# research_observations

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"}}


scan_session: codex_empty_pool_fallback
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": 13525.669999999998, "inflow_ratio": 1.8410551095711774, "turnover_rate": 12.549, "volume_ratio": 0.93, "circ_mv": 304.21450288}, "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": 28.7}, "flow_momentum": 64.4, "entry_signal_score": 0, "final_score": 22.0}, "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 72.37附近小仓试错", "invalidation_condition": "跌破止损 66.58；收盘跌回参考价 70.92 下方；冲高接近目标 75.99 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 7596.07, "inflow_ratio": 1.9643710950370583, "turnover_rate": 4.3972, "volume_ratio": 0.83, "circ_mv": 447.94005845}, "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": 48.2, "emotion_role": 80.0, "timing": 33.5}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 45.1}, "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 325.12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 299.11；收盘跌回参考价 318.62 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 6995.150000000009, "inflow_ratio": 1.29245501267512, "turnover_rate": 11.0728, "volume_ratio": 0.93, "circ_mv": 253.20607264}, "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": 48.2, "emotion_role": 80.0, "timing": 31.2}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 20.9}, "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 170.14附近小仓试错", "invalidation_condition": "跌破止损 156.53；收盘跌回参考价 166.74 下方；冲高接近目标 175.24 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 6650.789999999999, "inflow_ratio": 3.096432402434391, "turnover_rate": 6.0168, "volume_ratio": 0.65, "circ_mv": 182.22465401000002}, "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": 48.2, "emotion_role": 80.0, "timing": 61.2}, "flow_momentum": 61.4, "entry_signal_score": 56, "final_score": 59.7}, "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 16.72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 16.39；收盘跌回参考价 16.39 下方；冲高接近目标 17.56 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": "+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_empty_pool_fallback
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": 4843.32, "inflow_ratio": 2.6773251402904727, "turnover_rate": 4.3039, "volume_ratio": 0.75, "circ_mv": 214.2596645}, "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": 80.0, "timing": 30.2}, "flow_momentum": 61.4, "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 239.96附近小仓试错", "invalidation_condition": "跌破止损 220.76；收盘跌回参考价 235.16 下方；冲高接近目标 247.16 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 4486.919999999998, "inflow_ratio": 2.3355491863091995, "turnover_rate": 9.9324, "volume_ratio": 1.06, "circ_mv": 97.42860527}, "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": 80.0, "timing": 34.9}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 43.5}, "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 28.26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 26.0；收盘跌回参考价 27.69 下方；冲高接近目标 29.67 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": [], "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: 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": 3593.0999999999976, "inflow_ratio": 2.4321868257393056, "turnover_rate": 6.473, "volume_ratio": 0.76, "circ_mv": 115.40925}, "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": 80.0, "timing": 35.4}, "flow_momentum": 61.4, "entry_signal_score": 0, "final_score": 36.6}, "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 49.11附近关注", "invalidation_condition": "跌破止损 45.18；收盘跌回参考价 48.13 下方；冲高接近目标 51.47 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 3443.58, "inflow_ratio": 2.384978454659901, "turnover_rate": 8.9569, "volume_ratio": 0.97, "circ_mv": 80.71956325}, "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": 80.0, "timing": 30.7}, "flow_momentum": 61.4, "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 36.96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 34.0；收盘跌回参考价 36.22 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 1986.3200000000015, "inflow_ratio": 0.7794395163105197, "turnover_rate": 4.4906, "volume_ratio": 0.69, "circ_mv": 284.05912401}, "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": 21.8, "emotion_role": 80.0, "timing": 58.6}, "flow_momentum": 53.4, "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 170.46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 165.27；收盘跌回参考价 167.05 下方；冲高接近目标 178.98 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": "+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_empty_pool_fallback
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": 1913.8499999999995, "inflow_ratio": 1.4682360890796633, "turnover_rate": 11.3829, "volume_ratio": 0.61, "circ_mv": 58.21681247000001}, "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": 21.8, "emotion_role": 80.0, "timing": 35.7}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 39.6}, "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 104.26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 95.92；收盘跌回参考价 102.17 下方；冲高接近目标 109.47 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 1827.3500000000004, "inflow_ratio": 1.2321992438564349, "turnover_rate": 4.2577, "volume_ratio": 0.59, "circ_mv": 174.48375}, "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": 21.8, "emotion_role": 80.0, "timing": 58.8}, "flow_momentum": 53.4, "entry_signal_score": 44, "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 142.96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 140.1；收盘跌回参考价 140.1 下方；冲高接近目标 150.11 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": "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: 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": 1693.470000000003, "inflow_ratio": 1.1898846420305496, "turnover_rate": 7.2237, "volume_ratio": 0.9, "circ_mv": 99.166981}, "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": 21.8, "emotion_role": 80.0, "timing": 28.7}, "flow_momentum": 53.4, "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 77.08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 70.91；收盘跌回参考价 75.54 下方；冲高接近目标 79.39 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: 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": 1324.3800000000003, "inflow_ratio": 2.4398538571053807, "turnover_rate": 4.2216, "volume_ratio": 0.61, "circ_mv": 67.19600903999999}, "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": 21.8, "emotion_role": 80.0, "timing": 36.9}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 33.5}, "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 56.88附近关注", "invalidation_condition": "跌破止损 52.33；收盘跌回参考价 55.74 下方；冲高接近目标 59.72 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 1020.8000000000002, "inflow_ratio": 1.2289378259550516, "turnover_rate": 2.8781, "volume_ratio": 0.84, "circ_mv": 143.80589313000002}, "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": 16.8, "emotion_role": 80.0, "timing": 33.3}, "flow_momentum": 50.4, "entry_signal_score": 0, "final_score": 38.1}, "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 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 987.960000000001, "inflow_ratio": 0.6451172668905303, "turnover_rate": 4.6985, "volume_ratio": 0.85, "circ_mv": 167.32396065}, "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": 21.8, "emotion_role": 80.0, "timing": 29.0}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 18.0}, "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 87.85附近小仓试错", "invalidation_condition": "跌破止损 80.82；收盘跌回参考价 86.09 下方；冲高接近目标 90.49 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 731.989999999998, "inflow_ratio": 0.22391193068619664, "turnover_rate": 3.4242, "volume_ratio": 0.77, "circ_mv": 482.65579249999996}, "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": 21.8, "emotion_role": 80.0, "timing": 60.4}, "flow_momentum": 50.4, "entry_signal_score": 58, "final_score": 50.0}, "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 114.48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 112.19；收盘跌回参考价 112.19 下方；冲高接近目标 120.2 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": "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: 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": 637.3300000000002, "inflow_ratio": 1.3129930960374325, "turnover_rate": 2.2603, "volume_ratio": 0.74, "circ_mv": 108.97319859}, "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": 16.8, "emotion_role": 80.0, "timing": 24.9}, "flow_momentum": 50.4, "entry_signal_score": 0, "final_score": 30.1}, "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 8.27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 8.1 下方；冲高接近目标 8.68 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: 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": 616.1199999999998, "inflow_ratio": 1.4971957347952445, "turnover_rate": 3.7564, "volume_ratio": 0.92, "circ_mv": 55.493128520000006}, "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": 21.8, "emotion_role": 80.0, "timing": 37.4}, "flow_momentum": 50.4, "entry_signal_score": 0, "final_score": 39.9}, "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 41.59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 38.26；收盘跌回参考价 40.76 下方；冲高接近目标 43.67 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": [], "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: 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": 578.74, "inflow_ratio": 0.9712972711068011, "turnover_rate": 2.2816, "volume_ratio": 0.7, "circ_mv": 131.86544251}, "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": 16.8, "emotion_role": 80.0, "timing": 34.1}, "flow_momentum": 50.4, "entry_signal_score": 0, "final_score": 38.3}, "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 53.4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 49.4；收盘跌回参考价 52.33 下方；冲高接近目标 56.07 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: 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": 492.5100000000093, "inflow_ratio": 0.07718162801755771, "turnover_rate": 8.797, "volume_ratio": 0.75, "circ_mv": 367.44784094}, "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": 21.8, "emotion_role": 80.0, "timing": 62.7}, "flow_momentum": 53.4, "entry_signal_score": 55, "final_score": 50.5}, "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 115.8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 113.48；收盘跌回参考价 113.48 下方；冲高接近目标 121.59 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": "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: 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": 456.1900000000005, "inflow_ratio": 0.11769942782427492, "turnover_rate": 9.8113, "volume_ratio": 0.8, "circ_mv": 199.91187786999998}, "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": 21.8, "emotion_role": 80.0, "timing": 38.4}, "flow_momentum": 53.4, "entry_signal_score": 33, "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 667.09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 653.75；收盘跌回参考价 653.75 下方；冲高接近目标 700.44 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": "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": [{"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: 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": 314.9300000000012, "inflow_ratio": 0.20778088719331397, "turnover_rate": 5.7672, "volume_ratio": 0.58, "circ_mv": 132.17043374000002}, "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": 21.8, "emotion_role": 80.0, "timing": 59.8}, "flow_momentum": 53.4, "entry_signal_score": 56, "final_score": 49.9}, "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 42.26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 40.17；收盘跌回参考价 41.41 下方；冲高接近目标 44.37 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": "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: 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": 143.04999999999882, "inflow_ratio": 0.1337861017891039, "turnover_rate": 7.1456, "volume_ratio": 1.1, "circ_mv": 76.94618982}, "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": 21.8, "emotion_role": 80.0, "timing": 39.7}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 40.3}, "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 68.48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 63.0；收盘跌回参考价 67.11 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 78.4, "recall_tags": ["sector_recall", "intraday_active", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 14.0, "emotion_role": 79.3, "timing": 60.0}, "flow_momentum": 38.2, "entry_signal_score": 62, "final_score": 43.5}, "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 31.12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 28.63；收盘跌回参考价 30.5 下方；冲高接近目标 32.05 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: 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": 76.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 14.0, "emotion_role": 78.2, "timing": 40.4}, "flow_momentum": 34.9, "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 20.11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 18.5；收盘跌回参考价 19.71 下方；冲高接近目标 21.12 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: 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": 76.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 14.0, "emotion_role": 78.2, "timing": 65.9}, "flow_momentum": 37.9, "entry_signal_score": 59, "final_score": 42.7}, "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 96.73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 88.99；收盘跌回参考价 94.8 下方；冲高接近目标 104.47 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 76.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 9.0, "emotion_role": 78.2, "timing": 40.4}, "flow_momentum": 34.9, "entry_signal_score": 0, "final_score": 37.4}, "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 53.27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 49.01；收盘跌回参考价 52.2 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 76.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 2.0, "emotion_role": 78.2, "timing": 57.7}, "flow_momentum": 31.9, "entry_signal_score": 43, "final_score": 44.3}, "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 201.02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 197.0 下方；冲高接近目标 211.07 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": "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: 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": 72.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 1515.590000000001, "inflow_ratio": 1.246991826291478, "turnover_rate": 1.6021, "volume_ratio": 1.04, "circ_mv": 385.57829079}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 76.4, "timing": 41.2}, "flow_momentum": 45.4, "entry_signal_score": 0, "final_score": 39.0}, "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 15.66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 14.41；收盘跌回参考价 15.35 下方；冲高接近目标 16.13 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: 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": 72.