# 《A股每日资金博弈作战图》 > ⚠️ 数据状态：STALE（数据过期）；本页非权威、不可操作。 > 13项硬依赖未就绪。下一步：刷新目标交易日硬依赖后重跑；READY 前不使用本页。 ## Freshness recovery summary freshness state: STALE; blocking hard dependencies (13): daily_bars, risk_status_daily, limit_daily, trading_status, sector_members, reward_loss_state_daily, emotion_reward_loss_state_daily, sector_capital_competition_daily, sector_lifecycle_state_daily, market_capital_competition_state_daily, cycle_reflexivity_state_daily, strategy_router_daily, strategy_candidate_daily. - daily_bars | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=SOURCE_TAIL | refresh_action=skipped - risk_status_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=SOURCE_TAIL | refresh_action=skipped - limit_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=SOURCE_TAIL | refresh_action=skipped - trading_status | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=SOURCE_TAIL | refresh_action=skipped - sector_members | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped - reward_loss_state_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped - emotion_reward_loss_state_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped - sector_capital_competition_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped - sector_lifecycle_state_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped - market_capital_competition_state_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped - cycle_reflexivity_state_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped - strategy_router_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped - strategy_candidate_daily | status=STALE | target_date=2026-09-01 | max_date=2026-08-28 | exact_date=2026-09-01 | capability=NO_SAFE_AUTO_REFRESH | refresh_action=skipped operator action: NO_ACTION / NON-AUTHORITATIVE / NOT-EXECUTABLE; Refresh accepted source tails where supported, materialize remaining exact-target dependencies, then rerun; do not substitute older state. Decision authority: daily_decision_composer (primary). Legacy Commander/R12/Bull-Bear content is not required for this report. ## A. 今日作战结论 / Daily decision trade_date: 2026-09-01; decision_for_date: 2026-09-02. 今天能不能做？ / Can we act today? NO_ACTION（不行动）. posture reasons/evidence: NEW_FRAMEWORK_FAIL_CLOSED, FRESHNESS_STALE, 13项硬依赖未就绪. cycle/reflexivity: UNKNOWN / UNKNOWN. qualification: STALE（数据过期）; reasons: FRESHNESS_STALE, 13项硬依赖未就绪. freshness: STALE（数据过期）; 13项硬依赖未就绪；不复用旧状态、不做前后填充. lineage: 新框架 fail-closed；旧状态未复用；详见审计附录. ## B. 资金迁徙地图 / Capital migration map concentration: UNKNOWN; migration: UNKNOWN; leadership: UNKNOWN. Sector amount/turnover share is an attention proxy, not signed net inflow or signed fund flow. Sector labels reuse canonical THS_INDUSTRY sector_name values carried by Composer; current catalogue context is not a historical PIT-safe membership claim. capital concentrated now: NONE_REPORTED. apparent attention migrating toward: NONE_REPORTED. apparent attention leaving: NONE_REPORTED. lifecycle supports flow: NONE_REPORTED. lifecycle contradicts flow: NONE_REPORTED. ## C. 赚钱效应 / 行为奖惩 / Reward and loss behavior reward behavior state: UNKNOWN. operational statement: No authoritative reward/loss behavior was composed because the freshness gate was not READY.. strong-day feedback: UNKNOWN; weak-day feedback: UNKNOWN; structure: UNKNOWN. evidence: NONE_REPORTED. ## D. 策略作战区 / Strategy operations active conditional families: NONE. admitted plans across active families: 0. overall plan statuses: {}; overall Challenger statuses: {}. NO_STRATEGY / NO_ACTION（不行动）: NEW_FRAMEWORK_FAIL_CLOSED_NO_ACTION. ## E. 今日高危行为 / Dangerous behavior today (T+1 visible) NEW_FRAMEWORK_FRESHNESS_GATE: Do not act on a stale or blocked new-framework input set. Evidence: daily_bars: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, risk_status_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, limit_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, trading_status: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, sector_members: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, reward_loss_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, emotion_reward_loss_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, sector_capital_competition_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, sector_lifecycle_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, market_capital_competition_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, cycle_reflexivity_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, strategy_router_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, strategy_candidate_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01. ## F. Narrative / policy context Narrative status: NO_ELIGIBLE_NARRATIVE（无符合条件的叙事）; no eligible exact-date narrative evidence is available. ## G. 