§0Market Theme Overview
- 今日主线: AI_Compute_Semiconductors（weakening，37 条）、Japan_Value_Trading_Houses（weakening，11 条）、Memory_HBM（conflicting，8 条）
- strengthening / broadening: Crypto_Gold(5/5)、ETF_Flows_Index_Concentration(4/5)、Private_AI_preIPO(1/5)
- weakening: Semiconductors_Broad(5/5)、Japan_FX(5/5)
- conflicting: Memory_Cycle_Divergence(5/5)、Rates_Duration(5/5)
- 新出现的相邻主题: Cloud_Software_AI_Apps（← AI_Compute_Semiconductors）、China_Memory_Localization（← Memory_HBM）、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 | weakening | 5 | 5→5→5→5→5 | 37 (+14) | 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？ |
| Japan_Value_Trading_Houses | weakening | 5 | 4→5→1→4→4 | 11 (+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？ |
| Memory_HBM | conflicting | 5 | 5→5→5→5→5 | 8 (+1) | 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 | strengthening | 5 | 3→5→1→1→4 | 6 (+2) | Crypto_Gold | 黄金/比特币是否在承担组合分散角色？ |
（今日无证据的种子主题: China_Internet_Platforms, Data_Center_Grid_Infrastructure, Defensive_Cash_Duration, Structured_Yield, Private_AI_PreIPO）
- China_Internet_Platforms 数值锚点（2026-10-13）: Southbound 净流出 HK$4.6亿（买 353 / 卖 357 亿），southbound 买入榜首 KB LAMINATES
- AI_Compute_Semiconductors 数值锚点（2026-10-13）: TWSE 外资净卖超 NT$1,652.9亿
- 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: emerging（证据 1 条）
- 为什么在动: 今日证据: Jamie Dimon Says JPMorgan Isn’t Using External AI Agents Forbes
- 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: Jamie Dimon Says JPMorgan Isn’t Using External AI Agents
- Leading indicators: 软件厂商 AI 收入披露; IGV/QQQ 相对表现
China_Memory_Localization（← Memory_HBM，risk_factor，distance 1）
- State: strengthening（证据 20 条）
- 为什么在动: 今日证据: Today’s Market Recap: U.S. Stocks Mixed as CXMT's New Architecture Weighs on Memory Chip Stocks; San；KOSPI Drops 5% as China's CXMT Chip Advance Hits Samsung and SK Hynix BeInCrypto
- 与母主题的结构联系: CXMT/YMTC 扩产压制 commodity 内存价格
- Evidence: Today’s Market Recap: U.S. Stocks Mixed as CXMT's New Archit; KOSPI Drops 5% as China's CXMT Chip Advance Hits Samsung and; US chip stocks extend slide as China memory report, AI spend
- Leading indicators: CXMT 产能与良率; 中国设备进口数据
Shareholder_Return（← China_Internet_Platforms，macro_driver，distance 1）
- State: strengthening（证据 4 条）
- 为什么在动: 今日证据: Xiaomi's Buyback Draws Applause, but Component Costs and Sluggish Shipments Set the Real Agenda ad-h；OSG Completes 3.65 Billion Yen Share Buyback; Shares Rise 5% www.marketscreener.com
- 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 Draws Applause, but Component Costs and Slu; OSG Completes 3.65 Billion Yen Share Buyback; Shares Rise 5%; Metaplanet Issues $329M Convertible Bonds to Refinance Debt
- Leading indicators: 回购公告金额; southbound 净流入
AI_Agents_Coding（← AI_Compute_Semiconductors，downstream，distance 1）
- State: emerging（证据 1 条）
- 为什么在动: 今日证据: Microsoft unveiled Maia 300, its third-generation AI chip, as Maia 200 goes live, powering Copilot.
