】"]
scan_session: morning_mid
created_at: 2026-04-22 11:31:15.123619
strategy: launch_probe
entry_signal_type: pullback
risk_note: 回踩型可能继续下探支撑，注意止损纪律
action_plan: 观察
trigger_condition: 回踩支撑成立且不跌破关键价位，参考价 4.27附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
invalidation_condition: 跌破止损 3.98；收盘跌回参考价 4.18 下方；冲高接近目标 4.48 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
recall_tags: []
focus_points: []
llm_analysis:
  技术面呈现矛盾信号，MA5在MA20上方且MACD金叉显示短期偏多，但MA20走平或下行、市场整体环境偏弱且股价处于回调中，表明上涨动能不足。当前位置较低提供一定安全边际，但主力资金零流入反映缺乏推动力。建议观望等待更明确的放量企稳信号，或市场情绪转暖后再考虑介入。


ts_code: 301511.SZ
name: 德福科技
sector: 电池
signal: HOLD
reasons: ["突破后放量确认（确认日涨15.0%，量比1.3倍）", "所属热门板块【电池】"]
scan_session: morning_mid
created_at: 2026-04-22 11:31:15.123619
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落；近期涨幅较大(5日32.63%)，追高风险；10日累涨53.95%，警惕回调
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 63.56附近分批关注；突破已确认，盘中放量时可直接进场
invalidation_condition: 跌破止损 58.48；收盘跌回参考价 62.29 下方；冲高接近目标 65.47 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 突破已确认，盘中放量时可直接进场
recall_tags: []
focus_points: []
llm_analysis:
  尽管均线呈多头排列且MACD金叉，但RSI14高达89已进入严重超买区，且股价5日内涨幅超过30%，追高风险极大。当前价格接近60日高点，上方空间受限，而回调压力显著。结合主力资金无显著流入，中短线介入的盈亏比不佳，建议规避。


ts_code: 688378.SH
name: 奥来德
sector: 电子化学品
signal: HOLD
reasons: ["突破后放量确认（确认日涨1.4%，量比1.0倍）", "所属热门板块【电子化学品】"]
scan_session: morning_mid
created_at: 2026-04-22 11:31:15.123619
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 40.03附近分批关注；突破已确认，盘中放量时可直接进场
invalidation_condition: 跌破止损 36.83；收盘跌回参考价 39.23 下方；冲高接近目标 41.23 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 突破已确认，盘中放量时可直接进场
recall_tags: []
focus_points: []
decision_trace: {}
llm_analysis:
  尽管中短期均线呈多头排列且MACD金叉偏多，但RSI已达76，处于严重超买区域，短期追高风险极高。同时，市场整体环境偏弱（涨跌比接近1:1），且该股主力资金无明确流入迹象，缺乏增量推动力。建议等待RSI回调至中性区域（如60以下）或出现放量突破前高后的回踩确认时再考虑介入。


ts_code: 300953.SZ
name: 震裕科技
sector: 电池
signal: HOLD
reasons: ["突破后放量确认（确认日涨6.0%，量比1.1倍）", "所属热门板块【电池】"]
scan_session: morning_mid
created_at: 2026-04-22 11:31:15.123619
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: 确认型需观察后续量能是否跟上，防止冲高回落
action_plan: 观察
trigger_condition: 突破确认成立且不跌破关键价位，参考价 223.97附近分批关注；突破已确认，盘中放量时可直接进场
invalidation_condition: 跌破止损 206.05；收盘跌回参考价 219.49 下方；冲高接近目标 230.69 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 突破已确认，盘中放量时可直接进场
recall_tags: []
focus_points: []
llm_analysis:
  尽管技术指标呈现多头排列且MACD金叉，但股价5日内已大幅上涨超15%，RSI14高达75处于超买区域，追高风险极大。同时股价已逼近60日高点，上方阻力显著，且主力资金无明确流入迹象。综合来看，短期回调压力大于上涨动能，不适合中短线介入。


ts_code: 000722.SZ
name: 湖南发展
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理8.2%后首日放量启动", "所属热门板块【电力】"]
scan_session: morning_mid
created_at: 2026-04-22 11:31:15.123619
strategy: launch_probe
entry_signal_type: launch
risk_note: 启动型整理可能延长，注意时间成本
action_plan: 观察
trigger_condition: 缩量整理后启动成立且不跌破关键价位，参考价 14.7附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能
invalidation_condition: 跌破止损 13.88；收盘跌回参考价 14.41 下方；冲高接近目标 15.88 后量能衰减
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 早盘放量确认后即可进场，注意开盘9:30-10:00量能
recall_tags: []
focus_points: []
llm_analysis:
  核心逻辑是当前处于震荡偏空格局，缺乏明确的向上突破信号。入场理由不充分，主要风险在于均线交织、MACD死叉且位于零轴下方，显示短期趋势偏弱，且主力资金无明确流入。虽然位置较低且RSI健康，但缺乏量价配合和趋势支撑，建议观望等待更明确的右侧信号。


ts_code: 000690.SZ
name: 宝新能源
sector: 电力
signal: HOLD
reasons: ["缩量横盘整理3.9%后首日放量启动", "需求主导（上涨均量/下跌均量=1.6）", "所属热门板块【电力】"]
scan_session: afternoon
created_at: 2026-04-22 13:21:28.264558
strategy: launch_probe
entry_signal_type: launch
risk_note: 最大风险在于短期涨幅已大，面临获利盘回吐压力，且板块缺乏强力催化，容易陷入横盘或回调。
action_plan: 观察
trigger_condition: 股价回调至MA20（约5.10元）附近企稳并伴随量能温和放大时，可考虑轻仓试多
invalidation_condition: 股价放量跌破5.00元整数关口，或MACD金叉失败重新拐头向下
lifecycle_status: closed_win
data_freshness: K线数据日期 20260421；盘中价格优先使用腾讯实时行情
entry_timing: 等待回调至关键均线支撑或放量突破近期高点确认趋势强度
recall_tags: []
focus_points: []
decision_trace: {}
llm_analysis:
  电力板块整体热度一般，该股短期涨幅已超10%，追高风险较大。技术面虽有多头信号（MACD金叉、量价健康），但主力资金无明显流入，且处于震荡格局中，缺乏明确的启动爆发点。当前更适合作为趋势观察标的，而非短线出击首选。


ts_code: 002580.SZ
name: 圣阳股份
sector: 实时活跃
signal: HOLD
reasons: ["缩量回踩MA10支撑（量能收缩至121%）", "所属热门板块【实时活跃】"]
scan_session: manual
created_at: 2026-04-23 22:11:51.477633
strategy: launch_probe
entry_signal_type: pullback
risk_note: 主力资金持续流出，若无法快速修复可能转为弱势震荡
action_plan: 重点关注
trigger_condition: 股价放量站上27.5元且MACD红柱重新放大
invalidation_condition: 跌破25元或MACD死叉形成
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回调企稳或放量阳线确认，不急于追入
recall_tags: ["realtime_market", "realtime_active"]
prefilter_decision: watch
prefilter_reason: 强势多头排列但短期回调明显，主力资金大幅流出，需观察回调是否缩量企稳及题材持续性。
focus_points: ["观察回调是否缩量企稳于MA20附近", "关注主力资金流出是否减缓或转为流入", "留意板块内其他个股表现以确认题材热度"]
decision_trace: {}
llm_analysis:
  圣阳股份技术面呈强势多头排列，MACD金叉运行，但近期回调幅度较大且主力资金大幅净流出，短期存在调整压力。量化分49.9偏低，但板块活跃且位置相对安全，具备中期逻辑。当前不宜直接执行，需等待回调企稳或放量确认信号后再考虑介入。


ts_code: 003022.SZ
name: 联泓新科
sector: 电力能源
signal: HOLD
reasons: ["放量突破20日阻力位（涨幅7.8%，量比1.9倍）", "主力资金大幅流入10221万元", "所属主线主题【电力能源】"]
scan_session: manual
created_at: 2026-04-23 22:44:41.050846
strategy: launch_probe
entry_signal_type: breakout
risk_note: RSI超买且短期涨幅过大，回调风险较高
action_plan: 重点关注
trigger_condition: 股价回踩23.5元且分时量能萎缩，或放量突破25元并站稳
invalidation_condition: 跌破22.8元或连续两日缩量滞涨
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回调至MA5附近或分时缩量企稳后再考虑介入，当前超买不宜追高
recall_tags: ["moneyflow_support", "sector_recall", "volume_active", "hot_theme_core"]
prefilter_decision: priority
prefilter_reason: 主线主题匹配+主力资金大幅流入+强势多头排列，虽RSI超买但量价配合良好，具备深度观察价值。
focus_points: ["RSI超买后的回调深度与量能变化", "MA5支撑力度及是否出现缩量企稳", "分时早盘放量后的资金持续性"]
decision_trace: {}
llm_analysis:
  联泓新科匹配今日主线电力能源，主力资金大幅净流入，技术面强势多头排列，但RSI超买严重，短期涨幅已大，追高风险显著。建议等待回调至MA5附近或分时缩量企稳后再考虑介入，当前更适合重点关注而非直接执行。


ts_code: 300077.SZ
name: 国民技术
sector: 电力能源
signal: HOLD
reasons: ["放量突破20日阻力位（涨幅0.1%，量比2.1倍）", "需求主导（上涨均量/下跌均量=1.6）", "主力资金大幅流入32058万元"]
scan_session: manual
created_at: 2026-04-23 22:44:41.050846
llm_analysis: 国民技术匹配电力能源主线，主力资金大幅净流入，量价健康且位置安全，但RSI偏高且短期涨幅较大，追高风险明显。建议等待回调或确认突破后再执行，避免追高被套。
strategy: launch_probe
entry_signal_type: breakout
risk_note: RSI偏高，短期获利盘抛压可能导致回调
action_plan: 重点关注
trigger_condition: 股价回踩23.0且分时企稳，或放量突破24.0并站稳
invalidation_condition: 跌破22.2或缩量横盘超过3天
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回调至23.0附近或放量突破24.0时再考虑介入
prefilter_decision: priority
prefilter_reason: 国民技术属于主线电力能源主题，主力资金大幅流入，技术结构多头且位置安全，虽RSI偏高但量价健康，具备深度观察价值。
focus_points: ["观察RSI高位是否钝化或出现量价背离", "跟踪主力资金是否持续流入", "关注电力能源主题持续性及个股角色是否强化"]
decision_trace: {}
recall_tags:
  ["realtime_active", "hot_theme_core", "trend_scan", "sector_recall", "moneyflow_support", "realtime_market", "volume_active"]


ts_code: 300607.SZ
name: 拓斯达
sector: 电力能源
signal: HOLD
reasons: ["突破后放量确认（确认日涨6.9%，量比2.6倍）", "需求主导（上涨均量/下跌均量=1.8）", "主力资金大幅流入7134万元"]
scan_session: manual
created_at: 2026-04-23 22:44:41.050846
llm_analysis: 拓斯达匹配电力能源主线，技术面中短期多头排列且量价健康，但RSI偏高且短期涨幅较大，追高风险明显。资金面主力净流入但占比不高，需等待回调确认支撑后再执行。
strategy: launch_probe
entry_signal_type: breakout_confirm
risk_note: RSI偏高且短期涨幅较大，追高易被套
action_plan: 观察
trigger_condition: 股价回踩28.5元附近且分时量能萎缩后放量上攻
invalidation_condition: 跌破27.0元或连续两日缩量滞涨
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回踩MA5或MA10确认支撑后再考虑介入
prefilter_decision: priority
prefilter_reason: 主线电力能源主题活跃成分，量价健康且主力资金流入，短期涨幅适中未追高，具备观察价值。
focus_points: ["RSI偏高需关注回调风险", "MA20支撑有效性", "分时早盘放量后的持续性"]
decision_trace: {}
recall_tags:
  ["hot_theme_core", "trend_scan", "sector_recall", "moneyflow_support", "intraday_active", "volume_active"]


ts_code: 002985.SZ
name: 北摩高科
sector: 船舶军工
signal: HOLD
reasons: ["突破后放量确认（确认日涨4.3%，量比1.5倍）", "主力资金大幅流入5227万元", "所属主线主题【船舶军工】"]
scan_session: manual
created_at: 2026-04-23 23:06:26.887402
llm_analysis: 北摩高科匹配今日船舶军工主线，技术面中短期多头排列且MACD金叉，主力资金净流入，具备向上动能。但RSI偏高且短期涨幅较大，追高风险明显，需等待更安全的回踩介入点。
strategy: defensive_watch
entry_signal_type: breakout_confirm
risk_note: RSI偏高，短期获利盘抛压可能导致回调
action_plan: 重点关注
trigger_condition: 股价回踩5日线（约39.2元）不破且分时放量回升
invalidation_condition: 跌破38.0元或连续两日缩量滞涨
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 今日不追高，等待回踩5日线或分时均线确认支撑后再考虑介入
prefilter_decision: priority
prefilter_reason: 船舶军工主线核心成员，技术多头排列且MACD金叉，主力资金净流入，短期涨幅适中未明显追高，具备深度观察价值。
focus_points: ["观察RSI高位是否出现顶背离或量价背离", "关注船舶军工板块持续性及个股领涨角色", "跟踪分时放量时段资金行为是否延续"]
decision_trace: {}
recall_tags:
  ["intraday_active", "hot_theme_core", "sector_recall", "volume_active", "moneyflow_support", "top_theme_member"]


ts_code: 603496.SH
name: 恒为科技
sector: 船舶军工
signal: HOLD
reasons: ["放量突破20日阻力位（涨幅1.1%，量比2.4倍）", "需求主导（上涨均量/下跌均量=2.2）", "所属主线主题【船舶军工】"]
scan_session: manual
created_at: 2026-04-23 23:06:26.887402
llm_analysis: 恒为科技匹配今日船舶军工主线，技术面多头排列且量价健康，但RSI偏高且主力资金净流入微弱，追高风险较大。当前距60日高点仅3.1%，突破前需确认量能配合，因此暂定观察，等待更佳介入时机。
strategy: defensive_watch
entry_signal_type: breakout
risk_note: RSI偏高且资金流入不足，追高可能面临短期回调
action_plan: 观察
trigger_condition: 股价回踩31元附近且缩量企稳，或放量突破32.8元前高
invalidation_condition: 跌破30.2元或连续3日缩量滞涨
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回踩5日均线或放量突破前高确认后再考虑介入
prefilter_decision: priority
prefilter_reason: 主线主题船舶军工成分，技术结构多头且量价健康，主力资金小幅流入，分时早盘放量，具备观察价值。
focus_points: ["RSI偏高是否引发短期回调", "能否突破60日高点32.85", "主力资金是否持续流入"]
decision_trace: {}
recall_tags:
  ["realtime_active", "hot_theme_core", "sector_recall", "volume_active", "moneyflow_support", "top_theme_member", "realtime_market"]


ts_code: 600685.SH
name: 中船防务
sector: 船舶军工
signal: HOLD
reasons: ["放量突破20日阻力位（涨幅3.3%，量比1.7倍）", "所属主线主题【船舶军工】"]
scan_session: manual
created_at: 2026-04-23 23:12:19.741161
llm_analysis: 船舶军工是今日主线，中船防务位置较低且量价配合尚可，但RSI已超买，短期回调风险较大。建议等待回调至支撑位再介入，避免追高。
strategy: defensive_watch
entry_signal_type: breakout
risk_note: RSI超买后可能快速回调，需防范追高被套
action_plan: 重点关注
trigger_condition: 股价回踩31.5附近且RSI回落至70以下
invalidation_condition: 跌破30.5或放量长阴破MA20
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待RSI回落至70以下或回踩MA5不破时低吸
prefilter_decision: priority
prefilter_reason: 船舶军工主线核心成分，技术结构多头且位置安全，资金温和流入，具备深度观察价值。
focus_points: ["RSI超买后的回调深度与量能变化", "主力资金是否持续流入或出现分歧", "船舶军工板块整体强度与持续性"]
decision_trace: {}
recall_tags:
  ["top_theme_member", "hot_theme_core", "sector_recall", "intraday_active", "moneyflow_support", "volume_active"]


ts_code: 603198.SH
name: 迎驾贡酒
sector: 白酒消费
signal: BUY
reasons: ["放量突破20日阻力位（涨幅5.9%，量比2.7倍）", "主力资金大幅流入10841万元", "所属主线主题【白酒消费】"]
scan_session: manual
created_at: 2026-04-23 23:16:53.711761
llm_analysis: 迎驾贡酒匹配今日主线白酒消费，技术面多头排列且MACD金叉，资金大幅流入，位置相对低位，具备短线攻击力。量化分高且板块效应强，适合作为可操作标的。
strategy: defensive_watch
entry_signal_type: breakout
risk_note: 短期涨幅已超12%，若板块轮动过快可能面临回调
action_plan: 可操作
trigger_condition: 股价站稳39.02且量比大于1.2
invalidation_condition: 跌破37.2或缩量滞涨超过2天
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 今日开盘或回踩5日线附近可低吸，若放量突破39.5则加仓
prefilter_decision: priority
prefilter_reason: 白酒消费主线核心票，主题匹配度高，主力资金大幅流入，技术结构多头健康，短期涨幅合理未过热，具备深度观察价值。
focus_points: ["观察白酒板块持续性及龙头股联动效应", "关注量能是否维持或进一步放大，确认需求强度", "留意60日高点附近压力及回调幅度"]
decision_trace: {}
recall_tags:
  ["volume_active", "theme_leader", "hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"]


ts_code: 600559.SH
name: 老白干酒
sector: 白酒消费
signal: HOLD
reasons: ["突破后放量确认（确认日涨6.0%，量比3.0倍）", "需求主导（上涨均量/下跌均量=2.1）", "主力资金持续流入1395万元"]
scan_session: manual
created_at: 2026-04-23 23:16:53.711761
llm_analysis: 该股匹配今日主线白酒消费，技术面中短期多头，量价健康，位置较低，具备安全边际。但当前价距60日高点仍有空间，且MACD零轴下方，需等待放量确认突破。
strategy: defensive_watch
entry_signal_type: breakout_confirm
risk_note: 大盘环境偏弱，若白酒板块冲高回落，个股可能跟跌
action_plan: 重点关注
trigger_condition: 股价放量站上14.5且白酒板块涨幅超1%
invalidation_condition: 跌破13.8或白酒板块转弱
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 今日可观察，若放量突破14.5且白酒板块持续走强，则考虑介入
prefilter_decision: priority
prefilter_reason: 主线白酒消费主题成分，位置安全且量价健康，早盘放量明显，具备观察价值
focus_points: ["确认MA20是否转升，支撑有效性", "观察后续量能能否持续，尤其是下午量能是否回升", "关注白酒板块整体持续性及个股角色是否强化"]
decision_trace: {}
recall_tags:
  ["top_theme_member", "volume_active", "hot_theme_core", "intraday_active", "sector_recall", "moneyflow_support"]


ts_code: 601101.SH
name: 昊华能源
sector: 煤炭能源
signal: HOLD
reasons: ["放量突破20日阻力位（涨幅3.9%，量比2.5倍）", "需求主导（上涨均量/下跌均量=1.7）", "主力资金持续流入3603万元"]
scan_session: manual
created_at: 2026-04-23 23:16:53.711761
strategy: defensive_watch
entry_signal_type: breakout
risk_note: 短期涨幅已大，追高可能面临回调；市场整体偏弱，板块持续性存疑
action_plan: 重点关注
trigger_condition: 股价回踩9.00附近且分时量能萎缩，或放量突破9.50并站稳
invalidation_condition: 跌破8.60或放量长阴跌破MA20
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 今日不追高，等待缩量回踩MA5或MA20确认支撑后低吸
recall_tags: ["volume_active", "theme_leader", "hot_theme_core", "sector_recall", "moneyflow_support"]
prefilter_decision: priority
prefilter_reason: 煤炭能源主线核心股，主题匹配且领涨前排，量价健康、资金流入，短期涨幅可控，具备深度观察价值
focus_points: ["观察能否突破60日高点9.43并站稳", "跟踪主力资金是否持续流入", "关注煤炭能源板块整体持续性及市场情绪配合"]
decision_trace: {}
llm_analysis:
  昊华能源匹配今日主线煤炭能源，技术面偏多且量价健康，但短期涨幅较大（5日涨14.4%），距60日高点仅0.8%，追高风险较高。主力资金净流入3.4%显示有资金关注，但市场整体涨跌比不佳，需等待更安全的低吸时机。


ts_code: 300008.SZ
name: 天海防务
sector: 船舶军工
signal: HOLD
reasons: ["突破后放量确认（确认日涨2.4%，量比1.4倍）", "主力资金大幅流入7247万元", "所属主线主题【船舶军工】"]
scan_session: manual
created_at: 2026-04-23 23:16:53.711761
llm_analysis: 船舶军工主线匹配，位置较低且量价健康，但短期涨幅已超6%且MACD仍在零轴下方，需等待回踩确认。主力资金净流入明显，具备继续上行动力，但不宜追高。
strategy: defensive_watch
entry_signal_type: breakout_confirm
risk_note: 大盘情绪偏弱，若指数继续下挫可能拖累个股回调
action_plan: 重点关注
trigger_condition: 股价回踩7.95元附近且分时量能萎缩后放量上攻
invalidation_condition: 跌破7.7元或放量阴线收盘低于7.8元
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回踩MA5或分时均线确认支撑后低吸，不追高
prefilter_decision: priority
prefilter_reason: 主线主题船舶军工核心成分，位置低、涨幅温和、主力资金净流入，具备观察价值
focus_points: ["确认船舶军工主题持续性及板块内领涨效应", "观察量能能否持续放大突破前高", "关注MACD能否上穿零轴转强"]
decision_trace: {}
recall_tags:
  ["volume_active", "trend_scan", "hot_theme_core", "intraday_active", "sector_recall", "top_theme_member", "moneyflow_support"]


ts_code: 300133.SZ
name: 华策影视
sector: 影视音像
signal: HOLD
reasons: ["突破后放量确认（确认日涨5.3%，量比2.1倍）", "需求主导（上涨均量/下跌均量=2.2）", "主力资金大幅流入23093万元"]
scan_session: manual
created_at: 2026-04-23 23:16:53.711761
strategy: defensive_watch
entry_signal_type: breakout_confirm
risk_note: 短期涨幅过大，RSI超买，若主线不切换可能面临回调
action_plan: 观察
trigger_condition: 股价回踩MA5（约8.2元）不破且放量反弹
invalidation_condition: 跌破MA20（约7.8元）或缩量横盘超过3天
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 今日不追高，等待回踩MA5或MA20确认支撑后再考虑
recall_tags: ["realtime_market", "trend_scan", "realtime_active"]
prefilter_decision: priority
prefilter_reason: 影视音像非主线但资金大幅流入，技术结构多头且位置安全，短期涨幅后RSI偏高但未过热，具备观察价值
focus_points: ["观察能否突破60日高点或形成高位整理", "关注主力资金是否持续流入", "留意RSI是否回落至70以下缓解追高风险"]
decision_trace: {}
llm_analysis:
  华策影视技术面多头排列、量价健康，但短期涨幅已大且RSI偏高，追高风险显著。主线主题为电力、白酒、军工等，影视音像不匹配，缺乏板块共振支撑。资金大幅流入但位置已高，今日不适合直接执行，等待回调确认更稳妥。


ts_code: 601101.SH
name: 昊华能源
sector: 煤炭能源
signal: HOLD
reasons: ["放量突破20日阻力位（涨幅3.9%，量比2.5倍）", "需求主导（上涨均量/下跌均量=1.7）", "主力资金持续流入3603万元"]
scan_session: manual
created_at: 2026-04-24 09:07:15.204168
llm_analysis: 该股匹配今日煤炭能源主线，技术面偏多且量价健康，主力资金净流入，但短期涨幅较大接近60日高点，追高风险较高。建议等待回踩确认后再介入，以获取更安全的位置。
strategy: defensive_watch
entry_signal_type: breakout
risk_note: 短期涨幅已大，若主线轮动或大盘走弱，可能面临回调
action_plan: 重点关注
trigger_condition: 股价回踩9.00元附近且缩量企稳，或放量突破9.50元
invalidation_condition: 跌破8.70元或放量长阴跌破MA20
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 今日已涨，等待回踩5日均线或缩量整理后低吸
prefilter_decision: priority
prefilter_reason: 煤炭能源主线核心成员，主题领涨前排，量价健康且资金净流入，MACD金叉偏多，短期涨幅虽大但距60日高点仅0.8%，有突破潜力。
focus_points: ["观察能否放量突破60日高点9.44并站稳", "跟踪主力资金是否持续净流入", "关注煤炭能源主题持续性及板块内其他领涨股表现"]
decision_trace: {}
recall_tags:
  ["top_theme_member", "sector_recall", "volume_active", "theme_leader", "hot_theme_core", "moneyflow_support"]


ts_code: 300077.SZ
name: 国民技术
sector: 半导体
signal: HOLD
reasons: ["放量突破20日阻力位（涨幅0.1%，量比2.1倍）", "需求主导（上涨均量/下跌均量=1.6）", "主力资金大幅流入32058万元"]
scan_session: morning_open
created_at: 2026-04-24 09:37:13.131441
llm_analysis: 国民技术匹配半导体主线，量价健康且主力资金大幅流入，位置安全。但RSI偏高且短期涨幅已大，追高风险明显，需等待回调确认。
strategy: defensive_watch
entry_signal_type: breakout
risk_note: 短期涨幅过大，RSI偏高，追高可能面临快速回调
action_plan: 重点关注
trigger_condition: 股价回踩22.8附近且分时量能萎缩后重新放量上攻
invalidation_condition: 跌破21.8或放量阴线跌破MA20
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回踩5日线或分时均线确认支撑后低吸，不追高
prefilter_decision: priority
prefilter_reason: 主线半导体主题核心成分，资金大幅流入，技术结构多头健康，位置相对安全，具备深度观察价值。
focus_points: ["观察RSI高位是否出现顶背离或量价背离", "确认MA5支撑有效性及后续量能持续性", "关注分时放量时段是否出现主力控盘痕迹"]
decision_trace: {}
recall_tags:
  ["top_theme_member", "trend_scan", "sector_recall", "volume_active", "hot_theme_core", "moneyflow_support"]


