{
  "title": "股票 AI 管理台",
  "generated_at": "2026-06-04T17:16:07+08:00",
  "mode": "quick",
  "summary": {
    "holding_count": 10,
    "watch_count": 8,
    "candidate_count": 3,
    "total_value": 3826877.88,
    "total_floating_pnl": 444483.62,
    "best_holding": {
      "code": "600598",
      "name": "北大荒",
      "score": 49.7,
      "rating": "谨慎观察",
      "change_pct": -1.1
    },
    "risk_items": [
      {
        "code": "002241",
        "name": "歌尔股份",
        "score": 36.7,
        "rating": "风险升高",
        "change_pct": -6.98
      },
      {
        "code": "300593",
        "name": "新雷能",
        "score": 36.9,
        "rating": "风险升高",
        "change_pct": 1.64
      },
      {
        "code": "002460",
        "name": "赣锋锂业",
        "score": 38.0,
        "rating": "风险升高",
        "change_pct": -2.91
      },
      {
        "code": "688072",
        "name": "拓荆科技",
        "score": 38.0,
        "rating": "风险升高",
        "change_pct": 1.28
      },
      {
        "code": "002407",
        "name": "多氟多",
        "score": 39.1,
        "rating": "风险升高",
        "change_pct": -1.53
      },
      {
        "code": "600376",
        "name": "首开股份",
        "score": 39.7,
        "rating": "风险升高",
        "change_pct": -4.62
      },
      {
        "code": "688256",
        "name": "寒武纪",
        "score": 43.7,
        "rating": "风险升高",
        "change_pct": -1.39
      },
      {
        "code": "688981",
        "name": "中芯国际",
        "score": 45.4,
        "rating": "谨慎观察",
        "change_pct": 0.66
      }
    ]
  },
  "holdings": [
    {
      "code": "002241",
      "name": "歌尔股份",
      "kind": "holding",
      "priority": 2,
      "sector": "消费电子",
      "thesis": "跟踪消费电子、AI 硬件和声学/VR 产业链复苏。",
      "watch_points": [
        "消费电子订单",
        "AI 硬件需求",
        "毛利率修复"
      ],
      "invalidate_if": [
        "核心客户订单弱于预期",
        "毛利率持续承压"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 4400.0,
          "cost": 28.681
        }
      ],
      "total_quantity": 4400.0,
      "cost": 28.681,
      "quote": {
        "code": "002241",
        "name": "歌尔股份",
        "source": "tencent",
        "price": 24.94,
        "prev_close": 26.81,
        "quote_time": "2026-06-04 16:14:27",
        "change": -1.87,
        "change_pct": -6.98,
        "open": 26.3,
        "high": 26.42,
        "low": 24.9,
        "volume": 2145038.0,
        "amount": 549609.0,
        "turnover_rate": 6.82,
        "pe": 22.28,
        "market_cap": 885.47,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 24.94,
            "prev_close": 26.81,
            "change_pct": -6.98,
            "quote_time": "2026-06-04 16:14:27"
          },
          {
            "source": "sina",
            "price": 24.94,
            "prev_close": 26.81,
            "change_pct": -6.98,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.7641226
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 29.1,
        "catalyst": 0,
        "valuation": 72,
        "risk_penalty": 0.0
      },
      "score": 36.7,
      "rating": "风险升高",
      "view": "盘面走弱，先找原因",
      "position_value": 109736.0,
      "floating_pnl": {
        "amount": -16460.4,
        "pct": -13.04
      }
    },
    {
      "code": "002407",
      "name": "多氟多",
      "kind": "holding",
      "priority": 2,
      "sector": "锂电材料",
      "thesis": "跟踪锂电材料景气、六氟磷酸锂价格和新能源产业链修复。",
      "watch_points": [
        "锂电材料价格",
        "产能利用率",
        "新能源政策"
      ],
      "invalidate_if": [
        "价格继续大幅下行",
        "库存去化不及预期"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 12700.0,
          "cost": 29.517
        }
      ],
      "total_quantity": 12700.0,
      "cost": 29.517,
      "quote": {
        "code": "002407",
        "name": "多氟多",
        "source": "tencent",
        "price": 32.76,
        "prev_close": 33.27,
        "quote_time": "2026-06-04 16:14:42",
        "change": -0.51,
        "change_pct": -1.53,
        "open": 32.85,
        "high": 33.11,
        "low": 32.28,
        "volume": 672603.0,
        "amount": 220249.0,
        "turnover_rate": 6.23,
        "pe": 74.48,
        "market_cap": 389.99,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 32.76,
            "prev_close": 33.27,
            "change_pct": -1.53,
            "quote_time": "2026-06-04 16:14:42"
          },
          {
            "source": "sina",
            "price": 32.76,
            "prev_close": 33.27,
            "change_pct": -1.53,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.58473003333334
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 45.4,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 39.1,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 416052.0,
      "floating_pnl": {
        "amount": 41186.1,
        "pct": 10.99
      }
    },
    {
      "code": "002460",
      "name": "赣锋锂业",
      "kind": "holding",
      "priority": 2,
      "sector": "锂资源",
      "thesis": "跟踪锂价周期和全球锂资源供需。",
      "watch_points": [
        "碳酸锂价格",
        "海外项目进展",
        "新能源车销量"
      ],
      "invalidate_if": [
        "锂价长期低迷",
        "资产减值风险升高"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 9500.0,
          "cost": 61.55
        }
      ],
      "total_quantity": 9500.0,
      "cost": 61.55,
      "quote": {
        "code": "002460",
        "name": "赣锋锂业",
        "source": "tencent",
        "price": 66.79,
        "prev_close": 68.79,
        "quote_time": "2026-06-04 16:14:27",
        "change": -2.0,
        "change_pct": -2.91,
        "open": 68.0,
        "high": 68.27,
        "low": 66.57,
        "volume": 420439.0,
        "amount": 282112.0,
        "turnover_rate": 3.47,
        "pe": 36.79,
        "market_cap": 1400.38,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 66.79,
            "prev_close": 68.79,
            "change_pct": -2.91,
            "quote_time": "2026-06-04 16:14:27"
          },
          {
            "source": "sina",
            "price": 66.79,
            "prev_close": 68.79,
            "change_pct": -2.91,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.92479283333333
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 41.3,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 38.0,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 634505.0,
      "floating_pnl": {
        "amount": 49780.0,
        "pct": 8.51
      }
    },
    {
      "code": "002506",
      "name": "协鑫集成",
      "kind": "holding",
      "priority": 1,
      "sector": "光伏",
      "thesis": "重点跟踪光伏行业出清和公司订单/现金流改善。",
      "watch_points": [
        "光伏组件价格",
        "订单公告",
        "现金流"
      ],
      "invalidate_if": [
        "行业价格战加剧",
        "现金流继续恶化"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 37900.0,
          "cost": 2.981
        },
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 37900.0,
          "cost": 2.981
        }
      ],
      "total_quantity": 75800.0,
      "cost": 2.981,
      "quote": {
        "code": "002506",
        "name": "协鑫集成",
        "source": "tencent",
        "price": 3.49,
        "prev_close": 3.39,
        "quote_time": "2026-06-04 16:14:42",
        "change": 0.1,
        "change_pct": 2.95,
        "open": 3.39,
        "high": 3.49,
        "low": 3.33,
        "volume": 3211939.0,
        "amount": 110456.0,
        "turnover_rate": 5.5,
        "pe": -17.68,
        "market_cap": 204.18,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 3.49,
            "prev_close": 3.39,
            "change_pct": 2.95,
            "quote_time": "2026-06-04 16:14:42"
          },
          {
            "source": "sina",
            "price": 3.49,
            "prev_close": 3.39,
            "change_pct": 2.95,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.78206049999999
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 58.9,
        "catalyst": 0,
        "valuation": 40,
        "risk_penalty": 0.0
      },
      "score": 46.0,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 264542.0,
