§0Market Theme Overview
- 今日主线: AI_Compute_Semiconductors（conflicting，27 条）、Memory_HBM（weakening，11 条）、Japan_Value_Trading_Houses（weakening，10 条）
- strengthening / broadening: Cloud_Software_AI_Apps(3/5)
- weakening: Memory_Cycle_Divergence(5/5)、Japan_FX(5/5)、Crypto_Gold(5/5)、Data_Center_Power(5/5)
- conflicting: Semiconductors_Broad(5/5)、Rates_Duration(5/5)、ETF_Flows_Index_Concentration(5/5)
- 新出现的相邻主题: Cloud_Software_AI_Apps（← AI_Compute_Semiconductors）、Cybersecurity（← AI_Compute_Semiconductors）、Japan_Energy_Security（← Japan_Value_Trading_Houses）、Shareholder_Return（← China_Internet_Platforms）
§1Core Theme Tracker
| Seed Theme | State | Momentum | 近5日 | Evidence (今日新增) | Sub-themes | Key Question |
|---|---|---|---|---|---|---|
| AI_Compute_Semiconductors | conflicting | 5 | 1→5→5→5→5 | 27 (+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 | weakening | 5 | 1→5→5→5→5 | 11 (+6) | 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 | 1→5→4→4→4 | 10 (+4) | Japan_FX, Japan_Value_Up | 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 | weakening | 5 | 1→1→1→1→4 | 2 (+2) | 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, Gold_Inflation_Real_Assets, Defensive_Cash_Duration, Structured_Yield, Private_AI_PreIPO）
- China_Internet_Platforms 数值锚点（2026-09-15）: Southbound 净流入 HK$8.8亿（买 377 / 卖 369 亿），southbound 买入榜首 Z.AI
- AI_Compute_Semiconductors 数值锚点（2026-09-15）: TWSE 外资净卖超 NT$627.0亿
- 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 杠杆基金日元净空 49,098 手（2026-09-08，周度）
§2Adjacent Theme Expansion
Cloud_Software_AI_Apps（← AI_Compute_Semiconductors，downstream，distance 1）
- State: strengthening（证据 6 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。；Meta Platforms Inc. (META) Stock Could Surge as AI Monetization Gains Momentum, Says JPMorgan Yahoo
- 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: From hallucinating AI chatbots to wiping out humanity: How d; Meta Platforms Inc. (META) Stock Could Surge as AI Monetizat; Palantir Looks Cheap Among AI Software Stocks, UBS Says — Wh
- 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: Spanish data watchdog publicises first AI agent-linked data
- Leading indicators: 安全厂商 AI 产品收入; AI 监管进展
Japan_Energy_Security（← Japan_Value_Trading_Houses，macro_driver，distance 1）
- State: emerging（证据 1 条）
- 为什么在动: 今日证据: Taiwan's ruling DPP rethinks nuclear power opposition in AI era
- 与母主题的结构联系: 国防与能源安全预算是商社/重工的新叙事
- Evidence: Taiwan's ruling DPP rethinks nuclear power opposition in AI
- Leading indicators: 防卫预算; 核电重启; LNG 长约
Shareholder_Return（← China_Internet_Platforms，macro_driver，distance 1）
- State: strengthening（证据 3 条）
- 为什么在动: 今日证据: Learn Why The Bull Case For Boyd Group Services (TSX:BYD) Could Change Following Share Buyback Plan ；HSBC stock slips as buyback and Fed bets frame the move ad-hoc-news.de
- 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: Learn Why The Bull Case For Boyd Group Services (TSX:BYD) Co; HSBC stock slips as buyback and Fed bets frame the move - ad; LEC Advances Share Buyback Program on Tokyo Stock Exchange
- Leading indicators: 回购公告金额; southbound 净流入
