§0Market Theme Overview
- 今日主线: AI_Compute_Semiconductors（conflicting，24 条）、Memory_HBM（conflicting，17 条）、Gold_Inflation_Real_Assets（unknown，5 条）
- strengthening / broadening: Rates_Duration(5/5)
- weakening: Private_AI_preIPO(5/5)
- conflicting: Memory_Cycle_Divergence(5/5)、Semiconductors_Broad(5/5)、Cloud_Software_AI_Apps(5/5)、Japan_FX(4/5)
- 新出现的相邻主题: Cloud_Software_AI_Apps（← AI_Compute_Semiconductors）、Cybersecurity（← AI_Compute_Semiconductors）、Shareholder_Return（← China_Internet_Platforms）、China_Memory_Localization（← Memory_HBM）
§1Core Theme Tracker
| Seed Theme | State | Momentum | 近5日 | Evidence (今日新增) | Sub-themes | Key Question |
|---|---|---|---|---|---|---|
| AI_Compute_Semiconductors | conflicting | 5 | 5→5→5→5→5 | 24 (+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 | conflicting | 5 | 5→5→5→5→5 | 17 (+5) | 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？ |
| Gold_Inflation_Real_Assets | unknown | 5 | 5→5→5→5→5 | 5 | Crypto_Gold | 黄金/比特币是否在承担组合分散角色？ |
| Japan_Value_Trading_Houses | conflicting | 4 | 5→4→5→4→4 | 7 (+2) | Japan_FX | 日元路径是否改变对冲 vs 不对冲日本 ETF 的相对收益？ |
| Data_Center_Grid_Infrastructure | unknown | 4 | 1→1→5→1→4 | 3 | 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: China_Internet_Platforms, Defensive_Cash_Duration, Structured_Yield, Private_AI_PreIPO）
- China_Internet_Platforms 数值锚点（2026-09-29）: Southbound 净流入 HK$0.1亿（买 320 / 卖 320 亿），southbound 买入榜首 YOFC
- AI_Compute_Semiconductors 数值锚点（2026-09-29）: TWSE 外资净卖超 NT$625.8亿
- 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 7,423 手（2026-09-22，周度）
§2Adjacent Theme Expansion
Cloud_Software_AI_Apps（← AI_Compute_Semiconductors，downstream，distance 1）
- State: conflicting（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。；仅基于公开标题/摘要；需要人工打开原文阅读。
- 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: EXCLUSIVE: Anthropic says rogue AI agents pose uncertain leg; China's AI agents can lie and scheme - just like their US ri; Will Accelerating Cloud & International Growth Lift Alibaba
- 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: 仅基于公开标题/摘要；需要人工打开原文阅读。
- 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: NTT, SoftBank eye AI cybersecurity systems that keep data in
- Leading indicators: 安全厂商 AI 产品收入; AI 监管进展
Shareholder_Return（← China_Internet_Platforms，macro_driver，distance 1）
- State: strengthening（证据 10 条）
- 为什么在动: 今日证据: Share Buyback Roundup for September 28 | HSBC Holdings, Tencent, and others conducted buybacks, with；What Did HSBC Holdings (LSE:HSBA) Deliver To Shareholders With Friday's Dividend Payment? Kalkine Me
- 与母主题的结构联系: 回购/分红是港股平台估值修复的资金面支撑
- Evidence: Share Buyback Roundup for September 28 | HSBC Holdings, Tenc; What Did HSBC Holdings (LSE:HSBA) Deliver To Shareholders Wi; HSBC completes US$1 billion share buyback program - The Stan
- Leading indicators: 回购公告金额; southbound 净流入
China_Memory_Localization（← Memory_HBM，risk_factor，distance 1）
- State: strengthening（证据 6 条）
- 为什么在动: 今日证据: CXMT leans on Chinese toolmakers in US$5.2b expansion push: source South China Morning Post；Ex-Samsung manager's apology for leaking tech to CXMT highlights tragedy of chip engineers' Chinese