      "floating_pnl": {
        "amount": 38582.2,
        "pct": 17.07
      }
    },
    {
      "code": "300593",
      "name": "新雷能",
      "kind": "holding",
      "priority": 2,
      "sector": "军工电源",
      "thesis": "跟踪军工订单恢复和高可靠电源需求。",
      "watch_points": [
        "军工订单",
        "业绩预告",
        "毛利率"
      ],
      "invalidate_if": [
        "订单恢复慢",
        "业绩继续下修"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 1100.0,
          "cost": 33.708
        }
      ],
      "total_quantity": 1100.0,
      "cost": 33.708,
      "quote": {
        "code": "300593",
        "name": "新雷能",
        "source": "tencent",
        "price": 35.93,
        "prev_close": 35.35,
        "quote_time": "2026-06-04 16:14:45",
        "change": 0.58,
        "change_pct": 1.64,
        "open": 34.91,
        "high": 37.74,
        "low": 34.56,
        "volume": 328769.0,
        "amount": 119687.0,
        "turnover_rate": 7.3,
        "pe": -100.07,
        "market_cap": 194.92,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 35.93,
            "prev_close": 35.35,
            "change_pct": 1.64,
            "quote_time": "2026-06-04 16:14:45"
          },
          {
            "source": "sina",
            "price": 35.93,
            "prev_close": 35.35,
            "change_pct": 1.64,
            "quote_time": "2026-06-04 15:35:15"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.85511593333333
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 54.9,
        "catalyst": 0,
        "valuation": 40,
        "risk_penalty": 0.0
      },
      "score": 36.9,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 39523.0,
      "floating_pnl": {
        "amount": 2444.2,
        "pct": 6.59
      }
    },
    {
      "code": "600598",
      "name": "北大荒",
      "kind": "holding",
      "priority": 1,
      "sector": "农业",
      "thesis": "防御型持仓，跟踪粮食安全、土地资源和农业政策。",
      "watch_points": [
        "农业政策",
        "粮价",
        "分红"
      ],
      "invalidate_if": [
        "政策预期落空",
        "估值显著透支"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 25000.0,
          "cost": 9.809
        },
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 25000.0,
          "cost": 9.809
        }
      ],
      "total_quantity": 50000.0,
      "cost": 9.809,
      "quote": {
        "code": "600598",
        "name": "北大荒",
        "source": "tencent",
        "price": 14.34,
        "prev_close": 14.5,
        "quote_time": "2026-06-04 16:14:02",
        "change": -0.16,
        "change_pct": -1.1,
        "open": 14.44,
        "high": 14.65,
        "low": 14.24,
        "volume": 167246.0,
        "amount": 24063.0,
        "turnover_rate": 0.94,
        "pe": 21.1,
        "market_cap": 254.92,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 14.34,
            "prev_close": 14.5,
            "change_pct": -1.1,
            "quote_time": "2026-06-04 16:14:02"
          },
          {
            "source": "sina",
            "price": 14.34,
            "prev_close": 14.5,
            "change_pct": -1.1,
            "quote_time": "2026-06-04 15:00:02"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.69338796666667
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 46.7,
        "catalyst": 0,
        "valuation": 72,
        "risk_penalty": 0.0
      },
      "score": 49.7,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 717000.0,
      "floating_pnl": {
        "amount": 226550.0,
        "pct": 46.19
      }
    },
    {
      "code": "688072",
      "name": "拓荆科技",
      "kind": "holding",
      "priority": 2,
      "sector": "半导体设备",
      "thesis": "国产半导体设备核心方向，跟踪先进制程设备订单。",
      "watch_points": [
        "设备订单",
        "先进制程扩产",
        "国产替代"
      ],
      "invalidate_if": [
        "订单增速放缓",
        "估值压力过高"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 344.0,
          "cost": 268.989
        }
      ],
      "total_quantity": 344.0,
      "cost": 268.989,
      "quote": {
        "code": "688072",
        "name": "XD拓荆科",
        "source": "tencent",
        "price": 623.02,
        "prev_close": 615.16,
        "quote_time": "2026-06-04 16:14:55",
        "change": 7.86,
        "change_pct": 1.28,
        "open": 601.0,
        "high": 636.0,
        "low": 596.01,
        "volume": 9121466.0,
        "amount": 565318.0,
        "turnover_rate": 3.23,
        "pe": 107.11,
        "market_cap": 1761.23,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 623.02,
            "prev_close": 615.16,
            "change_pct": 1.28,
            "quote_time": "2026-06-04 16:14:55"
          },
          {
            "source": "sina",
            "price": 623.02,
            "prev_close": 615.16,
            "change_pct": 1.28,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.00136128333334
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 53.8,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 38.0,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 214318.88,
      "floating_pnl": {
        "amount": 121786.66,
        "pct": 131.62
      }
    },
    {
      "code": "688981",
      "name": "中芯国际",
      "kind": "holding",
      "priority": 1,
      "sector": "半导体制造",
      "thesis": "国产晶圆制造核心资产，跟踪产能利用率和先进制程进展。",
      "watch_points": [
        "产能利用率",
        "先进制程",
        "半导体周期"
      ],
      "invalidate_if": [
        "周期下行超预期",
        "估值显著高于基本面"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 500.0,
          "cost": 27.46
        },
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 500.0,
          "cost": 27.46
        }
      ],
      "total_quantity": 1000.0,
      "cost": 27.46,
      "quote": {
        "code": "688981",
        "name": "中芯国际",
        "source": "tencent",
        "price": 134.88,
        "prev_close": 134.0,
        "quote_time": "2026-06-04 16:14:38",
        "change": 0.88,
        "change_pct": 0.66,
        "open": 131.0,
        "high": 137.57,
        "low": 130.0,
        "volume": 77852688.0,
        "amount": 1049329.0,
        "turnover_rate": 3.89,
        "pe": 214.22,
        "market_cap": 10808.59,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 134.88,
            "prev_close": 134.0,
            "change_pct": 0.66,
            "quote_time": "2026-06-04 16:14:38"
          },
          {
            "source": "sina",
            "price": 134.88,
            "prev_close": 134.0,
            "change_pct": 0.66,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.434851650000006
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 52.0,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 45.4,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 134880.0,
      "floating_pnl": {
        "amount": 107420.0,
        "pct": 391.19
      }
    },
    {
      "code": "688256",
      "name": "寒武纪",
      "kind": "holding",
      "priority": 1,
      "sector": "AI 芯片",
      "thesis": "核心 AI 算力芯片方向，跟踪订单、业绩兑现和国产算力政策。",
      "watch_points": [
        "AI 芯片订单",
        "收入增长",
        "国产算力政策",
        "估值压力"
      ],
      "invalidate_if": [
        "业绩兑现弱于预期",
        "重大减持或监管风险",
        "估值过度透支"
      ],
      "accounts": [
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 690.0,
          "cost": 1290.056
        }
      ],
      "total_quantity": 690.0,
      "cost": 1290.056,
      "quote": {
        "code": "688256",
        "name": "寒武纪",
        "source": "tencent",
        "price": 1358.9,
        "prev_close": 1378.1,
        "quote_time": "2026-06-04 16:14:30",
        "change": -19.2,
        "change_pct": -1.39,
        "open": 1365.0,
        "high": 1400.0,
        "low": 1347.0,
        "volume": 8841560.0,
        "amount": 1212111.0,
        "turnover_rate": 1.41,
        "pe": 314.24,
        "market_cap": 8537.87,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 1358.9,
            "prev_close": 1378.1,
            "change_pct": -1.39,
            "quote_time": "2026-06-04 16:14:30"
          },
          {
            "source": "sina",
