{
  "trade_date": "2026-04-30",
  "source": "manual_minimal_placeholder",
  "status": "minimal",
  "market_risk_regime": "WARM",
  "trade_mode": "CONDITIONAL_OBSERVE_ONLY",
  "theme_opportunity_regime": "NEAR_TRIGGERED_ONLY",
  "regime_mode_conflict": null,
  "summary": "2026-04-30 evidence shows triggered_sectors=0 and near_triggered_sectors=2. Use technical_facts_compact as deterministic candidate source. Do not upgrade structure_watch sectors to active.",
  "watch_stocks": {},
  "outcome_validation_targets": [
    {
      "theme": "半导体材料设备",
      "type": "primary_theme",
      "expected_watch": "near_triggered continuation validation",
      "confirm_metrics": ["sector_rank_today", "sector_ret_pct", "tape_quality", "mid_stock_reclaim"],
      "downgrade_trigger": "sector falls back to structure_watch or weak_tape",
      "related_symbols": [],
      "validation_window": "T+1",
      "source": "evidence_pack"
    },
    {
      "theme": "TOPCon电池",
      "type": "secondary_theme",
      "expected_watch": "near_triggered continuation validation",
      "confirm_metrics": ["sector_ret_pct", "amount_ratio", "mid_stock_reclaim"],
      "downgrade_trigger": "no follow-through after open",
      "related_symbols": [],
      "validation_window": "T+1",
      "source": "evidence_pack"
    }
  ]
}