- 与母主题的结构联系: CXMT/YMTC 扩产压制 commodity 内存价格
- Evidence: CXMT leans on Chinese toolmakers in US$5.2b expansion push: ; Ex-Samsung manager's apology for leaking tech to CXMT highli; CXMT Memory Hits New DRAM Breakthrough
- Leading indicators: CXMT 产能与良率; 中国设备进口数据
§3Discovery Themes
Healthcare_biotech（discovery，unknown，证据 2 条）
- 在讲什么: 今日证据: 核心观点（原文摘录）：With rising Treasury yields and the Federal Reserve’s recent interest rate hike ranking a；核心观点（原文摘录）：With rising Treasury yields and the Federal Reserve’s recent interest rate hike ranking a
- Evidence: Biotech ETF SBIO Can Get Its Groove Back; Biotech ETF SBIO Can Get Its Groove Back
- 处置: 连续多日活跃可提名进 theme_adjacency.yaml 或 seeds
Defense_space（discovery，unknown，证据 3 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。；仅基于公开标题/摘要；需要人工打开原文阅读。
- Evidence: Hegseth to slash top US military officer roles by 20%; Japan to create state investment fund for defense startups, ; Japan buys drones quickly but is less interested in integrat
- 处置: 连续多日活跃可提名进 theme_adjacency.yaml 或 seeds
§4Deep Theme Analysis
Theme: Memory_Cycle_Divergence（Memory_HBM / core_seed）
- current_state: conflicting（动量 5/5，证据 17 条，今日新增 5；近5日动量 5→5→5→5→5）
- what_changed: Nvidia vs Micron Ahead of Earnings: Buyback Capacity or HBM Growth?; Samsung Executive: HBM to Consume Nearly 30% of Global DRAM Capacity Next Year, Accelerati
- 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: Samsung Executive: HBM to Consume Nearly 30% of Global ; HBM Prices Surge Over Double Next Year
- contradicting_evidence: DS Securities Cuts SK hynix Target on Won Strength, Eye; Bernstein sees Samsung gaining HBM share, cuts SK Hynix
- sell_side_consensus: 共识方向 down；看多: （无）；看空: J.P. Morgan: JPMorgan Rebuts HBM Downgrade Concerns, Sees 63% Demand CAGR Through 2026–2028; UBS: Micron Stock Is Now a ‘Battleground’ Between AI Mome
- sell_side_divergence: 方向 down，无显性反共识观点
- 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）
Theme: Semiconductors_Broad（AI_Compute_Semiconductors / core_seed）
- current_state: conflicting（动量 5/5，证据 16 条，今日新增 6；近5日动量 5→5→5→5→5）
- what_changed: Nvidia vs Micron Ahead of Earnings: Buyback Capacity or HBM Growth?; Tim Culpan: The Best AI Chip Won't Win Without TSMC Capacity and HBM Allocation; Nvidia Stock Technicals Are Flashing Green. A Record High Could Be Next. - Barron's
- 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 Stock Technicals Are Flashing Green. A Record Hi; Chip startup Efficient Computer raises $97 million at $; SK Hynix's Solidigm Eyes 2027 IPO at up to $150 Billion
- contradicting_evidence: Nvidia turns to insurers to spread the risk of AI build
- sell_side_consensus: （近 7 天无研报覆盖）
- sell_side_divergence: -
- 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）
§5Sell-Side Research Desk
Earnings & Estimate Revisions
- UBS raises SpaceX stock price target on AI growth, cloud deals
- UBS | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：UBS raises SpaceX stock price target on AI growth, cloud deals （无 LLM 摘要；公开摘要：UBS raises SpaceX stock price target on AI growth, cloud deals Investing.com）
- 主题: Cloud_software
