{ "date": "2026-09-28", "schema_version": 4, "data_markdown": "## 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## 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 | 251.85 | -9.03% | 2.72% | 815.00 |\n| 2 | 300502 | 新易盛 | 158.10 | -8.11% | 3.08% | 399.70 |\n| 3 | 688825 | 长鑫科技 | 117.75 | -4.27% | 4.78% | 53.80 |\n| 4 | 603986 | 兆易创新 | 104.08 | -6.58% | 4.25% | 358.51 |\n| 5 | 002384 | 东山精密 | 100.09 | -9.52% | 4.17% | 168.28 |\n| 6 | 300750 | 宁德时代 | 98.30 | -0.51% | 0.80% | 291.99 |\n| 7 | 688256 | 寒武纪 | 88.43 | -6.55% | 1.36% | 1020.00 |\n| 8 | 600176 | 中国巨石 | 86.99 | -8.80% | 5.43% | 39.27 |\n| 9 | 300394 | 天孚通信 | 83.94 | -8.63% | 3.09% | 244.80 |\n| 10 | 000725 | 京东方A | 82.47 | -0.85% | 3.96% | 5.80 |\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| F5G概念 | -6.65% | -8.44% | — |\n| 共封装光学(CPO) | -6.56% | -7.46% | — |\n| 铜缆高速连接 | -6.14% | -9.22% | — |\n| MLCC概念 | -6.03% | — | — |\n| 光纤概念 | -5.80% | -7.67% | — |\n| 转基因 | — | — | -7.56% |\n| 兵装重组概念 | — | — | -7.55% |\n| 大豆 | — | — | -7.25% |\n| 光刻机 | — | -7.01% | — |\n| 海南自贸区 | — | — | -7.00% |\n| 黄金概念 | — | — | -6.68% |\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## 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| 猪肉 | +1.03% | — | — | — |\n| 养鸡 | +0.28% | — | — | — |\n| 深圳国企改革 | +0.08% | — | — | — |\n| 阿尔茨海默概念 | +0.04% | +3.11% | +6.88% | — |\n| 生物疫苗 | -0.03% | +2.49% | — | — |\n| 仿制药一致性评价 | -0.18% | — | — | — |\n| 禽流感 | -0.18% | — | — | — |\n| 证金持股 | -0.32% | — | — | — |\n| 白酒概念 | -0.33% | — | — | — |\n| 流感 | -0.33% | +2.00% | — | — |\n| 减肥药 | — | — | +6.95% | — |\n| 注册制次新股 | — | — | +6.50% | — |\n| 辅助生殖 | — | — | +5.70% | — |\n| 科创次新股 | — | — | +5.67% | — |\n| 重组蛋白 | — | +4.31% | +11.02% | — |\n| 猴痘概念 | — | +4.03% | +7.65% | — |\n| 细胞免疫治疗 | — | +3.46% | +8.93% | — |\n| CRO概念 | — | +2.55% | +10.66% | — |\n| 基因测序 | — | +2.54% | +6.80% | — |\n| 租售同权 | — | +2.28% | — | — |\n| 肝炎概念 | — | +2.09% | — | — |\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## 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** | **35** | 占比 38.0% |\n| **跌停家数** | **57** | 占比 62.0% |\n| 涨跌比 | **0.61** | 涨停 ÷ 跌停（>1 偏多，<1 偏空） |\n| 连板数量 | **0** | 连续涨停个股数 |\n| 市场高度 | **5** 板 | 最高连板天数 |\n| **炸板率** | **23.9%** | 炸板 11 家 /（涨停 35 + 炸板 11），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| 2026-09-21 | 105 | 2 | 52.50 | 2 | 0 |\n| 2026-09-22 | 64 | 5 | 12.80 | 0 | 0 |\n| 2026-09-23 | 51 | 14 | 3.64 | 0 | 0 |\n| 2026-09-24 | 52 | 15 | 3.47 | 0 | 5 |\n| 2026-09-28 | 35 | 57 | 0.61 | 0 | 5 |\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 | 600825 | 新华传媒 | 沪主板 | 传媒 | 46.40% | +10.04% | 拟收购界面财联社与上海国资题材催化，连续五日涨停、封单巨大 |\n| 2 | 603949 | 雪龙集团 | 沪主板 | 汽车 | 32.03% | +10.00% | 间接投资宇树科技叠加商用车热管理，题材驱动股价突破年线 |\n| 3 | 603396 | 金辰股份 | 沪主板 | 电力设备 | 31.10% | +9.99% | 光伏设备切入半导体装备与玻璃基封装，午后秒封涨停、3天2板 |\n| 4 | 002082 | ST万邦 | 深主板 | 医药生物 | 30.56% | +10.00% | 题材：股权转让、创新药、中报增长；机构风向标 | ST万邦(002082)2026年二季度已披露持仓机构仅8家；ST万邦(002082.SZ)：2026年中报净利润为6327.72万元 |\n| 5 | 600418 | 江淮汽车 | 沪主板 | 汽车 | 30.13% | +9.99% | 与华为合作尊界车型消息持续发酵，4天3板并尾盘回封涨停 |\n| 6 | 600802 | 福建水泥 | 沪主板 | 建筑材料 | 29.77% | +9.97% | 海峡两岸与福建国资题材炒作，连收两涨停，公司自曝连年亏损 |\n| 7 | 001368 | 通达创智 | 深主板 | 轻工制造 | 25.53% | +10.00% | AI玩具与体育户外题材叠加，涨停封单居前，中报净利小幅增长 |\n| 8 | 301190 | 善水科技 | 创业板 | 基础化工 | 24.25% | +20.01% | 染料及农药医药中间体题材活跃，中报盈利并突破年线 |\n| 9 | 688244 | 永信至诚 | 科创板 | 计算机 | 21.03% | +20.00% | AI安全与网络靶场题材活跃，但中报亏损扩大，缺乏业绩支撑 |\n| 10 | 605366 | 宏柏新材 | 沪主板 | 基础化工 | 18.18% | +9.98% | 有机硅及电子化学品概念获主力资金净流入，中报仍为亏损 |\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 | 601579 | 会稽山 | 沪主板 | 食品饮料 | 78.73% | +9.99% | 高端黄酒及全国化题材受资金关注，一分钟涨停。 |\n| 2 | 600825 | 新华传媒 | 沪主板 | 传媒 | 65.38% | +10.04% | 拟收购界面财联社叠加上海国资题材，连续五连板。 |\n| 3 | 603396 | 金辰股份 | 沪主板 | 电力设备 | 47.09% | +9.99% | 光伏设备切入半导体题材催化，午后秒封涨停3天2板。 |\n| 4 | 001368 | 通达创智 | 深主板 | 轻工制造 | 44.04% | +10.00% | AI玩具及体育户外题材活跃，中报净利增长且封单超亿元。 |\n| 5 | 603949 | 雪龙集团 | 沪主板 | 汽车 | 35.50% | +10.00% | 间接投资宇树科技题材受关注，盘中突破年线。 |\n| 6 | 002082 | ST万邦 | 深主板 | 医药生物 | 35.25% | +10.00% | 题材：股权转让、创新药、中报增长；机构风向标 | ST万邦(002082)2026年二季度已披露持仓机构仅8家；ST万邦(002082.SZ)：2026年中报净利润为6327.72万元 |\n| 7 | 301190 | 善水科技 | 创业板 | 基础化工 | 32.64% | +20.01% | 染料及农药医药中间体题材，中报盈利并突破年线。 |\n| 8 | 600418 | 江淮汽车 | 沪主板 | 汽车 | 31.01% | +9.99% | 华为合作与尊界题材催化，4天3板尾盘涨停。 |\n| 9 | 601218 | 吉鑫科技 | 沪主板 | 电力设备 | 28.45% | +10.00% | 风电铸件及半年报增长题材，直线涨停近40万手封板。 |\n| 10 | 600802 | 福建水泥 | 沪主板 | 建筑材料 | 24.23% | +9.97% | 海峡两岸与福建国资题材带动连续涨停，公司提示连年亏损。 |\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## 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** | **898** | 16.5% | 全市场上涨个股数 |\n| **下跌家数** | **4554** | 83.5% | 全市场下跌个股数 |\n| 上涨/下跌比 | **0.20** | — | >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## 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 | 平潭发展 | +3.53% | — |\n| 2 | 江淮汽车 | +9.99% | — |\n| 3 | 彩虹股份 | +9.38% | — |\n| 4 | 新华传媒 | +10.04% | — |\n| 5 | 亨通光电 | -10.00% | — |\n| 6 | 雷科防务 | +2.34% | — |\n| 7 | 众泰汽车 | +9.80% | — |\n| 8 | 巨力索具 | +10.01% | — |\n| 9 | 康强电子 | +0.34% | — |\n| 10 | 中际旭创 | -9.03% | — |\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 | 沈鼓集团 | +2.63% | — |\n| 2 | 平潭发展 | +3.53% | — |\n| 3 | 中际旭创 | -9.03% | — |\n| 4 | 新华传媒 | +10.04% | — |\n| 5 | 亨通光电 | -10.00% | — |\n| 6 | 均胜电子 | +6.19% | — |\n| 7 | 新华文轩 | -8.99% | — |\n| 8 | 有研新材 | +3.65% | — |\n| 9 | 康强电子 | +0.34% | — |\n| 10 | 京东方A | -0.85% | — |\n\n\n\n---\n\n## 涨停板复盘\n\n## 涨停天梯（按连板高度，共 33 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| 新华传媒 | 600825 | 8.55 | 10.04% | 传媒 | 无人零售、AI语料、文化传媒概念 | 拟收购界面财联社+上海国资+“华”字辈 |\n\n### 3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| 金辰股份 | 603396 | 39.20 | 9.99% | 电力设备 | TOPCON电池、HJT电池、一带一路 | 半导体装备+玻璃基封装+光伏设备 |\n| 雪龙集团 | 603949 | 18.59 | 10.00% | 汽车 | 专精特新、汽车热管理、新能源汽车 | 间接投资宇树科技+商用车热管理+新能源风扇 |\n| 福建水泥 | 600802 | 7.28 | 9.97% | 建筑材料 | 水泥概念、参股银行、福建自贸区 | 海峡两岸+福建国资+水泥 |\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| 