{
  "trade_date": "2026-05-20",
  "next_trade_date": "2026-05-21",
  "source": "hermes_deepseek_v4_manual_with_project_skills",
  "external_context_quality": "Gemini strict_v1=partial(0 overnight+5 policy, low support weight); Search/grounding quota_exhausted",
  "strict_plan_counts": {
    "active_plan": 1,
    "conditional_plan": 0,
    "observe_only": 59
  },
  "market_summary": "MIXED(59),上证-0.18%报4162.19,创业板+0.34%,涨比30.68%(腰斩自64.67%),涨停62(降自90),跌停22(升自7)。主力连续5日净流出。HOT(92)→MIXED(59)单日急降33分。主题从AI全面切换至半导体：中芯概念triggered(1 active),光刻机/半导体材料/氮化镓near_triggered(0 conditional)。前日ChatGPT概念+AI方向全面退潮。",
  "theme_summary": [
    "triggered: 中芯概念(1 active: 扬杰科技)",
    "near_triggered: 光刻机(胶),半导体材料设备,氮化镓(0 conditional)",
    "structure_watch: 27个集群(电网概念,新能源电力链,AI算力基础设施等)",
    "退潮: ChatGPT概念/AI方向(both active -0.35%~-3.35%), 电力(-4.45%~-5.87%)"
  ],
  "previous_day_review": {
    "plan_date": "2026-05-19",
    "execution_date": "2026-05-20",
    "plan_counts": {
      "active_plan": 2,
      "conditional_plan": 9,
      "observe_only": 49
    },
    "entry_effective": 3,
    "entry_win_rate_pct": 33.33,
    "active_plan_entry": {
      "小商品城": -1.19,
      "天源迪科": "not_triggered"
    },
    "conditional_plan_entry": {
      "威派格": 3.09,
      "致远互联": -0.2
    },
    "giveback_critical_count": 2,
    "formal_missed_momentum": {
      "count": 1,
      "stock": "银之杰",
      "pct": 0.58
    },
    "observe_only_shadow_alpha": {
      "count": 1,
      "stock": "寒武纪",
      "pct": 3.28
    },
    "key_finding": "HOT急降MIXED日clean trigger胜率首次<50%, giveback_critical集中爆发67%"
  },
  "entry_based_outcome_review": {
    "source": "reports/outcome/20260519_plan_20260520_outcome_eval_v1_2_entry_based.md",
    "entry_effective": 3,
    "win_rate": "33.33%",
    "avg_entry_close": "0.57%",
    "avg_mfe": "1.67%",
    "exit_quality_poor": 2
  },
  "lesson_registry_summary": [
    "热而不稳准确兑现: 5/19报告的HOT(92)+主力连4日净流出=回撤Warning在5/20应验",
    "MIXED市场clean_trigger胜率<50%(1/3=33.3%)—vs WARM日100%/HOT日100%",
    "giveback_critical集中爆发: 2/3 entry=67%—HOT→MIXED急降日不适合持仓",
    "PRIOR_BOUNDARY: 小商品城-1.19%再次验证低质",
    "RECLAIM_NO_INVALID: 威派格+3.09%但致远互联-0.20%—分化",
    "存储芯片filtered_noise→near_triggered升级: 连续5日后重大进展, 验证sector mapping修复有效"
  ],
  "next_validation_tasks": [
    "5/21验证扬杰科技(唯一active)是否触发VWAP回收",
    "T+1跟踪小商品城/致远互联是否继续恶化",
    "记录MIXED市场clean_trigger胜率样本",
    "L2 fallback P0: Gemini Search/grounding连续第5日quota_exhausted"
  ],
  "next_day_key_watch": [
    "中芯概念板块是否延续强势(涨停家数/竞价)",
    "扬杰科技是否回到VWAP附近(82.09)并出现收复",
    "光刻机/半导体材料是否从near_triggered升级"
  ],
  "active_plan_focus": [
    {
      "symbol": "SZSE.300373",
      "name": "扬杰科技",
      "theme": "中芯概念",
      "template": "PULLBACK_VWAP_RECLAIM",
      "zone": "81.05~82.72",
      "invalid": 80.63,
      "chase": 85.8
    }
  ],
  "conditional_plan_focus": [],
  "risk_flags": [
    "MIXED(59)急降: HOT(92)→MIXED(59)单日降33分, 涨比腰斩30.68%, 跌停22家",
    "主力连续5日净流出: 热而不稳兑现",
    "前日giveback_critical: 小商品城/致远互联 T+1待观察",
    "Gemini Search/grounding连续第5日quota_exhausted"
  ],
  "execution_discipline": [
    "MIXED(59)降级意识: 1 active≠必须交易",
    "不追高: 超85.80放弃",
    "不抢开盘: 等VWAP回踩后收复确认",
    "不临时升级observe_only"
  ],
  "output_files": {
    "full_report": "reports/full/20260520_full_report_v2.md",
    "wechat_brief": "reports/wechat/20260520_wechat_brief_v2.txt",
    "agent_summary": "reports/json/20260520_agent_summary_v2.json",
    "cross_verification_audit": "reports/audit/20260520_cross_verification_internet_vs_evidence.md"
  },
  "internet_cross_verification": {
    "status": "partial (internet direct collection blocked by JS rendering)",
    "data_sources": [
      "evidence_pack_20260520",
      "gm_sector_coverage_audit_20260520",
      "external_context partial"
    ],
    "index_validation": "self-consistent with MIXED(59) regime",
    "limit_up": 62,
    "limit_down": 22,
    "maior_finding": "存储芯片从filtered_noise升级为near_triggered(13 candidates, 兆易创新涨停), 但0通过Strict Gate",
    "secondary_findings": [
      "光刻机(胶) 27 candidates (13 conditional), 0 strict plan",
      "中芯概念首次triggered, 1 active",
      "电力从structure_watch暴跌至weak_tape"
    ]
  }
}