- https://news.google.com/rss/articles/CBMivgFBVV95cUxQd0E3alN4dlI1bVlMTXUtdXhsRjBvN3NrTGVqSk9nVDRrVG84dkZNbVRvOUdfVEhvd1RlSF9ZLTFhaHZqTFJsdnU2RXh5WU55RF9lWng0ZFZvd0l6bVVSQmVhTktxZ3M1Z0U4Y2l0bmxWdHhva2xmYlFzSFVpZmxCeUVyeEl3OHJFcHpKd2ZuX1U4VkxFNjZsWXNDcXVmd0dXcmVTTjFiSlNLazNLSG1icXVPc0E0YU1Zc1VpZWR3?oc=5
Strategy / Positioning
- SpaceX's Q3 Seen Lifted by Starship Progress, AI Compute Growth, UBS Says
- UBS | strategy_positioning | 质量 1/5 | media_summary | 另有 1 条转述（已去重）
- 简介: 观点：SpaceX's Q3 Seen Lifted by Starship Progress, AI Compute Growth, UBS Says （无 LLM 摘要；公开摘要：SpaceX's Q3 Seen Lifted by Starship Progress, AI Compute Growth, UBS Says Moomoo）
- 主题: AI_infrastructure
- https://news.google.com/rss/articles/CBMioAFBVV95cUxOSU1lSGhjbkh5WjZKNlZrZVBVM2l6clBWNGJBdkJRa1ZxMFRHeEh0RGhGM1BKUHdKcTJfRGFSNzVZalZKNmxhRVFuZmZoOU95QlFfWEtISDZGbktOR09Fb0s4TG5uRFFRQml1eGFteWVZZDZta0NTa3JLRmk5aTU1bVMxX3J3U1pJel8yLTd3SjRsYmxta0ZsUTFPNXFISFdl?oc=5
- Morgan Stanley: China Ad Budgets Concentrating Among Leaders; Tencent, Alibaba, Meituan Ra
- Morgan Stanley | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Morgan Stanley: China Ad Budgets Concentrating Among Leaders; Tencent, Alibaba, Meituan Rated Overweight （无 LLM 摘要；公开摘要：Morgan Stanley: China Ad Budgets Concentrating Among Leaders; Tencent, Alibaba, Meituan Rated Overweight finance.biggo.c）
- 主题: HK_china_flow_policy
- https://news.google.com/rss/articles/CBMidkFVX3lxTE5reWFEVC1ZNnJTaHdrOGdTR3JYQmI0UGhUZFEzeUEyRkhSVko1RHpwSXJILXBwcVpvSXpfdDdpZ1ZWUUhlNW42RGw2OXBzRVdRbW90Nk94MGdyeFdLblJrMFlNd09lVDFjeEJXQ3BiNnBoMzJUQ0E?oc=5
- Morgan Stanley: China's advertising budgets are concentrated among industry leaders; Tence
- Morgan Stanley | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Morgan Stanley: China's advertising budgets are concentrated among industry leaders; Tencent (00700), Alibaba-W (09988), （无 LLM 摘要；公开摘要：Morgan Stanley: China's advertising budgets are concentrated among industry leaders; Tencent (00700), Alibaba-W (09988),）
- 主题: HK_china_flow_policy
- https://news.google.com/rss/articles/CBMiuAFBVV95cUxOeEdWaHQyS0x3TlF5elFRMVd3ZU9uX202blpUS2ZDdks1SDhFY0c1MzlNTUJTbDlEY3NObEIyRjk4ak5qWDNRYUt6RUNsd2FzY1oyREdULWxJZS0yVGs2ZGFfSnRkQk5qa1hLZ1lCemFVLW40N2lsWVJYOFo1ME9tT2QxVDlJc0VHSlRfSDZCSWZBUlZ5RE5BSkk1UUZjaVBTd180eXgzR0QtaFkwWl9MbGNrb0NMVnJn?oc=5
- Bernstein sees Samsung gaining HBM share, cuts SK Hynix target
- Bernstein | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Bernstein sees Samsung gaining HBM share, cuts SK Hynix target （无 LLM 摘要；公开摘要：Bernstein sees Samsung gaining HBM share, cuts SK Hynix target Investing.com）
- 主题: Memory_cycle
- https://news.google.com/rss/articles/CBMiugFBVV95cUxPX0NVR1E5eDhyS3gwVzFWdVRIdnNoYWs2OFhvYTBHZXk1REk2Uk9Jb0RBQnlScmRaRzVnSHgwTm9TMnVHNlNNVEtrclJoNnhhRDZwblVERk5FMGQtVHBTUURZQ1ZlOFhGR3hiWWdsaG5rLUdoWkR1U0JmcDJ1YTRITi1pTlFuR0RSODBWRmtZYlpVYThrR0FmRE5wU1pUWk5xQlZEdVBCSl82S29CYW9JRUEtazVXRTZrZVE?oc=5
§6Sell-Side Consensus & Dispersion
Memory_cycle（down，7 份，confidence medium）
- consensus: 7 份观点（Bernstein, J.P. Morgan, UBS）：看多 0 / 看空 4
- 简介: 共识方向 down；看多: （无）；看空: J.P. Morgan: JPMorgan Rebuts HBM Downgrade Concerns, Sees 63% Demand CAGR Through 2026–2028; UBS: Micron Stock Is Now a ‘Battleground’ Between AI Mome
