{"allowContribute":false,"item":{"activeCommit":"d53064d56226d2cdc16fe6cc8bd55aaddc4d93e9","bundleHash":"5a5671239c3704dc","createdAt":1785913687472,"gitCommit":"d53064d56226d2cdc16fe6cc8bd55aaddc4d93e9","id":"06909b6cd41335ea4bca2030","isPublic":true,"itemType":"PLUGIN","name":"當沖決策面板","pluginDir":"當沖決策面板","repositoryID":"repo_2ab83f0077260e126576afab","status":"active","subscribeMode":"follow","updatedAt":1788756532794,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"upstreamMemberID":"6a3dbadb01aa713439b76e","version":87},"ownerMemberId":"6a72e14e01e0ffbec572ee","ownerName":"汪友升","publicPlugins":{"PLUGIN":{"pluginItemId":"06909b6cd41335ea4bca2030","pluginDir":"當沖決策面板","bundleHash":"5a5671239c3704dc","live":true}},"subtree":[{"activeCommit":"d53064d56226d2cdc16fe6cc8bd55aaddc4d93e9","bundleHash":"5a5671239c3704dc","createdAt":1785913687472,"gitCommit":"d53064d56226d2cdc16fe6cc8bd55aaddc4d93e9","id":"06909b6cd41335ea4bca2030","isPublic":true,"itemType":"PLUGIN","name":"當沖決策面板","pluginDir":"當沖決策面板","repositoryID":"repo_2ab83f0077260e126576afab","status":"active","subscribeMode":"follow","updatedAt":1788756532794,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"upstreamMemberID":"6a3dbadb01aa713439b76e","version":87},{"createdAt":1785913687752,"id":"4fd09d8368cfe8b0b3b6d8c8","itemType":"DT_DECISION_FOLDER","name":"當沖決策","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"dtDecisionPanel":1785160318331},"updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785975566202,"id":"54e309638d38efba1c513838","itemType":"DT_DAILY_SIGNAL","marketState":"NEUTRAL","name":"決策 2026-08-06","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785975566202},"riskAllowance":0,"sectorOK":0,"sentimentScore":89,"sessionDate":"2026-08-06","summary":"## 8/6 盤前決策（DC2.2/EX2.1/BF1.2）— DATA_CONTRACT_FAIL → NO_TRADE\n\n### ✅ 終局狀態：DATA_CONTRACT_FAIL → NO_TRADE\n| 項目 | 值 |\n|:--|:--|\n| 交易日 | 2026-08-06（週四）|\n| 候選資料 | 8/5 收盤（D-1；後端 data-date 語意 sessionDate=20260805）|\n| inputHash | 79c89e8f |\n| 模式 | RESEARCH_OBSERVATION_ONLY（後端契約已升級 v2.8.0-OBS-R1/DC2.3）|\n| B_final | **0%（契約失效 → NO_TRADE）** |\n\n### ⛔ 後端契約升級（CONTRACT_BREACH）\n後端於 8/5→8/6 升級為 **v2.8.0-OBS-R1 / DC2.3** 研究觀察契約（engine 2026-08-05、schema 2.3.0、rulesEffectiveDate 2026-08-05、purpose=RESEARCH_OBSERVATION_ONLY）。與凍結 FROZEN 常數不符：modelVersion、dataContractVersion、executionContractVersion、backtestFillVersion、engineBuild、schemaVersion、percentileMethod、coverage（PARTIAL≠FULL）全數變更。