{ "date": "2026-09-15", "schema_version": 4, "data_markdown": "## 市场广度\n\n## 上涨和下跌情况表\n\n| 指标 | 今日数值 | 占比 | 说明 |\n| --- | --- | --- | --- |\n| **上涨家数** | **1120** | 20.4% | 全市场上涨个股数 |\n| **下跌家数** | **4377** | 79.6% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.26** | — | >1 偏多，<1 偏空 |\n> 下方「市场广度」组合图（上涨/下跌堆叠柱 + 涨跌比折线）由 ECharts 渲染，可悬浮查看数值。\n\n\n\n---\n\n## 涨跌停情绪\n\n## 涨跌停情况表（感受情绪）\n\n| 指标 | 今日数值 | 说明 |\n| --- | --- | --- |\n| **涨停家数** | **32** | 占比 49.2% |\n| **跌停家数** | **33** | 占比 50.8% |\n| 涨跌比 | **0.97** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **1** | 连续涨停个股数 |\n| 市场高度 | **0** 板 | 最高连板天数 |\n| **炸板率** | **42.9%** | 炸板 24 家 /（涨停 32 + 炸板 24），封板强度反向指标 |\n> 下方「涨跌停情绪」组合图（涨停/跌停堆叠柱 + 涨跌比/连板/市场高度折线）由 ECharts 渲染，可悬浮查看数值。\n\n### 近 5 日涨跌停明细\n\n| 日期 | 涨停 | 跌停 | 涨跌比 | 连板数 | 高度(板) |\n| --- | --- | --- | --- | --- | --- |\n| 2026-09-09 | 49 | 7 | 7.00 | 0 | 5 |\n| 2026-09-10 | 40 | 13 | 3.08 | 0 | 4 |\n| 2026-09-11 | 40 | 21 | 1.90 | 0 | 4 |\n| 2026-09-14 | 56 | 18 | 3.11 | 0 | 0 |\n| 2026-09-15 | 32 | 33 | 0.97 | 1 | 0 |\n\n\n\n---\n\n## 板块涨幅排行\n\n### 板块指数涨幅排行（当日 / 近 5 日 / 近 10 日 合并）\n\n| 板块名称 | 当日涨幅 | 近 5 日涨幅 | 近 10 日涨幅 | 涨停家数 |\n| --- | ---: | ---: | ---: | ---: |\n| PET铜箔 | +1.72% | +2.90% | — | — |\n| 国家大基金持股 | +1.34% | — | — | — |\n| 光刻胶 | +1.15% | — | — | — |\n| 中芯国际概念 | +1.11% | — | — | — |\n| MLCC概念 | +1.03% | +5.89% | — | — |\n| 存储芯片 | +1.02% | -0.23% | — | — |\n| PVDF概念 | +0.97% | — | — | — |\n| 先进封装 | +0.81% | +0.07% | — | — |\n| 科创次新股 | +0.78% | — | — | — |\n| PCB概念 | +0.58% | +2.55% | — | — |\n| 培育钻石 | — | +0.79% | — | — |\n| 铜缆高速连接 | — | +0.63% | — | — |\n| MiniLED | — | +0.57% | — | — |\n| 共封装光学(CPO) | — | +0.40% | — | — |\n| EDR概念 | — | -0.18% | — | — |\n\n\n> - 表格为三档 TOP10 按「板块名称」去重并集：同一板块在多个周期上榜则合并一行显示三档涨幅，按当日涨幅降序排列；未进入某周期 TOP10 的显示「—」。\n> - 「涨停家数」列为当日该板块（同花顺概念口径）内涨停个股数，由涨停池聚合最佳努力匹配，未匹配显示「—」，仅供主线强度参考。\n\n\n---\n\n## 主力资金流向\n\n## 主力资金流向\n\n> **全市场主力净流入**：+16.46亿（上证指数，当日涨幅 +0.73%）；正值为资金整体净流入（做多），负值为净流出（派发）。\n\n### 板块主力净流入排行（概念板块 Top10）\n\n| 板块 | 主力净流入 | 主力净流入占比 | 当日涨幅 |\n| --- | ---: | ---: | ---: |\n| 半导体概念 | +40.75亿 | +1.08% | +0.30% |\n| PCB | +39.18亿 | +1.54% | +0.79% |\n| 存储芯片 | +28.81亿 | +1.54% | +1.01% |\n| 中芯概念 | +22.76亿 | +3.08% | +1.24% |\n| 2026中报扭亏 | +20.63亿 | +2.72% | -1.52% |\n| 北交所概念 | +18.75亿 | +15.43% | -1.20% |\n| 新材料 | +17.80亿 | +0.90% | -0.45% |\n| 网络安全 | +14.10亿 | +2.05% | -0.91% |\n| 光刻胶 | +13.24亿 | +5.04% | +1.09% |\n| 国产芯片 | +12.60亿 | +0.42% | -0.10% |\n\n> 主力净流入为正且当日上涨 → 资金主动做多该方向；净流入为正但下跌 → 低位吸筹；净流出 → 高位派发。\n\n### 板块主力净流出排行（概念板块 Top10）\n\n| 板块 | 主力净流入 | 主力净流入占比 | 当日涨幅 |\n| --- | ---: | ---: | ---: |\n| 融资融券 | -228.62亿 | -1.62% | -1.01% |\n| 富时罗素 | -172.51亿 | -2.52% | -1.04% |\n| HS300_ | -150.29亿 | -3.81% | -0.52% |\n| 大盘股 | -149.09亿 | -3.17% | -0.37% |\n| MSCI中国 | -144.98亿 | -2.09% | -0.31% |\n| 深股通 | -124.04亿 | -1.65% | -1.03% |\n| 标准普尔 | -122.77亿 | -2.43% | -1.13% |\n| 央国企改革 | -116.40亿 | -2.63% | -1.71% |\n| 沪股通 | -111.61亿 | -1.65% | -0.83% |\n| 权重股 | -109.41亿 | -7.95% | -0.60% |\n\n> 主力净流出居前且当日下跌 → 资金主动撤退（派发/出逃）；净流出居前但逆势上涨 → 拉高出货或分歧中（与净流入榜互为对照，看清资金真实态度）。\n\n\n---\n\n## 成交额前10个股\n\n## 当日成交额前 10 个股\n\n| 排名 | 代码 | 名称 | 成交额(亿) | 涨跌幅 | 换手率 | 最新价 |\n| --- | --- | --- | --- | --- | --- | --- |\n| 1 | 300308 | 中际旭创 | 156.14 | -1.03% | 1.62% | 864.01 |\n| 2 | 300750 | 宁德时代 | 155.59 | -6.16% | 1.13% | 316.36 |\n| 3 | 600176 | 中国巨石 | 146.75 | +3.97% | 7.84% | 47.09 |\n| 4 | 600183 | 生益科技 | 124.11 | +2.91% | 3.37% | 150.25 |\n| 5 | 688256 | 寒武纪 | 116.05 | +3.44% | 1.71% | 1075.79 |\n| 6 | 603986 | 兆易创新 | 106.94 | +1.75% | 4.37% | 363.11 |\n| 7 | 688825 | 长鑫科技 | 98.44 | -0.50% | 3.98% | 54.22 |\n| 8 | 300502 | 新易盛 | 97.27 | -1.22% | 1.94% | 397.01 |\n| 9 | 000636 | 风华高科 | 90.72 | -2.36% | 13.55% | 57.51 |\n| 10 | 002384 | 东山精密 | 88.54 | -1.24% | 3.44% | 182.82 |\n\n\n\n---\n\n## 指数行情与量能\n\n## 近 5 日成交额对比（主要指数并排）\n\n\n## 核心成长指数集合竞价量能（成分股竞价加总代理）\n\n> 下图按指数展示近 5 日集合竞价成交额（亿元），可在浏览器中悬浮查看数值。