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| 9% | 9.7 | 10.9 | 12.3 | 13.8 |
| 10% | 8.2 | 9.3 | 10.4 | 11.7 |
| 11% | 7.2 | 8.0 | 9.0 | 10.1 |
| 12% | 6.4 | 7.1 | 7.9 | 8.8 |
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... (truncated)
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... (truncated)
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... (truncated)
| 万邦医药 | 2026-07-31 | |
| 云创退 | 2026-07-29 | |
| 通源石油 | 2026-07-31 | |
| 贤丰控股 | 2026-07-31 | |
| 海南海药 | 2026-07-31 |
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... (truncated)
| 公司 | PE | PB | ROE | 营收增速 |
|---|---|---|---|---|
| ⭐ 中芯国际 | 197.1 | 5.22 | — | — |
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... (truncated)
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"date": "2025-12-08",
"title": "Q3业绩优于指引,本土替代驱动量价齐升",
"broker": "华安证券",
"rating": "增持",
"pdf": "https://pdf.dfcfw.com/pdf/H3_AP202512081796198029_1.pdf",
"eps_2026": 0.73,
"pe_2026": 153.74
},
{
"date": "2025-09-28",
"title": "产能及产能利用率双增长,晶圆本土化持续受益",
"broker": "华安证券",
"rating": "增持",
"pdf": "https://pdf.dfcfw.com/pdf/H3_AP20250928175204911
... (truncated)
{
"rate_cycle": "中性(2026 货币政策)",
"fx_trend": "中性(人民币走势)",
"geo_risk": "中性(地缘风险)",
"commodity": "中性(大宗周期)",
"industry_macro_impact": "中性",
"web_search_snippets": {
"rate_cycle": [],
"us_rate": [],
"fx_trend": [],
"geo_risk": [],
"commodity": [],
"industry_macro": []
},
"year": 2026,
"industry": "半导体",
"_autofill_failed": {
"query": "半导体 2026 宏观环境 利率周期 汇率 大宗商品 行业影响",
"reason": "MX/ddgs 都没有返回内容"
}
}
{
"policy_dir": null,
"subsidy": null,
"monitoring": null,
"anti_trust": null,
"snippets": {
"policy_dir": [],
"subsidy": [],
"monitoring": [],
"anti_trust": []
},
"year": 2026,
"industry": "半导体",
"cfachina_titles_count": 0,
"_autofill_failed": {
"query": "半导体 2026 国家政策 监管动态 补贴 税收 影响",
"reason": "MX/ddgs 都没有返回内容"
}
}
{
"xueqiu_heat": "热度 0",
"thermometer_value": 0,
"guba_volume": "0 条结果",
"big_v_mentions": null,
"positive_pct": "0.0%",
"sentiment_label": "悲观",
"platform_snippets": {
"xueqiu": [],
"guba": [],
"zhihu": [],
"weibo": [],
"xiaohongshu": [],
"big_v": []
},
"platform_hits": {
"xueqiu": 0,
"guba": 0,
"zhihu": 0,
"weibo": 0,
"xiaohongshu": 0,
"big_v": 0
},
"total_mentions": 0,
"hot_trend_mentions": {
"stock_name": "中芯国际",
"keywords_used": [
"中芯国际",
"中芯",
"国际"
],
"platforms_checked": 6,
"platforms_ok": 6,
"mentions": {
"weibo": [],
"zhihu": [],
"baidu": [],
"douyin": [],
"toutiao": [],
"bilibili": []
},
"total_hits": 0,
"by_platform_count": {
"weibo": 0,
"zhihu": 0,
"baidu": 0,
"douyin": 0,
"toutiao": 0,
"bilibili": 0
}
},
"hot_trend_hit_count": 0,
"news_multi_source": {
"stock_name": "中芯国际",
"stock_code": "688981",
"sources": {
"jin10": [],
"em_kuaixun": [],
"em_stock_ann": [],
"ths_news_today": []
},
"total_hits": 0,
"sources_ok": 0
},
"news_sources_ok": 0,
"news_total_hits": 0
}
{
"trap_level": "🟢 安全",
"trap_score": 9,
"signals_hit": "0/8",
"signals_hit_count": 0,
"signals_hit_detail": null,
"recommendation": "数据正常,未发现明显推广痕迹。",
"evidence_count": 0,
"high_risk_kw": "未发现",
"snippets": {
"signal_1": [],
"signal_2": [],
"signal_3": [],
"signal_4": [],
"signal_5": [],
"signal_6": [],
"signal_7": [],
"signal_8": []
}
}
{
"xueqiu_cubes": null,
"xueqiu_meta": {
"http_status": 200,
"source": "http",
"login_required": true,
"hint": "set UZI_XQ_LOGIN=1 + run `python -m lib.xueqiu_browser login` (one-time)"
},
"tgb_mentions": null,
"ths_simu": [
{
"note": "ths simu endpoint requires login or blocked"
}
],
"dpswang": null,
"summary": {
"xueqiu_cubes_total": 0,
"high_return_cubes": 0,
"s_tier_holders": 0,
"a_tier_holders": 0,
"b_tier_holders": 0,
"tgb_mentions_count": 0,
"ths_evidence_count": 0,
"xueqiu_login_required": true,
"xueqiu_source": "http"
},
"fallback_queries": [
"淘股吧 实盘 688981 持仓",
"挑战者杯 688981",
"雪球 实盘组合 688981 50%",
"全国期货实盘大赛 688981"
],
"_note": "⚠️ XueQiu cubes 接口 2026 起需登录。当前未启用 Playwright 登录,0 cube 收录。如需启用:export UZI_XQ_LOGIN=1 然后 python -m lib.xueqiu_browser login 一次性登录。或 --skip-login-sources 接受跳过(其他维度不影响)。"
}