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            "external_context_covered": false
          },
          {
            "theme": "石墨烯",
            "bucket": "structure_watch",
            "state": "STRUCTURE_WATCH",
            "sector_ret_pct": 2.48,
            "report_score": 124.48,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "机器人智能制造",
            "bucket": "structure_watch",
            "state": "STRUCTURE_WATCH",
            "sector_ret_pct": 2.59,
            "report_score": 114.16,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "电池技术",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.04,
            "report_score": 152.93,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "新能源电力链",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.29,
            "report_score": 145.95,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "电网概念",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.08,
            "report_score": 144.5,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "智能电网",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.04,
            "report_score": 140.06,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "超清视频",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.14,
            "report_score": 115.6,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "科技风格",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 1.79,
            "report_score": 112.99,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "特高压",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.12,
            "report_score": 105.18,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "边缘计算",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 1.95,
            "report_score": 99.82,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "英伟达概念",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.08,
            "report_score": 97.92,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "新型工业化",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.07,
            "report_score": 92.44,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "汽车热管理",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 1.77,
            "report_score": 87.02,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "动力电池回收",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 2.38,
            "report_score": 79.83,
            "limit_up_count": null,
            "external_context_covered": false
          }
        ]
      },
      "risk_findings": [
        {
          "risk": "外部资讯覆盖不完整",
          "severity": "warning",
          "detail": "strict_v1/search_notes 仅覆盖 4/40 个 evidence 主题；未覆盖主题不得借外部资讯确认。",
          "uncovered_themes": [
            "半导体材料设备",
            "题材股",
            "农业资源品",
            "趋势股",
            "氮化镓",
            "碳化硅",
            "荣耀概念",
            "玻璃基板",
            "超级电容",
            "固态电池",
            "锂电池概念",
            "消费电子概念",
            "通信技术",
            "OLED",
            "AI眼镜",
            "LED概念",
            "可控核聚变",
            "AI算力基础设施",
            "光刻机(胶)",
            "3D打印"
          ],
          "action": "require_confirmation"
        },
        {
          "risk": "项目 Gemini Search/grounding 资讯层连续不稳定",
          "severity": "warning",
          "detail": "Gemini provider connectivity 与项目 Gemini Search/grounding external_context strict_v1 稳定性需要分开表述；本 V2 Shadow 不得替代 Strict Gate。",
          "action": "require_confirmation"
        }
      ]
    },
    "gm_sector_coverage": {
      "status": "ok",
      "path": "/Users/tonyyu/sector_wave_agent/reports/audit/20260616_gm_sector_coverage_audit.json",
      "anomalies": []
    },
    "data_integrity": {
      "evidence_pack_ok": true,
      "price_refs_ok": true,
      "technical_facts_ok": true,
      "manifest_ok": true
    },
    "notes": [
      "strict_v1 外部资讯为 partial，仅覆盖：光纤概念, AI光通信链, 复合集流体, 柔性屏(折叠屏)",
      "V2 Shadow 已由 strict_v1 派生，仍有 36/40 个 evidence 主题未被外部资讯覆盖"
    ]
  },
  "external_context": {
    "quality": "Gemini strict_v1=partial; External Context V2 Shadow=partial_from_strict_v1 source=build_v2_shadow_from_strict_v1; Airtap/X=False kept=0 quality=unavailable; cross_verification_json_loaded=False",
    "fallback_used": false
  }
}