大业股份 | 603278 | 10.78 | 10.00% | 机械设备 | 人形机器人、高端装备、商业航天 | 人形机器人+胎圈钢丝+全球销售 |\n| 襄阳轴承 | 000678 | 10.65 | 10.02% | 汽车 | 减速器、农机、军民融合 | 机器人轴承+汽车轴承+湖北国资 |\n| 吉鑫科技 | 601218 | 6.05 | 10.00% | 机械设备 | 风电、绿色电力、海工装备 | 风电铸件+风电轴承+半年报增长 |\n\n### 首板（26 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| 会稽山 | 601579 | 41.84 | 9.99% | 食品饮料 | 白酒概念、共同富裕示范区、食品饮料 | 高端黄酒+全国化扩张+中高端增长 |\n| 通达创智 | 001368 | 41.80 | 10.00% | 轻工制造 | 露营经济、医疗器械概念、宠物经济 | 体育户外+AI玩具+海外产能 |\n| 丽珠集团 | 000513 | 30.34 | 10.01% | 医药生物 | 生物疫苗、流感、仿制药一致性评价 | 创新药+海外拓展+高分红 |\n| 中新赛克 | 002912 | 26.47 | 10.02% | 计算机 | 财税数字化、华为鲲鹏、数据安全 | AI安全+网络安全+数据安全 |\n| 江淮汽车 | 600418 | 25.22 | 9.99% | 商用车 | 百度概念、DeepSeek概念、华为汽车 | 尊界+华为合作+玛莎拉蒂合作传闻 |\n| 善水科技 | 301190 | 24.95 | 20.01% | 基础化工 | 幽门螺杆菌概念、参股银行、染料 | 染料+氯代吡啶+农药医药中间体 |\n| 永信至诚 | 688244 | 19.80 | 20.00% | 计算机 | 财税数字化、华为鲲鹏、数据安全 | AI安全+数字风洞+网络靶场 |\n| 启明信息 | 002232 | 16.28 | 10.00% | 计算机 | MLOps概念、华为鲲鹏、数据安全 | 网络安全+车联网+一汽配套 |\n| 东瑞股份 | 001201 | 16.13 | 10.03% | 农林牧渔 | 猪肉、绿色电力、粤港澳大湾区 | 生猪养殖+供港活猪+降本增效 |\n| 五方光电 | 002962 | 14.76 | 9.99% | 电子 | MR(混合现实)、消费电子概念、汽车电子 | TGV光学+微棱镜+AR/VR |\n| 深华发Ａ | 000020 | 14.64 | 9.99% | 电子 | 物业管理、粤港澳大湾区、电子 | 深圳旧改+物业经营+定制显示器+注塑业务 |\n| 醋化股份 | 603968 | 11.63 | 10.03% | 基础化工 | 代糖概念、维生素、染料 | 染料+安赛蜜+精细化工+食品饲料添加剂 |\n| 九阳股份 | 002242 | 10.33 | 10.01% | 家用电器 | 绿色电力、净水概念、家用电器 | 机器人+太空科技+厨房小家电 |\n| 宏柏新材 | 605366 | 10.14 | 9.98% | 基础化工 | 光纤概念、有机硅概念、硅能源 | 高纯四氯化硅+功能性硅烷+电子化学品 |\n| 深物业A | 000011 | 10.12 | 10.00% | 房地产 | 深圳国企改革、物业管理、新型城镇化 | 房地产开发+物业管理+深圳国资 |\n| 道道全 | 002852 | 8.90 | 10.01% | 农林牧渔 | 农业种植、乡村振兴、农林牧渔 | 菜籽油+渠道拓展+高端油品 |\n| 巨力索具 | 002342 | 8.68 | 10.01% | 机械设备 | 商业航天、军工、海工装备 | 商业航天+索具龙头+深海系泊 |\n| 时代万恒 | 600241 | 8.04 | 9.99% | 电力设备 | 国企改革、锂电池概念、电力设备 | BBU备用电源+锂电池+镍氢电池+辽宁国资 |\n| 国新健康 | 000503 | 7.44 | 10.06% | 计算机 | DRG/DIP、家庭医生、养老概念 | AI医疗+个人医保云+医保支付改革 |\n| 浙江新能 | 600032 | 7.43 | 10.07% | 公用事业 | 抽水蓄能、绿色电力、国企改革 | 绿色电力+风电+智慧运维 |\n| 泰尔股份 | 002347 | 6.42 | 9.93% | 机械设备 | 工业互联网、数字经济、创投 | 工业机器人+激光装备+冶金装备 |\n| ⚡博纳影业 | 001330 | 6.36 | 10.03% | 传媒 | 短剧游戏、AI视频、抖音概念(字节概念) | 首部AI电影上映+《三星堆：未来往事》 |\n| 津药药业 | 600488 | 6.27 | 10.00% | 医药生物 | 仿制药一致性评价、辅助生殖、京津冀一体化 | 食欲素+药品注册+氨基酸制剂+国际化布局 |\n| 新筑股份 | 002480 | 5.65 | 9.92% | 公用事业 | 光热发电、绿色电力、国企改革 | 重大重组+清洁能源+四川国资 |\n| 跨境通 | 002640 | 3.96 | 10.00% | 互联网电 | 网红经济、拼多多概念、三胎概念 | 跨境电商+品牌运营+中报扭亏 |\n| 众泰汽车 | 000980 | 2.24 | 9.80% | 汽车 | 中俄贸易概念、一带一路、新能源汽车 | 汽车整车+A0车型+海外布局 |\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| 国企改革 | 10 | 新华传媒、襄阳轴承、国新健康、福建水泥、深物业A、浙江新能、新筑股份、时代万恒 |\n| 一带一路 | 10 | 金辰股份、大业股份、襄阳轴承、深物业A、众泰汽车、新筑股份、巨力索具、启明信息 |\n| 专精特新 | 6 | 雪龙集团、金辰股份、中新赛克、五方光电、泰尔股份、永信至诚 |\n| 新能源汽车 | 6 | 雪龙集团、襄阳轴承、泰尔股份、众泰汽车、江淮汽车、启明信息 |\n| 数字经济 | 6 | 中新赛克、跨境通、国新健康、泰尔股份、启明信息、津药药业 |\n| 人工智能 | 6 | 中新赛克、国新健康、泰尔股份、永信至诚、启明信息、通达创智 |\n| 华为概念 | 6 | 中新赛克、国新健康、五方光电、江淮汽车、永信至诚、启明信息 |\n| 绿色电力 | 6 | 大业股份、九阳股份、浙江新能、新筑股份、东瑞股份、吉鑫科技 |\n| AI应用 | 5 | 博纳影业、中新赛克、国新健康、丽珠集团、永信至诚 |\n| DeepSeek概念 | 5 | 中新赛克、丽珠集团、江淮汽车、永信至诚、启明信息 |\n\n\n| 同花顺概念 | 涨停家数 |\n| --- | --- |\n| 国企改革 | 24 |\n| 海峡两岸 | 14 |\n| 人工智能 | 13 |\n| 低空经济 | 9 |\n| 比亚迪概念 | 9 |\n| 光伏概念 | 8 |\n| 新能源汽车 | 8 |\n| 机械设备 | 8 |\n| 机器人概念 | 8 |\n| 福建本地股 | 8 |\n\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（上证指数口径）暂不可用。