ts_code: 688802.SH
name: 沐曦股份-U
sector: 半导体
signal: HOLD
reasons: ["缩量回踩MA10支撑（量能收缩至66%）", "所属主线主题【半导体】"]
scan_session: morning_open
created_at: 2026-04-24 09:37:13.131441
strategy: defensive_watch
entry_signal_type: pullback
risk_note: 回调未结束，主力资金持续流出，可能进一步下探
action_plan: 观察
trigger_condition: 股价放量站上5日均线且收盘价不低于670元
invalidation_condition: 股价跌破620元或连续3日缩量下跌
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回调企稳或放量阳线确认后再考虑介入
recall_tags: ["top_theme_member", "hot_theme_core", "sector_recall"]
prefilter_decision: priority
prefilter_reason: 主线半导体核心成分股，回调至相对低位且技术结构仍为强势多头排列，量价未明显恶化，具备深度观察价值。
focus_points: ["观察回调是否在MA20或前低附近获得支撑", "关注主力资金流出是否收敛或转为流入", "确认分时放量时段是否出现止跌信号"]
decision_trace: {}
llm_analysis:
  该股匹配半导体主线，但近期回调幅度较大且主力资金持续净流出，短期风险未释放完毕。虽然技术面仍处于多头排列，但量价配合一般，需等待更明确的企稳信号。当前位置安全分较高，但时机不成熟，适合观察而非立即执行。


ts_code: 600559.SH
name: 老白干酒
sector: 白酒消费
signal: HOLD
reasons: ["突破后放量确认（确认日涨6.0%，量比3.0倍）", "需求主导（上涨均量/下跌均量=2.1）", "主力资金持续流入1395万元"]
scan_session: morning_mid
created_at: 2026-04-24 10:22:11.838541
strategy: defensive_watch
entry_signal_type: breakout_confirm
risk_note: 大盘环境偏弱，白酒板块持续性存疑，若指数回落可能拖累个股
action_plan: 观察
trigger_condition: 股价放量站上14.5且白酒板块指数同步走强
invalidation_condition: 跌破13.8或连续两日缩量回调
lifecycle_status: closed_loss
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待回踩MA20确认支撑或放量突破14.5后再考虑介入
recall_tags: ["top_theme_member", "sector_recall", "volume_active", "hot_theme_core", "moneyflow_support"]
prefilter_decision: priority
prefilter_reason: 白酒主线成分，位置低、量价健康、主力净流入，具备观察价值
focus_points: ["MA20能否走平转升", "MACD能否上零轴", "分时放量持续性"]
decision_trace: {}
llm_analysis:
  老白干酒匹配今日白酒消费主线，技术面呈中短期多头排列且量价健康，但MACD仍在零轴下方，位置偏低但未形成明确突破信号。当前市场整体偏弱（涨跌比1:3），个股涨幅温和，缺乏强异动触发条件，因此仅适合观察，等待更明确的右侧确认点。


ts_code: 688146.SH
name: 中船特气
sector: 化工材料
signal: HOLD
reasons: ["需求主导（上涨均量/下跌均量=1.5）", "主力资金持续流入3025万元", "所属主线主题【化工材料】"]
scan_session: morning_mid
created_at: 2026-04-24 10:22:11.838541
llm_analysis: 该股匹配主线化工材料，技术面强势多头排列，但RSI高达97，短期超买严重，追高风险大。资金面主力净流入但占比仅1%，支撑力度有限。当前不宜直接执行，需等待回调确认后再考虑。
strategy: defensive_watch
entry_signal_type: none
risk_note: RSI超买区回调风险，若放量下跌可能形成短期顶部
action_plan: 观察
trigger_condition: 股价回踩MA5（约70元）且RSI回落至70以下，同时量能维持均量以上
invalidation_condition: 跌破MA10（约67元）或RSI持续在80以上横盘后放量下跌
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待RSI从超买区回落至70以下，且股价回踩MA5不破时再考虑介入
prefilter_decision: priority
prefilter_reason: 化工材料主线匹配，主题领涨前排，量价健康且主力资金流入，虽RSI超买但强势多头排列下回调风险可控，值得深度观察
focus_points: ["RSI超买后的回调幅度与量能变化", "能否突破60日高点并维持领涨地位", "分时放量时段是否持续支撑上涨"]
decision_trace: {}
recall_tags:
  ["top_theme_member", "realtime_market", "realtime_active", "sector_recall", "intraday_active", "theme_leader", "hot_theme_core", "moneyflow_support"]


ts_code: 605589.SH
name: 圣泉集团
sector: 化工材料
signal: HOLD
reasons: ["主力资金大幅流入7032万元", "所属主线主题【化工材料】"]
scan_session: morning_mid
created_at: 2026-04-24 11:22:17.646849
strategy: defensive_watch
entry_signal_type: none
risk_note: RSI超买区回调风险，若量能不足可能高位震荡或回落
action_plan: 观察
trigger_condition: 股价放量站上38.52且RSI回落至70以下
invalidation_condition: 跌破MA20（约36.8）或量能持续萎缩
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 等待股价回踩MA5或MA20确认支撑，或放量突破前高38.52后再考虑介入
recall_tags: ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"]
prefilter_decision: priority
prefilter_reason: 主线化工材料核心成分，强势多头排列且资金净流入，虽RSI超买但位置距60日高点仅1.9%，有突破潜力
focus_points: ["观察RSI超买后的回调深度，是否在MA5或MA10获得支撑", "关注分时早盘放量后的持续性，尾盘缩量需警惕", "确认能否突破60日高点并站稳，作为趋势延续信号"]
decision_trace: {}
llm_analysis:
  圣泉集团匹配今日主线化工材料，技术面多头排列但RSI超买，短期回调风险较大。资金面主力净流入但量比仅1.1，需求不够强劲。当前价位接近60日高点，突破需放量确认，否则可能震荡。建议观察等待更安全介入点。


ts_code: 300082.SZ
name: 奥克股份
sector: 化工材料
signal: HOLD
reasons: ["突破后放量确认（确认日涨0.9%，量比1.4倍）", "需求主导（上涨均量/下跌均量=1.7）", "主力资金持续流入2504万元"]
scan_session: morning_mid
created_at: 2026-04-24 11:22:17.646849
llm_analysis: 该股匹配今日主线化工材料，技术面多头排列且量价健康，但短期涨幅已接近60日高点，追高风险较大。资金面主力净流入但占比不高，需等待更安全的回踩买点。
strategy: defensive_watch
entry_signal_type: breakout_confirm
risk_note: 短期涨幅接近前高，若市场情绪转弱可能快速回调
action_plan: 观察
trigger_condition: 股价回踩MA5（约11.8元）且分时量能萎缩后重新放大
invalidation_condition: 跌破MA20（约11.2元）或连续两日缩量滞涨
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 今日不宜追高，等待回踩MA5或MA20确认支撑后再考虑介入
prefilter_decision: priority
prefilter_reason: 主线化工材料主题成分，技术结构强势多头排列，量价健康且资金净流入，分时早盘放量明显，具备较强观察价值。
focus_points: ["观察早盘放量后的持续性，是否出现二次放量或缩量回调支撑", "关注化工材料主题整体强度及板块内领涨股表现", "跟踪主力资金流向变化，确认净流入是否持续"]
decision_trace: {}
recall_tags:
  ["top_theme_member", "sector_recall", "intraday_active", "volume_active", "hot_theme_core", "moneyflow_support"]


ts_code: 300953.SZ
name: 震裕科技
sector: 锂电池
signal: HOLD
reasons: ["所属主线主题【锂电池】"]
scan_session: morning_mid
created_at: 2026-04-24 11:22:17.646849
strategy: defensive_watch
entry_signal_type: none
risk_note: RSI高位钝化叠加主力资金流出，短期回调压力较大
action_plan: 观察
trigger_condition: 股价回踩至215元附近且分时企稳放量
invalidation_condition: 跌破208元或连续两日缩量阴跌
lifecycle_status: closed_win
data_freshness: K线数据日期 20260423；盘中价格优先使用腾讯实时行情
entry_timing: 今日不宜追高，等待回踩MA5或MA10确认支撑后再考虑介入
recall_tags: ["top_theme_member", "hot_theme_core", "sector_recall"]
prefilter_decision: priority
prefilter_reason: 主线锂电池核心成分，技术强势多头排列且位置相对安全，量价配合良好，虽主力净流出但分时早盘放量有资金试探迹象，具备观察价值。
focus_points: ["观察主力资金是否由净流出转为流入，确认早盘放量意图", "关注RSI高位钝化或回调后的承接力度", "跟踪锂电池板块持续性及个股在板块中的领涨角色"]
decision_trace: {}
llm_analysis:
  该股虽匹配锂电池主线且技术面多头排列，但RSI偏高且主力资金净流出，追高风险较大。当前市场涨跌比不佳，整体环境偏弱，不宜直接执行。建议等待回调至MA5附近确认支撑后再考虑低吸，属于可跟踪但非首选标的。


ts_code: 300346.SZ
name: 南大光电
sector: 半导体
signal: HOLD
reasons: ["缩量回踩MA10支撑（量能收缩至71%）", "主力资金大幅流入14011万元", "所属主线主题【半导体】"]
scan_session: codex_empty_pool_fallback
created_at: 2026-05-29 09:38:44.950848
strategy: pullback_rotation
entry_signal_type: pullback
risk_note: 回踩型可能继续下探支撑，注意止损纪律
action_plan: 观察
trigger_condition: 回踩支撑成立且不跌破关键价位，参考价 57.17附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
invalidation_condition: 跌破止损 56.03；收盘跌回参考价 56.03 下方；冲高接近目标 60.03 后量能衰减
lifecycle_status: tracking
data_freshness: K线数据日期 20260528；盘中价格优先使用腾讯实时行情
entry_timing: 盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓
recall_tags: ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"]
focus_points: []
decision_trace:
  {"version": 1, "headline": "观察: 半导体内主线主题成分，回踩线索，综合分60", "action_plan": "观察", "final_score": 60.4, "route_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "evidence": ["匹配主线主题 半导体", "召回来源: sector_recall / top_theme_member / hot_theme_core", "主力净流入 14011 万，占比 2.6%", "板块涨停扩散 3 家", "入场信号 pullback，信号分 56"], "score_breakdown": [{"key": "catalyst", "label": "新闻催化", "score": 0, "weight": 0.25}, {"key": "theme_money", "label": "主题资金", "score": 59.7, "weight": 0.28}, {"key": "stock_money", "label": "个股资金", "score": 60.5, "weight": 0.2}, {"key": "emotion_role", "label": "情绪角色", "score": 80.0, "weight": 0.12}, {"key": "timing", "label": "入场时机", "score": 63.4, "weight": 0.15}], "aux_scores": {"flow_momentum": 67.4, "supply_demand": 40, "price_action": 37, "trend": 100, "capital": 70, "position": 91.0, "valuation": 4.0}, "context": {"market_temperature": 50.6, "sector_stage": "early", "sector_limit_up": 3, "theme_matched": true, "theme_name": "半导体", "position_hint": "actionable_pullback"}, "catalyst": {"score": 0, "reasons": []}, "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "position_adjustment": {"multiplier": 1.06, "hint": "actionable_pullback", "notes": ["回踩型买点且位置安全，优先级上调"]}, "risk_tags": [], "llm_adjustment": null}


# sector_heat

sector_code: 881145.TI
sector_name: 电力
trade_date: 20260421
created_at: 2026-04-22 01:15:08
stage: mid
pct_trend: [0.79, 2.51, -1.58, 0.16, 1.78, 0.43, -0.48, 0.87, 0.02, 1.6, 1.55]
leading_stocks:
  [{"ts_code": "600032.SH", "name": "浙江新能", "pct_chg": 10.03, "amount": 1203710.0}, {"ts_code": "000690.SZ", "name": "宝新能源", "pct_chg": 10.02, "amount": 1222208.0}, {"ts_code": "600396.SH", "name": "华电辽能", "pct_chg": 10.01, "amount": 2300007.0}, {"ts_code": "600979.SH", "name": "广安爱众", "pct_chg": 9.92, "amount": 0, "limit_times": 2}, {"ts_code": "000539.SZ", "name": "粤电力Ａ", "pct_chg": 9.98, "amount": 0, "limit_times": 1}]


sector_code: 881172.TI
sector_name: 电子化学品
trade_date: 20260421
created_at: 2026-04-22 01:15:08
stage: late
pct_trend: [2.56, 5.84, 0.53, 0.55, 1.06, 2.14, -1.02, 2.17, 2.06, 1.19, 2.93]
leading_stocks:
  [{"ts_code": "688020.SH", "name": "方邦股份", "pct_chg": 20.0, "amount": 985938.0}, {"ts_code": "688268.SH", "name": "华特气体", "pct_chg": 20.0, "amount": 1584954.0}, {"ts_code": "688548.SH", "name": "广钢气体", "pct_chg": 12.25, "amount": 1384661.0}, {"ts_code": "603115.SH", "name": "海星股份", "pct_chg": 10.01, "amount": 0, "limit_times": 1}]


sector_code: 881270.TI
sector_name: 元件
trade_date: 20260421
created_at: 2026-04-22 01:15:08
stage: late
pct_trend: [1.47, 6.74, 0.19, 1.04, 2.53, 3.12, -1.15, 1.78, 2.58, 0.2, 1.71]
leading_stocks:
  [{"ts_code": "301458.SZ", "name": "钧崴电子", "pct_chg": 11.97, "amount": 1012925.0}, {"ts_code": "603738.SH", "name": "泰晶科技", "pct_chg": 9.99, "amount": 1606145.0}, {"ts_code": "002384.SZ", "name": "东山精密", "pct_chg": 7.9, "amount": 15834798.0}]


sector_code: 881281.TI
sector_name: 电池
trade_date: 20260421
created_at: 2026-04-22 01:15:08
stage: early
pct_trend: [2.19, 3.58, -0.28, 3.86, 1.25, 3.01, -2.05, 2.64, 2.03, -0.42, 1.11]
leading_stocks:
  [{"ts_code": "301511.SZ", "name": "德福科技", "pct_chg": 15.04, "amount": 3217999.0}, {"ts_code": "688707.SH", "name": "振华新材", "pct_chg": 11.89, "amount": 811809.0}, {"ts_code": "000049.SZ", "name": "德赛电池", "pct_chg": 7.24, "amount": 928488.0}]


sector_code: 881105.TI
sector_name: 煤炭开采加工
trade_date: 20260421
created_at: 2026-04-22 01:15:08
stage: early
pct_trend: [2.66, -0.68, -0.96, 0.01, 0.98, -0.93, -0.55, 0.83, -1.46, 0.41, 1.87]
leading_stocks:
  [{"ts_code": "000552.SZ", "name": "甘肃能化", "pct_chg": 9.06, "amount": 683833.0}, {"ts_code": "600348.SH", "name": "华阳股份", "pct_chg": 4.75, "amount": 837694.0}, {"ts_code": "600188.SH", "name": "兖矿能源", "pct_chg": 4.05, "amount": 1225313.0}]


sector_code: baijiu_consumer
sector_name: 白酒消费
trade_date: 20260423
created_at: 2026-04-24 01:07:15
stage: early
pct_trend: [-2.07, 0.41, -0.4, 0.78, -0.05, 0.01, -1.24, 0.5, -0.2, -0.04, 2.84]
board_type: theme
theme_id: baijiu_consumer
theme_name: 白酒消费
theme_aliases: ["白酒消费"]
leading_stocks:
  [{"ts_code": "603198.SH", "name": "迎驾贡酒", "pct_chg": 10.01, "amount": 661652.0}, {"ts_code": "600559.SH", "name": "老白干酒", "pct_chg": 6.05, "amount": 523305.0}, {"ts_code": "000596.SZ", "name": "古井贡酒", "pct_chg": 4.7, "amount": 705859.0}]


sector_code: coal_energy
sector_name: 煤炭能源
trade_date: 20260423
created_at: 2026-04-24 01:07:15
stage: mid
pct_trend: [-0.96, 0.01, 0.98, -0.93, -0.55, 0.83, -1.46, 0.41, 1.87, 0.18, 2.49]
board_type: theme
theme_id: coal_energy
theme_name: 煤炭能源
theme_aliases: ["煤炭能源"]
leading_stocks:
  [{"ts_code": "600726.SH", "name": "华电能源", "pct_chg": 10.02, "amount": 1791720.0}, {"ts_code": "601101.SH", "name": "昊华能源", "pct_chg": 9.99, "amount": 527598.0}, {"ts_code": "600546.SH", "name": "山煤国际", "pct_chg": 5.04, "amount": 594754.0}]


sector_code: chemical_materials
sector_name: 化工材料
trade_date: 20260424
created_at: 2026-04-24 03:22:17
stage: intraday
pct_trend: []
board_type: theme
theme_id: chemical_materials
theme_name: 化工材料
theme_aliases: ["化工材料", "磷化工", "氟化工概念", "化工原料"]
leading_stocks:
  [{"ts_code": "688633", "name": "星球石墨", "pct_chg": 1.0, "amount": 0}, {"ts_code": "688268", "name": "华特气体", "pct_chg": 1.0, "amount": 0}, {"ts_code": "002407", "name": "多氟多", "pct_chg": 0.0, "amount": 0}]


sector_code: semiconductor
sector_name: 半导体
trade_date: 20260529
created_at: 2026-05-29 01:51:56
stage: early
pct_trend: [-0.7, 0.04, 0.94, 2.85, 3.14, -6.05, 2.92, 4.52, -2.76, -1.28, 2.24]
board_type: theme
theme_id: semiconductor
theme_name: 半导体
theme_aliases: ["半导体"]
leading_stocks:
  [{"ts_code": "688172.SH", "name": "燕东微", "pct_chg": 20.0, "amount": 2656090.0}, {"ts_code": "688347.SH", "name": "华虹公司", "pct_chg": 15.79, "amount": 10546803.0}, {"ts_code": "688783.SH", "name": "西安奕材", "pct_chg": 12.88, "amount": 2034227.0}, {"ts_code": "600206.SH", "name": "有研新材", "pct_chg": 9.99, "amount": 0, "limit_times": 1}, {"ts_code": "600360.SH", "name": "华微电子", "pct_chg": 10.04, "amount": 0, "limit_times": 1}]


sector_code: nonferrous_metals
sector_name: 有色金属
trade_date: 20260529
created_at: 2026-05-29 01:51:56
stage: early
pct_trend: [-4.42, -2.19, 0.56, -2.03, 0.55, -1.94, 3.02, -0.26, 1.34, -2.81, 2.73]
board_type: theme
theme_id: nonferrous_metals
theme_name: 有色金属
theme_aliases: ["有色金属"]
leading_stocks:
  [{"ts_code": "600459.SH", "name": "贵研铂业", "pct_chg": 10.02, "amount": 1193444.0}, {"ts_code": "002428.SZ", "name": "云南锗业", "pct_chg": 10.0, "amount": 7780544.0}, {"ts_code": "601958.SH", "name": "金钼股份", "pct_chg": 10.0, "amount": 3296406.0}]


# stock_diagnoses

ts_code: 000626.SZ
name: 远大控股
created_at: 2026-04-22 01:45:41
diagnosis_mode: entry
diagnosis:
  ## 当前结论
  - 结论: 观察
  - 一句话判断: 趋势评分极高但位置已不低，且缺乏板块支撑和资金持续流入，触发条件苛刻。
  - 适配模式: 只观察，或等待明确的趋势跟随信号。

  ## 核心逻辑
  - 市场环境: 当前市场风格偏向业绩与主线，商贸代理非当前主流板块。
  - 板块位置: 商贸代理板块为观察线，缺乏板块效应。
  - 个股角色: 独立逻辑（技术驱动），非板块核心，更非市场龙头。

  ## 执行动作
  - 触发条件: 1. 带量（量比>1.5）有效突破并站稳压力位8.99元；2. 出现缩量回踩关键支撑位（如8.25元）且不破。
  - 失效条件: 1. 股价跌破止损位8.46元；2. 连续3日无法站上20日均线。
  - 仓位建议: 低（若触发，建议不超过总仓位的5%）。
  - 适合谁: 仅适合对技术突破信号极其敏感、纪律严苛的趋势交易者进行小仓位试错，不适合稳健型投资者。

  ## 风险清单
  - 风险1: **板块拖累风险**：个股独立走强，但所属板块弱势，缺乏板块助攻，上涨持续性存疑。
  - 风险2: **高位滞涨风险**：位置安全评分仅70，距60日高点仅-1.33%，已接近阶段高位，追高风险较大。
  - 风险3: **资金背离风险**：近期主力资金呈净流出状态，与股价上涨趋势背离，需警惕拉高出货可能。

  ## 复盘问题
  - 如果后续走势不符合预期，优先检查哪两个问题
      1. **板块是否持续走弱**：检查商贸代理板块指数是否破位下行，确认是否为板块系统性风险。
      2. **量价关系是否健康**：检查突破或回踩时是否持续放量，无量上涨是否为诱多陷阱。


ts_code: 000626.SZ
name: 远大控股
created_at: 2026-04-22 01:53:25
diagnosis_mode: holding
diagnosis:
  ## 当前结论
  - 结论: **观察**
  - 一句话判断: 趋势评分高但位置安全分一般，且主力资金近期流出，当前处于压力位附近，持仓逻辑面临考验，需等待更明确的信号。
  - 适配模式: 更适合**趋势跟随**或**分歧回流**，当前处于压力位，不适合启动试错。

  ## 核心逻辑
  - 市场环境: 数据滞后，无法判断当前大盘环境。需结合当日市场是否支持中小盘或商贸板块。
  - 板块位置: 商贸代理板块非近期市场主线，多为观察线或轮动线。
  - 个股角色: 独立逻辑（技术趋势驱动），非板块核心。

  ## 执行动作
  - 触发条件: 1. 放量有效突破压力位8.99元；2. 缩量回踩关键支撑8.25-8.46区域且企稳。
  - 失效条件: 1. 收盘价跌破止损位8.46元；2. 趋势评分因跌破关键均线而大幅下滑。
  - 仓位建议: **低** (若触发条件，建议不超过总仓位的10%)
  - 适合谁: 适合**低吸等待**的稳健型交易者，不适合激进追高。

  ## 风险清单
  - 风险1: **板块弱势风险**：所属商贸代理板块缺乏主线地位，个股独立上涨持续性存疑。
  - 风险2: **技术性回调风险**：股价接近压力位且近期涨幅较大，存在技术性回调至支撑位的可能。
  - 风险3: **资金背离风险**：趋势评分高与近期主力资金净流出形成背离，上涨动能可能不足。

  ## 复盘问题
  - 如果后续走势不符合预期，优先检查哪两个问题
      1. **板块是否持续拖累**：检查商贸代理板块指数是否走弱，压制个股表现。
      2. **量价关系是否健康**：检查上涨是否持续放量，下跌是否缩量，确认资金真实意图。


ts_code: 688020.SH
name: 方邦股份
created_at: 2026-04-22 02:32:58
diagnosis_mode: entry
diagnosis:
  ## 当前结论
  - 结论: **观察**
  - 一句话判断: 技术趋势评分高但位置安全评分极低，短期涨幅巨大，追高风险显著。
  - 适配模式: 仅适合观察，等待缩量回踩或趋势确认后的分歧回流机会。

  ## 核心逻辑
  - 市场环境: 当前市场偏好成长与科技，但需警惕高位股波动加剧。
  - 板块位置: 元器件板块为科技主线之一，但内部轮动快，需精选个股。
  - 个股角色: 近期强势跟风或独立逻辑品种，非板块绝对龙头。

  ## 执行动作
  - 触发条件: 1. 股价有效缩量回踩至支撑位（如106.64附近）且企稳；2. 放量突破当前压力位112.25并站稳，形成新的趋势结构。
  - 失效条件: 1. 股价放量跌破止损位106.64；2. 高位滞涨，连续3日无法突破112.25压力。
  - 仓位建议: **0%** (建仓前诊断结论为观察，不建议开仓)
  - 适合谁: 不适合参与。激进投资者也需等待明确的回调或突破信号。

  ## 风险清单
  - 风险1: **高位追高风险**：位置安全评分仅5分，近10日涨幅近40%，距60日高点为0%，已处于绝对高位。
  - 风险2: **技术背离风险**：趋势评分虽高，但多项辅助信号（如均线多头、MACD金叉）未确认，存在量价或指标背离可能。
  - 风险3: **业绩风险**：PE为负值，基本面无法支撑当前高估值，上涨主要依赖情绪和资金驱动，波动性大。

  ## 复盘问题
  - 如果后续走势不符合预期，优先检查哪两个问题
      1. **是否忽略了“位置安全”的极端预警？** 在5分的安全评分下，任何买入行为本质上都是高风险追高。
      2. **是否将“辅助信号”误读为趋势确认？** 趋势评分高但辅助信号弱，需警惕趋势的可持续性。


ts_code: 688020.SH
name: 方邦股份
created_at: 2026-04-22 02:33:00
diagnosis_mode: entry
diagnosis:
  ## 当前结论
  - 结论: **观察**
  - 一句话判断: 趋势评分高但位置安全评分极低，短期涨幅巨大且已突破压力位，追高风险显著。
  - 适配模式: 仅适合观察，等待缩量回踩确认或趋势延续后的分歧机会。