            "price": 1358.9,
            "prev_close": 1378.1,
            "change_pct": -1.39,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.67413631666667
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 45.8,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 43.7,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 937641.0,
      "floating_pnl": {
        "amount": 47502.36,
        "pct": 5.34
      }
    },
    {
      "code": "600376",
      "name": "首开股份",
      "kind": "holding",
      "priority": 1,
      "sector": "房地产",
      "thesis": "政策博弈和资产修复方向，重点看地产政策与债务风险。",
      "watch_points": [
        "地产政策",
        "销售回款",
        "债务风险",
        "资产处置"
      ],
      "invalidate_if": [
        "流动性风险升高",
        "政策修复不及预期"
      ],
      "accounts": [
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 91500.0,
          "cost": 5.825
        }
      ],
      "total_quantity": 91500.0,
      "cost": 5.825,
      "quote": {
        "code": "600376",
        "name": "首开股份",
        "source": "tencent",
        "price": 3.92,
        "prev_close": 4.11,
        "quote_time": "2026-06-04 16:14:24",
        "change": -0.19,
        "change_pct": -4.62,
        "open": 4.02,
        "high": 4.08,
        "low": 3.9,
        "volume": 1008599.0,
        "amount": 40242.0,
        "turnover_rate": 3.91,
        "pe": -1.6,
        "market_cap": 101.12,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 3.92,
            "prev_close": 4.11,
            "change_pct": -4.62,
            "quote_time": "2026-06-04 16:14:24"
          },
          {
            "source": "sina",
            "price": 3.92,
            "prev_close": 4.11,
            "change_pct": -4.62,
            "quote_time": "2026-06-04 15:00:03"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.91710436666666
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 36.1,
        "catalyst": 0,
        "valuation": 40,
        "risk_penalty": 0.0
      },
      "score": 39.7,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 358680.0,
      "floating_pnl": {
        "amount": -174307.5,
        "pct": -32.7
      }
    }
  ],
  "watchlist": [
    {
      "code": "300308",
      "name": "中际旭创",
      "kind": "watch",
      "priority": 1,
      "sector": "光模块",
      "thesis": "AI 算力光模块核心方向",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "300308",
        "name": "中际旭创",
        "source": "tencent",
        "price": 1280.0,
        "prev_close": 1275.0,
        "quote_time": "2026-06-04 16:14:12",
        "change": 5.0,
        "change_pct": 0.39,
        "open": 1250.0,
        "high": 1290.0,
        "low": 1241.36,
        "volume": 217142.0,
        "amount": 2759472.0,
        "turnover_rate": 1.96,
        "pe": 95.46,
        "market_cap": 14270.85,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 1280.0,
            "prev_close": 1275.0,
            "change_pct": 0.39,
            "quote_time": "2026-06-04 16:14:12"
          },
          {
            "source": "sina",
            "price": 1280.0,
            "prev_close": 1275.0,
            "change_pct": 0.39,
            "quote_time": "2026-06-04 15:35:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.199303099999995
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 51.2,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 45.2,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "603986",
      "name": "兆易创新",
      "kind": "watch",
      "priority": 1,
      "sector": "存储/MCU",
      "thesis": "半导体周期与存储景气跟踪",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "603986",
        "name": "兆易创新",
        "source": "tencent",
        "price": 529.31,
        "prev_close": 492.23,
        "quote_time": "2026-06-04 16:14:05",
        "change": 37.08,
        "change_pct": 7.53,
        "open": 487.05,
        "high": 538.0,
        "low": 485.01,
        "volume": 563351.0,
        "amount": 2930224.0,
        "turnover_rate": 8.44,
        "pe": 129.09,
        "market_cap": 3711.01,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 529.31,
            "prev_close": 492.23,
            "change_pct": 7.53,
            "quote_time": "2026-06-04 16:14:05"
          },
          {
            "source": "sina",
            "price": 529.31,
            "prev_close": 492.23,
            "change_pct": 7.53,
            "quote_time": "2026-06-04 15:00:01"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.4043986
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 72.6,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 51.2,
      "rating": "谨慎观察",
      "view": "盘面走强，确认是否有板块共振",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "688017",
      "name": "绿的谐波",
      "kind": "watch",
      "priority": 2,
      "sector": "机器人",
      "thesis": "机器人核心零部件",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "688017",
        "name": "绿的谐波",
        "source": "tencent",
        "price": 327.5,
        "prev_close": 314.88,
        "quote_time": "2026-06-04 16:14:39",
        "change": 12.62,
        "change_pct": 4.01,
        "open": 310.01,
        "high": 340.6,
        "low": 310.0,
        "volume": 14459629.0,
        "amount": 475901.0,
        "turnover_rate": 7.89,
        "pe": 439.05,
        "market_cap": 600.41,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 327.5,
            "prev_close": 314.88,
            "change_pct": 4.01,
            "quote_time": "2026-06-04 16:14:39"
          },
          {
            "source": "sina",
            "price": 327.5,
            "prev_close": 314.88,
            "change_pct": 4.01,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.94058521666667
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 62.0,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 40.2,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "688795",
      "name": "摩尔线程-U",
      "kind": "watch",
      "priority": 1,
      "sector": "GPU",
      "thesis": "国产 GPU 与算力国产化",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "688795",
        "name": "摩尔线程-U",
        "source": "tencent",
        "price": 655.99,
        "prev_close": 667.85,
        "quote_time": "2026-06-04 16:14:47",
        "change": -11.86,
        "change_pct": -1.78,
        "open": 651.5,
        "high": 676.2,
        "low": 646.0,
        "volume": 2215772.0,
        "amount": 146232.0,
        "turnover_rate": 7.54,
        "pe": -358.97,
        "market_cap": 3083.34,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 655.99,
            "prev_close": 667.85,
            "change_pct": -1.78,
            "quote_time": "2026-06-04 16:14:47"
          },
          {
            "source": "sina",
            "price": 655.99,
            "prev_close": 667.85,
            "change_pct": -1.78,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.910400683333336
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 44.7,
        "catalyst": 0,
        "valuation": 40,
        "risk_penalty": 0.0
      },
      "score": 42.1,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "002050",
      "name": "三花智控",
      "kind": "watch",
      "priority": 1,
      "sector": "机器人/热管理",
      "thesis": "机器人执行链和新能源热管理",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "002050",
        "name": "三花智控",
        "source": "tencent",
        "price": 47.01,
        "prev_close": 45.08,
        "quote_time": "2026-06-04 16:14:42",
        "change": 1.93,
        "change_pct": 4.28,
        "open": 44.6,
        "high": 48.0,
        "low": 44.48,
        "volume": 1670493.0,
        "amount": 783781.0,
        "turnover_rate": 4.53,
        "pe": 48.4,
        "market_cap": 1978.19,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 47.01,
            "prev_close": 45.08,
            "change_pct": 4.28,
            "quote_time": "2026-06-04 16:14:42"
          },
          {
            "source": "sina",
            "price": 47.01,
            "prev_close": 45.08,
