§0Market Theme Overview
- 今日主线: AI_Compute_Semiconductors（conflicting，42 条）、Memory_HBM（conflicting，7 条）、Japan_Value_Trading_Houses（weakening，4 条）
- strengthening / broadening: Healthcare_biotech(5/5)、Crypto_Gold(4/5)
- weakening: Japan_FX(5/5)、Cloud_Software_AI_Apps(5/5)、Japan_Value_Up(4/5)、Cybersecurity(1/5)
- conflicting: Semiconductors_Broad(5/5)、Memory_Cycle_Divergence(5/5)、Private_AI_preIPO(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）、AI_Agents_Coding（← 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 | conflicting | 5 | 5→4→5→5→5 | 42 (+24) | Semiconductors_Broad, AI_Infrastructure, AI_ASIC_Custom_Silicon | 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 | 7 (+4) | 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 | 5→1→4→4→5 | 4 (+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 | 5 | 1→1→1→2→4 | 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？ |
（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）
- AI_Compute_Semiconductors 数值锚点（2026-10-07）: TWSE 外资净卖超 NT$130.4亿
- 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: weakening（证据 3 条）
- 为什么在动: 今日证据: The survey reinforces Japan's acute sensitivity to the Iran war: with almost all crude imports sourc；Alibaba Group Holding stock falls 2.15 percent as cloud expands payments AD HOC NEWS
- 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: Reuters poll: 37% of Japan firms see oil volatility as bigge; Alibaba Group Holding stock falls 2.15 percent as cloud expa; SK Hynix bounces at Fibonacci support, cloud traps price: Li
- 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: weakening（证据 2 条）
- 为什么在动: 今日证据: Jamie Dimon says Anthropic's Mythos supercharged AI cybersecurity risks Business Insider；Cyberattacks against Japanese firms continue, putting millions at risk of identity theft The Japan T
- 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: Jamie Dimon says Anthropic's Mythos supercharged AI cybersec; Cyberattacks against Japanese firms continue, putting millio
- 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 6 条）
- 为什么在动: 今日证据: AIA Group announces unclaimed dividend deadline: stock after-hours at EUR 7.82, plus 0.13 percent AD；Xiaomi's Buyback Meets Its Toughest Audience Yet: The Pengcheng Demand Test 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: AIA Group announces unclaimed dividend deadline: stock after; Xiaomi's Buyback Meets Its Toughest Audience Yet: The Pengch; Tencent Holdings stock gets a HKD 100.4 million buyback upda
- Leading indicators: 回购公告金额; southbound 净流入
AI_Agents_Coding（← AI_Compute_Semiconductors，downstream，distance 1）
- State: strengthening（证据 2 条）
- 为什么在动: 今日证据: Meta's Muse Could Generate $27 Billion a Year, Citi Says as AI Agent Usage Surges Yahoo Finance；HPE launched AMD Epyc-powered ProLiant Gen13 servers for enterprise AI inference, agentic AI, and tr
- 与母主题的结构联系: agent/coding 是当前 AI 用量增长最快的负载
- Evidence: Meta's Muse Could Generate $27 Billion a Year, Citi Says as ; HPE’s Gen13 Signals Enterprise AI Shift to CPU-GPU Balance
- Leading indicators: coding assistant 收入与用量; token 消耗数据
§3Discovery Themes
Healthcare_biotech（discovery，strengthening，证据 4 条）
- 在讲什么: 今日证据: FOMC Minutes: Most participants assessed another hike would likely be appropriate by year end The US；仅基于公开标题/摘要；需要人工打开原文阅读。
