§0Market Theme Overview
- 今日主线: AI_Compute_Semiconductors（broadening，31 条）、Memory_HBM（strengthening，18 条）、Japan_Value_Trading_Houses（weakening，17 条）
- strengthening / broadening: Semiconductors_Broad(5/5)、Memory_Cycle_Divergence(5/5)、Cloud_Software_AI_Apps(5/5)
- weakening: Japan_FX(5/5)、Rates_Duration(5/5)、Private_AI_preIPO(3/5)
- conflicting: AI_Infrastructure(4/5)
- 新出现的相邻主题: Cloud_Software_AI_Apps（← AI_Compute_Semiconductors）、Cybersecurity（← AI_Compute_Semiconductors）、China_Memory_Localization（← Memory_HBM）、Robotics_Automation（← AI_Compute_Semiconductors）
§1Core Theme Tracker
| Seed Theme | State | Momentum | 近5日 | Evidence (今日新增) | Sub-themes | Key Question |
|---|---|---|---|---|---|---|
| AI_Compute_Semiconductors | broadening | 5 | 5→5→5→5→5 | 31 (+12) | Semiconductors_Broad, AI_Infrastructure | 半导体周期位置是否支持维持台/韩/美半导体暴露？ |
| Memory_HBM | strengthening | 5 | 5→5→5→5→5 | 18 (+3) | Memory_Cycle_Divergence | HBM 需求与 commodity memory 供给过剩/中国国产化是否在分化韩国半导体暴露？ |
| Japan_Value_Trading_Houses | weakening | 5 | 4→4→5→4→4 | 17 (+5) | Japan_FX | 日元路径是否改变对冲 vs 不对冲日本 ETF 的相对收益？ |
| China_Internet_Platforms | emerging | 1 | 1→1→1→1→1 | 1 | HK_China_Flow_Policy | southbound 资金流与政策口径是否支持维持港股平台股暴露？ |
| Data_Center_Grid_Infrastructure | emerging | 1 | 1→4→5→1→1 | 1 | Data_Center_Power | 数据中心电力约束是否正在把 AI capex 溢出到电网/工业/公用事业暴露？ |
（今日无证据的种子主题: Gold_Inflation_Real_Assets, Defensive_Cash_Duration, Structured_Yield, Private_AI_PreIPO）
- China_Internet_Platforms 数值锚点（2026-09-18）: Southbound 净流入 HK$11.9亿（买 522 / 卖 510 亿），southbound 买入榜首 Z.AI
- AI_Compute_Semiconductors 数值锚点（2026-09-18）: TWSE 外资净买超 NT$869.9亿
- Japan_Value_Trading_Houses 数值锚点: TSE value-up 已披露公司 2349 家（2026-08-31，月环比 -2）；CFTC 杠杆基金日元净多 23,170 手（2026-09-15，周度）
§2Adjacent Theme Expansion
Cloud_Software_AI_Apps（← AI_Compute_Semiconductors，downstream，distance 1）
- State: broadening（证据 4 条）
- 为什么在动: 今日证据: 仅基于公开标题/摘要；需要人工打开原文阅读。；核心观点（原文摘录）：Despite fears that artificial intelligence (AI) will disrupt the software-as-a-service (S
- 与母主题的结构联系: AI capex 持续性最终取决于软件/应用端收入兑现
- Evidence: Nvidia-backed AI cloud firm Nscale reveals revenue surge in ; How the VFLO Index’s Free Cash Flow Screen Has Captured SaaS; Dollar advances vs yen as BOJ dissent clouds rate-hike outlo
- Leading indicators: 软件厂商 AI 收入披露; IGV/QQQ 相对表现
Cybersecurity（← AI_Compute_Semiconductors，complementary，distance 1）
- State: emerging（证据 1 条）
- 为什么在动: 今日证据: Cybersecurity Sector Valuations Run High as Bernstein Downgrades Three Companies NAI500
- 与母主题的结构联系: AI 部署扩大攻击面并催生治理合规支出
- Evidence: Cybersecurity Sector Valuations Run High as Bernstein Downgr
- Leading indicators: 安全厂商 AI 产品收入; AI 监管进展
China_Memory_Localization（← Memory_HBM，risk_factor，distance 1）
- State: strengthening（证据 9 条）
- 为什么在动: 今日证据: EXCLUSIVE: China's CXMT eyes flash-memory push amid global shortage; firm to take on Samsung, YMTC R；China's premier memory maker CXMT eyes producing flash for SSDs, report claims — 3D NAND research an