            "change_pct": 4.28,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.12088265
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 62.8,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 52.0,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "688041",
      "name": "海光信息",
      "kind": "watch",
      "priority": 1,
      "sector": "国产算力",
      "thesis": "国产 CPU/DCU 核心方向",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "688041",
        "name": "海光信息",
        "source": "tencent",
        "price": 285.79,
        "prev_close": 285.94,
        "quote_time": "2026-06-04 16:14:33",
        "change": -0.15,
        "change_pct": -0.05,
        "open": 283.0,
        "high": 289.55,
        "low": 280.08,
        "volume": 25178291.0,
        "amount": 717631.0,
        "turnover_rate": 1.08,
        "pe": 243.67,
        "market_cap": 6642.73,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 285.79,
            "prev_close": 285.94,
            "change_pct": -0.05,
            "quote_time": "2026-06-04 16:14:33"
          },
          {
            "source": "sina",
            "price": 285.79,
            "prev_close": 285.94,
            "change_pct": -0.05,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.36690981666666
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 49.9,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 44.8,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "002654",
      "name": "万润科技",
      "kind": "watch",
      "priority": 2,
      "sector": "存储/LED",
      "thesis": "存储链弹性观察",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "002654",
        "name": "万润科技",
        "source": "tencent",
        "price": 15.77,
        "prev_close": 15.27,
        "quote_time": "2026-06-04 16:14:54",
        "change": 0.5,
        "change_pct": 3.27,
        "open": 15.0,
        "high": 15.95,
        "low": 14.91,
        "volume": 614427.0,
        "amount": 96534.0,
        "turnover_rate": 7.27,
        "pe": 466.39,
        "market_cap": 133.3,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 15.77,
            "prev_close": 15.27,
            "change_pct": 3.27,
            "quote_time": "2026-06-04 16:14:54"
          },
          {
            "source": "sina",
            "price": 15.77,
            "prev_close": 15.27,
            "change_pct": 3.27,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.11517465
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 59.8,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 39.6,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "601689",
      "name": "拓普集团",
      "kind": "watch",
      "priority": 2,
      "sector": "汽车零部件/机器人",
      "thesis": "特斯拉链和机器人执行部件",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "601689",
        "name": "拓普集团",
        "source": "tencent",
        "price": 67.6,
        "prev_close": 62.63,
        "quote_time": "2026-06-04 16:14:18",
        "change": 4.97,
        "change_pct": 7.94,
        "open": 62.0,
        "high": 68.74,
        "low": 61.9,
        "volume": 694778.0,
        "amount": 463662.0,
        "turnover_rate": 4.0,
        "pe": 42.48,
        "market_cap": 1174.78,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 67.6,
            "prev_close": 62.63,
            "change_pct": 7.94,
            "quote_time": "2026-06-04 16:14:18"
          },
          {
            "source": "sina",
            "price": 67.6,
            "prev_close": 62.63,
            "change_pct": 7.94,
            "quote_time": "2026-06-04 15:00:03"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.810479666666666
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 73.8,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 47.1,
      "rating": "谨慎观察",
      "view": "盘面走强，确认是否有板块共振",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    }
  ],
  "candidates": [
    {
      "code": "002463",
      "name": "沪电股份",
      "kind": "candidate",
      "priority": 2,
      "sector": "PCB",
      "thesis": "AI 服务器产业链",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "002463",
        "name": "沪电股份",
        "source": "tencent",
        "price": 140.82,
        "prev_close": 129.8,
        "quote_time": "2026-06-04 16:14:42",
        "change": 11.02,
        "change_pct": 8.49,
        "open": 127.08,
        "high": 142.78,
        "low": 126.5,
        "volume": 1106358.0,
        "amount": 1506623.0,
        "turnover_rate": 5.75,
        "pe": 62.99,
        "market_cap": 2709.89,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 140.82,
            "prev_close": 129.8,
            "change_pct": 8.49,
            "quote_time": "2026-06-04 16:14:42"
          },
          {
            "source": "sina",
            "price": 140.82,
            "prev_close": 129.8,
            "change_pct": 8.49,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.731580816666664
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 75,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 47.4,
      "rating": "谨慎观察",
      "view": "盘面走强，确认是否有板块共振",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "300502",
      "name": "新易盛",
      "kind": "candidate",
      "priority": 2,
      "sector": "光模块",
      "thesis": "CPO/高速光模块短线弹性",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "300502",
        "name": "新易盛",
        "source": "tencent",
        "price": 775.94,
        "prev_close": 782.25,
        "quote_time": "2026-06-04 16:14:09",
        "change": -6.31,
        "change_pct": -0.81,
        "open": 773.46,
        "high": 785.97,
        "low": 764.0,
        "volume": 254101.0,
        "amount": 1966052.0,
        "turnover_rate": 2.86,
        "pe": 71.95,
        "market_cap": 7727.57,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 775.94,
            "prev_close": 782.25,
            "change_pct": -0.81,
            "quote_time": "2026-06-04 16:14:09"
          },
          {
            "source": "sina",
            "price": 775.94,
            "prev_close": 782.25,
            "change_pct": -0.81,
            "quote_time": "2026-06-04 15:35:30"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 64.3786695
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 47.6,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 39.7,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "603019",
      "name": "中科曙光",
      "kind": "candidate",
      "priority": 2,
      "sector": "服务器",
      "thesis": "国产算力基础设施",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "603019",
        "name": "中科曙光",
        "source": "tencent",
        "price": 84.4,
        "prev_close": 86.32,
        "quote_time": "2026-06-04 16:14:28",
        "change": -1.92,
        "change_pct": -2.22,
        "open": 85.0,
        "high": 86.21,
        "low": 84.12,
        "volume": 339375.0,
        "amount": 288318.0,
        "turnover_rate": 2.32,
        "pe": 55.68,
        "market_cap": 1234.87,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 84.4,
            "prev_close": 86.32,
            "change_pct": -2.22,
            "quote_time": "2026-06-04 16:14:28"
          },
          {
            "source": "sina",
            "price": 84.4,
            "prev_close": 86.32,
            "change_pct": -2.22,
            "quote_time": "2026-06-04 15:00:01"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.873728750000005
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 43.3,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 38.5,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    }
  ],
  "stocks": [
    {
      "code": "002241",
      "name": "歌尔股份",
      "kind": "holding",
      "priority": 2,
      "sector": "消费电子",
      "thesis": "跟踪消费电子、AI 硬件和声学/VR 产业链复苏。",
      "watch_points": [
        "消费电子订单",
        "AI 硬件需求",
        "毛利率修复"
      ],
      "invalidate_if": [
        "核心客户订单弱于预期",
        "毛利率持续承压"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 4400.0,
          "cost": 28.681
        }
      ],
      "total_quantity": 4400.0,