- 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: Microsoft Pushes Custom AI Chips with Azure Maia 300
- Leading indicators: coding assistant 收入与用量; token 消耗数据
§3Discovery Themes
ETF_Flows_Index_Concentration（discovery，strengthening，证据 2 条）
- 在讲什么: 今日证据: 核心观点（原文摘录）：The Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) has joined the billion-doll；核心观点（原文摘录）：3 bullish Gold views, 3 different reasons: A 45-year chart, record ETF flows and China's
- Evidence: SKOR Hits $1 Billion AUM Milestone Amid Corporate Bond Yield; 3 bullish Gold views, 3 different reasons: A 45-year chart,
- 处置: 连续多日活跃可提名进 theme_adjacency.yaml 或 seeds
Healthcare_biotech（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。；核心观点（原文摘录）：Healthcare stocks have finally stepped back into the spotlight. After spending much of th
- Evidence: Zealand Pharma, Generate strike AI obesity drug deal worth u; From Laggard to Leader: The Surprising Comeback of Healthcar; From Laggard to Leader: The Surprising Comeback of Healthcar
- 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: weakening（动量 5/5，证据 34 条，今日新增 12；近5日动量 5→5→5→5→5）
- what_changed: Nasdaq ends down as chipmakers fall and bank earnings roll in; Nvidia buys stakes in French tech startups Doctolib, Genesis AI; Why Nvidia Stock Is Up Even as Microsoft Launches the Maia 300 - 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: （无）
- contradicting_evidence: Nasdaq ends down as chipmakers fall and bank earnings r; Why Micron Stock (MU) Is Falling Today: Musk Flags Chin; KOSPI Slumps as AI Chip Panic Spreads. Micron Rivals SK
- 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）
Theme: Japan_FX（Japan_Value_Trading_Houses / core_seed）
- current_state: weakening（动量 5/5，证据 11 条，今日新增 1；近5日动量 4→5→1→4→4）
- what_changed: investingLive Americas FX news wrap 13 Oct: Dollar retreats as traders await CPI; oil rise; Japan wholesale inflation misses at 6.8% but stays high enough to keep BOJ hike alive; Nikkei Stock Average Plunges 1,253 Yen as Semiconductor Stocks Tumble on China Memory Chip
- market_mechanism: 日元路径是否改变对冲 vs 不对冲日本 ETF 的相对收益？
- revenue_profit_transmission: 关注 相关标的 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: Japan wholesale inflation misses at 6.8% but stays high; 3 Japanese Export Stocks Retail Investors Are Watching
- sell_side_consensus: （近 7 天无研报覆盖）
- sell_side_divergence: -
- leading_indicators: USDJPY 与美日利差; 投机性日元空头持仓
- risks: carry unwind 时不对冲份额回撤剧烈。
- what_to_verify_next: USDJPY 与美日利差; 投机性日元空头持仓
- 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
- JPMorgan cuts target for Alibaba Group stock to USD 200.00 - ad-hoc-news.de
- J.P. Morgan | rating_or_target_change | 质量 1/5 | media_summary
- 简介: 观点：JPMorgan cuts target for Alibaba Group stock to USD 200.00 - ad-hoc-news.de （无 LLM 摘要；公开摘要：JPMorgan cuts target for Alibaba Group stock to USD 200.00 ad-hoc-news.de）
- 主题: HK_china_flow_policy
- https://news.google.com/rss/articles/CBMivgFBVV95cUxNUUQxMFM4Q2t5VGNkZEJlamg2RlM0RHl6aHkxTXFXVHl1WXJPdGdPMWxLR2FlUVpJM1FFb29WUnpxMHVqZlJiNjhBVEJudjVIVXIzWTh2c1NkX0Naekk2RDRuT1NZbGlXZVIyeW5vbUZhcU5hLUZzTXN0VkRzd1lpcWYtYTZJVmp3MWxqc2ZweGVpdXdvVmgtMWFDcTFHY210TzEyaE1WTnVQd19LUXF4dUFiNE1xRnR4SlNJR29R?oc=5
- Alibaba Stock Jumps as BofA Hikes Price Target Ahead of Earnings
- BofA | earnings_preview | 质量 1/5 | media_summary | 另有 1 条转述（已去重）
- 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
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
- Jamie Dimon Says JPMorgan Isn’t Using External AI Agents
- J.P. Morgan | strategy_positioning | 质量 1/5 | media_summary
- 简介: 观点：Jamie Dimon Says JPMorgan Isn’t Using External AI Agents （无 LLM 摘要；公开摘要：Jamie Dimon Says JPMorgan Isn’t Using External AI Agents Forbes）
- 主题: AI_applications
- https://news.google.com/rss/articles/CBMizwFBVV95cUxOS0R1bmhwSWQtMXpMcm83YUNtUm5ZVHhRYThuSkxySU83WElJakk3OTFyUDJTb0pTUWJzbnpFTFZucVJ4eklwNWc0eHQ2X3hIUUZmeXR6cFVDTGxMZzJyY0ZLOUZhSW5EV1hvdVpSV2hia3V6V3RfZnVJWXpjLVAtRnF4U0d6TGpkdE1VV29waF9UQlJ4OHRFYUlCV01ZTjctT3ZkX1RfSUpuX2kyakM0UjFPMXFNZjFiQU5kdnltTlgzSWp6ZkdfVXd2M1NIdGc?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
§6Sell-Side Consensus & Dispersion
HK_china_flow_policy（up，13 份，confidence medium）
- consensus: 13 份观点（BofA, CLSA, J.P. Morgan, Jefferies, Morgan Stanley）：看多 8 / 看空 2
- 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
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）
Rates_duration（mixed，2 份，confidence low）
- consensus: 2 份观点（J.P. Morgan）：看多 0 / 看空 0
- 简介: 共识方向 mixed；看多: （无）；看空: （无）
Healthcare_biotech（mixed，2 份，confidence low）
- consensus: 2 份观点（Goldman Sachs, J.P. Morgan）：看多 0 / 看空 0