AI_infrastructure（up，5 份，confidence medium）
- consensus: 5 份观点（Goldman Sachs, UBS）：看多 1 / 看空 0
- 简介: 共识方向 up；看多: UBS: UBS initiates Applied Digital stock with buy rating on AI data center growth By Investing.；看空: （无）
HK_china_flow_policy（up，3 份，confidence medium）
- consensus: 3 份观点（Goldman Sachs, Morgan Stanley）：看多 2 / 看空 1
- 简介: 共识方向 up；看多: Morgan Stanley: Morgan Stanley: China Ad Budgets Concentrating Among Leaders; Tencent, Alibaba, Meituan Ra; Morgan Stanley: Morgan Stanley: China's ad；看空: Goldman Sachs: Tencent Holdings stock falls as Goldma
Cloud_software（up，2 份，confidence low）
- consensus: 2 份观点（J.P. Morgan, UBS）：看多 1 / 看空 0
- 简介: 共识方向 up；看多: UBS: UBS raises SpaceX stock price target on AI growth, cloud deals；看空: （无）
§7Deep Reading Queue
- BlackRock Files for ETF Share Classes on Five Mutual Funds
- source: vettafi_etftrends | analysis_type: ETF_flow_positioning
- 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）：BlackRock, Inc. (BLK) wants to give investors a new way to own five of its active mutual funds: as ETFs. Key Takeaways: Five BlackRock active mutual funds holdi 受影响资产：待确认（driver: valuation）
- theme: -
- https://www.etftrends.com/fixed-income-content-hub/blackrock-files-etf-share-classes-five-mutual-funds/
- How Derivative ETFs Are Reshaping the Search for Yield
- source: vettafi_etftrends | analysis_type: thematic_investing
- 细读价值: ★★★ 建议细读（质量 5/5，主题相关 5/5）
- 摘要: 核心观点（原文摘录）：The derivative ETF landscape is undergoing a rapid transformation, as financial advisors look for ways to generate elevated, tax-efficient income while managing 受影响资产：美股 ETF（driver: supply_chain）
- theme: Rates_duration
- https://www.etftrends.com/etf-investing-content-hub/derivative-etfs-reshaping-yield-search/
- Alas, Free Cash Flow I Knew You Well
- 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）：This month’s Through the Systematic Lens title loosely borrows from Shakespeare’s Hamlet. The title plays off one of Hamlet’s most famous lines (“Alas, poor Yor 受影响资产：待确认（driver: valuation）
- theme: -
- https://www.globalxetfs.com/articles/alas-free-cash-flow-i-knew-you-well
- The RBA hiked and sounded hawkish. The Australian Dollar fell anyway — here’s why
- 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）：The RBA hiked and sounded hawkish. The Australian Dollar fell anyway — here’s why AUD/USD falls on Tuesday, erasing an initial advance to around 0.7030 despite 受影响资产：待确认（driver: AI_fundamental）
- theme: -
- https://www.fxstreet.com/analysis/the-rba-hiked-and-sounded-hawkish-the-australian-dollar-fell-anyway-heres-why-202609291415
- Silver is more volatile than Gold ahead of PCE and NFP. This chart shows the positioning g
- source: fxstreet_analysis | analysis_type: strategy_asset_allocation
- 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）：Silver is more volatile than Gold ahead of PCE and NFP. This chart shows the positioning gap The market’s attention is focused on American data this week, but t 受影响资产：待确认（driver: AI_fundamental）
- theme: Crypto_gold
- https://www.fxstreet.com/analysis/silver-is-more-volatile-than-gold-ahead-of-pce-and-nfp-this-chart-shows-the-positioning-gap-202609291541