      "cost": 28.681,
      "quote": {
        "code": "002241",
        "name": "歌尔股份",
        "source": "tencent",
        "price": 24.94,
        "prev_close": 26.81,
        "quote_time": "2026-06-04 16:14:27",
        "change": -1.87,
        "change_pct": -6.98,
        "open": 26.3,
        "high": 26.42,
        "low": 24.9,
        "volume": 2145038.0,
        "amount": 549609.0,
        "turnover_rate": 6.82,
        "pe": 22.28,
        "market_cap": 885.47,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 24.94,
            "prev_close": 26.81,
            "change_pct": -6.98,
            "quote_time": "2026-06-04 16:14:27"
          },
          {
            "source": "sina",
            "price": 24.94,
            "prev_close": 26.81,
            "change_pct": -6.98,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.7641226
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 29.1,
        "catalyst": 0,
        "valuation": 72,
        "risk_penalty": 0.0
      },
      "score": 36.7,
      "rating": "风险升高",
      "view": "盘面走弱，先找原因",
      "position_value": 109736.0,
      "floating_pnl": {
        "amount": -16460.4,
        "pct": -13.04
      }
    },
    {
      "code": "002407",
      "name": "多氟多",
      "kind": "holding",
      "priority": 2,
      "sector": "锂电材料",
      "thesis": "跟踪锂电材料景气、六氟磷酸锂价格和新能源产业链修复。",
      "watch_points": [
        "锂电材料价格",
        "产能利用率",
        "新能源政策"
      ],
      "invalidate_if": [
        "价格继续大幅下行",
        "库存去化不及预期"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 12700.0,
          "cost": 29.517
        }
      ],
      "total_quantity": 12700.0,
      "cost": 29.517,
      "quote": {
        "code": "002407",
        "name": "多氟多",
        "source": "tencent",
        "price": 32.76,
        "prev_close": 33.27,
        "quote_time": "2026-06-04 16:14:42",
        "change": -0.51,
        "change_pct": -1.53,
        "open": 32.85,
        "high": 33.11,
        "low": 32.28,
        "volume": 672603.0,
        "amount": 220249.0,
        "turnover_rate": 6.23,
        "pe": 74.48,
        "market_cap": 389.99,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 32.76,
            "prev_close": 33.27,
            "change_pct": -1.53,
            "quote_time": "2026-06-04 16:14:42"
          },
          {
            "source": "sina",
            "price": 32.76,
            "prev_close": 33.27,
            "change_pct": -1.53,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.58473003333334
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 45.4,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 39.1,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 416052.0,
      "floating_pnl": {
        "amount": 41186.1,
        "pct": 10.99
      }
    },
    {
      "code": "002460",
      "name": "赣锋锂业",
      "kind": "holding",
      "priority": 2,
      "sector": "锂资源",
      "thesis": "跟踪锂价周期和全球锂资源供需。",
      "watch_points": [
        "碳酸锂价格",
        "海外项目进展",
        "新能源车销量"
      ],
      "invalidate_if": [
        "锂价长期低迷",
        "资产减值风险升高"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 9500.0,
          "cost": 61.55
        }
      ],
      "total_quantity": 9500.0,
      "cost": 61.55,
      "quote": {
        "code": "002460",
        "name": "赣锋锂业",
        "source": "tencent",
        "price": 66.79,
        "prev_close": 68.79,
        "quote_time": "2026-06-04 16:14:27",
        "change": -2.0,
        "change_pct": -2.91,
        "open": 68.0,
        "high": 68.27,
        "low": 66.57,
        "volume": 420439.0,
        "amount": 282112.0,
        "turnover_rate": 3.47,
        "pe": 36.79,
        "market_cap": 1400.38,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 66.79,
            "prev_close": 68.79,
            "change_pct": -2.91,
            "quote_time": "2026-06-04 16:14:27"
          },
          {
            "source": "sina",
            "price": 66.79,
            "prev_close": 68.79,
            "change_pct": -2.91,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.92479283333333
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 41.3,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 38.0,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 634505.0,
      "floating_pnl": {
        "amount": 49780.0,
        "pct": 8.51
      }
    },
    {
      "code": "002506",
      "name": "协鑫集成",
      "kind": "holding",
      "priority": 1,
      "sector": "光伏",
      "thesis": "重点跟踪光伏行业出清和公司订单/现金流改善。",
      "watch_points": [
        "光伏组件价格",
        "订单公告",
        "现金流"
      ],
      "invalidate_if": [
        "行业价格战加剧",
        "现金流继续恶化"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 37900.0,
          "cost": 2.981
        },
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 37900.0,
          "cost": 2.981
        }
      ],
      "total_quantity": 75800.0,
      "cost": 2.981,
      "quote": {
        "code": "002506",
        "name": "协鑫集成",
        "source": "tencent",
        "price": 3.49,
        "prev_close": 3.39,
        "quote_time": "2026-06-04 16:14:42",
        "change": 0.1,
        "change_pct": 2.95,
        "open": 3.39,
        "high": 3.49,
        "low": 3.33,
        "volume": 3211939.0,
        "amount": 110456.0,
        "turnover_rate": 5.5,
        "pe": -17.68,
        "market_cap": 204.18,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 3.49,
            "prev_close": 3.39,
            "change_pct": 2.95,
            "quote_time": "2026-06-04 16:14:42"
          },
          {
            "source": "sina",
            "price": 3.49,
            "prev_close": 3.39,
            "change_pct": 2.95,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.78206049999999
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 58.9,
        "catalyst": 0,
        "valuation": 40,
        "risk_penalty": 0.0
      },
      "score": 46.0,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 264542.0,
      "floating_pnl": {
        "amount": 38582.2,
        "pct": 17.07
      }
    },
    {
      "code": "300593",
      "name": "新雷能",
      "kind": "holding",
      "priority": 2,
      "sector": "军工电源",
      "thesis": "跟踪军工订单恢复和高可靠电源需求。",
      "watch_points": [
        "军工订单",
        "业绩预告",
        "毛利率"
      ],
      "invalidate_if": [
        "订单恢复慢",
        "业绩继续下修"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 1100.0,
          "cost": 33.708
        }
      ],
      "total_quantity": 1100.0,
      "cost": 33.708,
      "quote": {
        "code": "300593",
        "name": "新雷能",
        "source": "tencent",
        "price": 35.93,
        "prev_close": 35.35,
        "quote_time": "2026-06-04 16:14:45",
        "change": 0.58,
        "change_pct": 1.64,
        "open": 34.91,
        "high": 37.74,
        "low": 34.56,
        "volume": 328769.0,
        "amount": 119687.0,
        "turnover_rate": 7.3,
        "pe": -100.07,
        "market_cap": 194.92,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 35.93,
            "prev_close": 35.35,
            "change_pct": 1.64,
            "quote_time": "2026-06-04 16:14:45"
          },
          {
            "source": "sina",
            "price": 35.93,
            "prev_close": 35.35,
            "change_pct": 1.64,
            "quote_time": "2026-06-04 15:35:15"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 61.85511593333333
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 54.9,
        "catalyst": 0,
        "valuation": 40,
        "risk_penalty": 0.0
      },
      "score": 36.9,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 39523.0,
      "floating_pnl": {
        "amount": 2444.2,
        "pct": 6.59
      }
    },
    {
      "code": "600598",
      "name": "北大荒",
      "kind": "holding",
      "priority": 1,
      "sector": "农业",
      "thesis": "防御型持仓，跟踪粮食安全、土地资源和农业政策。",
      "watch_points": [
        "农业政策",
        "粮价",
        "分红"
      ],
      "invalidate_if": [
        "政策预期落空",