§3Discovery Themes
ETF_Flows_Index_Concentration（discovery，conflicting，证据 4 条）
- 在讲什么: 今日证据: 核心观点（原文摘录）：Canada’s ETF market surpassed $1.05 trillion in assets under management (AUM) in Septembe；Yen Safety Trade Loses Shine as FXY Sees Fresh Outflows Against a Weakening Dollar TipRanks
- Evidence: Canadian ETF Market Surpasses $1 Trillion; Yen Safety Trade Loses Shine as FXY Sees Fresh Outflows Agai; Fixed Income ETFs Surge to All-Time Highs Ahead of Pivotal F
- 处置: 连续多日活跃可提名进 theme_adjacency.yaml 或 seeds
Defense_space（discovery，unknown，证据 4 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: How the loss of a Global Hawk's eye in the sky may hurt Japa; Infected USBs used by Japan defense forces were procured imp; China applies sweeping new entry and exit rules tied to nati
- 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: conflicting（动量 5/5，证据 21 条，今日新增 9；近5日动量 1→5→5→5→5）
- what_changed: Jensen Huang says battle over AI innovation and safety is ‘false choice’; Nvidia CEO to attend Trump dinner for Xi, source says; Chipmaker Altera confidentially files for US IPO as investors set to gauge AI demand
- 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: Delos Data, a chip startup founded by Intel veterans, r
- contradicting_evidence: BNK Repeats Chip Warning, Cuts Samsung and SK hynix Pro; Nikkei Average Opens 425 Yen Lower as Semiconductor Sel
- sell_side_consensus: 共识方向 up；看多: Jefferies: Jefferies upgrades Renishaw and XP Power to buy on strong semiconductor cycle outlook; J.P. Morgan: 5 big analyst AI moves: JPMorgan upgrad；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: weakening（动量 5/5，证据 11 条，今日新增 6；近5日动量 1→5→5→5→5）
- what_changed: Is HORNBACH Baumarkt (HMSE:HBM) Cheap Given Its Cash Flow?; SK Hynix Is Shipping 16-Layer HBM4 for Nvidia Rubin: Where Do Micron And Samsung Stand?
- 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: （无）
- contradicting_evidence: AI slowdown may put a damper but not dent in Korean HBM
- sell_side_consensus: 共识方向 up；看多: J.P. Morgan: JPMorgan initiates SK Hynix stock with overweight rating on AI demand; J.P. Morgan: JPMorgan Initiates SK Hynix at Overweight With $245 P；看空: （无）
- sell_side_divergence: 方向 up，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）
§5Sell-Side Research Desk
Earnings & Estimate Revisions
- Preview: Goldman Sachs sees yen and Nikkei risk building on faster BoJ rate path
- Goldman Sachs | earnings_preview | 质量 1/5 | media_summary
- 简介: 观点：Preview: Goldman Sachs sees yen and Nikkei risk building on faster BoJ rate path （无 LLM 摘要；公开摘要：Preview: Goldman Sachs sees yen and Nikkei risk building on faster BoJ rate path investingLive）
- 主题: FX_japan, Japan_value_up
- https://news.google.com/rss/articles/CBMivAFBVV95cUxNVllLeWsyMU1lSDcwM2RZMHhOalhSeE11Y2JCY2FjR0p5bUhtNWhmMkxCV0pfd2k3dlhHX1M2OG9JTVpSdU5XWlBGNk5qM1RQeEF3UHlqWGlpb2pDVUFQdlI5ckhrRHBUbTY1dDdBTm9QbEhSSzV5LUk4dTBVYUdrT1o3Zm1DOXAwb19rSGxMOEs3Yk1NcGRiZlRDcDFOeXdTQ2F3Z2tldkZvR0lMWmlQYnAtYUNHd0dyQUZKNQ?oc=5
- IREN Shares Drop Despite JPMorgan Upgrade on AI Cloud Shift