- 与母主题的结构联系: CXMT/YMTC 扩产压制 commodity 内存价格
- Evidence: EXCLUSIVE: China's CXMT eyes flash-memory push amid global s; China's premier memory maker CXMT eyes producing flash for S; China’s CXMT eyes flash-memory push amid global shortage - r
- Leading indicators: CXMT 产能与良率; 中国设备进口数据
Robotics_Automation（← AI_Compute_Semiconductors，downstream，distance 2）
- State: strengthening（证据 2 条）
- 为什么在动: 今日证据: Despite fears that artificial intelligence (AI) will disrupt the software-as-a-service (SaaS) busine；This month, we discuss disruptive trends in U.S. Infrastructure, AI, Defense Tech, Space Tech, Genom
- 与母主题的结构联系: 具身智能是算力的下一个负载来源
- Evidence: How the VFLO Index’s Free Cash Flow Screen Has Captured SaaS; The Next Big Theme: September 2026
- Leading indicators: 人形机器人订单; 工业自动化 capex
§3Discovery Themes
Defense_space（discovery，unknown，证据 2 条）
- 在讲什么: 今日证据: 仅基于公开标题/摘要；需要人工打开原文阅读。；核心观点（原文摘录）：Infrastructure Value Chain Gained on Data Center Boom
- Evidence: Japan's Prodrone gears up to mass produce 58,000 drones a ye; The Next Big Theme: September 2026
- 处置: 连续多日活跃可提名进 theme_adjacency.yaml 或 seeds
ETF_Flows_Index_Concentration（discovery，emerging，证据 1 条）
- 在讲什么: 今日证据: 核心观点（原文摘录）：U.S.-listed ETFs have pulled in $1.51 trillion in net inflows so far this year. That alre
- Evidence: US ETF Inflows Hit Record $1.51 Trillion Before Q4
- 处置: 连续多日活跃可提名进 theme_adjacency.yaml 或 seeds
§4Deep Theme Analysis
Theme: Semiconductors_Broad（AI_Compute_Semiconductors / core_seed）
- current_state: broadening（动量 5/5，证据 25 条，今日新增 11；近5日动量 5→5→5→5→5）
- what_changed: Nvidia-backed AI cloud firm Nscale reveals revenue surge in US IPO filing; India's chip ambitions open door for Fujifilm, Tokyo Electron; Thailand must invest in front-end chip production, industry body says
- market_mechanism: 半导体周期位置是否支持维持台/韩/美半导体暴露？
- revenue_profit_transmission: 关注 SMH, SOXX, SOXQ, XSD 的收入/利润端传导（财报与指引是确认路径）
- valuation_transmission: 关注估值倍数是否随证据密度重估（对照可比与历史区间）
- supporting_evidence: Nvidia-backed AI cloud firm Nscale reveals revenue surg; Intel vs. SK Hynix: Which Chip Stock Is Worth Chasing A; Japan chip gear maker Screen to expand into India, eyei
- contradicting_evidence: （无）
- sell_side_consensus: 共识方向 up；看多: J.P. Morgan: 5 big analyst AI moves: JPMorgan upgrades Meta, names KLA top chip equipment stock；看空: （无）
- sell_side_divergence: 方向 up，无显性反共识观点
- leading_indicators: TSMC 月营收; TWSE 外资买卖超; 半导体设备订单
- risks: 行业 beta 掩盖细分分化（AI vs 消费电子 vs 汽车）。
- what_to_verify_next: TSMC 月营收; TWSE 外资买卖超; 半导体设备订单
- market_analysis: （今日无合格深度分析覆盖此主题——见 §8 缺口）
Theme: Memory_Cycle_Divergence（Memory_HBM / core_seed）
- current_state: strengthening（动量 5/5，证据 18 条，今日新增 3；近5日动量 5→5→5→5→5）