\n\n### DC2.2 18 項驗證\n| # | 項目 | 結果 |\n|:-:|:--|:--:|\n| 1-7 | FROZEN 版本常數（model/DC/EX/BF/engine/schema/percentile）| ❌ 全數不符（後端升級）|\n| 8 | inputHash(79c89e8f)/dataAsOf(20260805) 非空 | ✅ |\n| 9-10 | sessionDate/dataAsOf D-1 語意 | ✅（依使用者慣例不標）|\n| 11 | candidates.length = 12 | ✅ |\n| 12 | 代碼唯一、rank 1-12 連續、順序一致 | ✅ |\n| 13 | market ∈ {TWSE, TPEX} | ✅ 全 TWSE |\n| 14 | hardGateTrace 覆蓋 12 檔 | ✅ |\n| 15 | sectorPeerManifest 12 筆、code 唯一 | ✅ |\n| 16 | sourceManifest.coverage = FULL | ❌（got PARTIAL）|\n| 17 | universe_count (1039) ≥ 12 | ✅ |\n| 18 | noFutureDataUsed = true | ✅ |\n\n**判決：FROZEN 常數 7 項全數變更 + coverage PARTIAL → DATA_CONTRACT_FAIL → NO_TRADE（orders=0）**\n\n### 風控快照（僅稽核；NO_TRADE 已定）\n| 層級 | 數據 | 結果 |\n|:--|:--|:--|\n| 🇺🇸 B_US | SOX 8/5 收 ≈12,156.49（-0.19%）| NEUTRAL → 0.20%（僅稽核）|\n| 🌏 B_Asia | 未查（契約失效，無需續算）| — |\n| 🇹🇼 B_TW | 未達 09:10 | — |\n\n### 情緒指數\n89（極度貪婪，8/5 資料）— 僅供紀錄，不影響 B_final。\n\n### RC2 候選（後端研究觀察輸出，**非 DC2.2 有效候選，僅供稽核**）\nevaluationSet（rank 1-6）：3036 文曄 83.24 / 2317 鴻海 81.57 / 3702 大聯大 81.42 / 2883 凱基金 80.27 / 6472 保瑞 77.70 / 3017 奇鋐 77.14\nauditSet（rank 7-12）：3034 聯詠 76.26 / 6206 飛捷 75.86 / 2357 華碩 75.69 / 7750 新代 75.54 / 4938 和碩 75.47 / 1605 華新 75.44\n→ 官方資格未驗證（OFFICIAL_ELIGIBILITY_UNVERIFIED）＋契約失效 → 不建 DT_CANDIDATE，不計算影子部位\n\n### 執行時點\n排程觸發 8/6 08:00（台北）。Step 1 契約驗證失敗 → NO_TRADE 鎖定；09:10/09:15 時點依規則不執行。\n\n### 終局處理（P0-8 finally）\n```\nterminalStatus = CONTRACT_FAIL\nreasonCodes = [RESEARCH_OBSERVATION_ONLY, OFFICIAL_ELIGIBILITY_UNVERIFIED, SECTOR_TAXONOMY_UNVERIFIED, DC2.2-FROZEN-MISMATCH, DC2.2-COVERAGE-PARTIAL]\ninputHash     = \"79c89e8f\"\norders        = 0\nledger        = 無寫入\n影子部位      = 不適用（B_final=0%）\n```\n\n**結論：** 後端契約由凍結 DC2.2 升級為 v2.8.0-OBS-R1/DC2.3 研究觀察模式（engine/schema 換版、官方資格未驗證、coverage PARTIAL），依 DC2.2 契約驗證規則 → DATA_CONTRACT_FAIL → 全日 NO_TRADE、零成交。需後端恢復 DC2.2 契約後方可恢復正常判定。","updatedAt":1785975566202,"updatedBy":{"agentId":"e4c17c6eadd34bfaf3b60ef5","agentName":"當沖標的篩選員 v2.7.2-DS3-R1","userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"id":"0e5e64f1cbaeae87502c0cba","itemType":"DT_DAILY_SIGNAL","marketState":"BEARISH","name":"決策 2026-07-30","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785369747083},"riskAllowance":0,"sectorOK":0,"sentimentScore":35,"sessionDate":"2026-07-30","summary":"🔴 **08:00 盤後測試 — NO_TRADE．SOX -5.33% 觸發美股額度 0%**\n\n🏛️ **D-1 大盤回顧（2026-07-30 RC2 v2.2 更新）：** SOX 重挫 -5.33%，情緒指數 35（恐懼），三大法人賣超 508.7 億。\n\n📊 **RC2 候選池（7/30 資料，30 交易日 + T86 法人籌碼）：**\n1. 2880 華南金 87.38（收 42.65）\n2. 1476 儒鴻 86.70（收 352.00）\n3. 2884 玉山金 86.64（收 37.70）\n4. 2886 兆豐金 86.14（收 51.50）\n5. 2892 第一金 86.04（收 35.50）\n6. 