  ## 核心逻辑
  - 市场环境: 当前市场对科技成长类（如元器件）有一定偏好，但需警惕高位股波动加剧。
  - 板块位置: 元器件板块为次主线或轮动板块，非绝对核心主线，板块内部分化。
  - 个股角色: 独立逻辑或板块跟风，非板块龙头。近期强势源于自身技术突破和资金推动。

  ## 执行动作
  - 触发条件: 1. 股价有效站稳112.25元压力位（现价已突破，需观察3日确认有效性）并缩量回踩不破；2. 或出现新的、健康的缩量整理平台（如回踩MA5/MA10）。
  - 失效条件: 1. 股价放量跌破106.64元止损位；2. 连续两日收盘价无法站稳112.25元。
  - 仓位建议: **0%** (建仓前诊断结论为观察，暂不建议开仓)。
  - 适合谁: 不适合当前参与。激进投资者也需等待明确的二次买点。

  ## 风险清单
  - 风险1: **高位追高风险**：位置安全评分仅5分，近10日涨幅近40%，已触及60日高点，短期获利盘巨大，极易引发回调。
  - 风险2: **技术背离风险**：股价强势突破，但MACD未金叉、RSI不健康，可能存在技术指标背离，上涨持续性存疑。
  - 风险3: **流动性及基本面风险**：PE为负值，基本面亏损；流通市值全流通，后续若无持续强逻辑支撑，高位承接力可能不足。

  ## 复盘问题
  - 如果后续走势不符合预期，优先检查哪两个问题
      1. **是否误判了“突破”的有效性？** 检查本次放量突破是否为假突破或诱多，量能是否持续。
      2. **是否忽略了整体市场风险偏好下降？** 检查同板块其他个股是否出现集体退潮，市场风格是否从高位题材股切换。


# error_logs

source: tushare
level: error
created_at: 2026-04-23 21:29:13.349592
message:
  Tushare 请求最终失败: HTTPConnectionPool(host='api.waditu.com', port=80): Max retries exceeded with url: /dataapi/trade_cal (Caused by NameResolutionError("HTTPConnection(host='api.waditu.com', port=80): Failed to resolve 'api.waditu.com' ([Errno 8] nodename nor servname provided, or not known)"))


source: tushare
level: error
created_at: 2026-04-23 21:29:13.349276
message:
  Tushare 请求最终失败: HTTPConnectionPool(host='api.waditu.com', port=80): Max retries exceeded with url: /dataapi/daily (Caused by NameResolutionError("HTTPConnection(host='api.waditu.com', port=80): Failed to resolve 'api.waditu.com' ([Errno 8] nodename nor servname provided, or not known)"))


source: tushare
level: error
created_at: 2026-04-23 21:29:23.657586
message:
  Tushare 请求最终失败: HTTPConnectionPool(host='api.waditu.com', port=80): Max retries exceeded with url: /dataapi/moneyflow_ind_ths (Caused by NameResolutionError("HTTPConnection(host='api.waditu.com', port=80): Failed to resolve 'api.waditu.com' ([Errno 8] nodename nor servname provided, or not known)"))


source: tushare
level: error
created_at: 2026-04-23 21:29:23.656716
message:
  Tushare 请求最终失败: HTTPConnectionPool(host='api.waditu.com', port=80): Max retries exceeded with url: /dataapi/stock_basic (Caused by NameResolutionError("HTTPConnection(host='api.waditu.com', port=80): Failed to resolve 'api.waditu.com' ([Errno 8] nodename nor servname provided, or not known)"))


source: lifespan
level: critical
created_at: 2026-04-24 08:41:26.597819
message:
  应用生命周期异常: (sqlite3.OperationalError) no such column: users.email
  [SQL: SELECT users.id, users.username, users.email, users.password_hash, users.role, users.is_active, users.invite_code_used, users.created_at, users.updated_at 
  FROM users 
  WHERE users.role = ?]
  [parameters: ('admin',)]
  (Background on this error at: https://sqlalche.me/e/20/e3q8)

detail:
  Traceback (most recent call last):
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1967, in _exec_single_context
      self.dialect.do_execute(
      ~~~~~~~~~~~~~~~~~~~~~~~^
          cursor, str_statement, effective_parameters, context
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/default.py", line 941, in do_execute
      cursor.execute(statement, parameters)
      ~~~~~~~~~~~~~~^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 147, in execute
      self._adapt_connection._handle_exception(error)
      ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 298, in _handle_exception
      raise error
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 129, in execute
      self.await_(_cursor.execute(operation, parameters))
      ~~~~~~~~~~~^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 132, in await_only
      return current.parent.switch(awaitable)  # type: ignore[no-any-return,attr-defined] # noqa: E501
             ~~~~~~~~~~~~~~~~~~~~~^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 196, in greenlet_spawn
      value = await result
              ^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/cursor.py", line 48, in execute
      await self._execute(self._cursor.execute, sql, parameters)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/cursor.py", line 40, in _execute
      return await self._conn._execute(fn, *args, **kwargs)
             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/core.py", line 132, in _execute
      return await future
             ^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/core.py", line 115, in run
      result = function()
  sqlite3.OperationalError: no such column: users.email

  The above exception was the direct cause of the following exception:

  Traceback (most recent call last):
    File "/Users/aaron/source_code/astock-agent/backend/app/main.py", line 55, in lifespan
      await ensure_admin_exists()
    File "/Users/aaron/source_code/astock-agent/backend/app/main.py", line 32, in ensure_admin_exists
      result = await db.execute(
               ^^^^^^^^^^^^^^^^^
          select(users_table).where(users_table.c.role == "admin")
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/ext/asyncio/session.py", line 461, in execute
      result = await greenlet_spawn(
               ^^^^^^^^^^^^^^^^^^^^^
      ...<6 lines>...
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 201, in greenlet_spawn
      result = context.throw(*sys.exc_info())
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/orm/session.py", line 2362, in execute
      return self._execute_internal(
             ~~~~~~~~~~~~~~~~~~~~~~^
          statement,
          ^^^^^^^^^^
      ...<4 lines>...
          _add_event=_add_event,
          ^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/orm/session.py", line 2256, in _execute_internal
      result = conn.execute(
          statement, params or {}, execution_options=execution_options
      )
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1418, in execute
      return meth(
          self,
          distilled_parameters,
          execution_options or NO_OPTIONS,
      )
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/sql/elements.py", line 515, in _execute_on_connection
      return connection._execute_clauseelement(
             ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~^
          self, distilled_params, execution_options
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1640, in _execute_clauseelement
      ret = self._execute_context(
          dialect,
      ...<8 lines>...
          cache_hit=cache_hit,
      )
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1846, in _execute_context
      return self._exec_single_context(
             ~~~~~~~~~~~~~~~~~~~~~~~~~^
          dialect, context, statement, parameters
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1986, in _exec_single_context
      self._handle_dbapi_exception(
      ~~~~~~~~~~~~~~~~~~~~~~~~~~~~^
          e, str_statement, effective_parameters, cursor, context
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 2355, in _handle_dbapi_exception
      raise sqlalchemy_exception.with_traceback(exc_info[2]) from e
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1967, in _exec_single_context
      self.dialect.do_execute(
      ~~~~~~~~~~~~~~~~~~~~~~~^
          cursor, str_statement, effective_parameters, context
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/default.py", line 941, in do_execute
      cursor.execute(statement, parameters)
      ~~~~~~~~~~~~~~^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 147, in execute
      self._adapt_connection._handle_exception(error)
      ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 298, in _handle_exception
      raise error
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 129, in execute
      self.await_(_cursor.execute(operation, parameters))
      ~~~~~~~~~~~^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 132, in await_only
      return current.parent.switch(awaitable)  # type: ignore[no-any-return,attr-defined] # noqa: E501
             ~~~~~~~~~~~~~~~~~~~~~^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 196, in greenlet_spawn
      value = await result
              ^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/cursor.py", line 48, in execute
      await self._execute(self._cursor.execute, sql, parameters)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/cursor.py", line 40, in _execute
      return await self._conn._execute(fn, *args, **kwargs)
             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/core.py", line 132, in _execute
      return await future
             ^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/core.py", line 115, in run
      result = function()
  sqlalchemy.exc.OperationalError: (sqlite3.OperationalError) no such column: users.email
  [SQL: SELECT users.id, users.username, users.email, users.password_hash, users.role, users.is_active, users.invite_code_used, users.created_at, users.updated_at 
  FROM users 
  WHERE users.role = ?]
  [parameters: ('admin',)]
  (Background on this error at: https://sqlalche.me/e/20/e3q8)


source: asgi
level: error
created_at: 2026-04-24 08:57:37.763361
message:
  未处理的接口异常: (sqlite3.OperationalError) near "AND": syntax error
  [SQL: SELECT COUNT(*) FROM error_logs WHERE  AND created_at >= ?]
  [parameters: ('2026-04-17',)]
  (Background on this error at: https://sqlalche.me/e/20/e3q8)

detail:
  Traceback (most recent call last):
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1967, in _exec_single_context
      self.dialect.do_execute(
      ~~~~~~~~~~~~~~~~~~~~~~~^
          cursor, str_statement, effective_parameters, context
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/default.py", line 941, in do_execute
      cursor.execute(statement, parameters)
      ~~~~~~~~~~~~~~^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 147, in execute
      self._adapt_connection._handle_exception(error)
      ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 298, in _handle_exception
      raise error
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 129, in execute
      self.await_(_cursor.execute(operation, parameters))
      ~~~~~~~~~~~^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 132, in await_only
      return current.parent.switch(awaitable)  # type: ignore[no-any-return,attr-defined] # noqa: E501
             ~~~~~~~~~~~~~~~~~~~~~^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 196, in greenlet_spawn
      value = await result
              ^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/cursor.py", line 48, in execute
      await self._execute(self._cursor.execute, sql, parameters)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/cursor.py", line 40, in _execute
      return await self._conn._execute(fn, *args, **kwargs)
             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/core.py", line 132, in _execute
      return await future
             ^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/core.py", line 115, in run
      result = function()
  sqlite3.OperationalError: near "AND": syntax error

  The above exception was the direct cause of the following exception:

  Traceback (most recent call last):
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/middleware/errors.py", line 165, in __call__
      await self.app(scope, receive, _send)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/middleware/cors.py", line 85, in __call__
      await self.app(scope, receive, send)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/middleware/exceptions.py", line 62, in __call__
      await wrap_app_handling_exceptions(self.app, conn)(scope, receive, send)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/_exception_handler.py", line 53, in wrapped_app
      raise exc
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/_exception_handler.py", line 42, in wrapped_app
      await app(scope, receive, sender)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/routing.py", line 715, in __call__
      await self.middleware_stack(scope, receive, send)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/routing.py", line 735, in app
      await route.handle(scope, receive, send)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/routing.py", line 288, in handle
      await self.app(scope, receive, send)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/routing.py", line 76, in app
      await wrap_app_handling_exceptions(app, request)(scope, receive, send)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/_exception_handler.py", line 53, in wrapped_app
      raise exc
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/_exception_handler.py", line 42, in wrapped_app
      await app(scope, receive, sender)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/starlette/routing.py", line 73, in app
      response = await f(request)
                 ^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/fastapi/routing.py", line 301, in app
      raw_response = await run_endpoint_function(
                     ^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      ...<3 lines>...
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/fastapi/routing.py", line 212, in run_endpoint_function
      return await dependant.call(**values)
             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/app/api/debug.py", line 39, in get_errors
      count_result = await db.execute(
                     ^^^^^^^^^^^^^^^^^
          text(f"SELECT COUNT(*) FROM error_logs WHERE {where}"), params
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/ext/asyncio/session.py", line 461, in execute
      result = await greenlet_spawn(
               ^^^^^^^^^^^^^^^^^^^^^
      ...<6 lines>...
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 201, in greenlet_spawn
      result = context.throw(*sys.exc_info())
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/orm/session.py", line 2362, in execute
      return self._execute_internal(
             ~~~~~~~~~~~~~~~~~~~~~~^
          statement,
          ^^^^^^^^^^
      ...<4 lines>...
          _add_event=_add_event,
          ^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/orm/session.py", line 2256, in _execute_internal
      result = conn.execute(
          statement, params or {}, execution_options=execution_options
      )
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1418, in execute
      return meth(
          self,
          distilled_parameters,
          execution_options or NO_OPTIONS,
      )
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/sql/elements.py", line 515, in _execute_on_connection
      return connection._execute_clauseelement(
             ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~^
          self, distilled_params, execution_options
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1640, in _execute_clauseelement
      ret = self._execute_context(
          dialect,
      ...<8 lines>...
          cache_hit=cache_hit,
      )
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1846, in _execute_context
      return self._exec_single_context(
             ~~~~~~~~~~~~~~~~~~~~~~~~~^
          dialect, context, statement, parameters
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1986, in _exec_single_context
      self._handle_dbapi_exception(
      ~~~~~~~~~~~~~~~~~~~~~~~~~~~~^
          e, str_statement, effective_parameters, cursor, context
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 2355, in _handle_dbapi_exception
      raise sqlalchemy_exception.with_traceback(exc_info[2]) from e
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/base.py", line 1967, in _exec_single_context
      self.dialect.do_execute(
      ~~~~~~~~~~~~~~~~~~~~~~~^
          cursor, str_statement, effective_parameters, context
          ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
      )
      ^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/engine/default.py", line 941, in do_execute
      cursor.execute(statement, parameters)
      ~~~~~~~~~~~~~~^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 147, in execute
      self._adapt_connection._handle_exception(error)
      ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 298, in _handle_exception
      raise error
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/dialects/sqlite/aiosqlite.py", line 129, in execute
      self.await_(_cursor.execute(operation, parameters))
      ~~~~~~~~~~~^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 132, in await_only
      return current.parent.switch(awaitable)  # type: ignore[no-any-return,attr-defined] # noqa: E501
             ~~~~~~~~~~~~~~~~~~~~~^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/sqlalchemy/util/_concurrency_py3k.py", line 196, in greenlet_spawn
      value = await result
              ^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/cursor.py", line 48, in execute
      await self._execute(self._cursor.execute, sql, parameters)
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/cursor.py", line 40, in _execute
      return await self._conn._execute(fn, *args, **kwargs)
             ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/core.py", line 132, in _execute
      return await future
             ^^^^^^^^^^^^
    File "/Users/aaron/source_code/astock-agent/backend/venv/lib/python3.13/site-packages/aiosqlite/core.py", line 115, in run
      result = function()
  sqlalchemy.exc.OperationalError: (sqlite3.OperationalError) near "AND": syntax error
  [SQL: SELECT COUNT(*) FROM error_logs WHERE  AND created_at >= ?]
  [parameters: ('2026-04-17',)]
  (Background on this error at: https://sqlalche.me/e/20/e3q8)


# watchlist_analyses

ts_code: 000690.SZ
name: 宝新能源
conclusion: 重点关注
advice: 等待开盘9:30-10:00期间观察量能是否持续放大，若确认放量启动，可在5.32元附近分批关注。
trigger_condition: 早盘放量确认启动，且股价不跌破关键价位5.21元。
risk_note: 启动型整理可能延长，需注意时间成本；市场情绪一般，注意控制仓位。若跌破4.89元止损，或收盘价跌回5.21元下方，则走势失效。
summary: 放量启动迹象初现，等待早盘量能确认。
analysis_mode: manual
created_at: 2026-04-22 01:36:15
full_analysis:
  ```json
  {
      "conclusion": "重点关注",
      "advice": "等待开盘9:30-10:00期间观察量能是否持续放大，若确认放量启动，可在5.32元附近分批关注。",
      "trigger_condition": "早盘放量确认启动，且股价不跌破关键价位5.21元。",
      "risk_note": "启动型整理可能延长，需注意时间成本；市场情绪一般，注意控制仓位。若跌破4.89元止损，或收盘价跌回5.21元下方，则走势失效。",
      "summary": "放量启动迹象初现，等待早盘量能确认。"
  }
  ```


ts_code: 000690.SZ
name: 宝新能源
conclusion: 重点关注
advice: 等待开盘9:30-10:00期间观察量能是否持续放大，若确认放量启动，可在5.32元附近分批关注或进场。
trigger_condition: 早盘放量确认启动，且股价不跌破关键价位5.21元。
risk_note: 启动型整理可能延长，需注意时间成本；市场情绪一般，注意控制仓位。若股价跌破4.89元止损，或收盘价跌回5.21元下方，或冲高至5.75元附近后量能衰减，则视为失效。
summary: 放量启动迹象初现，需紧盯早盘量能确认。
analysis_mode: manual
created_at: 2026-04-22 01:36:31
full_analysis:
  ```json
  {
      "conclusion": "重点关注",
      "advice": "等待开盘9:30-10:00期间观察量能是否持续放大，若确认放量启动，可在5.32元附近分批关注或进场。",
      "trigger_condition": "早盘放量确认启动，且股价不跌破关键价位5.21元。",
      "risk_note": "启动型整理可能延长，需注意时间成本；市场情绪一般，注意控制仓位。若股价跌破4.89元止损，或收盘价跌回5.21元下方，或冲高至5.75元附近后量能衰减，则视为失效。",
      "summary": "放量启动迹象初现，需紧盯早盘量能确认。"
  }
  ```


ts_code: 600179.SH
name: 安通控股
conclusion: 观察
advice: 等待量比回落至正常水平（如1.0附近）并观察换手率是否同步放大，以确认当前放量是短暂异动还是趋势启动信号。同时，关注股价能否有效突破并站稳在持仓成本4.569元上方。
trigger_condition: 1. 量比回落且换手率显著放大（例如>1%），伴随股价上涨。2. 股价放量突破并站稳4.57元成本线。
summary: 技术面矛盾，量价背离明显，需等待更明确的量价配合信号。
analysis_mode: manual
created_at: 2026-04-22 01:50:47
risk_note:
  当前量比高达2.74但换手率极低（0.24%），属于无量空涨/跌的异常状态，价格波动参考价值低，需警惕流动性不足导致的股价操纵或闪崩风险。趋势强度高但辅助信号弱（1/7），表明上涨动能可能单一且脆弱。

full_analysis:
  ```json
  {
    "conclusion": "观察",
    "advice": "等待量比回落至正常水平（如1.0附近）并观察换手率是否同步放大，以确认当前放量是短暂异动还是趋势启动信号。同时，关注股价能否有效突破并站稳在持仓成本4.569元上方。",
    "trigger_condition": "1. 量比回落且换手率显著放大（例如>1%），伴随股价上涨。2. 股价放量突破并站稳4.57元成本线。",
    "risk_note": "当前量比高达2.74但换手率极低（0.24%），属于无量空涨/跌的异常状态，价格波动参考价值低，需警惕流动性不足导致的股价操纵或闪崩风险。趋势强度高但辅助信号弱（1/7），表明上涨动能可能单一且脆弱。",
    "summary": "技术面矛盾，量价背离明显，需等待更明确的量价配合信号。"
  }
  ```


ts_code: 000690.SZ
name: 宝新能源
conclusion: 重点关注
advice: 等待早盘（9:30-10:00）出现放量确认信号，若信号出现且股价不跌破5.33元关键价位，可考虑分批进场。
trigger_condition: 1. 缩量整理后启动成立。2. 股价不跌破5.33元附近关键价位。3. 早盘出现放量确认信号。
risk_note: 1. 启动型整理可能延长，需注意时间成本。2. 若股价跌破4.9元止损位，或收盘价跌回5.22元下方，则形态失效。3. 若冲高接近目标价5.76元后出现量能衰减，需注意获利了结风险。
summary: 股价接近成本线，技术面转强，等待放量启动信号确认。
analysis_mode: manual
created_at: 2026-04-22 01:54:18
full_analysis:
  ```json
  {
      "conclusion": "重点关注",
      "advice": "等待早盘（9:30-10:00）出现放量确认信号，若信号出现且股价不跌破5.33元关键价位，可考虑分批进场。",
      "trigger_condition": "1. 缩量整理后启动成立。2. 股价不跌破5.33元附近关键价位。3. 早盘出现放量确认信号。",
      "risk_note": "1. 启动型整理可能延长，需注意时间成本。2. 若股价跌破4.9元止损位，或收盘价跌回5.22元下方，则形态失效。3. 若冲高接近目标价5.76元后出现量能衰减，需注意获利了结风险。",
      "summary": "股价接近成本线，技术面转强，等待放量启动信号确认。"
  }
  ```


ts_code: 600179.SH
name: 安通控股
conclusion: 观察
advice: 等待股价有效突破并站稳4.569元成本线，同时关注量比能否持续放大以确认趋势强度。
trigger_condition: 股价放量突破4.569元，或趋势强度指标出现明显回落。
risk_note: 当前股价略低于持仓成本，且辅助信号较弱（1/7），短期可能继续震荡。
summary: 股价略低于成本，技术面趋势强但信号弱，需观察突破。
analysis_mode: manual
created_at: 2026-04-22 01:54:23
full_analysis:
  ```json
  {
    "conclusion": "观察",
    "advice": "等待股价有效突破并站稳4.569元成本线，同时关注量比能否持续放大以确认趋势强度。",
    "trigger_condition": "股价放量突破4.569元，或趋势强度指标出现明显回落。",
    "risk_note": "当前股价略低于持仓成本，且辅助信号较弱（1/7），短期可能继续震荡。",
    "summary": "股价略低于成本，技术面趋势强但信号弱，需观察突破。"
  }
  ```


ts_code: 000690.SZ
name: 宝新能源
conclusion: 观察
advice: 等待股价回调至MA20（约5.10元）附近企稳并伴随量能温和放大时，可考虑轻仓试多；若股价放量跌破5.00元或MACD金叉失败拐头向下，则需止损离场。
trigger_condition: 股价回调至MA20（约5.10元）附近企稳并伴随量能温和放大时，可考虑轻仓试多；失效条件为股价放量跌破5.00元整数关口，或MACD金叉失败重新拐头向下。
risk_note: 最大风险在于短期涨幅已大，面临获利盘回吐压力，且板块缺乏强力催化，容易陷入横盘或回调。
summary: 短期涨幅较大，建议观望等待回调机会。
analysis_mode: manual
created_at: 2026-04-23 15:12:37
full_analysis:
  {
    "conclusion": "观察",
    "advice": "等待股价回调至MA20（约5.10元）附近企稳并伴随量能温和放大时，可考虑轻仓试多；若股价放量跌破5.00元或MACD金叉失败拐头向下，则需止损离场。",
    "trigger_condition": "股价回调至MA20（约5.10元）附近企稳并伴随量能温和放大时，可考虑轻仓试多；失效条件为股价放量跌破5.00元整数关口，或MACD金叉失败重新拐头向下。",
    "risk_note": "最大风险在于短期涨幅已大，面临获利盘回吐压力，且板块缺乏强力催化，容易陷入横盘或回调。",
    "summary": "短期涨幅较大，建议观望等待回调机会。"
  }