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 129.38000000000056, "inflow_ratio": 0.1206908614312572, "turnover_rate": 1.7534, "volume_ratio": 0.98, "circ_mv": 307.90457621}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 76.4, "timing": 24.4}, "flow_momentum": 45.4, "entry_signal_score": 0, "final_score": 36.2}, "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 65.91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 64.59 下方；冲高接近目标 67.9 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 72.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 55.089999999999776, "inflow_ratio": 0.08197064025631826, "turnover_rate": 1.8225, "volume_ratio": 0.83, "circ_mv": 186.60777594}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 76.4, "timing": 20.6}, "flow_momentum": 45.4, "entry_signal_score": 0, "final_score": 29.2}, "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 15.5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 15.03；收盘跌回参考价 15.19 下方；冲高接近目标 16.28 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: 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": 72.0, "recall_tags": ["sector_recall", "top_theme_member", "hot_theme_core", "moneyflow_support"], "main_net_inflow": 36.15999999999997, "inflow_ratio": 0.11719465299395704, "turnover_rate": 1.7928, "volume_ratio": 0.83, "circ_mv": 86.85936}, "scores": {"weights": {"catalyst": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 16.8, "emotion_role": 76.4, "timing": 36.9}, "flow_momentum": 45.4, "entry_signal_score": 0, "final_score": 38.3}, "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 72.32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 66.53；收盘跌回参考价 70.87 下方；冲高接近目标 75.94 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: 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": 72.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 76.4, "timing": 31.7}, "flow_momentum": 36.4, "entry_signal_score": 0, "final_score": 35.5}, "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 19.38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 17.83；收盘跌回参考价 18.99 下方；冲高接近目标 20.35 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 56.6}, "flow_momentum": 32.8, "entry_signal_score": 44, "final_score": 45.0}, "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 71.1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 69.68；收盘跌回参考价 69.68 下方；冲高接近目标 74.66 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 30.6}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 35.0}, "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 35.72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 35.01 下方；冲高接近目标 37.51 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 53.5}, "flow_momentum": 29.8, "entry_signal_score": 37, "final_score": 44.4}, "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 305.49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 299.38 下方；冲高接近目标 320.76 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 45.3}, "flow_momentum": 29.8, "entry_signal_score": 33, "final_score": 41.6}, "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 18.11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 17.75；收盘跌回参考价 17.75 下方；冲高接近目标 19.02 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 26.8}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 34.4}, "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 38.16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 35.11；收盘跌回参考价 37.4 下方；冲高接近目标 40.07 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 55.1}, "flow_momentum": 29.8, "entry_signal_score": 39, "final_score": 43.5}, "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 180.5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 176.89；收盘跌回参考价 176.89 下方；冲高接近目标 189.53 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": "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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 59.1}, "flow_momentum": 29.8, "entry_signal_score": 44, "final_score": 45.5}, "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 89.68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 87.89；收盘跌回参考价 87.89 下方；冲高接近目标 94.16 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 34.6}, "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 23.46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 21.77；收盘跌回参考价 22.99 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 72.0}, "flow_momentum": 32.8, "entry_signal_score": 69, "final_score": 47.9}, "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 463.4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 454.13 下方；冲高接近目标 486.57 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 32.9}, "flow_momentum": 32.8, "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 102.2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 94.02；收盘跌回参考价 100.16 下方；冲高接近目标 107.31 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 66.1}, "flow_momentum": 32.8, "entry_signal_score": 63, "final_score": 46.8}, "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 62.58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 61.33；收盘跌回参考价 61.33 下方；冲高接近目标 65.71 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 37.4}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 36.2}, "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 37.42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 34.43；收盘跌回参考价 36.67 下方；冲高接近目标 38.54 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 35.2}, "flow_momentum": 29.8, "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 45.62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 41.97；收盘跌回参考价 44.71 下方；冲高接近目标 47.9 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 48.3}, "flow_momentum": 32.8, "entry_signal_score": 40, "final_score": 35.6}, "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 28.45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 27.88；收盘跌回参考价 27.88 下方；冲高接近目标 29.87 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": [{"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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 31.3}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 28.8}, "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 9.31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 9.12 下方；冲高接近目标 9.78 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": [{"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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 29.2}, "flow_momentum": 32.8, "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 48.37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 47.4 下方；冲高接近目标 50.79 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 34.0}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 35.6}, "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 9.88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 9.09；收盘跌回参考价 9.68 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 61.9}, "flow_momentum": 32.8, "entry_signal_score": 56, "final_score": 46.0}, "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 8.49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 8.32；收盘跌回参考价 8.32 下方；冲高接近目标 8.91 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 60.4}, "flow_momentum": 29.8, "entry_signal_score": 46, "final_score": 45.7}, "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 35.78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 35.06；收盘跌回参考价 35.06 下方；冲高接近目标 37.57 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 49.2}, "flow_momentum": 32.8, "entry_signal_score": 37, "final_score": 43.6}, "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 36.8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 33.86；收盘跌回参考价 36.06 下方；冲高接近目标 37.9 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；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": "+8%", "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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 66.4}, "flow_momentum": 32.8, "entry_signal_score": 70, "final_score": 34.1}, "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 137.96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 126.92；收盘跌回参考价 135.2 下方；冲高接近目标 142.1 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60；仅观察档"}}


scan_session: codex_empty_pool_fallback
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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 23.2}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 27.7}, "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 693.5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 672.69；收盘跌回参考价 679.63 下方；冲高接近目标 728.18 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": [{"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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 44.5}, "flow_momentum": 29.8, "entry_signal_score": 31, "final_score": 42.7}, "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 24.88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 24.38；收盘跌回参考价 24.38 下方；冲高接近目标 26.12 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": "+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_empty_pool_fallback
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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 18.9}, "flow_momentum": 32.8, "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 66.99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 64.53；收盘跌回参考价 65.65 下方；冲高接近目标 70.34 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"}], "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 39.6}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 36.5}, "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 33.91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 31.2；收盘跌回参考价 33.23 下方；冲高接近目标 35.61 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"}], "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 26.2}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 28.1}, "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 108.87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 104.83；收盘跌回参考价 106.69 下方；冲高接近目标 114.31 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 31.4}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 35.2}, "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 141.75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 130.41；收盘跌回参考价 138.91 下方；冲高接近目标 148.84 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 20.6}, "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 17.51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 16.17；收盘跌回参考价 17.16 下方；冲高接近目标 18.39 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 52.2}, "flow_momentum": 32.8, "entry_signal_score": 37, "final_score": 44.2}, "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 58.83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 57.65；收盘跌回参考价 57.65 下方；冲高接近目标 61.77 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 46.4}, "flow_momentum": 29.8, "entry_signal_score": 31, "final_score": 43.1}, "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 114.7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 112.41 下方；冲高接近目标 120.44 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": "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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 32.2}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 35.3}, "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 196.82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 181.07；收盘跌回参考价 192.88 下方；冲高接近目标 206.66 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 43.2}, "flow_momentum": 29.8, "entry_signal_score": 33, "final_score": 42.5}, "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 177.88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 174.32；收盘跌回参考价 174.32 下方；冲高接近目标 186.77 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 36.3}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 36.0}, "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 41.21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 37.91；收盘跌回参考价 40.39 下方；冲高接近目标 43.27 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 38.5}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 36.3}, "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 97.39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 89.6；收盘跌回参考价 95.44 下方；冲高接近目标 102.26 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 46.3}, "flow_momentum": 29.8, "entry_signal_score": 33, "final_score": 43.1}, "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 87.97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 86.21；收盘跌回参考价 86.21 下方；冲高接近目标 92.37 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 58.0}, "flow_momentum": 32.8, "entry_signal_score": 44, "final_score": 45.3}, "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 26.66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 26.13；收盘跌回参考价 26.13 下方；冲高接近目标 27.99 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": "+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_empty_pool_fallback
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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 3.0, "emotion_role": 74.6, "timing": 33.4}, "flow_momentum": 29.8, "entry_signal_score": 0, "final_score": 34.4}, "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 47.73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 44.57；收盘跌回参考价 46.78 下方；冲高接近目标 50.12 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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 62.5}, "flow_momentum": 32.8, "entry_signal_score": 63, "final_score": 46.1}, "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 26.77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 26.23；收盘跌回参考价 26.23 下方；冲高接近目标 28.11 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": "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: 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": 68.0, "recall_tags": ["sector_recall", "hot_theme_core", "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": 0.25, "theme_money": 0.28, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.15}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 74.6, "timing": 37.1}, "flow_momentum": 32.8, "entry_signal_score": 0, "final_score": 36.1}, "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 81.19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 74.69；收盘跌回参考价 79.57 下方；冲高接近目标 85.25 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60；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["sector_recall", "moneyflow_support", "theme_leader", "top_theme_member", "hot_theme_core", "volume_active"], "main_net_inflow": 15820.589999999993, "inflow_ratio": 2.2945976568709456, "turnover_rate": 13.5136, "volume_ratio": 1.72, "circ_mv": 261.92360092}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 29.44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 27.08；收盘跌回参考价 28.85 下方；冲高接近目标 30.91 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["sector_recall", "moneyflow_support", "theme_leader", "top_theme_member", "hot_theme_core", "volume_active"], "main_net_inflow": 9394.169999999998, "inflow_ratio": 3.9357397582123665, "turnover_rate": 7.2457, "volume_ratio": 2.0, "circ_mv": 170.93390804999999}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 39.3}, "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 22.13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 21.69；收盘跌回参考价 21.69 下方；冲高接近目标 23.9 后量能衰减；市场温度继续走弱", "risk_note": "突破型需警惕假突破，关注量能是否持续；市场情绪一般，注意仓位控制", "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": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