\n\n\n\n---\n\n## 板块跌幅排行\n\n### 板块指数跌幅排行（当日 / 近 5 日 / 近 10 日 前 5 名）\n\n| 板块名称 | 当日跌幅 | 近 5 日跌幅 | 近 10 日跌幅 |\n| --- | ---: | ---: | ---: |\n| 粮食概念 | -4.56% | — | -8.90% |\n| 转基因 | -4.42% | — | -10.77% |\n| 兵装重组概念 | -4.39% | — | — |\n| 玉米 | -4.32% | — | -8.44% |\n| 大豆 | -4.01% | — | — |\n| 金属锌 | — | — | -8.51% |\n| 化肥 | — | — | -8.08% |\n\n\n> - 表格为三档 TOP5 按「板块名称」去重并集：同一板块在多个周期上榜则合并一行显示三档跌幅，按当日跌幅升序（跌得最多的排最前）排列；未进入某周期 TOP5 的显示「—」。\n\n\n---\n\n## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 32 只）\n\n### 5连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 闽东电力 | 000993 | 16.80 | 10.02% | 公用事业 | 航运概念、碳交易、绿色电力 | 海上风电+清洁能源+福建国资 |\n\n### 4连板（1 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| ◉中新赛克 | 002912 | 28.45 | 10.02% | 计算机 | 智慧政务、财税数字化、华为鲲鹏 | AI安全+网络安全+深圳国资 |\n\n### 3连板（2 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 澳弘电子 | 605058 | 40.30 | 9.99% | 电子 | PCB概念、共封装光学(CPO)、毫米波雷达 | PCB+HDI板+AI服务器电源 |\n| 双星新材 | 002585 | 12.06 | 10.04% | 塑料 | PET铜箔、柔性屏(折叠屏)、OLED | MLCC离型膜+复合铜箔+聚酯薄膜 |\n\n### 二连板（3 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 宏盛股份 | 603090 | 40.21 | 10.01% | 机械设备 | 液冷服务器、数据中心(AIDC)、新能源汽车 | 液冷+热管理+数据中心 |\n| 博汇科技 | 688004 | 27.38 | 19.98% | 计算机 | AIGC概念、在线教育、多模态AI | 协议转让+视听安全+视听大数据 |\n| 启明信息 | 002232 | 16.81 | 10.01% | 计算机 | 数据要素、数字经济、智慧政务 | 网络安全+车联网+一汽配套 |\n\n### 首板（25 只）\n\n| 个股 | 代码 | 现价 | 涨跌幅 | 板块 | 同花顺概念 | 涨停原因(题材) |\n| --- | --- | --- | --- | --- | --- | --- |\n| 华正新材 | 603186 | 251.57 | 10.00% | 电子 | PCB概念、先进封装、MiniLED | 高速覆铜板+AI服务器+业绩增长 |\n| 北自科技 | 603082 | 48.16 | 10.00% | 机械设备 | 新型工业化、高端装备、军工 | 人形机器人+智能物流+资产收购 |\n| 欧克科技 | 001223 | 46.11 | 10.00% | 机械设备 | PCB概念、PET铜箔、消费电子概念 | PCB设备+PI膜+生活用纸 |\n| 和顺石油 | 603353 | 41.44 | 10.01% | 炼化及贸 | 华为数字能源、2026中报预增、芯片概念 | 半导体IP+成品油+客户资源 |\n| 上海洗霸 | 603200 | 39.81 | 10.00% | 公用事业 | 钠离子电池、锂电池概念、固态电池 | 固态电池+液冷服务器+水处理 |\n| 大金重工 | 002487 | 39.44 | 10.01% | 机械设备 | 海工装备、风电、绿色电力 | 海上风电+海外拓展+特种运输 |\n| 中晶科技 | 003026 | 30.58 | 10.00% | 电子 | 芯片概念、汽车电子、硅能源 | 硅片+订单+股权激励 |\n| 大为股份 | 002213 | 29.49 | 10.00% | 电子 | 存储芯片、PCB概念、汽车芯片 | 半导体存储+锂矿资源+业绩扭亏 |\n| 会稽山 | 601579 | 25.75 | 10.00% | 食品饮料 | 白酒概念、共同富裕示范区、食品饮料 | 高端黄酒+兰亭+业绩增长 |\n| 金龙羽 | 002882 | 23.45 | 9.99% | 电力设备 | 核电、锂电池概念、无人机 | 固态电池+机器人电池+特种电缆 |\n| 通鼎互联 | 002491 | 22.23 | 10.00% | 通信 | 光纤概念、5G、固态电池 | 网络安全+光纤光缆+中报增长 |\n| 锡华科技 | 603248 | 18.46 | 10.01% | 机械设备 | 风电、高端装备、专精特新 | 风电齿轮箱+大兆瓦装备+高端部件 |\n| 国邦医药 | 605507 | 17.73 | 9.99% | 医药生物 | 流感、幽门螺杆菌概念、合成生物 | 医药原料药+股份回购 |\n| 汉王科技 | 002362 | 17.50 | 9.99% | 计算机 | 在线教育、虚拟数字人、ChatGPT概念 | AI应用+具身智能+AI终端 |\n| 天龙股份 | 603266 | 16.73 | 9.99% | 汽车 | 汽车热管理、机器人概念、低空经济 | 汽车零部件+4D毫米波雷达+泰国基地+参股半导体 |\n| 华瓷股份 | 001216 | 16.43 | 9.97% | 轻工制造 | 牙科医疗、跨境电商、NFT概念 | 氧化锆+MLCC+日用陶瓷出口 |\n| 诺德股份 | 600110 | 12.13 | 9.97% | 电力设备 | PET铜箔、PCB概念、固态电池 | PCB铜箔+锂电铜箔+半年报扭亏 |\n| 英联股份 | 002846 | 11.59 | 9.96% | 轻工制造 | 中俄贸易概念、锂电池概念、宠物经济 | 固态电池+复合集流体+易开盖 |\n| 新中港 | 605162 | 11.55 | 10.00% | 公用事业 | 碳交易、绿色电力、碳中和 | 热电联产+弗迪供汽+电网侧储能+员工持股 |\n| 德尔未来 | 002631 | 10.21 | 10.02% | 轻工制造 | 柔性屏(折叠屏)、石墨烯、核污染防治 | 半导体设备+石墨烯+大家居 |\n| 西陇科学 | 002584 | 8.68 | 10.01% | 电子 | 氟化工概念、光刻胶、锂电池概念 | PCB用化学试剂+氢氟酸+磷化工 |\n| 天顺风能 | 002531 | 7.81 | 10.00% | 机械设备 | 风电、海工装备、氢能源 | 风电装备+海工订单+业绩增长 |\n| 中闽能源 | 600163 | 6.29 | 9.97% | 公用事业 | 生物质能发电、抽水蓄能、绿色电力 | 抽水蓄能+海上风电+新能源发电 |\n| 浙江众成 | 002522 | 5.81 | 10.04% | 塑料 | 光纤概念、专精特新、传感器 | 光纤油膏+POF热收缩膜+子公司完成增资 |\n| 吉鑫科技 | 601218 | 5.18 | 9.98% | 机械设备 | 绿色电力、风电、海工装备 | 风电铸件+风电轴承+半年报增长 |\n\n## 板块归属（当日）同花顺概念涨停≥3家\n\n| 同花顺概念 | 涨停家数 | 代表个股 |\n| --- | --- | --- |\n| 华为概念 | 10 | 中新赛克、启明信息、华瓷股份、博汇科技、华正新材、上海洗霸、汉王科技、双星新材 |\n| 锂电池概念 | 10 | 金龙羽、华正新材、上海洗霸、双星新材、诺德股份、英联股份、欧克科技、宏盛股份 |\n| 绿色电力 | 9 | 闽东电力、华正新材、双星新材、诺德股份、吉鑫科技、大金重工、天顺风能、新中港 |\n| 新能源汽车 | 8 | 启明信息、双星新材、澳弘电子、诺德股份、英联股份、宏盛股份、大为股份、天龙股份 |\n| 风电 | 8 | 闽东电力、上海洗霸、宏盛股份、吉鑫科技、大金重工、天顺风能、锡华科技、中闽能源 |\n| 储能 | 8 | 华正新材、澳弘电子、诺德股份、宏盛股份、通鼎互联、天顺风能、新中港、西陇科学 |\n| 专精特新 | 7 | 中新赛克、英联股份、欧克科技、通鼎互联、锡华科技、西陇科学、浙江众成 |\n| 固态电池 | 7 | 金龙羽、华正新材、上海洗霸、诺德股份、英联股份、欧克科技、通鼎互联 |\n| 消费电子概念 | 7 | 华瓷股份、华正新材、汉王科技、双星新材、欧克科技、大为股份、天龙股份 |\n| 芯片概念 | 7 | 华正新材、汉王科技、和顺石油、大为股份、中晶科技、天龙股份、西陇科学 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 新能源汽车 | 16 |\n| 国企改革 | 16 |\n| 储能 | 12 |\n| 数据中心(AIDC) | 12 |\n| 人工智能 | 11 |\n| 机器人概念 | 11 |\n| 汽车电子 | 11 |\n| 消费电子概念 | 11 |\n| DeepSeek概念 | 10 |\n| 华为概念 | 10 |\n\n\n\n---\n\n## 强势股复盘\n\n### 近 5 日涨幅 TOP 10\n\n| 排名 | 代码 | 名称 | 上市板块 | 行业 | 近5日涨幅 | 今日涨幅 | 大涨原因 |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 1 | 000993 | 闽东电力 | 深主板 | 公用事业 | 46.47% | +10.02% | 福建国资清洁能源股连板，海上风电题材活跃，公司已澄清未开展相关业务 |\n| 2 | 002912 | 中新赛克 | 深主板 | 计算机 | 46.42% | +10.02% | 网络安全概念走强带动4连板，中报亏损同比放大 |\n| 3 | 605058 | 澳弘电子 | 沪主板 | 电子 | 35.96% | +9.99% | PCB与AI服务器电源题材带动5日涨超40%，公司提示回调风险 |\n| 4 | 002585 | 双星新材 | 深主板 | 基础化工 | 34.30% | +10.04% | MLCC巨头优化产能消息催化直线涨停，中报净利4577万元 |\n| 5 | 688004 | 博汇科技 | 科创板 | 计算机 | 32.14% | +19.98% | 协议转让事项炒作但尚存不确定性，中报亏损同比放大 |\n| 6 | 002531 | 天顺风能 | 深主板 | 电力设备 | 24.36% | +10.00% | 风电装备在手订单超89亿元，直线涨停，中报净利1.16亿元 |\n| 7 | 002487 | 大金重工 | 深主板 | 电力设备 | 21.09% | +10.01% | 海上风电概念涨停，中报净利6.01亿元，机构持股比例下降 |\n| 8 | 603186 | 华正新材 | 沪主板 | 电子 | 18.63% | +10.00% | 高速覆铜板与AI服务器题材，7天3板，中报净利1.73亿元 |\n| 9 | 002232 | 启明信息 | 深主板 | 计算机 | 17.39% | +10.01% | 网络安全与车联网概念一字涨停，中报净利同比增8.62% |\n| 10 | 600163 | 中闽能源 | 沪主板 | 公用事业 | 16.48% | +9.97% | 抽水蓄能与海上风电题材股走稳，中报净利3.47亿元同比略降 |\n\n### 近 10 日涨幅 TOP 10\n\n| 排名 | 代码 | 名称 | 上市板块 | 行业 | 近10日涨幅 | 今日涨幅 | 大涨原因 |\n| --- | --- | --- | --- | --- | --- | --- | --- |\n| 1 | 000993 | 闽东电力 | 深主板 | 公用事业 | 63.74% | +10.02% | 福建国资清洁能源股连板，海上风电题材活跃，公司已澄清未开展相关业务 |\n| 2 | 605058 | 澳弘电子 | 沪主板 | 电子 | 45.96% | +9.99% | PCB与AI服务器电源题材带动5日涨超40%，公司提示回调风险 |\n| 3 | 002912 | 中新赛克 | 深主板 | 计算机 | 40.91% | +10.02% | 网络安全概念走强带动4连板，中报亏损同比放大 |\n| 4 | 603186 | 华正新材 | 沪主板 | 电子 | 38.75% | +10.00% | 高速覆铜板与AI服务器题材，7天3板，中报净利1.73亿元 |\n| 5 | 002585 | 双星新材 | 深主板 | 基础化工 | 29.68% | +10.04% | MLCC巨头优化产能消息催化直线涨停，中报净利4577万元 |\n| 6 | 002531 | 天顺风能 | 深主板 | 电力设备 | 26.58% | +10.00% | 风电装备在手订单超89亿元，直线涨停，中报净利1.16亿元 |\n| 7 | 601579 | 会稽山 | 沪主板 | 食品饮料 | 23.21% | +10.00% | 题材：高端黄酒、兰亭、业绩增长；两个多月涨了七成！午后“4天2板”，601579回应：基本面没变化；会稽山(601579.SH)：2026年中报净利润为1.29亿元 |\n| 8 | 688004 | 博汇科技 | 科创板 | 计算机 | 22.78% | +19.98% | 协议转让事项炒作但尚存不确定性，中报亏损同比放大 |\n| 9 | 600163 | 中闽能源 | 沪主板 | 公用事业 | 22.37% | +9.97% | 抽水蓄能与海上风电题材股走稳，中报净利3.47亿元同比略降 |\n| 10 | 603353 | 和顺石油 | 沪主板 | 石油石化 | 19.77% | +10.01% | 题材：半导体IP、成品油、客户资源；和顺石油(603353.SH)：2026年中报净利润为8155.03万元；机构风向标 | 和顺石油(603353)2026年二季度已披露前十大机构累计持仓占比46.67% |\n\n\n> - **候选池**：同花顺热点（当日强势股 ~125 只 + 题材归因），实时免费零鉴权。\n> - **区间涨幅**：通过腾讯 fqkline / Tushare 日K线计算，精确至复盘日。\n> - **行业 / 题材**：行业取同花顺一级行业；题材取所属概念（已剔除融资融券、沪股通、沪深300 等通类噪声），由同花顺问财 OpenAPI（hithink-astock-selector 授权）批量获取。\n> - **大涨原因**：由大模型基于同花顺**题材归因**与经去噪的东财个股新闻**综合生成**一句原因（大模型不可用时回退为题材+新闻的原始拼接）；新闻已剔除龙虎榜、五日均线突破、大盘播报等无关节讯。\n> - **上市板块**：从股票代码前缀推断（沪主板/深主板/创业板/科创板/北交所）。\n> - 非交易日或数据异常时不显示结果。