§0Market Theme Overview
- 今日主线: AI_Compute_Semiconductors（conflicting，32 条）、Memory_HBM（conflicting，17 条）、Japan_Value_Trading_Houses（weakening，6 条）
- strengthening / broadening: Cloud_Software_AI_Apps(2/5)
- weakening: Rates_Duration(5/5)、AI_Infrastructure(5/5)、Japan_FX(4/5)
- conflicting: Semiconductors_Broad(5/5)、Memory_Cycle_Divergence(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）、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 | 32 (+18) | 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 (+11) | 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 | 4 | 5→4→5→1→4 | 6 (+3) | 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 | emerging | 1 | 5→4→1→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: China_Internet_Platforms, Gold_Inflation_Real_Assets, Defensive_Cash_Duration, Structured_Yield, Private_AI_PreIPO）
- China_Internet_Platforms 数值锚点（2026-10-12）: Southbound 净流入 HK$26.0亿（买 329 / 卖 303 亿），southbound 买入榜首 TENCENT
- AI_Compute_Semiconductors 数值锚点（2026-10-12）: TWSE 外资净卖超 NT$522.0亿
- 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 25,043 手（2026-10-06，周度）
§2Adjacent Theme Expansion
Cloud_Software_AI_Apps（← AI_Compute_Semiconductors，downstream，distance 1）
- State: strengthening（证据 2 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。；Morgan Stanley upgrades Manhattan Associates on cloud acceleration, AI traction Investing.com
- 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: IREN Stock Rallies. A Major Cloud Contract Shows the AI Stra; Morgan Stanley upgrades Manhattan Associates on cloud accele
- 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: unknown（证据 2 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 部署扩大攻击面并催生治理合规支出
- Evidence: Why IonQ Is Betting Big on Quantum Cybersecurity With $1.3 B; Microsoft CEO’s AI Warning Draws Little Reaction From Cybers
- 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: Seemingly rational choices by individual states will weaken collective energy security and accelerat
- 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: The diesel crisis is testing the limits of globalisation
- Leading indicators: 防卫预算; 核电重启; LNG 长约
China_Memory_Localization（← Memory_HBM，risk_factor，distance 1）
- State: strengthening（证据 21 条）
- 为什么在动: 今日证据: China’s CXMT makes progress in chip design pursued by Samsung, SK Hynix South China Morning Post；Memory Stocks Slide as China’s CXMT Flags Denser Chip Design: Micron and SK Hynix Fall 4%, Western D
- 与母主题的结构联系: CXMT/YMTC 扩产压制 commodity 内存价格
- Evidence: China’s CXMT makes progress in chip design pursued by Samsun; Memory Stocks Slide as China’s CXMT Flags Denser Chip Design; Micron Stock Drops as Chinese Rival CXMT Advances New Chip -
- Leading indicators: CXMT 产能与良率; 中国设备进口数据
§3Discovery Themes
Defense_space（discovery，unknown，证据 3 条）
- 在讲什么: 今日证据: 核心观点（原文摘录）：Each quarter, SPADE Indexes releases The SPADE Investor, covering trends, statistics, and；核心观点（原文摘录）：Each quarter, SPADE Indexes releases The SPADE Investor, covering trends, statistics, and
- Evidence: 4Q’26 Defense Sector Guide: Opportunities Amid Instability; 4Q26 Defense Sector Guide - Opportunities Amid Instability; How to Secure Data Centers During the Construction Phase
- 处置: 连续多日活跃可提名进 theme_adjacency.yaml 或 seeds
Healthcare_biotech（discovery，unknown，证据 2 条）
- 在讲什么: 今日证据: 核心观点（原文摘录）：Biotechnology stocks are showing signs of a renewed recovery, supported by a pickup in ph；核心观点（原文摘录）：Biotechnology stocks are showing signs of a renewed recovery, supported by a pickup in ph
- Evidence: Biotech’s Rebound Reality: Surging M&A Deals Meet Deep Retai; Biotech’s Rebound Reality: Surging M&A Deals Meet Deep Retai