- what_changed: SK Hynix Considers US NAND Factory as Trump Pushes Korean Chipmakers to Reshore Production; SK Hynix, Intel in talks on U.S. memory chip manufacturing; SK Hynix's Solidigm unit is weighing NAND memory chip factory in US, sources say
- market_mechanism: HBM 需求与 commodity memory 供给过剩/中国国产化是否在分化韩国半导体暴露？
- revenue_profit_transmission: 关注 MU, Samsung, SK Hynix, SMH, SOXX, SOXQ 的收入/利润端传导（财报与指引是确认路径）
- valuation_transmission: 关注估值倍数是否随证据密度重估（对照可比与历史区间）
- supporting_evidence: Chinese AI chip prices surge amid HBM shortage
- contradicting_evidence: （无）
- sell_side_consensus: （近 7 天无研报覆盖）
- sell_side_divergence: -
- leading_indicators: HBM 合约价 vs DRAM/NAND 现货价; Samsung / SK Hynix DART 披露与产能计划; CXMT / 中国产能扩张进度
- risks: HBM 溢价与 commodity 价格战同时存在，整体 beta 不等于结构机会。
- what_to_verify_next: HBM 合约价 vs DRAM/NAND 现货价; Samsung / SK Hynix DART 披露与产能计划; CXMT / 中国产能扩张进度; 韩国半导体出口数据
- market_analysis: （今日无合格深度分析覆盖此主题——见 §8 缺口）
§5Sell-Side Research Desk
Earnings & Estimate Revisions
- Copart Inc. stock falls as ACV tender offer and HSBC downgrade weigh on sentiment
- HSBC | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：Copart Inc. stock falls as ACV tender offer and HSBC downgrade weigh on sentiment （无 LLM 摘要；公开摘要：Copart Inc. stock falls as ACV tender offer and HSBC downgrade weigh on sentiment AD HOC NEWS）
- 主题: Private_AI_preIPO
- https://news.google.com/rss/articles/CBMizgFBVV95cUxPdXZXOE9pd2VVVmJqaHVXT0xYT2tHMTQwTU5JYTFtTEhHQW5fMVZ3SFVSRVhmSVNqRGpEeEZ4OVI3YVR5d3pxZjNScHhISlNoSm50d2NhWkFoSmwtSzc5X1VDRTlZVWIwLVFFVmpDM1FVQ3hnaVdGN3pGVko0aDlOeXBsWGJGWFpPaFdsRGFGSWdHdnVKeEZkOHdEQVFLVVdxNUN1Y1hCREJlcEstMHJiYkstLUdGUW8tbXZlamVldGxYcmk4OUhxOFlJdkxPdw?oc=5
- Tencent stock gains as buybacks and Goldman cuts target
- Goldman Sachs | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：Tencent stock gains as buybacks and Goldman cuts target （无 LLM 摘要；公开摘要：Tencent stock gains as buybacks and Goldman cuts target AD HOC NEWS）
- 主题: HK_china_flow_policy
- https://news.google.com/rss/articles/CBMiugFBVV95cUxOUmFNbkMtWHZCX2lNQURXc3lyeWRUWGtlakUtbW90MzNjREEzRkJidmh1dE9icDhNYWhJS2VNZVhIVjVzYjVyeUlZZjM1QV94cEZPQXBKdnBZQ2JVS3BWUzBnSnFSVFViSGJ5YkQwOWFNeXVhMEZrczdTellDMy1Wd202R2hRY2lTMTh2VGtNNjl4NlFMZGRUc3Fxbkcta2dkdHpjLVdnb3BZSERHOXZZcVRwUjlFWnAtOFE?oc=5
Strategy / Positioning
- Watch Markets: HSBC’s Kettner Sees Stocks Riding Out Rate Hikes, Buoyed by Earnings
- HSBC | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Watch Markets: HSBC’s Kettner Sees Stocks Riding Out Rate Hikes, Buoyed by Earnings （无 LLM 摘要；公开摘要：Watch Markets: HSBC’s Kettner Sees Stocks Riding Out Rate Hikes, Buoyed by Earnings Bloomberg）
- 主题: Rates_duration
- https://news.google.com/rss/articles/CBMirAFBVV95cUxOYUcwU1VodDdLVDZxUkdlVm1kU1FFWEFWcmhjaWg5RFFoeGdKcElaUXpYdXcyQVZsNWs2VHBfQWVSUnBTVDlKOE1EWmNic2R6QTBtTU1DT0RLc3RMOUhxOVdwZGZlZXpKVmlmR29oTUtIcTNRQ2VPUllOd1hsdXc4dlcwQWJPdUFXdlU5eWZNU1ZkdG1BaElWWlRmXzJDYnM3T0NyM0ZlV1pSWVRy?oc=5