\n\n\n---\n\n## 人气榜\n\n## 人气榜前 10（东财 + 同花顺）\n\n### 东财人气榜前 10\n\n| 排名 | 名称 | 当日涨跌幅 | 所属板块 |\n| --- | --- | --- | --- |\n| 1 | 山子高科 | +5.96% | — |\n| 2 | 双星新材 | +10.04% | — |\n| 3 | 通鼎互联 | +10.00% | — |\n| 4 | 闽东电力 | +10.02% | — |\n| 5 | 中国巨石 | +3.97% | — |\n| 6 | 超声电子 | +5.61% | — |\n| 7 | 大金重工 | +10.01% | — |\n| 8 | 诺德股份 | +9.97% | — |\n| 9 | 中京电子 | -1.01% | — |\n| 10 | 天融信 | +5.00% | — |\n\n### 同花顺热榜前 10（日榜）\n\n| 排名 | 名称 | 当日涨跌幅 | 所属板块 |\n| --- | --- | --- | --- |\n| 1 | 超声电子 | +5.61% | — |\n| 2 | 山子高科 | +5.96% | — |\n| 3 | 风华高科 | -2.36% | — |\n| 4 | 国芳集团 | -10.01% | — |\n| 5 | 闽东电力 | +10.02% | — |\n| 6 | 远东股份 | -10.02% | — |\n| 7 | 中国巨石 | +3.97% | — |\n| 8 | 宇树科技 | -0.04% | — |\n| 9 | 金健米业 | -10.02% | — |\n| 10 | 黄河旋风 | -1.03% | — |\n\n", "meta_by_name": { "市场广度": { "date": "2026-09-15", "source": "同花顺问财（hithink-zhishu-query），统计口径为同花顺全A(沪深京)；上涨/下跌比 = 上涨家数 ÷ 下跌家数。", "breadth": { "dates": [ "2026-09-09", "2026-09-10", "2026-09-11", "2026-09-14", "2026-09-15" ], "up_count": [ 1794.0, 955.0, 643.0, 3126.0, 1120.0 ], "down_count": [ 3642.0, 4512.0, 4870.0, 2224.0, 4377.0 ], "ratio": [ 0.49, 0.21, 0.13, 1.41, 0.26 ] } }, "涨跌停情绪": { "date": "2026-09-15", "source": "同花顺问财（hithink-zhishu-query）。涨跌比 = 涨停家数 ÷ 跌停家数；市场高度 = 当日最高连续涨停天数；炸板率 = 炸板家数 ÷（涨停封板家数 + 炸板家数），由问财炸板股查询提供。", "emotion": { "dates": [ "2026-09-09", "2026-09-10", "2026-09-11", "2026-09-14", "2026-09-15" ], "limit_up": [ 49.0, 40.0, 40.0, 56.0, 32.0 ], "limit_down": [ 7.0, 13.0, 21.0, 18.0, 33.0 ], "ratio": [ 7.0, 3.08, 1.9, 3.11, 0.97 ], "lianban_count": [ 0.0, 0.0, 0.0, 0.0, 1.0 ], "market_height": [ 5.0, 4.0, 4.0, 0.0, 0.0 ], "bomb_count": 24, "bomb_rate": 42.9 } }, "板块涨幅排行": { "date": "2026-09-15", "source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。
**数据源**：iwencai_mcp。
**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计涨幅，由数据源直接提供（未自行拉 K 线）。", "day": [ { "rank": 1, "name": "PET铜箔", "pct": 1.72 }, { "rank": 2, "name": "国家大基金持股", "pct": 1.34 }, { "rank": 3, "name": "光刻胶", "pct": 1.15 }, { "rank": 4, "name": "中芯国际概念", "pct": 1.11 }, { "rank": 5, "name": "MLCC概念", "pct": 1.03 }, { "rank": 6, "name": "存储芯片", "pct": 1.02 }, { "rank": 7, "name": "PVDF概念", "pct": 0.97 }, { "rank": 8, "name": "先进封装", "pct": 0.81 }, { "rank": 9, "name": "科创次新股", "pct": 0.78 }, { "rank": 10, "name": "PCB概念", "pct": 0.58 } ], "five_day": [ { "rank": 1, "name": "MLCC概念", "pct": 5.89 }, { "rank": 2, "name": "PET铜箔", "pct": 2.9 }, { "rank": 3, "name": "PCB概念", "pct": 2.55 }, { "rank": 4, "name": "培育钻石", "pct": 0.79 }, { "rank": 5, "name": "铜缆高速连接", "pct": 0.63 }, { "rank": 6, "name": "MiniLED", "pct": 0.57 }, { "rank": 7, "name": "共封装光学(CPO)", "pct": 0.4 }, { "rank": 8, "name": "先进封装", "pct": 0.07 }, { "rank": 9, "name": "EDR概念", "pct": -0.18 }, { "rank": 10, "name": "存储芯片", "pct": -0.23 } ], "ten_day": [] }, "主力资金流向": { "date": "2026-09-15", "source": "**数据源**：东方财富 push2delay（概念板块/个股/上证指数主力净流入，f62=主力净流入额）。
**口径**：主力净流入 = 超大单 + 大单净买入额（元），未含北向（北向自 2024-08 起停止实时披露）。" }, "成交额前10个股": { "date": "2026-09-15", "top_turnover": [ { "rank": 1, "code": "300308", "name": "中际旭创", "amount": 15613591729.56, "pct": -1.029782, "turnover_rate": 1.6179999999999999, "price": 864.01 }, { "rank": 2, "code": "300750", "name": "宁德时代", "amount": 15558754474.15, "pct": -6.155261, "turnover_rate": 1.1280000000000001, "price": 316.36 }, { "rank": 3, "code": "600176", "name": "中国巨石", "amount": 14675019663.81, "pct": 3.974387, "turnover_rate": 7.840999999999999, "price": 47.09 }, { "rank": 4, "code": "600183", "name": "生益科技", "amount": 12410853990.94, "pct": 2.910959, "turnover_rate": 3.3689999999999998, "price": 150.25 }, { "rank": 5, "code": "688256", "name": "寒武纪", "amount": 11605192827.41, "pct": 3.441346, "turnover_rate": 1.706, "price": 1075.79 }, { "rank": 6, "code": "603986", "name": "兆易创新", "amount": 10693625914.66, "pct": 1.745685, "turnover_rate": 4.3709999999999996, "price": 363.11 }, { "rank": 7, "code": "688825", "name": "长鑫科技", "amount": 9843600742.89, "pct": -0.495504, "turnover_rate": 3.9829999999999997, "price": 54.22 }, { "rank": 8, "code": "300502", "name": "新易盛", "amount": 9727280046.98, "pct": -1.216721, "turnover_rate": 1.9380000000000002, "price": 397.01 }, { "rank": 9, "code": "000636", "name": "风华高科", "amount": 9071768267.97, "pct": -2.359932, "turnover_rate": 13.553999999999998, "price": 57.51 }, { "rank": 10, "code": "002384", "name": "东山精密", "amount": 8853900257.98, "pct": -1.237102, "turnover_rate": 3.438, "price": 182.82 } ], "resolved_source": "iwencai_mcp", "source": "同花顺问财（hithink-astock-selector，实际源：iwencai_mcp），按当日成交额降序取前 10。