- 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 28 条，今日新增 16；近5日动量 5→5→5→5→5）
- what_changed: Nvidia Falls Back From Record High. Its Stock Chart Offers a Warning. - Barron's; AI Chip Maker Cerebras Falls Sharply on Broader AI Market Fears - Barron's; Microsoft plans huge deployment of its own AI chips, with an eye on saving costs
- 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: TSMC expected to report sixth straight quarter of recor
- contradicting_evidence: KOSPI Drops 5% as China's CXMT Chip Advance Hits Samsun; AI Chip Maker Cerebras Falls Sharply on Broader AI Mark; Micron Stock Drops as Chinese Rival CXMT Advances New C
- sell_side_consensus: 共识方向 up；看多: Morgan Stanley: Morgan Stanley reinstates this AI chipmaker as its top pick in semiconductors; Morgan Stanley: TSMC Stock Hits Record High, Morgan Sta；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: Memory_Cycle_Divergence（Memory_HBM / core_seed）
- current_state: conflicting（动量 5/5，证据 17 条，今日新增 11；近5日动量 5→5→5→5→5）
- what_changed: Microsoft Boosts HBM Bandwidth by 2.5x with Maia 300 Accelerator; Weekly Recap: ADR intraday fall and Q4 DRAM price rise, margin risk
- 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: Microsoft Boosts HBM Bandwidth by 2.5x with Maia 300 Ac; Samsung Expands AI Memory Push Beyond HBM; [News] CXMT Accelerates 4F² DRAM Push, Eyes Year-End Se
- contradicting_evidence: Weekly Recap: ADR intraday fall and Q4 DRAM price rise,; Micron Stock Falls Nearly 4% as China's Memory Chip Pro; Micron stock drops on China CXMT denser memory chip new
- sell_side_consensus: 共识方向 down；看多: （无）；看空: BofA: BofA downgrades BE Semiconductor on HBM delays, ASML threat
- 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
- Alibaba Stock Jumps as BofA Hikes Price Target Ahead of Earnings
- BofA | earnings_preview | 质量 1/5 | media_summary
- 简介: 观点：Alibaba Stock Jumps as BofA Hikes Price Target Ahead of Earnings （无 LLM 摘要；公开摘要：Alibaba Stock Jumps as BofA Hikes Price Target Ahead of Earnings TradingView）
- 主题: HK_china_flow_policy
- https://news.google.com/rss/articles/CBMiwgFBVV95cUxNNEFnVnUxMVByNGdHMEo0SGU0SXo0ZlgwYVFCbDA1Y01lSWU1bTlxRUJDSkxIb0xpSWFsQ3pvSWNwY1pQdDBzOTFxWXRYRmtoUU1VTUdNVndTN3NTUnBBYmpHSV9Cbm5RenJoczFvMGRocmoyZGRNM2Q1MmU0bDMya3Vwa1N1NFF1ZVZKVm9HX1NURGpURDRpNVF0dWJpc0xmdUx1Q0dQN3hJQkpUZlZyWXE0R1kxRnMyZHVUdlRyaUlmUQ?oc=5
- Morgan Stanley upgrades Manhattan Associates on cloud acceleration, AI traction
- Morgan Stanley | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：Morgan Stanley upgrades Manhattan Associates on cloud acceleration, AI traction （无 LLM 摘要；公开摘要：Morgan Stanley upgrades Manhattan Associates on cloud acceleration, AI traction Investing.com）
- 主题: Cloud_software
- https://news.google.com/rss/articles/CBMi0AFBVV95cUxPTERGOVpXc3RqOUdoRFFPQUJjUHBwRkhUNmRDcjZwUGl1OVZfdjE4R1dJd3FFS3l5cmpKdGd6SnpBM0Q3UUlZeWlhREpMS21NeVl2QU1nMUpGMXVPR19FZk1CR1hkQ1hDQ3VOOW96dlFDT2RhWUlVSUhiOEtnalVtLWpTNU5maWpTVE9iU19SWE1COGZXYzlxbVpHbjYzVlpmeEUzUFZtOWl0dmRFV1B5VHRtNjdrNktOV2hiLTYyc3VpTk9TNUswdDFCQUtJaUNw?oc=5
Strategy / Positioning
- Gold Price Forecast: UBS Sees $5,200 By June 2027 On ETF Buying
- UBS | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Gold Price Forecast: UBS Sees $5,200 By June 2027 On ETF Buying （无 LLM 摘要；公开摘要：Gold Price Forecast: UBS Sees $5,200 By June 2027 On ETF Buying Exchange Rates UK）
- 主题: FX_japan, Crypto_gold
- https://news.google.com/rss/articles/CBMivgFBVV95cUxOMFBBdlZBMlFKZEk0RFBTWmhua25pZE1tNXpKeFk3aXlweEw4anBmRExzSG5MWGVtWXN6UGxtNWFoZWpKRkRMdFVFZjZBeXl5LU9mRDlOMWt4bFBBM3J5NUhJOHg0TkQwYl9LenhTRFVxV0E2cHJtYmt2azk2YnpGTDZNdHBjOGxJbVRGLXZtSHY0YUVnZDI3Z2dJdmEwbTZ4ZExUZ1JXaE5QR2hMMTR2WEhUOWhZd2ZLN3p4dWhR?oc=5