今日核心观点 / Semantic synthesis 1. 市场阶段：市场阶段数据缺失，暂不形成方向性判断。 ## H. 今日执行计划 / Execution plan 今日总体策略：空仓/不执行 允许：等待关键数据/条件恢复后再评估；当前不执行。 禁止：高开超过前收+5.0%追高；候选卡触发前不买。, 风险审核未解除时不执行。, 今日买入不可当日卖出。 执行边界：今天不买/不执行：当前没有同时满足上游计划、风险审核与可观察触发条件的入口。 持仓说明：当前 Composer-primary 链未提供可验证持仓，不生成持仓买卖结论。 ## G. 今日核心观点 / Semantic synthesis 1. 市场阶段：市场阶段数据缺失，暂不形成方向性判断。 ## H. 今日执行计划 / Execution plan 今日总体策略：空仓/不执行 允许：等待关键数据/条件恢复后再评估；当前不执行。 禁止：高开超过前收+5.0%追高；候选卡触发前不买。, 风险审核未解除时不执行。, 今日买入不可当日卖出。 执行边界：今天不买/不执行：当前没有同时满足上游计划、风险审核与可观察触发条件的入口。 持仓说明：当前 Composer-primary 链未提供可验证持仓，不生成持仓买卖结论。 ## Audit / scope boundary candidate rows: 0; plan rows: 0; review rows: 0. The report does not recalculate future outcomes and does not consume future T+1 results or future bars. No universal cross-family ordering is used; each family retains its Router context. NO_ACTION is non-actionable because no proactive strategy is available. ### 审计详情 / Raw audit detail - market_posture_reason (raw): NEW_FRAMEWORK_FAIL_CLOSED, FRESHNESS_STALE, daily_bars:STALE:max=2026-08-28:exact=2026-09-01, risk_status_daily:STALE:max=2026-08-28:exact=2026-09-01, limit_daily:STALE:max=2026-08-28:exact=2026-09-01, trading_status:STALE:max=2026-08-28:exact=2026-09-01, sector_members:STALE:max=2026-08-28:exact=2026-09-01, reward_loss_state_daily:STALE:max=2026-08-28:exact=2026-09-01, emotion_reward_loss_state_daily:STALE:max=2026-08-28:exact=2026-09-01, sector_capital_competition_daily:STALE:max=2026-08-28:exact=2026-09-01, sector_lifecycle_state_daily:STALE:max=2026-08-28:exact=2026-09-01, market_capital_competition_state_daily:STALE:max=2026-08-28:exact=2026-09-01, cycle_reflexivity_state_daily:STALE:max=2026-08-28:exact=2026-09-01, strategy_router_daily:STALE:max=2026-08-28:exact=2026-09-01, strategy_candidate_daily:STALE:max=2026-08-28:exact=2026-09-01. - qualification_reasons (raw): FRESHNESS_STALE, daily_bars:STALE:max=2026-08-28:exact=2026-09-01, risk_status_daily:STALE:max=2026-08-28:exact=2026-09-01, limit_daily:STALE:max=2026-08-28:exact=2026-09-01, trading_status:STALE:max=2026-08-28:exact=2026-09-01, sector_members:STALE:max=2026-08-28:exact=2026-09-01, reward_loss_state_daily:STALE:max=2026-08-28:exact=2026-09-01, emotion_reward_loss_state_daily:STALE:max=2026-08-28:exact=2026-09-01, sector_capital_competition_daily:STALE:max=2026-08-28:exact=2026-09-01, sector_lifecycle_state_daily:STALE:max=2026-08-28:exact=2026-09-01, market_capital_competition_state_daily:STALE:max=2026-08-28:exact=2026-09-01, cycle_reflexivity_state_daily:STALE:max=2026-08-28:exact=2026-09-01, strategy_router_daily:STALE:max=2026-08-28:exact=2026-09-01, strategy_candidate_daily:STALE:max=2026-08-28:exact=2026-09-01. - freshness_lineage (raw): freshness_state=STALE, exact_trade_date=2026-09-01, fail-closed; no older state selected; no forward/backward fill, daily_bars: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, risk_status_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, limit_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, trading_status: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, sector_members: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, reward_loss_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, emotion_reward_loss_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, sector_capital_competition_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, sector_lifecycle_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, market_capital_competition_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, cycle_reflexivity_state_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, strategy_router_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01, strategy_candidate_daily: status=STALE; max_date=2026-08-28; exact_date=2026-09-01. - upstream_lineage (raw): new_framework_only, legacy_decision_authority_not_consumed.