- 简介: 共识方向 mixed；看多: （无）；看空: （无）
§7Deep Reading Queue
- SKOR Hits $1 Billion AUM Milestone Amid Corporate Bond Yield Surge
- 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，主题相关 5/5）
- 摘要: 核心观点（原文摘录）：The Northern Trust Credit-Scored US Corporate Bond ETF (SKOR) has joined the billion-dollar club for assets under management. Key Takeaways: SKOR attracted $247 受影响资产：美股 ETF（driver: flow）
- theme: Rates_duration, ETF_flows_index_concentration
- https://www.etftrends.com/fixed-income-content-hub/skor-hits-1-billion-aum-milestone-amid-corporate-bond-yield-surge/
- How Thematic ETFs Help Investors Meet the AI Moment
- source: vettafi_etftrends | 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）：The ETF ecosystem grows almost every day, with hundreds of new strategies and massive flows coming with each year that goes by. Thanks to the ETF wrapper’s flex 受影响资产：待确认（driver: flow）
- theme: -
- https://www.etftrends.com/equity-etf-content-hub/thematic-etfs-help-investors-ai-moment/
- Big Bank Earnings Week Puts a Third of TFNS in Focus
- source: etfdb_news | analysis_type: earnings_capex_margin
- 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）：Big bank earnings season starts Tuesday, and the T. Rowe Price Financials ETF (TFNS ) has a lot riding on it. Thirteen of its holdings report from Tuesday throu 受影响资产：待确认（driver: earnings）
- theme: -
- https://etfdb.com/active-etf-content-hub/big-bank-earnings-week-puts-a-third-of-tfns-in-focus/
- 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
高信誉待人工阅读（只有公开标题/摘要）
- Asian tech shares plunge after Chinese chipmaker reports key advance（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：Asian tech shares plunge after Chinese chipmaker reports key advance（feed 未提供公开摘要，资产范围: 美股 ETF）
- related_theme: Semiconductors | https://asia.nikkei.com/business/markets/asian-tech-shares-plunge-after-chinese-chipmaker-reports-key-advance
- TSMC, Intel supplier Qnity bets on local production to win business（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：TSMC, Intel supplier Qnity bets on local production to win business（feed 未提供公开摘要，资产范围: 台湾半导体）
- related_theme: Semiconductors | https://asia.nikkei.com/editor-s-picks/interview/tsmc-intel-supplier-qnity-bets-on-local-production-to-win-business
- Nvidia buys stakes in French tech startups Doctolib, Genesis AI（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 buys stakes in French tech startups Doctolib, Genesis AI Reuters 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMitAFBVV95cUxPem1BSmpvVlh6YW1EbjdzZEV1eC1EM0Jmcm5RS1pnNWdqQTlua19zbWtZVW9UeGJoV2lucjJFajItdWVmSVZ2dHk3YzBRbEFGLVlHZ1U4UnBSWFBhTlJZTnByRjRmcWVGenVkcTB2OXVQeWx3Z19qbTBSdFFleTBpbGlaVWFLZlJVMHdUeE9RNVExX2VlT09EZkI4ekg2SEdhVmlqdW45VGhBbzRadERGZ3AwQlI?oc=5
- Brutal session for chip stocks shows AI trade is turning（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）：Brutal session for chip stocks shows AI trade is turning Reuters 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMimAFBVV95cUxPM1RJWWJHTmtIMnhaYWVyeFFpYV8wZndZMUFOVXM2NkpJdUNfRGlyQzdHeVcwMXkxcXkyWFFZQ3hXS3RpM0NqZUtNcmxNd3NkSGZETmlvTjRRYjJ3X3BXa0FEamh0NDExSTZieGRHam9BdFBiZXdOcTBSUXRPNlFEeTVKOEtkN3JiV25QUEsyekp0OTJRaU5nVA?oc=5
- Elon Musk Says ‘No Crying in the Casino’ After Broadcom CEO Warns AI Frenzy Is Getting Out（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）：Elon Musk Says ‘No Crying in the Casino’ After Broadcom CEO Warns AI Frenzy Is Getting Out of Hand Barron's 与资产的关系：美股 ETF（driver: AI_fundamental）
- related_theme: Semiconductors | https://news.google.com/rss/articles/CBMifEFVX3lxTE5RdEU2OWItTHotZG1RWWVPb25XYy1xYmEtQ1BzTlZ4Vk5BaGRlSk5mX1RqQ2VJWlVVQUM4UnV4dG5EYzFub0FpY190blY1Tl94X3dPUmludzktYnc4eExCZXpfT2FYXzBzQmRVRUtEd25HVTdmNEZqajdHemk?oc=5
§8Coverage Gaps
主题长期无更新（stale）
- China_Internet_Platforms: 近 8 天无证据
核心主题缺高质量新闻
- Data_Center_Grid_Infrastructure: 今日无合格新闻
- Structured_Yield: 今日无合格新闻
相邻主题缺深度分析
- Japan_FX: 11 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 262 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 12 条（同一事件只出现两天）；低信息量 13 条（page_snapshot×10, insufficient_data×3）
- [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 15 条高质量内容（主题: Memory_cycle, Semiconductors, FX_japan）——
alpha-radar source-scout查看/收编 - [源头候选] The Motley Fool（fool.com）: 近 14 天 14 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: Memory_cycle, Semiconductors）——
alpha-radar source-scout查看/收编 - [page_snapshot] hkex_stock_connect_stats: Historical Daily（页面快照 2026-10-13）
- [page_snapshot] jpx_etf_list: Listed Issues - ETFs | Japan Exchange Group（页面快照 2026-10-13）
- [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