- Alibaba: BofA reiterates Buy ahead of Sept qtr earnings
- BofA | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Alibaba: BofA reiterates Buy ahead of Sept qtr earnings （无 LLM 摘要；公开摘要：Alibaba: BofA reiterates Buy ahead of Sept qtr earnings Investing.com）
- 主题: HK_china_flow_policy
- https://news.google.com/rss/articles/CBMisAFBVV95cUxPNllEc2hrS1d1cnJaVmdoYkRIcU5HSUdTTHA0em5OWDZvNGc3emZPQ3RXV0VBZ1NRaklnMVU4eU0zRDFUV0NwSkpoU3FmUFcxbHBYemxQdndhbmhteFg0b0pzY0ZHZXg0UzRiZTBPdFY4TGRCdWZnRXFDTmZhTDk4WUllRzM1aFZ1QjBlNjZUREI1Yk1LZmtIT1NDLXlRMmF0SkVoRmVKT1BsMzQ4V2psQg?oc=5
- Alibaba Has Lost 41% in a Year: Jefferies Sees 79% Upside
- Jefferies | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Alibaba Has Lost 41% in a Year: Jefferies Sees 79% Upside （无 LLM 摘要；公开摘要：Alibaba Has Lost 41% in a Year: Jefferies Sees 79% Upside Yahoo Finance）
- 主题: HK_china_flow_policy
- https://news.google.com/rss/articles/CBMimwFBVV95cUxQVHhfdDJheXlwRW8wellrYUQ2aVZLMjVsVTZxeGNKekc5UU1sMTBLb1owdkVFbnJYejhqRGs5UklhWHdJZU5qS0MxV0p6TmhfS2ZNeXdwNlhmdWdJUUJRamYzd1A1anE4YU9qeTkxNWFYMHNHaGM2eGpZdTd1Y2xyS3VEdWx5SjV0SkVNZlNXMnlrUzBXd3hxRjZDTQ?oc=5
§6Sell-Side Consensus & Dispersion
HK_china_flow_policy（up，12 份，confidence medium）
- consensus: 12 份观点（BofA, CLSA, Jefferies, Morgan Stanley）：看多 8 / 看空 1
- 简介: 共识方向 up；看多: Jefferies: Alibaba cloud revenue growth seen above 50% in financial year 2028, Jefferies maintains 'b; Jefferies: Jefferies raises Alibaba stock price；看空: CLSA: CITIC CLSA cuts target for Alibaba Health stock
Semiconductors（up，4 份，confidence medium）
- consensus: 4 份观点（BofA, Citi, Morgan Stanley）：看多 2 / 看空 1
- 简介: 共识方向 up；看多: Morgan Stanley: Morgan Stanley reinstates this AI chipmaker as its top pick in semiconductors; Morgan Stanley: TSMC Stock Hits Record High, Morgan Sta；看空: BofA: BofA downgrades BE Semiconductor on HBM delays,
Memory_cycle（down，4 份，confidence medium）
- consensus: 4 份观点（BofA, CLSA, Goldman Sachs, J.P. Morgan）：看多 0 / 看空 1
- 简介: 共识方向 down；看多: （无）；看空: BofA: BofA downgrades BE Semiconductor on HBM delays, ASML threat
Cloud_software（up，4 份，confidence medium）
- consensus: 4 份观点（Jefferies, Morgan Stanley）：看多 4 / 看空 0
- 简介: 共识方向 up；看多: Jefferies: Alibaba cloud revenue growth seen above 50% in financial year 2028, Jefferies maintains 'b; Jefferies: Jefferies raises Alibaba stock price；看空: （无）
§7Deep Reading Queue
- Upgrading U.S. Treasuries to lock in income
- 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，主题相关 5/5）
- 摘要: 核心观点（原文摘录）：Upgrading U.S. Treasuries to lock in income Market take Weekly video_20261012 Wei Li Global Chief Investment Strategist BlackRock SCRIPT
- theme: Rates_duration
- https://www.blackrock.com/us/individual/insights/blackrock-investment-institute/weekly-commentary#a-upgrading-u-s-treasuries-to-lock-in-income
- Q3 2026 Flow & Tell
- source: ishares_thematic | analysis_type: thematic_investing
- 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）：Investor Sentiment: What have investors told us? ETF & ETP flows reveal recent allocations, but we lean into our polling data for investor insights. Our "Tell" 受影响资产：待确认（driver: flow）
- theme: Crypto_gold
- https://www.ishares.com/us/insights/inside-the-market/etf-flows-investor-sentiment
- Why Higher Rates Haven’t Broken the Stock Market
- source: etfdb_news | analysis_type: ETF_flow_positioning
- 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）：For most of the past year, investors have been trying to answer what seems like a fairly straightforward question: How can the stock market continue to rise whe 受影响资产：待确认（driver: flow）