- Evidence: investingLive Americas market news wrap: Fed officials prepa; AI companies run virtual drug trials, aim to improve success; Goldman Sachs Says China Biotech Is Where Big Pharma Is Shop
- 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: 核心观点（原文摘录）：Broadly speaking, when advisors and investors consider adding focused industry exposure t；核心观点（原文摘录）：Broadly speaking, when advisors and investors consider adding focused industry exposure t
- Evidence: Why Invest in Defense? The Case for Targeted Exposure; Why Invest in Defense? The Case for Targeted Exposure; Defense company executives underscore autonomous capabilitie
- 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 30 条，今日新增 18；近5日动量 5→4→5→5→5）
- what_changed: investingLive Americas market news wrap: Fed officials prepared to hike again this year; Reuters poll: 37% of Japan firms see oil volatility as biggest risk to earnings; Samsung profit surges ninefold to $80bn on AI chip 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: Samsung profit surges ninefold to $80bn on AI chip dema; Samsung reaches new profit record with memory chip wind
- contradicting_evidence: SpaceX credit risk jumps on worries over its borrowing ; Reuters poll: 37% of Japan firms see oil volatility as ; Nvidia Stock Falls. It’s Betting on These Start-Ups to
- 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: BofA: BofA downgrades BE Semiconductor on HBM delays, ASML threat
- 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: AI_Infrastructure（AI_Compute_Semiconductors / core_seed）
- current_state: unknown（动量 5/5，证据 10 条，今日新增 5；近5日动量 5→1→1→4→5）
- what_changed: Applied Digital’s Earnings Show Its Data Center Bet Is Starting to Pay Off - Barron's; T. Rowe Price Ultra Short-Term Bond ETF TBUX Up Almost $1 Billion YTD; T. Rowe Price Ultra Short-Term Bond ETF TBUX Up Almost $1 Billion YTD
- market_mechanism: AI infra capex 主线是否仍在支撑核心半导体/平台暴露？
- revenue_profit_transmission: 关注 NVDA, AVGO, SMH, SOXX, AIQ 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: （无）
- sell_side_consensus: 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）
- sell_side_divergence: 方向 up，无显性反共识观点
- leading_indicators: hyperscaler capex 指引; NVDA/AVGO 财报与订单; SMH / QQQ 资金流
- risks: capex 指引一旦转弱，高集中度指数回撤放大。
- what_to_verify_next: hyperscaler capex 指引; NVDA/AVGO 财报与订单; SMH / QQQ 资金流
- market_analysis: T. Rowe Price Ultra Short-Term Bond ETF TBUX Up Almost
§5Sell-Side Research Desk
Earnings & Estimate Revisions
- TSMC Stock Hits Record High, Morgan Stanley Raises Lam Research Price Target - NAI500
- Morgan Stanley | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：TSMC Stock Hits Record High, Morgan Stanley Raises Lam Research Price Target - NAI500 （无 LLM 摘要；公开摘要：TSMC Stock Hits Record High, Morgan Stanley Raises Lam Research Price Target NAI500）
- 主题: Semiconductors, AI_infrastructure
- https://news.google.com/rss/articles/CBMirAFBVV95cUxQOHEzV05DOG5jYzRFVmxkZkpYV2pyc0N5WEQ2MkZmdWY2QkF1V0lSQ3BwVDVUVXZpWlRfMkpQZHRIaXotMEVjWEhQRUxuSVN5X2tHTW0zZkVmSzNPcHdfTlZScjVKWEY3ei12MEFKR0ozUFpGV3dmS3ZmUU92Y3EyT0JwTlhTXzZDVzYxZ2FzOUtwamlxWU5ycVdZTm1uVWJCaXhaRUE0SnozeWk4?oc=5
- BofA downgrades BE Semiconductor on HBM delays, ASML threat
- BofA | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：BofA downgrades BE Semiconductor on HBM delays, ASML threat （无 LLM 摘要；公开摘要：BofA downgrades BE Semiconductor on HBM delays, ASML threat Investing.com）
- 主题: Semiconductors, Memory_cycle, AI_infrastructure