scan_mode: realtime_today
ts_code: 688783.SH
name: 西安奕材-U
theme_name: 半导体
stock_role: 龙头/前排
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 低于保留线58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 100, "recall_tags": ["sector_recall", "moneyflow_support", "theme_leader", "top_theme_member", "intraday_active", "hot_theme_core", "volume_active"], "main_net_inflow": 3939.2900000000045, "inflow_ratio": 0.9682473162548632, "turnover_rate": 28.8726, "volume_ratio": 1.73, "circ_mv": 70.25636247}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 41.0, "emotion_role": 97.0, "timing": 58.3}, "flow_momentum": 61.0, "entry_signal_score": 51, "final_score": 36.0}, "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 40.19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 36.97；收盘跌回参考价 39.39 下方；冲高接近目标 41.4 后量能衰减；市场温度继续走弱", "risk_note": "突破型需警惕假突破，关注量能是否持续；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
scan_mode: realtime_today
ts_code: 600360.SH
name: 华微电子
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 96.4, "recall_tags": ["sector_recall", "moneyflow_support", "theme_leader", "top_theme_member", "intraday_active", "hot_theme_core"], "main_net_inflow": 17902.76, "inflow_ratio": 6.3328551998344516, "turnover_rate": 12.5179, "volume_ratio": 1.05, "circ_mv": 117.92426333000002}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 78.0, "emotion_role": 95.4, "timing": 38.2}, "flow_momentum": 73.5, "entry_signal_score": 0, "final_score": 47.8}, "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 12.59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 11.58；收盘跌回参考价 12.34 下方；冲高接近目标 12.97 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["sector_recall", "moneyflow_support", "trend_scan", "top_theme_member", "hot_theme_core", "volume_active"], "main_net_inflow": 27292.350000000013, "inflow_ratio": 2.4981434415349133, "turnover_rate": 13.9262, "volume_ratio": 1.57, "circ_mv": 396.71714792999995}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 41.0}, "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 57.32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 52.73；收盘跌回参考价 56.17 下方；冲高接近目标 59.04 后量能衰减；市场温度继续走弱", "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", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 41.5}, "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 127.59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 117.38；收盘跌回参考价 125.04 下方；冲高接近目标 133.97 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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", "moneyflow_support", "top_theme_member", "hot_theme_core", "volume_active"], "main_net_inflow": 4512.159999999998, "inflow_ratio": 1.9393733501727313, "turnover_rate": 21.6841, "volume_ratio": 1.7, "circ_mv": 52.91562}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 36.0}, "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 31.81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 29.27；收盘跌回参考价 31.17 下方；冲高接近目标 33.4 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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", "moneyflow_support", "top_theme_member", "hot_theme_core", "volume_active"], "main_net_inflow": 4296.5599999999995, "inflow_ratio": 2.5686528884611013, "turnover_rate": 9.9118, "volume_ratio": 1.62, "circ_mv": 85.57705003}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 41.3}, "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 34.48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 31.72；收盘跌回参考价 33.79 下方；冲高接近目标 36.2 后量能衰减；市场温度继续走弱", "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", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 20.2}, "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 98.21附近小仓试错", "invalidation_condition": "跌破止损 90.35；收盘跌回参考价 96.25 下方；冲高接近目标 102.9 后量能衰减；市场温度继续走弱", "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", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}, {"label": "位置/买点折扣", "value": "-32%", "reason": "5日涨幅31.53%，位置偏高，避免追高；市场温度一般，等待信号要求提高"}], "risk_tags": ["market_weak", "position_high"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 39.8}, "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 29.8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 27.63；收盘跌回参考价 29.2 下方；冲高接近目标 31.22 后量能衰减；市场温度继续走弱", "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", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 36.5}, "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 75.92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 69.85；收盘跌回参考价 74.4 下方；冲高接近目标 79.72 后量能衰减；市场温度继续走弱", "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", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 26.4}, "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 100.4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 92.37；收盘跌回参考价 98.39 下方；冲高接近目标 105.42 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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", "moneyflow_support", "intraday_active", "top_theme_member", "hot_theme_core"], "main_net_inflow": 10486.860000000002, "inflow_ratio": 3.0690262692782104, "turnover_rate": 6.2821, "volume_ratio": 0.76, "circ_mv": 277.69426173}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 32.7}, "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 46.99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 43.34；收盘跌回参考价 46.05 下方；冲高接近目标 49.34 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 42.5}, "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 35.06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 32.26；收盘跌回参考价 34.36 下方；冲高接近目标 36.81 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 150.24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 138.22；收盘跌回参考价 147.24 下方；冲高接近目标 157.75 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 47.5}, "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 55.56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 54.45；收盘跌回参考价 54.45 下方；冲高接近目标 58.34 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 13525.669999999998, "inflow_ratio": 1.8410551095711774, "turnover_rate": 12.549, "volume_ratio": 0.93, "circ_mv": 304.21450288}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 19.4}, "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 70.0附近小仓试错", "invalidation_condition": "跌破止损 64.4；收盘跌回参考价 68.6 下方；冲高接近目标 73.5 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制；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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}, {"label": "位置/买点折扣", "value": "-32%", "reason": "5日涨幅40.17%，位置偏高，避免追高；市场温度一般，等待信号要求提高"}], "risk_tags": ["market_weak", "position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 37.8}, "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 13.73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 12.63；收盘跌回参考价 13.46 下方；冲高接近目标 14.31 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 7596.07, "inflow_ratio": 1.9643710950370583, "turnover_rate": 4.3972, "volume_ratio": 0.83, "circ_mv": 447.94005845}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 37.2}, "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 316.98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 291.62；收盘跌回参考价 310.64 下方；冲高接近目标 332.83 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 6995.150000000009, "inflow_ratio": 1.29245501267512, "turnover_rate": 11.0728, "volume_ratio": 0.93, "circ_mv": 253.20607264}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 18.4}, "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 174.95附近小仓试错", "invalidation_condition": "跌破止损 160.95；收盘跌回参考价 171.45 下方；冲高接近目标 180.2 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制；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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}, {"label": "位置/买点折扣", "value": "-32%", "reason": "5日涨幅36.59%，位置偏高，避免追高；市场温度一般，等待信号要求提高"}], "risk_tags": ["market_weak", "position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 6650.789999999999, "inflow_ratio": 3.096432402434391, "turnover_rate": 6.0168, "volume_ratio": 0.65, "circ_mv": 182.22465401000002}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 46.7}, "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 16.29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 15.96；收盘跌回参考价 15.96 下方；冲高接近目标 17.1 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 4843.32, "inflow_ratio": 2.6773251402904727, "turnover_rate": 4.3039, "volume_ratio": 0.75, "circ_mv": 214.2596645}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 17.5}, "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 235.21附近小仓试错", "invalidation_condition": "跌破止损 216.39；收盘跌回参考价 230.51 下方；冲高接近目标 244.75 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制；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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}, {"label": "位置/买点折扣", "value": "-32%", "reason": "5日涨幅22.24%，位置偏高，避免追高；市场温度一般，等待信号要求提高"}], "risk_tags": ["market_weak", "position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 4486.919999999998, "inflow_ratio": 2.3355491863091995, "turnover_rate": 9.9324, "volume_ratio": 1.06, "circ_mv": 97.42860527}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 35.8}, "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 27.2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 25.02；收盘跌回参考价 26.66 下方；冲高接近目标 28.56 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 3593.0999999999976, "inflow_ratio": 2.4321868257393056, "turnover_rate": 6.473, "volume_ratio": 0.76, "circ_mv": 115.40925}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.4}, "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 46.81附近关注", "invalidation_condition": "跌破止损 43.07；收盘跌回参考价 45.87 下方；冲高接近目标 49.15 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制；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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}, {"label": "位置/买点折扣", "value": "-21%", "reason": "10日涨幅25.62%，需要承接确认；市场温度一般，等待信号要求提高"}], "risk_tags": ["market_weak", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 3443.58, "inflow_ratio": 2.384978454659901, "turnover_rate": 8.9569, "volume_ratio": 0.97, "circ_mv": 80.71956325}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 31.9}, "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 35.78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 32.92；收盘跌回参考价 35.06 下方；冲高接近目标 37.57 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 17.4}, "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 18.68附近小仓试错", "invalidation_condition": "跌破止损 17.19；收盘跌回参考价 18.31 下方；冲高接近目标 19.24 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制；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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}, {"label": "位置/买点折扣", "value": "-32%", "reason": "5日涨幅29.65%，位置偏高，避免追高；市场温度一般，等待信号要求提高"}], "risk_tags": ["market_weak", "position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 1986.3200000000015, "inflow_ratio": 0.7794395163105197, "turnover_rate": 4.4906, "volume_ratio": 0.69, "circ_mv": 284.05912401}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 38.6}, "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 170.87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 167.45 下方；冲高接近目标 179.37 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 21.8, "emotion_role": 80.0, "timing": 35.7}, "flow_momentum": 53.4, "entry_signal_score": 0, "final_score": 32.4}, "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 101.79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 93.65；收盘跌回参考价 99.75 下方；冲高接近目标 106.88 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 1827.3500000000004, "inflow_ratio": 1.2321992438564349, "turnover_rate": 4.2577, "volume_ratio": 0.59, "circ_mv": 174.48375}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 38.7}, "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 139.23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 136.45；收盘跌回参考价 136.45 下方；冲高接近目标 146.19 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 1693.470000000003, "inflow_ratio": 1.1898846420305496, "turnover_rate": 7.2237, "volume_ratio": 0.9, "circ_mv": 99.166981}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 31.2}, "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 73.5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 67.62；收盘跌回参考价 72.03 下方；冲高接近目标 77.17 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 1324.3800000000003, "inflow_ratio": 2.4398538571053807, "turnover_rate": 4.2216, "volume_ratio": 0.61, "circ_mv": 67.19600903999999}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 25.8}, "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 55.08附近关注", "invalidation_condition": "跌破止损 50.67；收盘跌回参考价 53.98 下方；冲高接近目标 57.83 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制；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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}, {"label": "位置/买点折扣", "value": "-21%", "reason": "10日涨幅31.67%，需要承接确认；市场温度一般，等待信号要求提高"}], "risk_tags": ["market_weak", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 1020.8000000000002, "inflow_ratio": 1.2289378259550516, "turnover_rate": 2.8781, "volume_ratio": 0.84, "circ_mv": 143.80589313000002}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 31.1}, "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 2.42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 2.23；收盘跌回参考价 2.37 下方；冲高接近目标 2.54 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 987.960000000001, "inflow_ratio": 0.6451172668905303, "turnover_rate": 4.6985, "volume_ratio": 0.85, "circ_mv": 167.32396065}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 15.6}, "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 86.0附近小仓试错", "invalidation_condition": "跌破止损 79.12；收盘跌回参考价 84.28 下方；冲高接近目标 88.58 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制；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": "市场温度一般", "value": "最高-12%", "reason": "温度45"}, {"label": "位置/买点折扣", "value": "-32%", "reason": "5日涨幅24.48%，位置偏高，避免追高；市场温度一般，等待信号要求提高"}], "risk_tags": ["market_weak", "position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 