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      "title": "交易醫生盤前推演：大盤支撐防守與 SOP1",
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      "title": "Acer2266 交易醫生 (盤前分享) 20260721 投資報告",
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      "date": "2026-07-21",
      "category": "Research",
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        "investment",
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        "semiconductor",
        "risk-management"
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      "title": "股癌 EP679 深度研究報告 · 台灣電子鏈轉單與半導體封測輪動",
      "description": "本報告解讀股癌 EP679，深入剖析 AI 後段封裝供不應求（京元電、精材）、PCB 載板與 CCL 日系大廠轉單效應，以及功率元件與光通訊輪動策略。",
      "date": "2026-07-15",
      "category": "Research",
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        "股癌",
        "台積電",
        "京元電",
        "精材",
        "載板",
        "CCL",
        "功率元件",
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      "id": "research-market-author-summary-2026-07-14-market-author-summary",
      "title": "市場觀察：去槓桿、AI 基本面與承接框架",
      "description": "依來源講者觀點，整理市場去槓桿、AI 基本面、CTA 賣壓與承接條件。",
      "date": "2026-07-14",
      "category": "Research",
      "tags": [],
      "url": "research/market-author-summary-2026-07-14/market-author-summary.html",
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      "title": "股癌 Gooaye EP678 AI供應鏈輪動研究報告",
      "description": "整理股癌 EP678 的 AI 供應鏈輪動、資金偏好與風控重點",
      "date": "2026-07-11",
      "category": "Research",
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        "Podcast",
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        "被動元件",
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      "date": "2026-07-07",
      "category": "Research",
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      "title": "股海飯桶 EP83：AI 供應鏈與季底換股筆記",
      "description": "整理載板設備、PMIC、光通訊與季底換股策略。",
      "date": "2026-06-29",
      "category": "Research",
      "tags": [
        "台股",
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        "光通訊",
        "國巨",
        "台達電",
        "鼎元"
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      "date": "2026-06-29",
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      "tags": [
        "短影音",
        "SEO",
        "AI建站",
        "Google Search Console",
        "網站流量"
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      "id": "research-gooaye-ep674-index",
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      "description": "整理股癌 EP674 的漲價元件、SpaceX/Tesla 換倉、Google 偏好與季線風控框架。",
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      "tags": [
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        "台股",
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      "source": "analysis/kami_outputs/gooaye-ep674",
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      "id": "research-wilsonrice-ep82-advanced-packaging-index",
      "title": "WilsonRice EP82 投資筆記：先進封裝、漲價循環與矽光子",
      "description": "WilsonRice EP82 整理：先進封裝擴產、記憶體與被動元件漲價、聯電與頎邦矽光子催化劑。",
      "date": "2026-06-25",
      "category": "Research",
      "tags": [
        "台股",
        "先進封裝",
        "日月光",
        "矽品",
        "聯電",
        "頎邦",
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        "美光"
      ],
      "url": "research/wilsonrice-ep82-advanced-packaging/index.html",
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      "thumbnail": "research/wilsonrice-ep82-advanced-packaging/advanced-packaging-supply-chain-explainer.png"
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      "id": "research-8255-2481-power-component-plan-8255-2481-power-component-plan",
      "title": "8255+2481 電源元件投資佈局計畫",
      "description": "8255 朋程是停損確認，2481 強茂是功率元件主線候選但等買點。",
      "date": "2026-06-25",
      "category": "Research",
      "tags": [
        "電力",
        "功率半導體",
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      "id": "research-gooaye-ep673-gooaye-ep673",
      "title": "股癌 EP673 投資筆記：長多休息、被動元件漲價與中小型股輪動",
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      "date": "2026-06-25",
      "category": "Podcast",
      "tags": [
        "股癌",
        "EP673",
        "Podcast",
        "台股",
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      "id": "research-tsmc-20260624-kami-index",
      "title": "2026/06/24 台股盤後快報",
      "description": "台積電 2430 盤中失守，大盤未站回開盤價，今日偏空劇本成立。",
      "date": "2026-06-24",
      "category": "Research",
      "tags": [
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        "2330",
        "加權指數",
        "台股",
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        "Kami",
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      "thumbnail": "research/tsmc-20260624-kami/tsmc_20260624_market-card.png"
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      "title": "ORCL Options 圖表詞彙速查",
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      "id": "podcast-09it9s2AbTs",
      "title": "EP672 | 🐣",
      "description": "股癌 podcast 自動分析、個股提及與 conviction matrix。",
      "date": "2026-06-20",
      "category": "Podcast",
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        "股癌",
        "Podcast",
        "Conviction Matrix"
      ],
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        "800V HVDC",
        "功率半導體",
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      "date": "2026-06-19",
      "category": "Learning",
      "tags": [
        "800V HVDC",
        "功率半導體",
        "Power Tree"
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      "thumbnail": "assets/report-placeholder.svg"
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      "title": "三種元件類型：離散元件、功率 IC、系統模組",
      "description": "用毛利率、設計周期與客戶黏性區分三種電源元件投資節奏。",
      "date": "2026-06-19",
      "category": "Learning",
      "tags": [
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        "功率 IC",
        "離散元件"
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      "date": "2026-06-19",