- Mizuho Financial Group stock gains as BOJ rate hike lifts banks
- Mizuho | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Mizuho Financial Group stock gains as BOJ rate hike lifts banks （无 LLM 摘要；公开摘要：Mizuho Financial Group stock gains as BOJ rate hike lifts banks AD HOC NEWS）
- 主题: Rates_duration
- https://news.google.com/rss/articles/CBMixAFBVV95cUxPcTZUdVBsdDJEb1oyOUx6S0h5bW9vTFNiUGh4c3B6ZzhtcFUtWEV5NXR2anFNekhPbzZYbjgzeHU3MW9QOVpvcVN3Vk9kZVRRQ2tpUkxaZGdBa05pWWxMNWVoMnpHUXpnSk1OanJCNEVLbjRuN1MxVEV3dDlzLUo3aHdLWmlXaUpGa2lrT0VqdVZSOU00aldVa05ZeE1JSW55V2NKZFQySUVRTVdfaVpXR0dnNlYwcVVwWlVmUGlLNk15SVhN?oc=5
- Jefferies says AI demand remains strong, with Nvidia at the center
- Jefferies | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Jefferies says AI demand remains strong, with Nvidia at the center （无 LLM 摘要；公开摘要：Jefferies says AI demand remains strong, with Nvidia at the center TradingView）
- 主题: Semiconductors
- https://news.google.com/rss/articles/CBMi0AFBVV95cUxPYnU2d3JnWUJla1FqdGlBNkQzTWxlNGdiV3pmTUZfZWNCR2NlUW11TVZBcklMcS1zLXhIQ0tFMlpsRmlZU2g1dVhoVmpKc2xWRFBuX2ZObm43Qmk5bW9ibFZtbVhyNXV5dlJ1OVZlSlI5aF9mU0pibUNsd0JPMnMtZUx1REhobnA5RXpCeDBPRUdBUjd2LWRQbms3U0M2bHUzVHBEU0dxUXJoNTNmeHdxOWpxU1hkN2R4Mkhzb1Bod0lnTmEtdzdramhnTzR2QVF3?oc=5
§6Sell-Side Consensus & Dispersion
Crypto_gold（up，6 份，confidence medium）
- consensus: 6 份观点（J.P. Morgan）：看多 2 / 看空 0
- 简介: 共识方向 up；看多: J.P. Morgan: JUST IN: JPMorgan says Bitcoin could outperform gold if ETF hedging demand eases 🚀; J.P. Morgan: Bitcoin to Outperform Gold if ETF Hedgin；看空: （无）
Cloud_software（up，5 份，confidence medium）
- consensus: 5 份观点（Citi, J.P. Morgan, UBS）：看多 2 / 看空 0
- 简介: 共识方向 up；看多: J.P. Morgan: Meta Platforms stock gains on JPMorgan AI upgrade and Muse-driven optimism - ad-hoc-news.d; J.P. Morgan: IREN Shares Drop Despite JPMorga；看空: （无）
Semiconductors（up，4 份，confidence medium）
- consensus: 4 份观点（J.P. Morgan, Jefferies, Morgan Stanley, UBS）：看多 1 / 看空 0
- 简介: 共识方向 up；看多: J.P. Morgan: 5 big analyst AI moves: JPMorgan upgrades Meta, names KLA top chip equipment stock；看空: （无）
HK_china_flow_policy（down，3 份，confidence medium）
- consensus: 3 份观点（CICC, Goldman Sachs）：看多 0 / 看空 2
- 简介: 共识方向 down；看多: （无）；看空: Goldman Sachs: Goldman Sachs: Prefers gaming and entertainment within China's internet sector year-end; c; Goldman Sachs: Tencent stock gains as buyba
§7Deep Reading Queue
- US ETF Inflows Hit Record $1.51 Trillion Before Q4
- source: etfdb_news | analysis_type: ETF_flow_positioning
- 细读价值: ★★★ 建议细读（质量 5/5，含具体数据，主题相关 5/5）
- 摘要: 核心观点（原文摘录）：U.S.-listed ETFs have pulled in $1.51 trillion in net inflows so far this year. That already surpasses the industry’s full-year record from 2025, with more than 受影响资产：美股 ETF（driver: flow）
- theme: ETF_flows_index_concentration
- https://etfdb.com/equity-etf-content-hub/before-q4-us-etf-inflows-hit-record-1-51-trillion/
