{
  "timestamp": "2026-07-06 16:10",
  "source": "xiaoguo_fallback",
  "stocks": [
    {
      "code": "300308",
      "name": "中际旭创",
      "sentiment": "positive",
      "confidence": 0.70,
      "reason": "公司今日在互动易澄清两大市场传闻：康宁玻璃桥技术非光模块替代方案、上游炫光片封锁传言不实。主动辟谣有助于缓解FUD，稳定股价",
      "priority": "距止损2.49%"
    },
    {
      "code": "300035",
      "name": "中科电气",
      "sentiment": "neutral",
      "confidence": 0.50,
      "reason": "今日无公司重大新闻，仅有主力资金流向统计提及。消息面平淡，股价-1.82%正常波动",
      "priority": "距止损3.70%"
    },
    {
      "code": "01088",
      "name": "中国神华",
      "sentiment": "positive",
      "confidence": 0.65,
      "reason": "7月2日公告定州三期、沧东三期5号机组正式投运，产能扩张利好。南向资金持续大比例持有。今日+1.65%，走势稳健",
      "priority": "距止损4.69%"
    },
    {
      "code": "688981",
      "name": "中芯国际",
      "sentiment": "neutral",
      "confidence": 0.55,
      "reason": "今日无公司层面新消息（最新公开新闻为6月底）。但当日涨幅+5.2%创阶段新高，半导体板块情绪偏暖。机构持仓稳定",
      "priority": "距止损4.72%"
    },
    {
      "code": "000700",
      "name": "模塑科技",
      "sentiment": "negative",
      "confidence": 0.60,
      "reason": "7月2日公司公告明确机器人外覆盖件订单占比不足0.1%，主动降温机器人炒作预期。前期涨幅过大，当前买入区需警惕回调风险",
      "priority": "买入区15.5~18.08"
    },
    {
      "code": "01888",
      "name": "建滔积层板",
      "sentiment": "negative",
      "confidence": 0.85,
      "reason": "今日港股PCB概念大幅波动，建滔积层板从早盘+5.39%急转暴跌至-12.37%，日振幅超17%。南向资金此前持续加仓，但今日出现恐慌性抛售",
      "priority": "买入区67.27~78.48"
    },
    {
      "code": "300548",
      "name": "博创科技",
      "sentiment": "neutral",
      "confidence": 0.50,
      "reason": "今日无公司重大新闻。通信行业整体偏弱（行业-7.36%），F5G概念下跌1.86%，板块环境不佳但公司层面无利空",
      "priority": "买入区205.41~239.64"
    }
  ]
}