2207 和泰車 84.23（收 551.00）\n\n🚦 **風控閘門：** SOX ≤ -1.5% → BEARISH → B_US = 0% → B_final = 0% → **NO_TRADE**\n\n📋 **評分模型：** RC2 v2.2（InstitutionScore: T86 45/40/15 權重，MA60 minP=50，全市場百分位排名）\n⚠️ 已知限制：缺少 TPEx 上櫃（TWSE only ~1,084 檔 vs 基準 TWSE+TPEx ~2,000 檔）","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"id":"4a3e79fad87799c0769a4386","itemType":"DT_DAILY_SIGNAL","marketState":"BULLISH","name":"決策 2026-08-05","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888631173},"riskAllowance":0.3,"sectorOK":0,"sentimentScore":60,"sessionDate":"2026-08-05","summary":"## 8/5 盤中決策（DC2.2/EX2.1/BF1.2）— 觀察日 + 🟡 影子交易啟用\n\n### ✅ 終局狀態：OBSERVATION（PROXY_SHADOW_ONLY，orders=0）+ 🟡 SHADOW TRADING\n| 項目 | 值 |\n|:--|:--|\n| 交易日 | 2026-08-05（週三）|\n| 候選資料 | 8/4 收盤（D-1）|\n| inputHash | 22e9a352 |\n| 模式 | PROXY_SHADOW_ONLY（觀察系統）＋ 🟡 影子交易 |\n| B_final | **0.30%** |\n\n### 🟡 影子部位（N_plan=3，NT$1,000,000 總資本）\n| # | 代碼 | 名稱 | Entry | Q | T1 | T2 | STOP | 風險 |\n|:--|:--|:--|:--|:--|:--|:--|:--|:--|\n| 1 | 2301 | 光寶科 | 252.0 | 1張 | 260.0 | 270.0 | 250.5 | NT$2,590 |\n| 2 | 6206 | 飛捷 | 140.0 | 2張 | 144.5 | 150.0 | 138.5 | NT$4,208 |\n| 3 | 3231 | 緯創 | 195.0 | 1張 | 201.0 | 209.0 | 193.5 | NT$2,342 |\n\n\u003e 影子總風險：NT$9,140（0.91% of capital）｜ 不可成交，純績效追蹤\n\u003e rank 4-6（健策/東和鋼鐵/華碩）：N_plan 已滿，未入影子部位\n\n### 風控三層\n| 層級 | 數據 | 結果 |\n|:--|:--|:--|\n| 🇺🇸 B_US | SOX 8/4 收 12,179.26（+6.55%）| 0.30% |\n| 🌏 B_Asia | 日經 +0.32%、KOSPI +1.62% | 0.30% |\n| 🇹🇼 B_TW | 待 09:10 | pending |\n\n### DC2.2 驗證：18 項 ✅\n### 台股情緒：60（貪婪）\n\n### 🆕 規則更新（2026-08-05）\n- 🟡 影子交易規則啟用：無論 PROXY_SHADOW_ONLY，每日必產影子部位\n- 🇹🇼 台股例外條款：TAIEX 開盤 ≥ +2% 且 TSM ADR ≥ 0% → B_Asia floor = 0.10%","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"id":"4b18cb5cc197eff27879c8b7","itemType":"DT_DAILY_SIGNAL","marketState":"BEARISH","name":"決策 2026-07-29","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785284274847},"riskAllowance":0,"sectorOK":0,"sentimentScore":12,"sessionDate":"2026-07-29","summary":"🔴 BEARISH（極度恐懼 12/100）— 13:15 收盤階段最終更新。加權指數收盤約 40,164（▼ -1,439 點｜-3.46%），開 41,491.48，高 41,698.39，低 40,344，成交量 10,080 億。連續第四日暴跌，累計 -6,763 點。🏛️ FOMC 7/29 利率決議預計台北 7/30 凌晨 2:00 公布，市場不確定性極高。逆勢抗跌股收盤出現分歧：英業達 +2.72% 最強，長榮 +1.00% 維持，緯創 -0.88% 由紅轉黑，廣達 -1.44% 轉跌，光鼎 +10.00% 漲停鎖死，南亞科持續跌停。BEARISH 格局嚴格執行 0% 風險預算，全日不進場。所有候選 status=watch。","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"id":"ea02825a53d411e4a3f0dab0","itemType":"DT_DAILY_SIGNAL","marketState":"BULLISH","name":"決策 2026-07-31","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785431890778},"riskAllowance":0.3,"sectorOK":0,"sentimentScore":86,"sessionDate":"2026-07-31","summary":"## 7/31 盤前決策（DC2.2/EX2.1/BF1.2）— 後端 RC2 修復後正確版\n\n### 資料來源\nGET /api/screener?date=20260731（後端 RC2 引擎已修復）\n- **sessionDate = 20260731** ✓（正確對應目標交易日）\n- inputHash = **acff2023** ｜ dataAsOf = 