731.989999999998, "inflow_ratio": 0.22391193068619664, "turnover_rate": 3.4242, "volume_ratio": 0.77, "circ_mv": 482.65579249999996}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 39.0}, "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 110.98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 108.76；收盘跌回参考价 108.76 下方；冲高接近目标 116.53 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 637.3300000000002, "inflow_ratio": 1.3129930960374325, "turnover_rate": 2.2603, "volume_ratio": 0.74, "circ_mv": 108.97319859}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 24.3}, "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 8.13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 7.97 下方；冲高接近目标 8.54 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 616.1199999999998, "inflow_ratio": 1.4971957347952445, "turnover_rate": 3.7564, "volume_ratio": 0.92, "circ_mv": 55.493128520000006}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 32.7}, "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 40.32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 37.45；收盘跌回参考价 39.51 下方；冲高接近目标 42.34 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 578.74, "inflow_ratio": 0.9712972711068011, "turnover_rate": 2.2816, "volume_ratio": 0.7, "circ_mv": 131.86544251}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 31.2}, "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 51.51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 49.4；收盘跌回参考价 50.48 下方；冲高接近目标 54.09 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 492.5100000000093, "inflow_ratio": 0.07718162801755771, "turnover_rate": 8.797, "volume_ratio": 0.75, "circ_mv": 367.44784094}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 39.4}, "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 112.53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 110.28；收盘跌回参考价 110.28 下方；冲高接近目标 118.16 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 456.1900000000005, "inflow_ratio": 0.11769942782427492, "turnover_rate": 9.8113, "volume_ratio": 0.8, "circ_mv": 199.91187786999998}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.6}, "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 657.62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 644.47；收盘跌回参考价 644.47 下方；冲高接近目标 690.5 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 314.9300000000012, "inflow_ratio": 0.20778088719331397, "turnover_rate": 5.7672, "volume_ratio": 0.58, "circ_mv": 132.17043374000002}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 38.8}, "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 41.21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 40.17；收盘跌回参考价 40.39 下方；冲高接近目标 43.27 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 143.04999999999882, "inflow_ratio": 0.1337861017891039, "turnover_rate": 7.1456, "volume_ratio": 1.1, "circ_mv": 76.94618982}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 66.16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 60.87；收盘跌回参考价 64.84 下方；冲高接近目标 69.47 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 78.4, "recall_tags": ["intraday_active", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 14.0, "emotion_role": 79.3, "timing": 60.0}, "flow_momentum": 38.2, "entry_signal_score": 62, "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 31.56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 29.04；收盘跌回参考价 30.93 下方；冲高接近目标 32.51 后量能衰减；市场温度继续走弱", "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", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 31.5}, "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 19.69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 18.11；收盘跌回参考价 19.3 下方；冲高接近目标 20.67 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 38.9}, "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 94.05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 86.65；收盘跌回参考价 92.17 下方；冲高接近目标 101.57 后量能衰减；市场温度继续走弱", "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", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "+8%", "reason": "launch 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 30.6}, "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 51.17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 47.08；收盘跌回参考价 50.15 下方；冲高接近目标 53.73 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 198.16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 194.2；收盘跌回参考价 194.2 下方；冲高接近目标 208.07 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 72.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 1515.590000000001, "inflow_ratio": 1.246991826291478, "turnover_rate": 1.6021, "volume_ratio": 1.04, "circ_mv": 385.57829079}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 32.0}, "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 15.04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 13.84；收盘跌回参考价 14.74 下方；冲高接近目标 15.49 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 72.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 129.38000000000056, "inflow_ratio": 0.1206908614312572, "turnover_rate": 1.7534, "volume_ratio": 0.98, "circ_mv": 307.90457621}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 29.1}, "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 64.64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 63.35 下方；冲高接近目标 67.87 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 72.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 55.089999999999776, "inflow_ratio": 0.08197064025631826, "turnover_rate": 1.8225, "volume_ratio": 0.83, "circ_mv": 186.60777594}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 23.3}, "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 15.13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 14.68；收盘跌回参考价 14.83 下方；冲高接近目标 15.89 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 72.0, "recall_tags": ["hot_theme_core", "sector_recall", "top_theme_member", "moneyflow_support"], "main_net_inflow": 36.15999999999997, "inflow_ratio": 0.11719465299395704, "turnover_rate": 1.7928, "volume_ratio": 0.83, "circ_mv": 86.85936}, "scores": {"weights": {"catalyst": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 31.3}, "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 70.25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 64.94；收盘跌回参考价 68.84 下方；冲高接近目标 73.76 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 18.99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 17.47；收盘跌回参考价 18.61 下方；冲高接近目标 19.94 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 70.4, "recall_tags": ["intraday_active", "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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "axes": {"catalyst": 0, "theme_money": 59.7, "stock_money": 8.0, "emotion_role": 75.7, "timing": 49.2}, "flow_momentum": 33.2, "entry_signal_score": 37, "final_score": 33.5}, "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 36.2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 33.3；收盘跌回参考价 35.48 下方；冲高接近目标 37.73 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制；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"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 34.8}, "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 69.49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 68.1；收盘跌回参考价 68.1 下方；冲高接近目标 72.96 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.3}, "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 34.23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 33.17；收盘跌回参考价 33.55 下方；冲高接近目标 35.94 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 300.9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 291.68；收盘跌回参考价 294.88 下方；冲高接近目标 315.94 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 17.52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 17.17；收盘跌回参考价 17.17 下方；冲高接近目标 18.4 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 27.6}, "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 37.17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 34.2；收盘跌回参考价 36.43 下方；冲高接近目标 39.03 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 33.5}, "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 177.31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 173.76；收盘跌回参考价 173.76 下方；冲高接近目标 186.18 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 35.2}, "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 88.45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 86.68；收盘跌回参考价 86.68 下方；冲高接近目标 92.87 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.0}, "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 22.68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 22.23 下方；冲高接近目标 23.81 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 455.08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 445.98；收盘跌回参考价 445.98 下方；冲高接近目标 477.83 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 99.41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 91.46；收盘跌回参考价 97.42 下方；冲高接近目标 104.38 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 36.5}, "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 62.26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 61.01；收盘跌回参考价 61.01 下方；冲高接近目标 65.37 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 29.4}, "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 36.26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 33.36；收盘跌回参考价 35.53 下方；冲高接近目标 38.07 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.1}, "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 43.67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 40.18；收盘跌回参考价 42.8 下方；冲高接近目标 45.85 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 27.2}, "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 27.72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 27.17；收盘跌回参考价 27.17 下方；冲高接近目标 29.11 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 23.3}, "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 9.01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 8.72；收盘跌回参考价 8.83 下方；冲高接近目标 9.46 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.0}, "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 47.07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 44.96；收盘跌回参考价 46.13 下方；冲高接近目标 49.42 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.9}, "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 9.65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 8.88；收盘跌回参考价 9.46 下方；冲高接近目标 10.13 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 35.7}, "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 8.31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 8.14；收盘跌回参考价 8.14 下方；冲高接近目标 8.73 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 34.9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 34.2；收盘跌回参考价 34.2 下方；冲高接近目标 36.65 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 29.5}, "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 133.75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 123.05；收盘跌回参考价 131.07 下方；冲高接近目标 140.44 后量能衰减；市场温度继续走弱", "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", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}, {"label": "策略匹配度", "value": "-6%", "reason": "breakout_confirm 与今日策略优先级匹配"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 22.1}, "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 680.1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 659.7；收盘跌回参考价 666.5 下方；冲高接近目标 714.11 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 32.5}, "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 23.85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 23.37；收盘跌回参考价 23.37 下方；冲高接近目标 25.04 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 21.5}, "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 64.32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 62.39；收盘跌回参考价 63.03 下方；冲高接近目标 67.54 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 29.8}, "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 32.51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 29.91；收盘跌回参考价 31.86 下方；冲高接近目标 34.14 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 22.5}, "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 107.93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 104.69；收盘跌回参考价 105.77 下方；冲高接近目标 113.33 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.4}, "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 138.39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 127.32；收盘跌回参考价 135.62 下方；冲高接近目标 145.31 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 21.7}, "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 17.14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 16.17；收盘跌回参考价 16.8 下方；冲高接近目标 18.0 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "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"}, {"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak", "trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 33.9}, "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 57.29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 56.14；收盘跌回参考价 56.14 下方；冲高接近目标 60.15 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 32.9}, "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 110.93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 108.71；收盘跌回参考价 108.71 下方；冲高接近目标 116.48 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 28.5}, "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 197.56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 181.76；收盘跌回参考价 193.61 下方；冲高接近目标 207.44 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 32.3}, "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 172.25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 168.81；收盘跌回参考价 168.81 下方；冲高接近目标 180.86 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 29.3}, "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 39.99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 36.79；收盘跌回参考价 39.19 下方；冲高接近目标 41.99 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 94.86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 87.27；收盘跌回参考价 92.96 下方；冲高接近目标 99.6 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 32.9}, "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 84.79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 83.09；收盘跌回参考价 83.09 下方；冲高接近目标 89.03 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 35.0}, "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 25.93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 25.41；收盘跌回参考价 25.41 下方；冲高接近目标 27.23 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 46.65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 45.72 下方；冲高接近目标 48.98 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 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 25.94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 25.42；收盘跌回参考价 25.42 下方；冲高接近目标 27.24 后量能衰减；市场温度继续走弱", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: morning_open