成交额单位为亿元（原始返回为元，÷1亿）；涨跌幅/换手率取自问财实时行情字段。" }, "指数行情与量能": { "date": "2026-09-15", "indices": { "000001": { "name": "上证指数", "daily": [ { "date": "2026-09-09", "close": 3951.5010649990904, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 8737.348971059999 }, { "date": "2026-09-10", "close": 3934.3989683897744, "vol_wan": 0.0, "close_pct": -0.43279999999999985, "vol_pct": NaN, "amt_yi": 7796.7269227 }, { "date": "2026-09-11", "close": 3888.1068301277, "vol_wan": 0.0, "close_pct": -1.1766000000000054, "vol_pct": NaN, "amt_yi": 9581.8633697 }, { "date": "2026-09-14", "close": 3885.330721850989, "vol_wan": 0.0, "close_pct": -0.07139999999999924, "vol_pct": NaN, "amt_yi": 7792.812464969999 }, { "date": "2026-09-15", "close": 3864.28, "vol_wan": 0.0, "close_pct": -0.5418000000000034, "vol_pct": NaN, "amt_yi": 7639.829 } ] }, "399006": { "name": "创业板指", "daily": [ { "date": "20260909", "close": 3354.969, "vol_wan": 2435.365895, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 1704.3936955575002 }, { "date": "20260910", "close": 3338.4224, "vol_wan": 2227.4224440000003, "close_pct": -0.49319680748167727, "vol_pct": -8.538489079892441, "amt_yi": 1509.0928495164999 }, { "date": "20260911", "close": 3322.0389, "vol_wan": 2862.8027460000003, "close_pct": -0.49075575337620414, "vol_pct": 28.52536139749877, "amt_yi": 2028.9918229642 }, { "date": "20260914", "close": 3285.5829, "vol_wan": 2195.330895, "close_pct": -1.0973983477436167, "vol_pct": -23.31532802714449, "amt_yi": 1639.4012492431 }, { "date": "20260915", "close": 3247.9177, "vol_wan": 2182.508421, "close_pct": -1.146378014080851, "vol_pct": -0.5840793307835157, "amt_yi": 1598.7882272519 } ] }, "000688": { "name": "科创50", "daily": [ { "date": "2026-09-09", "close": 1580.0628962301955, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 592.2016499499999 }, { "date": "2026-09-10", "close": 1569.2220846991602, "vol_wan": 0.0, "close_pct": -0.6861000000000006, "vol_pct": NaN, "amt_yi": 536.68363672 }, { "date": "2026-09-11", "close": 1553.398049197054, "vol_wan": 0.0, "close_pct": -1.008399999999987, "vol_pct": NaN, "amt_yi": 778.7962368799999 }, { "date": "2026-09-14", "close": 1528.2702823532425, "vol_wan": 0.0, "close_pct": -1.6175999999999968, "vol_pct": NaN, "amt_yi": 610.08336498 }, { "date": "2026-09-15", "close": 1551.96, "vol_wan": 0.0, "close_pct": 1.5500999999999987, "vol_pct": NaN, "amt_yi": 725.00274 } ] }, "000852": { "name": "中证2000（小微盘）", "daily": [ { "date": "2026-09-09", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 4264.36784802 }, { "date": "2026-09-10", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 3831.62120244 }, { "date": "2026-09-11", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 4138.780814459999 }, { "date": "2026-09-14", "close": 3104.5691195425416, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 3753.18169218 }, { "date": "2026-09-15", "close": 3068.612, "vol_wan": 0.0, "close_pct": -1.158199999999987, "vol_pct": NaN, "amt_yi": 3724.9583 } ] } }, "charts": { "index_change": { "names": [ "上证指数", "创业板指", "科创50", "中证2000（小微盘）" ], "vals": [ -0.54, -1.15, 1.55, -1.16 ] }, "index_amount": { "labels": [ "09-09", "09-10", "09-11", "09-14", "09-15" ], "series": { "上证指数": [ 8737.0, 7797.0, 9582.0, 7793.0, 7640.0 ], "创业板指": [ 1704.0, 1509.0, 2029.0, 1639.0, 1599.0 ], "科创50": [ 