\n\n### 板块主力净流入排行（概念板块 Top10）\n\n> 板块主力净流入数据缺失。\n\n### 板块主力净流出排行（概念板块 Top10）\n\n> 板块主力净流出数据缺失。\n", "meta_by_name": { "指数行情与量能": { "date": "2026-09-28", "indices": { "000001": { "name": "上证指数", "daily": [ { "date": "2026-09-21", "close": 3949.9037480385646, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 9468.19124309 }, { "date": "2026-09-22", "close": 3952.123593944962, "vol_wan": 0.0, "close_pct": 0.05619999999999514, "vol_pct": NaN, "amt_yi": 10079.956108819999 }, { "date": "2026-09-23", "close": 3936.5166578724734, "vol_wan": 0.0, "close_pct": -0.39489999999999803, "vol_pct": NaN, "amt_yi": 8341.32862985 }, { "date": "2026-09-24", "close": 3888.3691226300352, "vol_wan": 0.0, "close_pct": -1.2230999999999992, "vol_pct": NaN, "amt_yi": 7836.13001376 }, { "date": "2026-09-28", "close": 3823.62, "vol_wan": 0.0, "close_pct": -1.6652, "vol_pct": NaN, "amt_yi": 8045.437 } ] }, "399006": { "name": "创业板指", "daily": [ { "date": "2026-09-21", "close": 3399.58670521101, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 5252.5618567984 }, { "date": "2026-09-22", "close": 3399.926663881531, "vol_wan": 0.0, "close_pct": 0.009999999999998899, "vol_pct": NaN, "amt_yi": 5445.8401348823 }, { "date": "2026-09-23", "close": 3379.605302211511, "vol_wan": 0.0, "close_pct": -0.597700000000001, "vol_pct": NaN, "amt_yi": 4427.420555615499 }, { "date": "2026-09-24", "close": 3288.944010374385, "vol_wan": 0.0, "close_pct": -2.6826000000000016, "vol_pct": NaN, "amt_yi": 4142.1759004008 }, { "date": "2026-09-28", "close": 3139.82, "vol_wan": 0.0, "close_pct": -4.534099999999997, "vol_pct": NaN, "amt_yi": 4332.302 } ] }, "000688": { "name": "科创50", "daily": [ { "date": "2026-09-21", "close": 1657.4830597257917, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 892.50525446 }, { "date": "2026-09-22", "close": 1665.0395249950816, "vol_wan": 0.0, "close_pct": 0.455899999999998, "vol_pct": NaN, "amt_yi": 1134.96118636 }, { "date": "2026-09-23", "close": 1660.8519505897189, "vol_wan": 0.0, "close_pct": -0.2515000000000045, "vol_pct": NaN, "amt_yi": 751.7542133400001 }, { "date": "2026-09-24", "close": 1621.8700944574275, "vol_wan": 0.0, "close_pct": -2.347100000000002, "vol_pct": NaN, "amt_yi": 699.8804948899999 }, { "date": "2026-09-28", "close": 1555.98, "vol_wan": 0.0, "close_pct": -4.062600000000005, "vol_pct": NaN, "amt_yi": 805.86294 } ] }, "000852": { "name": "中证2000（小微盘）", "daily": [ { "date": "2026-09-21", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 4539.40519823 }, { "date": "2026-09-22", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 4767.88730218 }, { "date": "2026-09-23", "close": NaN, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 