{
  "timestamp": "2026-07-03 16:00",
  "source": "xiaoguo_fallback",
  "stocks": [
    {
      "code": "688981",
      "name": "中芯国际",
      "sentiment": "negative",
      "confidence": 0.75,
      "reason": "芯片板块近期回调，国家大基金持股概念7/2日跌6.28%，主力资金大幅净流出；已跌破止损位140.94(现价140.31，距损-0.45%)",
      "priority": "已跌破止损-0.45%"
    },
    {
      "code": "00981",
      "name": "中芯国际(H)",
      "sentiment": "negative",
      "confidence": 0.65,
      "reason": "大基金减持00981等芯片股，半导体板块承压；南向资金虽有爆买但价格已跌破止损67.24(现价67.06，距损-0.27%)",
      "priority": "已跌破止损-0.27%"
    },
    {
      "code": "300548",
      "name": "长芯博创",
      "sentiment": "negative",
      "confidence": 0.80,
      "reason": "通信行业7/2日暴跌7.36%，F5G/铜缆高速连接概念大幅回调，主力资金持续净流出；已跌破止损221.38(现价221.01，距损-0.17%)",
      "priority": "已跌破止损-0.17%"
    },
    {
      "code": "00700",
      "name": "腾讯",
      "sentiment": "positive",
      "confidence": 0.78,
      "reason": "连续31日回购，每日5.01亿港元，累计回购超249亿，管理层信心强烈；股价距止损366.84仅2.06%，回购托底意愿明确",
      "priority": "距止损2.06%"
    },
    {
      "code": "300308",
      "name": "中际旭创",
      "sentiment": "neutral",
      "confidence": 0.60,
      "reason": "6月获融资客40亿净买入，CPO概念年初至今涨幅可观；但通信板块7/2大跌7.36%，短期面临获利回吐压力，距止损1090.4约2.29%",
      "priority": "距止损2.29%"
    },
    {
      "code": "06869",
      "name": "长飞光纤光缆",
      "sentiment": "positive",
      "confidence": 0.72,
      "reason": "7/3除净派息0.339港元/股，南向资金7/2净买入1.77亿港元，6/30曾涨超7%；距止损169.46约2.56%，股息+资金面支撑",
      "priority": "距止损2.56%"
    },
    {
      "code": "01088",
      "name": "中国神华",
      "sentiment": "neutral",
      "confidence": 0.55,
      "reason": "定州三期/沧东三期机组投运，子公司签约8.6亿合同，基本面稳健；但煤炭板块近期走弱，港股煤炭股6/30集体下跌，消息面中性偏淡",
      "priority": "距止损2.63%"
    },
    {
      "code": "601899",
      "name": "紫金矿业",
      "sentiment": "positive",
      "confidence": 0.82,
      "reason": "贵金属概念7/3大涨4.84%，紫金矿业涨5.32%，美联储释放通胀回落信号利好金价；公司布局航天投资拓展成长空间",
      "priority": "涨跌幅+5.78%"
    },
    {
      "code": "01211",
      "name": "比亚迪股份",
      "sentiment": "positive",
      "confidence": 0.85,
      "reason": "新能源汽车零售渗透率高达63%，板块持续走强，7/2比亚迪涨超9%领涨；行业景气度高位，动力电池/整车双轮驱动",
      "priority": "涨跌幅+6.90%"
    }
  ]
}