592.0, 537.0, 779.0, 610.0, 725.0 ], "中证2000（小微盘）": [ 4264.0, 3832.0, 4139.0, 3753.0, 3725.0 ] }, "colors": { "上证指数": "#1f77b4", "科创50": "#ff7f0e", "创业板指": "#ffd700", "中证2000（小微盘）": "#2ca02c" } }, "auction": { "labels": [ "09-09", "09-10", "09-11", "09-14", "09-15" ], "series": { "创业板指": [ 19.38, 12.13, 15.76, 20.94, 11.41 ], "科创50": [ 4.13, 2.76, 5.36, 4.45, 2.88 ] }, "colors": { "创业板指": "#ffd700", "科创50": "#ff7f0e" } } }, "source": "指数行情：东财 push2his（本地优先，含成交额）/ 百度股市通（云端主源，仅深市指数 399xxx 含成交额；沪市指数因百度撞码返回个股数据故不可用）/ 腾讯行情接口（web.ifzq.gtimg.cn 直连降级，仅 OHLCV 无成交额）；涨跌幅为收盘价环比，成交额单位为亿元，「中证2000（小微盘）」为小市值股票代表宽基，用于观察微盘股情绪。核心成长指数集合竞价量能：同花顺问财（对应指数全部成分股集合竞价匹配金额加总代理，支持历史日复盘）。", "resolved_source": [ "iwencai_mcp", "tushare" ] }, "板块跌幅排行": { "date": "2026-09-15", "source": "**板块范围**：概念板块（东财板块代码 BKxxxx）。
**数据源**：iwencai_mcp。
**口径**：当日(f3) / 近5日(f109) / 近10日(f110) 为区间累计跌幅，由数据源直接提供（未自行拉 K 线）。", "day": [ { "rank": 1, "name": "粮食概念", "pct": -4.56 }, { "rank": 2, "name": "转基因", "pct": -4.42 }, { "rank": 3, "name": "兵装重组概念", "pct": -4.39 }, { "rank": 4, "name": "玉米", "pct": -4.32 }, { "rank": 5, "name": "大豆", "pct": -4.01 } ], "five_day": [], "ten_day": [ { "rank": 1, "name": "转基因", "pct": -10.77 }, { "rank": 2, "name": "粮食概念", "pct": -8.9 }, { "rank": 3, "name": "金属锌", "pct": -8.51 }, { "rank": 4, "name": "玉米", "pct": -8.44 }, { "rank": 5, "name": "化肥", "pct": -8.08 } ] }, "涨停板复盘": { "date": "2026-09-15", "source": "东方财富涨停板池（连板/现价/封单/行业）+ 同花顺问财（涨停揭秘题材 + 同花顺概念映射，hithink-astock-selector 授权）。板块归属与「概念板块复盘」统一采用同花顺概念口径；题材标签为同花顺拼接文本，非公司公告，不构成投资建议。", "board": [ { "code": "002912", "name": "中新赛克", "price": 28.45, "pct": 10.02, "amount": 1064018128, "float_cap": 4615239684.2, "turnover": 23.27, "limit_days": 4, "first_seal": "09:25:00", "last_seal": "14:09:33", "seal_fund": 63104347, "break_times": 5, "industry": "计算机", "zt_stat": "4天4板", "reason": "AI安全+网络安全+深圳国资", "high_days": "4天4板", "board_type": "T字板", "seal_rate": 1.0 }, { "code": "002232", "name": "启明信息", "price": 16.81, "pct": 10.01, "amount": 160198942, "float_cap": 6867699528.549999, "turnover": 2.33, "limit_days": 2, "first_seal": "09:30:00", "last_seal": "09:30:00", "seal_fund": 92903827, "break_times": 0, "industry": "计算机", "zt_stat": "2天2板", "reason": "网络安全+车联网+一汽配套", "high_days": "2天2板", "board_type": "T字板", "seal_rate": 1.0 }, { "code": "002882", "name": "金龙羽", "price": 23.45, "pct": 9.99, "amount": 141441108, "float_cap": 5791916391.099999, "turnover": 2.45, "limit_days": 1, "first_seal": "09:30:06", "last_seal": "09:30:06", "seal_fund": 122850493, "break_times": 0, "industry": "电力设备", "zt_stat": "1天1板", "reason": "固态电池+机器人电池+特种电缆", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.8571428571428571 }, { "code": "001216", "name": "华瓷股份", "price": 16.43, "pct": 9.97, "amount": 74941480, "float_cap": 4055518749.5699997, "turnover": 1.86, "limit_days": 1, "first_seal": "09:30:15", "last_seal": "09:30:15", "seal_fund": 20752733, "break_times": 0, "industry": "轻工制造", "zt_stat": "1天1板", "reason": "氧化锆+MLCC+日用陶瓷出口", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.875 }, { "code": "000993", "name": "闽东电力", "price": 16.8, "pct": 10.02, "amount": 2210807024, "float_cap": 7693584444.0, "turnover": 29.24, "limit_days": 5, "first_seal": "09:30:54", "last_seal": "14:46:51", "seal_fund": 13642725, "break_times": 28, "industry": "公用事业", "zt_stat": "5天5板", "reason": "海上风电+清洁能源+福建国资", "high_days": "5天5板", "board_type": "换手板", "seal_rate": 0.8 }, { "code": "688004", "name": "博汇科技", "price": 27.38, "pct": 19.98, "amount": 342112640, "float_cap": 2192809440.0, "turnover": 15.7, "limit_days": 2, "first_seal": "09:31:00", "last_seal": "09:38:42", "seal_fund": 36193293, "break_times": 