        "估值显著透支"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 25000.0,
          "cost": 9.809
        },
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 25000.0,
          "cost": 9.809
        }
      ],
      "total_quantity": 50000.0,
      "cost": 9.809,
      "quote": {
        "code": "600598",
        "name": "北大荒",
        "source": "tencent",
        "price": 14.34,
        "prev_close": 14.5,
        "quote_time": "2026-06-04 16:14:02",
        "change": -0.16,
        "change_pct": -1.1,
        "open": 14.44,
        "high": 14.65,
        "low": 14.24,
        "volume": 167246.0,
        "amount": 24063.0,
        "turnover_rate": 0.94,
        "pe": 21.1,
        "market_cap": 254.92,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 14.34,
            "prev_close": 14.5,
            "change_pct": -1.1,
            "quote_time": "2026-06-04 16:14:02"
          },
          {
            "source": "sina",
            "price": 14.34,
            "prev_close": 14.5,
            "change_pct": -1.1,
            "quote_time": "2026-06-04 15:00:02"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.69338796666667
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 46.7,
        "catalyst": 0,
        "valuation": 72,
        "risk_penalty": 0.0
      },
      "score": 49.7,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 717000.0,
      "floating_pnl": {
        "amount": 226550.0,
        "pct": 46.19
      }
    },
    {
      "code": "688072",
      "name": "拓荆科技",
      "kind": "holding",
      "priority": 2,
      "sector": "半导体设备",
      "thesis": "国产半导体设备核心方向，跟踪先进制程设备订单。",
      "watch_points": [
        "设备订单",
        "先进制程扩产",
        "国产替代"
      ],
      "invalidate_if": [
        "订单增速放缓",
        "估值压力过高"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 344.0,
          "cost": 268.989
        }
      ],
      "total_quantity": 344.0,
      "cost": 268.989,
      "quote": {
        "code": "688072",
        "name": "XD拓荆科",
        "source": "tencent",
        "price": 623.02,
        "prev_close": 615.16,
        "quote_time": "2026-06-04 16:14:55",
        "change": 7.86,
        "change_pct": 1.28,
        "open": 601.0,
        "high": 636.0,
        "low": 596.01,
        "volume": 9121466.0,
        "amount": 565318.0,
        "turnover_rate": 3.23,
        "pe": 107.11,
        "market_cap": 1761.23,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 623.02,
            "prev_close": 615.16,
            "change_pct": 1.28,
            "quote_time": "2026-06-04 16:14:55"
          },
          {
            "source": "sina",
            "price": 623.02,
            "prev_close": 615.16,
            "change_pct": 1.28,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.00136128333334
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 53.8,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 38.0,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 214318.88,
      "floating_pnl": {
        "amount": 121786.66,
        "pct": 131.62
      }
    },
    {
      "code": "688981",
      "name": "中芯国际",
      "kind": "holding",
      "priority": 1,
      "sector": "半导体制造",
      "thesis": "国产晶圆制造核心资产，跟踪产能利用率和先进制程进展。",
      "watch_points": [
        "产能利用率",
        "先进制程",
        "半导体周期"
      ],
      "invalidate_if": [
        "周期下行超预期",
        "估值显著高于基本面"
      ],
      "accounts": [
        {
          "account_id": "credit",
          "account_name": "信用账户",
          "quantity": 500.0,
          "cost": 27.46
        },
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 500.0,
          "cost": 27.46
        }
      ],
      "total_quantity": 1000.0,
      "cost": 27.46,
      "quote": {
        "code": "688981",
        "name": "中芯国际",
        "source": "tencent",
        "price": 134.88,
        "prev_close": 134.0,
        "quote_time": "2026-06-04 16:14:38",
        "change": 0.88,
        "change_pct": 0.66,
        "open": 131.0,
        "high": 137.57,
        "low": 130.0,
        "volume": 77852688.0,
        "amount": 1049329.0,
        "turnover_rate": 3.89,
        "pe": 214.22,
        "market_cap": 10808.59,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 134.88,
            "prev_close": 134.0,
            "change_pct": 0.66,
            "quote_time": "2026-06-04 16:14:38"
          },
          {
            "source": "sina",
            "price": 134.88,
            "prev_close": 134.0,
            "change_pct": 0.66,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.434851650000006
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 52.0,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 45.4,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 134880.0,
      "floating_pnl": {
        "amount": 107420.0,
        "pct": 391.19
      }
    },
    {
      "code": "688256",
      "name": "寒武纪",
      "kind": "holding",
      "priority": 1,
      "sector": "AI 芯片",
      "thesis": "核心 AI 算力芯片方向，跟踪订单、业绩兑现和国产算力政策。",
      "watch_points": [
        "AI 芯片订单",
        "收入增长",
        "国产算力政策",
        "估值压力"
      ],
      "invalidate_if": [
        "业绩兑现弱于预期",
        "重大减持或监管风险",
        "估值过度透支"
      ],
      "accounts": [
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 690.0,
          "cost": 1290.056
        }
      ],
      "total_quantity": 690.0,
      "cost": 1290.056,
      "quote": {
        "code": "688256",
        "name": "寒武纪",
        "source": "tencent",
        "price": 1358.9,
        "prev_close": 1378.1,
        "quote_time": "2026-06-04 16:14:30",
        "change": -19.2,
        "change_pct": -1.39,
        "open": 1365.0,
        "high": 1400.0,
        "low": 1347.0,
        "volume": 8841560.0,
        "amount": 1212111.0,
        "turnover_rate": 1.41,
        "pe": 314.24,
        "market_cap": 8537.87,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 1358.9,
            "prev_close": 1378.1,
            "change_pct": -1.39,
            "quote_time": "2026-06-04 16:14:30"
          },
          {
            "source": "sina",
            "price": 1358.9,
            "prev_close": 1378.1,
            "change_pct": -1.39,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.67413631666667
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 45.8,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 43.7,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 937641.0,
      "floating_pnl": {
        "amount": 47502.36,
        "pct": 5.34
      }
    },
    {
      "code": "600376",
      "name": "首开股份",
      "kind": "holding",
      "priority": 1,
      "sector": "房地产",
      "thesis": "政策博弈和资产修复方向，重点看地产政策与债务风险。",
      "watch_points": [
        "地产政策",
        "销售回款",
        "债务风险",
        "资产处置"
      ],
      "invalidate_if": [
        "流动性风险升高",
        "政策修复不及预期"
      ],
      "accounts": [
        {
          "account_id": "cash",
          "account_name": "普通账户",
          "quantity": 91500.0,
          "cost": 5.825
        }
      ],
      "total_quantity": 91500.0,
      "cost": 5.825,
      "quote": {
        "code": "600376",
        "name": "首开股份",
        "source": "tencent",
        "price": 3.92,
        "prev_close": 4.11,
        "quote_time": "2026-06-04 16:14:24",
        "change": -0.19,
        "change_pct": -4.62,
        "open": 4.02,
        "high": 4.08,
        "low": 3.9,
        "volume": 1008599.0,
        "amount": 40242.0,
        "turnover_rate": 3.91,
        "pe": -1.6,
        "market_cap": 101.12,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 3.92,
            "prev_close": 4.11,
            "change_pct": -4.62,
            "quote_time": "2026-06-04 16:14:24"
          },
          {
            "source": "sina",
            "price": 3.92,
            "prev_close": 4.11,
            "change_pct": -4.62,
            "quote_time": "2026-06-04 15:00:03"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.91710436666666
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 36.1,
        "catalyst": 0,
