§0Market Theme Overview
- 今日主线: AI_Compute_Semiconductors（conflicting，22 条）、Memory_HBM（conflicting，13 条）、Japan_Value_Trading_Houses（strengthening，7 条）
- strengthening / broadening: Japan_FX(4/5)、Private_AI_preIPO(4/5)、Data_Center_Power(2/5)
- weakening: ETF_Flows_Index_Concentration(5/5)
- conflicting: Semiconductors_Broad(5/5)、Memory_Cycle_Divergence(5/5)、Crypto_Gold(5/5)、Rates_Duration(5/5)
- 新出现的相邻主题: Cloud_Software_AI_Apps（← AI_Compute_Semiconductors）、Japan_Energy_Security（← Japan_Value_Trading_Houses）、Shareholder_Return（← China_Internet_Platforms）、Nuclear_Power（← Data_Center_Grid_Infrastructure）
§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→4→5 | 22 (+9) | 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 | 13 (+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？ |
| Japan_Value_Trading_Houses | strengthening | 4 | 5→5→5→1→4 | 7 (+1) | 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 | strengthening | 2 | 2→1→1→1→1 | 3 (+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？ |
| China_Internet_Platforms | emerging | 1 | 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？ |
（今日无证据的种子主题: Gold_Inflation_Real_Assets, Defensive_Cash_Duration, Structured_Yield, Private_AI_PreIPO）
- AI_Compute_Semiconductors 数值锚点（2026-10-05）: TWSE 外资净买超 NT$719.0亿
- 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 14,161 手（2026-09-29，周度）
§2Adjacent Theme Expansion
Cloud_Software_AI_Apps（← AI_Compute_Semiconductors，downstream，distance 1）
- State: unknown（证据 7 条）
- 为什么在动: 今日证据: Alibaba (BABA) Stock May Be Reasonable Following Cloud Expansion News Simply Wall Street；Alibaba Stocks Jump 4% as AI Cloud Growth Reclaims the Narrative TradingView
- 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: Alibaba (BABA) Stock May Be Reasonable Following Cloud Expan; Alibaba Stocks Jump 4% as AI Cloud Growth Reclaims the Narra; New memory player CXMT begins mass production of DRAM platfo
- Leading indicators: 软件厂商 AI 收入披露; IGV/QQQ 相对表现
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: Japan's TEPCO to tap AI to speed nuclear restarts
- 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: Japan's TEPCO to tap AI to speed nuclear restarts
- 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 5 条）
- 为什么在动: 今日证据: Xiaomi's Buyback and 40,000 EV Deliveries Meet a 36% Year-to-Date Slide AD HOC NEWS；Tencent Holdings stock gains 0.43 percent as buyback resumes AD HOC NEWS
- 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: Xiaomi's Buyback and 40,000 EV Deliveries Meet a 36% Year-to; Tencent Holdings stock gains 0.43 percent as buyback resumes; H.U. Group Completes 5 Billion Yen Treasury Stock Buyback Pr
- Leading indicators: 回购公告金额; southbound 净流入
Nuclear_Power（← Data_Center_Grid_Infrastructure，upstream，distance 1）
- State: strengthening（证据 4 条）
- 为什么在动: 今日证据: The weakening of Russian deterrence has global implications — and they are not all positive；Japan's TEPCO to tap AI to speed nuclear restarts
- 与母主题的结构联系: 核电（含 SMR）是数据中心基荷电力的长期选项
- Evidence: Putin’s nuclear threats no longer work; Japan's TEPCO to tap AI to speed nuclear restarts; TVA Secures First SMR Construction Permit
- Leading indicators: SMR 订单/审批; 核电重启进度; PPA 签约
§3Discovery Themes
ETF_Flows_Index_Concentration（discovery，weakening，证据 2 条）
- 在讲什么: 今日证据: Weekly Recap: Prelim Q3 due Oct 8, 2026 and 76.6% KOSPI outflows by 005930 TradingView；Japan officials toughen tone on yen as USD/JPY holds near 158 Nikkei jumps 2.5% to three-month high
- Evidence: Weekly Recap: Prelim Q3 due Oct 8, 2026 and 76.6% KOSPI outf; investingLive Asia-Pacific market news: Dollar firms, oil ed
- 处置: 连续多日活跃可提名进 theme_adjacency.yaml 或 seeds
Defense_space（discovery，unknown，证据 5 条）
- 在讲什么: 今日证据: 核心观点（原文摘录）：VettaFi has experienced strong growth as a differentiated index provider in 2026. This mo；核心观点（原文摘录）：VettaFi has experienced strong growth as a differentiated index provider in 2026. This mo