# scan_process_logs

scan_session: codex_lifecycle_position
scan_mode: realtime_today
stage: market_temperature
stage_label: 市场温度
status: ok
summary: 市场温度 51.9，上涨2412家，下跌1889家
created_at: 2026-05-29 09:19:51.791008
detail_json:
  {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "limit_down_count": 0, "intraday": true}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
stage: theme_selection
stage_label: 主线主题
status: ok
summary: 从 3 个主题中保留 3 条主线
created_at: 2026-05-29 09:20:07.153005
detail_json:
  {"themes": [{"name": "机器人装备", "heat_score": 0.0, "pct_change": 0.0, "capital_inflow": 0.0, "limit_up_count": 0, "stage": "intraday", "catalyst_score": 0, "catalyst_count": 0}, {"name": "化工材料", "heat_score": 0.0, "pct_change": 0.0, "capital_inflow": 0.0, "limit_up_count": 0, "stage": "intraday", "catalyst_score": 0, "catalyst_count": 0}, {"name": "白酒消费", "heat_score": 0.0, "pct_change": 0.0, "capital_inflow": 0.0, "limit_up_count": 0, "stage": "intraday", "catalyst_score": 0, "catalyst_count": 0}]}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
stage: strategy_profile
stage_label: 策略参数
status: ok
summary: 回踩轮动: 买入线 63.0，保留线 60.0
created_at: 2026-05-29 09:20:07.158970
detail_json:
  {"strategy_id": "pullback_rotation", "name": "回踩轮动", "description": "市场震荡分化，优先做回踩支撑和板块轮动中的低吸确认。", "entry_signal_priority": ["pullback", "breakout_confirm", "launch", "breakout", "reversal"], "score_weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "min_score": 60.0, "buy_threshold": 63.0, "max_position_pct": 20.0, "allow_trading": true, "actionable_limit": 2, "watch_limit": 5, "target_focus_sectors": 2, "market_stance": "轮动低吸", "decision_note": "先等回踩承接和板块回流，再决定是否出手。", "notes": ["降低追高仓位", "更看重位置安全和回踩承接"], "feedback_applied": true, "feedback_notes": ["策略配置版本 v1 (default_seed) 已生效", "初始化默认策略配置"], "generated_by": "config:v1"}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
stage: candidate_recall
stage_label: 候选召回
status: ok
summary: 多路召回合并后进入规则评分 29 只
created_at: 2026-05-29 09:20:53.439955
detail_json:
  {"route_counts": {"sector_recall": 23, "trend_scan": 6, "intraday_active": 0, "realtime_market": 0}, "raw_total": 29, "merged_count": 29, "pool_limit": 90, "output_count": 29, "deduplicated_count": 0, "top_candidates": [{"ts_code": "600779.SH", "name": "水井坊", "sector": "白酒消费", "recall_score": 82.0, "recall_tags": ["moneyflow_support", "top_theme_member", "volume_active", "hot_theme_core", "sector_recall"]}, {"ts_code": "600702.SH", "name": "舍得酒业", "sector": "白酒消费", "recall_score": 82.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"]}, {"ts_code": "688290.SH", "name": "景业智能", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"]}, {"ts_code": "688090.SH", "name": "瑞松科技", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"]}, {"ts_code": "603666.SH", "name": "亿嘉和", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"]}, {"ts_code": "688218.SH", "name": "江苏北人", "sector": "机器人装备", "recall_score": 76.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "603416.SH", "name": "信捷电气", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "002979.SZ", "name": "雷赛智能", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "688165.SH", "name": "埃夫特-U", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "300024.SZ", "name": "机器人", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}]}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
stage: rule_scoring
stage_label: 规则评分
status: ok
summary: 完成 29 只规则评分，生成 29 个交易计划
created_at: 2026-05-29 09:21:00.422414
detail_json:
  {"input_count": 29, "analyzed_count": 29, "output_count": 29, "skipped_counts": {"missing_code": 0, "kline_empty": 0, "stale_kline": 0, "exception": 0}, "signal_counts": {"breakout": 1, "breakout_confirm": 4, "pullback": 4, "launch": 1, "reversal": 0, "none": 19}, "action_counts_before_final_filter": {"可操作": 0, "重点关注": 0, "观察": 29}, "score_top": [{"ts_code": "001267.SZ", "name": "汇绿生态", "sector": "通信设备", "score": 28.3, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "000519.SZ", "name": "中兵红箭", "sector": "专用机械", "score": 25.9, "action_plan": "观察", "entry_signal_type": "breakout"}, {"ts_code": "002491.SZ", "name": "通鼎互联", "sector": "通信设备", "score": 25.4, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "600779.SH", "name": "水井坊", "sector": "白酒消费", "score": 23.5, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "688090.SH", "name": "瑞松科技", "sector": "机器人装备", "score": 22.5, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "688290.SH", "name": "景业智能", "sector": "机器人装备", "score": 22.1, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "score": 20.4, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "000969.SZ", "name": "安泰科技", "sector": "小金属", "score": 19.9, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "688218.SH", "name": "江苏北人", "sector": "机器人装备", "score": 17.6, "action_plan": "观察", "entry_signal_type": "launch"}, {"ts_code": "603666.SH", "name": "亿嘉和", "sector": "机器人装备", "score": 16.9, "action_plan": "观察", "entry_signal_type": "none"}]}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
stage: final_filter
stage_label: 最终作战池
status: empty
summary: 主线与分数过滤后保留 0 只，最终作战池 0 只
created_at: 2026-05-29 09:21:00.437510
detail_json:
  {"before_final_filter": 29, "after_theme_score_filter": 0, "final_count": 0, "action_counts": {"可操作": 0, "重点关注": 0, "观察": 0}, "elimination_reasons": {"低于保留线60": 29, "仅观察档": 29, "非主线候选": 6}, "top": []}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
stage: market_temperature
stage_label: 市场温度
status: ok
summary: 市场温度 55.7，上涨2676家，下跌1999家
created_at: 2026-05-29 09:25:41.633505
detail_json:
  {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "limit_down_count": 0, "intraday": true}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
stage: theme_selection
stage_label: 主线主题
status: ok
summary: 从 2 个主题中保留 2 条主线
created_at: 2026-05-29 09:25:57.404456
detail_json:
  {"themes": [{"name": "有色金属", "heat_score": 33.6, "pct_change": 2.63, "capital_inflow": 0.0, "limit_up_count": 0, "stage": "mid", "catalyst_score": 0, "catalyst_count": 0}, {"name": "机器人装备", "heat_score": 6.8, "pct_change": 0.4, "capital_inflow": 0.0, "limit_up_count": 0, "stage": "mid", "catalyst_score": 0, "catalyst_count": 0}]}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
stage: candidate_recall
stage_label: 候选召回
status: ok
summary: 多路召回合并后进入规则评分 18 只
created_at: 2026-05-29 09:27:11.195343
detail_json:
  {"route_counts": {"sector_recall": 12, "trend_scan": 6, "intraday_active": 0, "realtime_market": 0}, "raw_total": 18, "merged_count": 18, "pool_limit": 90, "output_count": 18, "deduplicated_count": 0, "top_candidates": [{"ts_code": "688290.SH", "name": "景业智能", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "688090.SH", "name": "瑞松科技", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "603666.SH", "name": "亿嘉和", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "688218.SH", "name": "江苏北人", "sector": "机器人装备", "recall_score": 76.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "603416.SH", "name": "信捷电气", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "002979.SZ", "name": "雷赛智能", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "688165.SH", "name": "埃夫特-U", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "300024.SZ", "name": "机器人", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "300276.SZ", "name": "三丰智能", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}, {"ts_code": "300607.SZ", "name": "拓斯达", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"]}]}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
stage: rule_scoring
stage_label: 规则评分
status: ok
summary: 完成 18 只规则评分，生成 18 个交易计划
created_at: 2026-05-29 09:27:25.144666
detail_json:
  {"input_count": 18, "analyzed_count": 18, "output_count": 18, "skipped_counts": {"missing_code": 0, "kline_empty": 0, "stale_kline": 0, "exception": 0}, "signal_counts": {"breakout": 1, "breakout_confirm": 3, "pullback": 4, "launch": 1, "reversal": 0, "none": 9}, "action_counts_before_final_filter": {"可操作": 0, "重点关注": 0, "观察": 18}, "score_top": [{"ts_code": "000969.SZ", "name": "安泰科技", "sector": "小金属", "score": 33.0, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "688090.SH", "name": "瑞松科技", "sector": "机器人装备", "score": 32.6, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "688290.SH", "name": "景业智能", "sector": "机器人装备", "score": 32.2, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "000519.SZ", "name": "中兵红箭", "sector": "专用机械", "score": 31.7, "action_plan": "观察", "entry_signal_type": "breakout"}, {"ts_code": "001267.SZ", "name": "汇绿生态", "sector": "通信设备", "score": 28.3, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "002491.SZ", "name": "通鼎互联", "sector": "通信设备", "score": 25.4, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "603666.SH", "name": "亿嘉和", "sector": "机器人装备", "score": 24.6, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "688218.SH", "name": "江苏北人", "sector": "机器人装备", "score": 24.5, "action_plan": "观察", "entry_signal_type": "launch"}, {"ts_code": "603416.SH", "name": "信捷电气", "sector": "机器人装备", "score": 21.0, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "002979.SZ", "name": "雷赛智能", "sector": "机器人装备", "score": 20.8, "action_plan": "观察", "entry_signal_type": "none"}]}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
stage: final_filter
stage_label: 最终作战池
status: empty
summary: 主线与分数过滤后保留 0 只，最终作战池 0 只
created_at: 2026-05-29 09:27:25.156000
detail_json:
  {"before_final_filter": 18, "after_theme_score_filter": 0, "final_count": 0, "action_counts": {"可操作": 0, "重点关注": 0, "观察": 0}, "elimination_reasons": {"低于保留线60": 18, "仅观察档": 18, "非主线候选": 6}, "top": []}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
stage: market_temperature
stage_label: 市场温度
status: ok
summary: 市场温度 56.0，上涨2664家，下跌1962家
created_at: 2026-05-29 09:28:59.772095
detail_json:
  {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "limit_down_count": 0, "intraday": true}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
stage: candidate_recall
stage_label: 候选召回
status: ok
summary: 多路召回合并后进入规则评分 18 只
created_at: 2026-05-29 09:30:01.677936
detail_json:
  {"route_counts": {"sector_recall": 12, "trend_scan": 6, "intraday_active": 0, "realtime_market": 0}, "raw_total": 18, "merged_count": 18, "pool_limit": 90, "output_count": 18, "deduplicated_count": 0, "top_candidates": [{"ts_code": "688290.SH", "name": "景业智能", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["sector_recall", "moneyflow_support", "top_theme_member", "hot_theme_core"]}, {"ts_code": "688090.SH", "name": "瑞松科技", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["sector_recall", "moneyflow_support", "top_theme_member", "hot_theme_core"]}, {"ts_code": "603666.SH", "name": "亿嘉和", "sector": "机器人装备", "recall_score": 80.0, "recall_tags": ["sector_recall", "moneyflow_support", "top_theme_member", "hot_theme_core"]}, {"ts_code": "688218.SH", "name": "江苏北人", "sector": "机器人装备", "recall_score": 76.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"]}, {"ts_code": "603416.SH", "name": "信捷电气", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"]}, {"ts_code": "002979.SZ", "name": "雷赛智能", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"]}, {"ts_code": "688165.SH", "name": "埃夫特-U", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"]}, {"ts_code": "300024.SZ", "name": "机器人", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"]}, {"ts_code": "300276.SZ", "name": "三丰智能", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"]}, {"ts_code": "300607.SZ", "name": "拓斯达", "sector": "机器人装备", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"]}]}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
stage: market_temperature
stage_label: 市场温度
status: ok
summary: 市场温度 52.1，上涨2810家，下跌2379家
created_at: 2026-05-29 09:31:20.253302
detail_json:
  {"temperature": 52.1, "up_count": 2810, "down_count": 2379, "limit_up_count": 0, "limit_down_count": 0, "intraday": true}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
stage: theme_selection
stage_label: 主线主题
status: ok
summary: 从 1 个主题中保留 1 条主线
created_at: 2026-05-29 09:31:35.950591
detail_json:
  {"themes": [{"name": "有色金属", "heat_score": 27.2, "pct_change": 2.1, "capital_inflow": 0.0, "limit_up_count": 0, "stage": "mid", "catalyst_score": 0, "catalyst_count": 0}]}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
stage: candidate_recall
stage_label: 候选召回
status: ok
summary: 多路召回合并后进入规则评分 7 只
created_at: 2026-05-29 09:32:26.257398
detail_json:
  {"route_counts": {"sector_recall": 1, "trend_scan": 6, "intraday_active": 0, "realtime_market": 0}, "raw_total": 7, "merged_count": 7, "pool_limit": 90, "output_count": 7, "deduplicated_count": 0, "top_candidates": [{"ts_code": "002237.SZ", "name": "恒邦股份", "sector": "有色金属", "recall_score": 74.0, "recall_tags": ["top_theme_member", "sector_recall", "theme_leader", "hot_theme_core"]}, {"ts_code": "000519.SZ", "name": "中兵红箭", "sector": "专用机械", "recall_score": 9.1, "recall_tags": ["trend_scan"]}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "recall_score": 8.9, "recall_tags": ["trend_scan"]}, {"ts_code": "000969.SZ", "name": "安泰科技", "sector": "小金属", "recall_score": 8.6, "recall_tags": ["trend_scan"]}, {"ts_code": "001267.SZ", "name": "汇绿生态", "sector": "通信设备", "recall_score": 5.4, "recall_tags": ["trend_scan"]}, {"ts_code": "002044.SZ", "name": "美年健康", "sector": "医疗保健", "recall_score": 5.4, "recall_tags": ["trend_scan"]}, {"ts_code": "002491.SZ", "name": "通鼎互联", "sector": "通信设备", "recall_score": 5.2, "recall_tags": ["trend_scan"]}]}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
stage: rule_scoring
stage_label: 规则评分
status: ok
summary: 完成 7 只规则评分，生成 7 个交易计划
created_at: 2026-05-29 09:32:26.532890
detail_json:
  {"input_count": 7, "analyzed_count": 7, "output_count": 7, "skipped_counts": {"missing_code": 0, "kline_empty": 0, "stale_kline": 0, "exception": 0}, "signal_counts": {"breakout": 1, "breakout_confirm": 2, "pullback": 3, "launch": 0, "reversal": 0, "none": 1}, "action_counts_before_final_filter": {"可操作": 0, "重点关注": 0, "观察": 7}, "score_top": [{"ts_code": "000969.SZ", "name": "安泰科技", "sector": "小金属", "score": 32.3, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "002044.SZ", "name": "美年健康", "sector": "医疗保健", "score": 29.3, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "001267.SZ", "name": "汇绿生态", "sector": "通信设备", "score": 28.3, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "002491.SZ", "name": "通鼎互联", "sector": "通信设备", "score": 25.4, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "000519.SZ", "name": "中兵红箭", "sector": "专用机械", "score": 21.1, "action_plan": "观察", "entry_signal_type": "breakout"}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "score": 20.4, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "002237.SZ", "name": "恒邦股份", "sector": "有色金属", "score": 16.9, "action_plan": "观察", "entry_signal_type": "none"}]}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
stage: final_filter
stage_label: 最终作战池
status: empty
summary: 主线与分数过滤后保留 0 只，最终作战池 0 只
created_at: 2026-05-29 09:32:26.541448
detail_json:
  {"before_final_filter": 7, "after_theme_score_filter": 0, "final_count": 0, "action_counts": {"可操作": 0, "重点关注": 0, "观察": 0}, "elimination_reasons": {"低于保留线60": 7, "仅观察档": 7, "非主线候选": 6}, "top": []}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
stage: market_temperature
stage_label: 市场温度
status: ok
summary: 市场温度 74.0，上涨3018家，下跌2365家
created_at: 2026-05-29 09:33:56.463834
detail_json:
  {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "limit_down_count": 8, "intraday": true}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
stage: theme_selection
stage_label: 主线主题
status: ok
summary: 从 6 个主题中保留 5 条主线
created_at: 2026-05-29 09:34:16.895021
detail_json:
  {"themes": [{"name": "半导体", "heat_score": 69.4, "pct_change": 2.24, "capital_inflow": 940000.0, "limit_up_count": 3, "stage": "early", "catalyst_score": 0, "catalyst_count": 0}, {"name": "煤炭能源", "heat_score": 62.2, "pct_change": 1.95, "capital_inflow": 90000.0, "limit_up_count": 2, "stage": "early", "catalyst_score": 0, "catalyst_count": 0}, {"name": "有色金属", "heat_score": 61.6, "pct_change": 1.46, "capital_inflow": 450000.0, "limit_up_count": 3, "stage": "early", "catalyst_score": 0, "catalyst_count": 0}, {"name": "电力能源", "heat_score": 72.5, "pct_change": 1.88, "capital_inflow": 40000.0, "limit_up_count": 7, "stage": "mid", "catalyst_score": 0, "catalyst_count": 0}, {"name": "机器人装备", "heat_score": 40.0, "pct_change": 1.15, "capital_inflow": 120000.0, "limit_up_count": 2, "stage": "mid", "catalyst_score": 0, "catalyst_count": 0}]}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
stage: strategy_profile
stage_label: 策略参数
status: ok
summary: 主线突破: 买入线 66.0，保留线 62.0
created_at: 2026-05-29 09:34:16.903126
detail_json:
  {"strategy_id": "breakout_attack", "name": "主线突破", "description": "市场偏强，优先寻找主线板块内的突破和突破确认。", "entry_signal_priority": ["breakout", "breakout_confirm", "launch", "pullback", "reversal"], "score_weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "min_score": 62.0, "buy_threshold": 66.0, "max_position_pct": 30.0, "allow_trading": true, "actionable_limit": 3, "watch_limit": 4, "target_focus_sectors": 2, "market_stance": "主线进攻", "decision_note": "只处理最强主线前排，不扩散到跟风和后排。", "notes": ["优先做主线早中期板块", "放量突破优先于回踩低吸"], "feedback_applied": true, "feedback_notes": ["策略配置版本 v1 (default_seed) 已生效", "初始化默认策略配置"], "generated_by": "config:v1"}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
stage: candidate_recall
stage_label: 候选召回
status: ok
summary: 多路召回合并后进入规则评分 90 只
created_at: 2026-05-29 09:34:50.211467
detail_json:
  {"route_counts": {"sector_recall": 90, "trend_scan": 6, "intraday_active": 3, "realtime_market": 30}, "raw_total": 129, "merged_count": 123, "pool_limit": 90, "output_count": 90, "deduplicated_count": 6, "top_candidates": [{"ts_code": "600206.SH", "name": "有研新材", "sector": "半导体", "recall_score": 102.0, "recall_tags": ["hot_theme_core", "top_theme_member", "volume_active", "sector_recall", "moneyflow_support", "theme_leader"]}, {"ts_code": "600360.SH", "name": "华微电子", "sector": "实时活跃", "recall_score": 100, "recall_tags": ["intraday_active", "hot_theme_core", "realtime_active", "top_theme_member", "sector_recall", "realtime_market", "moneyflow_support", "theme_leader"]}, {"ts_code": "688783.SH", "name": "西安奕材-U", "sector": "实时活跃", "recall_score": 100, "recall_tags": ["intraday_active", "hot_theme_core", "realtime_active", "top_theme_member", "volume_active", "sector_recall", "realtime_market", "moneyflow_support", "theme_leader"]}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "recall_score": 89.8, "recall_tags": ["hot_theme_core", "top_theme_member", "volume_active", "sector_recall", "trend_scan", "moneyflow_support"]}, {"ts_code": "688416.SH", "name": "恒烁股份", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"]}, {"ts_code": "600520.SH", "name": "三佳科技", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "top_theme_member", "volume_active", "sector_recall", "moneyflow_support"]}, {"ts_code": "300046.SZ", "name": "台基股份", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "top_theme_member", "volume_active", "sector_recall", "moneyflow_support"]}, {"ts_code": "688261.SH", "name": "东微半导", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"]}, {"ts_code": "600171.SH", "name": "上海贝岭", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"]}, {"ts_code": "688798.SH", "name": "艾为电子", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"]}]}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
stage: rule_scoring
stage_label: 规则评分
status: ok
summary: 完成 90 只规则评分，生成 90 个交易计划
created_at: 2026-05-29 09:35:18.117757
detail_json:
  {"input_count": 90, "analyzed_count": 90, "output_count": 90, "skipped_counts": {"missing_code": 0, "kline_empty": 0, "stale_kline": 0, "exception": 0}, "signal_counts": {"breakout": 1, "breakout_confirm": 7, "pullback": 27, "launch": 1, "reversal": 0, "none": 54}, "action_counts_before_final_filter": {"可操作": 0, "重点关注": 0, "观察": 90}, "score_top": [{"ts_code": "600206.SH", "name": "有研新材", "sector": "半导体", "score": 54.0, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "300046.SZ", "name": "台基股份", "sector": "半导体", "score": 52.2, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "300623.SZ", "name": "捷捷微电", "sector": "半导体", "score": 50.0, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "300346.SZ", "name": "南大光电", "sector": "半导体", "score": 49.7, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "300655.SZ", "name": "晶瑞电材", "sector": "半导体", "score": 49.1, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "688416.SH", "name": "恒烁股份", "sector": "半导体", "score": 48.6, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "600171.SH", "name": "上海贝岭", "sector": "半导体", "score": 48.1, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "001270.SZ", "name": "铖昌科技", "sector": "半导体", "score": 46.5, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "score": 46.1, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "688798.SH", "name": "艾为电子", "sector": "半导体", "score": 45.0, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}]}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
stage: final_filter
stage_label: 最终作战池
status: empty
summary: 主线与分数过滤后保留 0 只，最终作战池 0 只
created_at: 2026-05-29 09:35:18.136624
detail_json:
  {"before_final_filter": 90, "after_theme_score_filter": 0, "final_count": 0, "action_counts": {"可操作": 0, "重点关注": 0, "观察": 0}, "elimination_reasons": {"低于保留线62": 90, "仅观察档": 90}, "top": []}


scan_session: morning_open
scan_mode: realtime_today
stage: market_temperature
stage_label: 市场温度
status: ok
summary: 市场温度 50.4，上涨2709家，下跌2536家
created_at: 2026-05-29 09:35:18.966890
detail_json:
  {"temperature": 50.4, "up_count": 2709, "down_count": 2536, "limit_up_count": 0, "limit_down_count": 0, "intraday": true}


scan_session: morning_open
scan_mode: realtime_today
stage: theme_selection
stage_label: 主线主题
status: ok
summary: 从 6 个主题中保留 5 条主线
created_at: 2026-05-29 09:35:38.922157
detail_json:
  {"themes": [{"name": "半导体", "heat_score": 69.4, "pct_change": 2.24, "capital_inflow": 940000.0, "limit_up_count": 3, "stage": "early", "catalyst_score": 0, "catalyst_count": 0}, {"name": "煤炭能源", "heat_score": 62.2, "pct_change": 1.95, "capital_inflow": 90000.0, "limit_up_count": 2, "stage": "early", "catalyst_score": 0, "catalyst_count": 0}, {"name": "有色金属", "heat_score": 61.6, "pct_change": 2.73, "capital_inflow": 450000.0, "limit_up_count": 3, "stage": "early", "catalyst_score": 0, "catalyst_count": 0}, {"name": "电力能源", "heat_score": 72.5, "pct_change": 1.88, "capital_inflow": 40000.0, "limit_up_count": 7, "stage": "mid", "catalyst_score": 0, "catalyst_count": 0}, {"name": "机器人装备", "heat_score": 40.0, "pct_change": 1.15, "capital_inflow": 120000.0, "limit_up_count": 2, "stage": "mid", "catalyst_score": 0, "catalyst_count": 0}]}


scan_session: morning_open
scan_mode: realtime_today
stage: candidate_recall
stage_label: 候选召回
status: ok
summary: 多路召回合并后进入规则评分 90 只
created_at: 2026-05-29 09:36:12.635909
detail_json:
  {"route_counts": {"sector_recall": 90, "trend_scan": 6, "intraday_active": 4, "realtime_market": 31}, "raw_total": 131, "merged_count": 124, "pool_limit": 90, "output_count": 90, "deduplicated_count": 7, "top_candidates": [{"ts_code": "600206.SH", "name": "有研新材", "sector": "半导体", "recall_score": 102.0, "recall_tags": ["moneyflow_support", "volume_active", "sector_recall", "top_theme_member", "hot_theme_core", "theme_leader"]}, {"ts_code": "600459.SH", "name": "贵研铂业", "sector": "有色金属", "recall_score": 102.0, "recall_tags": ["moneyflow_support", "volume_active", "sector_recall", "top_theme_member", "hot_theme_core", "theme_leader"]}, {"ts_code": "600360.SH", "name": "华微电子", "sector": "实时活跃", "recall_score": 100, "recall_tags": ["intraday_active", "moneyflow_support", "sector_recall", "top_theme_member", "realtime_market", "hot_theme_core", "theme_leader", "realtime_active"]}, {"ts_code": "688783.SH", "name": "西安奕材-U", "sector": "实时活跃", "recall_score": 100, "recall_tags": ["intraday_active", "moneyflow_support", "volume_active", "sector_recall", "top_theme_member", "realtime_market", "hot_theme_core", "theme_leader", "realtime_active"]}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "recall_score": 89.8, "recall_tags": ["moneyflow_support", "volume_active", "sector_recall", "top_theme_member", "hot_theme_core", "trend_scan"]}, {"ts_code": "688416.SH", "name": "恒烁股份", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "top_theme_member", "sector_recall", "moneyflow_support"]}, {"ts_code": "600520.SH", "name": "三佳科技", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "volume_active", "sector_recall", "top_theme_member", "hot_theme_core"]}, {"ts_code": "300046.SZ", "name": "台基股份", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "volume_active", "sector_recall", "top_theme_member", "hot_theme_core"]}, {"ts_code": "688261.SH", "name": "东微半导", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "top_theme_member", "sector_recall", "moneyflow_support"]}, {"ts_code": "600171.SH", "name": "上海贝岭", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "top_theme_member", "sector_recall", "moneyflow_support"]}]}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
stage: market_temperature
stage_label: 市场温度
status: ok
summary: 市场温度 50.6，上涨2698家，下跌2571家
created_at: 2026-05-29 09:37:25.506058
detail_json:
  {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "limit_down_count": 0, "intraday": true}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
stage: candidate_recall
stage_label: 候选召回
status: ok
summary: 多路召回合并后进入规则评分 90 只
created_at: 2026-05-29 09:38:17.966885
detail_json:
  {"route_counts": {"sector_recall": 90, "trend_scan": 6, "intraday_active": 6, "realtime_market": 32}, "raw_total": 134, "merged_count": 125, "pool_limit": 90, "output_count": 90, "deduplicated_count": 9, "top_candidates": [{"ts_code": "600206.SH", "name": "有研新材", "sector": "半导体", "recall_score": 102.0, "recall_tags": ["volume_active", "sector_recall", "hot_theme_core", "top_theme_member", "theme_leader", "moneyflow_support"]}, {"ts_code": "600459.SH", "name": "贵研铂业", "sector": "有色金属", "recall_score": 102.0, "recall_tags": ["volume_active", "sector_recall", "hot_theme_core", "top_theme_member", "theme_leader", "moneyflow_support"]}, {"ts_code": "600360.SH", "name": "华微电子", "sector": "实时活跃", "recall_score": 100, "recall_tags": ["sector_recall", "realtime_active", "intraday_active", "hot_theme_core", "top_theme_member", "theme_leader", "realtime_market", "moneyflow_support"]}, {"ts_code": "688783.SH", "name": "西安奕材-U", "sector": "实时活跃", "recall_score": 100, "recall_tags": ["volume_active", "sector_recall", "realtime_active", "intraday_active", "hot_theme_core", "top_theme_member", "theme_leader", "realtime_market", "moneyflow_support"]}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "recall_score": 89.8, "recall_tags": ["volume_active", "sector_recall", "trend_scan", "hot_theme_core", "top_theme_member", "moneyflow_support"]}, {"ts_code": "688416.SH", "name": "恒烁股份", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"]}, {"ts_code": "600520.SH", "name": "三佳科技", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["volume_active", "sector_recall", "hot_theme_core", "top_theme_member", "moneyflow_support"]}, {"ts_code": "300046.SZ", "name": "台基股份", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["volume_active", "sector_recall", "hot_theme_core", "top_theme_member", "moneyflow_support"]}, {"ts_code": "688261.SH", "name": "东微半导", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"]}, {"ts_code": "600171.SH", "name": "上海贝岭", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"]}]}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
stage: rule_scoring
stage_label: 规则评分
status: ok
summary: 完成 90 只规则评分，生成 90 个交易计划
created_at: 2026-05-29 09:38:44.926662
detail_json:
  {"input_count": 90, "analyzed_count": 90, "output_count": 90, "skipped_counts": {"missing_code": 0, "kline_empty": 0, "stale_kline": 0, "exception": 0}, "signal_counts": {"breakout": 2, "breakout_confirm": 7, "pullback": 27, "launch": 1, "reversal": 0, "none": 53}, "action_counts_before_final_filter": {"可操作": 0, "重点关注": 0, "观察": 90}, "score_top": [{"ts_code": "300346.SZ", "name": "南大光电", "sector": "半导体", "score": 60.4, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "300655.SZ", "name": "晶瑞电材", "sector": "半导体", "score": 59.7, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "300046.SZ", "name": "台基股份", "sector": "半导体", "score": 55.7, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "600206.SH", "name": "有研新材", "sector": "半导体", "score": 54.8, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "600171.SH", "name": "上海贝岭", "sector": "半导体", "score": 51.6, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "300623.SZ", "name": "捷捷微电", "sector": "半导体", "score": 51.3, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "002409.SZ", "name": "雅克科技", "sector": "半导体", "score": 50.5, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "688416.SH", "name": "恒烁股份", "sector": "半导体", "score": 50.0, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "688099.SH", "name": "晶晨股份", "sector": "半导体", "score": 50.0, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "688593.SH", "name": "新相微", "sector": "半导体", "score": 49.9, "action_plan": "观察", "entry_signal_type": "pullback"}]}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
stage: final_filter
stage_label: 最终作战池
status: ok
summary: 主线与分数过滤后保留 1 只，最终作战池 1 只
created_at: 2026-05-29 09:38:44.943687
detail_json:
  {"before_final_filter": 90, "after_theme_score_filter": 1, "final_count": 1, "action_counts": {"可操作": 0, "重点关注": 0, "观察": 1}, "elimination_reasons": {"低于保留线60": 89, "仅观察档": 89, "进入最终作战池": 1}, "top": [{"ts_code": "300346.SZ", "name": "南大光电", "score": 60.4, "action_plan": "观察", "entry_signal_type": "pullback"}]}


