{
  "timestamp": "2026-07-07 16:14",
  "source": "xiaoguo_fallback",
  "stocks": [
    {
      "code": "300308",
      "name": "中际旭创",
      "sentiment": "positive",
      "confidence": 0.72,
      "reason": "今日成交额超300亿元，市场交投活跃。公司主动辟谣物料封锁传言，澄清康宁玻璃桥技术非光模块替代方案。利好消除不确定性，尾盘+2.09%走强",
      "priority": "距止损2.8%"
    },
    {
      "code": "688981",
      "name": "中芯国际",
      "sentiment": "neutral",
      "confidence": 0.58,
      "reason": "消息面多空交织：牵头半导体企业获超10亿元股权融资（利好），但中芯国际概念板块近期下跌5.66%。今日股价+0.99%企稳，距止损仅3.1%需关注",
      "priority": "距止损3.1%"
    },
    {
      "code": "000700",
      "name": "模塑科技",
      "sentiment": "negative",
      "confidence": 0.65,
      "reason": "公司公告机器人外覆盖件订单金额占比不足0.1%，主动降温概念炒作预期。股价已跌破止损16.70元至16.15元，距止损3.4%需警惕进一步下行",
      "priority": "距止损3.4%"
    },
    {
      "code": "300548",
      "name": "长芯博创",
      "sentiment": "positive",
      "confidence": 0.68,
      "reason": "发布2025年度权益分派方案（每10股派2.90元），股息回报利好。此前收购子公司少数股权完成，基本面改善。股价-1.52%属正常回调，距止损5.0%",
      "priority": "距止损5.0%"
    },
    {
      "code": "01888",
      "name": "建滔积层板",
      "sentiment": "negative",
      "confidence": 0.70,
      "reason": "今日PCB概念反弹+公司再发涨价函，但昨日暴跌超10%后今日仍跌-5.48%。南向资金此前持续加仓但近期板块恐慌性抛售明显，短期压力未释放完毕",
      "priority": "涨跌幅-5.48%"
    },
    {
      "code": "06869",
      "name": "长飞光纤光缆",
      "sentiment": "negative",
      "confidence": 0.75,
      "reason": "港股算力硬件股持续暴跌，今日再度走低跌超9%。公司已连续多日大幅下挫（昨日-15%，今日-7.70%），距止损195.46已远跌至157.8，属系统性杀跌需警惕",
      "priority": "涨跌幅-7.70%"
    }
  ]
}