- https://news.google.com/rss/articles/CBMivAFBVV95cUxQdWR4VkJZUjZNWGYySkNRN1pBTE9EUzlLRDE4Y3BNVE9RdXpiY3hyWlhTSjgyMVpidGR1emFUTERyTFFBU3Voc0UyTG8zTmRRdTBfUW14MkoxV1Z4LUdURFo2dEUxS09aRGMwdTZpSnFrRW9KTVNDRGhWRkFLMkhkejlnLXdOeFFfY0diUkFOYXZmUkEtd3BaV1ZNWTNFSHI5OG5MZDNFUHpyM3N2cGtZRUtfamJzN2k0SmNzcA?oc=5
Strategy / Positioning
- RBI MPC October 2026: HSBC, JPMorgan Expect 25-Bps Rate Hike; Hawkish Guidance In Focus
- J.P. Morgan | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：RBI MPC October 2026: HSBC, JPMorgan Expect 25-Bps Rate Hike; Hawkish Guidance In Focus （无 LLM 摘要；公开摘要：RBI MPC October 2026: HSBC, JPMorgan Expect 25-Bps Rate Hike; Hawkish Guidance In Focus NDTV Profit）
- 主题: Rates_duration
- https://news.google.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?oc=5
- 'Legitimate concern': JPMorgan CEO Dimon says Anthropic's Mythos pushed cyber risk up 10 t
- J.P. Morgan | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：'Legitimate concern': JPMorgan CEO Dimon says Anthropic's Mythos pushed cyber risk up 10 times （无 LLM 摘要；公开摘要：'Legitimate concern': JPMorgan CEO Dimon says Anthropic's Mythos pushed cyber risk up 10 times The Business Times）
- 主题: Private_AI_preIPO
- https://news.google.com/rss/articles/CBMi6gFBVV95cUxQMXFxVm5uRDY0c1BoVGZyelhTVG9DT3cxTmdDOTVnX3QxNGpYSldTTUlTOFFMTGFDcnF6TkQzYVpCS0dQVElMOFk4Qm1RN3hrWnpZRks1cWYxNEhfM1lvZmhmTGNQTmdXNXBQdzZEa3RuUmJmZU16WmRCN0ZLdXo4QlB6U3RWM2JXcF9IVmZ4VjJSVWVleUIwcFVVMkQ4c3Bsb1IwdzRCNHpacGRfZlFEOE03N1lvZ3FJQkFGb0tHOXhmdDRZcWZLWXZFYzFUeldqd3VLXzl0NXhOS2tPSDBtZzA2OVRaWjBZNlE?oc=5
- Morgan Stanley reinstates this AI chipmaker as its top pick in semiconductors
- Morgan Stanley | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Morgan Stanley reinstates this AI chipmaker as its top pick in semiconductors （无 LLM 摘要；公开摘要：Morgan Stanley reinstates this AI chipmaker as its top pick in semiconductors Investing.com）
- 主题: Semiconductors
- https://news.google.com/rss/articles/CBMizwFBVV95cUxNV0RkcVZ6Z3BJNjdOenc3c0NUTVQwZTBOZDA2UjFXd0xkeTA5aElORWRNejZ0QkFqMmZtQ3c5Z09CNWxHM25FTzJHRS1keFdHcTFaZWVURlhrMEZaNWk1T0NwekRsU3BQc3BpaGhzZ013VmRsRGRLUExzZGpqMGgyX0lMeE44YXZLSF9NX2RQa3p3dVVwc3RkVGJ4T3hQZ0VVbGgwRmJBTkoybUYycHVLNVlmckRhbnRvTHZkWWZ3dnZwZHlnUk1INTd2TmstaW8?oc=5
§6Sell-Side Consensus & Dispersion
Semiconductors（up，12 份，confidence medium）
- consensus: 12 份观点（BofA, Goldman Sachs, Morgan Stanley）：看多 7 / 看空 1
- 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: BofA: BofA downgrades BE Semiconductor on HBM delays,
AI_infrastructure（up，7 份，confidence medium）
- consensus: 7 份观点（Goldman Sachs, J.P. Morgan, Morgan Stanley）：看多 5 / 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（mixed，5 份，confidence medium）
- consensus: 5 份观点（BofA, Goldman Sachs, J.P. Morgan, Morgan Stanley）：看多 1 / 看空 1
- 简介: 共识方向 mixed；看多: Goldman Sachs: Memory price hikes are not over yet! Goldman Sachs: Q4 ASP forecasts exceed expectations, ；看空: BofA: BofA downgrades BE Semiconductor on HBM delays, ASML threat
Crypto_gold（up，3 份，confidence medium）
- consensus: 3 份观点（Citi）：看多 2 / 看空 1
- 简介: 共识方向 up；看多: Citi: BTC Price Target: Citi Raises Bitcoin Forecast To $113K, Ethereum Target To $3,028 As ETF ; Citi: Citi (C.US) raises Bitcoin price target to $11；看空: Citi: BTC Outlook: Citi Reverses Two Price Target Cut
§7Deep Reading Queue
- The US 10-year just hit a 2002 high. Does it give the US Dollar its next leg?