4436.09659097 }, { "date": "2026-09-24", "close": 3209.6321711228175, "vol_wan": 0.0, "close_pct": NaN, "vol_pct": NaN, "amt_yi": 4130.79678422 }, { "date": "2026-09-28", "close": 3104.8441, "vol_wan": 0.0, "close_pct": -3.264800000000001, "vol_pct": NaN, "amt_yi": 3882.9813 } ] } }, "charts": { "index_change": { "names": [ "上证指数", "创业板指", "科创50", "中证2000（小微盘）" ], "vals": [ -1.67, -4.53, -4.06, -3.26 ] }, "index_amount": { "labels": [ "09-21", "09-22", "09-23", "09-24", "09-28" ], "series": { "上证指数": [ 9468.0, 10080.0, 8341.0, 7836.0, 8045.0 ], "创业板指": [ 5253.0, 5446.0, 4427.0, 4142.0, 4332.0 ], "科创50": [ 893.0, 1135.0, 752.0, 700.0, 806.0 ], "中证2000（小微盘）": [ 4539.0, 4768.0, 4436.0, 4131.0, 3883.0 ] }, "colors": { "上证指数": "#1f77b4", "科创50": "#ff7f0e", "创业板指": "#ffd700", "中证2000（小微盘）": "#2ca02c" } }, "auction": { "labels": [ "09-22", "09-23", "09-24", "09-25", "09-28" ], "series": { "创业板指": [ 21.07, 10.58, 9.94, 9.94, 12.89 ], "科创50": [ 17.19, 4.87, 4.1, 4.1, 4.24 ] }, "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" ] }, "成交额前10个股": { "date": "2026-09-28", "top_turnover": [ { "rank": 1, "code": "300308", "name": "中际旭创", "amount": 25185479436.39, "pct": -9.025964, "turnover_rate": 2.7199999999999998, "price": 815.0 }, { "rank": 2, "code": "300502", "name": "新易盛", "amount": 15810203755.11, "pct": -8.114943, "turnover_rate": 3.085, "price": 399.7 }, { "rank": 3, "code": "688825", "name": "长鑫科技", "amount": 11775048922.03, "pct": -4.270463, "turnover_rate": 4.784, "price": 53.8 }, { "rank": 4, "code": "603986", "name": "兆易创新", "amount": 10407944420.87, "pct": -6.5820669999999994, "turnover_rate": 4.247999999999999, "price": 358.51 }, { "rank": 5, "code": "002384", "name": "东山精密", "amount": 10009354159.42, "pct": -9.522017, "turnover_rate": 4.17, "price": 168.28 }, { "rank": 6, "code": "300750", "name": "宁德时代", "amount": 9829828126.97, "pct": -0.5144799999999999, "turnover_rate": 0.796, "price": 291.99 }, { "rank": 7, "code": "688256", "name": "寒武纪", "amount": 8843414395.81, "pct": -6.548906000000001, "turnover_rate": 1.357, "price": 1020.0 }, { "rank": 8, "code": "600176", "name": "中国巨石", "amount": 8699119124.66, "pct": -8.801672, "turnover_rate": 5.43, "price": 39.27 }, { "rank": 9, "code": "300394", "name": "天孚通信", "amount": 8393956099.72, "pct": -8.632852, "turnover_rate": 3.087, "price": 244.8 }, { "rank": 10, "code": "000725", "name": "京东方A", "amount": 8247027889.46, "pct": -0.854701, "turnover_rate": 3.959, "price": 5.8 } ], "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。" }, "板块跌幅排行": { "date": "2026-09-28", "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": "F5G概念", "pct": -6.65 }, { "rank": 2, "name": "共封装光学(CPO)", "pct": -6.56 }, { "rank": 3, "name": "铜缆高速连接", "pct": -6.14 }, { "rank": 4, "name": "MLCC概念", "pct": -6.03 }, { "rank": 5, "name": "光纤概念", "pct": -5.8 } ], "five_day": [ { "rank": 