- How the VFLO Index’s Free Cash Flow Screen Has Captured SaaS Resilience
- source: etfdb_news | analysis_type: ETF_flow_positioning
- 细读价值: ★★★ 建议细读（质量 4/5，主题相关 5/5）
- 摘要: 核心观点（原文摘录）：Despite fears that artificial intelligence (AI) will disrupt the software-as-a-service (SaaS) business model, the approach of VFLO’s Index, centered on a free c 受影响资产：美股 ETF（driver: AI_fundamental）
- theme: Cloud_software
- https://etfdb.com/free-cash-flow-content-hub/saas-resilience-with-vflo-index-s-free-cash-flow-screen/
- The Next Big Theme: September 2026
- source: globalx_research | analysis_type: thematic_investing
- 细读价值: ★★★ 建议细读（质量 4/5，含具体数据，主题相关 5/5）
- 摘要: 核心观点（原文摘录）：Infrastructure Value Chain Gained on Data Center Boom Data center construction spending increased nearly 60% year-over-year (YoY) in July 2026 to surpass a $75 受影响资产：待确认（driver: AI_fundamental）
- theme: Defense_space
- https://www.globalxetfs.com/articles/the-next-big-theme-september-2026
- BoJ Recap: Not as hawkish as expected
- source: fxstreet_analysis | analysis_type: strategy_asset_allocation
- 细读价值: ★★★ 建议细读（质量 5/5，含具体数据）
- 摘要: 核心观点（原文摘录）：BoJ Recap: Not as hawkish as expected The Bank of Japan (BoJ) raised its short-term interest-rate target to 1.25% from 1.00% in a 7-2 vote, marking another step 受影响资产：日本 ETF（driver: macro_rates）
- theme: -
- https://www.fxstreet.com/analysis/boj-recap-not-as-hawkish-as-expected-202609181233
- Inflection Points: AI Monetization, Market Volatility, and Valuation Disconnects
- source: globalx_research | analysis_type: thematic_investing
- 细读价值: ★★ 选读——先看摘要，涉及你跟踪的主题再开原文（质量 4/5，信息量以摘要为主）
- 摘要: 核心观点（原文摘录）：September is usually a tough month for the market with the S&P 500 averaging a 1.1% decline going back to 1928.1 Meaningful, though often short-lived, seasonal 受影响资产：待确认（driver: valuation）
- theme: -
- https://www.globalxetfs.com/articles/inflection-points-ai-monetization-market-volatility-and-valuation-disconnects
高信誉待人工阅读（只有公开标题/摘要）
- Japan's Prodrone gears up to mass produce 58,000 drones a year（nikkei_asia，reputation 4/5）
- 摘要: 仅基于公开标题/摘要；需要人工打开原文阅读。 标题信息：Japan's Prodrone gears up to mass produce 58,000 drones a year（feed 未提供公开摘要，资产范围: 待确认）
- related_theme: Defense_space | https://asia.nikkei.com/business/aerospace-defense-industries/japan-s-prodrone-gears-up-to-mass-produce-58-000-drones-a-year
- Japan chip gear maker Screen to expand into India, eyeing growing industry（nikkei_asia，reputation 4/5）
- 摘要: 仅基于公开标题/摘要；需要人工打开原文阅读。 标题信息：Japan chip gear maker Screen to expand into India, eyeing growing industry（feed 未提供公开摘要，资产范围: 待确认）
- related_theme: Semiconductors | https://asia.nikkei.com/business/tech/semiconductors/japan-chip-gear-maker-screen-to-expand-into-india-eyeing-growing-industry
- Nvidia-backed AI cloud firm Nscale reveals revenue surge in US IPO filing（reuters_gnews，reputation 4/5）
