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            "theme": "无人机",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.46,
            "report_score": 131.3,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "虚拟现实",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.25,
            "report_score": 127.63,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "无人驾驶",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.28,
            "report_score": 116.34,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "智能家居",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.25,
            "report_score": 107.77,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "超清视频",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.64,
            "report_score": 92.11,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "光纤概念",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.47,
            "report_score": 81.53,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "大飞机",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.76,
            "report_score": 73.3,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "机器人智能制造",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.41,
            "report_score": 70.71,
            "limit_up_count": null,
            "external_context_covered": false
          },
          {
            "theme": "工程建设",
            "bucket": "weak_tape_structure",
            "state": "WEAK_TAPE_STRUCTURE",
            "sector_ret_pct": 0.62,
            "report_score": 57.45,
            "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 2/36 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",
            "MiniLED",
            "题材股",
            "OLED",
            "玻璃基板",
            "显示技术",
            "荣耀概念",
            "碳化硅",
            "通信技术",
            "趋势股",
            "消费电子概念",
            "AI眼镜",
            "固态电池",
            "AI算力基础设施",
            "AI光通信链",
            "无线耳机",
            "可控核聚变",
            "传感器",
            "LED概念",
            "AIPC"
          ],
          "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/20260617_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，覆盖范围有限",
      "V2 Shadow 已由 strict_v1 派生，仍有 34/36 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
  }
}