1, "name": "铜缆高速连接", "pct": -9.22 }, { "rank": 2, "name": "F5G概念", "pct": -8.44 }, { "rank": 3, "name": "光纤概念", "pct": -7.67 }, { "rank": 4, "name": "共封装光学(CPO)", "pct": -7.46 }, { "rank": 5, "name": "光刻机", "pct": -7.01 } ], "ten_day": [ { "rank": 1, "name": "转基因", "pct": -7.56 }, { "rank": 2, "name": "兵装重组概念", "pct": -7.55 }, { "rank": 3, "name": "大豆", "pct": -7.25 }, { "rank": 4, "name": "海南自贸区", "pct": -7.0 }, { "rank": 5, "name": "黄金概念", "pct": -6.68 } ] }, "板块涨幅排行": { "date": "2026-09-28", "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": "猪肉", "pct": 1.03 }, { "rank": 2, "name": "养鸡", "pct": 0.28 }, { "rank": 3, "name": "深圳国企改革", "pct": 0.08 }, { "rank": 4, "name": "阿尔茨海默概念", "pct": 0.04 }, { "rank": 5, "name": "生物疫苗", "pct": -0.03 }, { "rank": 6, "name": "仿制药一致性评价", "pct": -0.18 }, { "rank": 7, "name": "禽流感", "pct": -0.18 }, { "rank": 8, "name": "证金持股", "pct": -0.32 }, { "rank": 9, "name": "白酒概念", "pct": -0.33 }, { "rank": 10, "name": "流感", "pct": -0.33 } ], "five_day": [ { "rank": 1, "name": "重组蛋白", "pct": 4.31 }, { "rank": 2, "name": "猴痘概念", "pct": 4.03 }, { "rank": 3, "name": "细胞免疫治疗", "pct": 3.46 }, { "rank": 4, "name": "阿尔茨海默概念", "pct": 3.11 }, { "rank": 5, "name": "CRO概念", "pct": 2.55 }, { "rank": 6, "name": "基因测序", "pct": 2.54 }, { "rank": 7, "name": "生物疫苗", "pct": 2.49 }, { "rank": 8, "name": "租售同权", "pct": 2.28 }, { "rank": 9, "name": "肝炎概念", "pct": 2.09 }, { "rank": 10, "name": "流感", "pct": 2.0 } ], "ten_day": [ { "rank": 1, "name": "重组蛋白", "pct": 11.02 }, { "rank": 2, "name": "CRO概念", "pct": 10.66 }, { "rank": 3, "name": "细胞免疫治疗", "pct": 8.93 }, { "rank": 4, "name": "猴痘概念", "pct": 7.65 }, { "rank": 5, "name": "减肥药", "pct": 6.95 }, { "rank": 6, "name": "阿尔茨海默概念", "pct": 6.88 }, { "rank": 7, "name": "基因测序", "pct": 6.8 }, { "rank": 8, "name": "注册制次新股", "pct": 6.5 }, { "rank": 9, "name": "辅助生殖", "pct": 5.7 }, { "rank": 10, "name": "科创次新股", "pct": 5.67 } ] }, "涨跌停情绪": { "date": "2026-09-28", "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": [ "2026-09-21", "2026-09-22", "2026-09-23", "2026-09-24", "2026-09-28" ], "limit_up": [ 105.0, 64.0, 51.0, 52.0, 35.0 ], "limit_down": [ 2.0, 5.0, 14.0, 15.0, 57.0 ], "ratio": [ 52.5, 12.8, 3.64, 3.47, 0.61 ], "lianban_count": [ 2.0, 0.0, 0.0, 0.0, 0.0 ], "market_height": [ 0.0, 0.0, 0.0, 5.0, 5.0 ], "bomb_count": 11, "bomb_rate": 23.9 } }, "强势股复盘": { "date": "2026-09-28", "resolved_source": "eastmoney", "source": "东方财富（区间涨幅排名，近5日/近10日，实际源：eastmoney）；题材归因候选池来自同花顺热点；个股行业/概念画像经同花顺问财（STOCK_PROFILE，缺失则降级）。", "five_day": [ { "rank": 1, "code": "600825", "name": "新华传媒", "sector": "沪主板", "industry": "传媒", "concepts": [ "无人零售", "AI语料", "文化传媒概念", "上海国企改革", "独角兽概念", "创投", "国企改革", "传媒", "文化传媒", "出版" ], "gain_pct": 46.4, "latest_pct": 10.04, "reason_tags": "拟收购界面财联社+上海国资+“华”字辈", "reason": "拟收购界面财联社与上海国资题材催化，连续五日涨停、封单巨大", "news_titles": [ "600825，五连板", "600825，5天5板！最高封单近百亿元", "600825，5连涨停，超500万手买单封板！