        "valuation": 40,
        "risk_penalty": 0.0
      },
      "score": 39.7,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 358680.0,
      "floating_pnl": {
        "amount": -174307.5,
        "pct": -32.7
      }
    },
    {
      "code": "300308",
      "name": "中际旭创",
      "kind": "watch",
      "priority": 1,
      "sector": "光模块",
      "thesis": "AI 算力光模块核心方向",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "300308",
        "name": "中际旭创",
        "source": "tencent",
        "price": 1280.0,
        "prev_close": 1275.0,
        "quote_time": "2026-06-04 16:14:12",
        "change": 5.0,
        "change_pct": 0.39,
        "open": 1250.0,
        "high": 1290.0,
        "low": 1241.36,
        "volume": 217142.0,
        "amount": 2759472.0,
        "turnover_rate": 1.96,
        "pe": 95.46,
        "market_cap": 14270.85,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 1280.0,
            "prev_close": 1275.0,
            "change_pct": 0.39,
            "quote_time": "2026-06-04 16:14:12"
          },
          {
            "source": "sina",
            "price": 1280.0,
            "prev_close": 1275.0,
            "change_pct": 0.39,
            "quote_time": "2026-06-04 15:35:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.199303099999995
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 51.2,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 45.2,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "603986",
      "name": "兆易创新",
      "kind": "watch",
      "priority": 1,
      "sector": "存储/MCU",
      "thesis": "半导体周期与存储景气跟踪",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "603986",
        "name": "兆易创新",
        "source": "tencent",
        "price": 529.31,
        "prev_close": 492.23,
        "quote_time": "2026-06-04 16:14:05",
        "change": 37.08,
        "change_pct": 7.53,
        "open": 487.05,
        "high": 538.0,
        "low": 485.01,
        "volume": 563351.0,
        "amount": 2930224.0,
        "turnover_rate": 8.44,
        "pe": 129.09,
        "market_cap": 3711.01,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 529.31,
            "prev_close": 492.23,
            "change_pct": 7.53,
            "quote_time": "2026-06-04 16:14:05"
          },
          {
            "source": "sina",
            "price": 529.31,
            "prev_close": 492.23,
            "change_pct": 7.53,
            "quote_time": "2026-06-04 15:00:01"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.4043986
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 72.6,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 51.2,
      "rating": "谨慎观察",
      "view": "盘面走强，确认是否有板块共振",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "688017",
      "name": "绿的谐波",
      "kind": "watch",
      "priority": 2,
      "sector": "机器人",
      "thesis": "机器人核心零部件",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "688017",
        "name": "绿的谐波",
        "source": "tencent",
        "price": 327.5,
        "prev_close": 314.88,
        "quote_time": "2026-06-04 16:14:39",
        "change": 12.62,
        "change_pct": 4.01,
        "open": 310.01,
        "high": 340.6,
        "low": 310.0,
        "volume": 14459629.0,
        "amount": 475901.0,
        "turnover_rate": 7.89,
        "pe": 439.05,
        "market_cap": 600.41,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 327.5,
            "prev_close": 314.88,
            "change_pct": 4.01,
            "quote_time": "2026-06-04 16:14:39"
          },
          {
            "source": "sina",
            "price": 327.5,
            "prev_close": 314.88,
            "change_pct": 4.01,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.94058521666667
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 62.0,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 40.2,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "688795",
      "name": "摩尔线程-U",
      "kind": "watch",
      "priority": 1,
      "sector": "GPU",
      "thesis": "国产 GPU 与算力国产化",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "688795",
        "name": "摩尔线程-U",
        "source": "tencent",
        "price": 655.99,
        "prev_close": 667.85,
        "quote_time": "2026-06-04 16:14:47",
        "change": -11.86,
        "change_pct": -1.78,
        "open": 651.5,
        "high": 676.2,
        "low": 646.0,
        "volume": 2215772.0,
        "amount": 146232.0,
        "turnover_rate": 7.54,
        "pe": -358.97,
        "market_cap": 3083.34,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 655.99,
            "prev_close": 667.85,
            "change_pct": -1.78,
            "quote_time": "2026-06-04 16:14:47"
          },
          {
            "source": "sina",
            "price": 655.99,
            "prev_close": 667.85,
            "change_pct": -1.78,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 62.910400683333336
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 44.7,
        "catalyst": 0,
        "valuation": 40,
        "risk_penalty": 0.0
      },
      "score": 42.1,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "002050",
      "name": "三花智控",
      "kind": "watch",
      "priority": 1,
      "sector": "机器人/热管理",
      "thesis": "机器人执行链和新能源热管理",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "002050",
        "name": "三花智控",
        "source": "tencent",
        "price": 47.01,
        "prev_close": 45.08,
        "quote_time": "2026-06-04 16:14:42",
        "change": 1.93,
        "change_pct": 4.28,
        "open": 44.6,
        "high": 48.0,
        "low": 44.48,
        "volume": 1670493.0,
        "amount": 783781.0,
        "turnover_rate": 4.53,
        "pe": 48.4,
        "market_cap": 1978.19,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 47.01,
            "prev_close": 45.08,
            "change_pct": 4.28,
            "quote_time": "2026-06-04 16:14:42"
          },
          {
            "source": "sina",
            "price": 47.01,
            "prev_close": 45.08,
            "change_pct": 4.28,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.12088265
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 62.8,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 52.0,
      "rating": "谨慎观察",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "688041",
      "name": "海光信息",
      "kind": "watch",
      "priority": 1,
      "sector": "国产算力",
      "thesis": "国产 CPU/DCU 核心方向",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "688041",
        "name": "海光信息",
        "source": "tencent",
        "price": 285.79,
        "prev_close": 285.94,
        "quote_time": "2026-06-04 16:14:33",
        "change": -0.15,
        "change_pct": -0.05,
        "open": 283.0,
        "high": 289.55,
        "low": 280.08,
        "volume": 25178291.0,
        "amount": 717631.0,
        "turnover_rate": 1.08,
        "pe": 243.67,
        "market_cap": 6642.73,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 285.79,
            "prev_close": 285.94,
            "change_pct": -0.05,
            "quote_time": "2026-06-04 16:14:33"
          },
          {
            "source": "sina",
            "price": 285.79,
            "prev_close": 285.94,
            "change_pct": -0.05,
            "quote_time": "2026-06-04 15:34:59"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.36690981666666
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 49.9,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 44.8,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "002654",
      "name": "万润科技",
      "kind": "watch",
      "priority": 2,
      "sector": "存储/LED",
      "thesis": "存储链弹性观察",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "002654",
        "name": "万润科技",
        "source": "tencent",
        "price": 15.77,
        "prev_close": 15.27,
        "quote_time": "2026-06-04 16:14:54",
        "change": 0.5,
        "change_pct": 3.27,
        "open": 15.0,
        "high": 15.95,