- Evidence: VettaFi Locks In SPADE Defense Index Acquisition; VettaFi Locks In SPADE Defense Index Acquisition; Turkish arms group eyes Japan ties in air defense and underw
- 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 16 条，今日新增 7；近5日动量 5→5→5→4→5）
- what_changed: Nvidia Stock Hits Record as Key Supplier’s Revenue Booms on AI Demand - Barron's; Nvidia, Intel, Micron, XP Inc., PTC, Vaxcyte, Western Digital, and More Stocks That Explai; Wall Street banks launch record $60bn chip deal for Broadcom and Anthropic
- 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 Hits Record as Key Supplier’s Revenue Boom; Wall Street banks launch record $60bn chip deal for Bro; Nvidia, Hon Hai use robots to improve GB300 assembly su
- contradicting_evidence: Intel Stock Drops as Elon Musk Deals a Setback to the C
- sell_side_consensus: 共识方向 up；看多: Morgan Stanley: Nvidia Stock Regains ‘Top Pick’ Status At Morgan Stanley - Investor's Business Daily; Morgan Stanley: NVDA Stock Hits Record High Afte；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: Get Paid to Wait on Micron’s Next Move
Theme: Memory_Cycle_Divergence（Memory_HBM / core_seed）
- current_state: conflicting（动量 5/5，证据 13 条，今日新增 5；近5日动量 5→5→5→5→5）
- what_changed: SK Hynix Draws Regulatory Scrutiny on Water Discharge as Bernstein Trims HBM Outlook; Kepler Targets 2027 for Energy-Saving HBM Alternative
- 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: TrendForce Raises 2027 HBM Price Forecast as Supply Con
- contradicting_evidence: How (HBM) Movements Inform Risk Allocation Models
- sell_side_consensus: 共识方向 down；看多: Goldman Sachs: Memory price hikes are not over yet! Goldman Sachs: Q4 ASP forecasts exceed expectations, ；看空: Bernstein: Bernstein sees Samsung gaining HBM share, cuts SK Hynix target; Bernstein: SK Hynix Stock Rises While Bernstein Cuts Target
- 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）
§5Sell-Side Research Desk
Earnings & Estimate Revisions
- Morgan Stanley revisits Micron stock price target amid stellar growth
- Morgan Stanley | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：Morgan Stanley revisits Micron stock price target amid stellar growth （无 LLM 摘要；公开摘要：Morgan Stanley revisits Micron stock price target amid stellar growth thestreet.com）
- 主题: Memory_cycle
- https://news.google.com/rss/articles/CBMiswFBVV95cUxPbktHN0NOSW9sXzZmNGFWQjhnVHZudkI5b0R3MXp2aWU3cmVFaGYxazc0bHVTX3JRVTVVbjNZdkFnc1lDMWRUNFE0RVJMV2NoN3NtdVBYSldsVzdJM1RFUlF1Wm03X3Q5aElPMWVLU1MyX0hncHNkbzBpMFZNVHdEb1N2X1B2Mm9mU0JvaGg1RUhodlpOQnY3NE5Zc0NqUXJkNnQwd180N0JPUU9BZ2pVMU9ZZw?oc=5
- Goldman Sachs upgrades Komatsu stock rating on AI capex cycle
- Goldman Sachs | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：Goldman Sachs upgrades Komatsu stock rating on AI capex cycle （无 LLM 摘要；公开摘要：Goldman Sachs upgrades Komatsu stock rating on AI capex cycle Investing.com）
- 主题: AI_infrastructure
- https://news.google.com/rss/articles/CBMivgFBVV95cUxPV0ppelNFT3Vmb29BcUJwdGtNMXdkWFNnOFN0c2pXUlBISlhUbHljeWdRa21IbldTT1BYTklpT3I5SW9PcHgxejJrbVhYQlE0VWhtUEtaQVhpQktVOWRYU1NRNEFLSFNBN0xGd3lIVDRVUHZlbnZaWlpYaUVmcW0xMzlOUlpSMnZPN3A3TTI0MU84VlJUWWppZFd4VmYtb0RNNjEzaEgwelphUUtpQ2xjWEp4cFU3Qk1udzR4MGZR?oc=5
Strategy / Positioning
- Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley
- Morgan Stanley | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley （无 LLM 摘要；公开摘要：Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley Reuters）
- 主题: Semiconductors
- https://news.google.com/rss/articles/CBMivAFBVV95cUxOMF9lcTkxVU5OWUp5THhibUJWc3U0MWo5c2dreS02dFk3TGt4SlBXLVdpX0htOV85SnVsc3RUZjZJZDJac3p3bFgzS05uU2hjVXh5N0RjcFVtQml0TnBRSllwREVDdUVFOTBoTTRMT01RMnVUNGQtZk1ZY0ZIdUZHWHNBbjlaMk10dEpJZ3J5eTZHYjlDQW9JdEg4STBBLVNYNlFRb1J1aUJudHJkS2lmT0otSUJHdE5wVnJaXw?oc=5