A股回调", "600825，连续4日封单超百万手", "新华传媒(600825)龙虎榜数据(09-24)" ] }, { "rank": 2, "code": "603949", "name": "雪龙集团", "sector": "沪主板", "industry": "汽车", "concepts": [ "专精特新", "汽车热管理", "新能源汽车", "农机", "创投", "汽车", "汽车零部件", "底盘与发动机系统" ], "gain_pct": 32.03, "latest_pct": 10.0, "reason_tags": "间接投资宇树科技+商用车热管理+新能源风扇", "reason": "间接投资宇树科技叠加商用车热管理，题材驱动股价突破年线", "news_titles": [ "雪龙集团(603949)龙虎榜数据(09-24)", "雪龙集团(603949)龙虎榜数据(09-23)", "雪龙集团(603949.SH)：2026年中报净利润为4813.27万元", "机构风向标 | 雪龙集团(603949)2026年二季度已披露前十大机构累计持仓占比41.41%", "今日盘中突破年线个股" ] }, { "rank": 3, "code": "603396", "name": "金辰股份", "sector": "沪主板", "industry": "电力设备", "concepts": [ "TOPCON电池", "HJT电池", "一带一路", "氢能源", "高端装备", "光伏概念", "专精特新", "新型工业化", "钙钛矿电池", "芯片概念", "电力设备", "光伏设备", "光伏加工设备", "钙钛矿设备" ], "gain_pct": 31.1, "latest_pct": 9.99, "reason_tags": "半导体装备+玻璃基封装+光伏设备", "reason": "光伏设备切入半导体装备与玻璃基封装，午后秒封涨停、3天2板", "news_titles": [ "金辰股份(603396)龙虎榜数据(09-24)", "光伏设备杀入半导体！603396，午后秒封涨停，3天2板", "机构风向标 | 金辰股份(603396)2026年二季度已披露持仓机构仅5家", "金辰股份(603396.SH)2026年中报净利润为3354.53万元、较去年同期下降12.65%", "9月28日A股收盘综述：双创指数跌幅均超4% 汽车整车板块异动拉升" ] }, { "rank": 4, "code": "002082", "name": "ST万邦", "sector": "深主板", "industry": "医药生物", "concepts": [ "阿尔茨海默概念", "生物疫苗", "肝炎概念", "医药电商", "仿制药一致性评价", "创新药", "医疗器械概念", "共同富裕示范区", "一带一路", "2026中报预增", "2026一季报预增", "医药生物", "中药", "中药Ⅲ" ], "gain_pct": 30.56, "latest_pct": 10.0, "reason_tags": "股权转让+创新药+中报增长", "reason": "", "news_titles": [ "ST万邦(002082)龙虎榜数据(09-24)", "机构风向标 | ST万邦(002082)2026年二季度已披露持仓机构仅8家", "ST万邦(002082.SZ)：2026年中报净利润为6327.72万元", "涨停股复盘：7股封单超亿元", "被占用资金归还 ST万邦收到9490万元汇款" ] }, { "rank": 5, "code": "600418", "name": "江淮汽车", "sector": "沪主板", "industry": "汽车", "concepts": [ "百度概念", "DeepSeek概念", "华为汽车", "飞行汽车(eVTOL)", "车联网(车路协同)", "换电概念", "低空经济", "华为概念", "无人驾驶", "工业互联网", "新能源汽车", "智能座舱", "国企改革", "汽车", "汽车整车", "商用载货车", "安徽三资改革", "动力系统", "eVTOL飞行器" ], "gain_pct": 30.13, "latest_pct": 9.99, "reason_tags": "尊界+华为合作+玛莎拉蒂合作传闻", "reason": "与华为合作尊界车型消息持续发酵，4天3板并尾盘回封涨停", "news_titles": [ "600418，涨停，炸板，回封", "“坚定携手华为”！600418再次涨停，4天3板！", "江淮汽车(600418)龙虎榜数据(09-23)", "“一卖就起飞”！600418尾盘突然涨停，发生了什么？", "9月28日A股收盘综述：双创指数跌幅均超4% 汽车整车板块异动拉升" ] }, { "rank": 6, "code": "600802", "name": "福建水泥", "sector": "沪主板", "industry": "建筑材料", "concepts": [ "水泥概念", "参股银行", "福建自贸区", "参股券商", "国企改革", "核电", "海峡两岸", "建筑材料", "水泥", "福建本地股" ], "gain_pct": 29.77, "latest_pct": 9.97, "reason_tags": "海峡两岸+福建国资+水泥", "reason": "海峡两岸与福建国资题材炒作，连收两涨停，公司自曝连年亏损", "news_titles": [ "连续两日涨停！600802，喊话股民：我连年亏损，市盈率是负的，理性点！", "多股涨停！300300，600802，000592，午后直线爆拉", "福建水泥(600802)龙虎榜数据(09-24)", "连续两日涨停！