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58；仅观察档
created_at: 2026-05-29 09:51:56.718002
detail_json:
  {"market": {"temperature": 44.9, "up_count": 2383, "down_count": 3004, "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": 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": 0.28, "theme_money": 0.22, "stock_money": 0.2, "emotion_role": 0.12, "timing": 0.18}, "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": 29.4}, "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 78.37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 72.1；收盘跌回参考价 76.8 下方；冲高接近目标 82.29 后量能衰减；市场温度继续走弱", "risk_note": "市场情绪一般，注意仓位控制", "boosts": [{"label": "板块涨停扩散", "value": "+10%", "reason": "3家涨停"}], "penalties": [{"label": "市场温度一般", "value": "最高-12%", "reason": "温度45"}], "risk_tags": ["market_weak"], "final_outcome": "filtered", "elimination_reason": "低于保留线58；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002164.SZ
name: 宁波东力
theme_name: 机器人装备
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 102.0, "recall_tags": ["top_theme_member", "hot_theme_core", "theme_leader", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 13309.6096, "inflow_ratio": 0, "turnover_rate": 8.9933, "volume_ratio": 3.24, "circ_mv": 63.95402656}, "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": 71.7, "stock_money": 32.0, "emotion_role": 87.0, "timing": 31.5}, "flow_momentum": 71.0, "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 14.66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 13.49；收盘跌回参考价 14.37 下方；冲高接近目标 15.1 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300031.SZ
name: 宝通科技
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 102.0, "recall_tags": ["top_theme_member", "hot_theme_core", "theme_leader", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 9813.060000000001, "inflow_ratio": 5.848540707722142, "turnover_rate": 9.5979, "volume_ratio": 1.77, "circ_mv": 89.84055303}, "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": 42.1, "stock_money": 28.0, "emotion_role": 88.0, "timing": 31.4}, "flow_momentum": 70.0, "entry_signal_score": 0, "final_score": 26.6}, "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 25.46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 23.42；收盘跌回参考价 24.95 下方；冲高接近目标 26.73 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 100, "recall_tags": ["top_theme_member", "hot_theme_core", "realtime_active", "intraday_active", "moneyflow_support", "sector_recall"], "main_net_inflow": 19878.8001, "inflow_ratio": 0, "turnover_rate": 12.2727, "volume_ratio": 1.3, "circ_mv": 242.70191561}, "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": 71.7, "stock_money": 32.0, "emotion_role": 79.0, "timing": 68.5}, "flow_momentum": 66.0, "entry_signal_score": 74, "final_score": 43.0}, "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 33.85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 31.14；收盘跌回参考价 33.17 下方；冲高接近目标 34.87 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": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 600378.SH
name: 昊华科技
theme_name: 化工材料
stock_role: 龙头/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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "化工材料", "matched": true, "stage": "mid", "limit_up_count": 3, "heat_score": 44.3, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 96.0, "recall_tags": ["top_theme_member", "hot_theme_core", "theme_leader", "moneyflow_support", "sector_recall"], "main_net_inflow": 9401.296, "inflow_ratio": 0, "turnover_rate": 6.9329, "volume_ratio": 1.26, "circ_mv": 499.81545916}, "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": 40.6, "stock_money": 28.0, "emotion_role": 88.2, "timing": 60.6}, "flow_momentum": 62.5, "entry_signal_score": 72, "final_score": 18.0}, "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 51.26附近小仓试错", "invalidation_condition": "跌破止损 47.16；收盘跌回参考价 50.23 下方；冲高接近目标 52.8 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；近期涨幅较大(5日20.41%)，追高风险；10日累涨27.78%，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20.41%，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_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603203.SH
name: DR快克智
theme_name: 机器人装备
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "龙头/前排", "recall_score": 94.0, "recall_tags": ["top_theme_member", "hot_theme_core", "theme_leader", "moneyflow_support", "sector_recall"], "main_net_inflow": 15350.9238, "inflow_ratio": 0, "turnover_rate": 4.4896, "volume_ratio": 0.76, "circ_mv": 165.73678713}, "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": 71.7, "stock_money": 26.0, "emotion_role": 84.3, "timing": 33.1}, "flow_momentum": 64.2, "entry_signal_score": 0, "final_score": 39.1}, "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 55.86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 51.39；收盘跌回参考价 54.74 下方；冲高接近目标 58.65 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688400.SH
name: 凌云光
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 9186.8767, "inflow_ratio": 0, "turnover_rate": 6.3716, "volume_ratio": 1.42, "circ_mv": 264.60064474}, "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": 71.7, "stock_money": 28.0, "emotion_role": 73.6, "timing": 26.2}, "flow_momentum": 63.4, "entry_signal_score": 0, "final_score": 30.5}, "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 59.18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 54.45；收盘跌回参考价 58.0 下方；冲高接近目标 62.14 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 7345.330000000003, "inflow_ratio": 2.797237390433765, "turnover_rate": 15.3226, "volume_ratio": 2.0, "circ_mv": 90.38410722}, "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": 71.7, "stock_money": 23.0, "emotion_role": 73.6, "timing": 57.6}, "flow_momentum": 60.4, "entry_signal_score": 45, "final_score": 41.7}, "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 8.65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 8.32；收盘跌回参考价 8.48 下方；冲高接近目标 9.08 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": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002555.SZ
name: 三七互娱
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 6969.47, "inflow_ratio": 4.050070111638184, "turnover_rate": 2.7669, "volume_ratio": 1.43, "circ_mv": 309.53497555999996}, "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": 42.1, "stock_money": 19.0, "emotion_role": 74.6, "timing": 27.3}, "flow_momentum": 59.4, "entry_signal_score": 0, "final_score": 28.2}, "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 19.21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 18.63；收盘跌回参考价 18.83 下方；冲高接近目标 20.17 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 5455.369999999999, "inflow_ratio": 2.2195975831259203, "turnover_rate": 10.1811, "volume_ratio": 1.62, "circ_mv": 123.4981479}, "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": 71.7, "stock_money": 24.0, "emotion_role": 73.6, "timing": 33.6}, "flow_momentum": 60.4, "entry_signal_score": 0, "final_score": 30.4}, "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 56.16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 51.67；收盘跌回参考价 55.04 下方；冲高接近目标 58.97 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 301510.SZ
name: 固高科技
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 3887.29, "inflow_ratio": 3.3298586718786876, "turnover_rate": 6.0664, "volume_ratio": 1.2, "circ_mv": 97.705741}, "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": 71.7, "stock_money": 24.0, "emotion_role": 73.6, "timing": 22.2}, "flow_momentum": 60.4, "entry_signal_score": 0, "final_score": 29.5}, "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 35.05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 32.25；收盘跌回参考价 34.35 下方；冲高接近目标 36.8 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002624.SZ
name: 完美世界
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 8105.6322, "inflow_ratio": 0, "turnover_rate": 5.6435, "volume_ratio": 1.4, "circ_mv": 255.15153252}, "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": 42.1, "stock_money": 28.0, "emotion_role": 74.6, "timing": 22.8}, "flow_momentum": 62.4, "entry_signal_score": 0, "final_score": 24.3}, "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 14.52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 13.36；收盘跌回参考价 14.23 下方；冲高接近目标 15.25 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603583.SH
name: XD捷昌驱
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 2338.4800000000005, "inflow_ratio": 3.7421739328032, "turnover_rate": 3.161, "volume_ratio": 2.59, "circ_mv": 99.80467995}, "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": 71.7, "stock_money": 18.0, "emotion_role": 73.6, "timing": 32.0}, "flow_momentum": 55.4, "entry_signal_score": 0, "final_score": 29.3}, "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 26.36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 24.25；收盘跌回参考价 25.83 下方；冲高接近目标 27.68 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 1662.3099999999995, "inflow_ratio": 0.7459262833799216, "turnover_rate": 4.6674, "volume_ratio": 1.89, "circ_mv": 243.70003738000003}, "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": 71.7, "stock_money": 14.0, "emotion_role": 73.6, "timing": 44.7}, "flow_momentum": 55.4, "entry_signal_score": 35, "final_score": 31.5}, "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 16.0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 15.43；收盘跌回参考价 15.68 下方；冲高接近目标 16.8 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": [], "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_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002605.SZ
name: 姚记科技
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 1112.3999999999999, "inflow_ratio": 3.2437161019420304, "turnover_rate": 2.6272, "volume_ratio": 1.44, "circ_mv": 64.93793338}, "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": 42.1, "stock_money": 9.0, "emotion_role": 74.6, "timing": 26.4}, "flow_momentum": 48.4, "entry_signal_score": 0, "final_score": 26.2}, "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 18.94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 18.2；收盘跌回参考价 18.56 下方；冲高接近目标 19.89 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300400.SZ
name: 劲拓股份
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 883.1899999999996, "inflow_ratio": 0.7443118324335527, "turnover_rate": 8.22, "volume_ratio": 1.55, "circ_mv": 71.939665}, "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": 71.7, "stock_money": 14.0, "emotion_role": 73.6, "timing": 31.9}, "flow_momentum": 52.4, "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 30.98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 28.5；收盘跌回参考价 30.36 下方；冲高接近目标 32.53 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603015.SH
name: 弘讯科技
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 546.4, "inflow_ratio": 1.095783819340063, "turnover_rate": 4.8273, "volume_ratio": 1.52, "circ_mv": 52.103829100000006}, "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": 71.7, "stock_money": 14.0, "emotion_role": 73.6, "timing": 23.2}, "flow_momentum": 52.4, "entry_signal_score": 0, "final_score": 19.6}, "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 12.82附近小仓试错", "invalidation_condition": "跌破止损 11.79；收盘跌回参考价 12.56 下方；冲高接近目标 13.23 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅18.91%，位置偏高，避免追高"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688306.SH
name: 均普智能
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 515.4200000000001, "inflow_ratio": 1.059391011516782, "turnover_rate": 2.2116, "volume_ratio": 1.88, "circ_mv": 113.61615900000001}, "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": 71.7, "stock_money": 9.0, "emotion_role": 73.6, "timing": 31.6}, "flow_momentum": 52.4, "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 9.38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 8.63；收盘跌回参考价 9.19 下方；冲高接近目标 9.85 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300278.SZ
name: 华昌达
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 398.89, "inflow_ratio": 0.8415823410542556, "turnover_rate": 3.6971, "volume_ratio": 2.02, "circ_mv": 65.68014538999999}, "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": 71.7, "stock_money": 18.0, "emotion_role": 73.6, "timing": 27.6}, "flow_momentum": 52.4, "entry_signal_score": 0, "final_score": 29.0}, "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 4.72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 4.34；收盘跌回参考价 4.63 下方；冲高接近目标 4.96 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688698.SH
name: 伟创电气
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 88.0, "recall_tags": ["top_theme_member", "hot_theme_core", "moneyflow_support", "sector_recall", "volume_active"], "main_net_inflow": 72.60000000000127, "inflow_ratio": 0.05464112783502689, "turnover_rate": 4.7585, "volume_ratio": 1.78, "circ_mv": 142.34654698999998}, "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": 71.7, "stock_money": 14.0, "emotion_role": 73.6, "timing": 28.2}, "flow_momentum": 52.4, "entry_signal_score": 0, "final_score": 28.4}, "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 67.68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 62.27；收盘跌回参考价 66.33 下方；冲高接近目标 71.06 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300747.SZ
name: 锐科激光
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 13171.89, "inflow_ratio": 2.094434502652482, "turnover_rate": 12.8169, "volume_ratio": 1.12, "circ_mv": 241.83237034}, "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": 71.7, "stock_money": 22.0, "emotion_role": 70.0, "timing": 23.6}, "flow_momentum": 58.4, "entry_signal_score": 0, "final_score": 28.1}, "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 45.4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 41.77；收盘跌回参考价 44.49 下方；冲高接近目标 47.67 后量能衰减", "risk_note": "注意设好止损，控制仓位", "boosts": [], "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_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300486.SZ
name: 东杰智能
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 5312.219999999999, "inflow_ratio": 2.5893490718162675, "turnover_rate": 7.7108, "volume_ratio": 0.66, "circ_mv": 134.27705585}, "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": 71.7, "stock_money": 18.0, "emotion_role": 70.0, "timing": 23.5}, "flow_momentum": 55.4, "entry_signal_score": 0, "final_score": 34.4}, "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 27.13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 24.96；收盘跌回参考价 26.59 下方；冲高接近目标 28.49 后量能衰减", "risk_note": "10日累涨21.86%，警惕回调", "boosts": [], "penalties": [], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688003.SH
name: XD天准科