- Goldman sees US data center growth intact despite opposition
- Goldman Sachs | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Goldman sees US data center growth intact despite opposition （无 LLM 摘要；公开摘要：Goldman sees US data center growth intact despite opposition Reuters）
- 主题: AI_infrastructure
- https://news.google.com/rss/articles/CBMiqAFBVV95cUxNT2ZTZDMzaGJJT2o2dGpLNE4xbzZXOFRJdzVVVm9OanBHT2tJdUhfOU1FWGdoNl9RRUpXa1pOWFo4QWJFbThDclBKTmlHVHFaQ3FFbUtHUW15bnNrRC1LTHNzcEE0djhsQmpkNUhjOENzWVdhLTZ0S3l5cUxoUHNlWHZJZlZXaEdsSmJxaEgwRFJjQ2tiRjkybE1IdFNnQzhHb09qR0ZnSFg?oc=5
- Nvidia, Broadcom May Be Surprisingly Safe From a 32-GW Hole in the AI Boom, Morgan Stanley
- Morgan Stanley | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Nvidia, Broadcom May Be Surprisingly Safe From a 32-GW Hole in the AI Boom, Morgan Stanley Says （无 LLM 摘要；公开摘要：Nvidia, Broadcom May Be Surprisingly Safe From a 32-GW Hole in the AI Boom, Morgan Stanley Says Benzinga）
- 主题: Semiconductors
- https://news.google.com/rss/articles/CBMiogFBVV95cUxQZTZYODBrV041a0VWY2s3Y3F2d09YNEtZckVnVHRXVVUtRmx0S3NjN2pGYU5zcTBwZmswWmRRbnFJdS1PVVVTdUpycndDTkNxSENxbnNDYThMM3VSN0hsd3kwZ0Y0SWh0MG14TmEzRm4wT1hYTUozSFA2RmF5R2VCTXBER0NEaENrMm80Zkh4R1cxaDA4MWpiM3N3Q19OWFZkWGc?oc=5
§6Sell-Side Consensus & Dispersion
Semiconductors（up，11 份，confidence medium）
- consensus: 11 份观点（Goldman Sachs, Morgan Stanley, UBS）：看多 5 / 看空 0
- 简介: 共识方向 up；看多: Morgan Stanley: Nvidia Stock Regains ‘Top Pick’ Status At Morgan Stanley - Investor's Business Daily; Morgan Stanley: NVDA Stock Hits Record High Afte；看空: （无）
AI_infrastructure（up，7 份，confidence medium）
- consensus: 7 份观点（Goldman Sachs, Morgan Stanley, UBS）：看多 4 / 看空 0
- 简介: 共识方向 up；看多: Morgan Stanley: NVDA Stock Hits Record High After Morgan Stanley Names Nvidia Top Pick, Says AI Trends Pla; Morgan Stanley: Nvidia in focus as Morgan ；看空: （无）
Memory_cycle（down，5 份，confidence medium）
- consensus: 5 份观点（Bernstein, Goldman Sachs, Morgan Stanley）：看多 1 / 看空 2
- 简介: 共识方向 down；看多: Goldman Sachs: Memory price hikes are not over yet! Goldman Sachs: Q4 ASP forecasts exceed expectations, ；看空: Bernstein: Bernstein sees Samsung gaining HBM share, cuts SK Hynix target; Bernstein: SK Hynix S
HK_china_flow_policy（up，3 份，confidence medium）
- consensus: 3 份观点（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: Morgan Stanley: Morgan Stanley cuts target for Tencen
§7Deep Reading Queue
- U.S. dollar: surprisingly resilient
- source: blackrock_bii_weekly | 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）：We think fundamental drivers, such as rate differentials, explain the dollar’s resilience this year, supporting our view that calls for its debasement are overd 受影响资产：待确认（driver: macro_rates）
- theme: -
- https://www.blackrock.com/us/individual/insights/blackrock-investment-institute/weekly-commentary#a-u-s-dollar-surprisingly-resilient
- September’s Top Articles for ETFDB Touch on AI, Interest Rates
- source: vettafi_etftrends | analysis_type: macro_rates_fx
- 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）：September’s top five articles were drawn from across the entire spectrum of the ETF Database content hubs, touching on a variety of topics that are dominating t 受影响资产：待确认（driver: macro_rates）
- theme: -
- https://www.etftrends.com/equity-etf-content-hub/septembers-top-articles-etfdb-ai-interest-rates/
- GFLW: Growth Is Alive & Well With This Free Cash Flow ETF
- 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）：Value-focused strategies have been gaining momentum across the broader market throughout 2026, but that doesn’t mean growth has simply fallen by the wayside. Tr 受影响资产：待确认（driver: AI_fundamental）
- theme: -
- https://etfdb.com/free-cash-flow-content-hub/growth-alive-well-free-cash-flow-etf/