高信誉待人工阅读（只有公开标题/摘要）
- US 30-year Treasury yield hits highest since 2002（ft，reputation 5/5）
- 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）：Government debt extends decline as inflation and surging oil prices weigh on market 与资产的关系：美股 ETF（driver: macro_rates）
- related_theme: Rates_duration | https://www.ft.com/content/c8693313-7750-40c7-892a-101ab16dec70?syn-25a6b1a6=1
- Hegseth to slash top US military officer roles by 20%（ft，reputation 5/5）
- 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）：Generals’ and admirals’ positions will be cut as part of the defence secretary’s wide-ranging overhaul of the armed services 与资产的关系：待确认（driver: AI_fundamental）
- related_theme: Defense_space | https://www.ft.com/content/1199468e-dbe5-4581-b039-3d57985291ac?syn-25a6b1a6=1
- Japan to create state investment fund for defense startups, eyeing more drones（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 to create state investment fund for defense startups, eyeing more drones（feed 未提供公开摘要，资产范围: 待确认）
- related_theme: Defense_space | https://asia.nikkei.com/politics/defense/japan-to-create-state-investment-fund-for-defense-startups-eyeing-more-drones
- Samsung joins AI infrastructure race with $1bn Helix deal（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：Samsung joins AI infrastructure race with $1bn Helix deal（feed 未提供公开摘要，资产范围: 韩国半导体）
- related_theme: AI_infrastructure | https://asia.nikkei.com/business/technology/artificial-intelligence/samsung-joins-ai-infrastructure-race-with-1bn-helix-deal
- EXCLUSIVE: Anthropic says rogue AI agents pose uncertain legal risk for the company（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）：EXCLUSIVE: Anthropic says rogue AI agents pose uncertain legal risk for the company Reuters 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Private_AI_preIPO, AI_applications | https://news.google.com/rss/articles/CBMiuAFBVV95cUxNam1mZHNtdF9aRFc4Wm5FOXRnb1lXYm1vUGtYcHNsQS1GbnZyUV8xNHZhbDFuMjZFN3I5Mm9MeEc1NVh0Y1hoWFM4R2RmVVJybGpIZjczcmxVYlFkOUk3VFN4NzdvUnNkZ0hQUWt4cGpjTTlOSmVuLWdqNms0bktvU3BvZ1NjQlVjRGd0U1BxN0ZDT296bmthZ0tsSDlfTkZfV3hQYWlzZ2U0TGRseFVJeUsyS05XRmZP?oc=5
§8Coverage Gaps
主题只有单一来源支撑
- Memory_HBM: 全部证据来自 korea_semi_gnews
主题长期无更新（stale）
- China_Internet_Platforms: 近 6 天无证据
主题无卖方覆盖
- Gold_Inflation_Real_Assets: 近 7 天无研报/券商观点
- Private_AI_PreIPO: 近 7 天无研报/券商观点
核心主题缺高质量新闻
- Structured_Yield: 今日无合格新闻
相邻主题缺深度分析
- AI_Software_Monetization: 4 条新闻但无深度分析
- Japan_FX: 7 条新闻但无深度分析
§9Documents to Parse
（今日无待解析文档）
§10Source Health
- 今日抓取 275 条；core 6 / adjacent 4 / discovery 2 主题；深度阅读 5 条、研报 5 份、待解析 0 份；跨日重复抑制 17 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] 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_insight: 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 26 条高质量内容（主题: FX_japan, Rates_duration, Crypto_gold）——
alpha-radar source-scout查看/收编 - [源头候选] 24/7 Wall St.（247wallst.com）: 近 14 天 21 条高质量内容（主题: Semiconductors, Memory_cycle, 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 2026-09-29）
- [page_snapshot] jpx_etf_list: Listed Issues - ETFs | Japan Exchange Group（页面快照 2026-09-29）
- [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