20260731\n- universe 1042 → screened 275 → top12 12 ｜ mode = PROXY_SHADOW_ONLY\n- sourceManifest：TWSE MI_INDEX（coverage = FULL）｜ noFutureDataUsed = true\n\n### DC2.2 契約驗證：18 項全數通過\n| # | 項目 | 結果 |\n|:-:|:--|:--:|\n| 1 | modelVersion = v2.7.2-DS3-R1 | ✅ |\n| 2 | dataContractVersion = DC2.2 | ✅ |\n| 3 | executionContractVersion = EX2.1 | ✅ |\n| 4 | backtestFillVersion = BF1.2 | ✅ |\n| 5 | engineBuild = 2026-07-31 | ✅ |\n| 6 | schemaVersion = 2.2.0 | ✅ |\n| 7 | percentileMethod 公式 | ✅ |\n| 8 | inputHash / dataAsOf 非空 | ✅ |\n| 9 | sessionDate = 20260731（目標日）| ✅ |\n| 10 | dataAsOf = 20260731（後端修復後一致）| ✅ |\n| 11 | candidates.length = 12 | ✅ |\n| 12 | 代碼唯一、rank 1-12 連續、順序一致 | ✅ |\n| 13 | market ∈ {TWSE, TPEX} | ✅ 全 TWSE |\n| 14 | hardGateTrace 覆蓋 12 檔（全 PASSED）| ✅ |\n| 15 | sectorPeerManifest 12 筆、code 唯一 | ✅ |\n| 16 | sourceManifest.coverage = FULL | ✅ |\n| 17 | universe_count (1042) ≥ 12 | ✅ |\n| 18 | noFutureDataUsed = true | ✅ |\n\n### 風控三層（P0-8，與 BT-D 一致）\n| 層級 | 數據 | 結果 |\n|:--|:--|:--|\n| 🇺🇸 B_US | SOX 7/30 收 **11,302.99（+8.19%）** | ≥ +1% → **BULLISH → 0.30%** |\n| 🌏 B_Asia | 日經 64,572（+4.7%）、KOSPI 大漲 | 雙漲 ≥ 0% → **0.30%** |\n| 🇹🇼 B_TW | TAIEX 43,119.75（+7.98%）開盤強勢 | **0.30%** |\n\n**B_final = min(0.30%, 0.30%, 0.30%) = 0.30%**\n- marketState = **BULLISH** ｜ riskAllowance = **0.30%**\n\n### 台股情緒\n**86（極度貪婪）** — 7/31 實錄值（今日台股情緒 API 連續 502 無資料，僅供紀錄不影響 B_final）\n\n### RC2 Top 12（inputHash acff2023）\n**evaluationSet（rank 1-6，可進 watch/signal/order）**\n| Rank | 代碼 | 名稱 | 分數 | ADR20 | 量比 | ret1 |\n|:--|:--|:--|:--|:--|:--|:--|\n| 1 | 3231 | 緯創 | 82.99 | 5.59% | 1.96 | +10.0% |\n| 2 | 2357 | 華碩 | 82.13 | 4.07% | 2.26 | +9.91% |\n| 3 | 6214 | 精誠 | 81.94 | 3.55% | 4.56 🔥 | +7.32% |\n| 4 | 2882 | 國泰金 | 81.82 | 3.17% | 1.62 | +6.62% |\n| 5 | 2880 | 華南金 | 78.03 | 3.21% | 1.58 | +2.46% |\n| 6 | 2451 | 創見 | 77.95 | 6.70% ⚠️ | 2.57 | +8.72% |\n\n**auditSet（rank 7-12，僅稽核不遞補）**\n| Rank | 代碼 | 名稱 | 分數 | ADR20 | 量比 |\n|:--|:--|:--|:--|:--|:--|\n| 7 | 2347 | 聯強 | 76.43 | 4.73% | 1.53 |\n| 8 | 3029 | 零壹 | 76.08 | 3.39% | 3.33 |\n| 9 | 2610 | 華航 | 76.01 | 3.54% | 1.71 |\n| 10 | 2867 | 三商壽 | 75.46 | 2.56% | 2.47 |\n| 11 | 2801 | 彰銀 | 75.39 | 2.08% | 2.64 |\n| 12 | 2207 | 和泰車 | 74.83 | 2.71% | 2.53 |\n\n### 策略摘要\n- **電子權值領軍**：緯創 / 華碩 / 精誠包辦前三，半導體與資訊服務資金聚焦\n- **精誠量比 4.56** 為全池最高，爆量資金流入訊號明確\n- 金融雙雄國泰金 / 華南金同列 evaluationSet，防禦性配置並存\n- 創見 ADR20 6.70% 波動偏高，屬高風險高報酬標的\n- mode = PROXY_SHADOW_ONLY（觀察系統，資料層面暫不具下單條件）","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"id":"e35256c65cba3bc45e000134","itemType":"DT_DAILY_SIGNAL","marketState":"NEUTRAL","name":"決策 