- Get Paid to Wait on Micron’s Next Move
- source: vettafi_etftrends | analysis_type: earnings_capex_margin
- 细读价值: ★★★ 建议细读（质量 5/5，关联 active thesis，主题相关 5/5）
- 摘要: 核心观点（原文摘录）：Memory semiconductor giant Micron Technology (MU) delivered another set of blowout quarterly results last week. But in a sign that the bar is high for this comp 受影响资产：美股 ETF（driver: earnings）
- theme: Semiconductors
- https://www.etftrends.com/leveraged-inverse-content-hub/get-paid-wait-microns-next-move/
高信誉待人工阅读（只有公开标题/摘要）
- Wall Street banks launch record $60bn chip deal for Broadcom and Anthropic（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）：Syndication of the massive financing package tests lending appetite amid growing concerns over mounting AI debt 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors, Private_AI_preIPO | https://www.ft.com/content/5b9c8ce3-d07c-46f9-8cea-cbc4e7f8ccca?syn-25a6b1a6=1
- Mitsui Fudosan to build data center in abandoned tunnel in Japan（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：Mitsui Fudosan to build data center in abandoned tunnel in Japan（feed 未提供公开摘要，资产范围: 待确认）
- related_theme: AI_infrastructure | https://asia.nikkei.com/business/technology/artificial-intelligence/mitsui-fudosan-to-build-data-center-in-abandoned-tunnel-in-japan
- Nvidia-backed Reflection unveils first AI model to take on Chinese open models（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 Reflection unveils first AI model to take on Chinese open models Reuters 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMiuwFBVV95cUxNQ2FQR2h6dGd0eThzSjRKNENDQV9YMnpIZlVfWTNVV2tlSTEzZDJyU09MZ2s1Sk9lWVRESzdwQmdfQjlsRzZPVmJuUzRLQkp5UXhVUHpia2pZWHVfRmQyR21COWx2dGZxR0pzUmxvT3RUUDVhX1JRWm1LQXRfVmV5bGpIMFYtRHFoNW1UMlV3Q3h5X19QaVAxMnJ1SkxrU0pKVnJYcW9LNTNENVJldFc1VTNoRHdRRmNkVFM4?oc=5
- Nvidia Stock Hits Record as Key Supplier’s Revenue Booms on AI Demand - Barron's（barrons_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 Stock Hits Record as Key Supplier’s Revenue Booms on AI Demand Barron's 与资产的关系：美股 ETF（driver: earnings）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMigAFBVV95cUxOZ2JWNUhNcmRiRHFxQzdEUWlMVDI1d3VvYzFRTnFqT0V3RTdiRVhWUzU5NzhjNFhQdGVZYUdwSkhkWlpuT2RyLVhsYlljekxPeW0ycndId1Q0SThPWlpSMV9VNnV5QUstWkNDR1J4SF9Hc2Y5Rlh5eE93WnNoVk4xLQ?oc=5
- Nvidia, Intel, Micron, XP Inc., PTC, Vaxcyte, Western Digital, and More Stocks That Explai（barrons_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, Intel, Micron, XP Inc., PTC, Vaxcyte, Western Digital, and More Stocks That Explain Today’s Market Barron's 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMiZEFVX3lxTFA2SkZNSmdPMzdVUnlaenp2eW9mOUNlM1JSTWQzM3BYdGMxcjhxOGQ0eFRMWEJFM2VfY1JnNHhlbTMyQ2lKN3hPZXNqVzhpbVlPTEJxcS1memo0cU5oTUtOYW55eGc?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
主题无卖方覆盖
- Data_Center_Grid_Infrastructure: 近 7 天无研报/券商观点
- Japan_Value_Trading_Houses: 近 7 天无研报/券商观点
- Defensive_Cash_Duration: 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
- Japan_FX: 7 条新闻但无深度分析
- Duration_Reinvestment: 6 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 255 条；core 6 / adjacent 4 / discovery 2 主题；深度阅读 4 条、研报 5 份、待解析 0 份；跨日重复抑制 5 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 24 条高质量内容（主题: FX_japan, Rates_duration, Semiconductors）——
alpha-radar source-scout查看/收编 - [源头候选] Seoul Economic Daily（en.sedaily.com）: 近 14 天 14 条高质量内容（主题: Memory_cycle, FX_japan, Semiconductors）——
alpha-radar source-scout查看/收编 - [源头候选] Yahoo! Finance Canada（ca.finance.yahoo.com）: 近 14 天 13 条高质量内容（主题: Semiconductors）——
alpha-radar source-scout查看/收编 - [page_snapshot] hkex_stock_connect_stats: Historical Daily（页面快照 2026-10-05）
- [page_snapshot] jpx_etf_list: Listed Issues - ETFs | Japan Exchange Group（页面快照 2026-10-05）
- [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