- J.P. Morgan | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：IREN Shares Drop Despite JPMorgan Upgrade on AI Cloud Shift （无 LLM 摘要；公开摘要：IREN Shares Drop Despite JPMorgan Upgrade on AI Cloud Shift SuaraGarut.ID）
- 主题: Cloud_software
- https://news.google.com/rss/articles/CBMiakFVX3lxTE5qWlNfa2lpNVhsQUVENldyTXRKUUppT3BCazdsZGU0T25FakYwVy1SMmFKdE1UM2NKZTFiTDZuUnh4Yi13M01GSDRoY0dPS0k1UHBMVlpPSnVISVo0TUxrcE1tQ3prSUlKckE?oc=5
Strategy / Positioning
- Meta Platforms Inc. (META) Stock Could Surge as AI Monetization Gains Momentum, Says JPMor
- J.P. Morgan | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Meta Platforms Inc. (META) Stock Could Surge as AI Monetization Gains Momentum, Says JPMorgan （无 LLM 摘要；公开摘要：Meta Platforms Inc. (META) Stock Could Surge as AI Monetization Gains Momentum, Says JPMorgan Yahoo Finance）
- 主题: Cloud_software
- https://news.google.com/rss/articles/CBMimAFBVV95cUxPRnh3WGwzeDdMbHFIY1lQM3BQVmxfZ0lMa1RCQm1ZRmJjVFBVeElKdzNxODl2YlRmNzlMQWdNVmFMZWFNU1hXZFp5WlJNak9OZmxsbU91UDRuWWRDWnBiRjhodm1aTXZ1VnB5YjdZZnJuQ3U3dFF1Q3Z2cUR4WGh6U0hINGlaWE8zMkR6S3dMZ08tbUZoamVXaQ?oc=5
- Palantir Looks Cheap Among AI Software Stocks, UBS Says — Why PLTR Could Have More Room To
- UBS | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Palantir Looks Cheap Among AI Software Stocks, UBS Says — Why PLTR Could Have More Room To Run （无 LLM 摘要；公开摘要：Palantir Looks Cheap Among AI Software Stocks, UBS Says — Why PLTR Could Have More Room To Run TradingView）
- 主题: Cloud_software
- https://news.google.com/rss/articles/CBMi5wFBVV95cUxPRlJSLVlwb0M0SDJlMkt2REpxOThJSThTTmVGYWpGdVJ5X185b3lXcXZPMlIySFlpakhteHNVTGg2cktic0xFaW5NdlpJVlB3VXFjY0Z3WXNnNkZsWnZNcDdMTGpiNWRjQTZHSmVnWEROb1QyYWRzakotcFg5UzVsNm9UaUJrUGdfSDFPeTcxUXZfaFJNZjBKamd0RlZfbWZaRTNYaDZRbVVIaDNHU3hFUVhpQkI5MmJ6RzFMMDZnSDR2VlBlM3JVMUduQWY5dkFvdU5tQUpabzZoYjNQYU5oNG96cVlqTzQ?oc=5
- Chip-stock jitters overdone as AI spending keeps rolling, UBS says
- UBS | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Chip-stock jitters overdone as AI spending keeps rolling, UBS says （无 LLM 摘要；公开摘要：Chip-stock jitters overdone as AI spending keeps rolling, UBS says Proactive financial news）
- 主题: Semiconductors
- https://news.google.com/rss/articles/CBMi0gFBVV95cUxQVGczSi1wOG1PVUZaQXlOTEVZdTFpTnA5Y0xOMldDSHZ6NmFmaUwtMkE2NXJPMjZoRkdVSmNRbTJvdXhNTWZVUFpjdWJHbU1KTnhicnJEXzB2cVo5VXRocFZPX0hhTWV6bE5femJOcnRodWtfMU12OHRnQ2R4RUtqM3FHbUx0cTlkUl8wcWRWcHJmUDVCZHlTRXdZMTJ0TUxSOEIyLUZKc3J0TXdjS2hDNjdfR015eWNIbWJRRDhZNUFiems0S3FFbnBtcW05MW5VR2c?oc=5
§6Sell-Side Consensus & Dispersion
Cloud_software（up，4 份，confidence medium）
- consensus: 4 份观点（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，3 份，confidence medium）
- consensus: 3 份观点（J.P. Morgan, Jefferies, UBS）：看多 2 / 看空 0
- 简介: 共识方向 up；看多: Jefferies: Jefferies upgrades Renishaw and XP Power to buy on strong semiconductor cycle outlook; J.P. Morgan: 5 big analyst AI moves: JPMorgan upgrad；看空: （无）
Memory_cycle（up，3 份，confidence medium）
- consensus: 3 份观点（J.P. Morgan）：看多 3 / 看空 0
- 简介: 共识方向 up；看多: J.P. Morgan: JPMorgan initiates SK Hynix stock with overweight rating on AI demand; J.P. Morgan: JPMorgan Initiates SK Hynix at Overweight With $245 P；看空: （无）