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 5009.570000000001, "inflow_ratio": 3.276112415746492, "turnover_rate": 3.717, "volume_ratio": 0.92, "circ_mv": 204.036525}, "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": 71.7, "stock_money": 18.0, "emotion_role": 70.0, "timing": 33.5}, "flow_momentum": 52.4, "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 108.27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 99.61；收盘跌回参考价 106.1 下方；冲高接近目标 113.68 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300315.SZ
name: 掌趣科技
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 3425.9700000000007, "inflow_ratio": 6.180738945743607, "turnover_rate": 2.4993, "volume_ratio": 1.14, "circ_mv": 111.31682255}, "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": 42.1, "stock_money": 21.0, "emotion_role": 71.0, "timing": 25.6}, "flow_momentum": 54.4, "entry_signal_score": 0, "final_score": 22.9}, "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 4.4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 4.19；收盘跌回参考价 4.31 下方；冲高接近目标 4.62 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002558.SZ
name: 巨人网络
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 3395.0800000000017, "inflow_ratio": 1.5752430155277726, "turnover_rate": 2.2084, "volume_ratio": 1.07, "circ_mv": 490.15493232000006}, "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": 42.1, "stock_money": 13.0, "emotion_role": 71.0, "timing": 25.6}, "flow_momentum": 51.4, "entry_signal_score": 0, "final_score": 21.6}, "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 25.24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 24.48；收盘跌回参考价 24.74 下方；冲高接近目标 26.5 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002527.SZ
name: 新时达
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 3220.31, "inflow_ratio": 2.5027613214178133, "turnover_rate": 8.0301, "volume_ratio": 1.01, "circ_mv": 81.60751607}, "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": 71.7, "stock_money": 18.0, "emotion_role": 70.0, "timing": 35.5}, "flow_momentum": 55.4, "entry_signal_score": 0, "final_score": 35.6}, "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 15.78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 14.52；收盘跌回参考价 15.46 下方；冲高接近目标 16.25 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688170.SH
name: 德龙激光
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 2753.0099999999984, "inflow_ratio": 1.5445445767242287, "turnover_rate": 10.9922, "volume_ratio": 1.18, "circ_mv": 82.84304}, "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": 71.7, "stock_money": 8.0, "emotion_role": 70.0, "timing": 54.4}, "flow_momentum": 47.4, "entry_signal_score": 43, "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 80.2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 78.6；收盘跌回参考价 78.6 下方；冲高接近目标 84.21 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": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300002.SZ
name: 神州泰岳
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 2458.9900000000002, "inflow_ratio": 3.6351146107957573, "turnover_rate": 2.3423, "volume_ratio": 1.19, "circ_mv": 143.49580079}, "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": 42.1, "stock_money": 3.0, "emotion_role": 71.0, "timing": 23.1}, "flow_momentum": 43.4, "entry_signal_score": 0, "final_score": 19.7}, "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 7.78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 7.5；收盘跌回参考价 7.62 下方；冲高接近目标 8.17 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002517.SZ
name: 恺英网络
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 2178.9299999999994, "inflow_ratio": 1.303345182650943, "turnover_rate": 2.8699, "volume_ratio": 1.08, "circ_mv": 287.51899163}, "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": 42.1, "stock_money": 3.0, "emotion_role": 71.0, "timing": 17.8}, "flow_momentum": 43.4, "entry_signal_score": 0, "final_score": 19.3}, "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 15.1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 14.65；收盘跌回参考价 14.8 下方；冲高接近目标 15.86 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300459.SZ
name: 汤姆猫
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 2148.76, "inflow_ratio": 3.852459251524662, "turnover_rate": 2.226, "volume_ratio": 0.91, "circ_mv": 124.5845602}, "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": 42.1, "stock_money": 3.0, "emotion_role": 71.0, "timing": 22.0}, "flow_momentum": 43.4, "entry_signal_score": 0, "final_score": 19.7}, "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 3.81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 3.66；收盘跌回参考价 3.73 下方；冲高接近目标 4.0 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603444.SH
name: 吉比特
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 1073.0900000000001, "inflow_ratio": 0.9693001508205709, "turnover_rate": 2.2768, "volume_ratio": 1.16, "circ_mv": 241.31607602}, "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": 42.1, "stock_money": 3.0, "emotion_role": 71.0, "timing": 21.7}, "flow_momentum": 43.4, "entry_signal_score": 0, "final_score": 19.6}, "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 331.89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 321.93；收盘跌回参考价 325.25 下方；冲高接近目标 348.48 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300467.SZ
name: 迅游科技
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 690.6399999999999, "inflow_ratio": 2.3379459900082797, "turnover_rate": 2.5904, "volume_ratio": 0.8, "circ_mv": 56.939201800000006}, "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": 42.1, "stock_money": 3.0, "emotion_role": 71.0, "timing": 22.0}, "flow_momentum": 43.4, "entry_signal_score": 0, "final_score": 19.7}, "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 33.02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 32.03；收盘跌回参考价 32.36 下方；冲高接近目标 34.67 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 605288.SH
name: 凯迪股份
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 539.09, "inflow_ratio": 1.4475587868528828, "turnover_rate": 2.6498, "volume_ratio": 1.0, "circ_mv": 69.95321581}, "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": 71.7, "stock_money": 3.0, "emotion_role": 70.0, "timing": 23.9}, "flow_momentum": 44.4, "entry_signal_score": 0, "final_score": 31.4}, "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 104.18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 95.85；收盘跌回参考价 102.1 下方；冲高接近目标 109.39 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688097.SH
name: 博众精工
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 185.83999999999924, "inflow_ratio": 0.08963319121314947, "turnover_rate": 3.3494, "volume_ratio": 0.83, "circ_mv": 307.1450496}, "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": 71.7, "stock_money": 8.0, "emotion_role": 70.0, "timing": 33.4}, "flow_momentum": 44.4, "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 68.43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 62.96；收盘跌回参考价 67.06 下方；冲高接近目标 71.85 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 920593.BJ
name: 鼎智科技
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 80.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "volume_active"], "main_net_inflow": 0.0, "inflow_ratio": 0.0, "turnover_rate": 6.2086, "volume_ratio": 2.98, "circ_mv": 51.23045781}, "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": 71.7, "stock_money": 18.0, "emotion_role": 70.0, "timing": 32.3}, "flow_momentum": 44.4, "entry_signal_score": 0, "final_score": 23.1}, "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 36.78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 33.84；收盘跌回参考价 36.04 下方；冲高接近目标 37.88 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688160.SH
name: 步科股份
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "volume_active"], "main_net_inflow": -195.91999999999916, "inflow_ratio": -0.1421244058623845, "turnover_rate": 6.594, "volume_ratio": 1.81, "circ_mv": 110.81529132}, "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": 71.7, "stock_money": 14.0, "emotion_role": 68.2, "timing": 32.6}, "flow_momentum": 34.9, "entry_signal_score": 0, "final_score": 28.1}, "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 122.69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 112.87；收盘跌回参考价 120.24 下方；冲高接近目标 128.82 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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: launch
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "volume_active"], "main_net_inflow": -1129.1399999999994, "inflow_ratio": -0.49852263100424504, "turnover_rate": 10.5348, "volume_ratio": 1.91, "circ_mv": 109.99104142}, "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": 71.7, "stock_money": 14.0, "emotion_role": 68.2, "timing": 44.4}, "flow_momentum": 34.9, "entry_signal_score": 33, "final_score": 29.0}, "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 33.94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 31.83；收盘跌回参考价 33.26 下方；冲高接近目标 36.28 后量能衰减", "risk_note": "启动型整理可能延长，注意时间成本", "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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688320.SH
name: 禾川科技
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -1589.8700000000001, "inflow_ratio": -2.8710716600430986, "turnover_rate": 4.8497, "volume_ratio": 1.38, "circ_mv": 58.21576901}, "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": 71.7, "stock_money": 14.0, "emotion_role": 68.2, "timing": 25.7}, "flow_momentum": 31.9, "entry_signal_score": 0, "final_score": 27.5}, "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 39.34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 36.19；收盘跌回参考价 38.55 下方；冲高接近目标 41.31 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688686.SH
name: 奥普特
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -2023.9, "inflow_ratio": -1.9791138412410207, "turnover_rate": 3.082, "volume_ratio": 1.36, "circ_mv": 168.63603372}, "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": 71.7, "stock_money": 14.0, "emotion_role": 68.2, "timing": 64.1}, "flow_momentum": 28.9, "entry_signal_score": 51, "final_score": 39.6}, "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 135.4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 132.69；收盘跌回参考价 132.69 下方；冲高接近目标 142.17 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": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "volume_active"], "main_net_inflow": -2115.420000000001, "inflow_ratio": -1.9480835216567314, "turnover_rate": 5.3116, "volume_ratio": 2.07, "circ_mv": 106.547476}, "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": 71.7, "stock_money": 18.0, "emotion_role": 68.2, "timing": 33.8}, "flow_momentum": 34.9, "entry_signal_score": 0, "final_score": 28.8}, "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 21.14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 19.45；收盘跌回参考价 20.72 下方；冲高接近目标 22.2 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688518.SH
name: 联赢激光
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -2232.8100000000004, "inflow_ratio": -1.483245407194479, "turnover_rate": 8.2877, "volume_ratio": 1.27, "circ_mv": 91.54339048}, "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": 71.7, "stock_money": 14.0, "emotion_role": 68.2, "timing": 28.8}, "flow_momentum": 31.9, "entry_signal_score": 0, "final_score": 27.7}, "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 26.72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 24.58；收盘跌回参考价 26.19 下方；冲高接近目标 28.06 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 301029.SZ
name: 怡合达
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "volume_active"], "main_net_inflow": -2428.0700000000006, "inflow_ratio": -1.562297218476914, "turnover_rate": 6.0044, "volume_ratio": 1.52, "circ_mv": 133.94542301}, "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": 71.7, "stock_money": 14.0, "emotion_role": 68.2, "timing": 23.5}, "flow_momentum": 31.9, "entry_signal_score": 0, "final_score": 27.3}, "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 29.83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 27.44；收盘跌回参考价 29.23 下方；冲高接近目标 30.94 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "volume_active"], "main_net_inflow": -2728.580000000001, "inflow_ratio": -4.93437482933188, "turnover_rate": 4.6706, "volume_ratio": 2.29, "circ_mv": 59.23386703999999}, "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": 71.7, "stock_money": 18.0, "emotion_role": 68.2, "timing": 30.3}, "flow_momentum": 34.9, "entry_signal_score": 0, "final_score": 28.5}, "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 29.04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 26.72；收盘跌回参考价 28.46 下方；冲高接近目标 30.49 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688559.SH
name: 海目星
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 76.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "volume_active"], "main_net_inflow": -6930.299999999997, "inflow_ratio": -1.7174665327844212, "turnover_rate": 11.9406, "volume_ratio": 2.6, "circ_mv": 169.61584152}, "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": 71.7, "stock_money": 6.0, "emotion_role": 68.2, "timing": 32.1}, "flow_momentum": 31.9, "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 69.03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 63.51；收盘跌回参考价 67.65 下方；冲高接近目标 72.48 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688188.SH
name: 柏楚电子
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 72.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 2914.119999999999, "inflow_ratio": 2.3386639138874235, "turnover_rate": 1.3758, "volume_ratio": 1.14, "circ_mv": 455.18018008}, "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": 71.7, "stock_money": 3.0, "emotion_role": 66.4, "timing": 25.2}, "flow_momentum": 39.4, "entry_signal_score": 0, "final_score": 25.4}, "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 155.53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 147.51；收盘跌回参考价 152.42 下方；冲高接近目标 163.31 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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: none
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 72.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 267.5900000000001, "inflow_ratio": 1.3373227956088598, "turnover_rate": 1.6452, "volume_ratio": 1.17, "circ_mv": 61.10944897}, "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": 71.7, "stock_money": 3.0, "emotion_role": 66.4, "timing": 26.2}, "flow_momentum": 39.4, "entry_signal_score": 0, "final_score": 25.5}, "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 62.45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 57.45；收盘跌回参考价 61.2 下方；冲高接近目标 65.57 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 600633.SH
name: 浙数文化
