{
  "scan_date": "2026-06-06",
  "scan_type": "weekly_proactive",
  "market_context": "本周科创50-4.01%/创业板-3.20%/恒科-1.75%大跌，半导体净流出283亿、电力-4.22%、贵金属-1.9%；银行+1.13%净流入25.76亿、光学光电子+1.20%净流入30.68亿逆势走强",
  "watchlist_opportunities": [
    {
      "code": "01088",
      "name": "中国神华",
      "price": 46.10,
      "buy_zone": "45~46",
      "trigger": "已接近买入区下沿(现46.10)，跌至45可建仓3%",
      "logic": "煤电高股息防御(股息率约7%)，市场恐慌时资金避险首选",
      "priority": "高"
    },
    {
      "code": "09868",
      "name": "小鹏汽车-W",
      "price": 65.00,
      "buy_zone": "65~68",
      "trigger": "已跌至买入区下沿(现65.00)，止损64破即止损",
      "logic": "已建仓400股，下沿可考虑加仓但需谨慎(整体新能源弱势)",
      "priority": "中"
    }
  ],
  "new_targets": [
    {
      "code": "600900",
      "name": "长江电力",
      "sector": "电力/水电",
      "logic": "电力板块周五暴跌-4.22%(主力净流出158.93亿)，水电龙头超跌反弹机会；防御属性强、股息率3.5%+",
      "watch_zone": "需查具体价位"
    }
  ],
  "downgrades": [
    {
      "code": "300548",
      "name": "长芯博创",
      "current": 219.00,
      "old_buy_zone": "238~245(daily_review 6/3建议)",
      "issue": "周五-4.78%暴跌至219，远低于原买入区，结合半导体板块系统性流出，需重新评估而非贸然抄底"
    },
    {
      "code": "688411",
      "name": "海博思创",
      "current": 260.01,
      "issue": "连续3日下跌-5.42%/-3.37%/-4.91%，已破止损265(daily_review 6/4建议)；浮盈大幅收窄需触发减仓"
    }
  ]
}