scan_session: morning_open
scan_mode: realtime_today
stage: market_temperature
stage_label: 市场温度
status: ok
summary: 市场温度 44.9，上涨2383家，下跌3004家
created_at: 2026-05-29 09:50:19.933404
detail_json:
  {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "limit_up_count": 0, "limit_down_count": 0, "intraday": true}


scan_session: morning_open
scan_mode: realtime_today
stage: strategy_profile
stage_label: 策略参数
status: ok
summary: 启动试错: 买入线 61.0，保留线 58.0
created_at: 2026-05-29 09:50:39.417760
detail_json:
  {"strategy_id": "launch_probe", "name": "启动试错", "description": "市场偏弱，适合少量观察启动型和反转型机会，不做强追涨。", "entry_signal_priority": ["launch", "reversal", "pullback", "breakout_confirm", "breakout"], "score_weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "min_score": 58.0, "buy_threshold": 61.0, "max_position_pct": 10.0, "allow_trading": true, "actionable_limit": 1, "watch_limit": 4, "target_focus_sectors": 1, "market_stance": "轻仓试错", "decision_note": "只有极少数启动确认标的值得小仓试错。", "notes": ["仅做小仓位试错", "突破型需要更强板块一致性才可介入"], "feedback_applied": true, "feedback_notes": ["策略配置版本 v1 (default_seed) 已生效", "初始化默认策略配置"], "generated_by": "config:v1"}


scan_session: morning_open
scan_mode: realtime_today
stage: candidate_recall
stage_label: 候选召回
status: ok
summary: 多路召回合并后进入规则评分 90 只
created_at: 2026-05-29 09:51:29.749143
detail_json:
  {"route_counts": {"sector_recall": 90, "trend_scan": 6, "intraday_active": 6, "realtime_market": 0}, "raw_total": 102, "merged_count": 96, "pool_limit": 90, "output_count": 90, "deduplicated_count": 6, "top_candidates": [{"ts_code": "600206.SH", "name": "有研新材", "sector": "半导体", "recall_score": 102.0, "recall_tags": ["sector_recall", "moneyflow_support", "theme_leader", "top_theme_member", "hot_theme_core", "volume_active"]}, {"ts_code": "600459.SH", "name": "贵研铂业", "sector": "有色金属", "recall_score": 102.0, "recall_tags": ["sector_recall", "moneyflow_support", "theme_leader", "top_theme_member", "hot_theme_core", "volume_active"]}, {"ts_code": "688783.SH", "name": "西安奕材-U", "sector": "半导体", "recall_score": 100, "recall_tags": ["sector_recall", "moneyflow_support", "theme_leader", "top_theme_member", "intraday_active", "hot_theme_core", "volume_active"]}, {"ts_code": "600360.SH", "name": "华微电子", "sector": "半导体", "recall_score": 96.4, "recall_tags": ["sector_recall", "moneyflow_support", "theme_leader", "top_theme_member", "intraday_active", "hot_theme_core"]}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "recall_score": 89.8, "recall_tags": ["sector_recall", "moneyflow_support", "trend_scan", "top_theme_member", "hot_theme_core", "volume_active"]}, {"ts_code": "688416.SH", "name": "恒烁股份", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"]}, {"ts_code": "600520.SH", "name": "三佳科技", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["sector_recall", "moneyflow_support", "top_theme_member", "hot_theme_core", "volume_active"]}, {"ts_code": "300046.SZ", "name": "台基股份", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["sector_recall", "moneyflow_support", "top_theme_member", "hot_theme_core", "volume_active"]}, {"ts_code": "688261.SH", "name": "东微半导", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"]}, {"ts_code": "600171.SH", "name": "上海贝岭", "sector": "半导体", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"]}]}


scan_session: morning_open
scan_mode: realtime_today
stage: rule_scoring
stage_label: 规则评分
status: ok
summary: 完成 90 只规则评分，生成 90 个交易计划
created_at: 2026-05-29 09:51:56.708970
detail_json:
  {"input_count": 90, "analyzed_count": 90, "output_count": 90, "skipped_counts": {"missing_code": 0, "kline_empty": 0, "stale_kline": 0, "exception": 0}, "signal_counts": {"breakout": 2, "breakout_confirm": 7, "pullback": 27, "launch": 1, "reversal": 0, "none": 53}, "action_counts_before_final_filter": {"可操作": 0, "重点关注": 0, "观察": 90}, "score_top": [{"ts_code": "600360.SH", "name": "华微电子", "sector": "半导体", "score": 47.8, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "300346.SZ", "name": "南大光电", "sector": "半导体", "score": 47.5, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "300655.SZ", "name": "晶瑞电材", "sector": "半导体", "score": 46.7, "action_plan": "观察", "entry_signal_type": "pullback"}, {"ts_code": "600206.SH", "name": "有研新材", "sector": "半导体", "score": 43.9, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "300623.SZ", "name": "捷捷微电", "sector": "半导体", "score": 42.5, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "688416.SH", "name": "恒烁股份", "sector": "半导体", "score": 41.5, "action_plan": "观察", "entry_signal_type": "none"}, {"ts_code": "300046.SZ", "name": "台基股份", "sector": "半导体", "score": 41.3, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "605358.SH", "name": "立昂微", "sector": "半导体", "score": 41.0, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "600171.SH", "name": "上海贝岭", "sector": "半导体", "score": 39.8, "action_plan": "观察", "entry_signal_type": "breakout_confirm"}, {"ts_code": "002409.SZ", "name": "雅克科技", "sector": "半导体", "score": 39.4, "action_plan": "观察", "entry_signal_type": "pullback"}]}


scan_session: morning_open
scan_mode: realtime_today
stage: final_filter
stage_label: 最终作战池
status: empty
summary: 主线与分数过滤后保留 0 只，最终作战池 0 只
created_at: 2026-05-29 09:51:56.734258
detail_json:
  {"before_final_filter": 90, "after_theme_score_filter": 0, "final_count": 0, "action_counts": {"可操作": 0, "重点关注": 0, "观察": 0}, "elimination_reasons": {"低于保留线58": 90, "仅观察档": 90}, "top": []}