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 72.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "moneyflow_support"], "main_net_inflow": 198.68000000000018, "inflow_ratio": 0.5740670110837587, "turnover_rate": 1.1605, "volume_ratio": 0.82, "circ_mv": 149.12555791}, "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": 42.1, "stock_money": 3.0, "emotion_role": 67.4, "timing": 20.3}, "flow_momentum": 38.4, "entry_signal_score": 0, "final_score": 19.1}, "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 11.46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 11.12；收盘跌回参考价 11.23 下方；冲高接近目标 12.03 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -62.50999999999965, "inflow_ratio": -0.11368685319118807, "turnover_rate": 3.3604, "volume_ratio": 1.12, "circ_mv": 82.739379}, "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": 71.7, "stock_money": 8.0, "emotion_role": 64.6, "timing": 23.3}, "flow_momentum": 23.8, "entry_signal_score": 0, "final_score": 25.9}, "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 60.01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 55.21；收盘跌回参考价 58.81 下方；冲高接近目标 63.01 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300043.SZ
name: 星辉娱乐
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -175.2499999999999, "inflow_ratio": -0.5981420564345746, "turnover_rate": 2.5515, "volume_ratio": 1.04, "circ_mv": 57.20254105}, "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": 42.1, "stock_money": 3.0, "emotion_role": 65.6, "timing": 24.8}, "flow_momentum": 22.8, "entry_signal_score": 0, "final_score": 19.2}, "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 4.62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 4.44；收盘跌回参考价 4.53 下方；冲高接近目标 4.85 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall", "volume_active"], "main_net_inflow": -297.9699999999998, "inflow_ratio": -0.8150841864312564, "turnover_rate": 1.7679, "volume_ratio": 1.71, "circ_mv": 104.77779020999999}, "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": 71.7, "stock_money": 9.0, "emotion_role": 64.6, "timing": 28.2}, "flow_momentum": 23.8, "entry_signal_score": 0, "final_score": 26.4}, "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 12.76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 11.74；收盘跌回参考价 12.5 下方；冲高接近目标 13.4 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002174.SZ
name: 游族网络
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -633.9300000000001, "inflow_ratio": -1.1237183941460926, "turnover_rate": 2.6693, "volume_ratio": 0.91, "circ_mv": 104.68279159000001}, "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": 42.1, "stock_money": 3.0, "emotion_role": 65.6, "timing": 24.9}, "flow_momentum": 22.8, "entry_signal_score": 0, "final_score": 19.2}, "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 10.96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 10.49；收盘跌回参考价 10.74 下方；冲高接近目标 11.51 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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: pullback
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -978.3599999999994, "inflow_ratio": -1.853347679810868, "turnover_rate": 5.2519, "volume_ratio": 1.12, "circ_mv": 50.92301777}, "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": 71.7, "stock_money": 8.0, "emotion_role": 64.6, "timing": 55.6}, "flow_momentum": 26.8, "entry_signal_score": 45, "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 44.79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 43.18；收盘跌回参考价 43.89 下方；冲高接近目标 46.61 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": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300461.SZ
name: 田中精机
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -1318.98, "inflow_ratio": -2.0196077950999496, "turnover_rate": 4.7405, "volume_ratio": 0.97, "circ_mv": 69.76793127}, "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": 71.7, "stock_money": 8.0, "emotion_role": 64.6, "timing": 23.4}, "flow_momentum": 26.8, "entry_signal_score": 0, "final_score": 25.9}, "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 50.19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 46.17；收盘跌回参考价 49.19 下方；冲高接近目标 52.7 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688312.SH
name: 燕麦科技
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -1340.5599999999993, "inflow_ratio": -1.4398873146610691, "turnover_rate": 3.8493, "volume_ratio": 0.75, "circ_mv": 119.27927549}, "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": 71.7, "stock_money": 8.0, "emotion_role": 64.6, "timing": 25.4}, "flow_momentum": 23.8, "entry_signal_score": 0, "final_score": 26.0}, "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 80.8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 78.01；收盘跌回参考价 79.18 下方；冲高接近目标 84.84 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
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: breakout_confirm
elimination_reason: 低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -1963.5899999999983, "inflow_ratio": -1.1939812966705339, "turnover_rate": 6.1503, "volume_ratio": 1.14, "circ_mv": 134.59483339}, "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": 71.7, "stock_money": 8.0, "emotion_role": 64.6, "timing": 55.6}, "flow_momentum": 26.8, "entry_signal_score": 66, "final_score": 16.3}, "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 110.82附近小仓试错", "invalidation_condition": "跌破止损 101.95；收盘跌回参考价 108.6 下方；冲高接近目标 114.14 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28.06%)，追高风险；10日累涨22.62%，警惕回调", "boosts": [], "penalties": [{"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅28.06%，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_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603283.SH
name: 赛腾股份
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -1997.4800000000014, "inflow_ratio": -0.9539101347006238, "turnover_rate": 6.1392, "volume_ratio": 1.06, "circ_mv": 172.91412219}, "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": 71.7, "stock_money": 8.0, "emotion_role": 64.6, "timing": 21.2}, "flow_momentum": 26.8, "entry_signal_score": 0, "final_score": 25.7}, "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 47.28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 45.86；收盘跌回参考价 46.33 下方；冲高接近目标 49.64 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 301021.SZ
name: 英诺激光
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -2397.749999999998, "inflow_ratio": -1.339228938135972, "turnover_rate": 6.0101, "volume_ratio": 0.84, "circ_mv": 144.77502454}, "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": 71.7, "stock_money": 8.0, "emotion_role": 64.6, "timing": 59.4}, "flow_momentum": 26.8, "entry_signal_score": 55, "final_score": 37.3}, "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 91.69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 89.86；收盘跌回参考价 89.86 下方；冲高接近目标 96.27 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": [], "penalties": [], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002334.SZ
name: 英威腾
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -4289.9400000000005, "inflow_ratio": -3.738367110693291, "turnover_rate": 8.4561, "volume_ratio": 1.12, "circ_mv": 67.40060902}, "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": 71.7, "stock_money": 8.0, "emotion_role": 64.6, "timing": 28.5}, "flow_momentum": 26.8, "entry_signal_score": 0, "final_score": 26.3}, "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 9.17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 8.44；收盘跌回参考价 8.99 下方；冲高接近目标 9.45 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688025.SH
name: 杰普特
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -5480.029999999999, "inflow_ratio": -1.6634051355834707, "turnover_rate": 4.4909, "volume_ratio": 1.02, "circ_mv": 355.48484202000003}, "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": 71.7, "stock_money": 0, "emotion_role": 64.6, "timing": 30.2}, "flow_momentum": 20.8, "entry_signal_score": 0, "final_score": 30.6}, "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 359.6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 348.81；收盘跌回参考价 352.41 下方；冲高接近目标 377.58 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 301312.SZ
name: 智立方
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -6525.429999999999, "inflow_ratio": -5.204250791193377, "turnover_rate": 8.4151, "volume_ratio": 0.99, "circ_mv": 73.34635318999999}, "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": 71.7, "stock_money": 0, "emotion_role": 64.6, "timing": 22.9}, "flow_momentum": 20.8, "entry_signal_score": 0, "final_score": 24.5}, "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 83.11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 80.62；收盘跌回参考价 81.45 下方；冲高接近目标 87.27 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300418.SZ
name: 昆仑万维
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -9046.310000000001, "inflow_ratio": -2.3241429040447312, "turnover_rate": 4.0888, "volume_ratio": 0.86, "circ_mv": 476.00619853999996}, "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": 42.1, "stock_money": 0, "emotion_role": 65.6, "timing": 18.6}, "flow_momentum": 19.8, "entry_signal_score": 0, "final_score": 18.2}, "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 39.76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 38.57；收盘跌回参考价 38.96 下方；冲高接近目标 41.75 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002975.SZ
name: 博杰股份
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -24603.899999999994, "inflow_ratio": -5.279405133678024, "turnover_rate": 12.4923, "volume_ratio": 0.97, "circ_mv": 181.74686440000002}, "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": 71.7, "stock_money": 0, "emotion_role": 64.6, "timing": 37.0}, "flow_momentum": 17.8, "entry_signal_score": 0, "final_score": 31.3}, "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 123.6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 113.71；收盘跌回参考价 121.13 下方；冲高接近目标 129.78 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002957.SZ
name: 科瑞技术
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 68.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -29163.309999999998, "inflow_ratio": -6.213386777734755, "turnover_rate": 9.0958, "volume_ratio": 0.97, "circ_mv": 252.04455452}, "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": 71.7, "stock_money": 0, "emotion_role": 64.6, "timing": 54.7}, "flow_momentum": 20.8, "entry_signal_score": 47, "final_score": 29.4}, "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 57.08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 55.94；收盘跌回参考价 55.94 下方；冲高接近目标 59.93 后量能衰减", "risk_note": "回踩型可能继续下探支撑，注意止损纪律；10日累涨37.92%，警惕回调", "boosts": [], "penalties": [{"label": "位置/买点折扣", "value": "-11%", "reason": "10日涨幅37.92%，需要承接确认；回踩型买点且位置安全，优先级上调"}], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603025.SH
name: 大豪科技
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62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "机器人装备", "matched": true, "stage": "early", "limit_up_count": 0, "heat_score": 70.6, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 60.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -278.7100000000001, "inflow_ratio": -0.8143500451718697, "turnover_rate": 1.0269, "volume_ratio": 0.99, "circ_mv": 169.14915288}, "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": 71.7, "stock_money": 3.0, "emotion_role": 61.0, "timing": 21.8}, "flow_momentum": 18.8, "entry_signal_score": 0, "final_score": 24.5}, "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 15.0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 14.33；收盘跌回参考价 14.7 下方；冲高接近目标 15.75 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002919.SZ
name: 名臣健康
theme_name: 传媒游戏
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: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "传媒游戏", "matched": true, "stage": "early", "limit_up_count": 1, "heat_score": 52.7, "catalyst_reasons": []}, "stock": {"role": "主题前排", "recall_score": 60.0, "recall_tags": ["top_theme_member", "hot_theme_core", "sector_recall"], "main_net_inflow": -295.2900000000003, "inflow_ratio": -1.5354193141804144, "turnover_rate": 1.6962, "volume_ratio": 0.71, "circ_mv": 55.932873820000005}, "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": 42.1, "stock_money": 3.0, "emotion_role": 62.0, "timing": 25.4}, "flow_momentum": 17.8, "entry_signal_score": 0, "final_score": 18.8}, "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 21.37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 20.69；收盘跌回参考价 20.94 下方；冲高接近目标 22.44 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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688507.SH
name: 索辰科技
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 111.0, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 2553.2272, "inflow_ratio": 0, "turnover_rate": 15.52, "volume_ratio": null, "circ_mv": 107.87548443}, "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": 3.0, "emotion_role": 40.0, "timing": 30.3}, "flow_momentum": 30.0, "entry_signal_score": 0, "final_score": 6.9}, "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 219.1附近小仓试错", "invalidation_condition": "跌破止损 201.57；收盘跌回参考价 214.72 下方；冲高接近目标 225.67 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"}, {"label": "位置/买点折扣", "value": "-28%", "reason": "5日涨幅19.66%，位置偏高，避免追高"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688549.SH
name: 中巨芯-U
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 110.3, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 11780.7108, "inflow_ratio": 0, "turnover_rate": 11.64, "volume_ratio": null, "circ_mv": 103.9558716}, "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": 22.0, "emotion_role": 40.0, "timing": 23.0}, "flow_momentum": 47.0, "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 17.64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 16.23；收盘跌回参考价 17.29 下方；冲高接近目标 18.52 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"}, {"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300303.SZ
name: 聚飞光电
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 107.9, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 18177.4187, "inflow_ratio": 0, "turnover_rate": 10.43, "volume_ratio": null, "circ_mv": 130.73883882}, "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": 26.0, "emotion_role": 40.0, "timing": 18.0}, "flow_momentum": 51.0, "entry_signal_score": 0, "final_score": 12.1}, "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 9.84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 9.05；收盘跌回参考价 9.64 下方；冲高接近目标 10.33 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"}, {"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300164.SZ
name: 通源石油
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 104.3, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 1844.4475, "inflow_ratio": 0, "turnover_rate": 11.39, "volume_ratio": null, "circ_mv": 59.13757289}, "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": 8.0, "emotion_role": 40.0, "timing": 20.3}, "flow_momentum": 33.0, "entry_signal_score": 0, "final_score": 9.8}, "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 10.14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 9.33；收盘跌回参考价 9.94 下方；冲高接近目标 10.65 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"}, {"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002342.SZ