2, "industry": "计算机", "zt_stat": "2天2板", "reason": "协议转让+视听安全+视听大数据", "high_days": "2天2板", "board_type": "T字板", "seal_rate": null }, { "code": "603186", "name": "华正新材", "price": 251.57, "pct": 10.0, "amount": 2483687312, "float_cap": 39443790613.26, "turnover": 6.35, "limit_days": 1, "first_seal": "09:31:07", "last_seal": "09:41:39", "seal_fund": 292393521, "break_times": 1, "industry": "电子", "zt_stat": "1天1板", "reason": "高速覆铜板+AI服务器+业绩增长", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.7142857142857143 }, { "code": "603200", "name": "上海洗霸", "price": 39.81, "pct": 10.0, "amount": 203153339, "float_cap": 6985862900.43, "turnover": 2.95, "limit_days": 1, "first_seal": "09:33:27", "last_seal": "09:33:27", "seal_fund": 78610816, "break_times": 0, "industry": "公用事业", "zt_stat": "1天1板", "reason": "固态电池+液冷服务器+水处理", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.5714285714285714 }, { "code": "002362", "name": "汉王科技", "price": 17.5, "pct": 9.99, "amount": 223167956, "float_cap": 3634271760.0, "turnover": 6.27, "limit_days": 1, "first_seal": "09:35:45", "last_seal": "09:36:00", "seal_fund": 105123305, "break_times": 1, "industry": "计算机", "zt_stat": "1天1板", "reason": "AI应用+具身智能+AI终端", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.6666666666666666 }, { "code": "002585", "name": "双星新材", "price": 12.06, "pct": 10.04, "amount": 2331857904, "float_cap": 10692296963.28, "turnover": 22.25, "limit_days": 3, "first_seal": "09:36:21", "last_seal": "09:46:09", "seal_fund": 154000025, "break_times": 1, "industry": "塑料", "zt_stat": "3天3板", "reason": "MLCC离型膜+复合铜箔+聚酯薄膜", "high_days": "3天3板", "board_type": "换手板", "seal_rate": 0.8421052631578947 }, { "code": "605058", "name": "澳弘电子", "price": 40.3, "pct": 9.99, "amount": 745090944, "float_cap": 5759882336.0, "turnover": 13.08, "limit_days": 3, "first_seal": "09:37:05", "last_seal": "14:41:47", "seal_fund": 5758870, "break_times": 38, "industry": "电子", "zt_stat": "3天3板", "reason": "PCB+HDI板+AI服务器电源", "high_days": "3天3板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "601579", "name": "会稽山", "price": 25.75, "pct": 10.0, "amount": 506525824, "float_cap": 12346182781.75, "turnover": 4.22, "limit_days": 1, "first_seal": "09:44:04", "last_seal": "09:55:04", "seal_fund": 56959000, "break_times": 9, "industry": "食品饮料", "zt_stat": "1天1板", "reason": "高端黄酒+兰亭+业绩增长", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.875 }, { "code": "600110", "name": "诺德股份", "price": 12.13, "pct": 9.97, "amount": 2312286160, "float_cap": 21047744705.16, "turnover": 11.19, "limit_days": 1, "first_seal": "09:47:14", "last_seal": "14:04:20", "seal_fund": 52594467, "break_times": 1, "industry": "电力设备", "zt_stat": "1天1板", "reason": "PCB铜箔+锂电铜箔+半年报扭亏", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.6111111111111112 }, { "code": "002846", "name": "英联股份", "price": 11.59, "pct": 9.96, "amount": 148830929, "float_cap": 3145430973.59, "turnover": 4.79, "limit_days": 1, "first_seal": "09:48:36", "last_seal": "09:48:36", "seal_fund": 25717051, "break_times": 0, "industry": "轻工制造", "zt_stat": "1天1板", "reason": "固态电池+复合集流体+易开盖", "high_days": "首板", "board_type": "换手板", "seal_rate": 1.0 }, { "code": "001223", "name": "欧克科技", "price": 46.11, "pct": 10.0, "amount": 175279663, "float_cap": 3220082628.0, "turnover": 5.62, "limit_days": 1, "first_seal": "09:52:33", "last_seal": "09:53:12", "seal_fund": 50660734, "break_times": 1, "industry": "机械设备", "zt_stat": "1天1板", "reason": "PCB设备+PI膜+生活用纸", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.9230769230769231 }, { "code": "603353", "name": "和顺石油", "price": 41.44, "pct": 10.01, "amount": 446957824, "float_cap": 7062121920.0, "turnover": 6.46, "limit_days": 