- 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）：The US 10-year just hit a 2002 high. Does it give the US Dollar its next leg? In 2026, the US Dollar Index (DXY), which measures the Dollar against six major cu 受影响资产：美股 ETF（driver: FX）
- theme: Rates_duration, FX_japan
- https://www.fxstreet.com/analysis/the-us-10-year-just-hit-a-2002-high-does-it-give-the-us-dollar-its-next-leg-202610071924
- Foreign ETFs Draw Nearly Double U.S. Large-Cap Flows
- source: vettafi_etftrends | analysis_type: ETF_flow_positioning
- 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）：International stock ETFs drew nearly double the new money of U.S. large-cap funds in September, according to FactSet’s monthly ETF summary. Key Takeaways: Forei 受影响资产：日本 ETF（driver: flow）
- theme: ETF_flows_index_concentration, Data_center_power
- https://www.etftrends.com/equity-etf-content-hub/foreign-etfs-draw-nearly-double-u-s-large-cap-flows/
- T. Rowe Price Ultra Short-Term Bond ETF TBUX Up Almost $1 Billion YTD
- source: vettafi_etftrends | analysis_type: ETF_flow_positioning
- 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）：Yields and rates continue to climb, as debt markets contend with growing risk and huge capex by the AI hyperscalers. That has impacted bond values, and started 受影响资产：美股 ETF（driver: flow）
- theme: AI_infrastructure
- https://www.etftrends.com/active-etf-content-hub/t-rowe-price-short-term-bond-etf-tbux-1-billion-ytd/
- High-Yield Prospects: October 7 Edition
- 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）：Here is a look at ETFs that currently offer attractive income opportunities. The high-yield candidates included in this list meet two sets of criteria. First, e 受影响资产：待确认（driver: valuation）
- theme: -
- https://etfdb.com/news/2026/10/07/high-yield-prospects-oct-7-edit/
- What “Real” Interest Rates Are Telling Us
- 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）：One of the most important concepts in economics and finance is the “real” rate of return on an investment. The real rate is calculated by subtracting the rate o 受影响资产：美股 ETF（driver: macro_rates）
- theme: Rates_duration
- https://etfdb.com/etf-strategist-channel/what-real-interest-rates-are-telling-us/
高信誉待人工阅读（只有公开标题/摘要）
- SpaceX credit risk jumps on worries over its borrowing spree（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）：Leap in credit default swaps tracking Elon Musk’s aerospace group follows an FT report that it is seeking to raise $40bn to buy Nvidia chips 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://www.ft.com/content/4f2417d3-3de6-4f62-bd3a-8c8f740a4b29?syn-25a6b1a6=1
- Samsung profit surges ninefold to $80bn on AI chip demand（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）：World’s largest memory-chip maker posts record earnings for the three months to September 与资产的关系：韩国半导体（driver: earnings）
- related_theme: Semiconductors | https://www.ft.com/content/8943785b-0919-4a49-8ab5-48e4a35a6e00?syn-25a6b1a6=1
- Samsung Q3 profit jumps nearly 9 times to $80bn in AI chip boom（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 Q3 profit jumps nearly 9 times to $80bn in AI chip boom（feed 未提供公开摘要，资产范围: 韩国半导体）
- related_theme: Semiconductors | https://asia.nikkei.com/business/tech/semiconductors/samsung-q3-profit-jumps-nearly-9-times-to-80bn-in-ai-chip-boom
- Australia's AirTrunk to triple Japan data center investment to up to $30bn（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：Australia's AirTrunk to triple Japan data center investment to up to $30bn（feed 未提供公开摘要，资产范围: 待确认）
- related_theme: AI_infrastructure | https://asia.nikkei.com/editor-s-picks/interview/australia-s-airtrunk-to-triple-japan-data-center-investment-to-up-to-30bn
- Samsung Q3 profit jumps nearly nine-fold as AI memory boom lifts chip earnings（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）：Samsung Q3 profit jumps nearly nine-fold as AI memory boom lifts chip earnings Reuters 与资产的关系：韩国半导体（driver: earnings）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMiqwFBVV95cUxOM00tZmVPZWtsRV9qcGV1VEtMajUtWXVxZlZVdU9HblZLWHBTZjNtQ0NuZHBJRjFOX2ktN0VkUmFERDBwNnhySHNPNTZ6bmZnZ08tTTN6WlhsMi1vR1Fnb2NBa2ZCZXNlcjRPOE1SVERxYnhJeGZmN0s1V0ZWWW4wSU45Z3gxRTBXZGVwRVpDX2F5Vm1aMzhDODI5cDFXU2RhX0pBOHpfeFNqNjg?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
- 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
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: 3 条新闻但无深度分析
- Cybersecurity_AI_Governance: 2 条新闻但无深度分析
- Japan_Corporate_Governance: 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 263 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 6 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 16 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 15 条高质量内容（主题: Semiconductors）——
alpha-radar source-scout查看/收编 - [源头候选] 매일경제（mk.co.kr）: 近 14 天 14 条高质量内容（主题: Semiconductors, Memory_cycle）——
alpha-radar source-scout查看/收编 - [page_snapshot] hkex_stock_connect_stats: Historical Daily（页面快照 2026-10-07）
- [page_snapshot] jpx_etf_list: Listed Issues - ETFs | Japan Exchange Group（页面快照 2026-10-07）
- [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