      "category": "Learning",
      "tags": [
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      "description": "GPU 功耗提升如何推動 VRM phase 數與 DRMOS 升級，並連到台股早期訊號。",
      "date": "2026-06-19",
      "category": "Learning",
      "tags": [
        "DRMOS",
        "VRM",
        "GPU"
      ],
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      "id": "0005-monthly-validation-workflow",
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      "date": "2026-06-19",
      "category": "Learning",
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        "法說會"
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      "source": "analysis/kami_outputs/power-semiconductor-published-bundle/references/2026-06-17-power-semiconductor-kami.html",
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      "title": "AI 伺服器高壓化：台系功率半導體與導線架受惠鏈",
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      "category": "Reference",
      "tags": [
        "功率半導體",
        "800VDC",
        "HVDC",
        "台股",
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        "Rubin",
        "PMIC",
        "導線架"
      ],
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      "date": "2026-06-18",
      "category": "Reference",
      "tags": [
        "功率半導體",
        "800VDC",
        "HVDC",
        "台股",
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      "id": "power-semiconductor-integrated-research",
      "title": "功率半導體 / 800VDC 整合研究：公司定位與市場看好點",
      "description": "整合功率半導體原始框架、AI 伺服器高壓化報告與統整標的清單，說明各公司主要做什麼、市場看好什麼、以及如何驗證。",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "功率半導體",
        "800VDC",
        "HVDC",
        "台股",
        "AI電源",
        "AI data center",
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        "朋程",
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      "source": "analysis/kami_outputs/power-semiconductor-published-bundle/power-semiconductor-integrated-research.html",
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      "id": "research-taifex-overnight-overshoot-index",
      "title": "台指期夜盤暴跌 3000 點：超跌判定白皮書",
      "description": "本白皮書檢驗作者以台積電 ADR 與權重推算台指期夜盤超跌的判斷，並用 2026-06-08 現貨結果驗證。",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "台指期",
        "當沖",
        "交易策略",
        "台積電 ADR",
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        "台股",
        "風控"
      ],
      "url": "research/taifex-overnight-overshoot/index.html",
      "source": "analysis/kami_outputs/taifex-overnight-overshoot/index.html",
      "thumbnail": "research/taifex-overnight-overshoot/preview.png"
    },
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      "id": "research-sox-deleveraging-report-sox-deleveraging-report-en",
      "title": "SOX Deleveraging Shock: Market Situation Report",
      "description": "A tactical report on the June 2026 semiconductor deleveraging shock, the SOX recovery test, macro event risk, and trade triggers.",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "SOX",
        "美股",
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        "semiconductor",
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      ],
      "url": "research/sox-deleveraging-report/sox-deleveraging-report-en.html",
      "source": "analysis/kami_outputs/sox-deleveraging-report/sox-deleveraging-report-en.html",
      "thumbnail": "research/sox-deleveraging-report/sox-deleveraging-shock-visual.png"
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      "description": "一份關於 2026 年 6 月半導體去槓桿震盪、費半修復失敗、宏觀事件風險與交易觸發條件的戰術報告。",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "SOX",
        "美股",
        "風險管理",
        "半導體",
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        "Gamma",
        "CPI",
        "FOMC"
      ],
      "url": "research/sox-deleveraging-report/sox-deleveraging-report-zh.html",
      "source": "analysis/kami_outputs/sox-deleveraging-report/sox-deleveraging-report-zh.html",
      "thumbnail": "research/sox-deleveraging-report/sox-deleveraging-shock-visual.png"
    },
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      "id": "research-passive-components-2018-eps-pe-framework-passive-components-2018-eps-pe",
      "title": "被動元件 2018 週期、毛利率與 EPS 回推框架",
      "description": "用 2018 年缺貨循環拆解 2026 年國巨與被動元件族群的 EPS 上修、合理 P/E 與股價空間。",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "被動元件",
        "EPS",
        "PE",
        "國巨",
        "毛利率",
        "P/E"
      ],
      "url": "research/passive-components-2018-eps-pe-framework/passive-components-2018-eps-pe-framework.html",
      "source": "analysis/kami_outputs/passive-components-2018-eps-pe-framework/passive-components-2018-eps-pe-framework.html",
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      "id": "research-yageo-2327-bull-thesis-yageo-2327-bull-thesis",
      "title": "國巨（2327）超循環投資論文",
      "description": "為什麼如此看好國巨：超循環 EPS 框架、目標價矩陣、與必須緊盯的警告數據",
      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "2327",
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      "source": "analysis/kami_outputs/yageo-2327-bull-thesis/yageo-2327-bull-thesis.html",
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      "id": "research-800vdc-power-semi-watchlist-800vdc-power-semi-watchlist",
      "title": "800 VDC 功率半導體觀察清單",
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      "date": "2026-06-18",
      "category": "Research",
      "tags": [
        "800VDC",
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        "Vertiv"
      ],
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      "id": "research-power-semiconductor-integrated-targets-power-semiconductor-integrated-t",
      "title": "功率半導體 / 800VDC 統整標的清單",
      "description": "把股癌 EP671 的功率半導體 thesis、800V HVDC 新聞與台股供應鏈 mapping 收斂成可追蹤標的清單。",
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      "category": "Research",
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