# research_observations

scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 600779.SH
name: 水井坊
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 82.0, "recall_tags": ["moneyflow_support", "top_theme_member", "volume_active", "hot_theme_core", "sector_recall"], "main_net_inflow": 421.0500000000002, "inflow_ratio": 0.27625598054339084, "turnover_rate": 4.4332, "volume_ratio": 3.27, "circ_mv": 169.60236258}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 31.8, "emotion_role": 58.9, "timing": 55.2}, "flow_momentum": 45.7, "entry_signal_score": 51, "final_score": 23.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 33.6附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 30.91；收盘跌回参考价 32.93 下方；冲高接近目标 35.28 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 600702.SH
name: 舍得酒业
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 82.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"], "main_net_inflow": 207.45000000000118, "inflow_ratio": 0.18406121284139598, "turnover_rate": 3.9589, "volume_ratio": 1.45, "circ_mv": 140.36516694}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 27.8, "emotion_role": 58.9, "timing": 20.6}, "flow_momentum": 36.7, "entry_signal_score": 0, "final_score": 12.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 41.0附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 39.26；收盘跌回参考价 40.18 下方；冲高接近目标 43.05 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 688290.SH
name: 景业智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"], "main_net_inflow": 1162.3200000000002, "inflow_ratio": 3.5587147207866954, "turnover_rate": 2.3808, "volume_ratio": 0.9, "circ_mv": 69.87732643000001}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 16.8, "emotion_role": 62.0, "timing": 64.7}, "flow_momentum": 32.4, "entry_signal_score": 49, "final_score": 22.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 67.0附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 65.66；收盘跌回参考价 65.66 下方；冲高接近目标 70.35 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 688090.SH
name: 瑞松科技
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"], "main_net_inflow": 714.5000000000005, "inflow_ratio": 0.9922837956653661, "turnover_rate": 3.2921, "volume_ratio": 0.64, "circ_mv": 110.57358983}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 21.8, "emotion_role": 62.0, "timing": 60.4}, "flow_momentum": 32.4, "entry_signal_score": 58, "final_score": 22.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 92.17附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 88.27；收盘跌回参考价 90.33 下方；冲高接近目标 96.03 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 603666.SH
name: 亿嘉和
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"], "main_net_inflow": 90.15000000000032, "inflow_ratio": 0.2512256131409815, "turnover_rate": 2.8526, "volume_ratio": 0.73, "circ_mv": 63.26226328}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 16.8, "emotion_role": 62.0, "timing": 40.8}, "flow_momentum": 32.4, "entry_signal_score": 0, "final_score": 16.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 30.51附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 28.07；收盘跌回参考价 29.9 下方；冲高接近目标 32.04 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 688218.SH
name: 江苏北人
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: launch
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -3588.679999999999, "inflow_ratio": -3.926527453075781, "turnover_rate": 8.524, "volume_ratio": 1.42, "circ_mv": 54.07949943}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 14.0, "emotion_role": 60.2, "timing": 63.7}, "flow_momentum": 19.9, "entry_signal_score": 53, "final_score": 17.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "launch", "trigger_condition": "缩量整理后启动成立且不跌破关键价位，参考价 46.56附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能", "invalidation_condition": "跌破止损 42.84；收盘跌回参考价 45.63 下方；冲高接近目标 48.93 后量能衰减", "risk_note": "启动型整理可能延长，注意时间成本", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 603416.SH
name: 信捷电气
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -58.27000000000021, "inflow_ratio": -0.1031325243203027, "turnover_rate": 3.5802, "volume_ratio": 0.97, "circ_mv": 80.4696855}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 8.0, "emotion_role": 56.6, "timing": 32.9}, "flow_momentum": 11.8, "entry_signal_score": 0, "final_score": 13.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 57.99附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 53.35；收盘跌回参考价 56.83 下方；冲高接近目标 60.89 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 002979.SZ
name: 雷赛智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -2667.7899999999972, "inflow_ratio": -1.2139082979347453, "turnover_rate": 8.7442, "volume_ratio": 0.66, "circ_mv": 126.38102798999999}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 8.0, "emotion_role": 56.6, "timing": 31.5}, "flow_momentum": 14.8, "entry_signal_score": 0, "final_score": 13.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 57.1附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 52.53；收盘跌回参考价 55.96 下方；冲高接近目标 59.96 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 688165.SH
name: 埃夫特-U
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -3300.05, "inflow_ratio": -4.866642736911215, "turnover_rate": 3.2997, "volume_ratio": 0.62, "circ_mv": 103.103728}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 8.0, "emotion_role": 56.6, "timing": 43.6}, "flow_momentum": 11.8, "entry_signal_score": 0, "final_score": 13.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 19.77附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 18.19；收盘跌回参考价 19.37 下方；冲高接近目标 20.76 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 300024.SZ
name: 机器人
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -8687.61, "inflow_ratio": -5.074477195281577, "turnover_rate": 3.4686, "volume_ratio": 0.73, "circ_mv": 248.55212547}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 0, "emotion_role": 56.6, "timing": 42.5}, "flow_momentum": 5.8, "entry_signal_score": 0, "final_score": 11.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 15.71附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 14.45；收盘跌回参考价 15.4 下方；冲高接近目标 16.5 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 300276.SZ
name: 三丰智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -10114.869999999999, "inflow_ratio": -4.659418180210093, "turnover_rate": 11.8258, "volume_ratio": 0.8, "circ_mv": 92.92120496}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 0, "emotion_role": 56.6, "timing": 37.4}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 9.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "等待次日承接确认，板块前排不退潮且资金与量价信号延续后再分批；参考价 8.78附近关注", "invalidation_condition": "跌破止损 8.08；收盘跌回参考价 8.6 下方；冲高接近目标 9.22 后量能衰减", "risk_note": "10日累涨25.21%，警惕回调", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [{"label": "位置/买点折扣", "value": "-16%", "reason": "10日涨幅25.21%，需要承接确认"}], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 300607.SZ
name: 拓斯达
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -12480.54, "inflow_ratio": -7.887371688821767, "turnover_rate": 7.2468, "volume_ratio": 0.61, "circ_mv": 109.99104142}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 0, "emotion_role": 56.6, "timing": 34.6}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 10.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 32.59附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 29.98；收盘跌回参考价 31.94 下方；冲高接近目标 34.22 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 002747.SZ
name: 埃斯顿
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -28307.86, "inflow_ratio": -5.984337481434679, "turnover_rate": 10.7963, "volume_ratio": 0.77, "circ_mv": 221.57699065}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 0, "emotion_role": 56.6, "timing": 36.8}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 11.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 28.32附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 26.05；收盘跌回参考价 27.75 下方；冲高接近目标 29.74 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 603369.SH
name: 今世缘
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 66.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"], "main_net_inflow": 977.0300000000002, "inflow_ratio": 0.9295806701871037, "turnover_rate": 1.4287, "volume_ratio": 1.08, "circ_mv": 363.94093080000005}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 16.8, "emotion_role": 51.7, "timing": 31.2}, "flow_momentum": 26.6, "entry_signal_score": 0, "final_score": 14.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 28.93附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 26.62；收盘跌回参考价 28.35 下方；冲高接近目标 29.8 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 603589.SH
name: 口子窖
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 66.0, "recall_tags": ["moneyflow_support", "sector_recall", "hot_theme_core", "top_theme_member"], "main_net_inflow": 236.0800000000003, "inflow_ratio": 0.7124325945758202, "turnover_rate": 1.2837, "volume_ratio": 0.91, "circ_mv": 127.87794310999999}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 16.8, "emotion_role": 51.7, "timing": 20.6}, "flow_momentum": 26.6, "entry_signal_score": 0, "final_score": 10.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 21.42附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 20.6；收盘跌回参考价 20.99 下方；冲高接近目标 22.49 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 600199.SH
name: 金种子酒
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 62.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -45.23000000000013, "inflow_ratio": -0.06063531004712225, "turnover_rate": 6.5932, "volume_ratio": 1.11, "circ_mv": 55.18915353}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 8.0, "emotion_role": 49.9, "timing": 36.4}, "flow_momentum": 14.1, "entry_signal_score": 0, "final_score": 13.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 8.3附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 7.74；收盘跌回参考价 8.13 下方；冲高接近目标 8.72 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 600197.SH
name: 伊力特
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 62.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -151.93999999999994, "inflow_ratio": -0.4855324495709648, "turnover_rate": 2.5958, "volume_ratio": 1.14, "circ_mv": 60.329776419999995}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 3.0, "emotion_role": 49.9, "timing": 32.1}, "flow_momentum": 11.1, "entry_signal_score": 0, "final_score": 11.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 12.73附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 11.76；收盘跌回参考价 12.48 下方；冲高接近目标 13.13 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 603919.SH
name: 金徽酒
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 62.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -1511.6600000000005, "inflow_ratio": -1.714196226854139, "turnover_rate": 4.1709, "volume_ratio": 1.01, "circ_mv": 103.43031339}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 8.0, "emotion_role": 49.9, "timing": 39.0}, "flow_momentum": 14.1, "entry_signal_score": 0, "final_score": 13.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 20.19附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 18.57；收盘跌回参考价 19.79 下方；冲高接近目标 21.2 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 000799.SZ
name: 酒鬼酒
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 62.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -4851.419999999999, "inflow_ratio": -4.398669361309748, "turnover_rate": 4.0312, "volume_ratio": 1.09, "circ_mv": 135.09268403000002}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 8.0, "emotion_role": 49.9, "timing": 19.5}, "flow_momentum": 14.1, "entry_signal_score": 0, "final_score": 7.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 41.1附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 39.03；收盘跌回参考价 40.28 下方；冲高接近目标 43.16 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 002698.SZ
name: 博实股份
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 60.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -2478.6499999999996, "inflow_ratio": -6.8890560827225915, "turnover_rate": 1.6599, "volume_ratio": 0.77, "circ_mv": 108.72691300999999}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 0, "emotion_role": 53.0, "timing": 24.5}, "flow_momentum": 6.8, "entry_signal_score": 0, "final_score": 8.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 13.01附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 12.51；收盘跌回参考价 12.75 下方；冲高接近目标 13.66 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 000860.SZ
name: 顺鑫农业
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 54.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -649.21, "inflow_ratio": -3.1743912909970327, "turnover_rate": 1.2427, "volume_ratio": 0.82, "circ_mv": 81.74272219}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 3.0, "emotion_role": 46.3, "timing": 25.4}, "flow_momentum": 6.0, "entry_signal_score": 0, "final_score": 8.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 11.02附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 10.69；收盘跌回参考价 10.8 下方；冲高接近目标 11.57 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 600559.SH
name: 老白干酒
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 54.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -983.9500000000002, "inflow_ratio": -2.4367623094944455, "turnover_rate": 1.7535, "volume_ratio": 1.01, "circ_mv": 113.77963144}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 3.0, "emotion_role": 46.3, "timing": 23.4}, "flow_momentum": 6.0, "entry_signal_score": 0, "final_score": 7.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 12.5附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 12.12；收盘跌回参考价 12.25 下方；冲高接近目标 13.12 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 603198.SH
name: 迎驾贡酒
theme_name: 白酒消费
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "白酒消费", "matched": true, "stage": "intraday", "limit_up_count": 0, "heat_score": 0.0, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 54.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -1061.4100000000003, "inflow_ratio": -1.4040864165112872, "turnover_rate": 1.3257, "volume_ratio": 1.17, "circ_mv": 283.12}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 0, "stock_money": 3.0, "emotion_role": 46.3, "timing": 20.7}, "flow_momentum": 6.0, "entry_signal_score": 0, "final_score": 9.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 35.33附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 34.06；收盘跌回参考价 34.62 下方；冲高接近目标 37.1 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 000519.SZ
name: 中兵红箭
theme_name: 机器人装备
stock_role: 主线成分
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "主线成分", "recall_score": 9.1, "recall_tags": ["trend_scan"], "main_net_inflow": 33893.79000000001, "inflow_ratio": 7.21, "turnover_rate": 8.7239, "volume_ratio": 2.31, "circ_mv": 271.82751329}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 0, "stock_money": 88.0, "emotion_role": 25.1, "timing": 73.2}, "flow_momentum": 54.2, "entry_signal_score": 76, "final_score": 25.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout", "trigger_condition": "放量突破成立且不跌破关键价位，参考价 19.99附近分批关注；开盘观察是否站稳突破位，午后14:00确认不回落再进场", "invalidation_condition": "跌破止损 18.8；收盘跌回参考价 19.59 下方；冲高接近目标 21.36 后量能衰减", "risk_note": "突破型需警惕假突破，关注量能是否持续", "boosts": [{"label": "资金主线共振", "value": "+9%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 605358.SH
name: 立昂微
theme_name: 半导体
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 8.9, "recall_tags": ["trend_scan"], "main_net_inflow": 27292.350000000013, "inflow_ratio": 2.5, "turnover_rate": 13.9262, "volume_ratio": 1.57, "circ_mv": 396.71714792999995}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 70.5, "emotion_role": 0, "timing": 68.0}, "flow_momentum": 45.2, "entry_signal_score": 74, "final_score": 20.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 59.09附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 54.36；收盘跌回参考价 57.91 下方；冲高接近目标 60.86 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 300602.SZ
name: 飞荣达
theme_name: 元器件
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "元器件", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 8.6, "recall_tags": ["trend_scan"], "main_net_inflow": 30672.789999999994, "inflow_ratio": 5.94, "turnover_rate": 14.0537, "volume_ratio": 1.11, "circ_mv": 194.06422087}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 70.0, "emotion_role": 0, "timing": 62.7}, "flow_momentum": 44.1, "entry_signal_score": 72, "final_score": 11.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；突破确认重新放量确认，参考价 50.1附近小仓试错", "invalidation_condition": "跌破止损 46.09；收盘跌回参考价 49.1 下方；冲高接近目标 51.6 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落；近期涨幅较大(5日27.65%)，追高风险；10日累涨31.37%，警惕回调", "boosts": [{"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}, {"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅27.65%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 000969.SZ
name: 安泰科技
theme_name: 小金属
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "小金属", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 8.6, "recall_tags": ["trend_scan"], "main_net_inflow": 24893.670000000002, "inflow_ratio": 4.62, "turnover_rate": 10.154, "volume_ratio": 1.46, "circ_mv": 265.75248708000004}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 70.5, "emotion_role": 0, "timing": 62.7}, "flow_momentum": 51.1, "entry_signal_score": 72, "final_score": 19.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 25.35附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 23.32；收盘跌回参考价 24.84 下方；冲高接近目标 26.11 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 001267.SZ
name: 汇绿生态
theme_name: 通信设备
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "通信设备", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.4, "recall_tags": ["trend_scan"], "main_net_inflow": 41677.149999999994, "inflow_ratio": 6.69, "turnover_rate": 8.6035, "volume_ratio": 1.29, "circ_mv": 368.48099586999996}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 84.0, "emotion_role": 0, "timing": 51.3}, "flow_momentum": 50.7, "entry_signal_score": 45, "final_score": 28.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 62.0附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 59.88；收盘跌回参考价 60.76 下方；冲高接近目标 65.1 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_lifecycle_position
scan_mode: realtime_today
ts_code: 002491.SZ
name: 通鼎互联
theme_name: 通信设备
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:21:00.428608
detail_json:
  {"market": {"temperature": 51.9, "up_count": 2412, "down_count": 1889, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "通信设备", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.2, "recall_tags": ["trend_scan"], "main_net_inflow": 35607.80999999999, "inflow_ratio": 4.45, "turnover_rate": 15.3318, "volume_ratio": 1.32, "circ_mv": 271.99960298}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 65.5, "emotion_role": 0, "timing": 55.5}, "flow_momentum": 47.7, "entry_signal_score": 43, "final_score": 25.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 23.13附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 22.49；收盘跌回参考价 22.67 下方；冲高接近目标 24.29 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 688290.SH
name: 景业智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": 1162.3200000000002, "inflow_ratio": 3.5587147207866954, "turnover_rate": 2.3808, "volume_ratio": 0.9, "circ_mv": 69.87732643000001}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 16.8, "emotion_role": 63.0, "timing": 64.7}, "flow_momentum": 32.4, "entry_signal_score": 49, "final_score": 32.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 68.04附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 65.82；收盘跌回参考价 66.68 下方；冲高接近目标 71.44 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 688090.SH
name: 瑞松科技
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": 714.5000000000005, "inflow_ratio": 0.9922837956653661, "turnover_rate": 3.2921, "volume_ratio": 0.64, "circ_mv": 110.57358983}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 21.8, "emotion_role": 63.0, "timing": 60.4}, "flow_momentum": 32.4, "entry_signal_score": 58, "final_score": 32.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 91.36附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 88.27；收盘跌回参考价 89.53 下方；冲高接近目标 95.93 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 603666.SH
name: 亿嘉和
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": 90.15000000000032, "inflow_ratio": 0.2512256131409815, "turnover_rate": 2.8526, "volume_ratio": 0.73, "circ_mv": 63.26226328}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 16.8, "emotion_role": 63.0, "timing": 40.8}, "flow_momentum": 32.4, "entry_signal_score": 0, "final_score": 24.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 30.74附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 28.28；收盘跌回参考价 30.13 下方；冲高接近目标 32.28 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 688218.SH
name: 江苏北人
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: launch
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -3588.679999999999, "inflow_ratio": -3.926527453075781, "turnover_rate": 8.524, "volume_ratio": 1.42, "circ_mv": 54.07949943}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 14.0, "emotion_role": 61.2, "timing": 63.7}, "flow_momentum": 19.9, "entry_signal_score": 53, "final_score": 24.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "launch", "trigger_condition": "缩量整理后启动成立且不跌破关键价位，参考价 47.56附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能", "invalidation_condition": "跌破止损 43.76；收盘跌回参考价 46.61 下方；冲高接近目标 48.99 后量能衰减", "risk_note": "启动型整理可能延长，注意时间成本", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 603416.SH
name: 信捷电气
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -58.27000000000021, "inflow_ratio": -0.1031325243203027, "turnover_rate": 3.5802, "volume_ratio": 0.97, "circ_mv": 80.4696855}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 8.0, "emotion_role": 57.6, "timing": 32.9}, "flow_momentum": 11.8, "entry_signal_score": 0, "final_score": 21.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 57.74附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 53.12；收盘跌回参考价 56.59 下方；冲高接近目标 60.63 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 002979.SZ
name: 雷赛智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -2667.7899999999972, "inflow_ratio": -1.2139082979347453, "turnover_rate": 8.7442, "volume_ratio": 0.66, "circ_mv": 126.38102798999999}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 8.0, "emotion_role": 57.6, "timing": 31.5}, "flow_momentum": 14.8, "entry_signal_score": 0, "final_score": 20.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 57.01附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 52.45；收盘跌回参考价 55.87 下方；冲高接近目标 59.86 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 688165.SH
name: 埃夫特-U
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -3300.05, "inflow_ratio": -4.866642736911215, "turnover_rate": 3.2997, "volume_ratio": 0.62, "circ_mv": 103.103728}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 8.0, "emotion_role": 57.6, "timing": 43.6}, "flow_momentum": 11.8, "entry_signal_score": 0, "final_score": 20.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 19.87附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 18.28；收盘跌回参考价 19.47 下方；冲高接近目标 20.86 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 300024.SZ
name: 机器人
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -8687.61, "inflow_ratio": -5.074477195281577, "turnover_rate": 3.4686, "volume_ratio": 0.73, "circ_mv": 248.55212547}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 57.6, "timing": 42.5}, "flow_momentum": 5.8, "entry_signal_score": 0, "final_score": 18.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 15.71附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 14.45；收盘跌回参考价 15.4 下方；冲高接近目标 16.5 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 300276.SZ
name: 三丰智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -10114.869999999999, "inflow_ratio": -4.659418180210093, "turnover_rate": 11.8258, "volume_ratio": 0.8, "circ_mv": 92.92120496}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 57.6, "timing": 37.4}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 15.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "等待次日承接确认，板块前排不退潮且资金与量价信号延续后再分批；参考价 8.75附近关注", "invalidation_condition": "跌破止损 8.05；收盘跌回参考价 8.57 下方；冲高接近目标 9.19 后量能衰减", "risk_note": "10日累涨25.21%，警惕回调", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [{"label": "位置/买点折扣", "value": "-16%", "reason": "10日涨幅25.21%，需要承接确认"}], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 300607.SZ
name: 拓斯达
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -12480.54, "inflow_ratio": -7.887371688821767, "turnover_rate": 7.2468, "volume_ratio": 0.61, "circ_mv": 109.99104142}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 57.6, "timing": 34.6}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 17.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 32.5附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 29.9；收盘跌回参考价 31.85 下方；冲高接近目标 34.12 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 002747.SZ
name: 埃斯顿
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -28307.86, "inflow_ratio": -5.984337481434679, "turnover_rate": 10.7963, "volume_ratio": 0.77, "circ_mv": 221.57699065}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 57.6, "timing": 36.8}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 18.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 28.32附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 26.05；收盘跌回参考价 27.75 下方；冲高接近目标 29.74 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 002698.SZ
name: 博实股份
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 60.0, "recall_tags": ["top_theme_member", "sector_recall", "hot_theme_core"], "main_net_inflow": -2478.6499999999996, "inflow_ratio": -6.8890560827225915, "turnover_rate": 1.6599, "volume_ratio": 0.77, "circ_mv": 108.72691300999999}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 54.0, "timing": 24.5}, "flow_momentum": 6.8, "entry_signal_score": 0, "final_score": 14.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 12.97附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 12.51；收盘跌回参考价 12.71 下方；冲高接近目标 13.62 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 000519.SZ
name: 中兵红箭
theme_name: 机器人装备
stock_role: 主线成分
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "主线成分", "recall_score": 9.1, "recall_tags": ["trend_scan"], "main_net_inflow": 33893.79000000001, "inflow_ratio": 7.21, "turnover_rate": 8.7239, "volume_ratio": 2.31, "circ_mv": 271.82751329}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 26.9, "stock_money": 88.0, "emotion_role": 21.1, "timing": 73.2}, "flow_momentum": 54.2, "entry_signal_score": 76, "final_score": 31.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout", "trigger_condition": "放量突破成立且不跌破关键价位，参考价 19.9附近分批关注；开盘观察是否站稳突破位，午后14:00确认不回落再进场", "invalidation_condition": "跌破止损 18.8；收盘跌回参考价 19.5 下方；冲高接近目标 21.36 后量能衰减", "risk_note": "突破型需警惕假突破，关注量能是否持续", "boosts": [{"label": "资金主线共振", "value": "+9%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 605358.SH
name: 立昂微
theme_name: 半导体
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 8.9, "recall_tags": ["trend_scan"], "main_net_inflow": 27292.350000000013, "inflow_ratio": 2.5, "turnover_rate": 13.9262, "volume_ratio": 1.57, "circ_mv": 396.71714792999995}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 70.5, "emotion_role": 0, "timing": 68.0}, "flow_momentum": 45.2, "entry_signal_score": 74, "final_score": 20.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 59.1附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 54.37；收盘跌回参考价 57.92 下方；冲高接近目标 60.87 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 300602.SZ
name: 飞荣达
theme_name: 元器件
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "元器件", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 8.6, "recall_tags": ["trend_scan"], "main_net_inflow": 30672.789999999994, "inflow_ratio": 5.94, "turnover_rate": 14.0537, "volume_ratio": 1.11, "circ_mv": 194.06422087}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 70.0, "emotion_role": 0, "timing": 62.7}, "flow_momentum": 44.1, "entry_signal_score": 72, "final_score": 11.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；突破确认重新放量确认，参考价 48.6附近小仓试错", "invalidation_condition": "跌破止损 44.71；收盘跌回参考价 47.63 下方；冲高接近目标 50.06 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落；近期涨幅较大(5日27.65%)，追高风险；10日累涨31.37%，警惕回调", "boosts": [{"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}, {"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅27.65%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 000969.SZ
name: 安泰科技
theme_name: 有色金属
stock_role: 主线成分
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "有色金属", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "主线成分", "recall_score": 8.6, "recall_tags": ["trend_scan"], "main_net_inflow": 24893.670000000002, "inflow_ratio": 4.62, "turnover_rate": 10.154, "volume_ratio": 1.46, "circ_mv": 265.75248708000004}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 40.1, "stock_money": 70.5, "emotion_role": 24.9, "timing": 62.7}, "flow_momentum": 51.1, "entry_signal_score": 72, "final_score": 33.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 25.05附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 23.05；收盘跌回参考价 24.55 下方；冲高接近目标 25.8 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 001267.SZ
name: 汇绿生态
theme_name: 通信设备
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "通信设备", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.4, "recall_tags": ["trend_scan"], "main_net_inflow": 41677.149999999994, "inflow_ratio": 6.69, "turnover_rate": 8.6035, "volume_ratio": 1.29, "circ_mv": 368.48099586999996}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 84.0, "emotion_role": 0, "timing": 51.3}, "flow_momentum": 50.7, "entry_signal_score": 45, "final_score": 28.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 61.5附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 59.88；收盘跌回参考价 60.27 下方；冲高接近目标 64.58 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_basic_fallback
scan_mode: realtime_today
ts_code: 002491.SZ
name: 通鼎互联
theme_name: 通信设备
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:27:25.151079
detail_json:
  {"market": {"temperature": 55.7, "up_count": 2676, "down_count": 1999, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "通信设备", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.2, "recall_tags": ["trend_scan"], "main_net_inflow": 35607.80999999999, "inflow_ratio": 4.45, "turnover_rate": 15.3318, "volume_ratio": 1.32, "circ_mv": 271.99960298}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 65.5, "emotion_role": 0, "timing": 55.5}, "flow_momentum": 47.7, "entry_signal_score": 43, "final_score": 25.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 23.0附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 22.49；收盘跌回参考价 22.54 下方；冲高接近目标 24.15 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 688290.SH
name: 景业智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["sector_recall", "moneyflow_support", "top_theme_member", "hot_theme_core"], "main_net_inflow": 1162.3200000000002, "inflow_ratio": 3.5587147207866954, "turnover_rate": 2.3808, "volume_ratio": 0.9, "circ_mv": 69.87732643000001}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 16.8, "emotion_role": 63.0, "timing": 64.7}, "flow_momentum": 32.4, "entry_signal_score": 49, "final_score": 32.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 68.04附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 65.82；收盘跌回参考价 66.68 下方；冲高接近目标 71.44 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 688090.SH
name: 瑞松科技
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["sector_recall", "moneyflow_support", "top_theme_member", "hot_theme_core"], "main_net_inflow": 714.5000000000005, "inflow_ratio": 0.9922837956653661, "turnover_rate": 3.2921, "volume_ratio": 0.64, "circ_mv": 110.57358983}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 21.8, "emotion_role": 63.0, "timing": 60.4}, "flow_momentum": 32.4, "entry_signal_score": 58, "final_score": 32.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 91.36附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 88.27；收盘跌回参考价 89.53 下方；冲高接近目标 95.93 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 603666.SH
name: 亿嘉和
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["sector_recall", "moneyflow_support", "top_theme_member", "hot_theme_core"], "main_net_inflow": 90.15000000000032, "inflow_ratio": 0.2512256131409815, "turnover_rate": 2.8526, "volume_ratio": 0.73, "circ_mv": 63.26226328}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 16.8, "emotion_role": 63.0, "timing": 40.8}, "flow_momentum": 32.4, "entry_signal_score": 0, "final_score": 24.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 30.74附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 28.28；收盘跌回参考价 30.13 下方；冲高接近目标 32.28 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 688218.SH
name: 江苏北人
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: launch
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -3588.679999999999, "inflow_ratio": -3.926527453075781, "turnover_rate": 8.524, "volume_ratio": 1.42, "circ_mv": 54.07949943}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 14.0, "emotion_role": 61.2, "timing": 63.7}, "flow_momentum": 19.9, "entry_signal_score": 53, "final_score": 24.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "launch", "trigger_condition": "缩量整理后启动成立且不跌破关键价位，参考价 47.56附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能", "invalidation_condition": "跌破止损 43.76；收盘跌回参考价 46.61 下方；冲高接近目标 48.99 后量能衰减", "risk_note": "启动型整理可能延长，注意时间成本", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 603416.SH
name: 信捷电气
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -58.27000000000021, "inflow_ratio": -0.1031325243203027, "turnover_rate": 3.5802, "volume_ratio": 0.97, "circ_mv": 80.4696855}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 8.0, "emotion_role": 57.6, "timing": 32.9}, "flow_momentum": 11.8, "entry_signal_score": 0, "final_score": 21.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 57.74附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 53.12；收盘跌回参考价 56.59 下方；冲高接近目标 60.63 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 002979.SZ
name: 雷赛智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -2667.7899999999972, "inflow_ratio": -1.2139082979347453, "turnover_rate": 8.7442, "volume_ratio": 0.66, "circ_mv": 126.38102798999999}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 8.0, "emotion_role": 57.6, "timing": 31.5}, "flow_momentum": 14.8, "entry_signal_score": 0, "final_score": 20.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 57.01附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 52.45；收盘跌回参考价 55.87 下方；冲高接近目标 59.86 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 688165.SH
name: 埃夫特-U
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -3300.05, "inflow_ratio": -4.866642736911215, "turnover_rate": 3.2997, "volume_ratio": 0.62, "circ_mv": 103.103728}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 8.0, "emotion_role": 57.6, "timing": 43.6}, "flow_momentum": 11.8, "entry_signal_score": 0, "final_score": 20.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 19.87附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 18.28；收盘跌回参考价 19.47 下方；冲高接近目标 20.86 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 300024.SZ
name: 机器人
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -8687.61, "inflow_ratio": -5.074477195281577, "turnover_rate": 3.4686, "volume_ratio": 0.73, "circ_mv": 248.55212547}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 57.6, "timing": 42.5}, "flow_momentum": 5.8, "entry_signal_score": 0, "final_score": 18.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 15.71附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 14.45；收盘跌回参考价 15.4 下方；冲高接近目标 16.5 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 300276.SZ
name: 三丰智能
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -10114.869999999999, "inflow_ratio": -4.659418180210093, "turnover_rate": 11.8258, "volume_ratio": 0.8, "circ_mv": 92.92120496}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 57.6, "timing": 37.4}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 15.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "等待次日承接确认，板块前排不退潮且资金与量价信号延续后再分批；参考价 8.75附近关注", "invalidation_condition": "跌破止损 8.05；收盘跌回参考价 8.57 下方；冲高接近目标 9.19 后量能衰减", "risk_note": "10日累涨25.21%，警惕回调", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [{"label": "位置/买点折扣", "value": "-16%", "reason": "10日涨幅25.21%，需要承接确认"}], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 300607.SZ
name: 拓斯达
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -12480.54, "inflow_ratio": -7.887371688821767, "turnover_rate": 7.2468, "volume_ratio": 0.61, "circ_mv": 109.99104142}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 57.6, "timing": 34.6}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 17.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 32.5附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 29.9；收盘跌回参考价 31.85 下方；冲高接近目标 34.12 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 002747.SZ
name: 埃斯顿
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -28307.86, "inflow_ratio": -5.984337481434679, "turnover_rate": 10.7963, "volume_ratio": 0.77, "circ_mv": 221.57699065}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 57.6, "timing": 36.8}, "flow_momentum": 8.8, "entry_signal_score": 0, "final_score": 18.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 28.32附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 26.05；收盘跌回参考价 27.75 下方；冲高接近目标 29.74 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 002698.SZ
name: 博实股份
theme_name: 机器人装备
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 6.8, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 60.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core"], "main_net_inflow": -2478.6499999999996, "inflow_ratio": -6.8890560827225915, "turnover_rate": 1.6599, "volume_ratio": 0.77, "circ_mv": 108.72691300999999}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 26.9, "stock_money": 0, "emotion_role": 54.0, "timing": 24.5}, "flow_momentum": 6.8, "entry_signal_score": 0, "final_score": 14.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 12.97附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 12.51；收盘跌回参考价 12.71 下方；冲高接近目标 13.62 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 000519.SZ
name: 中兵红箭
theme_name: 机器人装备
stock_role: 主线成分
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "机器人装备", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "主线成分", "recall_score": 9.1, "recall_tags": ["trend_scan"], "main_net_inflow": 33893.79000000001, "inflow_ratio": 7.21, "turnover_rate": 8.7239, "volume_ratio": 2.31, "circ_mv": 271.82751329}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 26.9, "stock_money": 88.0, "emotion_role": 21.1, "timing": 73.2}, "flow_momentum": 54.2, "entry_signal_score": 76, "final_score": 31.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout", "trigger_condition": "放量突破成立且不跌破关键价位，参考价 19.9附近分批关注；开盘观察是否站稳突破位，午后14:00确认不回落再进场", "invalidation_condition": "跌破止损 18.8；收盘跌回参考价 19.5 下方；冲高接近目标 21.36 后量能衰减", "risk_note": "突破型需警惕假突破，关注量能是否持续", "boosts": [{"label": "资金主线共振", "value": "+9%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 605358.SH
name: 立昂微
theme_name: 半导体
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 8.9, "recall_tags": ["trend_scan"], "main_net_inflow": 27292.350000000013, "inflow_ratio": 2.5, "turnover_rate": 13.9262, "volume_ratio": 1.57, "circ_mv": 396.71714792999995}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 70.5, "emotion_role": 0, "timing": 68.0}, "flow_momentum": 45.2, "entry_signal_score": 74, "final_score": 20.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 59.1附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 54.37；收盘跌回参考价 57.92 下方；冲高接近目标 60.87 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 300602.SZ
name: 飞荣达
theme_name: 元器件
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "元器件", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 8.6, "recall_tags": ["trend_scan"], "main_net_inflow": 30672.789999999994, "inflow_ratio": 5.94, "turnover_rate": 14.0537, "volume_ratio": 1.11, "circ_mv": 194.06422087}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 70.0, "emotion_role": 0, "timing": 62.7}, "flow_momentum": 44.1, "entry_signal_score": 72, "final_score": 11.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；突破确认重新放量确认，参考价 48.6附近小仓试错", "invalidation_condition": "跌破止损 44.71；收盘跌回参考价 47.63 下方；冲高接近目标 50.06 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落；近期涨幅较大(5日27.65%)，追高风险；10日累涨31.37%，警惕回调", "boosts": [{"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}, {"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅27.65%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 000969.SZ
name: 安泰科技
theme_name: 有色金属
stock_role: 主线成分
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "有色金属", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "主线成分", "recall_score": 8.6, "recall_tags": ["trend_scan"], "main_net_inflow": 24893.670000000002, "inflow_ratio": 4.62, "turnover_rate": 10.154, "volume_ratio": 1.46, "circ_mv": 265.75248708000004}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 40.1, "stock_money": 70.5, "emotion_role": 24.9, "timing": 62.7}, "flow_momentum": 51.1, "entry_signal_score": 72, "final_score": 33.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 25.05附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 23.05；收盘跌回参考价 24.55 下方；冲高接近目标 25.8 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 001267.SZ
name: 汇绿生态
theme_name: 通信设备
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "通信设备", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.4, "recall_tags": ["trend_scan"], "main_net_inflow": 41677.149999999994, "inflow_ratio": 6.69, "turnover_rate": 8.6035, "volume_ratio": 1.29, "circ_mv": 368.48099586999996}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 84.0, "emotion_role": 0, "timing": 51.3}, "flow_momentum": 50.7, "entry_signal_score": 45, "final_score": 28.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 61.5附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 59.88；收盘跌回参考价 60.27 下方；冲高接近目标 64.58 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_daily_all_fallback
scan_mode: realtime_today
ts_code: 002491.SZ
name: 通鼎互联
theme_name: 通信设备
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:30:05.529026
detail_json:
  {"market": {"temperature": 56.0, "up_count": 2664, "down_count": 1962, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "通信设备", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.2, "recall_tags": ["trend_scan"], "main_net_inflow": 35607.80999999999, "inflow_ratio": 4.45, "turnover_rate": 15.3318, "volume_ratio": 1.32, "circ_mv": 271.99960298}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 65.5, "emotion_role": 0, "timing": 55.5}, "flow_momentum": 47.7, "entry_signal_score": 43, "final_score": 25.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 23.0附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 22.49；收盘跌回参考价 22.54 下方；冲高接近目标 24.15 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
ts_code: 002237.SZ
name: 恒邦股份
theme_name: 有色金属
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:32:26.537002
detail_json:
  {"market": {"temperature": 52.1, "up_count": 2810, "down_count": 2379, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "有色金属", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 27.2, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 74.0, "recall_tags": ["top_theme_member", "sector_recall", "theme_leader", "hot_theme_core"], "main_net_inflow": -3476.9700000000003, "inflow_ratio": -5.5368488672452205, "turnover_rate": 1.9441, "volume_ratio": 0.93, "circ_mv": 162.51812389}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 37.4, "stock_money": 3.0, "emotion_role": 72.3, "timing": 21.2}, "flow_momentum": 8.6, "entry_signal_score": 0, "final_score": 16.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 13.95附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 13.17；收盘跌回参考价 13.67 下方；冲高接近目标 14.65 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
ts_code: 000519.SZ
name: 中兵红箭
theme_name: 专用机械
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:32:26.537002
detail_json:
  {"market": {"temperature": 52.1, "up_count": 2810, "down_count": 2379, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "专用机械", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 9.1, "recall_tags": ["trend_scan"], "main_net_inflow": 33893.79000000001, "inflow_ratio": 7.21, "turnover_rate": 8.7239, "volume_ratio": 2.31, "circ_mv": 271.82751329}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 88.0, "emotion_role": 0, "timing": 73.2}, "flow_momentum": 54.2, "entry_signal_score": 76, "final_score": 21.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout", "trigger_condition": "放量突破成立且不跌破关键价位，参考价 20.38附近分批关注；开盘观察是否站稳突破位，午后14:00确认不回落再进场", "invalidation_condition": "跌破止损 18.8；收盘跌回参考价 19.97 下方；冲高接近目标 21.36 后量能衰减", "risk_note": "突破型需警惕假突破，关注量能是否持续", "boosts": [{"label": "策略匹配度", "value": "-6%", "reason": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
ts_code: 605358.SH
name: 立昂微
theme_name: 半导体
stock_role: 观察候选
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:32:26.537002
detail_json:
  {"market": {"temperature": 52.1, "up_count": 2810, "down_count": 2379, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 8.9, "recall_tags": ["trend_scan"], "main_net_inflow": 27292.350000000013, "inflow_ratio": 2.5, "turnover_rate": 13.9262, "volume_ratio": 1.57, "circ_mv": 396.71714792999995}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 70.5, "emotion_role": 0, "timing": 68.0}, "flow_momentum": 45.2, "entry_signal_score": 74, "final_score": 20.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 60.31附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 55.49；收盘跌回参考价 59.1 下方；冲高接近目标 62.12 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
ts_code: 000969.SZ
name: 安泰科技
theme_name: 有色金属
stock_role: 主线成分
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:32:26.537002
detail_json:
  {"market": {"temperature": 52.1, "up_count": 2810, "down_count": 2379, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "有色金属", "matched": true, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "主线成分", "recall_score": 8.6, "recall_tags": ["trend_scan"], "main_net_inflow": 24893.670000000002, "inflow_ratio": 4.62, "turnover_rate": 10.154, "volume_ratio": 1.46, "circ_mv": 265.75248708000004}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 37.4, "stock_money": 70.5, "emotion_role": 24.9, "timing": 62.7}, "flow_momentum": 51.1, "entry_signal_score": 72, "final_score": 32.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 25.27附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 23.25；收盘跌回参考价 24.76 下方；冲高接近目标 26.03 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
ts_code: 001267.SZ
name: 汇绿生态
theme_name: 通信设备
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:32:26.537002
detail_json:
  {"market": {"temperature": 52.1, "up_count": 2810, "down_count": 2379, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "通信设备", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.4, "recall_tags": ["trend_scan"], "main_net_inflow": 41677.149999999994, "inflow_ratio": 6.69, "turnover_rate": 8.6035, "volume_ratio": 1.29, "circ_mv": 368.48099586999996}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 84.0, "emotion_role": 0, "timing": 51.3}, "flow_momentum": 50.7, "entry_signal_score": 45, "final_score": 28.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 61.46附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 59.88；收盘跌回参考价 60.23 下方；冲高接近目标 64.53 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
ts_code: 002044.SZ
name: 美年健康
theme_name: 医疗保健
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:32:26.537002
detail_json:
  {"market": {"temperature": 52.1, "up_count": 2810, "down_count": 2379, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "医疗保健", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.4, "recall_tags": ["trend_scan"], "main_net_inflow": 23728.329999999994, "inflow_ratio": 7.01, "turnover_rate": 7.51, "volume_ratio": 1.86, "circ_mv": 228.19200723}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 84.0, "emotion_role": 0, "timing": 58.5}, "flow_momentum": 53.7, "entry_signal_score": 45, "final_score": 29.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 5.77附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 5.65；收盘跌回参考价 5.65 下方；冲高接近目标 6.06 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_trade_window_fallback
scan_mode: realtime_today
ts_code: 002491.SZ
name: 通鼎互联
theme_name: 通信设备
stock_role: 观察候选
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 非主线候选；低于保留线60；仅观察档
created_at: 2026-05-29 09:32:26.537002
detail_json:
  {"market": {"temperature": 52.1, "up_count": 2810, "down_count": 2379, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "通信设备", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "观察候选", "recall_score": 5.2, "recall_tags": ["trend_scan"], "main_net_inflow": 35607.80999999999, "inflow_ratio": 4.45, "turnover_rate": 15.3318, "volume_ratio": 1.32, "circ_mv": 271.99960298}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 65.5, "emotion_role": 0, "timing": 55.5}, "flow_momentum": 47.7, "entry_signal_score": 43, "final_score": 25.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 22.84附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 22.38；收盘跌回参考价 22.38 下方；冲高接近目标 23.98 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线60；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 600206.SH
name: 有研新材
theme_name: 半导体
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 102.0, "recall_tags": ["hot_theme_core", "top_theme_member", "volume_active", "sector_recall", "moneyflow_support", "theme_leader"], "main_net_inflow": 15820.589999999993, "inflow_ratio": 2.2945976568709456, "turnover_rate": 13.5136, "volume_ratio": 1.72, "circ_mv": 261.92360092}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 70.5, "emotion_role": 97.0, "timing": 36.2}, "flow_momentum": 75.0, "entry_signal_score": 0, "final_score": 54.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 30.34附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 27.91；收盘跌回参考价 29.73 下方；冲高接近目标 31.86 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 600360.SH
name: 华微电子
theme_name: 实时活跃
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 100, "recall_tags": ["intraday_active", "hot_theme_core", "realtime_active", "top_theme_member", "sector_recall", "realtime_market", "moneyflow_support", "theme_leader"], "main_net_inflow": 17902.76, "inflow_ratio": 6.3328551998344516, "turnover_rate": 12.5179, "volume_ratio": 1.05, "circ_mv": 117.92426333000002}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 78.0, "emotion_role": 58.0, "timing": 38.2}, "flow_momentum": 56.0, "entry_signal_score": 0, "final_score": 27.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 12.63附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 11.62；收盘跌回参考价 12.38 下方；冲高接近目标 13.01 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688783.SH
name: 西安奕材-U
theme_name: 实时活跃
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 100, "recall_tags": ["intraday_active", "hot_theme_core", "realtime_active", "top_theme_member", "volume_active", "sector_recall", "realtime_market", "moneyflow_support", "theme_leader"], "main_net_inflow": 3939.2900000000045, "inflow_ratio": 0.9682473162548632, "turnover_rate": 28.8726, "volume_ratio": 1.73, "circ_mv": 70.25636247}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 41.0, "emotion_role": 58.0, "timing": 58.3}, "flow_momentum": 43.0, "entry_signal_score": 51, "final_score": 19.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout", "trigger_condition": "放量突破成立且不跌破关键价位，参考价 39.26附近分批关注；开盘观察是否站稳突破位，午后14:00确认不回落再进场", "invalidation_condition": "跌破止损 36.6；收盘跌回参考价 38.47 下方；冲高接近目标 40.44 后量能衰减", "risk_note": "突破型需警惕假突破，关注量能是否持续", "boosts": [{"label": "策略匹配度", "value": "+8%", "reason": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 605358.SH
name: 立昂微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 89.8, "recall_tags": ["hot_theme_core", "top_theme_member", "volume_active", "sector_recall", "trend_scan", "moneyflow_support"], "main_net_inflow": 27292.350000000013, "inflow_ratio": 2.4981434415349133, "turnover_rate": 13.9262, "volume_ratio": 1.57, "circ_mv": 396.71714792999995}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 70.5, "emotion_role": 84.4, "timing": 68.0}, "flow_momentum": 73.7, "entry_signal_score": 74, "final_score": 46.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 58.73附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 54.03；收盘跌回参考价 57.56 下方；冲高接近目标 60.49 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688416.SH
name: 恒烁股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 5776.100000000002, "inflow_ratio": 3.0120976701650592, "turnover_rate": 8.8425, "volume_ratio": 1.23, "circ_mv": 108.68764918}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 54.2, "emotion_role": 83.6, "timing": 37.8}, "flow_momentum": 66.4, "entry_signal_score": 0, "final_score": 48.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 131.53附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 121.01；收盘跌回参考价 128.9 下方；冲高接近目标 135.93 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 600520.SH
name: 三佳科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "top_theme_member", "volume_active", "sector_recall", "moneyflow_support"], "main_net_inflow": 4512.159999999998, "inflow_ratio": 1.9393733501727313, "turnover_rate": 21.6841, "volume_ratio": 1.7, "circ_mv": 52.91562}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 41.0, "emotion_role": 83.6, "timing": 32.5}, "flow_momentum": 59.4, "entry_signal_score": 0, "final_score": 44.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 32.7附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 30.08；收盘跌回参考价 32.05 下方；冲高接近目标 34.34 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300046.SZ
name: 台基股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["hot_theme_core", "top_theme_member", "volume_active", "sector_recall", "moneyflow_support"], "main_net_inflow": 4296.5599999999995, "inflow_ratio": 2.5686528884611013, "turnover_rate": 9.9118, "volume_ratio": 1.62, "circ_mv": 85.57705003}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 46.0, "emotion_role": 83.6, "timing": 72.4}, "flow_momentum": 66.4, "entry_signal_score": 74, "final_score": 52.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 35.22附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 32.4；收盘跌回参考价 34.52 下方；冲高接近目标 36.85 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688261.SH
name: 东微半导
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 4275.579999999996, "inflow_ratio": 1.5193739024456883, "turnover_rate": 11.8039, "volume_ratio": 1.35, "circ_mv": 124.78271396000001}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 46.0, "emotion_role": 83.6, "timing": 67.1}, "flow_momentum": 66.4, "entry_signal_score": 72, "final_score": 23.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；突破确认重新放量确认，参考价 99.91附近小仓试错", "invalidation_condition": "跌破止损 91.92；收盘跌回参考价 97.91 下方；冲高接近目标 102.91 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅31.53%，位置偏高，避免追高"}], "risk_tags": ["position_high"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 600171.SH
name: 上海贝岭
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 2370.2400000000007, "inflow_ratio": 0.8602045018036699, "turnover_rate": 6.3137, "volume_ratio": 1.38, "circ_mv": 220.61693189}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 36.0, "emotion_role": 83.6, "timing": 74.2}, "flow_momentum": 58.4, "entry_signal_score": 74, "final_score": 48.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 30.53附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 28.09；收盘跌回参考价 29.92 下方；冲高接近目标 31.45 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688798.SH
name: 艾为电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 1011.5, "inflow_ratio": 0.7017972322893334, "turnover_rate": 6.6858, "volume_ratio": 1.26, "circ_mv": 108.86607848}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 27.8, "emotion_role": 83.6, "timing": 63.5}, "flow_momentum": 58.4, "entry_signal_score": 68, "final_score": 45.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 78.11附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 71.86；收盘跌回参考价 76.55 下方；冲高接近目标 80.45 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688332.SH
name: 中科蓝讯
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 509.06999999999925, "inflow_ratio": 0.3552644664001963, "turnover_rate": 4.0674, "volume_ratio": 1.41, "circ_mv": 180.75209977}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 27.8, "emotion_role": 83.6, "timing": 25.4}, "flow_momentum": 58.4, "entry_signal_score": 0, "final_score": 32.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 99.77附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 91.79；收盘跌回参考价 97.77 下方；冲高接近目标 104.76 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688720.SH