§7Deep Reading Queue
- Gold set to fall toward $4,000 as Warsh faces a Fed rate-hike dilemma
- 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，主题相关 5/5）
- 摘要: 核心观点（原文摘录）：Gold set to fall toward $4,000 as Warsh faces a Fed rate-hike dilemma As the Federal Reserve (Fed) monetary policy announcement approaches and the Middle East w 受影响资产：待确认（driver: macro_rates）
- theme: Crypto_gold
- https://www.fxstreet.com/analysis/gold-set-to-fall-toward-4-000-as-warsh-faces-a-fed-rate-hike-dilemma-202609151724
- Value Strikes Back: How Rising Rates Are Fueling RPV's Momentum
- 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）
- 摘要: 核心观点（原文摘录）：The gap between value and growth stocks has significantly decreased this year, with Invesco’s pure-style ETFs demonstrating just how much ground value has made 受影响资产：美股 ETF（driver: AI_fundamental）
- theme: -
- https://etfdb.com/innovative-etfs-content-hub/how-rising-rates-are-fueling-rpv-s-momentum-value/
- Treasury Yield Surges as Jobs Data, Oil Tensions Collide
- source: etfdb_news | analysis_type: macro_rates_fx
- 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）：Treasury yields jumped last week as a stronger-than-expected August jobs report collided with fresh Middle East oil shocks. The 10-year note approached 4.82% in 受影响资产：美股 ETF（driver: macro_rates）
- theme: Rates_duration
- https://etfdb.com/active-etf-content-hub/treasury-yield-surges-tensions-collide/
- How Japan became the World's Banker and why that era may be ending
- source: fxstreet_analysis | analysis_type: strategy_asset_allocation
- 细读价值: ★★ 选读——先看摘要，涉及你跟踪的主题再开原文（质量 5/5，信息量以摘要为主）
- 摘要: 核心观点（原文摘录）：How Japan became the World's Banker and why that era may be ending Japan's ultra-low interest rates helped finance trillions of dollars in global investments fo 受影响资产：日本 ETF（driver: FX）
- theme: FX_japan
- https://www.fxstreet.com/analysis/how-japan-became-the-worlds-banker-and-why-that-era-may-be-ending-202609151459
- EM equities: back to overweight
- source: blackrock_bii_weekly | 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）：Higher interest rates don't automatically mean trouble for stocks. The key question is: why are yields rising? If they're moving up because investment and growt 受影响资产：待确认（driver: macro_rates）
- theme: Rates_duration
- https://www.blackrock.com/us/individual/insights/blackrock-investment-institute/weekly-commentary#a-em-equities-back-to-overweight
高信誉待人工阅读（只有公开标题/摘要）
- Jensen Huang says battle over AI innovation and safety is ‘false choice’（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）：Nvidia chief has distanced himself from OpenAI, Anthropic and SpaceX’s efforts to slow research 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Private_AI_preIPO, Semiconductors | https://www.ft.com/content/2e20c674-3386-46ad-b07f-5cd8a013f67e?syn-25a6b1a6=1
- How the loss of a Global Hawk's eye in the sky may hurt Japan's defense（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：How the loss of a Global Hawk's eye in the sky may hurt Japan's defense（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/how-the-loss-of-a-global-hawk-s-eye-in-the-sky-may-hurt-japan-s-defense