- theme: -
- https://etfdb.com/etf-strategist-channel/higher-rates-broken-stock-market/
高信誉待人工阅读（只有公开标题/摘要）
- China faces uphill battle to wean tech firms off Nvidia chips（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）：The country’s tech giants are snapping up products never designed to power advanced AI to satisfy soaring computing demands 与资产的关系：待确认（driver: supply_chain）
- related_theme: Semiconductors | https://www.ft.com/content/9dbd99db-6b0c-43bd-b7be-849f129df098?syn-25a6b1a6=1
- Microsoft plans huge deployment of its own AI chips, with an eye on saving costs（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）：Microsoft plans huge deployment of its own AI chips, with an eye on saving costs Reuters 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMiugFBVV95cUxPWHVSM1ltUmRIUHVldm04ZU5JX2hLc0lhYjZVaDMzMDlkVkxXNUM3OTFFVU1kdlM1R3BneGN5cXp3Ui1Yc211TFF0VUU3ZlpRWjhBRy0yOGJjdlZxR3FmdmFHdFNMRDM3Rnh3WjJMd0d1MHNINEdvdWpBVEc5TTJNMjk1Xy1JNEY2b1g5RkYzWXYtakQ0SmNnMHdoUlRnbjFMSWVBUm9QaVBXbkFNUVgwSDVLdURleTBwMHc?oc=5
- US panel approves PJM's registry of data centers, rejects plan to curtail power to them（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）：US panel approves PJM's registry of data centers, rejects plan to curtail power to them Reuters 与资产的关系：美股 ETF（driver: supply_chain）
- related_theme: AI_infrastructure | https://news.google.com/rss/articles/CBMixwFBVV95cUxNelMwdWdXcXc1aU5DLXExOVlIdWc4ZXU1Q0FXelg1MUFMcHhEa0FHYzRwWEhpZ3ZVZk1pMmlSU2JZTFRxcUkxTnFyeTNXdERBQWUxXzd0dVo5UVRnQXR3bVpaSFVLOHRuc0ZmNXlZeVprbEVHSW5sbnB1NjRQMDFUMmNYYUI3em1EYUplZVBBclBLdE1mck1DY18yNXZNb3JaQzRySjNybDZrbVdRRVlPaFo3U1VBaTVzNVFIWHE1SjBtM1VtRTQ4?oc=5
- AI Chip Maker Cerebras Falls Sharply on Broader AI Market Fears - 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）：AI Chip Maker Cerebras Falls Sharply on Broader AI Market Fears Barron's 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMiiwFBVV95cUxQdm5IN2VCQ2V0NEdqZkQ1Y3czOGcyT2dOVXRiZTZGRkxWVlRHdmFqVTRreVRTVGZ5NnctbnU1bzZ5Vk1LU1hadXVtX09NM2xNc0lYUkZZTTR5UHBJNFF6ZnlMM1R0N19DZTFqbTB3bks4VEQ2VkdKeUhoODg4QWFLUDE3V3lieXZpMVpN?oc=5
- Nvidia Falls Back From Record High. Its Stock Chart Offers a Warning. - 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 Falls Back From Record High. Its Stock Chart Offers a Warning. Barron's 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMijAFBVV95cUxOejVzVFN5MzdQZlAybkJUWldaVW5Db2lsbUZZeHF6MW9mdkxVYl9JSE5iZFpmV1R2NlhiWmw3a0M4RFRjNW9uV0V0OVZqSXRYUDBRamZCdk5EYmZpMFlwbzZPVUFJc2ZvZ0RmVXJodEJoMHRwZkFjVk5uVC1OS3dpdmZRSnQtX2hncndRQQ?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
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: 2 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: 3 条新闻但无深度分析
- Japan_FX: 3 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 257 条；core 6 / adjacent 4 / discovery 2 主题；深度阅读 3 条、研报 5 份、待解析 0 份；跨日重复抑制 14 条（同一事件只出现两天）；低信息量 11 条（page_snapshot×10, insufficient_data×1）
- [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
- [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
- [源头候选] Seeking Alpha（seekingalpha.com）: 近 14 天 16 条高质量内容（主题: Memory_cycle, Semiconductors, Rates_duration）——
alpha-radar source-scout查看/收编 - [源头候选] 매일경제（mk.co.kr）: 近 14 天 16 条高质量内容（主题: Semiconductors, Memory_cycle）——
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 2026-10-12）
- [page_snapshot] jpx_etf_list: Listed Issues - ETFs | Japan Exchange Group（页面快照 2026-10-12）
- [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