- 摘要: 仅基于公开标题/摘要；需要人工打开原文阅读。 发生了什么（原文摘录）：Nvidia-backed AI cloud firm Nscale reveals revenue surge in US IPO filing Reuters 与资产的关系：美股 ETF（driver: earnings）
- related_theme: Semiconductors, Cloud_software | https://news.google.com/rss/articles/CBMihwFBVV95cUxOX1dTamJ1aHFmSUJtU3ZXV1diZDd3RGROdl9lTEY4UEEzQmFicF85MzdFWXpoT01Xckp6MlZ5eU5RcEpsVWl6Qmw3Y0NoMXJtdzViV21DZ0h6aXhFRkRWWjNjYmk1ZTRCSnY0X052TWIxMEg3a05NMnh5MGtaMEpzYXNla1ZMeEU?oc=5
- SK Hynix's Solidigm unit is weighing NAND memory chip factory in US, sources say（reuters_gnews，reputation 4/5）
- 摘要: 仅基于公开标题/摘要；需要人工打开原文阅读。 发生了什么（原文摘录）：SK Hynix's Solidigm unit is weighing NAND memory chip factory in US, sources say Reuters 与资产的关系：韩国半导体（driver: supply_chain）
- related_theme: Memory_cycle, Semiconductors | https://news.google.com/rss/articles/CBMiygFBVV95cUxPNVVtN2pfeEs4R2NCcG9sdEpkTHB3MUMyNHdXdkZCQThtbm16WHNoQWhUUmZEN3ZFM2RFU0QzS2Z6WXB3VVNkdmNJbV9EdnA5ZlQteUpseWhuRzlOMnlFNmR1cE9oVWM4Zjl3OGpRMjdVVV9pYUxKRXZ1dlZIaXVCZ2dYWTliQWxWNHNoWTRiMm9PTGQ3TGtsTGtIZ1B0NzZJaldGcHZhUF8tXzRpU2FvWWJhZnBONk56QnFzVExnYmx0Z1UyU0xjeWlR?oc=5
§8Coverage Gaps
主题无卖方覆盖
- Structured_Yield: 近 7 天无研报/券商观点
相邻主题缺深度分析
- Japan_FX: 17 条新闻但无深度分析
§9Documents to Parse
- [pdf] **(Reference) Change in the Guideline for Money Market Operations (September 2026 **（boj_mpm，优先级 1，主题 -） http://www.boj.or.jp/en/mopo/mpmdeci/mpr_2026/k260918b.pdf
§10Source Health
- 今日抓取 229 条；core 6 / adjacent 4 / discovery 2 主题；深度阅读 5 条、研报 5 份、待解析 1 份；跨日重复抑制 16 条（同一事件只出现两天）；低信息量 10 条（page_snapshot×10）
- [待修] investing_fx_fundamental: 已禁用（bot 防护/无 feed/待配 selector）｜验证 feed_url 或配 item_selector 后启用
- [待修] dcd_cross: 7 天无任何条目（抓取失败或 selector 失效）｜跑 run-theme cross-asset 看 error 列；static 源检查 item_selector
- [待修] reuters: 已禁用（bot 防护/无 feed/待配 selector）｜验证 feed_url 或配 item_selector 后启用
- [待修] dart_korea: 已禁用（bot 防护/无 feed/待配 selector）｜验证 feed_url 或配 item_selector 后启用
- [待修] etfcom_fund_flows: 7 天无任何条目（抓取失败或 selector 失效）｜跑 run-theme cross-asset 看 error 列；static 源检查 item_selector
- [待修] hkex_stock_connect_stats: 抓到条目但基本无摘要（extraction 低）｜配 excerpt_selector 或改用带摘要的 feed
- [源头候选] Seeking Alpha（seekingalpha.com）: 近 14 天 19 条高质量内容（主题: Semiconductors, Crypto_gold, Rates_duration）——
alpha-radar source-scout查看/收编 - [源头候选] 24/7 Wall St.（247wallst.com）: 近 14 天 16 条高质量内容（主题: Memory_cycle, Semiconductors, AI_infrastructure）——
alpha-radar source-scout查看/收编 - [源头候选] MarketBeat（marketbeat.com）: 近 14 天 15 条高质量内容（主题: -）——
alpha-radar source-scout查看/收编 - [page_snapshot] hkex_stock_connect_stats: Historical Daily（页面快照 2026-09-18）
- [page_snapshot] jpx_etf_list: Listed Issues - ETFs | Japan Exchange Group（页面快照 2026-09-18）
- [page_snapshot] tsmc_ir_revenue: TSMC 2026 monthly revenue - Taiwan Semiconductor Manufacturi
- [page_snapshot] twse_foreign_trading: Daily Trading Details of Foreign and Other Investors - Taiwa