- Infected USBs used by Japan defense forces were procured improperly: report（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：Infected USBs used by Japan defense forces were procured improperly: report（feed 未提供公开摘要，资产范围: 待确认）
- related_theme: Defense_space | https://asia.nikkei.com/spotlight/cybersecurity/infected-usbs-used-by-japan-defense-forces-were-procured-improperly-report
- Nvidia CEO to attend Trump dinner for Xi, source says（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 CEO to attend Trump dinner for Xi, source says Reuters 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMiogFBVV95cUxNdDNGcU9fWlg4SmVTNzN2UUF1dUduZHFPVXFESnRBbDV3d081endTWHFQd2hNZUx6UThibVBxWHdycmFmUlBWcUZmY0NZdlVLdFhETHk3bGZJaURIb3lSVzdHcjFjZEhSTi1qTzJEWGpyYmpXODdTWVRJX3c2dmpVQXBWWEN6dlZFUFhNTnctbFVwYjk4WFFuSjg0RVlMZDFOUkE?oc=5
- From hallucinating AI chatbots to wiping out humanity: How did we get here?（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）：From hallucinating AI chatbots to wiping out humanity: How did we get here? Reuters 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: AI_applications | https://news.google.com/rss/articles/CBMixAFBVV95cUxNcG5RTzFSbmtaY0RGal9jR3ZJYUZ6emc0SFpzaFNLSTZmMEhCdjZpMFdGd1pQTWFERWpfZGNyZldOWW9tb3BYQm1HYm5Wbjc2TkRXYzdFejY1T3BVSUY0Uzdxd3BEbkZnM2VaZzZuMmRNMlJGZnZZaGxHbTBQTEZJTDVfdWlicXpza1dQZ3ZGOTdWQi1lYldfaWktZG1EYk43QXJPUlhTandLMVdlbGJGdzRaRmtPM0hUQUpaVWFVdEtzX2JM?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 7 天无证据
主题无卖方覆盖
- Data_Center_Grid_Infrastructure: 近 7 天无研报/券商观点
- Gold_Inflation_Real_Assets: 近 7 天无研报/券商观点
- Structured_Yield: 近 7 天无研报/券商观点
- Private_AI_PreIPO: 近 7 天无研报/券商观点
相邻主题缺深度分析
- AI_Software_Monetization: 6 条新闻但无深度分析
- Data_Center_Power_Cooling: 2 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 229 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 27 条（同一事件只出现两天）；低信息量 8 条（page_snapshot×8）
- [待修] tsmc_ir_revenue: 抓到条目但基本无摘要（extraction 低）｜配 excerpt_selector 或改用带摘要的 feed
- [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] boj_mpm: 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] dart_korea: 已禁用（bot 防护/无 feed/待配 selector）｜验证 feed_url 或配 item_selector 后启用
- [源头候选] Seeking Alpha（seekingalpha.com）: 近 14 天 18 条高质量内容（主题: Rates_duration, Memory_cycle, Semiconductors）——
alpha-radar source-scout查看/收编 - [源头候选] TipRanks（tipranks.com）: 近 14 天 16 条高质量内容（主题: FX_japan, Japan_value_up, ETF_flows_index_concentration）——
alpha-radar source-scout查看/收编 - [源头候选] digitimes（digitimes.com）: 近 14 天 12 条高质量内容（主题: Memory_cycle, Semiconductors）——
alpha-radar source-scout查看/收编 - [page_snapshot] hkex_stock_connect_stats: Historical Daily（页面快照 2026-09-15）
- [page_snapshot] jpx_etf_list: Listed Issues - ETFs | Japan Exchange Group（页面快照 2026-09-15）
- [page_snapshot] twse_foreign_trading: Daily Trading Details of Foreign and Other Investors - Taiwa
- [page_snapshot] ssga_sector_tracker: Sector tracker | State Street（页面快照 2026-09-15）