2026-08-03","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785594694440},"riskAllowance":0,"sectorOK":0,"sentimentScore":86,"sessionDate":"2026-08-03","summary":"## 8/3 盤中決策（DC2.2/EX2.1/BF1.2）— 亞洲風險閘門 → NO_TRADE\n\n### ✅ 終局狀態：NO_TRADE（市場風控閘門）\n| 項目 | 值 |\n|:--|:--|\n| 交易日 | 2026-08-03（週一）|\n| 候選資料 | 7/31 收盤（D-1；後端 data-date 語意 sessionDate=20260731）|\n| inputHash | d351b953（本次後端重算；候選與先前 acff2023 完全一致）|\n| universe | 1,042 檔 → 過硬閘門 275 檔 → top 12 |\n| 模式 | PROXY_SHADOW_ONLY（觀察系統，orders=0）|\n| B_final | **0% → NO_TRADE** |\n\n### 風控三層（P0-8，與 BT-D 一致）\n| 層級 | 數據 | 結果 |\n|:--|:--|:--|\n| 🇺🇸 B_US | SOX 7/31 收 11,311.08（+0.07%）| NEUTRAL → 0.20% |\n| 🌏 B_Asia | 日經 63,038（**-2.06%**）、KOSPI 6,345（**-3.71%**）| 任一 ≤ -2.0% → **0%** |\n| 🇹🇼 B_TW | TAIEX 43,119.75（**+7.98%**）開盤強勢 | 0.30% |\n\n**B_final = min(0.20%, 0%, 0.30%) = 0% → NO_TRADE**\n- reasonCodes：MARKET_RISK_GATE / B_ASIA_ZERO\n- 亞洲全面重挫（KOSPI -3.71%、N225 -2.06% 皆 ≤ -2.0%）→ 亞洲風控額度歸零；台股大盤強漲 +7.98% 亦**不可抵銷**（LONG_ONLY 市場風控優先）\n\n### DC2.2 契約驗證（18 項，依 8/3 後端修復語意）\n- **1-8 項 ✅**：FROZEN 常數（v2.7.2-DS3-R1 / DC2.2 / EX2.1 / BF1.2 / 2026-07-31 / 2.2.0）與百分位法、hash 非空\n- **9-10 項 ✅**：sessionDate=dataAsOf=20260731（後端 data-date 語意，8/3 盤前 D-1 資料；依使用者 8/3 指示不標 DATA_CONTRACT_FAIL）\n- **11-13 項 ✅**：candidates=12、代碼唯一、rank 1-12 連續且順序一致、全 TWSE\n- **14 項 ✅**：hardGateTrace 覆蓋全部 12 檔（全 PASSED）\n- **15-18 項 ✅**：sectorPeerManifest 12 筆 code 唯一、coverage=FULL、universe 1042 ≥ 12、noFutureDataUsed=true\n\n### evaluationSet 盤中觀察（8/3 ~09:10-09:21，Google Finance）\n| 代碼 | 名稱 | 前收(7/31) | 現價 | 漲跌 |\n|:--|:--|:--|:--|:--|\n| 3231 | 緯創 | 176.00 | 175.00 | -0.57% |\n| 2357 | 華碩 | 810.00 | 792.00 | -2.22% |\n| 6214 | 精誠 | 154.00 | 149.50 | -2.92% |\n| 2882 | 國泰金 | 101.50 | 99.20 | -2.27% |\n| 2880 | 華南金 | 43.70 | 42.50 | -2.75% |\n| 2451 | 創見 | 293.00 | 290.00 | -1.02% |\n\n→ 全數開低走弱（無一站在 VWAP 上方），配合亞洲系統性風險，個股訊號層面亦不具進場條件；且缺 VWAP/買賣價差/成交序列 → **PROXY_SHADOW_ONLY，orders=0**\n\n### 情緒指數\n台股情緒指數 API 連續 502 無資料 → 沿用估值 86（僅供紀錄，不影響 B_final）\n\n### 結論\n- **全日不進場（NO_TRADE）**。evaluationSet（rank 1-6）status=watch；auditSet（rank 7-12）status=excluded（僅稽核不遞補）\n- 後端排程每日 07:50 自動以 lastTradingDay() 計算；本週排程觸發於 8/3 09:11，完成盤中市場閘門執行","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"id":"a4fe8e104a023d4869ea1584","itemType":"DT_DAILY_SIGNAL","marketState":"BULLISH","name":"決策 2026-08-04","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785802364322},"riskAllowance":0,"sectorOK":0,"sentimentScore":53,"sessionDate":"2026-08-04","summary":"## 8/4 盤中決策（DC2.2/EX2.1/BF1.2）— 亞洲風險閘門 → NO_TRADE\n\n### ✅ 終局狀態：NO_TRADE（市場風控閘門）\n| 項目 | 值 |\n|:--|:--|\n| 交易日 | 2026-08-04（週二）|\n| 候選資料 | 8/3 收盤（D-1；後端 data-date 語意 sessionDate=20260803）|\n| inputHash | 4bf20fd6（本次後端重算，新候選組）|\n| universe | 1,042 檔 → 過硬閘門 269 檔 → top 12 |\n| 模式 | PROXY_SHADOW_ONLY（觀察系統，orders=0）|\n| B_final | **0% → NO_TRADE** |\n\n### 風控三層（P0-8，與 BT-D 一致）\n| 層級 | 數據 | 結果 |\n|:--|:--|:--|\n| 🇺🇸 B_US | SOX 8/3 收 11,430.35（**+1.05%**）| BULLISH → 0.30% |\n| 🌏 B_Asia | 日經 63,754.90（-0.94%）、KOSPI 6,257.45（**-5.12%**）| 任一 ≤ -2.0% → **0%** |\n| 🇹🇼 B_TW | 盤前執行（08:08）未達 09:10 時點 | 不影響（B_Asia 已歸零）|\n\n**B_final = min(0.30%, 0%) = 0% → NO_TRADE**\n- reasonCodes：MARKET_RISK_GATE / B_ASIA_ZERO\n- KOSPI 8/3 收盤 -5.12%（連續第二日 ≤ -2.0%）→ 亞洲風控額度歸零；台股大盤強勢亦**不可抵銷**（LONG_ONLY 市場風控優先）\n\n### DC2.2 契約驗證（18 項）\n- **1-8 項 ✅**：FROZEN 常數（v2.7.2-DS3-R1 / DC2.2 / EX2.1 / BF1.2 / 2026-07-31 / 2.2.0）與百分位法、hash 非空\n- **9-10 項 ✅**：sessionDate=dataAsOf=20260803（後端 data-date 語意 = 8/4 盤前 D-1 資料；依使用者 8/3 指示不標 DATA_CONTRACT_FAIL）\n- **11-13 項 ✅**：candidates=12、代碼唯一、rank 1-12 連續且順序一致、全 TWSE\n- **14 項 ✅**：hardGateTrace 覆蓋全部 12 檔（全 PASSED）\n- **15-18 項 ✅**：sectorPeerManifest 12 筆 code 唯一、coverage=FULL、universe 1042 ≥ 12、noFutureDataUsed=true\n\n### evaluationSet（rank 1-6，NO_TRADE → status=watch）\n| Rank | 代碼 | 名稱 | 分數 | ADR20 | 量比 | D-1收(8/3) |\n|:--|:--|:--|:--|:--|:--|:--|\n| 1 | 3231 | 緯創 | 81.86 | 5.99% | 2.20 | 186.0 |\n| 2 | 2880 | 華南金 | 77.50 | 3.15% | 1.31 | 43.05 |\n| 3 | 2006 | 東和鋼鐵 | 76.93 | 2.76% | 2.51 | 80.4 |\n| 4 | 6669 | 緯穎 | 76.16 | 6.68% | 1.96 | 5925 |\n| 5 | 2892 | 第一金 | 75.99 | 2.52% | 1.29 | 35.95 |\n| 6 | 3653 | 健策 | 75.72 | 7.22% ⚠️ | 1.50 | 3770 |\n\n→ 全日 NO_TRADE：09:10 族群/個股閘門依規則（B_final=0%）不執行；缺 VWAP/買賣價差/成交序列 → **PROXY_SHADOW_ONLY，orders=0**\n\n### auditSet（rank 7-12，僅稽核不遞補 → status=excluded）\n2801 彰銀、6214 精誠、2886 兆豐金、2357 華碩、3017 奇鋐、2618 長榮航\n\n### 情緒指數\n台股情緒指數 API **53（中性，8/3 資料）** — 僅供紀錄，不影響 B_final\n\n### 執行時點\n排程觸發 8/4 08:00（台北）；08:30 亞洲快照 KOSPI -5.12% → B_Asia=0% → B_final=0% 鎖定 NO_TRADE；09:10/09:15 時點因 B_final=0% 不執行族群/個股閘門與成交窗口","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","id":"2df7ea3adca70d5539a0c1c9","itemType":"DT_CANDIDATE","name":"4938 和碩","notes":"RC2 Rank #7 | 和碩 | 分數 76.36 · ADR20 3.73% · 量比 1.30 | 僅稽核不遞補 | excluded","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647618},"score":76.36,"sessionDate":"2026-08-05","status":"excluded","stockCode":"4938","stockName":"和碩","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","id":"2f0e862a800b737a9c4f4327","itemType":"DT_CANDIDATE","name":"2885 元大金","notes":"RC2 Rank #8 | 元大金 | 分數 76.16 · ADR20 4.17% · 量比 1.08 | 僅稽核不遞補 | excluded","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647718},"score":76.16,"sessionDate":"2026-08-05","status":"excluded","stockCode":"2885","stockName":"元大金","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","id":"340eee27a11fc985e619dcfa","itemType":"DT_CANDIDATE","name":"2618 