        "low": 14.91,
        "volume": 614427.0,
        "amount": 96534.0,
        "turnover_rate": 7.27,
        "pe": 466.39,
        "market_cap": 133.3,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 15.77,
            "prev_close": 15.27,
            "change_pct": 3.27,
            "quote_time": "2026-06-04 16:14:54"
          },
          {
            "source": "sina",
            "price": 15.77,
            "prev_close": 15.27,
            "change_pct": 3.27,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.11517465
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 59.8,
        "catalyst": 0,
        "valuation": 46,
        "risk_penalty": 0.0
      },
      "score": 39.6,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "601689",
      "name": "拓普集团",
      "kind": "watch",
      "priority": 2,
      "sector": "汽车零部件/机器人",
      "thesis": "特斯拉链和机器人执行部件",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "601689",
        "name": "拓普集团",
        "source": "tencent",
        "price": 67.6,
        "prev_close": 62.63,
        "quote_time": "2026-06-04 16:14:18",
        "change": 4.97,
        "change_pct": 7.94,
        "open": 62.0,
        "high": 68.74,
        "low": 61.9,
        "volume": 694778.0,
        "amount": 463662.0,
        "turnover_rate": 4.0,
        "pe": 42.48,
        "market_cap": 1174.78,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 67.6,
            "prev_close": 62.63,
            "change_pct": 7.94,
            "quote_time": "2026-06-04 16:14:18"
          },
          {
            "source": "sina",
            "price": 67.6,
            "prev_close": 62.63,
            "change_pct": 7.94,
            "quote_time": "2026-06-04 15:00:03"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.810479666666666
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 73.8,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 47.1,
      "rating": "谨慎观察",
      "view": "盘面走强，确认是否有板块共振",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "603019",
      "name": "中科曙光",
      "kind": "candidate",
      "priority": 2,
      "sector": "服务器",
      "thesis": "国产算力基础设施",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "603019",
        "name": "中科曙光",
        "source": "tencent",
        "price": 84.4,
        "prev_close": 86.32,
        "quote_time": "2026-06-04 16:14:28",
        "change": -1.92,
        "change_pct": -2.22,
        "open": 85.0,
        "high": 86.21,
        "low": 84.12,
        "volume": 339375.0,
        "amount": 288318.0,
        "turnover_rate": 2.32,
        "pe": 55.68,
        "market_cap": 1234.87,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 84.4,
            "prev_close": 86.32,
            "change_pct": -2.22,
            "quote_time": "2026-06-04 16:14:28"
          },
          {
            "source": "sina",
            "price": 84.4,
            "prev_close": 86.32,
            "change_pct": -2.22,
            "quote_time": "2026-06-04 15:00:01"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.873728750000005
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 43.3,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 38.5,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "002463",
      "name": "沪电股份",
      "kind": "candidate",
      "priority": 2,
      "sector": "PCB",
      "thesis": "AI 服务器产业链",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "002463",
        "name": "沪电股份",
        "source": "tencent",
        "price": 140.82,
        "prev_close": 129.8,
        "quote_time": "2026-06-04 16:14:42",
        "change": 11.02,
        "change_pct": 8.49,
        "open": 127.08,
        "high": 142.78,
        "low": 126.5,
        "volume": 1106358.0,
        "amount": 1506623.0,
        "turnover_rate": 5.75,
        "pe": 62.99,
        "market_cap": 2709.89,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 140.82,
            "prev_close": 129.8,
            "change_pct": 8.49,
            "quote_time": "2026-06-04 16:14:42"
          },
          {
            "source": "sina",
            "price": 140.82,
            "prev_close": 129.8,
            "change_pct": 8.49,
            "quote_time": "2026-06-04 15:00:00"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 63.731580816666664
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 75,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 47.4,
      "rating": "谨慎观察",
      "view": "盘面走强，确认是否有板块共振",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    },
    {
      "code": "300502",
      "name": "新易盛",
      "kind": "candidate",
      "priority": 2,
      "sector": "光模块",
      "thesis": "CPO/高速光模块短线弹性",
      "watch_points": [],
      "invalidate_if": [],
      "accounts": [],
      "total_quantity": 0,
      "cost": null,
      "quote": {
        "code": "300502",
        "name": "新易盛",
        "source": "tencent",
        "price": 775.94,
        "prev_close": 782.25,
        "quote_time": "2026-06-04 16:14:09",
        "change": -6.31,
        "change_pct": -0.81,
        "open": 773.46,
        "high": 785.97,
        "low": 764.0,
        "volume": 254101.0,
        "amount": 1966052.0,
        "turnover_rate": 2.86,
        "pe": 71.95,
        "market_cap": 7727.57,
        "error": "",
        "cross_quotes": [
          {
            "source": "tencent",
            "price": 775.94,
            "prev_close": 782.25,
            "change_pct": -0.81,
            "quote_time": "2026-06-04 16:14:09"
          },
          {
            "source": "sina",
            "price": 775.94,
            "prev_close": 782.25,
            "change_pct": -0.81,
            "quote_time": "2026-06-04 15:35:30"
          }
        ]
      },
      "data_quality": {
        "ok": true,
        "issues": [],
        "cross_check_count": 2,
        "max_price_gap_pct": 0.0,
        "quote_age_minutes": 64.3786695
      },
      "news": [],
      "announcements": [],
      "sub_scores": {
        "trend": 47.6,
        "catalyst": 0,
        "valuation": 62,
        "risk_penalty": 0.0
      },
      "score": 39.7,
      "rating": "风险升高",
      "view": "继续按观察指标跟踪",
      "position_value": 0.0,
      "floating_pnl": {
        "amount": null,
        "pct": null
      }
    }
  ],
  "events": [
    {
      "created_at": "2026-06-04T17:18:25+08:00",
      "code": "002463",
      "name": "沪电股份",
      "kind": "price",
      "importance": 3,
      "sentiment": "positive",
      "title": "沪电股份 涨跌幅 8.49%",
      "summary": "达到异动阈值 8.0%，需要结合板块和公告确认原因。",
      "url": ""
    },
    {
      "created_at": "2026-06-04T17:17:29+08:00",
      "code": "603986",
      "name": "兆易创新",
      "kind": "price",
      "importance": 3,
      "sentiment": "positive",
      "title": "兆易创新 涨跌幅 7.53%",
      "summary": "达到异动阈值 6.0%，需要结合板块和公告确认原因。",
      "url": ""
    },
    {
      "created_at": "2026-06-04T17:17:19+08:00",
      "code": "600376",
      "name": "首开股份",
      "kind": "price",
      "importance": 3,
      "sentiment": "negative",
      "title": "首开股份 涨跌幅 -4.62%",
      "summary": "达到异动阈值 4.0%，需要结合板块和公告确认原因。",
      "url": ""
    },
    {
      "created_at": "2026-06-04T17:16:12+08:00",
      "code": "002241",
      "name": "歌尔股份",
      "kind": "price",
      "importance": 3,
      "sentiment": "negative",
      "title": "歌尔股份 涨跌幅 -6.98%",
      "summary": "达到异动阈值 5.5%，需要结合板块和公告确认原因。",
      "url": ""
    }
  ],
  "source_health": {
    "quote_sources": {
      "tencent": 21
    },
    "cross_checked_count": 21,
    "quality_issue_count": 0,
    "quality_issues": [],
    "failures": [],
    "note": "Eastmoney is attempted first; Tencent is the current reliable primary on this server; Sina is cross-check/fallback. News and announcements are best-effort."
  },
  "status": {
    "ok": true,
    "generated_at": "2026-06-04T17:16:07+08:00",
    "target_count": 21,
    "failure_count": 0,
    "failures": [],
    "disclaimer": "仅用于研究和提醒，不构成投资建议、买卖指令、目标价或仓位建议。"
  },
  "disclaimer": "仅用于研究和提醒，不构成投资建议、买卖指令、目标价或仓位建议。"
}