name: 艾森股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 82.4, "recall_tags": ["intraday_active", "hot_theme_core", "top_theme_member", "sector_recall", "moneyflow_support"], "main_net_inflow": 1913.8499999999995, "inflow_ratio": 1.4682360890796633, "turnover_rate": 11.3829, "volume_ratio": 0.61, "circ_mv": 58.21681247000001}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 81.1, "timing": 35.7}, "flow_momentum": 53.7, "entry_signal_score": 0, "final_score": 38.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 106.28附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 97.78；收盘跌回参考价 104.15 下方；冲高接近目标 111.59 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300623.SZ
name: 捷捷微电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 16975.879999999997, "inflow_ratio": 3.7961474957738597, "turnover_rate": 7.9185, "volume_ratio": 1.0, "circ_mv": 287.06821966}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 64.5, "emotion_role": 80.0, "timing": 34.5}, "flow_momentum": 71.4, "entry_signal_score": 0, "final_score": 50.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 36.29附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 33.39；收盘跌回参考价 35.56 下方；冲高接近目标 37.61 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 001270.SZ
name: 铖昌科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 15321.389999999992, "inflow_ratio": 2.986873006815982, "turnover_rate": 7.8176, "volume_ratio": 0.94, "circ_mv": 331.78127472}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 64.5, "emotion_role": 80.0, "timing": 24.7}, "flow_momentum": 71.4, "entry_signal_score": 0, "final_score": 46.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 154.73附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 142.35；收盘跌回参考价 151.64 下方；冲高接近目标 162.47 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300346.SZ
name: 南大光电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 14010.879999999997, "inflow_ratio": 2.58882737088942, "turnover_rate": 7.2769, "volume_ratio": 0.67, "circ_mv": 379.88383274}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 60.5, "emotion_role": 80.0, "timing": 63.4}, "flow_momentum": 67.4, "entry_signal_score": 56, "final_score": 49.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 56.71附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 55.58；收盘跌回参考价 55.58 下方；冲高接近目标 59.55 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688362.SH
name: 甬矽电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 13525.669999999998, "inflow_ratio": 1.8410551095711774, "turnover_rate": 12.549, "volume_ratio": 0.93, "circ_mv": 304.21450288}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 60.5, "emotion_role": 80.0, "timing": 28.7}, "flow_momentum": 64.4, "entry_signal_score": 0, "final_score": 21.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；资金与量价信号重新放量确认，参考价 70.88附近小仓试错", "invalidation_condition": "跌破止损 65.21；收盘跌回参考价 69.46 下方；冲高接近目标 74.42 后量能衰减", "risk_note": "近期涨幅较大(5日40.17%)，追高风险；10日累涨45.0%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅40.17%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300456.SZ
name: 赛微电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 10486.860000000002, "inflow_ratio": 3.0690262692782104, "turnover_rate": 6.2821, "volume_ratio": 0.76, "circ_mv": 277.69426173}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 60.5, "emotion_role": 80.0, "timing": 23.4}, "flow_momentum": 67.4, "entry_signal_score": 0, "final_score": 39.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 48.48附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 44.6；收盘跌回参考价 47.51 下方；冲高接近目标 50.9 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 600667.SH
name: 太极实业
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 9857.559999999998, "inflow_ratio": 1.2464217828718778, "turnover_rate": 14.006, "volume_ratio": 1.0, "circ_mv": 285.07719885999995}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 52.2, "emotion_role": 80.0, "timing": 32.9}, "flow_momentum": 64.4, "entry_signal_score": 0, "final_score": 44.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 14.15附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 13.02；收盘跌回参考价 13.87 下方；冲高接近目标 14.57 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688536.SH
name: 思瑞浦
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 7596.07, "inflow_ratio": 1.9643710950370583, "turnover_rate": 4.3972, "volume_ratio": 0.83, "circ_mv": 447.94005845}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 48.2, "emotion_role": 80.0, "timing": 33.5}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 43.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 327.34附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 301.15；收盘跌回参考价 320.79 下方；冲高接近目标 338.75 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688146.SH
name: 中船特气
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 6995.150000000009, "inflow_ratio": 1.29245501267512, "turnover_rate": 11.0728, "volume_ratio": 0.93, "circ_mv": 253.20607264}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 48.2, "emotion_role": 80.0, "timing": 31.2}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 20.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；资金与量价信号重新放量确认，参考价 170.5附近小仓试错", "invalidation_condition": "跌破止损 156.86；收盘跌回参考价 167.09 下方；冲高接近目标 175.62 后量能衰减", "risk_note": "近期涨幅较大(5日36.59%)，追高风险；10日累涨23.77%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅36.59%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300655.SZ
name: 晶瑞电材
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 6650.789999999999, "inflow_ratio": 3.096432402434391, "turnover_rate": 6.0168, "volume_ratio": 0.65, "circ_mv": 182.22465401000002}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 48.2, "emotion_role": 80.0, "timing": 61.2}, "flow_momentum": 61.4, "entry_signal_score": 56, "final_score": 49.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 16.68附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 16.35；收盘跌回参考价 16.35 下方；冲高接近目标 17.51 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688368.SH
name: 晶丰明源
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 4843.32, "inflow_ratio": 2.6773251402904727, "turnover_rate": 4.3039, "volume_ratio": 0.75, "circ_mv": 214.2596645}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 40.0, "emotion_role": 80.0, "timing": 30.2}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 19.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；资金与量价信号重新放量确认，参考价 239.25附近小仓试错", "invalidation_condition": "跌破止损 220.11；收盘跌回参考价 234.47 下方；冲高接近目标 246.43 后量能衰减", "risk_note": "近期涨幅较大(5日22.24%)，追高风险；10日累涨28.85%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅22.24%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688584.SH
name: 上海合晶
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 4486.919999999998, "inflow_ratio": 2.3355491863091995, "turnover_rate": 9.9324, "volume_ratio": 1.06, "circ_mv": 97.42860527}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 40.0, "emotion_role": 80.0, "timing": 34.9}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 42.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 28.15附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 25.9；收盘跌回参考价 27.59 下方；冲高接近目标 29.56 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688381.SH
name: 帝奥微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 3593.0999999999976, "inflow_ratio": 2.4321868257393056, "turnover_rate": 6.473, "volume_ratio": 0.76, "circ_mv": 115.40925}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 40.0, "emotion_role": 80.0, "timing": 35.4}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 35.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "等待次日承接确认，板块前排不退潮且资金与量价信号延续后再分批；参考价 48.0附近关注", "invalidation_condition": "跌破止损 44.16；收盘跌回参考价 47.04 下方；冲高接近目标 50.4 后量能衰减", "risk_note": "10日累涨25.62%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "位置/买点折扣", "value": "-16%", "reason": "10日涨幅25.62%，需要承接确认"}], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688711.SH
name: 宏微科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 3443.58, "inflow_ratio": 2.384978454659901, "turnover_rate": 8.9569, "volume_ratio": 0.97, "circ_mv": 80.71956325}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 40.0, "emotion_role": 80.0, "timing": 30.7}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 33.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 36.8附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 33.86；收盘跌回参考价 36.06 下方；冲高接近目标 38.59 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688352.SH
name: 颀中科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 3385.599999999998, "inflow_ratio": 1.7858440840380574, "turnover_rate": 14.112, "volume_ratio": 0.97, "circ_mv": 68.31000566}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 40.0, "emotion_role": 80.0, "timing": 29.0}, "flow_momentum": 58.4, "entry_signal_score": 0, "final_score": 19.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；资金与量价信号重新放量确认，参考价 18.91附近小仓试错", "invalidation_condition": "跌破止损 17.4；收盘跌回参考价 18.53 下方；冲高接近目标 19.48 后量能衰减", "risk_note": "近期涨幅较大(5日29.65%)，追高风险；10日累涨24.88%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅29.65%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688372.SH
name: 伟测科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 1986.3200000000015, "inflow_ratio": 0.7794395163105197, "turnover_rate": 4.4906, "volume_ratio": 0.69, "circ_mv": 284.05912401}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 58.6}, "flow_momentum": 53.4, "entry_signal_score": 56, "final_score": 40.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 169.19附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 165.27；收盘跌回参考价 165.81 下方；冲高接近目标 177.65 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688652.SH
name: 京仪装备
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 1827.3500000000004, "inflow_ratio": 1.2321992438564349, "turnover_rate": 4.2577, "volume_ratio": 0.59, "circ_mv": 174.48375}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 58.8}, "flow_momentum": 53.4, "entry_signal_score": 44, "final_score": 40.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 142.84附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 139.98；收盘跌回参考价 139.98 下方；冲高接近目标 149.98 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688478.SH
name: 晶升股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 1693.470000000003, "inflow_ratio": 1.1898846420305496, "turnover_rate": 7.2237, "volume_ratio": 0.9, "circ_mv": 99.166981}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 28.7}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 37.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 76.01附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 69.93；收盘跌回参考价 74.49 下方；冲高接近目标 78.3 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688419.SH
name: 耐科装备
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 1324.3800000000003, "inflow_ratio": 2.4398538571053807, "turnover_rate": 4.2216, "volume_ratio": 0.61, "circ_mv": 67.19600903999999}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 36.9}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 32.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "等待次日承接确认，板块前排不退潮且资金与量价信号延续后再分批；参考价 57.28附近关注", "invalidation_condition": "跌破止损 52.7；收盘跌回参考价 56.13 下方；冲高接近目标 60.14 后量能衰减", "risk_note": "10日累涨31.67%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "位置/买点折扣", "value": "-16%", "reason": "10日涨幅31.67%，需要承接确认"}], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688538.SH
name: 和辉光电-U
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 1020.8000000000002, "inflow_ratio": 1.2289378259550516, "turnover_rate": 2.8781, "volume_ratio": 0.84, "circ_mv": 143.80589313000002}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 80.0, "timing": 33.3}, "flow_momentum": 50.4, "entry_signal_score": 0, "final_score": 37.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 2.46附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 2.26；收盘跌回参考价 2.41 下方；冲高接近目标 2.58 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688401.SH
name: 路维光电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 987.960000000001, "inflow_ratio": 0.6451172668905303, "turnover_rate": 4.6985, "volume_ratio": 0.85, "circ_mv": 167.32396065}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 29.0}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 17.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；资金与量价信号重新放量确认，参考价 86.82附近小仓试错", "invalidation_condition": "跌破止损 79.87；收盘跌回参考价 85.08 下方；冲高接近目标 89.42 后量能衰减", "risk_note": "近期涨幅较大(5日24.48%)，追高风险；10日累涨24.25%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅24.48%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688099.SH
name: 晶晨股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 731.989999999998, "inflow_ratio": 0.22391193068619664, "turnover_rate": 3.4242, "volume_ratio": 0.77, "circ_mv": 482.65579249999996}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 60.4}, "flow_momentum": 50.4, "entry_signal_score": 58, "final_score": 40.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 112.99附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 110.73；收盘跌回参考价 110.73 下方；冲高接近目标 118.64 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 600198.SH
name: 大唐电信
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 637.3300000000002, "inflow_ratio": 1.3129930960374325, "turnover_rate": 2.2603, "volume_ratio": 0.74, "circ_mv": 108.97319859}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 80.0, "timing": 24.9}, "flow_momentum": 50.4, "entry_signal_score": 0, "final_score": 29.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 8.3附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 7.79；收盘跌回参考价 8.13 下方；冲高接近目标 8.72 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688689.SH
name: 银河微电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 616.1199999999998, "inflow_ratio": 1.4971957347952445, "turnover_rate": 3.7564, "volume_ratio": 0.92, "circ_mv": 55.493128520000006}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 37.4}, "flow_momentum": 50.4, "entry_signal_score": 0, "final_score": 38.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 41.57附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 38.24；收盘跌回参考价 40.74 下方；冲高接近目标 43.65 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688582.SH
name: 芯动联科
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 578.74, "inflow_ratio": 0.9712972711068011, "turnover_rate": 2.2816, "volume_ratio": 0.7, "circ_mv": 131.86544251}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 80.0, "timing": 34.1}, "flow_momentum": 50.4, "entry_signal_score": 0, "final_score": 37.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 53.93附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 49.62；收盘跌回参考价 52.85 下方；冲高接近目标 56.42 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 002409.SZ
name: 雅克科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 492.5100000000093, "inflow_ratio": 0.07718162801755771, "turnover_rate": 8.797, "volume_ratio": 0.75, "circ_mv": 367.44784094}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 62.7}, "flow_momentum": 53.4, "entry_signal_score": 55, "final_score": 41.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 116.35附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 114.02；收盘跌回参考价 114.02 下方；冲高接近目标 122.17 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688795.SH
name: 摩尔线程-U
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 456.1900000000005, "inflow_ratio": 0.11769942782427492, "turnover_rate": 9.8113, "volume_ratio": 0.8, "circ_mv": 199.91187786999998}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 38.4}, "flow_momentum": 53.4, "entry_signal_score": 33, "final_score": 31.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 667.22附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 653.88；收盘跌回参考价 653.88 下方；冲高接近目标 700.58 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688593.SH
name: 新相微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 314.9300000000012, "inflow_ratio": 0.20778088719331397, "turnover_rate": 5.7672, "volume_ratio": 0.58, "circ_mv": 132.17043374000002}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 59.8}, "flow_momentum": 53.4, "entry_signal_score": 56, "final_score": 40.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 40.85附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 40.03；收盘跌回参考价 40.03 下方；冲高接近目标 42.89 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688699.SH
name: 明微电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 143.04999999999882, "inflow_ratio": 0.1337861017891039, "turnover_rate": 7.1456, "volume_ratio": 1.1, "circ_mv": 76.94618982}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 39.7}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 38.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 68.8附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 63.3；收盘跌回参考价 67.42 下方；冲高接近目标 71.9 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688432.SH
name: 有研硅
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -56.11999999999989, "inflow_ratio": -0.03363491481562252, "turnover_rate": 3.2893, "volume_ratio": 1.22, "circ_mv": 257.56218275000003}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 14.0, "emotion_role": 78.2, "timing": 40.4}, "flow_momentum": 34.9, "entry_signal_score": 0, "final_score": 36.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 20.22附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 18.6；收盘跌回参考价 19.82 下方；冲高接近目标 21.23 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688508.SH
name: 芯朋微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: launch
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1105.960000000001, "inflow_ratio": -0.4625436117865732, "turnover_rate": 9.5248, "volume_ratio": 1.3, "circ_mv": 126.80572332999999}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 14.0, "emotion_role": 78.2, "timing": 65.9}, "flow_momentum": 37.9, "entry_signal_score": 59, "final_score": 39.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "launch", "trigger_condition": "缩量整理后启动成立且不跌破关键价位，参考价 94.67附近分批关注；早盘放量确认后即可进场，注意开盘9:30-10:00量能", "invalidation_condition": "跌破止损 87.1；收盘跌回参考价 92.78 下方；冲高接近目标 102.24 后量能衰减", "risk_note": "启动型整理可能延长，注意时间成本", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300327.SZ
name: 中颖电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1983.4000000000005, "inflow_ratio": -1.1187498790803645, "turnover_rate": 8.8738, "volume_ratio": 1.27, "circ_mv": 100.30085238}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 14.0, "emotion_role": 78.2, "timing": 60.0}, "flow_momentum": 37.9, "entry_signal_score": 62, "final_score": 40.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 30.57附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 28.12；收盘跌回参考价 29.96 下方；冲高接近目标 31.49 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300706.SZ
name: 阿石创
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2657.08, "inflow_ratio": -1.1914997727833054, "turnover_rate": 18.8943, "volume_ratio": 1.36, "circ_mv": 61.35306403}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 9.0, "emotion_role": 78.2, "timing": 40.4}, "flow_momentum": 34.9, "entry_signal_score": 0, "final_score": 35.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 53.0附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 48.76；收盘跌回参考价 51.94 下方；冲高接近目标 54.87 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300666.SZ
name: 江丰电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -7101.770000000019, "inflow_ratio": -0.7164438923439911, "turnover_rate": 11.4003, "volume_ratio": 1.36, "circ_mv": 448.97559941}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 2.0, "emotion_role": 78.2, "timing": 57.7}, "flow_momentum": 31.9, "entry_signal_score": 43, "final_score": 36.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 201.0附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 196.79；收盘跌回参考价 196.98 下方；冲高接近目标 211.05 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 002237.SZ
name: 恒邦股份
theme_name: 有色金属
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "有色金属", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 67.6, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 74.0, "recall_tags": ["hot_theme_core", "theme_leader", "sector_recall", "top_theme_member"], "main_net_inflow": -3476.9700000000003, "inflow_ratio": -5.5368488672452205, "turnover_rate": 1.9441, "volume_ratio": 0.93, "circ_mv": 162.51812389}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 56.4, "stock_money": 3.0, "emotion_role": 81.3, "timing": 21.2}, "flow_momentum": 26.6, "entry_signal_score": 0, "final_score": 23.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 13.86附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 13.17；收盘跌回参考价 13.58 下方；冲高接近目标 14.55 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金确认不足", "value": "-10%", "reason": "资金或主线承接不足"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688728.SH
name: 格科微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 72.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 1515.590000000001, "inflow_ratio": 1.246991826291478, "turnover_rate": 1.6021, "volume_ratio": 1.04, "circ_mv": 385.57829079}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 76.4, "timing": 41.2}, "flow_momentum": 45.4, "entry_signal_score": 0, "final_score": 37.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 15.73附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 14.47；收盘跌回参考价 15.42 下方；冲高接近目标 16.2 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 603160.SH
name: 汇顶科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 72.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 129.38000000000056, "inflow_ratio": 0.1206908614312572, "turnover_rate": 1.7534, "volume_ratio": 0.98, "circ_mv": 307.90457621}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 76.4, "timing": 24.4}, "flow_momentum": 45.4, "entry_signal_score": 0, "final_score": 35.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 66.0附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 62.4；收盘跌回参考价 64.68 下方；冲高接近目标 67.98 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 600877.SH
name: 电科芯片
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 72.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 55.089999999999776, "inflow_ratio": 0.08197064025631826, "turnover_rate": 1.8225, "volume_ratio": 0.83, "circ_mv": 186.60777594}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 76.4, "timing": 20.6}, "flow_momentum": 45.4, "entry_signal_score": 0, "final_score": 28.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 15.6附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 15.03；收盘跌回参考价 15.29 下方；冲高接近目标 16.38 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688230.SH
name: 芯导科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 72.0, "recall_tags": ["moneyflow_support", "hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 36.15999999999997, "inflow_ratio": 0.11719465299395704, "turnover_rate": 1.7928, "volume_ratio": 0.83, "circ_mv": 86.85936}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 76.4, "timing": 36.9}, "flow_momentum": 45.4, "entry_signal_score": 0, "final_score": 36.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 72.33附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 66.54；收盘跌回参考价 70.88 下方；冲高接近目标 75.95 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 920139.BJ
name: 华岭股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 72.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": 0.0, "inflow_ratio": 0.0, "turnover_rate": 3.8234, "volume_ratio": 1.05, "circ_mv": 50.24384228}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 76.4, "timing": 31.7}, "flow_momentum": 36.4, "entry_signal_score": 0, "final_score": 34.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 19.0附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 17.48；收盘跌回参考价 18.62 下方；冲高接近目标 19.95 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688605.SH
name: XD先锋精
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -68.42999999999984, "inflow_ratio": -0.09136790288164703, "turnover_rate": 4.8161, "volume_ratio": 0.52, "circ_mv": 78.59834494}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 56.6}, "flow_momentum": 32.8, "entry_signal_score": 44, "final_score": 36.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 71.42附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 69.99；收盘跌回参考价 69.99 下方；冲高接近目标 74.99 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688595.SH
name: 芯海科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -194.33999999999992, "inflow_ratio": -0.447987238564615, "turnover_rate": 4.2447, "volume_ratio": 1.02, "circ_mv": 51.80161613}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 30.6}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 33.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 35.8附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 33.17；收盘跌回参考价 35.08 下方；冲高接近目标 37.59 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 603061.SH
name: 金海通
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -224.23000000000047, "inflow_ratio": -0.1421202879040255, "turnover_rate": 3.0603, "volume_ratio": 0.66, "circ_mv": 261.1827}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 53.5}, "flow_momentum": 29.8, "entry_signal_score": 37, "final_score": 36.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 303.47附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 291.68；收盘跌回参考价 297.4 下方；冲高接近目标 318.64 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688173.SH
name: 希荻微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -246.99000000000018, "inflow_ratio": -0.5581443907946291, "turnover_rate": 2.9413, "volume_ratio": 0.8, "circ_mv": 75.32178011}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 45.3}, "flow_momentum": 29.8, "entry_signal_score": 33, "final_score": 34.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 18.05附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 17.69；收盘跌回参考价 17.69 下方；冲高接近目标 18.95 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688709.SH
name: 成都华微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -262.4000000000003, "inflow_ratio": -0.4235866749705157, "turnover_rate": 3.6073, "volume_ratio": 0.83, "circ_mv": 86.30364089}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 26.8}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 33.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 38.28附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 35.22；收盘跌回参考价 37.51 下方；冲高接近目标 40.19 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688608.SH
name: 恒玄科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -356.08999999999924, "inflow_ratio": -0.1981555601001096, "turnover_rate": 2.9424, "volume_ratio": 0.73, "circ_mv": 307.46120141}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 55.1}, "flow_momentum": 29.8, "entry_signal_score": 39, "final_score": 35.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 179.43附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 175.84；收盘跌回参考价 175.84 下方；冲高接近目标 188.4 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688233.SH
name: 神工股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -409.27000000000135, "inflow_ratio": -0.3478623469076751, "turnover_rate": 3.8105, "volume_ratio": 0.61, "circ_mv": 155.23367836}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 59.1}, "flow_momentum": 29.8, "entry_signal_score": 44, "final_score": 36.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 89.79附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 87.99；收盘跌回参考价 87.99 下方；冲高接近目标 94.28 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688252.SH
name: 天德钰
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -454.5400000000004, "inflow_ratio": -1.0327778711879203, "turnover_rate": 2.2632, "volume_ratio": 0.87, "circ_mv": 98.20602397}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 34.6}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 33.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 23.56附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 21.77；收盘跌回参考价 23.09 下方；冲高接近目标 24.5 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688809.SH
name: 强一股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -644.6100000000006, "inflow_ratio": -0.3895027318848242, "turnover_rate": 7.3758, "volume_ratio": 0.62, "circ_mv": 114.21074161}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 72.0}, "flow_momentum": 32.8, "entry_signal_score": 69, "final_score": 38.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 472.0附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 451.08；收盘跌回参考价 462.56 下方；冲高接近目标 495.6 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 301095.SZ
name: 广立微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -669.0400000000009, "inflow_ratio": -0.2974274640458817, "turnover_rate": 6.341, "volume_ratio": 0.75, "circ_mv": 177.38039208}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 32.9}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 34.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 102.04附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 93.88；收盘跌回参考价 100.0 下方；冲高接近目标 107.14 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 003043.SZ
name: 华亚智能
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -695.5300000000009, "inflow_ratio": -1.168555568006918, "turnover_rate": 5.7989, "volume_ratio": 0.83, "circ_mv": 51.84058084}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 66.1}, "flow_momentum": 32.8, "entry_signal_score": 63, "final_score": 37.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 62.66附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 61.39；收盘跌回参考价 61.41 下方；冲高接近目标 65.79 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 603068.SH
name: 博通集成
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1002.6099999999999, "inflow_ratio": -2.33274158385664, "turnover_rate": 3.8017, "volume_ratio": 0.94, "circ_mv": 57.20864053}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 37.4}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 34.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 37.56附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 34.56；收盘跌回参考价 36.81 下方；冲高接近目标 38.69 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688484.SH
name: 南芯科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1134.5000000000005, "inflow_ratio": -0.972566259023242, "turnover_rate": 2.9349, "volume_ratio": 0.87, "circ_mv": 198.69230878000002}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 35.2}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 33.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 45.95附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 42.27；收盘跌回参考价 45.03 下方；冲高接近目标 48.25 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 600641.SH
name: 先导基电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1136.2500000000018, "inflow_ratio": -0.41762685620205997, "turnover_rate": 5.2993, "volume_ratio": 0.77, "circ_mv": 260.5763776}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 48.3}, "flow_momentum": 32.8, "entry_signal_score": 40, "final_score": 29.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 27.89附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 27.33；收盘跌回参考价 27.33 下方；冲高接近目标 29.28 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300303.SZ
name: 聚飞光电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1212.659999999998, "inflow_ratio": -0.7668868495657577, "turnover_rate": 6.4988, "volume_ratio": 0.57, "circ_mv": 123.16555242999999}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 31.3}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 27.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 9.23附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 8.72；收盘跌回参考价 9.05 下方；冲高接近目标 9.69 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688049.SH
name: 炬芯科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1359.5000000000002, "inflow_ratio": -1.8982149100417876, "turnover_rate": 4.2082, "volume_ratio": 0.82, "circ_mv": 85.8846988}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 29.2}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 33.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 48.36附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 44.96；收盘跌回参考价 47.39 下方；冲高接近目标 50.78 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300708.SZ
name: 聚灿光电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1418.12, "inflow_ratio": -1.1605505454330594, "turnover_rate": 8.6902, "volume_ratio": 0.84, "circ_mv": 71.21442968}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 34.0}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 34.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 9.81附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 9.03；收盘跌回参考价 9.61 下方；冲高接近目标 10.24 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 002449.SZ
name: 国星光电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1470.2299999999998, "inflow_ratio": -2.8343886727014915, "turnover_rate": 4.9004, "volume_ratio": 0.64, "circ_mv": 53.250884250000006}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 61.9}, "flow_momentum": 32.8, "entry_signal_score": 56, "final_score": 37.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 8.48附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 8.31；收盘跌回参考价 8.31 下方；冲高接近目标 8.9 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688591.SH
name: 泰凌微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1547.3799999999997, "inflow_ratio": -3.5638388895529607, "turnover_rate": 3.5314, "volume_ratio": 0.54, "circ_mv": 61.49134021}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 60.4}, "flow_momentum": 29.8, "entry_signal_score": 46, "final_score": 37.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 35.88附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 35.16；收盘跌回参考价 35.16 下方；冲高接近目标 37.67 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 603078.SH
name: 江化微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1570.5599999999995, "inflow_ratio": -0.8406444212621119, "turnover_rate": 7.3704, "volume_ratio": 0.65, "circ_mv": 129.57411532999998}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 49.2}, "flow_momentum": 32.8, "entry_signal_score": 37, "final_score": 35.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 35.9附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 33.06；收盘跌回参考价 35.18 下方；冲高接近目标 37.7 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；10日累涨22.18%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 603290.SH
name: 斯达半导
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1815.8399999999965, "inflow_ratio": -0.34428759208063386, "turnover_rate": 7.8839, "volume_ratio": 1.09, "circ_mv": 342.44705638}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 66.4}, "flow_momentum": 32.8, "entry_signal_score": 70, "final_score": 31.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 138.33附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 127.26；收盘跌回参考价 135.56 下方；冲高接近目标 142.48 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688802.SH
name: 沐曦股份-U
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -1989.6000000000022, "inflow_ratio": -0.9145427885915486, "turnover_rate": 8.629, "volume_ratio": 0.65, "circ_mv": 126.91839408}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 23.2}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 27.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 690.07附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 669.37；收盘跌回参考价 676.27 下方；冲高接近目标 724.57 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688209.SH
name: 英集芯
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2006.9500000000007, "inflow_ratio": -2.8099232103199427, "turnover_rate": 3.2386, "volume_ratio": 1.03, "circ_mv": 111.17885175999999}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 44.5}, "flow_momentum": 29.8, "entry_signal_score": 31, "final_score": 35.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 24.93附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 24.43；收盘跌回参考价 24.43 下方；冲高接近目标 26.18 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688385.SH
name: 复旦微电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2059.2299999999996, "inflow_ratio": -0.7057728547441436, "turnover_rate": 4.0392, "volume_ratio": 0.85, "circ_mv": 365.9216672}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 18.9}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 26.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 67.01附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 64.53；收盘跌回参考价 65.67 下方；冲高接近目标 70.36 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688138.SH
name: 清溢光电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2135.72, "inflow_ratio": -2.712557230268385, "turnover_rate": 3.6845, "volume_ratio": 0.9, "circ_mv": 108.66896000000001}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 39.6}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 34.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 33.69附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 30.99；收盘跌回参考价 33.02 下方；冲高接近目标 35.37 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 603991.SH
name: 至正股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2207.6399999999994, "inflow_ratio": -4.42356001964477, "turnover_rate": 3.1057, "volume_ratio": 0.63, "circ_mv": 80.87047283}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 26.2}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 27.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 109.0附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 104.83；收盘跌回参考价 106.82 下方；冲高接近目标 114.45 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688123.SH
name: 聚辰股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2356.4400000000005, "inflow_ratio": -0.8508195678968596, "turnover_rate": 6.2042, "volume_ratio": 0.74, "circ_mv": 224.79946436}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 31.4}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 33.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 140.4附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 129.17；收盘跌回参考价 137.59 下方；冲高接近目标 147.42 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300053.SZ
name: 航宇微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2594.44, "inflow_ratio": -3.447923915071597, "turnover_rate": 3.4638, "volume_ratio": 0.73, "circ_mv": 109.59790748}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 20.6}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 26.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 17.78附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 16.36；收盘跌回参考价 17.42 下方；冲高接近目标 18.67 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688601.SH
name: 力芯微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2600.2300000000005, "inflow_ratio": -3.7406007736604443, "turnover_rate": 4.3729, "volume_ratio": 0.81, "circ_mv": 79.45357161}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 52.2}, "flow_momentum": 32.8, "entry_signal_score": 37, "final_score": 36.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 58.81附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 57.63；收盘跌回参考价 57.63 下方；冲高接近目标 61.75 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688220.SH
name: 翱捷科技-U
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2617.949999999998, "inflow_ratio": -0.8968833086622897, "turnover_rate": 3.4732, "volume_ratio": 0.75, "circ_mv": 423.51355559999996}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 46.4}, "flow_momentum": 29.8, "entry_signal_score": 31, "final_score": 35.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 115.29附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 112.26；收盘跌回参考价 112.98 下方；冲高接近目标 121.05 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 301369.SZ
name: 联动科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2628.579999999998, "inflow_ratio": -1.9427775737046749, "turnover_rate": 6.3965, "volume_ratio": 1.19, "circ_mv": 106.45295359}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 32.2}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 34.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 196.0附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 180.32；收盘跌回参考价 192.08 下方；冲高接近目标 205.8 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688018.SH
name: 乐鑫科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2649.2599999999984, "inflow_ratio": -1.157217082621864, "turnover_rate": 3.8372, "volume_ratio": 0.89, "circ_mv": 299.90350867}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 43.2}, "flow_momentum": 29.8, "entry_signal_score": 33, "final_score": 35.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 179.38附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 175.79；收盘跌回参考价 175.79 下方；冲高接近目标 188.35 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688206.SH
name: 概伦电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2751.0800000000004, "inflow_ratio": -1.946613673519713, "turnover_rate": 3.9622, "volume_ratio": 0.59, "circ_mv": 182.92653187}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 36.3}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 34.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 41.76附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 38.42；收盘跌回参考价 40.92 下方；冲高接近目标 43.85 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 300236.SZ
name: 上海新阳
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2784.5399999999972, "inflow_ratio": -0.9021376028910486, "turnover_rate": 5.5112, "volume_ratio": 0.77, "circ_mv": 282.81191856}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 38.5}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 34.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 98.87附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 90.96；收盘跌回参考价 96.89 下方；冲高接近目标 103.81 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 301536.SZ
name: 星宸科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2787.2699999999995, "inflow_ratio": -2.1597673163317914, "turnover_rate": 3.9065, "volume_ratio": 0.84, "circ_mv": 167.87491736}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 46.3}, "flow_momentum": 29.8, "entry_signal_score": 33, "final_score": 35.5}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 87.79附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 86.03；收盘跌回参考价 86.03 下方；冲高接近目标 92.18 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 603690.SH
name: 至纯科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2831.6600000000008, "inflow_ratio": -1.7416727650984936, "turnover_rate": 7.6908, "volume_ratio": 0.83, "circ_mv": 106.04280083}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 58.0}, "flow_momentum": 32.8, "entry_signal_score": 44, "final_score": 36.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 26.78附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 26.24；收盘跌回参考价 26.24 下方；冲高接近目标 28.12 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688380.SH
name: 中微半导
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2937.12, "inflow_ratio": -2.5932691125925484, "turnover_rate": 2.9714, "volume_ratio": 0.71, "circ_mv": 194.09695200000002}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 33.4}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 33.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 47.96附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 44.57；收盘跌回参考价 47.0 下方；冲高接近目标 50.36 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688729.SH
name: 屹唐股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -2971.77, "inflow_ratio": -3.066432931085666, "turnover_rate": 8.4987, "volume_ratio": 0.53, "circ_mv": 56.889246609999994}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 62.5}, "flow_momentum": 32.8, "entry_signal_score": 63, "final_score": 37.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 26.47附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 25.94；收盘跌回参考价 25.94 下方；冲高接近目标 27.79 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_realtime_daily_theme_merge
scan_mode: realtime_today
ts_code: 688035.SH
name: 德邦科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-05-29 09:35:18.125494
detail_json:
  {"market": {"temperature": 74.0, "up_count": 3018, "down_count": 2365, "limit_up_count": 102, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member"], "main_net_inflow": -3069.800000000002, "inflow_ratio": -2.004491659791967, "turnover_rate": 6.4479, "volume_ratio": 0.65, "circ_mv": 119.126}, "scores": {"weights": {"catalyst": 0.3, "theme_money": 0.25, "stock_money": 0.2, "emotion_role": 0.15, "timing": 0.1}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 37.1}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 34.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 80.97附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 74.49；收盘跌回参考价 79.35 下方；冲高接近目标 85.02 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 600206.SH
name: 有研新材
theme_name: 半导体
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 102.0, "recall_tags": ["volume_active", "sector_recall", "hot_theme_core", "top_theme_member", "theme_leader", "moneyflow_support"], "main_net_inflow": 15820.589999999993, "inflow_ratio": 2.2945976568709456, "turnover_rate": 13.5136, "volume_ratio": 1.72, "circ_mv": 261.92360092}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 70.5, "emotion_role": 97.0, "timing": 36.2}, "flow_momentum": 75.0, "entry_signal_score": 0, "final_score": 54.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 30.39附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 27.96；收盘跌回参考价 29.78 下方；冲高接近目标 31.91 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 600459.SH
name: 贵研铂业
theme_name: 有色金属
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "有色金属", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 67.6, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 102.0, "recall_tags": ["volume_active", "sector_recall", "hot_theme_core", "top_theme_member", "theme_leader", "moneyflow_support"], "main_net_inflow": 9394.169999999998, "inflow_ratio": 3.9357397582123665, "turnover_rate": 7.2457, "volume_ratio": 2.0, "circ_mv": 170.93390804999999}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 52.4, "stock_money": 62.2, "emotion_role": 93.0, "timing": 56.4}, "flow_momentum": 77.0, "entry_signal_score": 51, "final_score": 42.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout", "trigger_condition": "放量突破成立且不跌破关键价位，参考价 22.9附近分批关注；开盘观察是否站稳突破位，午后14:00确认不回落再进场", "invalidation_condition": "跌破止损 21.89；收盘跌回参考价 22.44 下方；冲高接近目标 24.73 后量能衰减", "risk_note": "突破型需警惕假突破，关注量能是否持续", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+9%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 600360.SH
name: 华微电子
theme_name: 实时活跃
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 100, "recall_tags": ["sector_recall", "realtime_active", "intraday_active", "hot_theme_core", "top_theme_member", "theme_leader", "realtime_market", "moneyflow_support"], "main_net_inflow": 17902.76, "inflow_ratio": 6.3328551998344516, "turnover_rate": 12.5179, "volume_ratio": 1.05, "circ_mv": 117.92426333000002}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 78.0, "emotion_role": 58.0, "timing": 38.2}, "flow_momentum": 56.0, "entry_signal_score": 0, "final_score": 27.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 12.73附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 11.71；收盘跌回参考价 12.48 下方；冲高接近目标 13.11 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 688783.SH
name: 西安奕材-U
theme_name: 实时活跃
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 100, "recall_tags": ["volume_active", "sector_recall", "realtime_active", "intraday_active", "hot_theme_core", "top_theme_member", "theme_leader", "realtime_market", "moneyflow_support"], "main_net_inflow": 3939.2900000000045, "inflow_ratio": 0.9682473162548632, "turnover_rate": 28.8726, "volume_ratio": 1.73, "circ_mv": 70.25636247}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0.0, "theme_money": 20.0, "stock_money": 41.0, "emotion_role": 58.0, "timing": 58.3}, "flow_momentum": 43.0, "entry_signal_score": 51, "final_score": 18.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout", "trigger_condition": "放量突破成立且不跌破关键价位，参考价 39.35附近分批关注；开盘观察是否站稳突破位，午后14:00确认不回落再进场", "invalidation_condition": "跌破止损 36.6；收盘跌回参考价 38.56 下方；冲高接近目标 40.53 后量能衰减", "risk_note": "突破型需警惕假突破，关注量能是否持续", "boosts": [{"label": "策略匹配度", "value": "-6%", "reason": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 605358.SH
name: 立昂微
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 89.8, "recall_tags": ["volume_active", "sector_recall", "trend_scan", "hot_theme_core", "top_theme_member", "moneyflow_support"], "main_net_inflow": 27292.350000000013, "inflow_ratio": 2.4981434415349133, "turnover_rate": 13.9262, "volume_ratio": 1.57, "circ_mv": 396.71714792999995}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 70.5, "emotion_role": 84.4, "timing": 68.0}, "flow_momentum": 73.7, "entry_signal_score": 74, "final_score": 48.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 58.62附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 53.93；收盘跌回参考价 57.45 下方；冲高接近目标 60.38 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "风险折扣", "value": "-20%", "reason": "存在风险项"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 688416.SH
name: 恒烁股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 5776.100000000002, "inflow_ratio": 3.0120976701650592, "turnover_rate": 8.8425, "volume_ratio": 1.23, "circ_mv": 108.68764918}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 54.2, "emotion_role": 83.6, "timing": 37.8}, "flow_momentum": 66.4, "entry_signal_score": 0, "final_score": 50.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 132.55附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 121.95；收盘跌回参考价 129.9 下方；冲高接近目标 136.53 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 600520.SH
name: 三佳科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["volume_active", "sector_recall", "hot_theme_core", "top_theme_member", "moneyflow_support"], "main_net_inflow": 4512.159999999998, "inflow_ratio": 1.9393733501727313, "turnover_rate": 21.6841, "volume_ratio": 1.7, "circ_mv": 52.91562}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 41.0, "emotion_role": 83.6, "timing": 32.5}, "flow_momentum": 59.4, "entry_signal_score": 0, "final_score": 45.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 32.73附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 30.11；收盘跌回参考价 32.08 下方；冲高接近目标 34.37 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 300046.SZ
name: 台基股份
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["volume_active", "sector_recall", "hot_theme_core", "top_theme_member", "moneyflow_support"], "main_net_inflow": 4296.5599999999995, "inflow_ratio": 2.5686528884611013, "turnover_rate": 9.9118, "volume_ratio": 1.62, "circ_mv": 85.57705003}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 46.0, "emotion_role": 83.6, "timing": 72.4}, "flow_momentum": 66.4, "entry_signal_score": 74, "final_score": 55.7}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 35.23附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 32.41；收盘跌回参考价 34.53 下方；冲高接近目标 36.85 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+4%", "reason": "资金、量能与主线同向"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 688261.SH
name: 东微半导
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 4275.579999999996, "inflow_ratio": 1.5193739024456883, "turnover_rate": 11.8039, "volume_ratio": 1.35, "circ_mv": 124.78271396000001}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 46.0, "emotion_role": 83.6, "timing": 67.1}, "flow_momentum": 66.4, "entry_signal_score": 72, "final_score": 24.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；突破确认重新放量确认，参考价 99.72附近小仓试错", "invalidation_condition": "跌破止损 91.74；收盘跌回参考价 97.73 下方；冲高接近目标 102.9 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅31.53%，位置偏高，避免追高"}], "risk_tags": ["position_high"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 600171.SH
name: 上海贝岭
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 2370.2400000000007, "inflow_ratio": 0.8602045018036699, "turnover_rate": 6.3137, "volume_ratio": 1.38, "circ_mv": 220.61693189}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 36.0, "emotion_role": 83.6, "timing": 74.2}, "flow_momentum": 58.4, "entry_signal_score": 74, "final_score": 51.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 30.62附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 28.17；收盘跌回参考价 30.01 下方；冲高接近目标 31.54 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 688798.SH
name: 艾为电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 1011.5, "inflow_ratio": 0.7017972322893334, "turnover_rate": 6.6858, "volume_ratio": 1.26, "circ_mv": 108.86607848}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 27.8, "emotion_role": 83.6, "timing": 63.5}, "flow_momentum": 58.4, "entry_signal_score": 68, "final_score": 47.9}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "突破确认成立且不跌破关键价位，参考价 78.2附近分批关注；突破已确认，盘中放量时可直接进场", "invalidation_condition": "跌破止损 71.94；收盘跌回参考价 76.64 下方；冲高接近目标 80.55 后量能衰减", "risk_note": "确认型需观察后续量能是否跟上，防止冲高回落", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+4%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 688332.SH
name: 中科蓝讯
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 509.06999999999925, "inflow_ratio": 0.3552644664001963, "turnover_rate": 4.0674, "volume_ratio": 1.41, "circ_mv": 180.75209977}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 27.8, "emotion_role": 83.6, "timing": 25.4}, "flow_momentum": 58.4, "entry_signal_score": 0, "final_score": 32.6}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 101.36附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 93.25；收盘跌回参考价 99.33 下方；冲高接近目标 106.43 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 300456.SZ
name: 赛微电子
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 82.4, "recall_tags": ["sector_recall", "intraday_active", "hot_theme_core", "top_theme_member", "moneyflow_support"], "main_net_inflow": 10486.860000000002, "inflow_ratio": 3.0690262692782104, "turnover_rate": 6.2821, "volume_ratio": 0.76, "circ_mv": 277.69426173}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 60.5, "emotion_role": 81.1, "timing": 23.4}, "flow_momentum": 67.7, "entry_signal_score": 0, "final_score": 39.8}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 48.03附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 44.19；收盘跌回参考价 47.07 下方；冲高接近目标 50.43 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}], "penalties": [{"label": "趋势压力", "value": "-18%", "reason": "短中期均线偏弱"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 600667.SH
name: 太极实业
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 82.4, "recall_tags": ["sector_recall", "intraday_active", "hot_theme_core", "top_theme_member", "moneyflow_support"], "main_net_inflow": 9857.559999999998, "inflow_ratio": 1.2464217828718778, "turnover_rate": 14.006, "volume_ratio": 1.0, "circ_mv": 285.07719885999995}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 52.2, "emotion_role": 81.1, "timing": 32.9}, "flow_momentum": 64.7, "entry_signal_score": 0, "final_score": 46.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 14.16附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 13.03；收盘跌回参考价 13.88 下方；冲高接近目标 14.58 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 688352.SH
name: 颀中科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 82.4, "recall_tags": ["sector_recall", "intraday_active", "hot_theme_core", "top_theme_member", "moneyflow_support"], "main_net_inflow": 3385.599999999998, "inflow_ratio": 1.7858440840380574, "turnover_rate": 14.112, "volume_ratio": 0.97, "circ_mv": 68.31000566}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 40.0, "emotion_role": 81.1, "timing": 29.0}, "flow_momentum": 58.7, "entry_signal_score": 0, "final_score": 20.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；资金与量价信号重新放量确认，参考价 19.27附近小仓试错", "invalidation_condition": "跌破止损 17.73；收盘跌回参考价 18.88 下方；冲高接近目标 19.85 后量能衰减", "risk_note": "近期涨幅较大(5日29.65%)，追高风险；10日累涨24.88%，警惕回调", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅29.65%，位置偏高，避免追高"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 300623.SZ
name: 捷捷微电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 16975.879999999997, "inflow_ratio": 3.7961474957738597, "turnover_rate": 7.9185, "volume_ratio": 1.0, "circ_mv": 287.06821966}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 64.5, "emotion_role": 80.0, "timing": 34.5}, "flow_momentum": 71.4, "entry_signal_score": 0, "final_score": 51.3}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 36.12附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 33.23；收盘跌回参考价 35.4 下方；冲高接近目标 37.61 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "资金主线共振", "value": "+5%", "reason": "资金、量能与主线同向"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 001270.SZ
name: 铖昌科技
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: none
elimination_reason: 低于保留线60；仅观察档
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 15321.389999999992, "inflow_ratio": 2.986873006815982, "turnover_rate": 7.8176, "volume_ratio": 0.94, "circ_mv": 331.78127472}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 64.5, "emotion_role": 80.0, "timing": 24.7}, "flow_momentum": 71.4, "entry_signal_score": 0, "final_score": 47.2}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "none", "trigger_condition": "资金与量价信号成立且不跌破关键价位，参考价 153.5附近分批关注；盘中观察量价配合，确认信号后进场", "invalidation_condition": "跌破止损 141.22；收盘跌回参考价 150.43 下方；冲高接近目标 161.18 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线60；仅观察档"}}