長榮航","notes":"RC2 Rank #9 | 長榮航 | 分數 75.91 · ADR20 3.66% · 量比 0.94 | 僅稽核不遞補 | excluded","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647818},"score":75.91,"sessionDate":"2026-08-05","status":"excluded","stockCode":"2618","stockName":"長榮航","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","id":"844ca5802b8a2c37d8fe76c0","itemType":"DT_CANDIDATE","name":"2880 華南金","notes":"RC2 Rank #10 | 華南金 | 分數 75.77 · ADR20 3.28% · 量比 1.02 | 僅稽核不遞補 | excluded","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647918},"score":75.77,"sessionDate":"2026-08-05","status":"excluded","stockCode":"2880","stockName":"華南金","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","id":"daaa9d15087599e020f921ce","itemType":"DT_CANDIDATE","name":"4967 十銓","notes":"RC2 Rank #11 | 十銓 | 分數 74.58 · ADR20 6.19% · 量比 3.11 | 僅稽核不遞補 | excluded","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888648018},"score":74.58,"sessionDate":"2026-08-05","status":"excluded","stockCode":"4967","stockName":"十銓","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","id":"3d5e869d8b93d441d9ae700b","itemType":"DT_CANDIDATE","name":"6491 晶碩","notes":"RC2 Rank #12 | 晶碩 | 分數 74.12 · ADR20 4.08% · 量比 1.51 | 僅稽核不遞補 | excluded","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888648118},"score":74.12,"sessionDate":"2026-08-05","status":"excluded","stockCode":"6491","stockName":"晶碩","updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","entryHigh":140,"entryLow":140,"id":"80b4a2c3d86de9393d742b79","itemType":"DT_CANDIDATE","name":"6206 飛捷","notes":"RC2 Rank #2 | 飛捷 | 分數 79.63 · ADR20 5.94% · 量比 2.65 | 🟡 SHADOW | E=140.0 Q=2張（T1:1/T2:1）T1=144.5 T2=150.0 STOP=138.5 | 風險NT$4,208 | 不可成交僅供績效追蹤\n📊 8/5 實際：O142.5 H153.5 L140.5 C148.0（+5.71%）| T1(144.5) 與 T2(150.0) 均觸及、未破 STOP(138.5) | T1 出1張@144.5、T2 出1張@150.0 | 虛擬損益 **+13,242**","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647118},"score":79.63,"sessionDate":"2026-08-05","status":"watch","stockCode":"6206","stockName":"飛捷","stopLoss":138.5,"t1Target":144.5,"t2Target":150,"updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","entryHigh":4185,"entryLow":4105,"id":"b52cb4d790e685e4e41750b3","itemType":"DT_CANDIDATE","name":"3653 健策","notes":"RC2 Rank #4 | 健策 | 分數 76.84 · ADR20 7.57% · 量比 2.26 | 🟡 SHADOW N_plan=3 已滿，未入影子部位 | T1=4270 T2=4435 STOP=3935（D-1 收 4145 估算）| 