600802紧急发异动公告：近几年连续亏损 市盈率为负值", "福建水泥(600802)龙虎榜数据(09-23)" ] }, { "rank": 7, "code": "001368", "name": "通达创智", "sector": "深主板", "industry": "轻工制造", "concepts": [ "露营经济", "医疗器械概念", "宠物经济", "三胎概念", "人民币贬值受益", "足球概念", "中俄贸易概念", "体育产业", "冰雪产业", "福建自贸区", "一带一路", "海峡两岸", "人工智能", "3D打印", "新型烟草(电子烟)", "高股息精选", "多模态AI", "轻工制造", "家居用品", "文娱用品", "宠物用品", "中马经济一体化", "儿童玩具" ], "gain_pct": 25.53, "latest_pct": 10.0, "reason_tags": "体育户外+AI玩具+海外产能", "reason": "AI玩具与体育户外题材叠加，涨停封单居前，中报净利小幅增长", "news_titles": [ "通达创智(001368)龙虎榜数据(09-28)", "涨停股复盘：7股封单超亿元", "通达创智(001368.SZ)：2026年中报净利润为5770.50万元", "通达创智(001368.SZ)2026年中报净利润为5770.50万元、较去年同期上涨4.53%", "收盘价创历史新高股一览" ] }, { "rank": 8, "code": "301190", "name": "善水科技", "sector": "创业板", "industry": "基础化工", "concepts": [ "幽门螺杆菌概念", "参股银行", "染料", "2026中报预增", "基础化工", "化学原料", "其他化学原料" ], "gain_pct": 24.25, "latest_pct": 20.01, "reason_tags": "染料+氯代吡啶+农药医药中间体", "reason": "染料及农药医药中间体题材活跃，中报盈利并突破年线", "news_titles": [ "善水科技(301190)龙虎榜数据(09-28)", "9月28日A股收盘综述：双创指数跌幅均超4% 汽车整车板块异动拉升", "善水科技(301190.SZ)：2026年中报净利润为8515.98万元", "今日盘中突破年线个股", "今日28只个股突破年线" ] }, { "rank": 9, "code": "688244", "name": "永信至诚", "sector": "科创板", "industry": "计算机", "concepts": [ "财税数字化", "华为鲲鹏", "数据安全", "网络安全", "云计算", "AI应用", "信创", "数据要素", "智谱AI", "DeepSeek概念", "人工智能", "职业教育", "抖音概念(字节概念)", "军工信息化", "华为概念", "专精特新", "军工", "商业航天", "计算机", "软件开发", "横向通用软件" ], "gain_pct": 21.03, "latest_pct": 20.0, "reason_tags": "AI安全+数字风洞+网络靶场", "reason": "AI安全与网络靶场题材活跃，但中报亏损扩大，缺乏业绩支撑", "news_titles": [ "永信至诚(688244)龙虎榜数据(09-14)", "永信至诚(688244.SH)2026年中报净利润为-5346.57万元，同比亏损扩大", "机构风向标 | 永信至诚(688244)2026年二季度已披露前十大机构累计持仓占比9.57%", "9月28日A股收盘综述：双创指数跌幅均超4% 汽车整车板块异动拉升", "9月28日A股午评：创业板指半日跌超4% 汽车整车板块异动上行" ] }, { "rank": 10, "code": "605366", "name": "宏柏新材", "sector": "沪主板", "industry": "基础化工", "concepts": [ "光纤概念", "有机硅概念", "硅能源", "光伏概念", "风电", "一带一路", "海峡两岸", "基础化工", "化学制品", "有机硅", "硅烷偶联剂" ], "gain_pct": 18.18, "latest_pct": 9.98, "reason_tags": "高纯四氯化硅+功能性硅烷+电子化学品", "reason": "有机硅及电子化学品概念获主力资金净流入，中报仍为亏损", "news_titles": [ "宏柏新材(605366.SH)2026年中报净利润为-3048.55万元，同比亏损放大", "涨停股复盘：7股封单超亿元", "4.00亿主力资金净流入，有机硅概念涨1.25%", "融资客看好2股 买入占成交比例超三成", "【数据揭秘】融资客看好个股一览" ] } ], "ten_day": [ { "rank": 1, "code": "601579", "name": "会稽山", "sector": "沪主板", "industry": "食品饮料", "concepts": [ "白酒概念", "共同富裕示范区", "食品饮料", "饮料制造", "其他酒类" ], "gain_pct": 78.73, "latest_pct": 9.99, "reason_tags": "高端黄酒+全国化扩张+中高端增长", "reason": "高端黄酒及全国化题材受资金关注，一分钟涨停。", "news_titles": [ "601579，一分钟涨停！", "会稽山(601579)龙虎榜数据(09-23)", "会稽山(601579)龙虎榜数据(09-21)", "会稽山(601579)龙虎榜数据(09-16)", "200亿龙头，涨停、炸板、涨停，炸板！" ] }, { "rank": 2, "code": "600825", "name": "新华传媒", "sector": "沪主板", "industry": "传媒", "concepts": [ "无人零售", "AI语料", "文化传媒概念", "上海国企改革", "独角兽概念", "创投", "国企改革", "传媒", "文化传媒", "出版" ], "gain_pct": 65.38, "latest_pct": 10.04, "reason_tags": "拟收购界面财联社+上海国资+“华”字辈", "reason": "拟收购界面财联社叠加上海国资题材，连续五连板。", "news_titles": [ 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**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）。" } }, "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 -60.7。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 -60.7。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": -60.7 }, "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": [ "主力资金流向" ], "quota_exhausted": false, "notice": "" } }