{
  "trade_date": "2026-05-22",
  "next_trade_date": "2026-05-25",
  "source": "hermes_deepseek_v4_manual_with_project_skills",
  "external_context_quality": "Gemini strict_v1=partial(5 policy,0 overnight); Search/grounding quota_exhausted",
  "strict_plan_counts": {
    "active_plan": 0,
    "conditional_plan": 9,
    "observe_only": 51
  },
  "market_summary": "HOT(95),COLD(11)→HOT(95)单日+84分V型反转。上证+0.87%报4112.90,创业板+2.84%,涨比72.13%,涨停118跌停5。3 triggered(半导体材料设备/复合集流体/混合现实)但0 active;7 near_triggered产出9 conditional。7日完成完整双轮回。",
  "theme_summary": [
    "triggered(3,0 active): 半导体材料设备,复合集流体,混合现实 — FIBER_BUT_NO_PASS",
    "near_triggered(7,9 conditional): AIPC,AI光通信链,AI手机,OLED,网络安全通信,英伟达概念,荣耀概念",
    "structure_watch: 20+集群恢复观察",
    "forbidden: 2 (5/21为25,大幅下降)"
  ],
  "previous_day_review": {
    "plan_date": "2026-05-21",
    "execution_date": "2026-05-22",
    "plan_counts": {
      "active_plan": 0,
      "conditional_plan": 0,
      "observe_only": 6
    },
    "entry_effective": 0,
    "observe_only_result": "6只(2微正/4微跌),0显著表现",
    "key_finding": "COLD(11)底部全面防守正确,V型反弹在周五兑现"
  },
  "lesson_registry_summary": [
    "COLD→HOT单日V型反转(+84分): 系统至今最剧烈逆转",
    "FIBER_TRIGGERED_BUT_NO_PASS: 3 triggered 0 active, V型反弹后板块结构尚薄",
    "HOT(95)极值风险: 前两次HOT极值后2日内均回撤",
    "周末反弹延续性未知: 周一开盘验证"
  ],
  "next_validation_tasks": [
    "周一验证9 conditional是否触发",
    "跟踪3 triggered板块厚度演变",
    "HOT(95)后是否再次出现regime回撤",
    "周末3日消息盲区: 关注海外市场动向"
  ],
  "active_plan_focus": [],
  "conditional_plan_focus": [
    {
      "symbol": "SZSE.002815",
      "name": "崇达技术",
      "theme": "荣耀概念",
      "template": "BREAK",
      "trigger": 16.51,
      "invalid": 16.32
    },
    {
      "symbol": "SHSE.688183",
      "name": "生益电子",
      "theme": "AIPC",
      "template": "BREAK",
      "trigger": 109.76,
      "invalid": 108.33
    },
    {
      "symbol": "SZSE.301622",
      "name": "英思特",
      "theme": "网络安全通信",
      "template": "BREAK",
      "trigger": 61.8,
      "invalid": 60.95
    },
    {
      "symbol": "SZSE.300857",
      "name": "协创数据",
      "theme": "英伟达概念",
      "template": "VWAP_RECLAIM",
      "zone": "260.70~268.52",
      "invalid": 258.75
    },
    {
      "symbol": "SZSE.300560",
      "name": "中富通",
      "theme": "英伟达概念",
      "template": "VWAP_RECLAIM",
      "zone": "16.43~16.79",
      "invalid": 16.34
    },
    {
      "symbol": "SZSE.000823",
      "name": "超声电子",
      "theme": "AI光通信链",
      "template": "VWAP_RECLAIM",
      "zone": "15.86~16.23",
      "invalid": 15.77
    },
    {
      "symbol": "SZSE.300502",
      "name": "新易盛",
      "theme": "AI光通信链",
      "template": "VWAP_RECLAIM",
      "zone": "580.74~595.73",
      "invalid": 576.99
    },
    {
      "symbol": "SZSE.300852",
      "name": "四会富仕",
      "theme": "AI光通信链",
      "template": "VWAP_RECLAIM",
      "zone": "50.28~51.74",
      "invalid": 49.92
    },
    {
      "symbol": "SZSE.300570",
      "name": "太辰光",
      "theme": "AI光通信链",
      "template": "VWAP_RECLAIM",
      "zone": "152.99~158.74",
      "invalid": 151.56
    }
  ],
  "risk_flags": [
    "HOT(95)历史极值: 前两次HOT极值后2日均回撤",
    "跨周末3日消息盲区: 周五收盘→周一开盘",
    "3 triggered但0 active: 板块结构修复滞后",
    "Gemini Search/grounding连续quota_exhausted"
  ],
  "execution_discipline": [
    "跨周末不追高: 周一开盘等确认",
    "HOT(95)极值风险: 不因V型反弹放松9只conditional的三重条件",
    "不临时升级observe_only或从conditional强行挑选",
    "周末如有利空→所有conditional自动降为仅观察"
  ],
  "internet_cross_verification": {
    "status": "partial",
    "audit_report": "reports/audit/20260522_cross_verification_internet_vs_evidence.md",
    "key_finding": "COLD(11)→HOT(95)单日V型反转, 3 triggered 0 active(FIBER模式)"
  },
  "output_files": {
    "full_report": "reports/full/20260522_full_report_v2.md",
    "wechat_brief": "reports/wechat/20260522_wechat_brief_v2.txt",
    "agent_summary": "reports/json/20260522_agent_summary_v2.json",
    "cross_verification_audit": "reports/audit/20260522_cross_verification_internet_vs_evidence.md"
  }
}