{
  "trade_date": "2026-05-21",
  "next_trade_date": "2026-05-22",
  "source": "hermes_deepseek_v4_manual_with_project_skills",
  "external_context_quality": "Gemini strict_v1: Search/grounding 不稳定(quota_exhausted); external_context=unavailable",
  "strict_plan_counts": {
    "active_plan": 0,
    "conditional_plan": 0,
    "observe_only": 36
  },
  "market_summary": "COLD(11),上证-2.04%报4077.28,中证1000-3.39%,涨比12.9%,涨停34跌停28(比1.2x濒临倒挂)。全市场恐慌性下跌,6日完成COLD→HOT→COLD完整轮回。0 triggered+0 near_triggered→主题完全瓦解。forbidden 25只创新高。trade_mode=OBSERVE_ONLY。",
  "theme_summary": [
    "triggered: 0 (全面归零)",
    "near_triggered: 0 (全面归零)",
    "structure_watch: 6 (弱tape仅观察)",
    "forbidden: 25 (Strict Gate全面封杀,创新高)",
    "对比5/20: 中芯概念/光刻机/存储芯片全部退潮"
  ],
  "previous_day_review": {
    "plan_date": "2026-05-20",
    "execution_date": "2026-05-21",
    "plan_counts": {
      "active_plan": 1,
      "conditional_plan": 0,
      "observe_only": 59
    },
    "entry_effective": 0,
    "active_result": "扬杰科技 reclaim_then_invalid(-7.29%), 系统正确未入场",
    "observe_only_result": "仅明阳电路+2.16%唯一正收益, 28/29下跌",
    "key_finding": "COLD暴跌日0 entry_effective, 防守纪律正确"
  },
  "lesson_registry_summary": [
    "热而不稳→COLD crash 第二次验证(2/2): 5/19 HOT(92)→5/21 COLD(11)",
    "COLD市场clean_trigger胜率=0: 正确规避",
    "reclaim_then_invalid: 扬杰科技VWAP回收后反被跌破,系统正确标记",
    "0 active+0 conditional在COLD是正确的: 市场客观条件不满足进攻门槛"
  ],
  "next_validation_tasks": [
    "5/22观察COLD(11)是否延续或反弹",
    "周五效应: 5/22周五+Gemini unavailable=3日周末消息盲区",
    "跟踪forbidden 25是否随市场回暖恢复结构",
    "记录主力净流出是否连续第6日"
  ],
  "next_day_key_watch": [
    "涨比能否回升至>40%",
    "涨停能否恢复至>60",
    "跌停能否降至<15",
    "是否有triggered/near_triggered出现"
  ],
  "active_plan_focus": [],
  "conditional_plan_focus": [],
  "risk_flags": [
    "COLD(11): 系统至今第二差纪录, 急降后可能延续弱势",
    "热而不稳模式2/2验证: HOT(92)→COLD(11)仅2个交易日",
    "周五效应: 5/22周五+external_context unavailable=3日周末消息盲区",
    "涨跌停比1.2x濒临倒挂, 跌停28家扩散风险",
    "主力大概率连续第6日净流出"
  ],
  "execution_discipline": [
    "COLD(11)不主动进攻: 0 active+0 conditional=空仓观察",
    "不抄底,不猜测底部",
    "不临时从observe_only选股升级",
    "等待止跌信号: 涨比>40%/涨停>60/跌停<15连续2日改善"
  ],
  "internet_cross_verification": {
    "status": "partial (internet direct collection blocked)",
    "audit_report": "reports/audit/20260521_cross_verification_internet_vs_evidence.md",
    "key_finding": "热而不稳模式第二次验证(2/2)"
  },
  "output_files": {
    "full_report": "reports/full/20260521_full_report_v2.md",
    "wechat_brief": "reports/wechat/20260521_wechat_brief_v2.txt",
    "agent_summary": "reports/json/20260521_agent_summary_v2.json",
    "cross_verification_audit": "reports/audit/20260521_cross_verification_internet_vs_evidence.md"
  }
}