1, "first_seal": "09:53:11", "last_seal": "14:05:53", "seal_fund": 30736048, "break_times": 1, "industry": "炼化及贸", "zt_stat": "1天1板", "reason": "半导体IP+成品油+客户资源", "high_days": "首板", "board_type": "换手板", "seal_rate": 0.8461538461538461 }, { "code": "603090", "name": "宏盛股份", "price": 40.21, "pct": 10.01, "amount": 356760816, "float_cap": 4021000000.0, "turnover": 9.16, "limit_days": 2, "first_seal": "09:53:28", "last_seal": "09:53:28", 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"3389417", "pct": -10.0164, "rank_chg": -1, "concepts": [ "光纤概念", "PET铜箔" ], "tag": "持续上榜", "sector": "" }, { "rank": 7, "code": "600176", "name": "中国巨石", "heat": "3206555", "pct": 3.9744, "rank_chg": 1, "concepts": [ "PCB概念", "2026一季报预增" ], "tag": "", "sector": "" }, { "rank": 8, "code": "688836", "name": "宇树科技", "heat": "2987118", "pct": -0.0426, "rank_chg": 1, "concepts": [ "科创次新股", "注册制次新股" ], "tag": "持续上榜", "sector": "" }, { "rank": 9, "code": "600127", "name": "金健米业", "heat": "2963818", "pct": -10.0212, "rank_chg": -3, "concepts": [ "玉米", "粮食概念" ], "tag": "", "sector": "" }, { "rank": 10, "code": "600172", "name": "黄河旋风", "heat": "2590724", "pct": -1.0284, "rank_chg": 1, "concepts": [ "培育钻石", "第三代半导体" ], "tag": "2天1板", "sector": "" } ], "source": "东财人气榜 `emappdata.eastmoney.com/stockrank/getAllCurrentList`（名称/价格经 `push2delay.eastmoney.com` 补全）；同花顺热榜 `dq.10jqka.com.cn/fuyao/hot_list_data`（零鉴权）。两榜口径不同：东财按「人气活跃度」综合排名，同花顺按「热度值」排序，交叉出现的个股代表跨平台共识热点。", "resolved_source": "em:a_stock_data, ths:a_stock_data_mcp" } }, "summary_rules": { "trend_down_cum5": -3.0, "trend_high_cum5": 5.0, "vol_low_ratio": 0.85, "vol_high_ratio": 1.25, "down_healthy_max": 5, "down_mild_max": 15, "down_cool_max": 30, "overheat_peak_ratio": 0.9, "overheat_peak_abs": 100, "breadth_strong_pct": 60, "breadth_neutral_pct": 40, "breadth_weak_pct": 20, "distortion_down_count": 4000, "bomb_rate_low": 0.2, "bomb_rate_normal": 0.35, "bomb_rate_high": 0.5, "sector_continuity_strong": 0.5, "sector_continuity_mid": 0.3, "include_ma5": true }, "system_prompts": { "dashboard": "你是 A股盘面速览撰写者。基于提供的数据，输出一段『盘面速览』总结（约 80-120 字），覆盖：市场整体情绪（偏多/偏空/分歧）、量能变化（放量/缩量/持平）、当日主线板块、短线情绪（涨停数量、连板高度、炸板率、上涨家数占比）。结论前置、克制、不喊单。仅依据给定数据，不编造、不预测点位。约束：『主线』一栏不得填写「一带一路、国企改革」等泛化政策兜底板块；如需概括当日主线，以具体题材板块（行业/细分概念）的名称为准。另需填写 home_summary 字段：面向 App 首页横幅的一句话盘面总结（15-40 字），结论前置，点明情绪档位/强度/溢价或主线方向之一两个关键点，克制不喊单，示例：「情绪过热——CPO主线涨停18家领涨，溢价+4.5%承接强，明日防分歧」。【程序已计算的周期状态参考】投机强度分 -72.0。若顶背离（top）：一句话总结需提示兑现/分歧风险；若底背离（bottom）：可提示留意修复机会；无背离不必提及。", "recap": "你是 A股分维度复盘撰写者。对以下四个维度各输出一段总结（每段 40-90 字，结论前置）：①market 大盘：指数涨跌与量能、涨跌家数/市场宽度；②lianban 连板情绪：涨停/连板家数、最高板、晋级与封板情况、赚钱效应；③tech 科技线：科技池整体表现与最强/最弱赛道；④sector 板块：领涨领跌板块与板块效应主线变化。每段必须结合当日异动信号（量能突变、强度分/周期等级跳变、顶/底背离、退潮预警、拐点信号、新高反包、板块大幅异动等，以数据中实际出现者为准）；该维度当日确无异动则以「无异动」收尾。仅依据给定数据，不编造、不预测点位、不喊单。【程序已计算的周期状态参考】投机强度分 -72.0。若顶背离（top）：大盘与连板两段需提示兑现/分歧风险；若底背离（bottom）：可提示留意修复机会；若当日触发退潮预警（warn）：大盘/连板段需明确提示防守。", "opening": "你是 A股复盘策略师。基于数据撰写『行情总结与明日策略』，结构：### 一、行情总结（1.指数 2.板块 3.各板块龙头个股 4.消息催化）；### 二、明日策略（仓位建议、方向、风险）。结论前置、克制、不喊单、不编造。约束：板块/主线总结避免将「一带一路、国企改革」等泛化政策兜底板块作为『最强主线』或核心主线来展开，具体题材优先。", "mainline": "你是 A股题材分析师。基于板块数据，用『三重确认』筛选当日主线：①涨停家数（广度）②近5日涨停次数（短期资金）③近10日涨停次数（中期资金）。每条主线需给出这三项数值并说明确认逻辑；若无可确认主线，明确说明『当日无板块效应主线』。仅依据数据，不编造。重要约束：板块数据中若出现「一带一路、国企改革」等泛化、政策兜底型板块，不要将其判定为当日交易主线，不要写入 items（它们仅可作为背景提及，不应作为主线名或『最强主线』）；具体题材板块优先。" }, "cycle_focus": { "score": -72.0, "diverge": null }, "slot_schema": { "dashboard": [ "mood", "volume", "mainline", "limit_up", "limit_down", "bomb_rate", "up_ratio", "comment", "home_summary" ], "recap": [ "market", "lianban", "tech", "sector" ], "opening": [ "summary" ], "mainline": [ "items" ] }, "data_health": { "skipped_modules": [], "failed_modules": [], "degraded_modules": [], "quota_exhausted": false, "notice": "" } }