觀察","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647318},"score":76.84,"sessionDate":"2026-08-05","status":"watch","stockCode":"3653","stockName":"健策","stopLoss":4020,"t1Target":4270,"t2Target":4440,"updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","entryHigh":83.5,"entryLow":81.5,"id":"72a4b064c5100bdf2f04869b","itemType":"DT_CANDIDATE","name":"2006 東和鋼鐵","notes":"RC2 Rank #5 | 東和鋼鐵 | 分數 76.80 · ADR20 2.92% · 量比 1.72 | 🟡 SHADOW N_plan=3 已滿，未入影子部位 | T1=85.0 T2=88.5 STOP=78.0（D-1 收 82.5 估算）| 觀察","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647418},"score":76.8,"sessionDate":"2026-08-05","status":"watch","stockCode":"2006","stockName":"東和鋼鐵","stopLoss":80,"t1Target":85,"t2Target":88.3,"updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","entryHigh":814,"entryLow":798,"id":"4d7ba75a589fd0aa3fb06039","itemType":"DT_CANDIDATE","name":"2357 華碩","notes":"RC2 Rank #6 | 華碩 | 分數 76.64 · ADR20 4.19% · 量比 0.93 | 🟡 SHADOW N_plan=3 已滿，未入影子部位 | T1=830.0 T2=862.0 STOP=765.0（D-1 收 806 估算）| 觀察","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647518},"score":76.64,"sessionDate":"2026-08-05","status":"watch","stockCode":"2357","stockName":"華碩","stopLoss":782,"t1Target":831,"t2Target":863,"updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","entryHigh":252,"entryLow":252,"id":"9701d7506a1ea5b9214d3b31","itemType":"DT_CANDIDATE","name":"2301 光寶科","notes":"RC2 Rank #1 | 光寶科 | 分數 80.64 · ADR20 7.61% · 量比 3.47 | 🟡 SHADOW | E=252.0 Q=1張（全出T1）T1=260.0 T2=270.0 STOP=250.5 | 風險NT$2,590 | 不可成交僅供績效追蹤\n📊 8/5 實際：O260.0 H268.5 L247.0 C249.0（-1.19%）| T1(260) 與 STOP(250.5) 同日觸及、先後不可判 → BF1.2 保守停損優先 @250.5 全出 | 虛擬損益 **-2,590**（若 T1 先行則 +6,881）","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647018},"score":80.64,"sessionDate":"2026-08-05","status":"watch","stockCode":"2301","stockName":"光寶科","stopLoss":250.5,"t1Target":260,"t2Target":270,"updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1},{"createdAt":1785913687752,"direction":"long","entryHigh":195,"entryLow":195,"id":"df0dc5218ea4d9d0b771be9d","itemType":"DT_CANDIDATE","name":"3231 緯創","notes":"RC2 Rank #3 | 緯創 | 分數 77.91 · ADR20 6.26% · 量比 2.00 | 🟡 SHADOW | E=195.0 Q=1張（全出T1）T1=201.0 T2=209.0 STOP=193.5 | 風險NT$2,342 | 不可成交僅供績效追蹤\n📊 8/5 實際：O198.0 H202.5 L190.0 C193.0（-1.03%）| T1(201) 與 STOP(193.5) 同日觸及、先後不可判 → BF1.2 保守停損優先 @193.5 全出 | 虛擬損益 **-2,342**（若 T1 先行則 +5,136）","originPluginDir":"當沖決策面板","originPluginID":"06909b6cd41335ea4bca2030","parents":{"4fd09d8368cfe8b0b3b6d8c8":1785888647218},"score":77.91,"sessionDate":"2026-08-05","status":"watch","stockCode":"3231","stockName":"緯創","stopLoss":193.5,"t1Target":201,"t2Target":209,"updatedAt":1785913687752,"updatedBy":{"userId":"6a72e14e01e0ffbec572ee","userName":"汪友升"},"version":1}]}