name: 巨力索具
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 103.0, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 13656.1929, "inflow_ratio": 0, "turnover_rate": 9.06, "volume_ratio": null, "circ_mv": 113.894517}, "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": 22.0, "emotion_role": 40.0, "timing": 21.4}, "flow_momentum": 47.0, "entry_signal_score": 0, "final_score": 11.8}, "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 11.93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 10.98；收盘跌回参考价 11.69 下方；冲高接近目标 12.53 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"}, {"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}], "risk_tags": ["trend_under_pressure"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300319.SZ
name: 麦捷科技
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 103.0, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": -34578.3056, "inflow_ratio": 0, "turnover_rate": 18.05, "volume_ratio": null, "circ_mv": 204.20505076}, "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": 0, "emotion_role": 40.0, "timing": 64.2}, "flow_momentum": 8.0, "entry_signal_score": 70, "final_score": 6.7}, "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 24.23附近小仓试错", "invalidation_condition": "跌破止损 22.29；收盘跌回参考价 23.75 下方；冲高接近目标 24.96 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52.71%)，追高风险；10日累涨57.68%，警惕回调", "boosts": [], "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52.71%，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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603773.SH
name: 沃格光电
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 100, "recall_tags": ["intraday_active", "trend_scan", "realtime_active"], "main_net_inflow": 22307.240000000005, "inflow_ratio": 2.35, "turnover_rate": 15.9243, "volume_ratio": 1.07, "circ_mv": 297.44803009000003}, "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": 21.0, "emotion_role": 40.0, "timing": 61.9}, "flow_momentum": 53.0, "entry_signal_score": 70, "final_score": 8.2}, "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 140.99附近小仓试错", "invalidation_condition": "跌破止损 129.71；收盘跌回参考价 138.17 下方；冲高接近目标 145.22 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27.21%)，追高风险；10日累涨65.5%，警惕回调", "boosts": [], "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27.21%，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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603045.SH
name: 福达合金
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 99.6, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 5571.4468, "inflow_ratio": 0, "turnover_rate": 8.27, "volume_ratio": null, "circ_mv": 120.89834535}, "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": 18.0, "emotion_role": 39.8, "timing": 59.9}, "flow_momentum": 40.9, "entry_signal_score": 74, "final_score": 7.9}, "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 89.26附近小仓试错", "invalidation_condition": "跌破止损 82.12；收盘跌回参考价 87.47 下方；冲高接近目标 91.94 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34.1%)，追高风险；10日累涨27.75%，警惕回调", "boosts": [], "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34.1%，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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 600255.SH
name: 鑫科材料
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 98.6, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 7960.6389, "inflow_ratio": 0, "turnover_rate": 16.78, "volume_ratio": null, "circ_mv": 85.06952158}, "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": 13.0, "emotion_role": 39.4, "timing": 24.0}, "flow_momentum": 37.8, "entry_signal_score": 0, "final_score": 6.1}, "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 4.71附近小仓试错", "invalidation_condition": "跌破止损 4.33；收盘跌回参考价 4.62 下方；冲高接近目标 4.85 后量能衰减", "risk_note": "近期涨幅较大(5日26.84%)，追高风险；10日累涨24.03%，警惕回调", "boosts": [], "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26.84%，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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 600552.SH
name: 凯盛科技
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 97.4, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": -4750.7856, "inflow_ratio": 0, "turnover_rate": 14.25, "volume_ratio": null, "circ_mv": 218.58203527}, "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": 8.0, "emotion_role": 38.8, "timing": 66.0}, "flow_momentum": 13.7, "entry_signal_score": 72, "final_score": 7.3}, "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 23.17附近小仓试错", "invalidation_condition": "跌破止损 21.32；收盘跌回参考价 22.71 下方；冲高接近目标 23.87 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；近期涨幅较大(5日21.08%)，追高风险", "boosts": [], "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21.08%，位置偏高，避免追高"}], "risk_tags": ["position_high"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 301319.SZ
name: 唯特偶
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 96.7, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": -4197.6208, "inflow_ratio": 0, "turnover_rate": 8.85, "volume_ratio": null, "circ_mv": 194.25248824}, "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": 8.0, "emotion_role": 38.5, "timing": 27.9}, "flow_momentum": 16.6, "entry_signal_score": 0, "final_score": 10.4}, "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 141.89附近关注", "invalidation_condition": "跌破止损 130.54；收盘跌回参考价 139.05 下方；冲高接近目标 146.15 后量能衰减", "risk_note": "10日累涨34.21%，警惕回调", "boosts": [], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}, {"label": "位置/买点折扣", "value": "-16%", "reason": "10日涨幅34.21%，需要承接确认"}], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 688146.SH
name: 中船特气
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 96.4, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": -74.584, "inflow_ratio": 0, "turnover_rate": 8.71, "volume_ratio": null, "circ_mv": 380.56295733}, "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": 8.0, "emotion_role": 38.4, "timing": 55.6}, "flow_momentum": 16.5, "entry_signal_score": 70, "final_score": 6.9}, "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 262.51附近小仓试错", "invalidation_condition": "跌破止损 241.51；收盘跌回参考价 257.26 下方；冲高接近目标 270.39 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32.32%)，追高风险；10日累涨76.8%，警惕回调", "boosts": [], "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32.32%，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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 600367.SH
name: 红星发展
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: breakout
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 95.7, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": -8805.1536, "inflow_ratio": 0, "turnover_rate": 10.88, "volume_ratio": null, "circ_mv": 170.09843205}, "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": 0, "emotion_role": 38.1, "timing": 65.9}, "flow_momentum": 10.4, "entry_signal_score": 79, "final_score": 6.0}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout", "trigger_condition": "不追高，等待回踩5日/10日线或分时缩量承接后再看；放量突破重新放量确认，参考价 52.83附近小仓试错", "invalidation_condition": "跌破止损 48.6；收盘跌回参考价 51.77 下方；冲高接近目标 55.47 后量能衰减", "risk_note": "突破型需警惕假突破，关注量能是否持续；近期涨幅较大(5日54.21%)，追高风险；10日累涨88.43%，警惕回调", "boosts": [], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}, {"label": "位置/买点折扣", "value": "-35%", "reason": "5日涨幅54.21%，位置偏高，避免追高；突破/启动信号叠加高位，优先等回踩"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300975.SZ
name: 商络电子
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 94.2, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 10137.1616, "inflow_ratio": 0, "turnover_rate": 10.94, "volume_ratio": null, "circ_mv": 229.99505528}, "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": 22.0, "emotion_role": 37.4, "timing": 32.8}, "flow_momentum": 46.2, "entry_signal_score": 0, "final_score": 7.0}, "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 46.74附近小仓试错", "invalidation_condition": "跌破止损 43.0；收盘跌回参考价 45.81 下方；冲高接近目标 48.14 后量能衰减", "risk_note": "近期涨幅较大(5日24.86%)，追高风险；10日累涨96.49%，警惕回调", "boosts": [], "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24.86%，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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002896.SZ
name: 中大力德
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 93.7, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": -10631.8384, "inflow_ratio": 0, "turnover_rate": 13.51, "volume_ratio": null, "circ_mv": 180.21128839}, "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": 0, "emotion_role": 37.2, "timing": 33.5}, "flow_momentum": 7.2, "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 91.7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 84.36；收盘跌回参考价 89.87 下方；冲高接近目标 94.45 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": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603078.SH
name: 江化微
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 92.6, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 3680.9179, "inflow_ratio": 0, "turnover_rate": 8.49, "volume_ratio": null, "circ_mv": 168.52347738}, "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": 18.0, "emotion_role": 36.7, "timing": 65.5}, "flow_momentum": 40.0, "entry_signal_score": 70, "final_score": 9.8}, "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 43.7附近小仓试错", "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", "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19.77%)，追高风险；10日累涨21.34%，警惕回调", "boosts": [], "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19.77%，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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 300503.SZ
name: 昊志机电
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 89.5, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 634.3569, "inflow_ratio": 0, "turnover_rate": 8.67, "volume_ratio": null, "circ_mv": 205.50356443}, "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": 8.0, "emotion_role": 35.3, "timing": 37.1}, "flow_momentum": 31.6, "entry_signal_score": 0, "final_score": 12.8}, "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 85.28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 78.46；收盘跌回参考价 83.57 下方；冲高接近目标 89.54 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": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002138.SZ
name: 顺络电子
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: breakout_confirm
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 89.2, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 22021.9024, "inflow_ratio": 0, "turnover_rate": 9.56, "volume_ratio": null, "circ_mv": 436.57600399}, "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": 26.0, "emotion_role": 35.1, "timing": 64.5}, "flow_momentum": 49.6, "entry_signal_score": 70, "final_score": 15.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "breakout_confirm", "trigger_condition": "等待次日承接确认，板块前排不退潮且突破确认延续后再分批；参考价 57.71附近关注", "invalidation_condition": "跌破止损 53.09；收盘跌回参考价 56.56 下方；冲高接近目标 59.44 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10.45%)，追高风险；10日累涨28.43%，警惕回调", "boosts": [], "penalties": [{"label": "未匹配主线", "value": "-18%", "reason": "主题地位不足"}, {"label": "位置/买点折扣", "value": "-16%", "reason": "10日涨幅28.43%，需要承接确认"}], "risk_tags": ["position_high", "short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 001896.SZ
name: 豫能控股
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 88.5, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 7225.1328, "inflow_ratio": 0, "turnover_rate": 10.3, "volume_ratio": null, "circ_mv": 313.09032892}, "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": 18.0, "emotion_role": 34.8, "timing": 31.1}, "flow_momentum": 39.5, "entry_signal_score": 0, "final_score": 6.5}, "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 20.52附近小仓试错", "invalidation_condition": "跌破止损 18.88；收盘跌回参考价 20.11 下方；冲高接近目标 21.55 后量能衰减", "risk_note": "10日累涨26.14%，警惕回调", "boosts": [], "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21.44%，位置偏高，避免追高"}], "risk_tags": ["short_term_overheat"], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002971.SZ
name: 和远气体
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: reversal
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 87.5, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 3826.1766, "inflow_ratio": 0, "turnover_rate": 7.92, "volume_ratio": null, "circ_mv": 64.03071269}, "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": 18.0, "emotion_role": 34.4, "timing": 46.8}, "flow_momentum": 39.4, "entry_signal_score": 47, "final_score": 15.1}, "decision": {"action_plan": "观察", "signal": "HOLD", "entry_signal_type": "reversal", "trigger_condition": "放量反转成立且不跌破关键价位，参考价 40.94附近分批关注；午后13:30确认不回落再进场，避免早盘追高", "invalidation_condition": "跌破止损 37.66；收盘跌回参考价 40.12 下方；冲高接近目标 44.22 后量能衰减", "risk_note": "反转型可能二次探底，确认底部后再加仓", "boosts": [], "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62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 603005.SH
name: 晶方科技
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 85.2, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 16112.7632, "inflow_ratio": 0, "turnover_rate": 7.92, "volume_ratio": null, "circ_mv": 309.39025733}, "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": 26.0, "emotion_role": 33.3, "timing": 29.8}, "flow_momentum": 49.1, "entry_signal_score": 0, "final_score": 14.9}, "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 47.49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 43.69；收盘跌回参考价 46.54 下方；冲高接近目标 48.91 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": "非主线候选；低于保留线62；仅观察档"}}


scan_session: codex_why_no_recommendation_network
scan_mode: realtime_today
ts_code: 002903.SZ
name: 宇环数控
theme_name: 实时活跃
stock_role: 盘中异动
action_plan: 观察
entry_signal_type: none
elimination_reason: 非主线候选；低于保留线62；仅观察档
created_at: 2026-06-08 10:16:27.366817
detail_json:
  {"market": {"temperature": 68.6, "up_count": 3277, "down_count": 2113, "limit_up_count": 73, "broken_rate": 63.7}, "theme": {"name": "实时活跃", "matched": false, "stage": "mid", "limit_up_count": 0, "heat_score": 30.0, "catalyst_reasons": []}, "stock": {"role": "盘中异动", "recall_score": 83.7, "recall_tags": ["intraday_active", "realtime_active"], "main_net_inflow": 4832.0989, "inflow_ratio": 0, "turnover_rate": 10.27, "volume_ratio": null, "circ_mv": 52.1488358}, "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": 18.0, "emotion_role": 32.7, "timing": 21.3}, "flow_momentum": 38.9, "entry_signal_score": 0, "final_score": 7.4}, "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 48.89附近小仓试错", "invalidation_condition": "跌破止损 44.98；收盘跌回参考价 47.91 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": [], "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18.74%，位置偏高，避免追高"}], "risk_tags": [], "final_outcome": "filtered", "elimination_reason": "非主线候选；低于保留线62；仅观察档"}}