scan_session: codex_empty_pool_fallback
scan_mode: realtime_today
ts_code: 300346.SZ
name: 南大光电
theme_name: 半导体
stock_role: 主题前排
action_plan: 观察
entry_signal_type: pullback
elimination_reason: 进入最终作战池
created_at: 2026-05-29 09:38:44.934509
detail_json:
  {"market": {"temperature": 50.6, "up_count": 2698, "down_count": 2571, "limit_up_count": 0, "broken_rate": 38.9}, "theme": {"name": "半导体", "matched": true, "stage": "early", "limit_up_count": 3, "heat_score": 75.4, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 14010.879999999997, "inflow_ratio": 2.58882737088942, "turnover_rate": 7.2769, "volume_ratio": 0.67, "circ_mv": 379.88383274}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 60.5, "emotion_role": 80.0, "timing": 63.4}, "flow_momentum": 67.4, "entry_signal_score": 56, "final_score": 60.4}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "pullback", "trigger_condition": "回踩支撑成立且不跌破关键价位，参考价 57.17附近分批关注；盘中靠近支撑位时分批进场，尾盘14:30确认支撑有效可加仓", "invalidation_condition": "跌破止损 56.03；收盘跌回参考价 56.03 下方；冲高接近目标 60.03 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+8%", "reason": "pullback 与今日策略优先级匹配"}], "penalties": [], "risk_tags": [], "final_outcome": "kept"}}


